Format: Nov 2015
Sector(s) Datesort ascending
ITV FY 2007 results: turnaround in a fog

Disappointing headline figures showing a 35% drop in pre-tax profits largely reflect exceptional and non-core items, in particular the fallout from the phone-in scandals that occurred in 2007

  • ITV
Media, TV 7 March 2008
Web TV: much hoopla, little moola

Early figures from the BBC show promising take-up of iPlayer, its web TV application to deliver BBC TV shows. More than 2 million people watched an average of just over one show per week in January, representing about 1.6% of TV viewing amongst iPlayer users

  • BBC
Media, TV, Internet 4 March 2008
Virgin Media Q4 2007 results: cable OCF growing but still fragile

Growth in ARPU is reinforcing the impact of improving cable subscriber growth, but revenue remains in decline, year-on-year

  • Virgin Media
TV, Media, Telecoms, Fixed Line 3 March 2008
France Télécom’s fixed line revenue returns to growth

Following years of decline, France Télécom’s revenue from its fixed line business (‘Home France’) rose €248 million in 2007. Rising retail and wholesale broadband revenue (plus WLR) more than offset falling line rental and call revenue for the first time

  • France Telecom
Telecoms, Fixed Line 27 February 2008
The internet... on your mobile?

Dramatic growth in datacards and Blackberry users has fuelled excitement that the mobile internet is finally arriving to the mass market, even though these remain largely business devices

Media, Internet, Telecoms, Mobile 26 February 2008
The Setanta Question

Setanta is the subject of takeover speculation and this report considers the opportunity, the challenge, and the risks that a purchase represents. Setanta's ownership of live televised rights to premium UK football content tantalises potential investors, but they will need to assess the cost of hanging on to those rights at the next auction in 2009. Potential bidders include ITV, Virgin Media, BT and ESPN, with a fifth, unnamed bidder in the background

Media, TV 25 February 2008
Yahoo!: acquisition by Microsoft most probable outcome

Microsoft’s $44.6 billion offer for Yahoo! represents the software giant’s last opportunity to compete with Google in the rapidly growing market for online advertising, which is forecast to double to $80 billion within three years

  • Yahoo
  • Google
Media, Internet 15 February 2008
Sky ITV Appeal?

This report examines whether Sky has grounds to appeal the decision by the Competition Commission requiring Sky to partly divest its ITV stake. The deadline for Sky's decision on appeal is 25th February. Bearing in mind that the CC has a good track record on fighting appeals, this report identifies two potential grounds for appeal that could prove fruitful for Sky to appeal. If Sky does appeal, and we suspect it will, the uncertainty weighing on ITV's share price will continue for some time yet

  • Sky
  • ITV
Media, TV 14 February 2008
French football rights auction outcome

France’s football rights auction for the four seasons starting in 2008 ended with a second round on 6th February. Canal+ will keep most rights, while France Télécom picks up some live rights for the first time

  • France Telecom
  • Canal Plus
Media, TV, Non-UK Media 13 February 2008
Yell shortfall shines spotlight on local advertising

Yell announced this week that full year sales growth (to March 2008) in its UK operations would be 2%, sharply down from the previously forecast 3%, due to “toughening market conditions” since the start of 2008

  • Yell
Media 13 February 2008
BT FY 2007-08 Q3 results: under pressure

Increasing loss of retail call market share and continuing decline in wholesale revenue stunted growth in group revenue, which would have dropped slightly without help from acquisitions

  • BT
Telecoms, Fixed Line 12 February 2008
Sky Q2 2007/8 results: record product sales, but concerns on fixed line costs

Sky's Q2 results show continuing strong growth across all parts of its multi-product business, with bumper product sales, up by almost a third year-on-year

  • Sky
TV, Media, Telecoms, Fixed Line 8 February 2008
Fibre in France

France is the first major European market where a large scale fibre-to-the-home (FTTH) deployment is under way. Numericable and France Télécom, as well as unbundlers Iliad and Neuf Cegetel, are launching triple play offers over fibre to households. Public authorities actively support the plans, to boost France's growth prospects. This report examines the commercial context for fibre deployment in France

  • Iliad
  • France Telecom
Fixed Line, Telecoms, Non-UK Telecoms 6 February 2008
Canal+ subscriptions disappoint

Vivendi’s preliminary results for FY 2007 show weak subscription growth by France’s leading pay-TV operator Canal+ despite the existence of special positive factors. Strengthening free-to-air (FTA) competition on the DTT and DSL platforms appears the main cause

  • Canal Plus
TV, Media, Non-UK Media 5 February 2008
Vodafone December quarter KPIs: improved performance, and prospects good for 2008

Vodafone’s European performance was very solid, with underlying growth of 1.9%, up from 1.7% last quarter, with some very encouraging moderation to price cuts in Germany and elsewhere

  • Vodafone
Telecoms, Mobile 1 February 2008
Apple Q1 FY2008 results

Powered by strong computer sales at Apple stores and surging European sales (and the weaker dollar), Apple’s dollar revenue for Q1 FY2008 rose 35% year-on-year to $9.6 billion, exceeding guidance of 29%

  • Apple
Music and Radio, Media 31 January 2008
France Télécom’s calculated posturing on the football rights auction

In an apparent change of direction, France Télécom said it would consider bidding for all the 12 packages of French televised football rights at the auction to be held tomorrow, 31st January, including the primetime slots that last went to Canal+ – but FT also claims to rule out an all out assault against Canal+


  • France Telecom
  • Canal Plus
Media, TV, Non-UK Media 30 January 2008
O2 UK - iPhone tariff price cut

O2 this week announced changes to its contract tariffs; however, these will have limited impact for most of their subscribers, and the reductions to their data pricing only bring them into line with changes the other operators have already made

  • O2
Mobile, Telecoms 30 January 2008
The Future of Digital Radio - is it 'DAB'?

This report considers recent activity concerning the radio sector’s Digital Audio Broadcasting (DAB) platform and examines the implications, particularly in view of the recent establishment of a government working group examining the future of digital radio, and given weak consumer acceptance of DAB. It concludes that overcapacity of DAB spectrum is an issue that will only be exacerbated by the planned launch of a further DAB national multiplex by Channel 4 in 2008

  • Channel 4
Media, Music and Radio 28 January 2008
Seesaw TV advertising prospects in 2008

Chill global winds in the financial world have triggered gloomy predictions in the City of around 2% negative nominal UK TV NAR (net advertising revenues) growth in 2008. In general, the TV advertising industry appears more positive, with predictions mostly lying between 0% and +3%

Media, TV 25 January 2008