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September 4, 2018When an Amazon TV show wins a Golden Globe, Amazon sells more sho [...]
Focus Report, ReportsOver the past two decades, Amazon has grown to become the largest ecommerce player in the world. But to think of it as just an online retailer would be underestimating its presence across multiple other services and markets. Within this, Amazon Video is fast emerging as a key pillar of Amazon’s overall business as it uses video to increase Prime memberships and improve user stickiness on the Amazon platform. -
August 30, 2018IoT in Transport – rise of the connected transport market
Focus Report, ReportsThe Internet of Things is set to transform the transport industry by driving real-time connectivity between vehicles and transport infrastructure. In Australia, the transport IoT market is forecast to generate about A$5bn in revenue in the next five years. -
August 9, 2018IoT Connectivity Technologies
Focus Report, ReportsThe Internet of Things is becoming a pervasive part of our technology ecosystem. At its heart, communication and connectivity technologies enable IoT devices to interact and share information. There are a number of connectivity options available for IoT networks, each with specific characteristics which makes them suitable for specific applications and use cases. -
August 5, 2018Venture Advisory Monthly Wrap – July 2018
Monthly wrap, ReportsVenture Advisory provides a review of leading Australasian telco, media and technology companies on a monthly basis. This review considers amongst other things share price performers ( best and worst performers during the month), company news flow and ASX release updates and respective valuation trading multiples. The report is designed for busy executives and investment professionals that want to get a flash update and stay on top of key news flow. If you wish to find out more or have an deeper enquiry please feel free to contact Nigel Pugh or Sarah Houghton.$900.00 -
July 30, 2018Quality media, Ozone protection
Focus Report, ReportsThe Telegraph, The Guardian and News UK (The Times and The Sun) will jointly invest in The Ozone Project to develop a state-of-the-art platform to sell their digital inventory. Ozone will add value to news digital inventory and seek to win back advertiser expenditure on Facebook and Google’s various properties, (indirectly) reigniting interest in placement next to quality news media content. Each JV participant operates a distinct business model, which risks friction, but this digital reboot is crucial. By 2020, Ozone could add circa £30 million per annum – not a trivial contribution to a national newspaper newsroom. -
July 12, 2018Virtual Reality in 2018: Ready Player None?
Focus Report, ReportsYet another annual hype cycle in 2018 can’t hide a tepid consumer appetite for all VR platforms and heavy weather for the industry as a whole. The launch of Oculus GO, a standalone device at an attractive price, is a milestone for VR; nevertheless, even Facebook remains worried about reach and the state of the industry. Mobile AR is still a strategic focus for Google and Apple, producing diverse applications instead of just games, but new headsets from Microsoft and Magic Leap which promise advanced MR experiences have no launch dates. -
July 9, 2018
Europe’s Creative Hubs Update 2018
Market Outlook, ReportsThis third edition of Europe's Creative Hubs, produced on behalf of Bertelsmann, highlights the challenges of the digital age for enterprises of the creative industries of France, Germany and the UK from new consumer behaviors and the advent of new competitors and new forms of competition for users and customers from tech giants, Amazon, Facebook, Google and Netflix. The report calls upon policymakers in Europe to ensure a level playing field for traditional media in the key areas of taxation, competition law, privacy and data protection, highlighting the interaction of these three in the market for online advertising. -
July 6, 2018Westpac leads the Fintech investment charge
Focus Report, ReportsAustralia’s largest banks have been very active in the fintech market. This report explores the investments that they have made and considers their contrasting approaches to those investments.$450.00 -
July 5, 2018
Venture Advisory Monthly Wrap – June 2018
Monthly wrap, ReportsVenture Advisory provides a review of leading Australasian telco, media and technology companies on a monthly basis. This review considers amongst other things share price performers ( best and worst performers during the month), company news flow and ASX release updates and respective valuation trading multiples. The report is designed for busy executives and investment professionals that want to get a flash update and stay on top of key news flow. If you wish to find out more or have an deeper enquiry please feel free to contact Nigel Pugh or Sarah Houghton.$900.00 -
July 4, 2018The eSports economy – it’s just getting started…
Focus Report, ReportseSports has grown in popularity beyond being a niche form of entertainment to becoming a powerful means to engage millennial audiences. There’s significant investment from major media corporations, mainstream advertisers and professional sports franchises, demonstrating the emerging importance of eSports. -
June 21, 2018LEO Satellites: The race to connect the unconnected
Market Outlook, ReportsTraditional satellites have struggled to meet the connectivity requirements of current IoT applications and are expensive for existing segment users. Low Earth Orbit satellite technologies can complement traditional satellite and terrestrial services to solve IoT connectivity issues and the growing broadband digital divide. -
June 19, 2018Advertising after the turning point: When offline is the exceptio [...]
Market Outlook, ReportsOnline advertising became the majority of all UK ad spend last year, in step with China but ahead of all other major markets. Direct response has further increased its share to 54% of UK ad spend, fuelled by the self-serve platforms of Google, Facebook and Amazon, while content media nets just 11% of the online advertising pot. We estimate that all online-delivered channels - including "pure play" online properties, broadcaster VOD, digital out-of-home and online radio - could account for well over 60% of UK ad spend by 2020, but only with improved commitment to industry governance. -
June 12, 2018
Advertising Market Outlook:The Digital juggernaut continues with [...]
Market Outlook, ReportsVenture Insights expects total advertising spend to grow at a 2.7% CAGR to $17.4bn in 2022. Digital will account for the majority of the growth in AdEx through our forecast horizon increasing from 49% of the market today to 66% by 2022. While we see risks to TV audiences and hence ad revenues, we believe the TV model is far from dead. TV can continue to attract significant audience reach (and engagement) but it must evolve to stay relevant. Overall we forecast -3.7% CAGR (to FY22) for TV AdEx. -
June 11, 2018Disruption in Premier League football? 2018 auction finally over
Focus Report, ReportsThe latest auction of live Premier League broadcast rights commencing in 2019/20 has concluded at last, with three different winners for the first time. The total sum has not been confirmed, but it looks to be down c. 10% from the previous auction at £1.55 billion per season—still substantial, and not far off the BBC’s entire TV content budget. As we predicted, Sky and BT remain dominant, winning 180 of the 200 games per season, whilst new entrant Amazon picked up one of the leftover packages at what looks to be a very low price. -
June 7, 2018Mobile Visual Search: A Picture is Worth a Thousand Searches
Focus Report, ReportsIn the past few years, search technologies have seen dramatic improvements with both voice and visual search emerging as alternatives to traditional text-based keyword search. While voice search may have gotten a head start, rapid improvements in AI and the quality of smartphone cameras means that Mobile Visual Search is fast catching up. -
June 5, 2018
Venture Advisory Monthly Wrap – May 2018
Monthly wrap, ReportsVenture Advisory provides a review of leading Australasian telco, media and technology companies on a monthly basis. This review considers amongst other things share price performers ( best and worst performers during the month), company news flow and ASX release updates and respective valuation trading multiples. The report is designed for busy executives and investment professionals that want to get a flash update and stay on top of key news flow. If you wish to find out more or have an deeper enquiry please feel free to contact Nigel Pugh or Sarah Houghton.$900.00 -
May 29, 2018Machine Learning – connecting the dots…
Flash Report, ReportsMachine learning is a branch of Artificial Intelligence that enables computer programs to learn, analyse and identify trends and patterns within large sets of data. Rapid innovation in recent years has seen exciting advances in machine learning with the rise of multiple use cases across a range of industries. -
May 25, 2018Retailing in the material world
Focus Report, ReportsEcommerce has grown to 17.5% of retail spend, and accounts for almost all growth in spend. Physical retailers are beginning to feel the effects, with chains reporting falling profits and even bringing in administrators. The UK picture is muddied by a general lack of economic recovery, and irrelevant comparisons with the US. Finished goods stores, however, are clearly under extreme pressure. We are moving into a retail paradigm of online and offline elements being freely matched. To survive this transition, brick and mortar retailers have to become differentiated experiences and close the data gap with e-retailers -
May 22, 2018Blockchain in Telecom – moving from concept to reality…
Flash Report, ReportsIn the past decade, Telcos have had to deal with a number of disruptive technologies. The pace of change is set to continue as Telcos transition towards a 5G and IoT enabled ecosystem. As Telcos seek new revenue opportunities and a way to streamline operations, Blockchain is rapidly evolving to become one of the most promising emerging innovations for telecoms today. -
May 17, 2018Wall St Shuffle: Spotify’s non-IPO
Focus Report, ReportsSpotify is now the world’s first publicly listed on-demand music streaming service. Its global footprint generated €4 billion in 2017 from over 70 million paying subscribers and 90 million ad-funded users across 65 countries. As it expands, the service is steadily but surely moving ever closer to profitability, with a 2019 operating profit a very real prospect. So far and for the near future, Spotify’s global pre-eminence versus competition from Apple, Amazon and Google proves remarkably resilient. Plans to build upon its differentiating features will become ever more decisive as the tech titans will continue to wield their resources and ecosystems against the comparatively undiversified company. -
May 16, 2018SXSW 2018 – Visions of the future: Blockchain, AI and Colonies [...]
Flash Report, ReportsVenture Insights attended this year’s South by South West (SXSW), Austin’s annual technology conference.This report highlights 7 key trends from the event, including: the impact of Blockchain, whether we should trust AI, how ethics apply to platforms, the battle for your voice and whether we will be on Mars by 2019! -
May 13, 2018Bad health habits?
Focus Report, ReportsAustralia's overall health expenditure is growing faster than GPD - with no end is sight. Mega demographic trends such as ageing population suggest that our health costs as measured as a percentage of GDP will continue to grow for the foreseeable future. This places ongoing pressure on Governments and individuals to find the funding to support our health. The almost out of control tends with chronic avoidable diseases are a worrying concern. However, its not clear that lack of education is the only problem do we just have terrible health habits? If so, what can be done about its and who (governments, health insurers, health providers or individuals) should be responsible. -
May 10, 2018TPG mobile launch plans – there’s going to be data on the str [...]
Flash Report, ReportsWith an increasingly commoditised fixed market, the Australian mobile market is under attack as both margins and market share are under pressure. TPG is set to launch its mobile network with rock bottom introductory pricing for mobile data.$900.00 -
May 10, 2018NBN update: more fibre + better pricing will lead to higher speed [...]
Focus Report, ReportsThe NBN has made significant progress on improving speed uptake on its network in the past six months driven by the pricing changes announced in November 2017. However, customer complaints that continue to rise as the rollout progresses and an increasing threat from fixed wireless substitutes continue to weigh on the future of the NBN.
