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Topic “Media”

Format: 2015-03
Format: 2015-03
Sector(s) Datesort icon

UK quarterly internet trends Q4 2014

During 2014, the PC finally lost its crown as the main device for accessing the internet: for the first time, aggregate usage on mobile devices accounted for more than half of all time spent online.

Two thirds of people now have a smartphone, which is becoming the main method for getting online, while tablet penetration appears to be flattening out and the PC internet audience is in decline.

Media, Internet, Technology, Telecoms March 2015 Access this report

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Auto Trader IPO: driving home advantage

Auto Trader’s long-touted IPO has valued the car sales platform at £2.4bn, 17x EBITDA, matching Zoopla multiples but substantially lower than Rightmove’s 23x Auto Trader is both the most successful print to digital transition – and has also built the widest moat of any specialist classified service – that we have seen, and not just in the UK The near term market for used cars in the UK looks quite buoyant. However, some signs of slowdown in Auto Trader usage and slower longer term growth in the used car market provides some uncertainty further out

Media, Press, Internet March 2015 Access this report

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Apple Watch: the next must-have device?

Apple has provided more details on its smartwatch range, on sale from April, priced between $350-$17,000 to appeal to a wide range of would-be buyers and initially focusing on enhancing the iPhone through added convenience.

The Watch is likely to develop quickly in the next few years, and has the potential to become an indispensable tool for managing payments, health data and identity, as well as controlling other connected devices.

Media, Mobile, Internet, Technology, Telecoms March 2015 Access this report

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GE 2015 update Scotland’s 57 SNP seats

Scotland could produce up to 57 SNP MPs (of a total of 59 seats in Scotland), up from 6 in 2010: from “How many seats to the SNP?”, the question now is “Which Scottish seats won’t the SNP win?”

Labour’s losses in Scotland could be more than offset by Con-to-Lab and Lib-to-Lab swings in England, leading to our estimate that Labour and the Conservatives will each garner ~270 seats, well short of the practical majority of 322 seats, producing a hung Parliament as the initial outcome of GE2015

Media, Technology, Telecoms March 2015 Access this report

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Football and the wider game

Although Sky’s bids might be seen as putting its majority ownership of PL rights beyond reach at the next auction in 2018, the contest between Sky and BT is by no means over, raising the question of further inflation of premium sports content as other rights come up for renewal

Sport may have lost much of the importance it once had in generating profits from pay-TV platforms; however, the record bids by Sky leave no doubt as to the continuing importance of premium sports, and especially PL football, in terms of building and retaining overall scale

Media, TV, Telecoms March 2015 Access this report

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PL auction over, regulatory questions remain

The record £1,712 million to be spent yearly on live TV rights to the PL from 2016/17, about equal to the entire BBC TV programming budget, has hammered home the continuing importance of premium sports, especially PL football, in cementing scale in pay-TV

Several regulatory processes are still in play that could influence market developments over the next few years. We expect Ofcom’s WMO remedy to continue in close to its present form, while the VULA margin squeeze sets significant restraints on BT Sport over rights payments

Media, TV March 2015 Access this report

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Context is queen: the value of media environment

New evidence suggests brand owners and agencies have considerably different perceptions of how the digital marketing marketplace is performing.

The timing of these findings is critical, as digital display growth in the UK is far more advanced than in any major advertising market.

One of the perceived risks of a relatively narrow measurement provision is that media context is being diluted, with long term implications for the value of marketing inventory across all media.

Media, Internet, Technology February 2015 Access this report

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Global recorded music 2015: Purchasing past its peak

Consumer expenditure on recorded music continued its decline in 2014 by about 6% to $18 billion, as purchasing of download-to-own (DTO) albums and singles passed its peak in 2013, adding to the ongoing decline in total sales of CDs that started a decade ago

Streaming is now the only growth story left for the industry, and it has a global footprint, being embraced by developed and emerging markets alike, unlike purchasing

Media, Technology February 2015 Access this report

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New phase for news trends

News has entered a new phase, defined by the disruptive forces of mobile, social media and video, effecting rapid changes in consumption and the underlying economics for news businesses: the level of change and innovation is rewiring the structure and financial models for news more quickly than many news providers are able to respond.

Media, Press, Internet February 2015 Access this report

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Football auction to end all auctions

The latest auction of live televised Premier League rights has exceeded all expectations as the next three-year package commencing with the 2016/17 football season will cost £5,136 million, 70% up on the current £3,018 million

By shouldering much the greater cost increase of 83%, Sky has held on to five out of seven packages, including the most prized Super Sunday; however, the latest auction results underline the continuing core importance of PL football in spite of all the recent multi-product diversification and investment in non-sport content

Media, TV, Fixed line, Telecoms February 2015 Access this report

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UK takes from Consumer Electronics Show 2015

The Consumer Electronics Show in Las Vegas revealed the ‘next big thing’ for consumers to be products embodying the Internet of Things (IoT), controlled from the smartphone or the vehicle Wearables like fitness bracelets are already selling well in the UK, amongst the largest per capita markets for consumer electronics, and next up is the launch of Apple’s smartwatch Building out the smart home is the focus of the current wave of devices imbedded with sensors on show at CES 2015, with apps developed on platforms supplied by Samsung, Google and Apple

Media, TV, Internet, Non-UK Media, Technology February 2015 Access this report

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Bigger than ever: Apple's Q1 2015 results

The iPhone 6 and 6 Plus drove Apple’s most extraordinary quarter ever, with the company’s position in the smartphone market improving on all fronts: explosive growth in China, rising market share in the US and a rising average sales price.

By contrast, iPad sales continued to decline in spite of the iPad Air 2’s release, suffering from cannibalisation by the phablet-sized 6 Plus and saturation in developed markets. Apple has a strategy to revive sales, which may bear fruit later in the year.

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European Sky plc on the go - Q2 2015 results

Sky plc, the coming together of BSkyB, Sky Deutschland and Sky Italia, has enjoyed an excellent start, as adjusted H1 2015 figures delivered a 5% increase in revenues versus a 3% increase in costs, resulting in EBITDA growth of 7% and with free cash flow up by 25%

The strong financial results were accompanied by strong subscriber growth figures, especially in the operations covering Austria, Germany, Ireland and the UK, while all markets showed large reductions in churn, reinforcing confidence in the strategic approach of Sky plc

Media, TV, Fixed line, Telecoms February 2015 Access this report

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Digital UK 2015

This Digital UK 2015 report is a collaborative effort by research partners Enders Analysis and EY. Encapsulating materials in the public domain and proprietary to the partners, it sets out to demonstrate the vibrancy of the UK’s digital economy and its potential for growth.Key UK strengths include:

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DTT is safe until 2030

Ofcom anticipates opposing the use of core DTT spectrum for mobile broadband at WRC-15 in November in recognition of the importance of broadcasting

Assuming the aligned UK and wider European position prevails at WRC-15, DTT spectrum will be exclusive to broadcast until 2030, providing certainty for broadcasters and programme makers to enable ongoing investment in the platform

Media, Telecoms January 2015 Access this report

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Sky and Mediaset Premium: to live and let die

Speculation has arisen about a possible acquisition by Sky of Mediaset Premium, the DTT competitor to Sky Italia. The unprofitable platform faces a 50% cost increase this summer due to the start of new football broadcast contracts

Getting rid of competition would allow Sky to raise prices, but also burden it with the new contracts. At best, if it kept the Premium subscribers on DTT to limit churn, Sky would have a small revenue upside

Media January 2015 Access this report

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End of Netflix tightrope just in sight

In marked contrast to its Q3 2014 results release, Netflix reported a strong Q4 with respect to paid subscriptions that was ahead of company guidance and consensus expectations

The positive news about subscriber numbers, which saw a sharp jump in share price immediately after the results, was heavily reinforced by Netflix’s announcement of its aim to expand its global base from 50 to 200 countries over the next two years and generate a material profit from 2017

Media, TV, Internet January 2015 Access this report

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Multichannel TV facing the squeeze: Part 2

For the second year running, 2014 has seen a steep year-on-year decline in total daily average viewing time, which fell by almost 5%, and was again, as in 2013, greatest among younger age demos, especially among children aged 4-15 where the decline reached double figures

Media January 2015 Access this report

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Xbox One, PlayStation 4 and their uncertain future

One year on from the launch of the latest generation of gaming consoles Microsoft and Sony remain locked in a high stakes struggle for dominance of the gaming industry, and longer term viability of the console category.

Sony’s PS4, which we estimate outsold Microsoft’s Xbox One 3:1 in Q3, looks certain to win this round in a return to form for Sony following the relative disappointment of the PS3. Microsoft, struggling from missteps early in the Xbox One cycle, may have left it too late to catch up.

Media, Technology, Telecoms December 2014 Access this report

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Canal+ at 30: time for a strategic review

In 2014 Canal+’s core premium French pay-TV business has continued to lose subscribers and swallowed a VAT increase. But this was offset by growth in FTA ad sales, in ARPU, in overseas subscriptions and by acquisitions. EBITDA has continued the decline which commenced in 2013

Eleven years ago Canal+ in France and Sky in Britain had the same household penetration, but since then a gap has opened up and now Canal+ lags behind at 21% compared to Sky’s 34%. The French platform suffers from its regulated focus on films and its neglect of hardware

Media, TV, Non-UK Media December 2014 Access this report

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