Digital Media

Filter by

Filter by

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.
  • Placeholder
    Placeholder
    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.
  • Placeholder
    Placeholder
    March 22, 2016

    The rise of platforms and news distribution

    ,
    What does the Future Hold for News Providers?
  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

     
  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    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.

  • Placeholder
    Placeholder
    October 12, 2015

    Turnbull takes the reins

    Media reform may not be quite as near as many believe in light of Malcom Turnbull’s elevation to PM. The NBN is likely to become even more of a political football (if such a thing is possible), while government policy is likely to support innovation, start-ups and digital transformation.

  • Placeholder
    Placeholder
    October 2, 2015

    Pay-TV Market Outlook – the growing importance of Pay-lite

    We forecast Premium Pay-TV to decline at a 4% CAGR to A$2.6b revenue by FY20. This reflects some cord cutting and shaving as dollars migrate to xVOD services. But the impact to Foxtel is mitigated to some extent by its participation in these very markets. This report provides a deep dive into our Pay-TV forecasts and assesses the outlook for Premium Pay-TV versus Pay-lite services.

  • Placeholder
    Placeholder
    September 30, 2015

    Video Market Outlook – Physical makes way for Digital

    We don’t expect the overall size of the video entertainment market to change materially but we do expect the platform share to change dramatically over the next five years. We expect xVOD services to represent 20% of the overall market from around 5% currently (replacing Physical Media and Premium Pay-TV).

  • Placeholder
    Placeholder
    August 10, 2015

    E-Recruitment and UK Regional Newspapers

    Recruitment ad spend has led the growth of ad revenues of regional newspapers in recent years. Declining recruitment ad volumes in Q2 2005 and weak outlook for H2 2005 will significantly reduce ad revenue growth in 2005 from the 4.9% of 2004. This outlook will adversely impact groups that are more heavily reliant on recruitment ad spend, such as Northcliffe Newspaper Group and Trinity Mirror Group, and both have confirmed the challenging nature of the current trading environment in their results.
  • Placeholder
    Placeholder
    July 29, 2015

    SVOD and NZ telcos – Bro’s or Foes?

    Video is critical for NZ telcos growth prospects. While there is an attractive opportunity for a direct strategy, we believe telcos best strategy is to be an enabler of video by partnering with video operators whether OTT and increasingly traditional. We view Spark as the exception to a partner strategy, but can it get scale?

  • Placeholder
    Placeholder
    July 20, 2015

    FLASH – Netflix 2Q – Content and that’s the bottom line

    Netflix’s 2Q results demonstrate that original content is driving strong take-up (ahead of expectations) and with Netflix announcing an increase in original content investment (including investment into movie content for the first time), this raises the question - where might they go next and what will be the response from linear broadcasters?

  • Placeholder
    Placeholder
    June 30, 2015

    SVOD and telco – Frenemies or Foes?

    Video is critical for Australian telco’s growth prospects but a standalone strategy is fraught with difficulty. We believe telco’s best strategy is to be an enabler of video by partnering with video operators whether OTT and increasingly traditional (FTA offers a real opportunity as it evolves its multi-screen proposition).

  • Placeholder
    Placeholder
    June 29, 2015

    FLASH – SVOD first battle won, but watch the data

    The launch of SVOD continues to make headlines with recent data declaring Netflix the clear winner. Unless there is a dramatic change in the market, it looks like the other players are fighting for a distant second place, given that Netflix is likely to accelerate its Australian investment as a consequence of its success. So what does this mean for the TV / video ecosystem and how do the incumbents respond?