Francois said As part of their deal, HBO and Sky also co-produce shows together like “Chernobyl” and “Catherine the Great.” Even after the current agreement expires, they may want to continue that partnership.
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Three lockdowns since March 2020 greatly reduced mobility in Greater London, an area with high reliance on public transport. Risk aversion even reduced mobility in cities like Seoul and Auckland that effectively contained the virus.
The concentration of air pollutants in the Greater London area dropped 50% below the 2019 baseline level in March 2020, remaining below baseline for much of the period since, despite increasing road vehicle traffic. The biggest rises in air quality occurred in wealthier boroughs like Richmond, a glaring inequality.
Another stark inequality of the pandemic is the much higher share of residents of wealthier boroughs than poorer ones able to stay at home, also saving more precious time by reduced trips to the workplace. These benefits are much less available to low-income, and disproportionately BAME, residents of London, often essential workers.
Joseph Evans was quoted in Campaign on "Facebook faces joint UK and European Commission competition probe"
7 June 2021Joseph said “Facebook Marketplace and Dating are not huge commercial products, they aren't strategically central to Facebook, and they operate in competitive markets.However, there's a sense at competition authorities that they dropped the ball on things like Facebook's acquisition of Instagram, because they underestimated how complex and fast changing online markets are. Even if these investigations don't come to anything, they reflect a new determination not to let any potential abuse go unexamined.”
James Barford was mentioned in the Financial Times on "How the UK fibre frenzy leaves BT playing defence"
4 June 2021There is doubtless an element of wishful thinking in some business plans, and a round of consolidation to come. James Barford at Enders Analysis argues that often they are based on the assumption that BT’s Openreach will not roll out in the same areas.
The last lockdown caused service revenues to dip again to -7% in spite of some easing of roaming pressure and the annualisation of some early pandemic weakness.
The heralded, elevated in-contract price rises will fail to drive higher growth this year due to lower inflation—we estimate zero impact at BT/EE relative to 2020 and a reduction in revenue momentum of around 0.5ppts for each of the other operators.
The annualisation of the first lockdown is the most meaningful upside from here with a boost of around 5-7ppts possible. However, some pandemic upsides will also unwind, notably lower churn and enhanced B2B demand with the latter vulnerable to the end of furlough support and the economy.
Jamie McGowan Stuart was quoted in The Telegraph on "Why GB News will be the biggest threat yet to Sky News"
1 June 2021Jamie said “Conceptually they’re quite different – one is rolling news coverage across the day, the other opinion-led discussion with more emphasis on prime time – so the two aren’t in direct competition. But they do sit very close to one another in the EPG, within the same genre, and will compete for a declining quantity of overall broadcast viewing.”
Claire Enders was quoted in The Times on "Channel 4 facing sale as Treasury seeks to cash in"
1 June 2021Claire said “This is absolutely the right time to be considering a sale. A deal fever has descended on the media sector and barely a day goes by without a mega merger.”
She added “It’s hard to imagine Channel 4 ever being as remotely as valuable [as] the benefits it provides. It churns out millionaires and production companies that go on to work for Netflix, Disney and Amazon Prime."
Market revenue growth improved to -1.4% in Q1 2021, a partial recovery being better than at any point in 2020, but still worse than at any point in 2019.
Next quarter the sports channel suspensions will lap out, driving strong (but temporary) year-on-year growth.
Longer-term revenue growth recovery will need backbook pricing pressure relief, which will start in Q2, and demand for ultrafast broadband.
Julian said “At the end of the day, you are talking about removing two fixtures between two of the best four teams in the competition."