Reports
-

Local TV: Five years after launch
August 17, 2018
$900.00Although launched with an array of public service goals in mind, local TV’s flawed design has created a sector struggling to live up to its optimistic ...Sector Media. -

Fairfax FY18 earnings update: digital remains the main driver
August 16, 2018
$900.00On 15th August 2018, Fairfax Media reported its last full year earnings as an independent news publisher. Digital assets remained the key driver of e ...Sector Media. -

Consumer magazine publishing: Quality, not quantity
August 15, 2018
$900.00The decline in demand in print presents trading challenges, but the more immediate pressures are on the supply side, with a 15% rise in paper prices accentuatin ... -

Down, but not out: Why there’s still life in terrestrial broadc ...
August 14, 2018
$900.00Australian viewers are shifting irresistibly towards on-demand formats and IP-based video viewing. But is there still life in the terrestrial platform? And what ... -

IoT Connectivity Technologies
August 9, 2018
$900.00The Internet of Things is becoming a pervasive part of our technology ecosystem. At its heart, communication and connectivity technologies enable IoT devices to ... -

BT Q1 2018/19 results: On target in the short term, making progre ...
August 7, 2018
$900.00BT’s Q1 results were fairly robust given a number of one-offs hitting in the quarter, with revenue growth of -2% in line with full year guidance, EBITDA growt ... -

Venture Advisory Monthly Wrap – July 2018
August 5, 2018
$900.00Venture Advisory provides a review of leading Australasian telco, media and technology companies on a monthly basis. This review considers amongst other things ... -

Revenues down, guidance in the balance: Vodafone Q1 2018/19 resul ...
August 2, 2018
$900.00EBITDA growth guidance of 1-5% is in question with group revenues flat to down. Counting AMAP growth in local currencies helps, as will cost control and roaming ... -

Hulu: Why Disney wants 21st Century Fox
August 1, 2018
$900.00Disney’s potential acquisition of certain 21st Century Fox assets is assuredly a play for further scale at a time when the company’s traditional ... -

Nine – Fairfax Merger Flash
July 31, 2018
$900.00The proposed A$4.2bn merger of Nine Entertainment and Fairfax Media will produce one of the largest players in the Australian media landscape. This deal is on ...Sector Media. -

Quality media, Ozone protection
July 30, 2018
$900.00The Telegraph, The Guardian and News UK (The Times and The Sun) will jointly invest in The Ozone Project to develop a state-of-the-art platform to sell their di ... -

Australian Insurance lagging behind in the Insurtech space
July 27, 2018
$900.00Large Australian general insurance businesses have been slower than their global counterparts to invest in the digital and insurtech market. This report explore ... -

The drive for convergence: a value-destructive strategy
July 26, 2018
$900.00Many European telecoms operators are pursuing a fixed/mobile convergence strategy on the pretext that the addition of mobile reduces churn. We see no evidence o ... -

Unlimited mobile data – not quite all you can eat…
July 25, 2018
$900.00Mobile data usage in Australia is expected to increase 6x between 2017 to 2021, driven by advances in mobile technologies, increasing time spent on larger scree ...Sector Telecom. -

AV ad measurement: meretricious metrics
July 24, 2018
$900.00Rigour and consistency in AV ad metrics is proving elusive. A 10-second ad on YouTube, ITV1, All4, MailOnline, Sky AdSmart or Facebook is measured in as many di ...Sector Media. -

Focus back on ARPU: TalkTalk Group Q1 2018/19 results
July 20, 2018
$900.00TalkTalk had another strong quarter for broadband net adds, adding 80k versus its full year target of 150k+. All of this was due to strong wholesale, with retai ... -

Video viewing forecasts to 2027: No channels and everything to wa ...
July 18, 2018
$900.00Video consumption will continue to shift to on-demand driven by high quality content and a better user experience. Is live TV dead? Is Netflix the future of TV? ... -

5G Update July 2018 – auctions caps, potential vendor bans and ...
July 13, 2018
$900.00Regulatory announcements regarding 5G will affect competition dynamics as the first 5G services are closer to launch. Internationally, there is excitement but a ... -

Virtual Reality in 2018: Ready Player None?
July 12, 2018
$900.00Yet another annual hype cycle in 2018 can’t hide a tepid consumer appetite for all VR platforms and heavy weather for the industry as a whole. The launch of O ... -

Media transformation is just beginning…
July 11, 2018
$900.00The continued rise and dominance of Silicon Valley’s tech giants continue to vex traditional media operators and regulators, and equally, still fascinate and ...