Mobile and Wireless Technology

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  • October 25, 2017

    Australia’s 5G roadmap – on your mark, get set, go…

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    While 5G standards are yet to be finalised, it is clear 5G will significantly increase network performance with improved connectivity, faster speeds and very low latency. However, to fully exploit the potential of 5G, the Australian telco market needs a policy framework that prioritises 5G and focuses on spectrum management and deployment strategies.
  • October 9, 2017

    Broadband pricing – more bang for your buck

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    As headline price competition continues to remain important, Australian RSPs are looking to other avenues to differentiate their broadband services. Data inclusions, media and bundles are emerging as the next frontier in the battle to capture greater share of the fixed broadband market for Australian RSPs.
  • October 5, 2017

    New Zealand Mobile Market Outlook

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    Challenging times driven by increasing competitive intensity, rising data usage and transitioning to new network technologies
  • August 25, 2017

    The 5G Evolution, Part 2 – Standards, Deployment and Challenges

    The 5G era will soon be upon us, with key stakeholders in developed countries progressing well towards commercial deployment in the early 2020s. Key challenges such as spectrum management and privacy and security will need to be addressed to ensure 5G successful implementation.
  • August 17, 2017

    UFB Market to 2020 and beyond –Why the Kiwis are winning…

    For much of its history, New Zealand’s fixed broadband market was dominated by a single incumbent. This is no longer the case. Structural separation of the incumbent, along with the UFB Initiative, have thrown the fixed broadband market wide open, unleashing a competitive retail market that is a win-win for everyone.
  • July 28, 2017

    Mobile Telco Market Outlook

    A mature mobile market with steady growth driven by a rising population is on the cusp of change with both innovation (5G) and disruption (TPG) just around the corner.

  • June 21, 2017

    Vodafone Q4 2016/17 results: Solid results, better (short-term) o [...]

    Vodafone Europe’s service revenue growth reached positive territory in the March quarter, having recovered from a long term decline that it has suffered since 2009, thanks mainly to market stabilisation within the countries where it operates. The company’s service revenues are now growing in Germany, Italy and Spain, with the UK now the laggard, having suffered from recent billing migration issues. With Europe’s major mobile markets now stabilised, Vodafone’s continued high investment levels gives it an opportunity to develop a competitive advantage and outperform its competitors, rather than just keeping up with them.

  • UK mobile market Q4 2016 – Nearly back to growth
    UK mobile market Q4 2016 – Nearly back to growth
    April 21, 2017

    UK mobile market Q4 2016 – Nearly back to growth

    UK mobile service revenue growth was -0.1% in Q4, a 0.6ppt improvement from the previous quarter. This was helped by some modest price firming, continued strong data growth, and some inflation in handset prices. In the shorter term, the outlook for market service revenue growth is fairly positive, with ARPU-enhancing pricing moves in evidence, supported by continuing strong data volume growth, and existing customer price increases due to take effect from Q2 2017.

  • Slides for Media & Telecoms: 2017 & Beyond Conference
    Slides for Media & Telecoms: 2017 & Beyond Conference
    April 19, 2017

    Slides for Media & Telecoms: 2017 & Beyond Conference

    Slides from the presentations by the following speakers at the Media & Telecoms: 2017 and Beyond conference on 2 March 2017: Tom Mockridge, Virgin Media; Frank Sixt, Hutchison; Andrew Griffith, Sky; Geoff Austin, Moelis & Company; Mike Darcey, News UK; Matthew Kirk, Vodafone.
  • Slides for Media & Telecoms: 2017 & Beyond Conference
    Slides for Media & Telecoms: 2017 & Beyond Conference
    April 19, 2017

    Media & Telecoms: 2017 & Beyond Conference transcript

    Enders Analysis co-hosted the annual Media & Telecoms 2017 & Beyond conference in conjunction with Deloitte, Moelis & Company, Linklaters and LionTree, in London on 2 March 2017. The day saw over 450 senior attendees come together to listen to 30 leaders and senior executives of some of the most creative and innovative businesses in the media and telecoms sector, and was chaired by David Abraham.

  • European mobile in Q4 2016
    European mobile in Q4 2016
    April 19, 2017

    European mobile in Q4 2016

    European mobile service revenue growth was unchanged in Q4 on the previous quarter at -0.1%, tantalisingly close to growth but just held back by renewed mobile termination rate cuts in Germany. ‘More-for-more’ tariff changes are becoming increasingly commonplace, as operators increase data bundle sizes to allow for volume demand growth, but nudge up pricing as partial compensation. This has not yet translated into positive revenue growth across Europe as a whole, but increasingly looks like it will do, with a number of moves made in early 2017.
  • April 12, 2017

    French election: High tide of populism receding?

    France’s first round of the presidential election on 23 April looks set to deliver a run-off on 6 May between nationalist Marine Le Pen and pro-EU, pro-NATO reformer Emmanuel Macron, who holds a 20 point lead in that contest – a much higher margin than last year’s mistaken projections for Clinton and Remain Should Mr. Macron become president and win a majority in the June parliamentary elections, a challenge for nascent party En Marche!, his reformist platform would tackle France’s main economic issue: low employment. The anticipated privatisation of Orange could launch a burst of media and telecom M&A
  • March 24, 2017

    The Future of Wi-Fi – Applications and Revenue Opportunities

    Two decades after its introduction, Wi-Fi continues to improve and innovate the way we wirelessly connect devices and access the Internet. These improvements will lead to new and emerging markets and applications for Wi-Fi, which in turn will provide new revenue opportunities for carriers and operators.
  • March 10, 2017

    New Zealand Telecommunications Market Outlook: The Ultra-Fast Bro [...]

    The scale and pace of consolidation within the New Zealand telecommunications market has been high over the past few years with the focus now moving towards increasingly higher levels of competition across broader and deeper product offerings. There is clear structural shift from fixed voice to mobile while fixed line broadband remains steady, as the market continues to experience increasing rates of data consumption, increased internet speeds and greater flexibility with entertainment. The Ultra-Fast Broadband (“UFB”) network continues to expand with almost all New Zealanders having access to faster broadband by 2020.

  • March 7, 2017

    Mobile World Congress: a look at tech & media

    Smartphone hardware did not take centre stage at the year’s premier mobile industry event in Barcelona, with license-built Nokias generating as much excitement as flagship smartphones from HTC, Sony and Samsung. In VR, AR and IoT, the most impressive signs of progress were under the hood rather than in flashy device announcements – as the actual use cases become more specific, so does hardware and software. Concrete business applications around the personal data generated by connected mobile devices was a major theme, with new types of automation and personalisation in services and media – and a growing market for security.

  • February 28, 2017

    ComCom says no to ‘Skodafone’ – What now?

    The proposed merger of Sky TV and Vodafone in New Zealand was rejected by the Commerce Commission on 23rd February 2017. We discuss the reasoning behind this decision as well as the wider implications for Sky TV, Vodafone and the industry.
  • 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.
  • November 25, 2016

    SFR and the downsides of the LBO model

    France’s number two telecoms operator has suffered extensive damage since the 2014 takeover by Altice, which engaged in a slash-and-burn leveraged buy-out. Market share loss has triggered a revenue decline, with uncertainty of when this might stabilise. Increased investments will barely allow SFR to stand still in the competitive race for 4G and fibre deployment. Cash flow, while in decline, is sufficient to meet high debt payments – but rising bond yields could pressure P&L. SFR aims to appeal to subscribers through enlarged bundles of content sourced mainly from Altice investments in media, but execution seems geared to achieve VAT optimisation and augment the group’s political influence – which may be needed as massive job cuts are planned.

  • November 24, 2016

    Vodafone Q2 2016/17 results: Strong in parts

    Vodafone Europe has improved its mobile service revenue growth to near zero (-0.2%), and narrowed its revenue growth gap to competitors to a mere slither (0.2ppts), allowing it to return to significant EBITDA growth (3.1%). The primary driver for this was however ‘more-for-more’ price increases, which have been followed by competitors only in part, and it is still losing contract subscriber share across its major markets (with significant local variation). Its overall network performance statistics are flat, and customer NPS statistics are improving in some markets and worsening in others. Future outperformance is possible, but by no means guaranteed, and we believe that stabilising market share should be more of a priority than price rises.

  • The pace of consolidation continues — Superloop acquires BigAir
    The pace of consolidation continues — Superloop acquires BigAir
    October 17, 2016

    The pace of consolidation continues — Superloop acquires BigAir

    Superloop has acquired BigAir to create a wholesale and retail alternative to the nbn across corporate, campus, metro and regional markets in Australia with a merged entity enterprise value of around $500 million. We discuss the key drivers for the acquisition, the impact to the market and immediate outcomes following completion.

  • October 12, 2016

    Google devices: leading the charge to consumer AI

    Google’s recent hardware launch event was a confident assertion of an AI-led future where Google’s services are present for everyone, everywhere With Google’s Assistant central to them, devices like the Pixel phone and Google Home smart speaker put pressure on Samsung, Apple and Amazon. If Google’s AI push is successful, it will evolve and strengthen the company’s role as a gatekeeper to content and services, fundamentally reshaping search marketing.

  • October 11, 2016

    Advertising Market Outlook: The Digital Revolution Continues

    The Australian Advertising Expenditure market outlook report discusses the actual (2006 – 2015) and forecast (2016 – 2021) advertising revenue alongside the key drivers within the Digital, Broadcast Television, Print, Radio and Outdoor markets.

  • September 27, 2016

    European mobile in Q2 2016: Down but resilient

    European mobile service revenue growth worsened slightly in Q2, dropping to -1.2% after three consecutive quarters at -0.8%. Southern Europe significantly outperformed the North, reversing the regional trend of recent years. Mobile service revenue growth was thus quite robust given these factors, helped by price firming in a number of markets, particularly Spain

  • September 8, 2016

    Telecommunications Market Outlook

    The scale and pace of consolidation has been a major theme within the telecommunications market over the past few years. Consolidation is now coming to the end of an era and the market is entering into a new phase of competition. We discuss these changes along with the current and future market trends, key market players, and ways in which businesses remain dominant in the ever-changing market place.