Reports

O2 Looking beyond the nadir
November 3, 2020
$900.00
There was just a slight deterioration in trends at O2 this quarter as the COVID drag was fairly constant in total, although varied in mix. However, the iPhone l ...
Sector Telecom.
UK economic outlook The V-shaped recovery turns W
October 29, 2020
$900.00
The August month-on-month GDP growth figure of 2.7% disappointed relative to the rebound that occurred in the wake of lockdown being lifted, with GDP expansion ...
Sector Economic Outlook.
Australia Radio Market Outlook: Radio is secure for now, but comp ...
October 29, 2020
$900.00
We forecast Australian radio industry advertising revenue to grow at 4.2% CAGR over FY20-24, but it faces a gradual decline in its share of total advertising ex ...
Sector Audio, digital, Digital Media, Media, Podcasts, radio.
Netflix Q3 2020 results: Returning to pre-COVID levels
October 26, 2020
$900.00
Netflix’s usage and churn are “back to what they were a year ago”, while subscriber growth was down (+2.2 million globally) Two levers c ...
Sector Media, online video, Television.
Australian Pharmaceutical Expenditure Dashboard
October 21, 2020
$900.00
Australian Pharmaceutical Expenditure Tracker: Online share to grow to 13.6% by 2025 As of 2020, Australia has a $19.2bn pharmacy market which is expected to grow at a CAGR of 2.9% for the next 5 years, to $22.1bn by 2025. The online market share of pharmaceutical revenue is forecast to …
Sector E-commerce, Pharmaceuticals.
nbn’s Enterprise Market Strategy: Complementary or Competitive ...
October 21, 2020
$900.00
Prior to nbn’s arrival in the enterprise connectivity market, Telstra held a dominant position. The market suffered from a lack of competitive investment, with high barriers to entry, a low number of competitors in the market, and a lack of pricing transparency. Contents Key Takeaways Introduction The Enterprise Fibre Market …
Sector Telecom.
Industry Update: Draft Code of Practice for disinformation protec ...
October 21, 2020
$2,499.00
A draft Code of Practice on Disinformation and an associated Discussion Paper was released by the Digital Industry Group Inc. (DIGI) on 19 October 2020 (whose m ...
Sector digital, Digital Media.
Mediapro stops payments for French football: An opportunity for C ...
October 19, 2020
$900.00
France’s Ligue 1 faces an unprecedented financial crisis, dramatically illustrating the risks ahead for the European football industry. Contents It was too good to be true: Ligue 1 TV receipts will not jump 44% as it expected, compounding its COVID-induced financial distress Canal+ could step in and is in a …
Sector Broadcast TV, Media, Television.
STV: Pulling the levers for growth
October 15, 2020
$900.00
STV now has a clear pathway to reduce its reliance on linear advertising by investing in production, while pushing the transition to digital forward with a UK-wide footprint To that end, STV Player has some momentum and recent production company acquisitions, increasing external commissions and PSB Out of London quotas …
Sector Broadcast TV, digital, TV, UK.
5G iPhone: A small step for the UK mobile market
October 15, 2020
$900.00
It is widely expected that Apple will announce the first 5G iPhone at its event on 13 October, over a year after the UK launch of 5G networks, in contrast to Apple’s early start and key role in the launch of 4G Contents While the UK operators were early to …
Sector Mobile, UK.
Apple 5G iPhone: Telstra’s opportunity for Christmas consumer c ...
October 13, 2020
$900.00
Telstra has recently announced (12th October 2020) that it has deployed more than 2,000 5G sites covering more than 41 per cent of Australia’s population. In ...
Sector 5G, Telecom.
Australian Household 5G Fixed Wireless Substitution Forecast
October 9, 2020
$900.00
The advent of 5G, combined with an increase in smart device penetration, has made 5G fixed wireless and mobile broadband more attractive to consumers, and this ...
Sector 5G, Fixed Line (Internet and Voice), Internet, Telecom.
Back in play: Merger prospects in UK mobile resurrected
October 8, 2020
$900.00
With the European Commission’s decision to block the H3G/O2 merger annulled and with new H3G management sounding a very pro-consolidation tone, the prospect of mobile operators going from four to three in the UK seems to be back on the cards Both H3G/Vodafone and H3G/O2/Virgin Media combinations seem possible although …
Sector 5G, Telecom, UK.
WAAAX vs FAANG : ASX Technology Live Dashboard
October 7, 2020
$900.00
This report demonstrates the relative maturity and scale of the FAANGs versus the WAAAXs
Sector financial services, fintech.
European TV & video subscription platforms: Recovery from lo ...
October 6, 2020
$900.00
With a lack of live sport, the lockdown weighed on incumbent pay-TV platforms’ subscriptions. SVOD providers leveraged their cheap positioning—Netflix and Amazon Prime Video now rank above other subscription services in Europe, and Disney+ had a successful launch Incumbents—Sky, Canal+, Movistar+—all pursue a twin-track strategy. They are positioning themselves as …
Sector Europe, Technology, Television, TV.
Made in China- TikTok Global between a deal and the precipice
October 2, 2020
$900.00
ByteDance is rushing to sell a 20% stake in TikTok Global to Oracle and Walmart at an enterprise value of $60 billion. TikTok othe ...
Sector acquisition, Mobile Apps, Technology.
Commentary: Webscale Capex in 2Q20
October 1, 2020
$900.00
As WNOs have grown, they’ve developed more sophisticated offerings in the cloud, often targeting specific vertical markets with customized platforms, includin ...
Sector Cloud, Internet, Mobile Apps, Technology.
Australian Advertising Market Outlook 2020: COVID-19 impact will ...
September 24, 2020
$900.00
The story of the year is obviously the impact of COVID 19 and the associated economic slowdown. The -6.8% decline in FY20 AdEx will, among other things, hasten ...
Sector Advertising, cinema, Media, Online Advertising, radio.
WMG IPO: A bet on streaming
September 20, 2020
$900.00
Len Blavatnik has partly cashed in his investment in Warner Music Group (WMG). The shares issued were not new, and are non-voting, so the IPO did not raise fund ...
Sector Audio, Music and Radio.
Mobile industry reshape continues in the UK: EE ends its relation ...
September 17, 2020
$900.00
EE has announced the ending of its relationship with Carphone Warehouse, hot on the heels of a similar announcement from O2 a few months ago and the recent clos ...
Sector Mobile, UK.

Reports

Filter

O2 Looking beyond the nadir

UK economic outlook The V-shaped recovery turns W

Australia Radio Market Outlook: Radio is secure for now, but comp ...

Netflix Q3 2020 results: Returning to pre-COVID levels

Australian Pharmaceutical Expenditure Dashboard

nbn’s Enterprise Market Strategy: Complementary or Competitive ...

Industry Update: Draft Code of Practice for disinformation protec ...

Mediapro stops payments for French football: An opportunity for C ...

STV: Pulling the levers for growth

5G iPhone: A small step for the UK mobile market

Apple 5G iPhone: Telstra’s opportunity for Christmas consumer c ...

Australian Household 5G Fixed Wireless Substitution Forecast

Back in play: Merger prospects in UK mobile resurrected

WAAAX vs FAANG : ASX Technology Live Dashboard

European TV & video subscription platforms: Recovery from lo ...

Made in China- TikTok Global between a deal and the precipice

ByteDance is rushing to sell a 20% stake in TikTok Global to Oracle and Walmart at an enterprise value of $60 billion. TikTok othe ...

Commentary: Webscale Capex in 2Q20

Australian Advertising Market Outlook 2020: COVID-19 impact will ...

WMG IPO: A bet on streaming

Mobile industry reshape continues in the UK: EE ends its relation ...