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January 21, 2021Top 5 Telco Trends in 2021
Flash Report, Reports2020 was a disruptive year for everyone, including the telecommunications industry. But as a semblance of normality emerges, change in the industry continues unabated. Our top telco trends for 2021 are:- Low end operator brands seize leadership in the consumer market
- Telco infrastructure comes into play as operators seek to monetise assets
- Government refocus on regional communications as nbn rollout ends
- Enterprise market shift as nbn disrupts the fibre wholesale market
- 5G comes into its own as handset availability surges and coverage expands
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January 21, 2021(UK) Update 2021: COVID-19 and Mobility
Flash Report, Reports- The UK entered 2021 in the grip of a dangerous third wave of the pandemic, despite Lockdown 3.0 over Christmas, driving down trips taken by people to depressed levels last seen in Lockdown 1.0, reducing economic activity for Q1
- Time spent at home closely tracks the severity of lockdowns and mandates to work from home (WFH). Underpinned by the UK’s advanced digital infrastructure and services, WFH is providing resilience to Gross Value Added (GVA) creation, while staff in B2C activities are furloughed
- The City of London is emblematic of the potential for outsourced GVA creation under WFH. Its skilled and highly paid staff are too valuable to employers to risk exposure to the virus. WFH, largely preserving GVA, will anchor the future of work
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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. -
January 7, 2021Battery backup for telco infrastructure: options and necessity
Focus Report, ReportsThe 2019-20 bushfire season has renewed the focus on battery backup for telco infrastructure. About 88% of the tower outages were caused by power failure and only 1% was were due to direct fire damage. Thus, a better power backup could have significantly improved the emergency response during the bushfires by reducing tower outages. -
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 13, 2020Virgin Media: Subscriber growth renaissance continues
Flash Report, ReportsVirgin Media’s lockdown subscriber surge continued into Q3, as working-from-home highlights the importance of the faster speeds its network can offer.
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November 12, 2020Google News Showcase An olive branch to publishers (and regulator [...]
Flash Report, ReportsOn 1 October, Google CEO Sundar Pichai announced $1 billion for worldwide news publisher partnerships for a novel News Showcase product, helping them to distribute their content to a new audience. -
October 7, 2020European TV & video subscription platforms: Recovery from lo [...]
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October 2, 2020Made in China- TikTok Global between a deal and the precipice
Focus Report, ReportsByteDance is rushing to sell a 20% stake in TikTok Global to Oracle and Walmart at an enterprise value of $60 billion. TikTok otherwise faces a ban in the US on 12 November, subject to legal challenges
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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 7, 2020Australian Small Business Survey: 5G broadband battleground for O [...]
Focus Report, ReportsThis report presents the survey results across 602 small businesses and highlights their views on willingness to pay, churn intentions and their views on 5G mobile and fixed wireless broadband. The survey was targeted towards the IT decision makers in small businesses, which this survey defined as having an employee count of between 5 – 20 employees. -
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. -
August 18, 2020ITV UK H1 2020 results
Focus Report, ReportsThere may be light at the end of the tunnel. After Q2 advertising revenues dropped 43% YoY, ITV has noted that there has been an upward trajectory (July down 23%, August appearing to be even better). This would leave ITV’s advertising revenues down between 15-25% for 2020 (ITV is unwilling to give forecasts). It appears that advertisers are beginning to think further ahead than they have for months—anecdotally, while around 80% of ad revenue is normally booked prior to the month’s start, this had reversed to about 20% in Q2. -
August 12, 2020Art of the deal – Microsoft swoops for TikTok
Flash Report, ReportsMicrosoft hopes to buy TikTok from Chinese owner ByteDance before President Trump’s Executive Order halts transactions with the company in mid-September. Twitter is now in the game, but is unlikely to prevail -
August 6, 2020The New Era of Voice Commerce: Be in It to Win It
Market Outlook, ReportsThe rise of voice technology is transforming the way we consume information and make purchases, giving customers the option to engage in a hands-free and seamless shopping experience. -
August 4, 2020Too big to derail – Facebook unmoved by its advertiser boyc [...]
Flash Report, ReportsFacebook grew revenues by 11% in Q2. This rate is higher than investors expected, but still driven to record lows by the pandemic slowdown. It forecasts 10% growth in Q3Sector Technology. -
June 18, 2020Insurtech White Paper Part III: Segments and Players in the Austr [...]
Focus Report, ReportsThis report is the final report in a series by Venture Insights on the disruption in Insurtech, following on from reports on the global landscape and aspects of the Australian landscape. -
June 16, 2020Australian Consumer Behavioural Survey – 2020 Part 3: Opportuni [...]
Focus Report, ReportsThis survey report on working from home is the third of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020). The aim of the survey was to understand how new needs due to COVID-19 had changed consumer broadband and technology usage.
