Wireless - Current Ideas and Issues
We see European handset shipments down from 140-150 million in 2000 to 100 million in each of the next two years.
Recent reports
Netflix Q3 2021: Success brings new responsibilities
20 October 2021Netflix has moved into the third stage of its COVID narrative, with growth back and residual benefits from lockdown banked
Squid Game proves that the Netflix UI can set the zeitgeist but with that power comes sobering responsibilities, such as increased regulatory obligations and an understanding that internal issues have the potential to become very public problems
With subscriber growth no longer the most effective story to emphasise in maturing markets, it appears that a shift in narrative from subscriber adds to engagement has begun
Regions driving the UK's recovery: Clarity on mobility
20 October 2021Our UK-wide analysis of Google data on travel to work and to other destinations, at the granular level of Local Authority Areas, reveals the early return to pre-pandemic levels of mobility in smaller urban and rural areas, driving the UK’s economic recovery to date, while travel within cities remains depressed 18 months into the pandemic
On weekdays, work-from-home (WFH) for office workers is a core driver of reduced mobility in London and other cities reliant on public transport, recovering on weekends, but mainly to local destinations. Outside cities, the car is used for transportation, explaining the faster recovery of mobility there
Disposable income inequalities have widened between office workers that saved due to WFH and essential workers and those in B2C activities in cities have not had the privilege of WFH. The quicker return to offices in smaller urban and rural areas has restored pre-pandemic expenditure patterns
Apple's privacy push: Publisher ad revenue in trouble
14 October 2021Apple’s latest software update continues its drive to limit the data that can be collected about iPhone users as they browse the internet. Prior changes have had an effect on ad prices for publishers, and on advertiser results
The new changes target cornerstones of profiling and targeting: IP and email addresses. The impact will be gradual, but could be profound if takeup is high
The lesson for publishers is that no technical implementation of targeted advertising is safe. Layering third-party data on top of anonymous audiences is not a future-proof business model