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An article on the health of ITV quoted Toby Syfret. Both ITV and the BBC have profited in recent years from the global demand for high-quality English language content.
“We see no let-up as to the possibilities of content opportunities,” he said. “There will be a continued need in developed markets but sales can also improve in developing markets like Brazil and India.”
Following a return to broadband subscriber growth last quarter, TalkTalk has now returned to overall revenue growth for the first time since acquiring Tiscali in 2009
Pay TV net adds nearly doubled to 150k; the associated SACs weighed on EBITDA, but TV did support the upper tier ‘Plus’ base returning to solid growth
TTG’s outlook is positive, save for uncertainties over regulation, and the unpredictable impact of BT Sport on broadband market shares
This comprehensive, 52 slide report provides detailed analysis of the UK print consumer magazine sector in terms of circulation and consumer and advertiser expenditure
Circulation decline has drifted from important, but non-core, male and teen readers, to young, lower and middle income, female readers, with UK paid circulation decline accelerating, down 9% year-on-year in 2012 compared to 6% in 2011
We discuss the impact of mobile devices, the merits of publisher’s discounting and cover price strategies, the continuing success of free magazines, the importance of 'category killer' digital services such as Mail Online and the challenging relationship between publishers and retailers. This report also provides a description and analysis of the IPC Media print magazine portfolio
BT has thrown down the gauntlet to Sky, as it has launched a premium sports offering that will be free to all BT broadband customers upon its launch on 1 August 2013 The product being ‘free’ makes it a potentially effective defence of BT’s broadband base, with the possibility for win-back as well, but this also raises the direct operating losses that have to be set against these benefits The main damage to Sky comes from elevated rights costs, with there being a risk of further inflation in three years as another major round of renewals comes up
BT’s underlying revenue growth improved from -3% last quarter to around zero at both the Retail and Group level, its best performance for years, with high speed broadband helping to stabilise ARPU
BT Sport is positioned well as a defensive/win-back product against broadband losses to Sky, but BT’s ability to win triple play subscriptions off Sky is still hampered by lack of content, and the cost appears disproportionate to its aims
Fibre adoption continued to accelerate, with some important upcoming regulatory decisions the only potential barrier to fibre giving BT a very strong boost over the next few years
Facebook’s audience and engagement continue to rise as a result of the migration to mobile devices – on its current trajectory more people will access the social network via mobile devices than PCs by the end of 2014
The transition to mobile is cannibalising desktop time on Facebook but significantly higher usage on mobile devices and rising mobile ad yield is driving growth in overall consumption and revenue
Whilst CEO Mark Zuckerberg’s claim that “Facebook is now a mobile company” is increasingly justified, longer term questions remain over whether it can maintain its central position on the mobile internet or develop significant new streams of revenue
Q3 2013 results show a sound financial performance and strong growth in home communications, offset by low DTH net additions under a testing economic climate With a heavy emphasis on its own product initiatives in the broader connected screen and on demand space, the results release also shows Sky to be preparing for increasing competition from BT Vision and others in the IPTV space Although the rising competition promises extra programme and marketing costs and constraints on future product price increases, we expect limited impact on subscriber numbers, but also significant opportunities for incremental revenues
The completion of digital switchover has left an equilibrium between the digital satellite, cable and terrestrial platforms that is not expected to alter significantly by 2020
The main anticipated change over the forecast period is pay-TV subscription take-up where the 50/50 split between pay and free TV households is expected to rise steadily to 60/40, or even 67/33 if we include more individually-, as opposed to household-, based OTT online services such as Netflix, LoveFilm or Sky’s NOW TV
Most of the pay-TV subscription growth will occur at the lower end of the price range among BT Vision and TalkTalk customers, where the popularity and success of YouView will be critical in driving subscriber growth as TiVo has been and will be to Virgin Media holding its ground
An Enders Analysis report, Facebook Home and mobile [2013-034], was quoted in an article discussing the challenge for mobile operators created by the rise of free chat apps.
Users are increasingly replacing paid for SMS messages and voice calls with free services. "As an operator would see it, arbitraging between the price charged for data and that charged for SMS or voice, or indeed using Wi-Fi," the report said. "This is especially an issue in prepay and emerging markets, which tend not to have existing big SMS and data bundles."