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    July 6, 2020

    Telecoms and pay TV – Opportunities beyond lockdown

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    The Disney Channel, Disney XD and Disney Junior will cease to be broadcast in the UK. Carriage negotiations with the major platforms have clearly been going on for some time, with the March agreement for Sky Q to carry the new SVOD service Disney+ completed without any reference to the linear channels.
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  • July 2, 2020

    UK broadband, telephony and pay TV trends Q1 2020 – No foot [...]

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    Market revenue growth plummeted to -2% in Q1 2020, with a lack of premium sports pay TV revenue the biggest factor
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  • July 1, 2020

    Venture survey: NZ mobile consumers driven by price

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    Venture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ.
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  • June 25, 2020

    OptiComm acquisition strengthens Uniti’s competitive offer

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    Venture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ.
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  • June 19, 2020

    TalkTalk UK – Cost savings drive earnings in a challenging [...]

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    TalkTalk grew EBITDA by 10% in 2019/20, an impressive cost cutting driven result, with revenue and gross margin falling as the company struggles with the move to high speed
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  • June 17, 2020

    European mobile in Q1 2020 – Robust until recession

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    European mobile service revenue growth strengthened very slightly to -0.3% this quarter but, with many positive and negative factors at play, it would be wrong to conclude that we evidenced a convincing improvement in momentum
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  • June 16, 2020

    Australian Consumer Behavioural Survey – 2020 Part 3: Opportuni [...]

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    This 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.
  • June 11, 2020

    Mobile churn and buying behaviour of Australian consumers

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    Venture Insights performs an annual consumer survey on mobile service and handset purchases across Australia. It asks questions around willingness to pay, intentions to switch service providers and handsets, and key factors responsible for this switching. We also ask which service provider the respondents are switching to, and thus determine the service providers that will gain or lose from this churn. Our latest survey was conducted in March 2020 for Australia, and the key findings have been presented here. In this report, the term MVNO includes resellers such as Belong, Boost, Lebara and Virgin Mobile that are subsidiaries of MNOs or owned by them.
  • June 9, 2020

    Trends shoring up – UK mobile market in Q1 2020

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    The slow recovery in UK mobile continued this quarter with a 1ppt improvement in service revenue trends
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  • June 3, 2020

    Optus Q4FY20: a challenging quarter likely to have implications f [...]

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    On 28th May 2020, Optus announced its 4QFY20 earnings update for the quarter ending 31st March. Some of the key highlights from the announcement included:
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  • June 2, 2020

    Australian Consumer Behavioural Survey – 2020 Part 2: Emerging [...]

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    This survey report on working from home is the second of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020).
  • May 27, 2020

    Australian Consumer Behavioural Survey – 2020 Part 1: Working [...]

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    This survey report on working from home is the first of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020).
  • May 27, 2020

    Virgin Media UK – Fibre questions remain

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    Virgin Media’s Q1 financial performance was in line with its subdued outlook, with its key problem being a lack of demand (yet) for the ultrafast services that only it can widely provide  
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  • May 26, 2020

    Vodafone UK – Struggling for momentum

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    Vodafone’s financial metrics appear to be slowly ticking up and it is making some progress in narrowing its performance gap to peers. Signs that it may be moving away from a discount-led convergence strategy in Germany are very positive  
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  • May 25, 2020

    Sport suspension scathes Sky UK – Q1 2020 results

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    BT’s March quarter appeared to have been going reasonably well until COVID-19 hit, with full year guidance still being broadly met, but the new financial year will be hit harder, with BT Sport, SME and new fibre connection revenue particularly vulnerable  
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  • May 20, 2020

    UK BT – Fibre up, dividends down

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    BT’s March quarter appeared to have been going reasonably well until COVID-19 hit, with full year guidance still being broadly met, but the new financial year will be hit harder, with BT Sport, SME and new fibre connection revenue particularly vulnerable  
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  • May 18, 2020

    UK O2 – Merger in the time of COVID

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    O2’s merger with Virgin Media seems more of a marriage of convenience than a determined pursuit of synergy benefits. With the owners effectively selling their stakes, the combination will be well-advised to exercise caution in any convergence strategy that they pursue  
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  • May 7, 2020

    Mobile payments – Australia mobile payments steadily grow, as c [...]

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    Payment services have been subjected to significant disruption in recent years. Traditional barriers to entry and enabling new entrants to take on financial services firms by unbundling their product suite and offering superior products and customer experiences. Incumbent payments providers, principally banks, have responded by launching new online payment services. At the same time, new entrants have exploited the prevalence of smartphones to offer their own app-based payment services.
  • May 6, 2020

    Imperative to improve self-service customer experience channels

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    Venture recently undertook a one-month CX benchmarking study across 10 ANZ operators, analysing three CX channels (IVRs, Web and social)
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  • May 5, 2020

    UK Virgin Media and O2 merger – Desperately seeking synergi [...]

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    The press has reported on an imminent merger of O2 and Virgin Media (UK). This is not likely to be driven by the pursuit of revenue synergies as dis-synergies are more likely if the brands are merged  
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  • April 27, 2020

    COVID-19 and the ANZ Telco market

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    The lasting impact of the crisis on the Telco market will depend on its effect on the overall economy
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  • April 23, 2020

    NZ survey results and COVID-19

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    Amidst the COVID-19 crisis in New Zealand (NZ), social-distancing and quarantine measures are becoming the norm. New Zealand is currently at alert level 4, which means that non-essential businesses have been directed to close.
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  • April 8, 2020

    COVID-19 impact on mobile ARPUs, 5G adoption and MVNO wholesale p [...]

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    As COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working and communicating with other businesses from their home. While many of the telcos have responded with capacity increases to deal with the traffic, this paper considers some of the longer-term issues which can come from a slowdown in the economy post the lockdown period.
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  • April 7, 2020

    Baby steps to recovery – European mobile in Q4 2019

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    European mobile service revenue growth improved by 1ppt to -1.2% primarily as a consequence of diminished competitive intensity in France. Trends elsewhere were largely flat
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