Reports

Nine 1H20 update – results in line with expectations
March 4, 2020
$900.00
In this report, we briefly analyse the reported 1HFY20 earnings for Nine and highlight some of the key trends across both businesses.
Sector Media.
The BBC: Benefiting the UK creative economy
March 3, 2020
$900.00
A monolith within the broadcasting landscape and the greater UK creative economy, the BBC, instructed by its Charter, is a guaranteed leader of investment in lo ...
Sector Media, TV.
New Zealand Telco Market Outlook
March 2, 2020
$900.00
We expect the overall retail telco market to remain almost flat (2019-2023 CAGR 0.4%) with mobile growth driven by a move to post-paid plans and 4G/5G to offset ...
Sector ICT, Telecom.
Vocus 1H20 update: Network Services and New Zealand perform well, ...
February 27, 2020
$900.00
On 19th February 2020, Vocus announced its 1HFY20 results which were largely in line with expectations. In 2019, Vocus had initiated a 3-year transformation pro ...
Sector ICT, Telecom.
Insurtech White Paper Part II: Australian Insurtech Market Overvi ...
February 25, 2020
$450.00
This is the second of three reports in Venture Insights’ series on Insurtech, following on from our discussion of trends in global insurtech.
Sector fintech, Technology.
Show me the money – broadcasters and sports rights on an unsust ...
February 24, 2020
$900.00
It is Venture Insights’ view that traditional Australian broadcasters will be unable to fund further increases to the cost of tier one sports as they continue ...
Sector ICT, Media, Telecom.
Seven 1H20 update – revenues fall in a declining market
February 21, 2020
$900.00
In this report, we briefly analyse the reported 1HFY20 earnings for Seven West Media and highlight some of the key trends across its businesses.
Sector Media.
Consumers endorse Disney’s digital transition
February 20, 2020
$900.00
Recruiting 29 million subscribers in twelve weeks, Disney+ has stormed the US market. Furthermore, the two million gain achieved after the holidays and the comp ...
Sector Media, TV.
Telstra and Optus: Falling ARPUs, increase in price sensitive mar ...
February 19, 2020
$900.00
Telstra and Optus reported earnings on 13th February 2020. While Telstra reported its 1HFY20 earnings, Optus reported its 3QFY20 earnings. In this report, we ha ...
Sector ICT, Telecom.
Vodafone plods on
February 17, 2020
$900.00
Vodafone’s revenue performance remains decidedly lacklustre. Italy and Spain are struggling to bounce back, Germany is still languishing, and the UK’s 0.6% ...
Sector Telecom.
TalkTalk UK: FibreNation sorted but challenges remain
February 14, 2020
$900.00
TalkTalk’s subscriber base and revenue fell again in Q3, and ARPU continued to decline despite good growth in its higher ARPU (b ...
Sector Media, Telecom.
New Zealand 5G update: Still waiting on spectrum auctions with 2d ...
February 13, 2020
$900.00
As New Zealand moves towards mass-scale 5G rollout, competition among telcos is forming and the debate around the spectrum sharing is intensifying. Limited 5G s ...
Sector Telecom.
Sky UK FY 2019 results: a solid first full year under Comcast
February 12, 2020
$900.00
Despite operating in a challenging market, Sky has continued to increase revenues, with the resilient performance of its direct-to ...
Sector Media, Telecom.
BT: Searching for the nadir
February 12, 2020
$900.00
BT had a weak December quarter, with revenue falling 3% and EBITDA 4%, despite a recovery at Openreach, mainly driven by tough competition and regulatory hits, ...
Sector Media, Telecom.
Subscription BBC?
February 11, 2020
$900.00
The Government appears set on reducing the scale and scope of the BBC by dismantling the licence fee, and in its place pushing for ...
Sector Media, Telecom.
Webscale Playbook: Facebook
February 10, 2020
$900.00
Facebook has grown through leaps and bounds since its inception 15 years ago, to currently become the ...
Sector Media, Technology.
Australian 5G update: Telstra and Optus build continues, VHA entr ...
February 5, 2020
$900.00
2019 was the year 5G launched in Australia making it one of the first countries in the world to laun ...
Sector 5G, Telecom.
Winners and losers as the UK fibres up
February 4, 2020
$900.00
The speeds made possible by full fibre build are unnecessary for most users in the short term, giving limited commercial advantage ...
Sector Media, Telecom.
2020 UK advertising forecasts: Robust growth despite the soft eco ...
February 3, 2020
$900.00
We predict 4-5% growth in advertising expenditure on UK media in 2020, driven by double-digit growth of pure play online, expected ...
Sector Advertising, Media.
Top 5 Media Trends in 2020
January 30, 2020
$900.00
The 2010s have been an extraordinary decade in media, demonstrating the speed of disruption in the m ...
Sector Media, Podcasts, SVOD, Video Entertainment.

Reports

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Nine 1H20 update – results in line with expectations

The BBC: Benefiting the UK creative economy

New Zealand Telco Market Outlook

Vocus 1H20 update: Network Services and New Zealand perform well, ...

Insurtech White Paper Part II: Australian Insurtech Market Overvi ...

Show me the money – broadcasters and sports rights on an unsust ...

Seven 1H20 update – revenues fall in a declining market

Consumers endorse Disney’s digital transition

Telstra and Optus: Falling ARPUs, increase in price sensitive mar ...

Vodafone plods on

TalkTalk UK: FibreNation sorted but challenges remain

New Zealand 5G update: Still waiting on spectrum auctions with 2d ...

Sky UK FY 2019 results: a solid first full year under Comcast

BT: Searching for the nadir

Subscription BBC?

Webscale Playbook: Facebook

Australian 5G update: Telstra and Optus build continues, VHA entr ...

Winners and losers as the UK fibres up

2020 UK advertising forecasts: Robust growth despite the soft eco ...

Top 5 Media Trends in 2020