Disruption

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  • Amazon Prime Air pilots in the UK
    Amazon Prime Air pilots in the UK
    August 11, 2016

    Amazon Prime Air pilots in the UK

    Amazon will test three possible features of their drone delivery system in the UK, which could make this novel shipping solution for small packages viable. When it launches, Prime Air will be limited to a catchment area of 2.3 million homes in the UK, with further exclusions for no-go areas for drones like airports and urban areas. Prime Air’s UK pilot will help the Civil Aviation Authority (CAA) craft the rules for future drone delivery by retailers.

  • Disruption In: Hospitality
    Disruption In: Hospitality
    July 22, 2016

    Disruption In: Hospitality

    The hospitality ecosystem is getting smarter, applying technological solutions to old problems, including frictionless payments, cloud-based management reporting tools, as well as the generation of Big Data to aid decision making. We have identified four key areas of disruption which we believe are set to shape the hospitality industry.

  • Beyond Bitcoin: The implications of the rapid rise of Blockchain technology
    Beyond Bitcoin: The implications of the rapid rise of Blockchain technology
    June 10, 2016

    Beyond Bitcoin: The implications of the rapid rise of Blockchain [...]

    Blockchains enable transactions to be completed without reference to a trusted third party, thus disintermediating financial services players. Blockchain, or distributed ledger technology will bring wholesale disruption to the financial services industry. We discuss the implications of the rise of Blockchains and what businesses need to know in order to face this disruption.
  • 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.
  • Disruption In: Transport
    Disruption In: Transport
    May 19, 2016

    Disruption In: Transport

    Transport is already one of the most disrupted sectors in the economy. However, over the next ten years, the industry’s efficiency and environmental impact will be transformed as vehicles get more interconnected, smarter and cleaner.
  • May 18, 2016

    Novel disruption for consumer books

    Consumer book sales look unusually resilient in the context of the extreme changes in other print media sectors, newspapers and magazines, over the past decade. Ebook and ecommerce sales have offset the high street sales decline, although the declining number of retail outlets casts a long shadow over the future of discovery. New options for authors, particularly self-publishing ebooks, threaten the existing funnel of authors to publishers, but could also be a new source of talent.

  • Virtual Reality in 2016: Launch Year Challenges
    Virtual Reality in 2016: Launch Year Challenges
    March 14, 2016

    Virtual Reality in 2016: Launch Year Challenges

    Virtual Reality (VR) is hitting the high street as the first premium headsets with mass-market appeal become available for developers and consumers. Core gamers are the initial focus of content developers for the new VR platforms served on top-end PCs and Sony’s PS4 console. The VR ecosystems of Facebook and Google are focused on user-generated 360 degree video content, whereas professional creation tools, workflows, and delivery infrastructure will likely take several years of experiments to mature.
  • The arrival of electronic marketplaces and bookings platforms
    The arrival of electronic marketplaces and bookings platforms
    March 11, 2016

    The arrival of electronic marketplaces and bookings platforms

    Many overseas entrants are arriving virtually uncontested, winning customers with superior services and price. Though it is not too late, local incumbents need to move quickly…
  • 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.

  • December 10, 2015

    FLASH – Ideas Boom!

    NISA signals a material change in mindset of the Federal Government. A great first step but does it go far enough and what else could be done? In short, we see limited benefit for large business, a shift in focus from growth-stage capital to small start-ups and it remains to be seen how collaboration between universities and business will be achieved.

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    Primary Health Care Disruption and Market Outlook
    Primary Health Care Disruption and Market Outlook
    November 6, 2015

    Disruption In – Disruption is good for health

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    Our proprietary Disruption Framework has identified the Healthcare industry as vulnerable to disruption. We estimate that A$23b of A$130b (revenue) is susceptible to disruption with a proportion of this at risk with big data in eHealth, point of care testing and mHealth emerging as the key disruptive trends. We believe Telstra will lead the disruption in healthcare.

  • FLASH – Telstra Summit 2015 No going back now
    FLASH – Telstra Summit 2015 No going back now
    October 30, 2015

    FLASH – Telstra Summit 2015 No going back now

    We attended the Telstra Digital Summit and came away with the following key takeaways: 1) we finally have a Government that will promote technology as an enabler; 2) can the Internet of Things replace the mobile as our primary computing device? 3) technology companies will disrupt telcos; 4) mobile is driving the disruption in customer experience; and 5) the pace of disruption is accelerating.

  • The Internet of All Things - Towards the Hyper-connected World
    The Internet of All Things - Towards the Hyper-connected World
    October 29, 2015

    UK consumer perspective on Internet of Things

    The UK is a prime market for sales to consumers of IoT products with obvious and compelling use cases: wearables surf perennial social trends such as fitness and diet, while smart home solutions address energy use, safety and security. British Gas’ Active Hive Heating, first to market and the top smart thermostat brand in the UK, is facing competition from the Nest Learning Thermostat from Nest Labs, while Samsung’s SmartThings provides safety and security in the home. A substantial barrier to sales of IoT products to consumers lies in their concerns regarding the privacy and security of the personal data collected online. This data should be safe under the UK’s data protection regime, although well-publicised hacks highlight compliance issues on the part of data controllers.

  • October 23, 2015

    NBN – first million homes passed but a long way to go…

    While we expect the NBN rollout to be delayed by 2-3 years, we forecast NBN revenues to grow at a 65% CAGR to reach A$2.0b by 2020. We believe revenues will be driven by subs growth (56% CAGR) with ARPU remaining flat, as we expect CVC charges to decrease in spite of internet traffic growth of 24% CAGR through to 2020. This report provides a deep dive into our NBN forecasts and assesses the key trends and drivers that are emerging as the NBN rollout gathers momentum.

  • 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.

  • September 16, 2015

    FLASH – Foxtel-Ten…content is king and the #1 issue for the A [...]

    The ACCC has issued a Statement of Issues citing three principle competition issues. We believe the acquisition of content is the key issue and believe it is serious enough to alter the nature of the proposed acquisitions.

  • Free
    August 6, 2015

    Disruption In – Banking on disruption

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    Banks act as the intermediary between borrowers and lenders. Digital disruption is the enabling platform that connects borrowers and lenders while circumventing banks. Where banks once relied on scale (including brick and mortar infrastructure), asymmetric information barriers, regulatory barriers and vertical integration – technology is unbundling the value chain. This report is part of our ‘Disruption In’ series and uses our proprietary Disruption Framework to analyse the potential for disruption in the financial services industry.

  • July 28, 2015

    UK consumer books: a tale of two markets

    Consumer ebook sales exploded after Amazon launched its Kindle in the UK in 2010, but growth rapidly slowed, and disruption was limited by genre, creating parallel ebook and physical book markets. Compared to the relentless downward spiral of music purchasing, these trends have been heartening for publishers and booksellers, but there are signs that slower, more complicated and insidious disruption is emerging. Decades of steady, albeit slow, growth in total book sales have been reversed, as consumers spend more time on a variety of mobile-delivered services, including some in classic content categories for books.

  • July 9, 2015

    Disruption In – Coming soon to an industry near you

    The ICT industry is undergoing significant transformation as a result of the rapid pace of innovation. We give an overview of the Australian ICT sector identifying how digital disruption is causing continued evolution. We discuss the likely impact on businesses and how ICT transformation will create opportunities within multiple sectors.

  • June 18, 2015

    Apple at WWDC: intelligent design

    Apple has confirmed the launch of Apple Music, its streaming music service, available on iOS devices by the end of June, and later on Android. Priced at the same level as Spotify’s premium tier and lacking a free ad-supported offer, much hinges on the appeal of its curation tools. Other key announcements included a news app, the roll-out of Apple Pay to the UK, improvements to maps, and new operating systems for Mac, iPhone/iPad and Watch. The main theme was one of increasing intelligence in services, with Music and News both being curated and the software getting better at understanding and predicting user needs. This is a necessary step to prepare for the next wave of consumer technology: wearables and connected devices.

  • June 2, 2015

    Moneyball — Sports rights negotiations

    Sports remain critical for both FTA and Pay TV. We believe that Nine has the greatest capacity to pay for rights and will retain its NRL contract, albeit with lower inflation than Seven and Ten will face as they chase AFL rights. We expect Foxtel to retain its Pay rights (possibly increasing its tally of NRL games per week).