Up until now, in the match up between asset options, small cells have largely ended on the losing side of their bigger, older macro cousin. Too small, too weak, too costly, they have been all too quickly tossed aside. This is likely to change however, and with the rise of 5G, small cells have their moment to finally come of age.
Spotify has made an aggressive move into podcasting with recent investments in podcast production and distribution technology companies, as well as signing up exclusive content. Apple has long been the leader in podcast distribution with its app, Apple Podcasts, holding the majority of market share globally. We expect to see a shift in market share towards Spotify, but the challenge remains – how do you meaningfully generate revenue from podcasts?
After six months of unprecedented disruption, it is time to take stock of how enterprise telco services have changed and how increased digitisation has impacted the long-term growth trajectory of the enterprise services market. Here are Venture Consulting’s top five observations from the first half of 2020.
The COVID-19 pandemic has changed so much of our lives and the industries in which we work. It is driving long-term changes to the media industry, not least to television. As we have all been forced to stay at 9游会网址（九游）home, we have watched a lot more TV. However, our analysis suggests that pandemic is accelerating behavioural and structural shifts, and that the main loser from these will be free to air (FTA) television.
With the promise of another revolution in cellular networks, speculation has been circulating as to how 5G will bring change to the daily lives of New Zealanders. This has led to talk of driverless cars and movie downloads in seconds, but all this talk has been quieter on the details of exactly how this is meant to happen and when it will likely occur.
The gaming market has changed – mobile phones have become the dominant gaming platform with two-thirds of Australians reporting that they play games on their smartphone/tablet, while immersive, social experiences are gaining popularity. COVID-19 has accelerated this shift, with consumers embracing fully virtual worlds, such as Nintendo’s Animal Crossing: New Horizons, as a new medium to interact with friends. These changes threaten traditional business models (such as brick and mortar retailing), but also offer opportunities for product innovation and novel partnerships between gaming publishers and non-traditional players.
There has been a fire building beneath the traditional sports broadcasting model – COVID-19 has poured petrol onto that fire. Over the last three months, we have seen the sporting industry torn apart by the global pandemic, with significant impacts on sporting organisations, broadcasters, and the people within the industry. We take a close look at the impact of the impact of Covid-19 on sports and the broadcast deals on which the industry is built on
As the global pandemic shifts our lives online, data centre operators will see a significant short-term uplift in demand, which could accelerate longer-term adoption and reduce the risk of oversupply. However, with hundreds of megawatts still being built by major hyperscale operators, we believe there is plenty of scope for more data centre deals in the future.
5G is not 4G mark II. Operators need to step back and take a more holistic look at how they maximise ROIC across their whole network as they accelerate 5G deployment. Specifically, they need to look again at their 5G consumer propositions, their business cases and deployment plans and their approach to infrastructure sharing.