On 27th July the BBC will open access to the iPlayer to UK internet users, en route to a hard launch later this summer. This PC-based application allows the user to download BBC TV content after broadcast to view on the PC for a limited time, and provides a TV-like display on the PC. Delays to the launch will mean the iPlayer enters a field already crowded by other broadcasters, including Channel 4's 4oD service, ITV's broadband portal, Sky Anytime, as well as content aggregators such as Joost and Babelgum (both currently in beta)

iPod revenue (quarterly, year-on-year) declined for the first time. Even though unit sales were up 24% year-on-year, the average iPod price was down 20%. Apple group revenue growth is increasingly dependent on Mac sales and new product launches, like Apple TV (March 2007) and the iPhone (in June 2007)

UK broadband market growth fell to 3.2 million net additions in 2006 from 3.8 million in 2005. With 47% of UK households already on broadband, new entrant unbundlers (BSkyB and Carphone Warehouse) are racing against the clock of a maturing market to sign up customers

Yell UK is the dominant supplier of Classified Advertising Directory Services (CDAS) in the UK. Its principal competitor is BT but, as a natural monopoly, it is regulated, and has just undergone a sector review lifting the price caps currently in place. What does the future now hold for Yell, and more generally for CDAS, which has been the only growth sector in print classified advertising since 2004?

iPod volumes hit a record 21.1 million units sold in the key Christmas quarter, but year-over-year quarterly revenue growth declined again to 18% (from 29%) due to lower prices for all iPods and consumers’ drift to low priced flash memory based players (iPod Shuffle). Apple’s push on the iPhone limits the iPod’s future development and hence this segment’s future revenue growth