Telecom

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  • August 27, 2020

    The Australian tower market 2020

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    This 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, 2020

    New Zealand Telco Market Outlook

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    We anticipate a negative-growth telecommunications market over the next few years, with broadband growth offset by declines in mobile and fixed voice.
  • August 25, 2020

    UK mobile market in Q2 2020 – Recovery interrupted

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    The sector was hit harder than expected by COVID-19 with service revenues declining by 7% overall vs a decline of just 1.6% in the previous quarter. Many telecoms operators across Europe have become more negative on the near-term outlook than they were a couple of months ago with full year guidance now downgraded by almost all players
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  • August 24, 2020

    UK broadband, telephony and pay TV trends Q2 2020 – Things [...]

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    Consumer broadband, telephony and pay TV market revenue growth plummeted to -6% in Q2 (from -2% in Q1), with all of the ‘big 4’ operators’ revenue growth taking a substantial hit. The reduction in premium sports channel revenue was by far the largest factor, with there being some other lockdown-related negative factors, such as the opportunity cost effect of extra services offered for free by the operators to help their customers during the crisis
  • August 20, 2020

    Optus 1QFY21 and Vocus FY20 earnings update: revenues fall amidst [...]

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    Both 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 17, 2020

    Telstra and nbn Co FY20 update: increasing wireless and enterpris [...]

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    Telstra’s and nbn Co’s FY20 results show the early impact of COVID-19, but also contain indications of underlying shifts in the industry. We expect rising competition for fixed broadband subscribers as the mobile network owners (MNOs) try to maximise returns from the 5G mobile investment by launching 5G fixed wireless. Telstra’s announcement it will roll out 5G fixed wireless will step up this rivalry.  
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  • August 12, 2020

    O2 UK: COVID and loss of Carphone bite

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    Along with the rest of the mobile market, O2’s results were harder-hit by COVID than expected, with service and total revenues down by 9% and 4% respectively
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  • August 11, 2020

    Sky UK Q2 2020 results – Emerging from the worst?

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    Sport is back, but its recent hiatus amid the COVID-19 crisis hit Sky hard, with Q2 revenue plunging 12.9% year-on-year. EBITDA remains flat for now, with sports rights cost absorption postponed but not cancelled
  • August 3, 2020

    Vodafone UK: Growth dips due to COVID and more

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    Vodafone’s performance this quarter was hit both by COVID and an underlying deterioration in its operational momentum—disappointing given regulatory easing and easier comparables  
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  • July 30, 2020

    Australian Telecommunications Market Outlook

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    We anticipate a negative-growth telecommunications market over the next few years, with slow growth in consumer revenues being offset by declines in the enterprise market. In 2020, we expect COVID19 to have a negative effect on both consumer and enterprise revenues as economic activity declines.  
  • July 29, 2020

    TalkTalk UK: Post-lockdown challenges and opportunities

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    TalkTalk started its new financial year with revenue growth declining to -8% in Q1, although this is partly lockdown-related, and costs have also declined as churn plummeted  
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  • July 24, 2020

    Technology and connectivity critical for Australian SMBs

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    With COVID-19, the Australian economy has undergone a large demand-side shock where consumer demand for many products and services has disappeared following the introduction of social distancing rules to flatten the infection curve.  
  • July 16, 2020

    New Zealand Consumer Broadband Behavioural Survey

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    The purpose of this survey (completed 29th April 2020) was to understand the change in consumers broadband usage behaviour due to COVID-19 for a range of new reasons including work from home, video conferencing with friends and family, school learning, adult learning and entertainment.  
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  • July 15, 2020

    UK Huawei ban – Counting the cost

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    Press reports suggest that the restrictions on Huawei equipment may morph into a full ban, with new installations stopping soon and existing equipment to be removed by 2029
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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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