Will 5G survive its expectations, or buckle under its own weight?

This week Ovum published its report on 5G media bundling opportunities. While the report dives into plenty of detail on a range of subjects, perhaps the headline statistic is that 5G telco-OTT bundling revenues will rise from a measly US$6 million (€5.32 million) in 2019 to a whopping US$4.87 billion (€4.32 billion) by 2024.  5G […]

Is the tide starting to turn for Netflix?

In the deep sea of quarterly reports landing on desks this month, perhaps most eye-catching has been that of streaming behemoth Netflix. The company, which has seen stumbles and obstacles since it emerged as the de facto SVOD leader just under a decade ago, has largely gone unchallenged at the top of the pile. However, […]

The SVODs are coming – what Netflix must do to remain at the front of the pack

Netflix is undoubtedly at the top of the pecking order when it comes to SVODs globally – and its rivals are not even close.  In terms of satisfaction, Netflix customers are far more engaged with the content on offer than their rivals, and the record-breaking viewing figures for the latest season of Stranger Things (pictured) […]

Ovum: The future of TV: first globalisation, then localisation – now nationalism

A couple of years ago, we at Ovum predicted that the globalisation of TV by the likes of Netflix and Amazon would be followed by an intense period of investment and innovation in local video content (see Ovum’s opinion piece “The future of TV: First globalisation, now localisation”). In 2019 and beyond, the battle will […]

Ofcom and public service broadcasters: securing the future

UK media regulator Ofcom this week this week set out a package of proposals designed to bolster public service broadcasting, including updating rules to ensure that PSB content can be found easily, endorsing commitments by ITV, Channel 4 and Channel 5 to increase their kids TV output, and calling for a ‘national debate’ on the […]

EE’s Apple TV move is the latest in a larger trend toward BYOD

EE launched its EE TV box – an EE-branded hybrid DTT and OTT TV unit provided by Netgem as a part of its telco TV service provider offering– in 2014. The device was released as an £8 per month add-on for broadband subscribers as an attempt to break into a market where (to quote a […]

Broadcast consolidation: Mediaset’s moves

Pan-European consolidation amongst broadcasters once again became a talking point over the last couple of weeks thanks to a couple of big moves by Italy’s Mediaset. First came the Italian company’s acquisition of a 9.6% stake in Germany’s ProSiebenSat.1in what CEO Pier Silvio Berlusconi characterised as a strategic move. “The rapid process of globalisation that […]

Ovum: New types of content will drive video consumption on non-TV devices

The commonly-held assumption is that users will always seek out the “best screen available” when consuming video content. Smart TVs have the largest screens and highest-quality video (in both resolution and latency), and are usually considered the best screen for consumers to watch typical OTT or linear content (as evidenced by nearly 370 million connected […]

Cable in play: Liberty Global in Germany and Switzerland

Switzerland’s competition regulator this week launched an in-depth probe into Liberty Global’s proposed sale of its local operation to alternative telco Sunrise Communications, the latest fly in the ointment of Liberty’s plans to divest much of its business in Europe. Swiss regulator COMCO now has four months to complete its phase II probe after an […]

Sizing things up: Vivendi and Mediaset

Vivendi and Mediaset are not the best of friends. Few corporate fallings out have been more spectacular than that between the French and Italian media groups, which have been engaged in a running war of words, suit and counter-suit for the last three years. Vivendi’s decision to pull out of an agreement that would have […]