Reports
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C4 and E4
November 28, 2002
$2,500.00One response to the growth of the satellite and cable households has been for terrestrial broadcasters to launch their own digital ...
Sector Pay TV. -

Mobile and Internet Substitution
November 26, 2002
$2,500.00Weak revenue growth has been a feature of both European and US fixed line incumbent operators over the last six months, with the ro ...
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Canal+ The Showdown
November 25, 2002
$2,500.00Based on the recent announcement by the French Professional Football League, we now expect Canal+ to be awarded the exclusive right ...
Sector Pay TV. -

The Song Remains the Same
November 14, 2002
$2,500.00In spite of the widely publicised decline in sales of recorded music, the 'music publishing' business grew at an average annual rat ...
Sector Music and Radio. -

Canal+ and Cegetel
November 7, 2002
$2,500.00The November 12th bids for football rights are a nightmare for Canal+. Its operating margins and cash flow are under pressure, but ...
Sector Pay TV. -

UK Digital TV Forecasts
November 5, 2002
$2,500.00This note provides our forecast for the number of UK households able to receive extra television through satellite, cable and terre ...
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BT Broadband
November 3, 2002
$2,500.00In this report, we show that price competition between ISPs is helping to push broadband penetration to higher levels than we expec ...
Sector Fixed Line (Internet and Voice). -

UK Internet Trends Q3 2002
November 3, 2002
$2,500.00This note shows the mixed evidence on household penetration. Most surveys report a distinct plateau in subscribing household number ...
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Mobile Device Update
October 31, 2002
$2,500.00In this short note we look at three data product offerings recently launched by the operators: Vodafone Live!, the Orange SPV and V ...
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UK Consumer Magazines
October 27, 2002
$2,500.00The UK consumer magazines business has shown steady growth and stable profitability, though some individual participants have suffe ...
Sector Print Media. -

Vodafone Live
October 27, 2002
$2,500.00Vodafone Live represents an attempt to claw back some of the initiative from handset manufacturers, and to offer product and servic ...
Sector Fixed Line (Internet and Voice). -

Robbie Williams
October 5, 2002
$2,500.00What prompted EMI to spend about £60 million to acquire Robbie's next two records and to buy options on the next four? Even for an ...
Sector
Nokia 3G Handset Launch
September 30, 2002
$2,500.00Last week Nokia launched its first 3G handset, the 6650. Or did it? Although the size, weight and price initially looked impressive ...

Wanadoo H1 2002 Results
September 28, 2002
$2,500.00Wanadoo's results for the first half of 2002, detailed in the attached note, show that the company is well on track to make its tar ...
Sector
Mobile Handset Replacement
September 28, 2002
$2,500.00This note reports on our third bi-monthly survey of handset replacement intentions in the UK. Purchase intentions have weakened sli ...

UK Broadband Market
September 21, 2002
$2,500.00This note provides an update on the state of the UK broadband market at the end of the summer. The number of broadband users in the ...
Sector Fixed Line (Internet and Voice).
Orange UK’s New Tariff
September 14, 2002
$2,500.00On Wednesday Orange announced a simple new single tariff range for all its new contract users. Although there are some benefits to ...
Sector Fixed Line (Internet and Voice).
Korean Broadband, Wireless and TV
September 13, 2002
$2,500.00This report looks at whether the extraordinary investment in Korean digital infrastructure has changed consumer behaviour. A combin ...
Sector Fixed Line (Internet and Voice).
European Mobile Operators – Mobile Valuation
September 12, 2002
$2,500.00In this report, we look at the components of a theoretical DCF valuation of European mobile operators, focusing on Vodafone as the ...

Consolidation in Media Buying
September 8, 2002
$2,500.00The last three years have seen huge concentration in the marketing services industry. One source suggests that 56% of the world's a ...
Sector