Reports
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Facebook Libra – the cryptocurrency arms race has begun…
June 26, 2019
$900.00Facebook announced the launch of Libra, a new digital currency that aims to transform how we pay and transfer money. Calibra, Facebook’s L ...
European mobile in Q1 2019: Toughest conditions in four years
June 25, 2019
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Monthly Australian TMT Wrap: May 2019
June 24, 2019
$900.00May was another busy month for the telco sector with significant announcements on three major M&A deals in the market. Furthermore, M& ...
Advertising Pays 7: UK Advertising’s Digital Revolution
June 24, 2019
$900.00Online advertising plays a larger role in the UK economy than anywhere else in the world, having grown hand-in-hand with the highest ecommer ...
Network Slicing – business transformation opportunities from me ...
June 20, 2019
$900.00Network slicing is a key feature of 5G networks, allowing MNOs to allocate independent virtual networks to customers with specific capabil ...
Batteries powering our residential homes
June 18, 2019
$450.00The cost of retail electricity is a hot topic in Australia, exacerbated by more frequent and volatile weather events and a rapid shift from ...Sector Energy.UK broadband, telephony and pay TV trends Q1 2019: Price wars dom ...
June 18, 2019
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UK mobile market Q1 2019 – Pressure to mount after mixed bag in ...
June 17, 2019
$900.00The UK mobile market posted its slowest growth in more than two years this quarter; just 0.5% service revenue growth although net adds were ...
O2 UK: holding its own in toughening conditions
June 13, 2019
$900.00After a period of significant outperformance, O2’s Q1 results reverted to sector average revenue growth with ARPU down by 3% and all of th ...
Monetising user-generated video
June 12, 2019
$900.00Video sharing platforms, like YouTube, Facebook Watch and Twitch, are vying to attract creators with monetisation ...
Mobile Blackspot Programs: Telstra likely to be the future winner ...
June 11, 2019
$900.00The Commonwealth Government and States have funded four rounds of blackspots resulting in 1,047 new base stations. In March 2019, the Govern ...
Foxtel and OTT – a tough balancing act…
June 5, 2019
$900.00Foxtel has made several attempts at building a successful OTT service, but the results have been mixed so far. With Kayo and the potential l ...Sector Media.
UK HFSS advertising ban consultation
June 5, 2019
$900.00The UK government is now consulting on a wider TV advertising ban until 9pm for food and drink high in fat, salt and sugar (HFSS), to combat ...
TalkTalk UK: a welcome slowdown?
June 3, 2019
$900.00TalkTalk hit the bottom end of its (revised) 2018/19 EBITDA guidance, an achievement given fierce price competition and the margin-dilutive ...
Facebook’s video strategy – loads of content but nothing to W ...
May 29, 2019
$900.00By 2020, online video will account for 82% of all internet traffic in Australia. It is therefore not surprising that global tech giants are ...Sector Media.
Vodafone – pressure is still on
May 28, 2019
$900.00Vodafone’s operating performance worsened again this quarter with revenues down 3.3% and an extension of its underperformance relative to ...
Virgin Media UK: contemplating its strategic future as pressure m ...
May 28, 2019
$900.00Q1 results evidenced the downturn that Virgin Media had flagged in February. Consumer cable weakened sharply to just 1% growth vs 3%+ histor ...
BT UK: Promising future, but investment required
May 27, 2019
$900.00BT is accelerating its ‘full fibre’ rollout, likely due to a combination of a successful build to date, very promising regulatory develo ...Monthly Australian TMT Wrap: April 2019
May 23, 2019
$900.00We have seen an uptick in M&A activity in April on the back of a relatively quiet period in March. Strong deal activity has been distr ...
‘Is Orange the new Bank?’ Telcos and Fintech
May 22, 2019
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