Format: Sep 2015
Sector(s) Datesort ascending
Competition Commission view about the Sky stake in ITV

BSkyB’s 17.9% shareholding in ITV is likely to lead to a substantial lessening of competition in the all-TV market, according to the provisional findings of the Competition Commission (CC) investigation announced on 2nd October 2007

  • Sky
  • ITV
Media, TV 1 October 2007
Next Generation Access in the UK: could Sky and Virgin Media be the real losers?

Ofcom’s consultation document on Next Generation Access indicates a desire to avoid regulatory impediments to investment, not to force BT to act

  • Sky
  • BT
  • Virgin Media
Telecoms, Fixed Line 30 September 2007
UK broadband market Q2 2007

At 30th June 2007 there were approximately 14.5 million fixed broadband subscribers in the UK and residential broadband penetration was approximately 52%

Telecoms, Fixed Line 29 September 2007
Blyk: easy money?

A new MVNO, Blyk, launched in the UK this week offering limited free texts and voice minutes in exchange for receiving advertising

Telecoms, Mobile 26 September 2007
UK spectrum withdrawal: Ofcom wants it back

Ofcom is proposing taking back and re-auctioning over 30% of Vodafone and O2’s 2G spectrum as part of more general plans for ‘refarming’ 2G spectrum to allow its use for 3G services

  • Vodafone
  • O2
Telecoms, Mobile 25 September 2007
UK Commercial Radio Consolidation

Further consolidation could lie ahead for the UK commercial radio sector. EMAP is expected to offer its radio assets for sale and Scottish Media Group plans to divest Virgin Radio. The battleground is competition for listeners drawn by the BBC's increasingly popular national radio networks. This report however examines past consolidation, which produced substantial cost savings, without noticeably improving the commercial sector's fortunes. In our view, for consolidation to succeed in this regard, much greater attention will need to be paid to improving content

  • BBC
  • SMG
  • Virgin Media
Media, Music and Radio 18 September 2007
iPhone in the UK: over here, overhyped and overpriced

The Apple iPhone will finally be available in the UK on 9th November, sold exclusively through Apple, O2 and Carphone Warehouse, and costing a hefty £269 when bought with a minimum £35 a month 18 month contract

  • Carphone Warehouse
  • Apple
  • O2
Telecoms, Mobile 17 September 2007
Emap Sale and Consumer Magazine Trends

Emap’s decision in July 2007 to sell off the entire group – consumer magazines, radio and business-to-business (B2B) – as a whole or in parts, provides the context for our examination of the state of the consumer magazine sector. The recently released ABC circulation figures highlight the plight of this sector as a whole and, within it, the precarious state of certain genres, especially lad's magazines. This report presents our analysis of the ABC circulation figures and provides our forecasts for the sector to 2012

Media, Press 12 September 2007
Neuf Cegetel

This report presents our analysis of Neuf Cegetel alongside that of close rival Iliad (which trades under the Free brand). Neuf and Iliad are France’s two leading unbundlers, are both quoted on the Euronext exchange and, since Neuf’s IPO in November 2006, have been assessed largely in parallel by investors. We anticipate Neuf's Investor Day on 12th September will provide analysts with greater detail on Neuf’s strategy to improve by 2010 its profitability to the level enjoyed by Iliad.

  • Iliad
Telecoms 10 September 2007
Apple’s iPods: reaching maturity?

Apple revealed an updated iPod range to stimulate demand in the run up to the all important Christmas quarter, when iPod revenues typically account for 50% of Apple’s totals

  • Apple
Media, Music and Radio 9 September 2007
The Broadband Warehouse?'

Carphone Warehouse is seeking to position itself as an impartial guide to the broadband products from 6 different brands, although it is not selling the product sets of BT, Sky or Tiscali




  • Carphone Warehouse
Telecoms, Fixed Line 5 September 2007
The CRR dividend - what dividend?

The Office of Fair Trading (OFT) has confirmed receipt of a formal request from ITV plc for a review of the Contract Rights Renewal (CRR) remedy and will announce its decision whether to proceed before the year is over

  • ITV
Media, TV 3 September 2007
Apple TV in the UK

Apple has now launched downloads of 28 US TV series in the UK, hoping to drive demand for portable video watching on iPod or for home viewing via Apple TV

  • Apple
Media, TV 27 August 2007
H3G HI 2007 results - Slow growth

H3G’s revenue growth has slowed significantly, with H1 revenue flat on the previous half, driven by steady churn and a reduced investment in customer acquisition

  • Hutchison 3G
Telecoms, Mobile 22 August 2007
C4 and Digital Diversification

Channel 4's digital diversification strategy is a topic we first considered in 2002. At that time, we urged Channel 4 to husband its resources to meet its public service remit and maintain audiences on its terrestrial service, rather than diversify into new digital satellite channels. If anything, the progress of time has reinforced our conclusion that Channel 4's digital diversification strategy is risky. The risks for Channel 4 are greater than for the BBC, since Channel 4's public service remit is funded by advertising alone

  • Channel 4
Media, TV 13 August 2007
Disposal headaches at Trinity

Trinity Mirror’s 2007 interim results announcement produced the shock news of an expected £150 million shortfall in its disposals of two regional newspaper divisions and its sports addition

Media, Press 8 August 2007
Virgin Media Q2 2007 results: cash flow down; outlook for top line growth remains dubious

The loss of Sky basic channels, strong competition and a maturing broadband market have combined to weaken Virgin Media’s top line results sufficiently to cause cash flow to decline

  • Virgin Media
  • Sky
Fixed Line, Telecoms 7 August 2007
Virgin Mobile price increases

Virgin Media has recently upped its mobile prices both within the ‘quad-play’ and on the Virgin Mobile standard prepay product

  • Virgin Media
Telecoms, Mobile 1 August 2007
Sogecable's diverging free and pay-TV results

Rising audiences for Cuatro in a booming TV advertising market have unexpectedly lifted Sogecable earnings in H1 2007, encouraging confidence that Cuatro will achieve breakeven in 2008, if not in 2007

  • Sogecable
Media, TV, Non-UK Media 31 July 2007
BT FY 2007/08 Q1 results: more clarity required on 21CN

Growth in revenue and EBITDA was adequate but a nasty surge in capex hit cash flow

  • BT
Telecoms, Fixed Line 31 July 2007