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iPod revenue (quarterly, year-on-year) declined for the first time. Even though unit sales were up 24% year-on-year, the average iPod price was down 20%. Apple group revenue growth is increasingly dependent on Mac sales and new product launches, like Apple TV (March 2007) and the iPhone (in June 2007)
DMGT’s recent upbeat trading update showed improvements on the hefty declines in advertising of 2005 and 2006. At least part of the lift is thanks to DMGT’s national titles gaining share from other mid market and quality titles, and we are discounting a general print advertising recovery
Mobile advertising has recently been talked up by both mobile operators and media companies, with some analysts estimating that it could be worth more than $11 billion by 2011, or over one third of the current internet advertising market
The internet is the UK’s fastest growing advertising medium, with spend rising 41% to £2.02 billion in 2006, and a further 30% rise expected for 2007. Three drivers underpin this growth: more intense use of the internet as broadband connections become standard, very strong growth in e-commerce, which is driving up paid-for search, and improving yields through rich-media formats. These factors will continue to propel growth of internet ad spend in the near future
Virgin Media’s Q1 top line results were again mixed, with a growing number of customers leaving as competition intensifies, despite the rebrand to Virgin. But it could have been worse; most higher-spending customers are remaining
Revenue growth was weaker but EBITDA growth remained strong and capex fell, sending cash flow growth strongly positive
The three most listened to radio stations in London all belong to the BBC, for the first time since commercial radio started in 1973
Trinity Mirror’s recent optimism about the market for newspaper advertising “stabilising” is questionable, and we expect 2007 to be another year of decline, although less pronounced than in 2006
Warner Music Group reported a mild revenue decline in Q2 FY 2006/07, despite continued steep declines in CD sales in the US and elsewhere, by outperforming other CD suppliers, gaining from rising downloads and ringtone sales, persistent strength in music publishing, as well as favourable currency movements