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Topic “Telecoms”

Format: 2014-04
Format: 2014-04
Sector(s) Datesort icon

US recorded music bumps along in 2013

US recorded music retail sales fell 5% in 2013 to $5.5 billion on a bruising 17% decline in physical sales and a sharp slow-down in digital growth

DTO retail sales slipped for the first time in 2013, a trend that continued in Q1 2014. On a brighter note, the leap from 3.4 to 6.1 million subscribers makes the US the top market for the format

At the wholesale level, the fall in revenues from B2C sales was entirely offset by the rise in B2B revenues from ad-supported music where usage is booming – in 2013, B2B contributed 16% of wholesale revenues of $4.5 billion

Media, Music and Radio, Telecoms April 2014 Access this report

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Sky and TalkTalk roll out (a bit of) fibre

Sky and TalkTalk are rolling out fibre in a small part of York, using a model that they could potentially extend to cover 10-15% of UK households

The economics of greenfield fibre build are still terrible in general, with even building in cherry-picked areas very hard to justify under current conditions, although the economics will improve over time as demand for speed increases

Moreover, once it is built it is built, and BT loses the wholesale revenue forever. Taking the hint and offering more reasonable wholesale fibre pricing may not be a bad option if Sky and TalkTalk persist

Fixed line, Telecoms April 2014 Access this report

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News apps - service analysis and outlook

Newspaper apps have very quickly become a critical means for publishers to optimise consumer dwell time in digital, and cement an integrated digital subscription service

In common with apps in other markets, they are evolving, with new business models and usability solutions emerging relentlessly, while challenges including mobile advertising and the integration of video with text-based content are far from resolved

Media, Press, Telecoms April 2014 Access this report

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Japan’s recorded music tumbles in 2013

Japan’s RIAJ reported a 15% decline in trade revenues in 2013 on the 13% decline in CD and music video sales, still representing 87% of trade revenues

Digital trade revenues fell 23% on collapsing mobile sales; internet DTO revenues were up 24% and subscription revenues trebled to $31 million

UMG, WMG and even Sony each have limited exposure to Japan, where domestic labels dominate. Avex and other publishers exploit J-pop through 360 degree contracts with acts and enjoy robust concert and merchandising revenues

Media, Music and Radio, Telecoms March 2014 Access this report

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European mobile in Q4 2013: Focused on consolidation

European mobile service revenue growth again disappointed in Q4, dropping slightly from -8.9% to -9.1%, with underlying revenue growth dropping a little further from -6.0% to -6.3%, again reaching a record low

Mobile, Non-UK Telecoms, Telecoms March 2014 Access this report

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Creative UK

This report on the digital transformation of the creative industries in the UK was produced by Enders Analysis and research partner Bain & Company, to support the Creative UK event organised by Enders Analysis and held at the BT Centre on 18 March 2104.

Media, Internet, Technology, Telecoms March 2014 Access this report

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UK internet: mobile inflection point

Strong growth in UK sales of mobile devices in 2013, with tablet shipments overtaking declining PC sales, pushed smartphone and tablet penetration up to about 63% and 35% respectively, in line with our forecasts.

We estimate that mobile devices now account for 50% of time spent online in the UK, the lion’s share via apps, reaching this milestone sooner than expected. Mobile internet usage looks set for further growth in 2014 and beyond, with PC-based consumption flattening.

Media, Mobile, Internet, Telecoms March 2014 Access this report

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UK mobile market Q4 2013: Bouncing up

UK mobile market service revenue growth improved on both a reported and underlying basis by 1.2ppts in Q4, a very welcome result after six consecutive quarters of declining underlying growth. Reported revenue is still in decline, at -1.6%, but it is the most modest decline among larger European countries, and compares to -5.0% in early 2013

Mobile, Telecoms 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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Media & Telecoms: 2014 and Beyond, part 2

Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 4 March 2014. The event featured talks by 13 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette.

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

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Slides for Media & Telecoms: 2014 and Beyond, part 1

Slides from the presentations by the following speakers at the Media & Telecoms: 2014 and Beyond conference on 4 February 2014: Andrew Griffith, BSkyB; Thomas Rabe, Bertelsmann; David Dyson, Three UK

Media, TV, Fixed line, Press, Internet, Technology, Telecoms March 2014 Access this report

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Media & Telecoms: 2014 and Beyond, part 1

Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 4 March 2014. The event featured talks by 13 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette. This report provides edited transcripts of the talks given by six of those speakers: Sir Martin Sorrell, WPP; Gavin Patterson, BT; Andrew Griffith, BSkyB; Thomas Rabe, Bertelsmann; David Dyson, Three UK; David Abraham, Channel 4

Media, Mobile, TV, Fixed line, Press, Internet, Non-UK Telecoms, Music and Radio, Non-UK Media, Technology, Telecoms March 2014 Access this report

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UK broadband, telephony and pay TV trends Q4 2013: Volume and price driven growth continues

The UK residential communications sector maintained strong revenue growth of 5% in Q4 on a reported basis, or 4% underlying, bolstered by strong volumes and solid pricing, with recent price increase implementations supporting the latter going forward

It is still hard to see a very significant competitive impact from BT Sport, with BT’s broadband net adds up by only 20k-30k on a year earlier, but the impact on costs is very clear, with increased sports rights costs, increased marketing costs and pay TV box/device subsidies driving up the cost base of all operators

Fixed line, Telecoms March 2014 Access this report

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Facebook & WhatsApp - an expensive limited defence

In an audacious move to minimise the risk of mobile social disruption, Facebook is to acquire leading messaging app Whatsapp for up to $19 billion, or $42 per user, or 11% of Facebook’s current market cap Messaging platforms are becoming the new social media, particularly for younger demographics, and while Facebook/WhatsApp will be huge in mobile, other services could still side-step into Facebook’s territory  

Media, Mobile, Internet, Technology, Telecoms February 2014 Access this report

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Pay-TV sports WMO remedy revival

The Court of Appeal has judged that the Competition Appeal Tribunal erred in law in its rejection of the Ofcom Wholesale Must Offer remedy for premium sports by failing to deal adequately with all of Ofcom’s competition concerns but agreed with the Competition Appeal Tribunal that Ofcom had acted within its regulatory powers Sky’s appeal against the 2010 Ofcom decision will therefore be re-heard at the Competition Appeal Tribunal and we believe the likelihood is that the Wholesale Must Offer remedy will be approved, while the jurisdiction issue may yet have some life if Sky takes its appea

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

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Virgin Media Q4 2013 results: Promising 2014 ahead

Virgin Media’s consumer cable revenue growth dipped down to 3% in Q4, largely driven by weaker RGU growth during the year feeding through

Subscriber net adds were however much stronger in Q4, and the company has confidently implemented firm price increases this month, backed up by another speed increase across all tiers

OCF declined by 5%, or 1% excluding one-off items, with increased sports content costs from BT and Sky weighing. However, the company remains confident of mid-single digit OCF growth in 2014, with growth improving through the year

Fixed line, Telecoms February 2014 Access this report

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Vodafone Q3 2013-14 results: Limited signs of turnaround, all eyes on M&A

Vodafone Europe’s revenue growth was again weak, flat on the previous quarter in reported terms at -10%, but underlying revenue growth declined slightly, despite a strong recovery in GDP growth

There are some limited signs of recovery – improved contract net adds, sustained data volume growth, an end in sight to ARPU dilution – but realistically Vodafone’s admirable organic investment push will not reap rewards within the year

Mobile, Telecoms February 2014 Access this report

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TalkTalk Group Q3 2013/14: Weathering the storm

TalkTalk enjoyed a healthy December quarter, with broadband net adds steady, TV net adds accelerating, churn falling and revenue growth accelerating to 5%

Revenue growth was boosted by a big wholesale contract win and the timing of line rental price increases, but the company did achieve a complex price restructuring with no negative ARPU impact

With churn heading down again, the company appears to have successfully weathered the BT Sport-related storm, leaving it on track to achieve its aims

Fixed line, Telecoms February 2014 Access this report

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BT Q3 2013/14 results: Solid performance but no thanks to Sport

BT grew both its Group level and consumer retail revenue for the first time in years, and while the extent of growth was flattered by one-off factors, growth is still positive on an underlying basis, an impressive achievement indeed for a European fixed incumbent

This is mainly driven by robust pricing, declining line losses, and continuing fibre adoption, with the indirect impact of BT Sport still hard to discern, but the direct impact absorbing all of BT’s hard won cost reduction gains to leave EBITDA flat

Fixed line, Telecoms February 2014 Access this report

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Sky gets connected - H1 2014 results

Operating profits took a dip in H1 2014 as Sky absorbed the £110 million hike in Premier League (PL) football rights, saw marketing spend rise as a result of strong product growth and invested £40 million in its connected TV services

Growth has stayed positive across the range of TV and home communications products, while the new User Interface due to launch in the next few months promises to unlock significant incremental revenues as well as underline the quality of Sky offerings in movies and entertainment

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

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