Financial Times
31 July 2013James Barford was asked by the FT to give his opinion on competition between Sky and BT over Sports TV. The interview begins at 02:32 into the programme.
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BT Q1 2013/14 results: Performance and prospects strong, BT Sport mainly defensive so far
31 July 2013BT’s underlying revenue growth of -1% in the June quarter was a slight dip from the March quarter, but remains very impressive compared to historic trends and international peers
BT Sport gained over 500k sign-ups, a pretty respectable figure in context, but so far it is looking mostly defensive, with any impact on broadband trends in the quarter indiscernible
Regulated cuts to copper pricing look like they will drop out completely from 2014/15, and BT’s DSL competitors are starting to push fibre more aggressively, both of which will give BT a very solid boost from 2014
BBC Radio 4: Today programme
26 July 2013Claire Enders appeared on the Today programme to discuss how BT is attempting to compete with BSkyB by boosting its TV sports offering. The interview begins at 1:16:23 into the programme.
The Sunday Times
22 July 2013Toby Syfret was quoted in an article discussing how ITV is managing to compete with internet companies that are streaming and producing online content. Whilst internet companies are skilled at selling ads relying on a customer’s browser history free TV stations can reach millions of consumers in one go. “ITV1 retains the ability to charge more for advertising, largely because it delivers the programmes with the largest audiences on commercial TV".
The Financial Times
22 July 2013Benedict Evans was quoted in an article discussing how Apple has acquired travel app HopStop and location-and-data startup Locationary to solve deficiencies in Apple Maps. Benedict tweeted that “It is surprising how little Apple Maps have improved” after news of the deals were released.
Vodafone Q1 2013/14 results: Uneven bounce
22 July 2013Vodafone Europe’s reported organic service revenue growth improved in the June quarter for the first time in over a year, albeit to the still-somewhat-unimpressive figure of -7.2%
This was however helped by slightly improving MTR cuts and the previous quarter being hit by the leap year effect; on an underlying basis growth declined again
Contract net adds continue to be weak, ARPU continues to suffer from the dilutive Vodafone Red tariffs, and the company continues to invest heavily in fixed line and lightly in mobile, the wrong way around in our view
Japan's recorded music still one of a kind
19 July 2013Recorded music retail sales in Japan were flat in 2012 at $5.8 billion on the unexpected bounceback of CD sales, amidst the ongoing collapse of mobile music sales
Smartphone adoption is driving up internet track sales, which topped mobile track sales in 2012, but the internet’s price discount to mobile is squeezing track revenues
Japan will be dynamic in 2013 and beyond for ‘access’ subscription services, newly launched by Sony, J-pop label-backed RecoChoku, and carriers
BBC Radio 4: The Media Show
11 July 2013Claire Enders appeared on The Media Show to discuss how the drive towards regime change at the BBC may have contributed to overly large executive pay offs. The interview begins at 09:05 into the programme.
Google + Android and mobile
9 July 2013By the end of 2013 there will be more iOS and Android devices in use than PCs. Google is using Plus and Android to reposition itself to take advantage of this, extending its reach and capturing far more behavioural data
We believe a helpful way to look at Google is as a vast machine learning project: mobile will feed the machine with far more data, making the barriers to entry in search and adjacent fields even higher
For Google, Apple’s iOS is primarily another place to get reach: we see limited existential conflict between the two. However, mobile use models remain in flux, with apps and mobile social challenging Google’s grip on data collection