The Network slicing is a key feature of 5G networks, allowing MNOs to allocate independent virtual networks to customers with specific capabilities and quality of service guarantees. In addition to improved performance, network slicing will create new business models that will bring new revenue streams for MNOs. There are a range of opportunities across media, gaming, emergency services, IoT, transport and MVNO market segments.
The Commonwealth Government and States have funded four rounds of blackspots resulting in 1,047 new base stations. In March 2019, the Government announced two more blackspots rounds with total federal government funding of $160 million. Similar to the previous rounds, we expect the majority of total state and federal funding to go to Telstra. However, there are still bidding concerns for the rounds.
Foxtel has made several attempts at building a successful OTT service, but the results have been mixed so far. With Kayo and the potential launch of a ‘Netflix’ competitor, Foxtel is clearly aiming to increase household penetration beyond the 30% mark. However, in a crowded SVOD market and the potential for further disruption from new entrants and other players, Foxtel faces a tough battle.
By 2020, online video will account for 82% of all internet traffic in Australia. It is therefore not surprising that global tech giants are investing in and acquiring different genres of video content as they make a play to dominate online video consumption. Facebook’s half-hearted attempt at video streaming has had its fair share of issues so far and is playing catch up in a market already dominated by other SVOD players.
As OTT services grow in value, telco revenues are moderating and the lack of growth opportunities in the core business is driving telcos to look at adjacencies. Fintech is disrupting traditional financial services and offers a high value adjacency for telcos to play in where they can maximise their natural strengths.
The ACCC has blocked the $15bn merger between TPG and Vodafone, citing its belief that a merged entity would reduce competition given TPG’s ability to become a fourth mobile operator. TPG and Vodafone intend to appeal the decision and have extended their merger agreement to 31 August 2020. Venture Insights believes there is an alternative model which would enable infrastructure efficiencies and benefit competition.
Live sport remains an important content genre with the ability to attract consumer eyeballs and improve customer loyalty for both telcos and TV operators. However, TV operators (FTA and Pay TV) which until recently were the undisputed leaders in providing sports content, are being disrupted by sports streaming apps and telcos.
The conventional SIM card has been integral for device connectivity for almost three decades. The arrival of eSIMs will remove space constraints greatly benefiting IoT devices and wearables. Although eSIMs can be seen as a threat to telcos - as they enable a more efficient churn process - we believe the benefits of eSIMs outweigh the risks.
Recently the Venture Consulting team had the opportunity to spend time with Ryan Avery, Toastmasters champion and internationally acclaimed motivational speaker. Beginning with a promise, Ryan quotes obscure speechwriter James C Humes, who said that "the art of communication is the language of leadership." Ryan puts this another way: the better a communicator you are, the more influence you have.
In other words, a core skill for any leader - whether a captain of industry or individual team members - is the ability to stir your audience to action. Over the next few hours, Ryan introduces us to a few simple techniques for elevating our communication for greater professional (and personal) achievement - in his words, making the change from 'a' leader to 'the' leader, from being one of many to being the only one worth listening to.
Here are just a few of the techniques Ryan shares with us:
Silence is a powerful tool in any presentation. Well-timed pauses can focus attention on the speaker and her message. Silence can also be effective at recapturing attention by disrupting audience expectations - a vital tool for anyone who's losing their audience
Appreciate the power of stories, and work hard to make them your audience's as well as your own. One way to do this is recast your anecdotes from past into present tense. Doing so subtly draws in your audience, as together you explore the thread of the story
First and last impressions are important (or a variation on peak-end bias for the psychologically inclined). Specifically, don't end with Q&A, as this diminishes your control over your audience's last impressions. Rather, save one piece of information for the end - send your audience out feeling like they've benefited for having listened to you
While these techniques are principally designed for formal presentations, they can easily be modified for day-to-day interactions, such as those between team members or business development meetings. Above all, the key is to remember that communication is not a mechanical process, an afterthought to be considered once you've decided on your message; rather, communication is central to your message. It is the difference between your message being one among many, and your message being the one that stays with people and stirs them to action.
Cinema revenues in Australia are projected to decline gradually over the next 5 years primarily due to cheaper substitutes on offer for consumers. Netflix has paved the way for cinema disruption and distributed 75 original films in 2018. Fellow disrupter MoviePass has continued to struggle due to an unprofitable business model.