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July 29, 2020TalkTalk UK: Post-lockdown challenges and opportunities
Flash Report, ReportsTalkTalk 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 -
July 24, 2020Technology and connectivity critical for Australian SMBs
Focus Report, ReportsWith 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, 2020New Zealand Consumer Broadband Behavioural Survey
Focus Report, ReportsThe 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. -
July 15, 2020UK Huawei ban – Counting the cost
Flash Report, ReportsPress 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 -
July 6, 2020Telecoms and pay TV – Opportunities beyond lockdown
Focus Report, ReportsThe 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. -
July 2, 2020UK broadband, telephony and pay TV trends Q1 2020 – No foot [...]
Market Outlook, ReportsMarket revenue growth plummeted to -2% in Q1 2020, with a lack of premium sports pay TV revenue the biggest factor -
July 1, 2020Venture survey: NZ mobile consumers driven by price
Focus Report, ReportsVenture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ. -
June 25, 2020OptiComm acquisition strengthens Uniti’s competitive offer
Focus Report, ReportsVenture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ. -
June 19, 2020TalkTalk UK – Cost savings drive earnings in a challenging [...]
Focus Report, ReportsTalkTalk 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 -
June 17, 2020European mobile in Q1 2020 – Robust until recession
Market Outlook, ReportsEuropean 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 -
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. -
June 11, 2020Mobile churn and buying behaviour of Australian consumers
Focus Report, ReportsVenture 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, 2020Trends shoring up – UK mobile market in Q1 2020
Market Outlook, ReportsThe slow recovery in UK mobile continued this quarter with a 1ppt improvement in service revenue trendsSector Telecom. -
June 3, 2020Optus Q4FY20: a challenging quarter likely to have implications f [...]
Flash Report, ReportsOn 28th May 2020, Optus announced its 4QFY20 earnings update for the quarter ending 31st March. Some of the key highlights from the announcement included:Sector Telecom. -
June 2, 2020
Australian Consumer Behavioural Survey – 2020 Part 2: Emerging [...]
Focus Report, Market Outlook, ReportsThis 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 [...]
Focus Report, Market Outlook, ReportsThis 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, 2020Virgin Media UK – Fibre questions remain
Flash Report, ReportsVirgin 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 provideSector Telecom. -
May 26, 2020Vodafone UK – Struggling for momentum
Focus Report, ReportsVodafone’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 positiveSector Telecom. -
May 25, 2020Sport suspension scathes Sky UK – Q1 2020 results
Flash Report, ReportsBT’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 vulnerableSector Telecom. -
May 20, 2020UK BT – Fibre up, dividends down
Focus Report, ReportsBT’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 vulnerableSector Telecom. -
May 18, 2020UK O2 – Merger in the time of COVID
Focus Report, ReportsO2’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 pursueSector Telecom. -
May 7, 2020Mobile payments – Australia mobile payments steadily grow, as c [...]
Focus Report, ReportsPayment 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, 2020Imperative to improve self-service customer experience channels
Market Outlook, ReportsVenture recently undertook a one-month CX benchmarking study across 10 ANZ operators, analysing three CX channels (IVRs, Web and social)Sector Telecom. -
May 5, 2020UK Virgin Media and O2 merger – Desperately seeking synergi [...]
Flash Report, ReportsThe 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 mergedSector Telecom.
