The Gross Margin from Retailing Premium Pay-TV Channels

Service revenue trends confounded expectations to improve slightly in spite of an expected drag from changes to in-contract pricing.

VodafoneThree appears to be rethinking its speed-tiered pricing on both main brands, perhaps signalling clearer differentiation between them.

For the new government, planning law reform could make a real difference to the sector's investment profile, and hence, its growth ambitions.

Broadband market revenue for the ‘big four’ dipped to -2.5% in Q2, thanks to short-term seasonal factors and long-term altnet pressure.

The CMA decision on nexfibre-Netomnia is now not due until December, stalling much-needed further altnet consolidation, although CityFibre is looking to shortcut this with a capital raise.

Openreach has been curtailed by Ofcom in its ability to compete with altnets, but not with VMO2, which could lead to interesting dynamics should the deal go ahead.

Disney saw a 7% YoY uptick in Q3 revenues (to $25.2 billion) and a 21% jump in operating income (to $5.6 billion) with the concern over domestic parks admissions abated, while streaming performance masked the persistent waning of linear: both face continuing advertising headwinds

For now, Josh D’Amaro’s leadership appears necessarily understated, immediately concerning itself with retooling operations. At some point it will have to yield to a growth strategy that must accelerate without drawing political heat

Disney+ UK’s reach remains resilient despite sluggish engagement, suggesting subscribers now prioritise baseline price over the usage-based perks of higher tiers