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Karen said Cevian could call for Vodafone to sell down its stake in the phone masts business Vantage Towers.
Egan also speculated that Cevian could seek improvements in the German cable business. “They massively overpaid for it and there’s a question mark over whether they should replace it with fibre — that will be very expensive."
It has been ten years since Netflix launched in the UK, initially riding the growing wave of internet video, but quickly raising viewer expectations of user experience, overall production quality and long-term availability of content—challenging the rest of the industry to keep up
Netflix’s push into original production transitioned streaming from pure catch-up or repositories of old favourites, to a vibrant entertainment option, driving the formation of an SVOD market and providing other content companies with a larger addressable base now familiar with paying for TV
The streamer has deftly navigated the path from insurgent to joining the same establishment that it radically inverted—through considerate industry participation and self-regulation—however further questions will inevitably be asked about the company’s growing influence upon Britain’s cultural fabric
Alongside freezing the licence fee for the next two years, the government made it clear that it believes the fee is no longer the optimal mechanism to fund the BBC, demonstrating a willingness to remove it in 2028
What seems to be the government's preferred replacement, a subscription, is not ideal: there are structural issues that mean it would not be possible to have a service that all could subscribe to without a costly switchover
Furthermore, a subscription would undermine a number of tenets of public service broadcasting, most notably universality, breadth of programming and representing the diversity of Britain—naturally a subscription service would pivot to commercially efficient content that targets its subscribers and those most likely to subscribe
Niamh said “In a lot of cases we don’t really know what kind of content is actually harmful, how harmful it is, or how widespread it is."
Trying to legislate before we understand this is likely a fruitless task. Part of the problem is the labyrinthine workings of tech giants like Meta or Twitter to be able to “fight” against its safety issues.
Alice said “It’s positive when traditional media companies are willing to experiment. The brands that experiment are often the ones that find new ways to engage with their audience.”
H3G’s change of tack over the past couple of years appears to be paying off in terms of customer momentum, but the revenue impact is more questionable and it has undoubtedly proven expensive.
Renewed network investment and a reinvigorated brand will help it to gain traction in new market segments but, even with strong execution, the scale gap looks unlikely to be bridged in a timescale acceptable to its backers.
Regulatory appetite for consolidation appears to be low, with policymakers prioritising number of players over network quality. It may be time for network quality to move up the policy agenda.
Claire said “This will result in savings on series but not on the essential missions of the BBC."
This is a surprising result in view of the existential crisis of the BBC and which should give hope to other public services.
The stakes were indeed high. “But in her public release, Nadine Dorries short-circuited a whole process with the Ministry of Culture and an approval by Parliament."
Although Q4 net additions were on target and on par with past years, Netflix has forecast very low global subscriber growth for Q1 (2.5 million)—this would be the smallest number of additions in that quarter since the company launched a streaming-only plan over a decade ago
New US price rises will once again prove that consumers value the service and its content but, by stealth, SVOD is no longer 'cheap'
January 2022 is a decade since Netflix launched in the UK. The pace of the change in the local sector that it drives and rides is astounding, and while its efforts to embrace industry responsibility are noticeable, more will be continually asked of it