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  • October 10, 2017

    Australian’s long-awaited media reforms pass

    In September the Australian Government voted in favour of the comprehensive package of media reforms. Following three months of horse trading between the major and independent parties the reforms passed with only minor and uncontroversial changes to those originally proposed by the Liberal Party.
  • Australian media reforms are sensible …but they come far too late
    Australian media reforms are sensible …but they come far too late
    May 10, 2017

    Australian media reforms are sensible …but they come far too la [...]

    On Saturday 6th May 2017, the Australian Government announced a comprehensive package of media reforms – a feat that had defeated many of its predecessors. The reforms have clearly been designed to offer something for everyone and the response from the industry has been extremely positive, but is it is all too late?

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  • October 6, 2016

    Canal+ in audacious model revamp

    With the decline in its subscriber base accelerating and following an antitrust veto over its planned tie up with BeIN Sports, Canal+ has decided to radically restructure its retailing on IPTV – where over 60% of subscriber recruitment takes place.The basic channel package is now wholesale to ISPs and included in upper tier triple play bundles – much higher volumes should more than balance a deep price cut. Soon premium and optional packages are to be unbundled on all platforms to create cheaper entry points and favour subscriber customisation.Canal+ is thus increasingly focused on supplying premium content, leaving the user interface to ISPs. Without the scale of other international content producers and in a nationalistic political context, we believe that this market rationale will eventually lead Vivendi to sell Canal+ to Orange.

  • September 1, 2016

    Digital video retail market in the UK

    The UK retail market for digital movies has shown steady growth, but has not offset the decline in physical sales. While iTunes remains the UK market leader, Sky is clearly driving the growth with its Buy & Keep offering, backed up with the reassurance of physical product. However, a move away from the collector mentality alongside the growth of a subscription mentality will affect long term prospects. This is not helped by the consumer proposition for digital retail, which remains disjointed, lacks inter-device operability and a clear consumer benefit. Without co-ordinated efforts and investment from the studios, content owners and retailers to resolve these issues, we believe the opportunity for digital video retail in the UK is limited. Even with that, the EST market may never be as profitable as the DVD home video market.

  • November 20, 2015

    The rise of the YouTube economy

    In this report, we examine how YouTube and in particular Multichannel Networks (MCNs) have emerged within the Digital video market, their key growth drivers, revenue model, challenges and the impact on traditional TV.

  • FLASH – Netflix 3Q Content will drive growth
    FLASH – Netflix 3Q Content will drive growth
    October 20, 2015

    FLASH – Netflix 3Q Content will drive growth

    Netflix’s 3Q results reflect that while original content will continue to drive take-up, competitive pressure is increasing with new entrants (telcos and broadcasters) emerging. The recent price hikes demonstrate Netflix’s pricing power which should help finance its investment in new genres and local content.

  • October 1, 2015

    PSB at risk in the world

    Australia’s ABC and Canada’s CBC/Radio Canada have each suffered severe budget cuts imposed by governments without public or political debate and in spite of strong audience support. These cuts have impaired the international reach of ABC and CBC, as well as their investment in news and locally originated content. The UK’s reputation and standing in the world relies on the BBC’s services, its online presence, channels and its programming sales. And, just as in Canada and Australia, this valuable national soft power is and will be diminished by current government policy.

  • FLASH – SVOD first battle won, but watch the data
    FLASH – SVOD first battle won, but watch the data
    September 8, 2015

    SVOD Market Outlook – the new kid on the block can approach $1b

    We forecast SVOD to grow at a 33% CAGR to reach A$848m revenue by 2020. We forecast Netflix to dominate with >50% of the market but highlight Fetch’s share as one that might surprise (at 18%). These forecasts imply total SVOD content investment of A$400-500m pa, certainly well below the broadcasters.

  • FLASH – Nine NRL rights deal – diamonds or stones?
    FLASH – Nine NRL rights deal – diamonds or stones?
    August 17, 2015

    FLASH – Nine NRL rights deal – diamonds or stones?

    Has Nine stolen a jump on its rivals with its NRL rights deal? At A$925m only time will tell if there is a return on its investment. What we can say is: this underpins the value of sports to delivering live audiences and it reinforces that broadcasters will remain the key rights holders for the next rights cycle at least.