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Publications

Format: 2014-10
Format: 2014-10
Sector(s) Datesort icon

EE Q3 2014 results: 4G surges, revenue growth slows

EE’s 4G adoption continued to surge, with 1.4m net adds, over 80% of new contract sales taking 4G and just under 40% of contract base having adopted it

Mobile service revenue growth however slowed to -2.4% from -1.1% the previous quarter, with an extra regulatory hit from the EU’s ‘Consumer Rights Directive’ doing some of the damage, as well as some underlying weakness

Mobile, Fixed line, Telecoms October 2014 Access this report

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The TV/digital advertising debate

In the last few days we have spoken to key authorities in advertising in the US, UK and Europe.

We have been exploring the critical debate: the degree to which TV consumption and TV advertising are shifting and will shift to digital. Recent media coverage has argued traditional TV business models could start to unravel in the medium term. We disagree.

Media, TV, Internet, Technology, Telecoms October 2014 Access this report

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BSkyB growing on demand - Q1 2015 results

Q1 2015 results show steady underlying revenue growth in retail subscription and increases in other segments, along with the continuing extraction of cost efficiencies, resulting in an 11% year-on-year increase in Q1 operating profits

Quarter-on-quarter, Q1 2015 retail subscription revenues and ARPU were flat in spite of the strong uptake and growing use of connected products. Main causes appeared temporary - a mixture of seasonal factors and the launch of Sky Sports 5 with its two-year free broadband offer - while underlying growth remains firmly positive

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

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Retransmission fees

ITV and Channel 4 have asked the regulatory authorities to review the case for legislation that would for the first time allow the commercial PSBs to charge carriage fees for their main free-to-air channels on the pay-TV platforms

To this end, ITV has presented a detailed analysis showing the great contribution to the US creative economy due to the introduction of Retransmission Consent Compensation for free-to-air broadcasters in the US, but without setting this against the very different market structure in the UK, where the commercial PSBs enjoy significant privileges

Media, TV October 2014 Access this report

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Core TV and connectivity trends

The period between 2010 and 2013 was one of technological change in video consumption as connected devices achieved mass market adoption and online video players grew in popularity

Amongst the young, TV set viewing fell across this period, particularly in the UK, but this shift in behaviour has yet to impact older demographics in the same way. An ageing population, and associated longer viewing time among older audiences, helped maintain the total number of TV minutes viewed in the three key markets of the UK, US and Germany

Media, TV October 2014 Access this report

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EE TV: Triple play focus

EE has launched a new TV service featuring an advanced set-top box with a snazzy interface offered for free to its broadband/mobile customers

The lack of premium content means that the service is of little threat to the established pay TV operators Sky and Virgin Media, and the lack of integration with mobile or steep quad play discount makes it non-threatening to the mobile market

It does however reposition EE Broadband as a differentiated service, making it more competitive without lowering its headline price, with triple play the focus of this move in our view

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

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Virgin Media calls for PL auction investigation

Virgin Media’s request for Ofcom to open a formal investigation into the auction mechanism of live televised Premier League rights is a timely reminder of the need to consider the consumer as the auction draws ever closer with all eyes focused on the battle of BT versus Sky

When the EC last intervened before the 2006 auction, its remedy focused on the need for more than one winner for the sake of a more competitive downstream market, but without considering other variables affecting the outcome, to which Virgin Media has drawn attention

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

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Privacy and the internet in the UK

UK consumers have embraced data-hungry services like Facebook and Google, but many also have concerns about privacy online; young people have a more positive view of the trade-off and know how to avoid targeted advertising

Businesses that are conscientious about consumers’ data gain their trust, and the gap between trusted brands and the market as a whole may grow substantially in the future

Despite Edward Snowden’s revelations on ‘Big brother snooping’, the UK Government has secured vast access to communications data without serious challenge to date

Media, Technology, Telecoms October 2014 Access this report

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European mobile in Q2 2014: Underlying weakens again

European mobile service revenue growth improved by 0.5ppts to -7.2% in Q2 2014, but all of this and more was driven by a reduced regulatory impact; underlying growth has been stuck at around 6% for the last four quarters, with progress in some areas consistently being countered by further pricing pressure

Industry consolidation has progressed to some extent, but would have had little impact in the quarter. Further in-country mobile/mobile mergers are more than likely but uncertainty driven by the changing European Commission may be delaying decisions to move forward

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

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Indyref settled for now, Devo-Max ahead?

In a huge victory for the Union, 55% of Scotland’s voters said ‘No thanks’ to independence

The follow-up to the cross-party pledge on devolution shifts to London and will be dictated by the winner of the General Election on 7 May 2015; the Conservatives are aiming for a wider constitutional settlement for England to resolve the West Lothian question, while Labour will stick with a minimalist approach to preserve Scottish MPs

Media, Technology, Telecoms September 2014 Access this report

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Wrists and rewards: Apple's announcements

Apple has fulfilled its promise to roll out innovative new products this year, launching Apple Watch into the nascent wearables market and Apple Pay, a new mobile payments service, as well as moving the iPhone into ‘phablet’ territory.

The larger-screened 6 and 6 Plus should revive growth in iPhone sales and ASP, as well as providing another variable to compete in the mid-tier handset segment; Apple Pay further enhances Apple’s lock on its customer base.

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

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Changing TV viewing habits of older viewers

The continuing value of linear television is underlined by the fact that television is still comfortably the biggest display advertising medium, and we expect to see strong growth in 2014 and 2015 in spite of the growing impact of online to TV viewing.

Viewing among the 35+s has held up well, and the subset of 45-64s, who control most of the UK’s disposable income and are heavy TV viewers while embracing new technology and modern attitudes, will become increasingly important for broadcasters as the age profile of the UK gets older.

Media, TV September 2014 Access this report

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UK mobile market Q2 2014: Pricing stable, volume surges, growth returns

UK mobile service revenue growth finally returned to positive territory in Q2 2014 after three years of decline, largely driven by the MTR impact dropping out, but also helped by a 0.6ppt improvement in underlying growth

Mobile, Telecoms September 2014 Access this report

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UKTV on the up and up

UKTV has posted annual figures showing record revenues of £278 million in 2013, with the promise of more to come after an H1 2014 that has seen it overtake Channel 4 main channel in adult 16+ Share of Commercial Impact (SOCI) delivery and now closing in on Sky and Channel 5.

The rise in adult 16+ SOCI every year since the Freeview launch in 2002 reflects not only UKTV’s preparedness to invest more in content over time, but also management focus on EPG prominence on the free-to-air and pay platforms and unceasing willingness to try new channel ideas.

Media, TV September 2014 Access this report

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Amazon extends its gaming strategy

Amazon’s acquisition of Twitch, a platform for watching and broadcasting live streams of video gameplay, provides the ecommerce giant access to a large, fast growing and highly engaged gaming audience.

Like other media, retailing of games is in a state of transition away from physical media, where Amazon is more dominant, to digital, where Amazon is one player among many; this acquisition echoes those Amazon has made in other media.

Media September 2014 Access this report

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UK recorded music: Transition to access

After a relatively benign year in 2013 for UK recorded music thanks to a small pickup in trade revenues, we project a 5% decline in 2014, with digital music purchasing now falling as consumers shift to ad-supported and subscription access services, while CD sales continue to drop at a double-digit pace each year.

The UK reached a new milestone at the end of 2013 surpassing 1.3 million paying subscribers, a large number of non-paying 'hard bundled' subscribers on Orange/Deezer and Vodafone/Spotify 4G plans, plus several million Spotify freemium and Spotify Free 'smart radio' users.

Media, Music and Radio September 2014 Access this report

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Online scoops TV news

Older adults have always watched more TV than younger adults, and even more TV news. The gap has widened over the last five years following the rapid rise in online news consumption via websites or apps among the under 35s, where online is now used as widely as TV for getting news.

Recently published survey data by Ofcom (UK) and Reuters (10 countries) highlight the importance of online as a tool for accessing breaking news, whether search engines, news websites or social networks, along with an expanding field of news content.

Media, TV, Internet August 2014 Access this report

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21st Century Fox, Time Warner and the wave of mega-mergers

Consolidation in US and European TMT and the rapid expansion of digital giants is creating increasing pressure on the media companies who have to negotiate with them.

In Time Warner, 21st Century Fox identified an acquisition that would give it invaluable global premium content and distribution assets, and the ability to outbid its main rivals in upcoming sports rights auctions. The benefits for Time Warner were less discernible.

Media, TV August 2014 Access this report

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Consumer books: slow transformation

The appearance of mass market consumer eBooks was delayed, evolved explosively, and has since plateaued more quickly than other media. Physical books are attractive objects and elegant devices compared to CDs and DVDs.

Furthermore, “all you can eat” is not a reader’s mindset, limiting the relevance and growth of mass market eBook subscription services.

Media, Press August 2014 Access this report

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UK broadband, telephony and pay TV trends Q2 2014: BT leads the way

Market revenue growth in the UK residential communications sector continued to be robust in Q2 2014 at 5.4%, a slight increase on the previous quarter, with continued volume growth and firm pricing countering weak call volumes and the negative impact of a VAT legislation change hitting Virgin Media and TalkTalk

Fixed line, Telecoms August 2014 Access this report

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