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Jamie said GB News had succeeded in winning over a dedicated audience even if viewing numbers were below what the channel might have hoped for.
“It is becoming clear that fewer and fewer are experimenting with the channel, but it is finding a core audience.There was always going to be a launch pop and then a decline."
Claire said it felt like a “renaissance [in media] that is just getting going."
“There’s an awful lot of liquidity in the US market in particular, and huge amounts of consolidation there. It’s basically incredibly cheap debt."
With the O2/Virgin Media merger now approved, VodafoneZiggo in the Netherlands may hold clues to their likely approach to the market although their starting point is not quite the same and some lessons may have been learned.
We remain sceptical of the merits of discount-led convergence strategies. The pandemic, however, has eased the route to cross-selling and strengthened the case for convergent technologies.
Virgin Media’s network strategy will be key with significant risks from wholesaling their cable network and from expanding their footprint.
Julian said "With the increasing fragmentation of viewing across different platforms, ITV remains one of the few places advertisers can go to reach mass audiences simultaneously, which is why it commands such a premium for its airtime during a big event such as an England football game.”
Openreach's new FTTP discount plan is focused purely on higher speed price discounts in return for accelerated adoption, with no further elements to disadvantage altnet new entrants.
The price discounts are, however, very aggressive and get more so over time, and allow Openreach CPs to undercut Virgin Media and retail altnets on gigabit pricing while still making strong margins.
The extra discounts do limit an upside for Openreach, but they should also stimulate FTTP take-up, promote market share gain from Virgin Media and altnets, and discourage further competitive build.
Jamie said "News programmes are subject to more stringent rules than other genres, making it harder to monetise."They therefore deliver fewer commercial impacts than would be expected for their share of commercial viewing."
He added "Revenues are further impacted because advertisers are, by and large, unlikely to request to advertise specifically around news programming, while others would actively avoid it."
