Publications

Format: Dec 2017
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UK Mobile User Survey

In this report we update our regular survey of UK mobile users, with the latest survey conducted in April 2004. We look at user penetration, handset replacement rates, camera phone ownership and use, and also the market share prospects and camera phone usage for the mobile network operators.

 

 

 

Telecoms, Mobile 8 May 2004
Happy Birthday iTunes

Happy Birthday iTunes! It is just over a year since Apple launched iTunes and the media continues to talk up the second coming of the music industry, whose saviour appears in the form of affable Steve Jobs. iTunes sold a total of 70 million tracks online in its first year, well below its target of 100 million, but a respectable showing, especially since it spawned a small flock of competitors determined to out-sell iTunes.

  • Apple
Media 5 May 2004
Local Loop Unbundling in the UK

Local Loop Unbundling (LLU) has been a failure in the UK, with BT maintaining a stranglehold on the wholesale supply of DSL connections. But in other European countries, LLU has helped provide competition to the incumbent PTT and acted as a catalyst for the development of new services, such as voice-over-broadband and TV-over-DSL, and generally brought prices down.

Fixed Line 4 May 2004
Canal Plus and French Pay-TV

This in-depth report on pay-TV in France charts the course of Canal Plus and its main, but much smaller, competitor, TPS, over the period 2004-06. We anticipate pay-TV penetration will rise from 35% in 2003 to 38.7% by 2006, driven mainly by aggressive competition between TPS and Canal Plus in an improving economic environment.

  • Canal Plus
Media 3 May 2004
UK Online Console Gaming

This report updates our readers on the disappointing advance of online console gaming in the UK. Although the UK is the third largest video games market in the world, and was the first country in Europe to offer online gaming for Xbox and PS2, we estimate only 90,000 UK online console gamers at the end of Q1 2004 (just over 1% of 128-bit consoles sold to date).

Media 29 April 2004
UK Commercial Radio

Modest progress has been made towards consolidation in commercial radio since we last reported on the issue in mid-2003. Although the new Communications Act has liberalised the ownership rules, the potential blocking role of the Competition Commission continues to be a restraining factor in the wake of the Galaxy/Vibe ruling. That ruling found that anti-competitive outcomes could emerge even if the ownership rules were respected and it has had a chilling effect on M&A activity.

Media 15 April 2004
Voice-over-IP

Voice-over-Internet-Protocol (VoIP) is a fashionable topic and this report provides our assessment about whether the mass market potential in Europe matches the rhetoric of enthusiasts or the experience of the United States. In other words, does VoIP represent a fundamental threat to the continent's (and the UK's) incumbent telecoms operators, which still dominate the fixed telephony business? In our view, VoIP in Europe has quite a limited potential for consumers in general although business applications will expand significantly.

Fixed Line 6 April 2004
Music Publishing 2004

We expect the music publishing market to grow from $3.7 billion in 2003 to $5 billion in 2010. Performance, mobile phone ring tone and synchronisation revenues will be the most important drivers of growth in the near term, with legitimate downloads becoming significant in the medium-term (a big if given piracy, but one that we still are confident about). These will offset the expected decline in mechanical copyright revenues derived from physical sales of recorded music, as volumes continue to fall. There are however worrying signs that the standard mechanical copyright rates currently being applied (according to an expired agreement) may be reduced, which has the potential to negate the expected market growth.

Media 4 April 2004
E-Recruitment and Regional Newspapers

A new menace hangs over the future of regional newspapers, an industry already suffering from declining display advertising and paid circulation. Starting with the NHS Electronic Recruitment Programme (ERP) launched this month, we expect the public sector will shift recruitment activity to its own sites, in the wider context of e-Government objectives to bring all services online by 2005.

Media 26 March 2004
Mediaset

Our first report on Mediaset, the Italian commercial TV empire controlled by Prime Minister Silvio Berlusconi, covers the company's strong results for 2003 and prospects for 2004 and 2005. The company reports on 24th March 2003.

Media 22 March 2004
Fastweb

Fastweb is an interesting altnet break-out story from Milan, Italy. Fastweb has a two-tiered network composed of a fibre-to-the-home (FTTH) network and the more recent DSL network based on fully unbundled Telecom Italia lines. Taking advantage of Italy's relatively low prices for unbundled local loops, Fastweb is among the leading unbundlers in Europe, with Free based in France (Iliad [2004-02]). Fastweb anticipates passing 6 million households (25% of the total) by 2006 and 10 million by 2010.

Telecoms 18 March 2004
Comcast/Disney: The Strategy Examined

Although the prospect of a successful Comcast bid for Disney has receded almost completely, we expect it to come back. The strategic imperative for Comcast to integrate with a leading content producer remains acute. It confronts a reinvigorated and very aggressive competitor in DirecTV. Satellite is rapidly draining high ARPU pay-TV subscribers from the cable companies. Increased expenditure on programming, services and marketing are the only responses possible to combat the erosion.

Media 5 March 2004
Wholesale DSL Access Products

Ofcom is about to issue a decision that will have a major impact on the way the UK broadband market develops. It concerns the pricing of wholesale DSL connections. The decision will be an important first signal to the market on how the newly-established Ofcom intends to deal with quasi-monopolies like BT.

Telecoms 4 March 2004
UK Broadband Market 2004-2006

Broadband took off in 2003 reaching 3.1 million cable and DSL connections at the end of the year. We anticipate a further massive shift to broadband in 2004, but mainly to the benefit of DSL suppliers. DSL has twice the geographic coverage of cable, and Tiscali's recently introduced 150k DSL service is undercutting NTL's own mid-band service in areas of overlap. This report examines the intense struggle for market share being waged by ISPs.

Telecoms 19 February 2004
Freeview Impact

Does Freeview, the free-to-air digital terrestrial television (DTT) service, represent a serious and growing threat to the pay-TV offerings from BSkyB, NTL and Telewest? This report presents the results of a survey we commissioned that strongly suggests that Freeview is starting to drain subscribers from pay-TV platforms.

Media 13 February 2004
Mobile Location-Based Services

Location-based services (LBS) have long been credited as a key new mobile data application destined to generate substantial extra revenues for the mobile operators. A number of consumer-focused LBS have been now launched, and in this report we examine their progress and potential, drawing on our own experience and a number of consumer studies.

Media 6 February 2004
European DTV Trends 2003-2005

European digital TV take-up enjoyed a mild recovery in 2003, adding about 4 million households to reach 30 million households at the end of the year. We expect the momentum to build in 2004 and 2005. This is the main conclusion of our assessment of European trends in 2003 of take-up of digital satellite TV (DST), digital terrestrial TV (DTT) and digital cable TV (DCT).

Media 29 January 2004
UK Mobile User Survey

Handset sales in the UK and the rest of Europe have reportedly been strong over the last few months, with camera phones selling well. In this report we look at our most recent survey of UK mobile handset owners to investigate whether this is a result of stronger consumer demand, or whether purchasers have been responding to cheaper offers from mobile operators.

 

 

 

Telecoms, Mobile 21 January 2004
Iliad

We write regularly about Free, the French ISP that is leading Europe in unbundling local loops. Through its proprietary technology, the Freebox, Free now offers cheap DSL access, free VoIP (voice over Internet) telephone calls and a limited TV offer, over unbundled local loops. Iliad, Free’s parent company, is preparing for flotation and the company has released details about its performance and plans.

  • Iliad
Telecoms 14 January 2004
The Major Music Groups

As we predicted in our last report on the music business, the end of 2003 saw the beginning of the corporate activity that the industry has been itching to carry out for a decade. In this note, we look at the major record companies’ current position in the world music industry and consider how it is likely to evolve in 2004 and beyond.

Media 8 January 2004

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