Cord-cutting has become a major headache for US pay-TV operators in the last three years, while cable network channels face further erosion due to cord-shaving and we now see a rapidly growing population of cord-nevering households that have never taken a pay-TV subscription  

Should we expect it to be only a matter of time for the UK to follow the US? The short answer is no, due to major differences in the pay-TV market infrastructures of the two countries, which leave the UK much less exposed

However, downward pressures from the online space do exist in both countries, while the big cord-cutting-shaving-nevering threat we now see in the UK has most of all to do with the chill Brexit winds on the economy

Video content is crudely defined. If something is not very short (<10 minutes) then it tends to be considered long-form. But there is a middle ground - one which displays a distinctive combination of characteristics in terms of production, broadcasting and viewing

Mid-form video (between 10 and 20 minutes) has the ability to carry the narrative arcs normally associated with long-form programming, whilst also retaining the snackable and shareable attributes of short-form

The footprint of mid-form is, so far, small. However, it is growing, as its unique qualities, such as excellent ad completion, become more readily recognised

Both the commercial and BBC radio sectors generally seem to be in good shape, with radio listening also appearing robust. However, this masks a steep decline among younger adults that shows no sign of slowing down


With radio content available at the swipe of a finger, the linear schedule becomes less relevant, and the challenge broadcasters face is to create online hooks for the broadcast output


News Corp’s acquisition of TalkSPORT will open up new business opportunities as well as consumer engagement across The Sun and TalkSPORT and may prove an important milestone for the Sun brand

Google’s recent product updates and developer conference announcements aim for as many users on as many platforms and devices as possible – a return to strategic form


The company has a dual approach: using Android as a mobile trend-setter while also devising new ways for users and developers on other platforms to use Google services


The reach provided by these initiatives will help Google’s machine learning algorithms to better understand and predict user intent – the cornerstone of the company’s ad business

Adverse market trends are finally touching the iPhone, the mainstay of Apple’s business, which looks healthy in the short term but is facing substantial threats further out

In response, Apple has changed its iPhone pricing, is warming up to developers and seeks to address long-standing problems with its first-party service offerings

While some of the holes in Apple’s service suite are now being patched, the company is still playing catch-up to rivals Google and Amazon in areas like smart assistants, maps and the connected home

Online growth has opened up a new window of opportunity for production companies in short and mid form “online-first” content, with the last few years seeing a steady increase in the number of production companies entering this space 

So far, persistently low broadcaster online-first budgets and poor financial returns from video distributed online has held back growth of mid and short form video. Instead, the main growth in recent times has come from “brand” commissions 

Yet whatever the type of commission and its financial value, short and mid form commissions are eagerly sought after, whether as a potentially lucrative income stream, especially in the case of branded content, or as a calling card for long-form commissions from broadcasters and OTT players such as Netflix and Amazon

The DCMS has published the government’s response to its consultation on the balance of payments between television platforms and public service broadcasters, the so-called issue of retransmission fees

One sure outcome is that Section 73 of the Copyright, Designs and Patent Act (CPDA) 1988, which has hitherto protected cable operators (i.e. Virgin Media) from having to pay retransmission fees, is outmoded and will go

But, we now have a disconnect. The government has stated unequivocally that it expects the continuation of no net carriage payments between the licensed PSBs and the platform operators and may consider legislative changes to ensure this. And yet ITV sees the government response as a welcome first step towards their introduction

TV viewing has one reliable, long term trend: programme genres are watched by consumers at predictable life stages and ages

At a high level, there has been little manipulation of the balance of genres being broadcast. But amongst the sub-genres, editorial optimisation has resulted in an uptick in actual viewing

As the core viewing age of linear television rises, there is an opportunity for broadcasters to leverage this to create the most desirable schedule for their available audience by daypart; with genres that transcend demographics when younger viewers tune in

The decline in print display advertising in national newspapers accelerated to -16% in 2015, while growth in digital advertising is slowing, and will be unable to offset revenue decline for the foreseeable future.

We believe this decline is structural and irreversible, continuing at a sharper pace than before despite the recovery in the UK economy in 2013-2015, and very different from the cyclical decline of 2009.

Publishers must convince brands and agencies that in the mobile era their superior content environments have added value. If scale newsrooms are to survive, costs must be reduced through collaboration and outsourcing.

  • The Commission proposes to require VOD services to implement a 20% share of EU works in catalogues, which Netflix already largely meets
  • More impactful is the EU’s proposal for OTT SVOD services to provide access to the home service when subscribers travel in the EU, benefitting the UK’s 14 million subscribers
  • TV broadcasters, which observe a 50% EU works threshold in their linear programming served on TV platforms and online players, will be able to opt-in to portability