News UK and the Mail propose to set up a joint venture, pooling most of the infrastructure and capacity of their printing operations

The proposed JV is subject to competition scrutiny, with two print sites—Thurrock and Dinnington (both DMG Media)—identified for potential closure                          

Opportunities for digital collaboration should be higher up publisher agendas more generally, as the opportunities and threats of the next digital phase evolve

 

Women's football coverage increased in quality during the FIFA Women's World Cup, with greater presence in sports sections and main news sections, despite a mild decline in the overall quantity of women's sport coverage

Press advertising opportunities are beginning to be capitalised on by sponsors and brands, particularly in print, with online lagging. This will need to be addressed to harness ongoing online growth

Editorial continues to play a significant role in the promotion of women's sport. Coverage levels are inevitably skewed upward by success, but also by slower turnover online, doing women's sport a disservice and hampering growth

The Nordic pay-TV group is under severe financial stress after its stock crashed, dropping its market cap to just over 9% of its 2021 peak value, on top of increasing and unsustainable losses and debt.

Viaplay announced a full U-turn on its previous approach driven by international sports rights and Nordic noir series.

Following the results, Vivendi’s Canal+ bought a 12% stake, eyeing Viaplay's still healthy Nordic business and consolidation in Poland.

National paid-for newspaper circulation has dipped below three million, raising thorny questions for publishers—and for distributors and retailers

News publishers can sustain print revenues to a degree by cover price increases, and also support profitability through greater efficiency in printing operations

Sustainability challenges for Smiths News and Menzies Distribution could give rise to innovative solutions, such as direct-to-retailer distribution by printer-publishers

Unprecedented growth in women’s sport is generating opportunities for publishers and advertisers. This year’s FIFA Women’s World Cup provides a chance to capitalise on the elevated coverage and interest

Women’s sport coverage must forge its own identity in the long term. News publishers play an enormous role by nourishing interest and discourse, creating brand opportunities and raising the profile of women’s sport

Articles currently must clear a higher bar for inclusion, though this will shift in the near term as coverage continues growing: variations in the type, style, and quantity of coverage highlight the progress made so far and identify areas of ongoing improvement

This report is free to access.

Climate change is again a core theme of this year’s Media and Telecoms 2023 & Beyond Conference, as it has been since 2021 when the UK hosted COP26.

Published in March 2023, the IPCC's Sixth Assessment Report points to alarming warming trends due to rising greenhouse gas (GHG) emissions. Echoing the messaging of COP26 and COP27, the IPCC implores signatories: “Emissions should be decreasing by now and will need to be cut by almost half by 2030, if warming is to be limited to 1.5°C.” With many governments stymied by short-term political exigencies, it is businesses and people that must harbour the ambition for net zero that our planet requires. 

This year’s report highlights the climate change initiatives of TMT companies to decarbonise operations, and their society-leading role towards the environment. Media businesses are mobilising their touchpoints with their audiences—from news, to magazines, to audio-visual productions such as films, TV programmes, games and advertising—to inform and win over hearts and minds in favour of climate action. Case studies of the Guardian, WPP, Ad Net Zero, Bertelsmann, Vivendi, Sky, BT Group, and Virgin Media O2 provide best practice learnings.

UK news publishers have rushed to distribute content on TikTok. They are drawn by its enormous young audience, but poor monetisation and data sharing, a lack of referrals to their own sites, and data security concerns are frustrating a full embrace of the platform.

TikTok is increasingly identified as a ‘news source’ by young people: a risk to publishers distributing content on the platform is that their brands may get lost in user feeds.

Publishers should view activity on TikTok as a strategic cost instead of a revenue source: an investment in brand awareness, and development in content and delivery formats that are becoming more widespread across platforms. Brand visibility is key to success here.

France’s number two telecoms operator has suffered extensive damage since the 2014 takeover by Altice, which engaged in a slash-and-burn leveraged buy-out. Market share loss has triggered a revenue decline, with uncertainty of when this might stabilise

Increased investments will barely allow SFR to stand still in the competitive race for 4G and fibre deployment. Cash flow, while in decline, is sufficient to meet high debt payments – but rising bond yields could pressure P&L

SFR aims to appeal to subscribers through enlarged bundles of content sourced mainly from Altice investments in media, but execution seems geared to achieve VAT optimisation and augment the group’s political influence – which may be needed as massive job cuts are planned

With the decline in its subscriber base accelerating and following an antitrust veto over its planned tie up with BeIN Sports, Canal+ has decided to radically restructure its retailing on IPTV – where over 60% of subscriber recruitment takes place 

The basic channel package is now wholesale to ISPs and included in upper tier triple play bundles – much higher volumes should more than balance a deep price cut. Soon premium and optional packages are to be unbundled on all platforms to create cheaper entry points and favour subscriber customisation

Canal+ is thus increasingly focused on supplying premium content, leaving the user interface to ISPs. Without the scale of other international content producers and in a nationalistic political context, we believe that this market rationale will eventually lead Vivendi to sell Canal+ to Orange

After the dispute with Vivendi, Mediaset Premium faces mounting losses with no buyer in sight and increasing tension within the controlling shareholder family

Sky has managed to resume growth despite the loss of the Champions League (CL), mostly thanks to strong advertising sales

Next year, both CL and domestic Serie A, will auction the 2018-21 broadcasting rights. Sky will be in a position to substantially increase its range of exclusive football coverage