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It outlines the significant strengths and innovations of local journalism against the backdrop of a critical next five years as the industry undergoes digital transformation.
Traditional local media are seen by an impressive 40 million people a month, a popularity we normally associate with tech platforms, albeit consumer spend, time spent and advertising yield are low, but growing
Encouraging market innovations are sending a strong signal and building industry confidence. New foundations for consumer relevance and growth are being meticulously crafted
A sustainable future will require publisher collaboration and a support framework from government, technology gatekeepers, investors and the public itself to accelerate momentum—with a prize not just for financial stakeholders but for citizens and the functioning of democracy
BT got its financial year off to a strong start in Q1, with Group revenue and EBITDA growth of 4%/5% both well on track to hit guidance of merely 'growth'.
Price rises across broadband, mobile and Openreach all landed well, driving strong ARPU growth of 5%/9%/10% respectively, but subscriber growth was likely weak, mainly reflecting a tough environment.
Growth is set to wane across the year as consumer price rise boosts start to re-contract out, leaving Openreach as the main growth driver for as long as the economic environment remains challenging.
ITV’s external revenues saw only a small decline in H1 (-2%), a product of the Studios business’ solid growth (+8%, £1.0 billion) offsetting a very tough period for television advertising, which saw an 11% YoY decline.
Despite the appearance of a contracting market, ITV remains very confident in the continued organic growth of Studios, while the ad market looks to be improving although the full year will be down.
ITVX is growing both in total viewing and the length of viewing session, an outcome of improving the experience and content offering. However, broadcast viewing of ITVX exclusives is lower than might be expected, indicating that cannibalised linear viewing is more of a driver of ITVX growth than ITV seems to suggest.
Karen Egan, senior telecoms analyst at Enders the research service, said she was a “continuity candidate”, a priority for BT at a time when the company is going through seismic changes. Previous candidates have been external.
“The rationale for foldable phones is clear,” agreed Joseph Teasdale, head of tech at Enders Analysis. “Who wouldn’t want an iPad-quality screen in an iPhone-sized package?”
However, foldable devices currently come with compromises.
“They’re expensive, the screens crease, the hinge is a point of failure, and they have to incorporate multiple displays rather than concentrating on making one display as good as possible at the price,” Teasdale told City A.M..
He estimated it may take around two more years to develop a foldable that doesn’t feel like an expensive prototype.
Kirkby beat Marc Allera, the head of BT’s consumer division, who was tipped as the leading internal candidate, to the top job. But despite being drafted in from Sweden’s Telia, which she has run for the past four years, Kirkby is “very much a continuity candidate”, according to James Barford, an analyst at Enders Analysis.
Kirkby’s job is “all about execution”, said Barford. The 56-year-old Scot is well acquainted with the sector and the need for big changes to combat its multiple challenges.
Karen Egan at Enders Analysis said Kirkby would be ‘more of a continuity candidate’ which ‘made sense as BT is mainly trying to stay the course.’
Analysts at Enders, the media consultancy, said illegal subscription “IPTV” services delivered to TV sets through a dedicated app were in effect being enabled by major internet companies — including search engines, mobile stores and social media platforms — by allowing the discovery of, and access to, pirated content.