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Alice said “The reality is that it is beneficial for people to set up a charity with top heavy management structures, even if by doing so is not directly helping to address the problem it is trying to solve in society."
She added “The Charity Commission is more reactive than it is proactive. The Commission isn’t investigating issues, but waits for them to be flagged when there is a specific complaint.”
Amazon has capitalised on the pandemic’s boost to ecommerce, reporting 67% global revenue growth from 2019 to 2021. While Shopify’s impressive trebling of B2B revenues was from a lower base, at 44% of Amazon’s Marketplace it is closing the (still huge) gap
Shopify appeals to brands around the world, leveraging the open internet to establish a direct-to-consumer (D2C) business, undermining Amazon’s position as the B2B ecommerce one-stop-shop in 17 markets
Shopify is not a direct platform competitor to Amazon, which boasts a captive audience of Prime members and fulfilment. Shopify’s expansion to fulfilment in North America is the first threat to Amazon’s grip
Karen said “If they are to have any chance of surviving as a standalone mobile network operator in the UK then they need to stop the downward spiral of poor network perception, fewer customers, lower returns [and] lower investment.”
Three’s capital expenditure was just half that of its peers for the years leading up to 2020, Egan added, and even though it doubled its spending subsequently, it has not been able to catch up with the likes of Vodafone, O2 and EE.
Market revenue growth accelerated to just under 2% in Q4, with broadband growth holding up despite the ending of most pandemic restrictions.
Backbook pricing pressure should continue to retreat in 2022, and ultrafast speed premia should also bolster ARPU as FTTP roll-outs accelerate.
The price increases due in April will further support growth, with BT in particular to benefit, and all will have to be wary of customer backlash.
Tom said “The problem soaps have is that MPs and journalists look down on them, but the audience still loves them. Around 80 per cent of soap viewing is live, while for most drama that’s below 50 per cent. Soap storylines boost mainstream broadcasters’ PSB [public-service broadcasting] credentials. They can run a domestic-violence plot line – that’s usually the only broadsheet press they get – and put it in a naturalistic setting. If the BBC is about reaching as many people as possible to inform, educate and entertain, then EastEnders is a very cheap way to do that.”
Tom said "Whats-on-Netflix.com is interesting in that it straddles fandom and analytics. There are features of Kasey's website that would never be in Netflix's interest to give too much prominence to: the volume and destination of content leaving its service, breakdowns of ownership of third-party content, and any negative news around programming. It is only through the keenness and obsessiveness of an outsider that this content will ever be aggregated."
VMO2 finished 2021 with muted revenue and EBITDA growth, but stronger subscriber progress, with underlying ARPUs a touch weak but not totally out-of-line with industry trends.
The company has a (justifiably) high level of confidence that this can be turned around in 2022, with a significant boost from price rises, the waning of some temporary effects and backed up by solid subscriber dynamics.
Expecting to not be impacted at all by Openreach’s FTTP roll-out into its current and prospective footprint would however be too confident, and for this reason we remain sceptical of VMO2’s accelerated roll-out ambitions.
Gill said “Younger adults, especially the under-24s, are listening to much less radio overall than previously, and the sector will find it difficult to draw these people in as they get older. Hence their investments in podcasts and streaming services.”
Gill said "RT's licence is held by a company, which is state-funded. It is ok under the Broadcasting Act for state-funded organisations to own broadcasting licences. What is not ok, is when it is a political party.
"CGTN had its licence revoked because it was found to be held by the wrong firm. The company that was holding it didn't have any editorial control, but the company that did was funded by the Chinese Communist Party. If Russia is state-owned, but isn't funded by any political party, then there is nothing Ofcom can do about that."