Reports
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The price is right for UK’s national newspapers
February 27, 2019
$900.00The average cover price of national newspapers has risen by 58% since 2010, more than twice the CPI increase of 22%. Are publishers “shooting themselves in th ...Sector Media. -

oOh!media CY18 update: market outlook remains strong…
February 27, 2019
$900.00On 25th February 2019, oOh!media reported its full year CY18 earnings update.Venture Insights forecasts strong growth for the OOH market. oOh!media r ...Sector Media. -

Seven and Nine 1H19 update – increasing share in a declining ma ...
February 25, 2019
$900.00Seven West Media and Nine Entertainment reported their 1HFY19 earnings last week. With a challenging environment for the core FTA business, traditional broadcas ...Sector Media. -

BT Global Services: Playing a bad hand as well as it can
February 22, 2019
$900.00BTGS’s strategic plan seems like a sensible move in a very challenging market but it heralds its transition to a new operating model where its competitive adv ... -

BT Q3 2018/19 results: Openreach stronger than it looks, but Cons ...
February 20, 2019
$900.00BT’s Q3 results were a little mixed, with mobile particularly weak, but the company remains on track to meet/exceed its (fairly conservative) guidance for the ... -

Monthly Australian TMT Wrap: January 2019
February 20, 2019
$900.00January was a rather quiet month in the Australian M&A space, with the ELMO Software/ BoxSuite’s binding sale agreement as the only major transaction. The ... -

Australian Telco Breakfast Roundtable: Five key discussion topics ...
February 20, 2019
$900.00Background- On 19 February 2018, Venture Insights conducted a telco industry breakfast roundtable (in Melbourne and Sydney) to discuss the foll ...
Sector Telecom. -

Domain 1HFY19 update: pricing power and depth penetration save th ...
February 18, 2019
$900.00On 15th February 2019, Domain reported its 1HFY19 earnings. Pricing power, depth penetration and adjacent businesses drove revenue growth in an other ...Sector Media. -

Telstra and Optus – nbn pain, falling ARPUs and the fight for 5 ...
February 18, 2019
$900.00On 14th February 2019 Optus and Telstra announced their latest earnings. Both revenue and earnings remained subdued as subscriber growth was offset by a slowdo ...Sector Telecom. -

European pay-TV: Resilient in the face of SVOD’s growth
February 15, 2019
$900.00Across the EU4, pay-TV is proving resilient in the face of fast growing Netflix (with Amazon trailing), confirming the catalysts of cord-cutting in the US are n ... -

UK Cairncross: platforms intervention to save news
February 14, 2019
$900.00The Cairncross Review has now reported on the tough question of “how to sustain production and distribution of high quality journalism in a rapidly changing t ...Sector Media. -

AI in Insurance: Disruption Assured
February 13, 2019
$450.00Artificial intelligence (AI) has enormous potential to disrupt across the data- and process-heavy insurance value chain. The growth of AI startups and adoption ... -

Wobbles ahead for TalkTalk’s fine balancing act
February 12, 2019
$900.00TalkTalk is delivering on its subscriber and revenue growth targets but is straining to get there. Price rises such as a £4 ‘TV access fee’ look increasing ...Sector Telecom. -

REA Group 1HFY19 update: growth in a challenging environment
February 11, 2019
$900.00On 8th February 2019, REA Group reports its 1HFY19 earnings. Core Australian business continues to drive earnings and revenue growth in spite of a tough macro e ... -

TPGs merger strategy must focus on potential merger undertakings ...
February 6, 2019
$900.00The ACCC has extended its decision time for the proposed TPG-VHA merger and has raised preliminary concerns that it will lead to a substantial lessening of comp ...Sector Telecom. -

UK Retail news update for January 2019
February 6, 2019
$900.00The volume of retail sales (excluding fuel) rose 2.6% for the year 2018, thanks to improved consumer sentiment on the back of the Royal Wedding, FIFA World Cup ... -

New Zealand Mobile Market Outlook
February 6, 2019
$900.00The New Zealand mobile market had been traditionally characterised as an oligopoly that is dominated by the prepaid segment with high prices, lack of product di ... -

Why does Amazon sell the Echo?
February 5, 2019
$900.00Smart speakers like the Amazon Echo and Google Home accelerated their prodigious rate of adoption in Q4 2018, and we expect they will soon be in 20% of UK homes ...Sector Technology. -

Sky UK Q4 2018 results: accelerating growth
February 4, 2019
$900.00Sky’s revenue growth under Comcast appears to have accelerated since it last reported as an independent company, largely driven by sports rights expansion in ... -

Netflix’s local content push in the UK
February 1, 2019
$900.00With the UK perhaps Netflix’s most valuable market outside the US—home to a stellar production sector—the streaming service is escalating its foray into l ...