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Rigorous Fearless Independent

Francois said “It sounds healthy to me because if you award the contract competitively you have a better chance of getting value for money. I think the prospects are very bullish. It’s the best football competition in the world. The European public doesn’t seem about to change its faith. So if I were a private investor I would think it’s a very good asset.”

He added “Is it going to double in value in the next 10 years? No. Because this competition is very dependent on the competitiveness of broadcasting markets,” Godard added. 

“In the past 10 years it went up but one specific thing stimulated the market, the entrance of BT. And that had an impact on the rest of the continent. We have no sign that this is about to be repeated.”

Apple’s latest software update continues its drive to limit the data that can be collected about iPhone users as they browse the internet. Prior changes have had an effect on ad prices for publishers, and on advertiser results

The new changes target cornerstones of profiling and targeting: IP and email addresses. The impact will be gradual, but could be profound if takeup is high

The lesson for publishers is that no technical implementation of targeted advertising is safe. Layering third-party data on top of anonymous audiences is not a future-proof business model

Julian said "Sky is planning a massive marketing campaign for Sky Glass over the next three months, which takes us to Christmas, and Sky will be keen to see this launch succeed, so no doubt it’ll encourage its existing customers to upgrade wherever possible. That said, although this is a huge product launch, Sky doesn’t really need to rush to switch its customers over from satellite."

He added "Given the typical replacement cycle for a TV set is over 5 years (and perhaps up to 8 or 10), if someone has bought a brand new set in the last year or two then it might be a while before they wish to splash out on another. As a result, there are many years left for satellites."

Press reports that Sky is in advanced talks to co-invest in Virgin Media O2’s upgrade of its cable network to full fibre are something of a surprise, with a host of issues for both parties to carefully consider

The muted deal would be somewhat negative for BT (although limited by Sky’s c.15% market share in VMO2 areas and regulatory protections/upsides). It is, however, a stark reminder of the precarious economics of alternative networks such as CityFibre

Whether this makes VMO2 more likely to extend its network further is a more critical issue, certainly for BT