US mechanical rates outcome – the status quo prevails
The Copyright Royalty Board ruling issued on 2nd October gives the US music industry certainty on the statutory mechanical royalty rates payable to music publishers for 2008-2012 |
Media, Music and Radio, Non-UK Media |
October 2008 Access this report
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US digital music sales in 2006
US digital music sales continue to perform well, despite press reports to the contrary, with the average weekly volume of tracks sold up 75% in 2006, supported by steady sales of iPods |
Media, Music and Radio, Non-UK Media |
December 2006 Access this report
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Update on KPN’s fibre roll-out
In The Netherlands, KPN faces strong competitive pressure on voice and broadband from cable operators historically addressing subscription TV services due to their superior fibre/coax networks – KPN needs to upgrade its ADSL network to increase IPTV coverage and bandwidth to compete effectively on the triple play |
Fixed line, Non-UK Telecoms, Telecoms |
December 2009 Access this report
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Update on BSkyB forecasts
All the recent attention to BSkyB has had to do with the proposed News Corporation takeover and its impact on the share price. For the BSkyB business itself, we think the troubles of News International have so far had very little effect, as there is nothing to link the pay-TV operator Sky directly with the News of the World, the epicentre of the current judicial and political storm. Nothing, that is, apart from the Murdoch factor, which certainly seemed to do no harm to sales of the final News of the World edition on Sunday 10 July which topped 4.5 million. |
Media, TV, Fixed line, Telecoms |
July 2011 Access this report
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Update on 3G in Japan
This note updates on 3G in Japan [2004-24] after visits to NTT DoCoMo, KDDI and Vodafone Japan, and recent announcements in advance of Vodafone’s investor day next week. We conclude that the market's outlook remains poor and, in particular, Vodafone Japan will struggle.
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Mobile, Telecoms |
September 2004 Access this report
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Universal Music H1 2003 Results
Universal Music is the world’s largest music company, but has not been immune from the savage downturn in the industry. This note provides our sales projections for the company and places an approximate valuation on the business of $5bn, down significantly from last year. |
Media |
October 2003 Access this report
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Universal Music - Valuation
Universal Music is an important component of Vivendi’s business. As M. Fourtou shuffles his cards, the disposal or flotation of Universal becomes more likely by the day and this report values this market-leading record company. |
Media |
December 2002 Access this report
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UK video-on-demand forecasts to 2015
This presentation details our assessment of the UK prospects for video-on-demand advertising through to 2015, covering through-the-middle and over-the-top services
While video-on-demand consumption is set to grow strongly, particularly to the TV, linear broadcast services, supported by PVR timeshift, will continue to account for over 90% of viewing to the TV and PC/ tablet over the next five years. As a result, we forecast that VOD advertising will equate to 7% of TV NAR by 2015, with current high prices for in-stream video ads falling as it becomes more integrated with TV airtime sales |
Media, TV, Internet |
August 2011 Access this report
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UK TV Viewing Trends - Issue 3
This is the third of our regular reports on UK TV viewing. The report contains details to support the following assertions |
Media |
October 2002 Access this report
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UK TV Viewing Trends - Issue 2
Despite the bad press it is receiving, the BARB TV viewing panel appears to us to be settling down and providing robust results. In this note, Toby Syfret shows that UK viewing trends now appear to be clear-cut and not artefacts of BARB panel design. |
Media |
June 2002 Access this report
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UK TV Viewing Trends - Issue 1
This report is the first of a quarterly series by Toby Syfret, one of Europe's best known commentators on viewing trends.
We believe it will opt for the BBC offering. This note shows why. |
Media |
March 2002 Access this report
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UK TV Viewing Trends (Issue 4)
This issue of our regular report on TV trends in the UK looks at pay-TV subscriber numbers, the position of Freeview, and the impact of the huge expansion in the number of digital channels. Our analysis tries to clear away the fog produced by problems with BARB data over the past year. |
Media |
February 2003 Access this report
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UK TV Viewing Trends
This report covers some of the important developments in UK television viewing in the first half of 2003. It focuses on assessing the true number of Freeview homes, the encouraging progress of ITV2 and the potential impact of Sky’s PVR. We also look at the marked slowdown in the decline of ITV1 which, for the first time in recent memory, has seen yearly audience share increases in two of the last six months. |
Media |
September 2003 Access this report
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UK TV Video-on-Demand
UK broadband network operators have begun full-scale deployment of video-on-demand (VOD) services. NTL/Telewest have almost completed the upgrade of their networks to enable homes in their footprint for VOD, hoping to achieve similar success as the US cablecos in the past five years. In 2006, BT is to launch its hybrid Freeview/VOD device to BT broadband customers and VOD will also be a part of the IPTV offers from Bulldog and Wanadoo UK. Is this enthusiasm for VOD in the UK warranted? |
Media |
December 2005 Access this report
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UK TV Trends
Our presentation UK TV Trends January 2006 [2006-01]* provides our most up-to-date views on three subjects: |
Media |
January 2006 Access this report
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UK TV NAR bouncing back
After falling 16% across 2008 and 2009, UK TV NAR (net advertising revenue) looks like it will grow 10% year on year in 2010, amidst continued lack of visibility over the UK’s post election economic outlook
Ofcom’s consultation on the rules governing advertising proposes to scrap the withholding of advertising rule that applies to commercial analogue PSB channels, along with the conditional selling rule that applies to all broadcasters – neither action will have any short term material effect |
Media, TV |
April 2010 Access this report
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UK TV Anytime and the flexilinear future
This report sets out our thinking on the audience growth potential in the UK during the next decade of video on demand (VOD) programming that viewers can call up via interactive return pathways. VOD may be delivered by cable TV transmission networks directly to the TV set or by wireline broadband IP (Internet Protocol) networks directly to the PC and to the TV in homes equipped with the necessary receiving equipment |
Media, TV, Internet |
December 2009 Access this report
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UK TV and display advertising outlook
The enclosed presentation updates our latest UK TV and display media advertising figures to reflect the dramatic downgrading of the state of the UK economy in recent weeks and days, ending talk of a shallow and short recession. |
Media, TV |
November 2008 Access this report
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UK TV advertising outlook 2010
December 2009 showed exceptional year-on-year growth of around 10% in TV NAR (Net Advertising Revenue), causing the year to end down -11%/12% according to market estimates, which as recently as August were contemplating a decline of -15% or below
The December spike reflects various causes, including robust retail conditions in the last days of reduced VAT at 15%, strong likelihood of marketers releasing budgets held back earlier in the year due to uncertainties over the economy and record-breaking audiences for The X Factor |
Media, TV |
January 2010 Access this report
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UK TV Advertising and PSB survival
The consultation period for the second phase of Ofcom’s Second Public Service Broadcasting Review closes on 4th December 2008. The central issue before Ofcom is that the current PSB model is broken, lacking the flexibility to “adapt to audiences’ evolving needs”. The primary concern lies with the commercial sector, which is under increasing strain to deliver its PSB commitments due to structural changes in the television medium that have been compounded by the present economic crisis. |
Media, TV |
November 2008 Access this report
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