Reports
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Grappling for green shoots at Vodafone UK
January 31, 2019
$900.00Vodafone’s revenue trends took another step backwards this quarter (down almost 3% on our estimates) with its strongest markets (UK and Germany) weakening une ...Sector Telecom. -

Netcomm Wireless: From modems to m2m to fixed wireless and 5G
January 30, 2019
$900.00In the past six years, NetComm Wireless has transformed itself from internet modem manufacturer to a leading telco equipment supplier in a range of complex wire ...Sector Telecom. -

TPG’s mobile announcement will shift focus to the ongoing compe ...
January 29, 2019
$900.00TPGs decision to cease its mobile rollout reduces the prospects for a 4th mobile operator in Australia. The MVNO market is highly competitive in metro regions a ...Sector Telecom. -

AI in Financial Services: Who wins the future of banking?
January 29, 2019
$450.00Financial services are ripe for AI disruption; they are data-heavy, with significant potential for automation. The question is not if, but how fast, and how pro ... -

New Zealand Telco Market Outlook
January 22, 2019
$900.00We expect the overall retail telco market to remain flat (2018-2022 CAGR 0.0%) with mobile growth driven by a move to post-paid plans and 4G/5G to offset the st ...Sector Telecom. -

UK advertising spend: Brexit year forecasts
January 21, 2019
$900.00Our central case forecast with orderly EU withdrawal predicts 2.7% growth for total UK advertising spend, down from 4.7% in 2018. We have a no-deal Brexit scena ... -

Apple and Amazon bury the hatchet
January 17, 2019
$900.00Amazon’s recent deals with Apple in TV, music and device sales mark a turning point after a decade of frosty relations. The context for this involves shifting ... -

Disruption in Australian Super: Only skin deep?
January 16, 2019
$450.00Australia’s superannuation system is broadly admired. Disruptive entrants have thus far focused on user experience, ethical alignment and branding rather than ... -

Six ways 5G will change the future of media and entertainment
January 15, 2019
$900.00The media industry has been at the receiving end of significant disruption and innovation in the past decade. With 5G around the corner, the media industry is s ... -

Scandinavian video
January 11, 2019
$900.00The Scandinavian markets sit at the cutting edge of the TV industry’s evolution—a product of tech-savvy citizens, superb connectivity, and generally high in ... -

UK broadband, telephony and pay TV trends Q3 2018
January 10, 2019
$900.00Broadband market volume growth resumed its downward trend in the September quarter after a blip in the previous quarter that was likely caused by a wholesale tr ... -

European mobile in Q3 2018
January 9, 2019
$900.00European mobile service revenue growth slipped again this quarter to -1.0% as the UK and Germany disappointed and the Southern European countries worsened. The ... -

UK Auto classified marketplace
December 19, 2018
$900.00New car registrations will be down 6.3% (2.4m) in 2018, another year of decline from the 2016 peak of 2.7m, impacted by the soft consumer confidence in big-tick ...Sector Media. -

DAZN: lofty ambitions in OTT sports
December 19, 2018
$900.00With sport at the heart of the pay-TV ecosystem, dedicated online-only streaming services could emerge as a threat to leading players like Sky. The liveliest ne ... -

UK Recruitment classified marketplace
December 19, 2018
$900.00The UK’s labour market is tight, with an unemployment rate of 4.1%, the lowest since 1973. Peak vacancies and reports of skill shortages mask dull hiring plan ...Sector Media. -

UK Vertical marketplaces overview and property classified outlook
December 18, 2018
$900.00The UK consumer’s loss of confidence since the June 2016 referendum vote in favour of Brexit has reduced the revenues of both estate agents and auto dealers, ... -

Australia Out-of-Home Market Outlook
December 17, 2018
$900.00As traditional media segments face the onslaught of digital, OOH advertising stands out as the only old media medium that is seeing sustained growth. Traditiona ...Sector Media. -

Iliad running out of luck
December 14, 2018
$900.00Once on the winning side of strategic French telecoms price wars thanks to a struggling SFR, Iliad now looks wounded, and a possible prey, suffering from declin ...Sector Telecom. -

UK mobile market Q3 2018
December 14, 2018
$900.00UK mobile market service revenue grew by 2.4% in Q3, a level not seen since early 2011. However, this 0.6ppt improvement on the growth rate in Q2 was very disap ... -

ACCC Digital Platforms Inquiry – Google and Facebook have just ...
December 13, 2018
$900.00On 11th December 2018, the ACCC released its preliminary report on the Digital Platforms Inquiry, and one thing is certain – Google and Facebook wo ...Sector Media.