Mobile and Wireless Technology

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  • 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.

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    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.

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    September 5, 2016

    UK mobile market Q2 2016: Revenue growth slows, profitability res [...]

    UK mobile service revenue growth dipped in Q2 to -1.7%, a 1.5ppt drop from the previous quarter. About 0.2ppts of this drop was accounted for by a (temporary) jump in the MTR cut impact, but the rest was due to underlying factors. These factors were various and differed in their impact on the different operators, and they include the EC-mandated roaming cuts, the leap year effect and the continued growth of SIM-only, as well as pricing changes that appear to have been reversed since the quarter’s end. Macroeconomic weakness does not appear to have played a part so far, mainly because there has not been any consumer-led macroeconomic weakness, and although some indicators have worsened since the quarter’s end, the change is still quite slight so far.

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    August 12, 2016

    Channelling strength: Virgin Media Q2 2016 results

    Virgin Media had its strongest June quarter since 2008 with 43k broadband net adds (31% of market net adds), of which Project Lightning contributed less than half. Current momentum remains largely dual play with continuing, though stable, net losses in the TV base. Content investments, and an upgraded UI and STB will be at the centre of TV promotions as refreshed triple play bundles are launched towards the end of the year in a bid to reinvigorate premium pay TV competition. In a saturated premium pay TV market, base stabilisation should be the near term target.

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    August 5, 2016

    NBN plans — Jockeying for position

    With the NBN now available to one sixth of Australian households, telecommunication carriers are battling aggressively for market share in the post-NBN world.  Venture Insights has reviewed the NBN plans being offered by a cross-section of the five largest carriers to see what they tell us about the competitive landscape.

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    July 26, 2016

    Vodafone Q1 2016/17 results: Price-led growth

    Vodafone Europe’s mobile service revenue growth continued to recover, despite regulatory and calendric headwinds, and continued customer service issues in its UK business. The improvement was driven by fairly aggressive price increases, most acutely in Spain, which drove fairly dramatic ARPU growth improvements but also subscriber growth slowdowns.

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    July 25, 2016

    Under pressure: TalkTalk Group Q1 2016/17 results

    TalkTalk reported net losses in broadband (-9k), with likely negative pressure on line rental, and weakness also in TV (-23k) although fibre (+36k) and mobile (+48k) net adds remained strong. Ahead of insight from competitor performances, the figures suggest a challenging quarter for the operator. Group revenue growth improved 1.3ppts to -0.4% owing to particularly strong carrier revenues, an inconsistent revenue stream. This was in spite of slowing consumer revenue growth (-1.2ppts to -2.5%) partly owing to cyber-attack related impacts.

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    July 6, 2016

    Big Data in Australia | Why every CEO needs to have a Big Data pl [...]

    Data is the new resource for companies looking to gain a competitive advantage in a rapidly evolving market. Big Data disruption is putting pressure on organisations to become smarter in order to gain a competitive advantage. This report discusses whether Australian and New Zealand organisations are mature enough to profit from data-driven decisions, and the key points required for businesses in order to strive in the ever-changing world of Big Data.

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    July 5, 2016

    UK mobile market Q1 2016

    UK mobile service revenue growth marginally improved in Q1, to 0.5% from 0.3% in the previous quarter, with the market now having been stuck at a modest but positive growth level for two full years

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    June 23, 2016

    UK mobile user survey 2015

    Our survey results highlighted disconnects between operator ambition and consumer perceptions across customer loyalty, network performance and quad play, with noteworthy implications for future competitive performance. O2 in particular benefited from strong branding which yielded network confidence and loyalty above that of top network investors, EE and Vodafone. Convergence prospects continue to look supplier driven with consumers reporting little interest in quad play packages even when offered with significant bundle discounts. Recent advertising campaigns have sought to change consumer perceptions of a dichotomy in mobile and fixed broadband provisioning which, if successful, will be to the benefit of all quad play hopefuls. The mobile usage disparities between 16-24 year olds and 55+ users are stark, for instance near 100% of mobile users aged 16-24 own a smartphone while for those 55+, this falls to just over half. The implications are strong for service providers in all manner of industries who are seeing new (younger) users come to market that bear little resemblance to the traditional users around whom much of the operational model is typically built.

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    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.
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    June 6, 2016

    UK broadband, telephony and pay TV trends Q1 2016

    TV viewing has one reliable, long term trend: programme genres are watched by consumers at predictable life stages and ages.At a high level, there has been little manipulation of the balance of genres being broadcast. But amongst the sub-genres, editorial optimisation has resulted in an uptick in actual viewing. As the core viewing age of linear television rises, there is an opportunity for broadcasters to leverage this to create the most desirable schedule for their available audience by daypart; with genres that transcend demographics when younger viewers tune in.

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    May 24, 2016

    Onwards and upwards: TalkTalk Group Q4 2015/16 results

    TalkTalk Q4 2015/16 results firmly indicated that operations had moved on from the cyber-attack; record low churn and strong mobile (+90k) and fibre (+72k) traction with stable gross adds were all in line with the revised strategy announced last quarter and marked the best net adds performance for the year. Wholesale subscriber net adds (+49k) were critical to on-net base stability against retail net losses (-49k), highlighting the short term value of wholesaling as a hedge against heightened (and expensive) retail competition although long term sustainability will rely on traction in retail. FY17 guidance targets EBITDA of £320-360m, with an implied 17-20% margin (+3-6ppts on FY16), which is accessible from MTTS projections, lost costs from revised trading plans, and lower CPAs before counting revenue growth contributions. The operating cost impact from blinkbox, York fibre and other new cost structures appears benign for the moment.
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    May 24, 2016

    Vodafone Q4 2015/16 results: Positive growth in Europe

    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.

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    May 17, 2016

    Expanding and upgrading: Virgin Media Q1 2016 results

    Virgin Media broadband net adds of 70k were the highest in 6 years, with record market net adds share of 35% in a slowing broadband market, and the strongest consumer cable revenue growth in over a year. Project Lightning roll-out and strong marketing were the key drivers and are expected to continue over the year. Recent momentum has been largely dual play driven but TV investments, including exclusive on demand content, and a software upgrade and refreshed set top box to be launched in H2 2016, should help with ongoing TV net losses particularly as cost pressures mount from wholesale sports content. Project Lightning updates informed that of the 4m total premises budgeted for network expansion to 2020, at least 25% of these will be connected via FTTP, signalling increased infrastructure competition with Openreach whose G.fast roll-out plans potentially diminish the current cable network speed advantage (though further cable upgrades are both possible and would recover this).
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    March 31, 2016

    UK mobile market Q4 2015: Growth softly softens

    UK mobile service revenue growth dipped down in Q4, but at least remained still just positive at 0.3%. The dip was driven by contract ARPU weakness at the largest three operators, mitigated by strong ARPU growth at the smallest operator H3G. Looking forward, the sources of weakness (growth of SIM-only and tariff policy adjustments) look more temporary than the sources of growth (data volume growth filling up capacity). SIM-only is likely to hit a natural ceiling, whereas data volume growth has no ceiling in sight and the scope for network capacity expansion is limited. With CK Hutchison currently negotiating with the European Commission in regards to the fate of the H3G and O2 merger, there is a high level of uncertainty on the future of the structure of the UK mobile market. Merging the two networks would generate extra capacity and capability, likely increasing competitive intensity, but the precise form this would take is unclear, as is the future of the brands and the identity of the capacity MVNO recipient(s).
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    March 22, 2016

    The rise of platforms and news distribution

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    What does the Future Hold for News Providers?
  • March 21, 2016

    Mobile Gaming: Moving Beyond Child’s Play Report

    Mobile Gaming has changed the face of video gaming. The conventional view of nerdy young male gamers no longer rings true - thanks to mobile, we are all gamers now.
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    March 11, 2016

    H3G and O2: Merging thoughts

    H3G and O2 are planning for their UK merger to create a mobile-only operator that leads the market in network quality and capacity, taking a contrary approach to the current trend of fixed/mobile convergent strategies. The merger would ease the severe spectral capacity constraints currently faced by both operators, and ease the scale disadvantage suffered by H3G ever since its launch in 2003, allowing a much stronger long term competitor. Post-merger, the UK mobile market will likely end up just as competitive as it is now, with pricing pressure actually more likely to continue into the medium term, and plenty of opportunities and threats for all the main players as the environment re-aligns.

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    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…
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    March 8, 2016

    The role of Millennials in the digital economy and the generation [...]

    Are Millennials really that different? Older cohorts increasingly exhibit similar behaviours and consume a similar mix of digital services. As the fastest adopters of technology, Millennials have become the focus of many marketers. However, as the digital expenditure of older, richer cohorts grows rapidly, companies need to deliver solutions and services for the whole market.
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    February 26, 2016

    Australian MVNOs – ‘Peak MVNO’ is here…

    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.
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    February 22, 2016

    EE Q4 2015 results: Slowing revenue, accelerating profits

    EE reported solid contract net adds, but weakening contract ARPU, which drove mobile service revenue growth down to -2.5%. However, EBITDA growth was spectacular at 15% in H2, suggesting that much of the subscriber growth is in low revenue high margin segments such as SIM-only and B2B, as well as cost control being strong. EE’s new parent BT is likely to be able to drive further progress in these areas, and the outlook is robust even if quad play demand remains low in the consumer market.