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Karen said e&’s stake amounted to “another shareholder to add to the pressure on Read . . . at a crucial time for him."
“A company like that doesn’t take a sizeable minority position unless they think they can have a lot of influence and I don’t think that they would buy a company like Vodafone unless they thought that momentum was about to change quite considerably."
Rising online ad prices mean customer acquisition costs have spiked for D2C businesses, which already had a higher marketing spend base than offline equivalents.
At the same time, the data used to target and measure online advertising—the key channel to find and convert customers—is being eroded.
There will be consolidation in the crowded D2C landscape, providing scale benefits. Sellers will also have to refocus their marketing attention on increasing customer lifetime value.
Julian said It does not sound like prices for consumers will increase as a direct result of this deal, at least not initially. BT has said that customers who get BT Sport directly from BT will receive Discovery+ as part of their existing subscriptions."
"Of course, the combined entity will remain a major rival to Sky, but they are also important partners to each other, and that will ensure too. In February, BT announced that its cross-wholesale TV content deal with Sky will 'in principle" be extended beyond 2030. "This signals that a return to aggressive bidding on premium sports rights is very unlikely, meaning there is less likelihood of higher programming costs needing to be passed onto consumers."
Francois said "They don't seem to have made many errors so far. We have seen them buying a little package, then buying a bigger package, careful to not feed price inflation for rights in Europe."
ITV met advertising expectations in Q1, matching the forecast 16% YoY increase in total ad revenue (TAR) (£468 million), while Studios (+23%, £458 million) bolted well above pre-pandemic levels. We assume, however, that Q1 was blessed in terms of the timing of programme deliveries
The amalgamation of ITV's three domestic digital services, ITVX, is on track to launch in Q4, with a bulked-up library, clearer strategy, and new features: perhaps arriving right on time to take on Netflix's ad-supported tier
The proposed Media Bill includes a couple of potential benefits for ITV, such as expanded prominence on connected devices and major online platforms, including on smart TVs, set-top boxes and streaming sticks, along with the possibility of a remit more aligned with the modern media landscape—however details around execution are currently lacking
This report is free to access.
The Glasgow Climate Pact agreed at COP26 sets out national pledges to achieve net zero and contain global warming to 1.8°C above its pre-industrial levels— COP27 will buttress pledges, now at risk from the energy crisis, and advance some nations to 2030.
The TMT sector is a leader on net zero in the private sector. Companies that measure their end-to-end carbon footprint throughout their supply chain—as many do in the UK’s TMT sector—can target their GHG emissions.
The TMT sector underpins the UK’s vibrant digital economy that enables hybrid work-from-home (WFH), which reduces fossil fuel use thus heading off both the energy crisis and the climate crisis.
Gareth said “If it is not No. 1, it’s certainly in the top three game franchises of all time, and the reason for that is there are so many releases. Every year they change the number on the box, put a new player on the front and it’s pretty much the same under the hood.”
The EU’s GDPR enforcers have ruled that IAB Europe’s framework for collecting user consent, a standard used by about 80% of sites on the continent, is in violation of the regulations
This is one of the clearest signs yet that regulation is starting to catch up with Apple and Google’s privacy push, as support for cookies and mobile ad IDs is due to end over the next few years
Publishers must prepare now by treating privacy as a core part of user experience and adopting a reader-first revenue model that also supports advertising in a trusted environment
Niamh said “The camera company designation could be seen as a bit of a gimmick really, but it is a way of signalling to users and advertisers that they are trying to do something a little bit more creative with augmented reality."