Reports
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Australia consumer and SMB broadband pricing trends – Broadband ...
September 16, 2020
$900.00Broadband services are critical enablers for access to information, employment, markets and key services. Consumer demand for broadband services has grown rapid ... -

European mobile in Q2 2020: Sounding a more cautious note
September 15, 2020
$900.00Service revenue growth in the major European markets worsened by 3.5ppts this quarter, as a loss of roaming, prepay, and business revenues hit almost all operat ... -

Surging online retail in the UK- Record growth during lockdown
September 8, 2020
$900.00The reopening of the high street from 15 June came as welcome news for businesses which had seen sales decimated since lockdown was enforced on 28 March. Howeve ... -

Australian Small Business Survey: 5G broadband battleground for O ...
September 6, 2020
$900.00This report presents the survey results across 602 small businesses and highlights their views on willingness to pay, churn intentions and their views on 5G mob ... -

CNNO Playbook: Crown Castle
September 2, 2020
$900.00The big three U.S. telcos (AT&T, Verizon and T-Mobile) have historically owned and operated their own towers. However, with rising debt and heavy costs invo ... -

Nine, Seven results: COVID impact disguises accelerating FTA reve ...
August 31, 2020
$900.00As we have said previously, the FTA advertising revenue market faces major structural headwinds as audiences transition away from linear television. Both Seven ...Sector Media. -

The Australian tower market 2020
August 27, 2020
$900.00This report assesses the Australian mobile communications tower market and the drivers for tower and small cell demand in Australia. The rollout of 5G and renew ... -

Webscale Playbook: Tencent
August 27, 2020
$900.00Tencent’s meteoric rise into one of the leading internet businesses coincides with China’s internet boom that started at the end of 20th century. According ... -

New Zealand Telco Market Outlook
August 26, 2020
$900.00We anticipate a negative-growth telecommunications market over the next few years, with broadband growth offset by declines in mobile and fixed voice. -

UK mobile market in Q2 2020 – Recovery interrupted
August 25, 2020
$900.00The 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 teleco ... -

UK broadband, telephony and pay TV trends Q2 2020 – Things ...
August 23, 2020
$900.00Consumer 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 ... -

Virgin Media UK – Indeterminately boosted
August 21, 2020
$900.00Virgin Media had its strongest subscriber performance for years in Q2, with its (ex-Project Lightning) existing base footprint showing positive growth to add to ... -

Optus 1QFY21 and Vocus FY20 earnings update: revenues fall amidst ...
August 20, 2020
$900.00Both 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 ... -

BT UK – COVID-19 hit, fibre promise
August 18, 2020
$900.00BT’s first full quarter under the shadow of COVID-19 revealed a mix of negative impacts not entirely as predicted, by ourselves or indeed BT itself. The suspe ... -

ITV UK H1 2020 results
August 17, 2020
$900.00There may be light at the end of the tunnel. After Q2 advertising revenues dropped 43% YoY, ITV has noted that there has been an upward trajectory (July down 23 ... -

Telstra and nbn Co FY20 update: increasing wireless and enterpris ...
August 17, 2020
$900.00Telstra’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 c ... -

Update: Foxtel SVOD growth can’t prevent major restructure
August 13, 2020
$900.00Last year we reported on Foxtel’s battle with its OTT rivals, and its attempt to capture a share of the OTT market. In 2019, we had a number of concerns about ...Sector Media. -

Art of the deal – Microsoft swoops for TikTok
August 12, 2020
$900.00Microsoft hopes to buy TikTok from Chinese owner ByteDance before President Trump’s Executive Order halts transactions with the company in mid-September. Twit ... -

O2 UK: COVID and loss of Carphone bite
August 12, 2020
$900.00Along 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 -

Sky UK Q2 2020 results – Emerging from the worst?
August 11, 2020
$900.00Sport 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 sport ...