Reports

Programmatic will drive future OOH growth, but Google competition ...
March 17, 2021
$900.00
Outdoor, or out-of-home (OOH), advertising is distinct from other forms of advertising. It is highly visible, often very large, and placed in heavily trafficked ...
Sector Advertising, digital, Digital Marketing, Digital Media, Digital Video, Marketing, Media, OOH.
ITV FY 2020 results: Waiting for lockdown to end
March 16, 2021
$900.00
ITV’s advertising revenue was down 11% in 2020—probably a relief given the unprecedented depths the TV ad market found itself in during April-July. ...
Sector Advertising, Media, Television, TV, UK, UK Media.

Into the wild: Facebook prepares for a world without trackers
March 16, 2021
$900.00

Facebook emerged from 2020 reporting record revenue growth of 22% over the year, built on its huge volume of usage, its simple buying tools and its ...
Sector Advertising, Digital Media, Facebook, Internet, Media, Technology.

Decarbonising Work
March 15, 2021
$900.00

Growth in the UK production sector is being driven by increased investment by American streaming services, while local bro ...
Sector Energy, Infrastructure, Online Travel, Public Policy, Technology.

Outsourcing culture: When British shows aren’t ‘British’ ...
March 11, 2021
$900.00

Growth in the UK production sector is being driven by increased investment by American streaming services, while local bro ...
Sector cinema, Digital Media, Digital Video, Media, UK Media.

Nine, SevenWest results reflect COVID19 rebound, transition to di ...
March 10, 2021
$900.00
The recent Nine and Seven results highlight the impact of COVID19 and digital transformation. Free to air (FTA) broadcasters have traditionally played a domi ...
Sector Broadcast TV, Digital Media, Digital Video, Media, online video, OTT Video, Pay TV, Television, TV, TVOD.

DMGT reinforces consumer science: New Scientist joins Mail stable
March 10, 2021
$900.00
The sale represents an impressive increase in value: New Scientist was offloaded by RELX in May 2017 for £17.7m (c.4.4x EBITDA), 1 an all-in sale price c.£21m ...
Sector Digital Media, Media, News, Print Media, Technology.

Virgin Media: Subscribers strong, ARPU tough to turn
March 9, 2021
$900.00

Virgin Media’s subscriber growth continues to be very strong, and it looks like next quarter’s price rise will (at worst) only stall, not stop, ...
Sector Media, Technology, Telecom, UK, UK Broadband, UK Media.

Telco Half Year Results Reflect COVID Impact: Updated Forecast
March 4, 2021
$900.00
Telstra, Optus, TPG, Vocus, Aussie Broadband, Uniti and Superloop have all announced results for the December half, with COVID19 lo ...
Sector 5G, Economic Outlook, Fibre Broadband, Fixed Line (Internet and Voice), Mobile, Mobile and Wireless Technology, Mobile Apps, Technology.

O2 :Trending nicely, outlook challenging
March 3, 2021
$900.00

All of O2’s operational metrics ticked up this quarter with service revenue growth, continued strong net adds and OIBDA ...
Sector Mobile and Wireless Technology, UK, UK Broadband.

(UK) Learning from “The Independent” : Sustainability ...
March 2, 2021
$900.00

In a challenging media marketplace, quality online news services generated hundreds of thousands of new buyers in 2020, perhaps inching ahead of pri ...
Sector Europe, Media, News, Press, Print Media, UK, UK Media.

Serie A rights auction: Sky ready for radical revamp
March 1, 2021
$900.00
Serie A held a formal auction in January where reserve prices were not met by bidders. Since then, it has entered into direct negotiations with potential buyers ...
Sector Broadcast TV, Europe, Media, Sky Italia, Sports.

Sports rights market hits an inflection point: New distribution p ...
February 24, 2021
$900.00
The fire smouldering beneath the traditional sports broadcasting model burst into flame in 2020. We have argued that sports rights payments in the ANZ market we ...
Sector Digital Video, Media, online video, Pay TV, Sports, SVOD, TV, TVOD.

Google and Facebook lay out diverging news strategies: Battlegrou ...
February 23, 2021
$900.00
Google is demonstrating support for news by stepping up its efforts to license content from publishers and provide unpaywalled acce ...
Sector Digital Media, Google, Media, News, Print Media, Technology.

BT: A bumpy road
February 17, 2021
$900.00

BT’s December quarter results were mixed, with revenue growth improving but EBITDA growth worsening, and next quarter will be hit by the effects o ...
Sector Broadband, BT UK, Fibre Broadband, Fixed Line (Internet and Voice), Mobile and Wireless Technology, Sports, SVOD.

Telstra 1H21 update reflects industry trends
February 14, 2021
$900.00
Telstra reported earnings on 12th February 2021. In this report, we have summarised the earnings update. In our view the results are consistent with the top tel ...
Sector 5G, Broadband, Mobile, Telstra.

Games and COVID-19: Demand boom eases production challenges
February 10, 2021
$900.00
The pandemic has caused an unprecedented demand boom and revenue windfall for the games industry, allowing developers to ease production bottlenecks, assist rem ...
Sector Digital Media, Media, Video Entertainment.

Amazon and sports rights: Gaining confidence
February 9, 2021
$900.00

Thanks to lockdown momentum, Amazon Prime Video grew substantially in 2020. Christmas time coverage of the Premier League seems to have played a par ...
Sector Digital Video, Media, Non-UK Media, online video, Pay TV, Sports, SVOD, TV, TVOD.

Amazon beats the flu: Non-commerce drives impressive growth over ...
February 8, 2021
$900.00
The pandemic has pushed ecommerce to new heights around the world, as consumers substitute their offline purchases for online in the absence of being able to le ...
Sector E-commerce, Ecommerce, Economic Outlook, Internet, Mobile Apps, Retail.

Global Britain is born: Post-Brexit muddle
February 5, 2021
$900.00

The EU-UK Trade and Cooperation Agreement (TCA) grants zero-tariffs only to goods compliant with rules of origin, a subset of the goods previously t ...
Sector Brexit, Economic Outlook, Europe, UK.