Kangaroo, the BBC/ITV/Channel 4 VOD project, looks unlikely to see the light of day any time soon, based on the Competition Commission’s (CC) provisional findings announced on 3rd December

 

 

 

The consultation period for the second phase of Ofcom’s Second Public Service Broadcasting Review closes on 4th December 2008. The central issue before Ofcom is that the current PSB model is broken, lacking the flexibility to “adapt to audiences’ evolving needs”. The primary concern lies with the commercial sector, which is under increasing strain to deliver its PSB commitments due to structural changes in the television medium that have been compounded by the present economic crisis. This presentation sets out our views about the role of structural changes in restraining TV net advertising revenues (NAR) growth in recent years along with our latest TV forecasts to 2013. Whilst some of the current downward pressures on TV NAR may be expected to ease, a new structural change that threatens the commercial PSB sector is the growing chasm between BBC investment in its PSB services and the advertising revenues of ITV, Channel 4 and Five

 

 

 

This report examines the role of local commercial media in supplying the information needs of the UK’s many communities, in the context of the BBC’s ‘Local Video’ plans to add video to its local online services. Unlike the BBC services, which are publicly funded, regional and local commercial media must cover their costs from revenue earned from circulation and advertising. On top of the structural shift to the internet of media consumption and advertising, their business models are severely stressed by the ongoing recession, which will only widen the gap between the BBC’s revenues and that of commercial media. The BBC Trust’s decision on the local video plans will be a game-changer for local commercial media in the UK

Just three players now account for most French broadband connections: Orange’s DSL market share is closing on 50%, Iliad’s rose to 25% from consolidation with Alice, while SFR’s dropped to 23.7%, with Neuf’s rebrand imminent. Cable remains a minimal presence on broadband

Iliad is to recover the No. 2 spot on the French broadband market, behind France Télécom’s Orange, after acquiring Alice, ending Telecom Italia’s ill fated five-year French venture

The privatisation of the BBC’s two national music radio networks – Radio One and Radio Two – is in the news again and is being proposed by certain commentators as a potential solution to the current problems facing the UK commercial radio industry. This report argues that, far from being a solution, unleashing these two highly successful BBC stations on the commercial sector will imperil the existence of many stations. This would dramatically increase the volume of advertising time available, at a time of glut, and draw advertising spend away from many stations

The BBC-ITV Freesat venture, launched on 6th May, is the public service response to Sky’s free satellite service. Once fully up and running in 2009, Freesat aims to match Sky with 200 digital TV channels in standard definition (SD), and surpass Sky with extra channels in High Definition (HD), plus the facility to offer iPlayer and Kangaroo

Iliad will be challenged to meet its target of a steady EBITDA margin of 36% in 2008 despite further cuts in mobile termination charges due to the continued drift of the subscriber mix to higher cost (for Iliad) full telephony packages. Some benefit to cash flow could result from reduced charges for one-off LLU services to be mandated by regulator ARCEP