YouTube and its MCNs: growth and variety
YouTube remains the dominant online video site globally, although competition for the viewer is growing from OTT video and other popular apps. Reach and consumption appear to be slowing in the US and the UK, but YouTube reports strong growth in global watch time as smartphone adoption proceeds
The number and variety of MCNs on YouTube continues to grow. Music video MCN Vevo has so far been the largest single presence on YouTube, but it is being overtaken by the combined Disney/Maker Studios MCN
In contrast to the aggregator MCNs with tens of thousands of channels, studio MCNs have much smaller network sizes and a higher share of owned channels. Their focus on content curation and creation has allowed some to build global audiences of repeat viewers, a unique strength and of significant appeal for advertisers
|Music and Radio, Internet, TV, Media|
Fine-tuning lessons from Sky Deutschland
Germany’s Sky platform has shifted focus from maximising net additions to improving quality of new recruits, delivering accelerated ARPU growth and a likely future reduction in churn.
In 2014, Sky will turn back to more proactive recruitment, but we caution against expectations of an improvement in the underlying trend growth rate.
Sky is in on course to deliver its first full year positive EBITDA in 2013, although we still don’t expect cash flow to follow suit before FY 2015.
|Non-UK Media, TV, Media|
UK broadband and telephony trends to March 2010
In this presentation we show our analysis of trends in UK broadband and telephony for the quarter to March 2010, based on the published results of the major service providers. We include our own estimates where reported data is incomplete.
Highlights in the quarter included a bounce in quarterly broadband market net additions sufficient to pause the historical decline in year-on-year subscriber growth, continuing relatively strong broadband subscriber growth at the major ISPs, stabilisation in both the level of telephony market revenue and the rate of growth in unbundled lines, and the soft launch of highly competitive bundled offers by Tesco.
|Fixed Line, Telecoms|
Media in an independent Scotland
Claire Enders set out the implications of a Yes vote in the Scottish independence referendum for the media available in Scotland. She critically examines the SNP's plans for a Scottish media, and argues that Scotland's small population would make an independent media hard to sustain. When the effect of a nationalist 'nation-building' project is factored in too, the overall results would be serious costs to the quality of democracy Scots enjoy.
|Mobile, Telecoms, Technology, Non-UK Media, Internet, TV, Media|