Digital Media

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  • December 13, 2016

    Internet Trends – Consumer behaviours driving market trends

    As smartphone ownership nears saturation in almost all consumer groups, the base for the UK digital economy is widening: media consumption continues to move to connected devices and use of consumer services on mobile grows. Ecommerce is now responsible for 75% of retail growth, steady even during periods of decline for the overall market. Google and Facebook take up almost 90% of gross online advertising growth this year, and the ecommerce and mobile service markets show early signs of platform concentration.
  • December 6, 2016

    European digital news models

    Pay access now predominates in print-rooted national digital news across Europe, with meters the most popular model. Reliance on digital advertising is retreating. Best of class Continental publishers have roughly stabilised revenue, and the risk of print ad decline acceleration looms – as in the UK. Digital is still typically below 20% of revenue as online advertising CPMs decrease and newsstand buyers are reluctant to migrate to digital subscriptions – on current trends digital revenues will be insufficient to sustain a full-scale newsroom. Emerging innovations include aggregation, bundling (with broadcast, music, telecoms), and youth-skewed spin offs, but execution is uneven. Profitable native digital news sites provide templates for focused coverage at a fraction of traditional newspapers’ costs.
  • November 30, 2016

    The future of free-to-air television Part 2: Profiting from New F [...]

    The provision and consumption of on-demand video is exploding. FTA broadcasters must adapt to these new media and audience behaviour trends. They are well placed to exploit the significant opportunities that exists in redefined ‘TV’ and adjacent markets but the price of failure will be irrelevance and decline.
  • November 16, 2016

    Marketing and measurement in the digital era

    Digital consumption has generated a lot of data in marketing and media and a huge variety of new opportunities for marketers—but insights and intelligence are not growing as much as data points, as a culture of short termism prevails. We recommend the linking of audience measurement and consumer behaviour data, but the industry lacks both standards and trust, while the still-immature digital marketing supply chain poses problems for data integrity. The new data economy has also precipitated a new war for talent, with marketing, media and publishing competing with technology, finance and other industries to attract the best quant and science brains to transition the creative sectors.

  • New Zealand Advertising Market Outlook
    New Zealand Advertising Market Outlook
    October 12, 2016

    New Zealand Advertising Market Outlook

    We discuss the New Zealand Advertising Expenditure market assessing the actual and forecast revenue as well as the key drivers of these for the Digital, Broadcast Television, Print, Radio and Outdoor markets.

  • October 6, 2016

    Canal+ in audacious model revamp

    With the decline in its subscriber base accelerating and following an antitrust veto over its planned tie up with BeIN Sports, Canal+ has decided to radically restructure its retailing on IPTV – where over 60% of subscriber recruitment takes place.The basic channel package is now wholesale to ISPs and included in upper tier triple play bundles – much higher volumes should more than balance a deep price cut. Soon premium and optional packages are to be unbundled on all platforms to create cheaper entry points and favour subscriber customisation.Canal+ is thus increasingly focused on supplying premium content, leaving the user interface to ISPs. Without the scale of other international content producers and in a nationalistic political context, we believe that this market rationale will eventually lead Vivendi to sell Canal+ to Orange.

  • October 4, 2016

    Viceland: Is this what the kids want?

    A lacklustre UK launch of Viceland—the new, multinational linear television channel from youth-skewing, gonzo-esque Vice Media—followed six months after a similarly underwhelming entrance into the US. It is surely early days, but despite strong content, the initial results were predictable, considering the challenges. The response by Vice, that viewing figures are essentially immaterial to its plans, was expected but deviated from earlier, bullish sentiments.

  • September 1, 2016

    Digital video retail market in the UK

    The UK retail market for digital movies has shown steady growth, but has not offset the decline in physical sales. While iTunes remains the UK market leader, Sky is clearly driving the growth with its Buy & Keep offering, backed up with the reassurance of physical product. However, a move away from the collector mentality alongside the growth of a subscription mentality will affect long term prospects. This is not helped by the consumer proposition for digital retail, which remains disjointed, lacks inter-device operability and a clear consumer benefit. Without co-ordinated efforts and investment from the studios, content owners and retailers to resolve these issues, we believe the opportunity for digital video retail in the UK is limited. Even with that, the EST market may never be as profitable as the DVD home video market.

  • Classifieds Marketing Outlook: All Segments
    Classifieds Marketing Outlook: All Segments
    August 26, 2016

    Classifieds Marketing Outlook: All Segments

    International opportunities and additional adjacencies have supported the growth in this market. We discuss the current and future market trends including the transition to digital, how the market is entering a new phase through digital, and the success achieved by the leading players.

  • Olympics – a winner for broadcasting?
    Olympics – a winner for broadcasting?
    August 24, 2016

    Olympics – a winner for broadcasting?

    Australia has always been a nation of avid sports fans, and the Olympics has long captured the attention of the Australian populace. But could our love affair with the Olympics be coming to an end? The Olympics has long been highly lucrative for broadcasters looking to drive strong viewer numbers. As the digital landscape continues to disrupt broadcast TV, the value of the Olympics is brought into question. We discuss the Olympic viewer numbers as well as the return on investment for broadcasters who buy the rights to televise the Olympics, and the anticipated future trends.

  • Automotive Marketing Outlook
    Automotive Marketing Outlook
    August 17, 2016

    Automotive Marketing Outlook

    The online automotive market is in the fast lane, but speed bumps may lay ahead. We discuss the current and future market trends, including the ongoing transition from print to online advertising, current and future car sales, and how we expect business to be impacted by future market changes.

  • August 15, 2016

    A third digital ad force: Verizon and Yahoo

    To diversify revenue in a saturated US mobile market, telecoms giant Verizon Communications followed an earlier merger with AOL by acquiring Yahoo for $4.8 billion. The combined online ad platforms are likely to become the most viable contender for third place in the US, after Google and Facebook. Verizon’s mobile subscriber data could narrow the market leaders’ targeting and measurement advantage, but regulation and customer reception pose risks.

  • August 9, 2016

    The Bank lowers UK growth forecast

    The Bank’s monetary stimulus will help restore confidence and smooth the economy’s post-referendum transition. If the Bank is right, the economy will avoid a recession and bounce back in Q2 2017. An advertising recession in 2017 still looks likely until the consumer gets his wind back and a growth path emerges.

  • July 21, 2016

    Pokémon Go is a game changer

    Pokémon Go is taking the world by storm, and gamers are not the only winners as businesses reap the benefits of Augmented Reality. The success of the Pokémon Go game may seem like an overnight phenomenon. We discuss the key factors which ensured it got off to a good start in creating a new category of gaming.

  • Recruitment Marketing Outlook
    Recruitment Marketing Outlook
    July 8, 2016

    Recruitment Marketing Outlook

    Australia’s recruitment market is both large and growing; supporting the ongoing need for classified advertising. With the print to online migration almost complete, the market is poised for a new phase of innovation and development. We discuss the current and future trends of the market, the key market players and how businesses can position themselves in the ever changing digital world.

  • June 3, 2016

    Is Audio’s Netflix moment approaching?

    Competition is set to increase between radio and online streaming as major players seek to perfect the total audio experience – though no-one has yet fully married music with the spoken word. We discuss the rise of audio adjacencies, their expected future growth and the impact this is likely to have on traditional audio formats.
  • New Zealand Advertising Market Outlook
    New Zealand Advertising Market Outlook
    May 5, 2016

    Video Entertainment Market Outlook

    The Australian Video Entertainment market has now shrunk by over $600m (11% nominal) from its peak in 2009. The OTT revolution continues to reshape the Video Entertainment marketplace.
  • March 22, 2016

    The rise of platforms and news distribution

    What does the Future Hold for News Providers?
  • All together now – Why aggregation is the future of TV
    All together now – Why aggregation is the future of TV
    January 29, 2016

    All together now – Why aggregation is the future of TV

    The recent evolution in TV has been marked by the ‘app-ification’ of services (i.e. many discrete content services, such as Netflix). We believe audiences will gravitate back to aggregated platforms that deliver multiple services through a single user interface (with search and content as key differentiators). This bodes well for Telstra and Optus and we expect them to ramp up their TV efforts during 2016.

  • December 18, 2015

    Used car marketing outlook: Boom period for cars market

    This Enders report continues the excellent series that examines the Digital Classifieds market. Venture Insights will be launching two series of reports in 2016; the first is a similar series to that of Enders looking at the Classifieds markets across Recruitment, Property and Auto. The second series will look at the disruption across the broader Recruitment, Property and Auto industries assessing both the risks and opportunities within these markets.

  • NBN RSP Outlook –Australia’s next oligopoly
    NBN RSP Outlook –Australia’s next oligopoly
    December 15, 2015

    NBN RSP Outlook –Australia’s next oligopoly

    The NBN was supposed to increase retail competition, but it is driving consolidation of the top 3-4 Retail Service Providers (RSPs). The margins of off-net players (ie M2, the old iiNet) will benefit, but on-net players and/or those over-weight Voice (ie Telstra, TPG) will be negatively impacted. We therefore believe the NBN journey is far from over with the risk that RSPs compete directly with the NBN.

  • Digital AdEx Market Outlook – the hunter becomes the hunted
    Digital AdEx Market Outlook – the hunter becomes the hunted
    December 8, 2015

    Digital AdEx Market Outlook – the hunter becomes the hunted

    MVNOs have seen their market share grow in the last few years. However, we believe that we are now at ‘Peak MVNO’, thanks to rising costs, a declining price differential with MNOs and Vodafone’s return to growth. We forecast MVNO’s share to decline to 6.6% in 2020 from 8.3% currently, even as TPG outperforms by gaining share.

  • November 27, 2015

    US entertainment groups and consolidation

    US entertainment groups have enjoyed strong revenue growth thanks to pay-TV, subscription video-on-demand and international sales, despite headwinds on the advertising market and downward pressures on retail pay-TV prices. Media merger and acquisitions have mainly failed, but strengthening the hand of the content producers in relation to distribution channels remains relevant and arguably even more important due to the sheer financial and audience size of digital operators, although the studios' pricing power remains unchallenged. 21st Century Fox could then justify a new bid for Time Warner, although it will struggle to address TW's objections to the previous offer without taking on a huge pile of debt.

  • Ad blocking on iOS 9 – Now you see me, now you don’t
    Ad blocking on iOS 9 – Now you see me, now you don’t
    October 12, 2015

    Ad blocking on iOS 9 – Now you see me, now you don’t

    With mobile AdEx growing at a CAGR of 205% (2011-14) and mobile ad blocking just around the corner, we believe up to A$85m of mobile AdEx pa is at risk. Publishers that are seeing increasing usage on mobile including Fairfax Media, News Australia and Yahoo!7 are most vulnerable to this disruption. In-app ads, paid content and native advertising are the three key solutions for publishers.