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January 14, 2021(UK) COVID-19 and Mobility
Flash Report, Reports- Lockdown 1.0 in March-April-May 2020 reduced mobility in London to 65% of its pre-pandemic baseline, swelling time spent at home. London’s mobility tracked a similar decline to Paris and New York City, all hugely reliant on public transport
- Easing lockdowns and good weather slowly led to a mobility recovery through the summer and early autumn, but it sharply declined again after November’s Lockdown 2.0. The mobility decline was greatest in the City of London, which is more acutely affected by working from home
- Each nation in the UK diverged slightly from September due to varying local policies adopted by England, Wales and Scotland to address their public health crises. Notably however, Lockdown 2.0 did not cause mobility to fall to the same degree as late March
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January 13, 2021Edge Computing – defining the market and business models
Focus Report, ReportsEdge computing is, fundamentally, the placement of processing and analysis capabilities near the edge of the network close to the sources of data to achieve these objectives. This deployment requires a fairly complex value chain of resources and capabilities. As a result, it is taking time for the structure of the edge computing market to emerge, and for the required partnerships and associated business models to develop. We expect this process will take years, as edge computing grows in scale and sophistication from its current rudimentary beginnings. -
December 16, 2020Taking Free-to-Air TV online in Australia: opportunities and chal [...]
Focus Report, Free Sample, ReportsThe report is designed to enumerate the key technical, commercial and equity issues that would arise in the course of such a migration, providing insights and identifying problems that would need to be addressed. Amongst other things, this requires an examination of Australia’s digital infrastructure and its capacity to support television distribution, the media and telecommunications business models that would need to be adapted, and the response of households to the changes in consumer technology that would be required. A household survey was also undertaken to inform this report, and details are included in the Appendix. The report is not a proposal that free-to-air television should entirely move to online delivery, nor is it a strategy to get there. Nor is it a cost-benefit analysis. -
December 9, 2020Australian Data Centres and Submarine Cables Outlook
Market Outlook, ReportsData centres embracing a hyperscale future, driven by cloud migrations and increasing international traffic through submarine cables. -
November 26, 2020Google search in the dock: Department of Justice targets mobile b [...]
Flash Report, ReportsThe US Department of Justice (DoJ) is bringing an antitrust case against Google under Section 2 of the Sherman Act, accusing it of operating an illegal monopoly for internet search and search advertising in its home market of the US. Although a monopoly by itself is not illegal in the US, Google is accused of maintaining its search monopoly by unlawful means. The case targets Google's licensing of its Android operating system and exclusionary agreements with Apple for its devices that allow Google to be the default search provider on most mobile devices in the US. -
November 23, 2020Vodafone: Bright spots and low lights
Flash Report, ReportsThere are some reasons to be cheerful about Vodafone right now—small nuggets of encouragement in its H1 results and the prospect of some market repair in the UK. Annual in-contract price rises of CPI + 3.9% across the UK mobile sector could provide very valuable support -
October 9, 2020Australian Household 5G Fixed Wireless Substitution Forecast
Focus Report, ReportsThe advent of 5G, combined with an increase in smart device penetration, has made 5G fixed wireless and mobile broadband more attractive to consumers, and this will lead to a significant growth in wireless broadband usage. As consumers rely more and more on wireless broadband (both mobile and fixed wireless) connectivity, customers may look to cut their fixed broadband connection and rely on wireless devices for broadband connectivity. -
October 1, 2020Commentary: Webscale Capex in 2Q20
Focus Report, ReportsAs WNOs have grown, they’ve developed more sophisticated offerings in the cloud, often targeting specific vertical markets with customized platforms, including telecom. This is impacting how telcos build their networks and develop services. In the last year, webscale partnerships with telcos have expanded, spanning workload shift, joint development, and service partnerships – often supporting 5G. In January, our research partner MTN Consulting flagged the need for more collaboration between telcos, WNOs, and carrier-neutral providers as essential for 5G success as telcos aim to lower their capex outlays. -
September 17, 2020Australia consumer and SMB broadband pricing trends – Broadband [...]
Focus Report, ReportsBroadband services are critical enablers for access to information, employment, markets and key services. Consumer demand for broadband services has grown rapidly in the last decade with household penetration increasing to 85% in 2019 compared to 64% in 2009. This report analyses the competitive environment in the fixed broadband market, focussing on consumer price trends. In particular, we analyse the major RSPs – Telstra, Optus, TPG and Aussie Broadband to evaluate their broadband offerings in the retail market. -
September 2, 2020CNNO Playbook: Crown Castle
Flash Report, ReportsThe big three U.S. telcos (AT&T, Verizon and T-Mobile) have historically owned and operated their own towers. However, with rising debt and heavy costs involved in deploying the networks, the big three telcos spun off their tower assets to independent tower companies. AT&T and T-Mobile sold their tower business to Crown Castle; and Verizon disposed of its tower assets to American Tower. It was a win win situation for both the parties, as telcos could monetize their tower assets and pay off their debts. In exchange, tower companies could gain a long term customer. The exit of the big three telcos from the tower space led to the market dominance of American Tower, Crown Castle and SBA in the U.S. tower market segment. -
August 27, 2020The Australian tower market 2020
Focus Report, ReportsThis report assesses the Australian mobile communications tower market and the drivers for tower and small cell demand in Australia. The rollout of 5G and renewed interest in small cell technology is an opportunity to reconsider the financing and ownership of potentially shareable infrastructure. -
August 27, 2020Webscale Playbook: Tencent
Flash Report, ReportsTencent’s meteoric rise into one of the leading internet businesses coincides with China’s internet boom that started at the end of 20th century. According to the ITU estimates, just ~1.8% of China’s total population were internet users in the year 2000 – two years after Tencent was founded – that has now exploded to about 64%. Tencent’s initial journey began with the desktop-based instant messaging offering, QQ (initially QICQ), which slowly gained popularity and provided the company with a strong footprint in the domestic market. The start of the new decade saw more users going mobile with the increased cellphone penetration in the country, which led Tencent to launch its popular mobile instant messaging app, WeChat (Weixin in China) in 2011. -
August 27, 2020New Zealand Telco Market Outlook
Market Outlook, ReportsWe anticipate a negative-growth telecommunications market over the next few years, with broadband growth offset by declines in mobile and fixed voice. -
August 20, 2020Optus 1QFY21 and Vocus FY20 earnings update: revenues fall amidst [...]
Flash Report, ReportsBoth Optus’ and Vocus’ revenues were impacted by COVID-19. Both operators saw mobile revenues decline in the last quarter, as consumers relied more on fixed broadband while working from home. Pre-COVID-19, we noted rising pressure on mobile ARPUs due to competition and increased consumer interest in cheaper plans. We forecast that COVID-19 would exacerbate these pressures, and this has been validated by Vocus’, Optus’ and Telstra’s results this week. -
August 18, 2020BT UK – COVID-19 hit, fibre promise
Flash Report, ReportsBT’s first full quarter under the shadow of COVID-19 revealed a mix of negative impacts not entirely as predicted, by ourselves or indeed BT itself. The suspension of sport certainly had an impact on BT Sport revenue, but only about half of what we had feared (less than £50 million versus around £100 million), and Openreach was also relatively unaffected, perhaps having returned to full service levels quicker than anticipated. There was a strong negative impact on B2B revenue, but this was much more focused on SMEs than large corporates, with Global’s financials largely unaffected (so far), and mobile (which BT had not specifically warned about) was hit hard across consumer and (especially) B2B, with the results of the other mobile operators suggesting that the effect was market-wide. -
July 30, 2020Australian Telecommunications Market Outlook
Market Outlook, ReportsWe anticipate a negative-growth telecommunications market over the next few years, with slow growth in consumer revenues being offset by declines in the enterprise market. In 2020, we expect COVID19 to have a negative effect on both consumer and enterprise revenues as economic activity declines. -
July 24, 2020Technology and connectivity critical for Australian SMBs
Focus Report, ReportsWith COVID-19, the Australian economy has undergone a large demand-side shock where consumer demand for many products and services has disappeared following the introduction of social distancing rules to flatten the infection curve. -
December 17, 2019The rise of smart homes in Australia – we are only getting star [...]
Focus Report, ReportsIn the past few years, there’s been a rapid increase in the use of home automation devices and technologies across the world. The mass adoption of connected devices and the rise of Internet of Things (IoT) has led to the rise of the Smart Home market which offers consumers interconnected and improved access to a range of services. In August 2019, Venture Insights conducted a consumer survey focussing on electricity, solar energy, batteries, smart homes, electric vehicles and climate change in the Australian market. In this report, we present the key insights drawn from the smart home section of the survey and discuss the current state of the smart home market in Australia, key drivers for future growth, the ideal ecosystem provider and the scope for bundled services.
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December 13, 2019Cybercrime as a Service: Six critical questions every business mu [...]
Focus Report, ReportsThe rising costs of cybercrime are driven by an increase in online devices, more cyberattacks and the growing sophistication of cybercriminals and their toolkits -
November 25, 2019Cybercrime – The Upside
Focus Report, ReportsMarket disruption caused by cybercrime and continued technology growth has created a range of market opportunities for cybersecurity. Cybersecurity education, managed services, insurance and innovative cyber start-ups are all strong areas of growth in the Australian market. -
November 20, 2019Consumer magazine publishing in the UK
Market Outlook, ReportsLong-known market trends have become even more accentuated: circulation decline is -13% (consumer spend decline is c. -3%); print advertising is down -12%, with online advertising spend up a mere 1% (see pages 3, 11)
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October 8, 2019Australian Data Centres and Submarine Cables Report
Market Outlook, ReportsThe Australian data centre (DC) market is rapidly expanding, forecast to reach over A$3bn by 2026 with nearly 1,200 MW of capacity. Current revenues are A$1.5bn with 530 MW capacity. Currently, a majority of data stored in outsourced DCs are from enterprise and government clients. However, the market is moving towards the hyperscale segment, due to ongoing shift to cloud-based computing. We predict hyperscale to generate 35% of total DC revenue in 2026, occupying 50% of total supply. The major providers of DC capacity in Australia are a mix of international players and Australian based DC specialists. We predict that relative market shares of these players will converge over time due to relatively small areas of product and service differentiation.Driving the DC market is the submarine cable industry with four new cables planned. Perth and Brisbane are key growth areas, while Sydney will continue to remain the market leader by a large margin. A cable landing station was completed in Sunshine Coast in September 2019.
September 17, 2019Cut-price iPhones: Apple’s innovative approach
Flash Report, ReportsApple’s iPhone launch event was relatively light on iPhone, which shared the stage with games, TV, Watch, iPad and retail announcements. This reflects Apple’s developing priorities: as iPhone sales soften, it needs to find new ways to extract value from the wealthy user base it has spent a decade nurturing. Apple has embraced this new strategy, offering a range of cheaper points of entry into its ecosystem, making the lost profits back on accessories or content subscriptions
September 16, 2019Spotify’s podcast play
Flash Report, ReportsSpotify is investing heavily in podcasting through acquisitions, original content and product innovation. It is under pressure to reduce dependence on record labels, whose power makes generating large profit margins difficult. Podcasts promise a non-music content genre where Spotify can capture more value. Secondary benefits abound: Spotify can take an active and lucrative role in modernising online audio advertising, it can solve the podcast discovery problem, and engagement across more forms of audio will improve retention
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