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Topic “TV”

Format: 2014-07
Format: 2014-07
Sector(s) Datesort icon

BSkyB to be ESkyB - FY 2014 results

2014 saw a fall in profits as BSkyB absorbed the £217 million step-up in the annual cost of PL rights and invested £60-70 million in accelerating growth in its connected offerings, but with strong underlying revenue growth pointing to a resurgence of profits in 2015

The annual results release was over-shadowed by the news of BSkyB’s proposal to create Sky Europe through the acquisition of 21C’s shares in Sky Deutschland and Sky Italia, where it sees great opportunities for revenue growth and cost synergies

Media, TV, Fixed line, Telecoms July 2014 Access this report

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Multichannel TV facing the squeeze: Part 1

The commercial non-PSB sector saw strong growth in share of total TV viewing of close to 40% as the multichannel TV homes universe doubled in the 10 years between the launch of Freeview in October 2002 and completion of digital switchover in October 2012, and even higher 50% growth in SOCI (share of commercial impact) thanks to the higher commercial airtime quotas of the non-main PSB channels

Media, TV July 2014 Access this report

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UK home video: digital switchover

The British Video Association has released full year figures for 2013 for the UK home video market, which reveal that growth in digital video, especially in over-the-top subscription services e.g. Netflix, offset the fall in spend on physical media last year, reversing the previous downward trend

The bad news is that DVD’s decline is set to quicken, as the number of households with stand-alone players has begun to fall, though there should be some respite this year from sales of huge box office hits such as Disney's Frozen and Warner Bros.' Gravity

Media, TV, Internet July 2014 Access this report

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Sky Italia wins no price hike football auction

After a three-week long “messy and opaque” high drama auction Sky retained its broadcast rights for all Italy’s Serie A games for 2015-18 with a negligible 1% price increase.

Its rival Mediaset managed to keep hold of the top fixtures, but its coverage shrinks by 18% whilst paying 35% more. A deal earlier this year for the Champions’ League rights will add considerably to Mediaset’s total costs.

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

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Ofcom fibre margin squeeze test: Putting the brakes on BT Sport?

Ofcom’s fibre margin squeeze test’s initial indicative assessment concludes that BT’s current wholesale/retail pricing is ‘close to the boundary’ of creating a squeeze on its competitors

While BT can take comfort that it is at least close to passing the test, its DSL competitors (Sky, TalkTalk et al) can take comfort that BT cannot make life materially more difficult for them without failing it

Media, TV, Fixed line, Telecoms June 2014 Access this report

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UK broadband, telephony and pay TV trends Q1 2014: Converged growth

Market revenue growth in the UK residential communications sector was surprisingly robust in Q1 2014, rising a touch to over 5% (or around 4% excluding the direct impact of BT Sport) from just under 5% the previous quarter, despite facing a number of headwinds

Revenue growth at the top four operators has converged to around 4% for all, which marks a major long term turnaround for BT and TalkTalk, who back in 2012 were both experiencing firmly declining revenue well below market growth, and have since done much to stabilise their subscriber bases and sustain ARPU growth

Media, TV, Fixed line, Telecoms June 2014 Access this report

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TV and video advertising boom in the UK

Strong growth in the UK economy has created a very positive short term outlook for display advertising, with TV Net Advertising Revenues (NAR) expected to increase by 5% in 2014.

That bright prospect is nonetheless overshadowed by online video advertising, where 2014 is expected to add almost £200 million to the estimated £300 million spent in 2013. YouTube is leading the way, but the TV broadcasters also stand to benefit.

Media, TV, Internet, Technology June 2014 Access this report

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Sky Europe - the latest vision

The latest vision of Sky Europe under discussion between 21st Century Fox and BSkyB has 21st Century Fox maintaining its share in BSkyB at 39%, while BSkyB buys out 21st Century Fox’s interests in Sky Deutschland and Sky Italia

Agreeing the right price will be complicated by the contrasting fortunes of Sky Deutschland, which is enjoying a sustainable boom, and Sky Italia, which, although well run, is holding on to marginal profits in Europe’s most inflated football rights market and in a structurally stagnant and weak economic climate

Media, TV, Fixed line, Non-UK Media, Telecoms June 2014 Access this report

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Sky Deutschland forecasts to 2017

In Q1 2014 Sky has reaped the rewards of its marketing strategy focused on high quality longer term subscribers with churn hitting a record low, sustaining net adds, while ARPU growth remains healthy However we perceive no change in the underlying trend: Sky’s profitability should rise smoothly towards an EBITDA margin approaching 20% in fiscal 2017 – the last year of the current Bundesliga contract In a market slow to adopt digital innovations Sky is comfortably ahead of the competition – even if trailing international peers.

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

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Virgin Media Q1 2014 results: Volume, revenue and profitability improving

Improving volume trends and ARPU drove Virgin Media’s cable revenue growth to improve from 3.0% to 3.6%, helped by a firm price increase implemented during the quarter

Underlying OCF growth improved more dramatically, from -1% to +6%, with synergy benefits, lower marketing costs and lower premium channel cost growth some of the main drivers

While volume growth is still modest, solid ARPU growth and cost control should allow continued strong OCF growth through the rest of the year

Media, Mobile, TV, Fixed line, Telecoms May 2014 Access this report

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Sky measuring change - Q3 2014 results

Q3 2014 saw adjusted revenues up by 7% across the first nine months of fiscal 2014, helping to offset the large cost increases due to the new Premier League contract and investment in accelerating take-up and usage of connected services

In line with strengthening the online offer, retail subscription revenues were well up in the quarter, which saw further strong growth in NOW TV and Sky Go Extra subscriptions, while bad weather and losses due to the final integration of O2 customers temporarily subdued broadband growth

Media, TV, Fixed line, Telecoms May 2014 Access this report

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Channel 5 sold

Northern & Shell has concluded the sale of the Channel 5 Group for the price of £450 million, a little over midway between the £103 million spent on acquiring Channel 5 from RTL in 2010 and the quoted target price of £700 million at the beginning of the year

Channel 5’s fourth place in the strong and buoyant UK advertising market, its PSB privileges and current audience and operating performance make it a rare and attractive opportunity for US groups like Viacom seeking to expand their international footprint

Media, TV May 2014 Access this report

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Netflix extends its tightrope part 2: Abroad

Netflix is making steady progress with the global expansion of its streaming business, which now makes up 20% of total revenues, but is still far short of its long term vision of 70-80% share

Building a large presence in Europe is vital to long term success. The signs are that Netflix is steadily growing its UK and Ireland base, and performing even more strongly in the Nordics and possibly also in the Netherlands

Media, TV, Internet, Technology April 2014 Access this report

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ProSieben, RTL and German TV fragmentation

The ongoing digital migration and the resulting audience fragmentation have led to rating losses at RTL and ProSieben, but with the latter retaining its younger viewers. From a low base global operators are gaining share

Leveraging their high market shares within a benign economic environment means RTL and ProSieben are in a position to withstand the increasing competition. ProSieben has been more active in developing diversification businesses – on which we have mixed feelings

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

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Sensible duopoly carve out French football rights

As we expected, Canal+ won the broadcast rights to the Ligue 1 top three weekly games in 2016-20 and beIN Sports have the seven remaining fixtures Sensibly, the two competitors avoided a bidding war but ended up paying 28% more than the 2012-16 agreement – the first substantial increase since 2005 The new contract will help Canal+ sustain pricing and marketing. Meanwhile, even if it completely lost the ongoing Champions’ League auction, Canal+’s football prominence would remain

Media, TV April 2014 Access this report

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Prime time: Amazon enters the living room

Amazon has entered the increasingly crowded digital entertainment TV device marketplace, one which could be strategically more important for the ecommerce giant than tech rivals Apple and Google

The frictionless integration of entertainment and ecommerce on TV represents a bigger consumer milestone than competitor services are offering, and Amazon’s brand has huge appeal, though at present it has less market traction for streaming than it does for other products

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Netflix extends its tightrope part 1: At home

The core US long form streaming subscription business, so vital to Netflix prospects of long term global as well as domestic success as competition increases, shows no sign of slowing, while guidance points to Q1 2014 as another strong quarter Although market research indicates a positive brand image, boosted by Netflix’s entry into original content commissions, Netflix cannot afford to slacken in its efforts to build its subscriber base due to strong upward competitive pressures on content obligations Content delivery is the other big cost challenge.

Media, TV, Internet, Technology April 2014 Access this report

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Going live: London's integrated media dream

A key milestone in the UK’s Local TV initiative, London Live is also the country’s first integrated TV, newspaper and digital service, providing a unique prism through which to glimpse aspects of the future of its news, entertainment and advertising industries. 

Media, TV, Press March 2014 Access this report

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Football auction unwelcome surprise for Canal+

The French Professional Football League (LFP) is to auction its 2016-20 broadcasting rights next month, one year earlier than expected. The anticipated auction (and short notice) increases pressure on rival LFP broadcasters – a failure to renew their existing rights deals would unsettle their position for over two yearsDue to uncertainty over the future ownership of Canal+ and the political background of Al Jazeera’s beIN Sports we believe that both would prefer to maintain the status quo: the top two weekly games on Canal+ and the other eight on beIN Sports

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

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Slides for Media & Telecoms: 2014 and Beyond, part 2

Slides from the presentations by the following speakers at the Media & Telecoms: 2014 and Beyond conference on 4 February 2014: James Purnell, BBC; Dido Harding, TalkTalk; NIcola Mendelsohn, Facebook; John Paton, Digital First Media; Mike Darcey, News UK; Ashley Highfield, Johnston Press; Michael Comish, Tesco

Media, TV, Press, Internet, Telecoms March 2014 Access this report

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