Reports
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Disney gets the final piece of Hulu
May 20, 2019
$900.00Disney announced that it would acquire Comcast’s 33% share of Hulu in a put/call agreement that can be enacted by either party from Januar ...
Australian Fintech Breakfast Roundtable: Fintech ready to disrupt ...
May 16, 2019
$900.00On May 14th 2019 Venture Insights hosted a Fintech Breakfast with a number of prominent members of the Australian fintech community. The br ...Sector fintech.
An alternative model to the proposed TPG-Vodafone merger
May 14, 2019
$900.00The ACCC has blocked the $15bn merger between TPG and Vodafone, citing its belief that a merged entity would reduce competition given TPG’ ...
Facebook doubles down on advertising
May 14, 2019
$900.00After the most challenging period in its history since 2012, Facebook has been able to stabilise its fundamental metrics and announce a majo ...
Sky UK Q1 2019 results: weak ARPU hits bottom line
May 13, 2019
$900.00Sky made a surprisingly weak start to 2019, with revenue growth decelerating to 1.9% (the first time below 4% since the European businesses ...
Sports streaming and 5G – everyone wants in…
May 7, 2019
$900.00Live sport remains an important content genre with the ability to attract consumer eyeballs and improve customer loyalty for both telcos and ...
UK Online media monetisation
May 6, 2019
$900.00The commercial challenges for media online are well-documented: online advertising pays for utilities such as search and social networking m ...Sector Media.
Disney+ and Hulu: a flexible pitch to consumers
May 3, 2019
$900.00Disney now controls third-party content aggregator Hulu, which has 25 million subscribers in the US. Ramped up by Fox content, Hulu’s oper ...Sector Media.
Say goodbye to SIM cards – the rise of eSIMs
May 1, 2019
$900.00The conventional SIM card has been integral for device connectivity for almost three decades. The arrival of eSIMs will remove space constra ...Sector Telecom.
UK Out of Home: opportunities and threats crowd the doorway
April 29, 2019
$900.00Out of Home (OOH) is bucking the trend in UK traditional media and continues to grow, driven by the digitisation of inven ...
5G to change the shape of UK mobile
April 23, 2019
$900.00The capacity boost with 5G will be more important than any speed or latency uplift. We estimate a 7-fold increase in mobile capacity in the ...
Cinema market trends 2019 – Australia and New Zealand
April 17, 2019
$900.00Cinema revenues in Australia are projected to decline gradually over the next 5 years primarily due to cheaper substitutes on offer for cons ...
Google and game streaming: double or quits
April 16, 2019
$900.00Google’s Stadia promises the most credible game streaming service yet, but building a subscription bundle of top titles would require an a ...
Monthly Australian TMT Wrap: March 2019
April 12, 2019
$900.00The number of announced transactions in March is low relative to February. A number of companies raised capital for a range of purposes, whi ...
Mobile Sports Streaming, Gaming and E-sports: A revenue opportuni ...
April 10, 2019
$900.00There’s been a lot of speculation in the market about the revenue upside for 5G operators. Our latest Australian consumer survey shows th ...
The North heads south: European mobile in Q4 2018
April 8, 2019
$900.00European mobile service revenue growth dropped to -1.3% – its lowest level in three years – particularly disappointing as growth should ...Sector Telecom.
Apple’s showtime: everybody gets a service, partners get pennie ...
April 5, 2019
$900.00Apple is strengthening its household model by doubling down on family-friendly content subscriptions and payments ...
BBC Studios and Discovery in the UK: a new SVOD and the UKTV spli ...
April 4, 2019
$900.00The split of UKTV has been announced with the lifestyle channels going to Discovery, while the balance, along with the UKTV brand and VOD se ...eSports and Broadcasters – to TV or not to TV…
April 3, 2019
$900.00eSports viewership and revenues have grown significantly in the past few years and look set to continue growing rapidly. The rapid growth an ...
UK broadband, telephony and pay TV trends Q4 2018
April 2, 2019
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