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UK quarterly internet trends Q1 2015

5 June 2015
Access report

The latest numbers for Q1 2015 show strong device and internet user growth, with more of the population online than ever before, including more than 90% of under-55s. Growth amongst older groups, however, has slowed to a crawl

Participation in online activities is up across the board, but digital media data shows spend on ebooks and digital music struggling, with the latter being heavily impacted by the rise of unlimited streaming models such as Spotify

The story of mobile's surge continues, with almost a half of e-commerce transactions and a third of search and display ad spend now going to mobile. Most of these mobile devices are Android, but iPhone seems to have gained long term share with its larger phones. Google services, however, have cross-platform reach

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Bundesliga auction suspended: DAZN steps up ambitions

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The German football league has suspended its media rights auction after protests by DAZN over the award of the top package.

DAZN surprised the market by aiming to become the Bundesliga’s primary broadcaster.

The situation in Germany reveals the contradictory impulses weighing on leagues at rights auctions.

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AI, press and licensing: Deals for the chosen few

22 April 2024

Big news publishers are pursuing licensing deals with AI companies, chiefly OpenAI. Not all publishers will see a substantial return; while some news may be important for training AI models, not all publisher content will be.

Litigation is a threat point when negotiations stall (see the New York Times), but the copyright status of Large Language Models (LLMs) is uncertain. In the UK, there has been no government intervention (on copyright or otherwise) that could facilitate licensing.

Publishers’ bargaining position is strongest when it comes to up-to-date material that could be important in powering some AI consumer products. They should seek deals to support their journalism, while bearing in mind the risk that new products may get between them and their readers.

Access report

Netflix Q1 2024: Revenues grow as reporting contracts

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Netflix's Q1 revenue was up 15% YoY (to $9.4 billion) bolstered by firm global subscriber growth and the continued momentum of 'paid sharing'. Operating margin is forecast to be 25% across this year (up from 21% in 2023)—approaching the realms of legacy linear media—but transparency will be diluted as the company stops reporting subscribers and ARPU

UK subscriptions and overall engagement are mostly flat; growth by older viewers is masking declines by the young

Even with the strikes driving viewing towards UK content, licensed programming remains a relatively minor factor in Netflix’s library

Access report