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
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Fibre in France
20 July 2010France 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
The Setanta Question
20 July 2010Setanta 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
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
Sky ITV Appeal?
20 July 2010This 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
French football rights auction outcome
20 July 2010France’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
Yell shortfall shines spotlight on local advertising
20 July 2010Yell 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
ITV FY 2007 results: turnaround in a fog
20 July 2010Disappointing 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
Web TV: much hoopla, little moola
20 July 2010Early 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