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Most US CE Import Tariffs Delayed ... except TVsAugust 13, 2019On August 13th, 2019, the Office of the US Trade Representative announced that it was delaying the implementation of new 10% tariffs on some products that had been scheduled to go into effect on September 1st. Of the $300 billion tranche that was originally to be affected, CE products were some of the most prominent new inclusions, and surely would have impacted prices during the upcoming holiday season. The categories included in the delay entail smartphones, Notebook PCs, tablet PCs, game consoles and desktop monitors, along with other popular holiday shopping goods. However, TVs were not included on the list, and remain to be subject to the additional 10% tariff on September 1st. Of course, this could change.
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CES 2019 - Smartphone HighlightsJanuary 24, 2019CES 2019 has come to an end, but the analysis continues. IHS Markit analysts converged on Las Vegas to seek out the key trends and noteworthy highlights. Attached is the wrap up for smartphone, written by smartphone analyst Gerrit Schneemann.Subscribers Only
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CES 2019 - Mobile PC Highlights (Notebook PC and Tablet)January 22, 2019CES 2019 has come to an end, but the analysis continues. IHS Markit analysts converged on Las Vegas to seek out the key trends and noteworthy highlights. Attached is the wrap up for Mobile PC, including Notebook PCs and Tablets, written by lead analyst Jeff Lin.Subscribers Only
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TV Highlights from 2019 CESJanuary 14, 20192019 CES was a showcase of the latest in TV technologies as usual, from roll-up OLED TVs that disappear into a soundbar when not in use, to microLED displays and a plethora of 8K TVs. Apple even made an appearance in CES TV news, albeit indirectly. TVs remain one of the most important categories at CES. IHS Markit TV market analysts Paul Gagnon and Bing Zhang were in attendance to capture all the insights, presented in the attached special report.Subscribers Only
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Comcast outbids Disney for Fox, as court clears way for AT&T takeover of Time WarnerJune 14, 2018Comcast has made an offer for the entertainment assets of 21st Century Fox, outbidding the Walt Disney Company by around 19%. The offer, which would bring the NBC Universal and Fox movie and TV studios, cable networks and other operations including Sky under the same roof, was delivered by Comcast in a letter to the Fox board of directors yesterday. Comcast’s offer is for $35 per share in cash, with a value of $65 billion. In December, Fox shareholders agreed to sell the assets to Walt Disney for $52.4 billion in an all-stock transaction. Comcast is also making an offer to buy Sky, and said it would continue to pursue the acquisition in parallel with the Fox deal. The UK government approved both this offer and the Fox proposal to buy full control of Sky earlier this month. On Tuesday this week, a US federal court judge cleared the way for AT&T to acquire Time Warner, dismissing the government’s view that the takeover would be anti-competitive. The offer, worth $106 billion, was first made in December 2016. Barring a further move to block the deal by the US government, AT&T said it would aim to complete the deal by 20 June.Subscribers Only
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Third time lucky? Sprint and T-Mobile strike merger dealApril 30, 2018Sprint (Softbank) and T-Mobile (Deutsche Telekom) have announced a new plan to merge the two US businesses in an all stock merger that will leave Deutsche Telekom with a 42% stake to Softbank’s 27%. The combined company will maintain the T-Mobile brand and serve a base of 127 million subscribers, approaching the country’s top two mobile operators, Verizon and AT&T.
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Comcast makes its offer for Sky officialApril 25, 2018Comcast has made a formal offer for Sky, valuing the UK-based satellite operator at £22 billion ($30.7 billion). Today's official offer of £12.50 represents a premium of more than 16% over 21st Century Fox’s offer for the 61% of Sky it does not own. Sky's independent board of directors has this morning withdrawn its recommendation of the Fox bid, making a battle for ownership of Sky between Comcast, Fox and possibly Walt Disney Co, seemingly inevitable.
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Mobile Video Opportunities for OperatorsApril 23, 2018This report analyses mobile operator video strategies and opportunities, analysing the performance and strategies of the 25 leading operators globally. It also includes regional case studies and consumer survey analysis.Subscribers Only
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Video as a core service for operatorsApril 23, 2018This report analyses how telecoms operators are positioning video as a core service to maintain their market position and drivie future growth. Covering the 50 leading global operators this report provides case studies and best practices for video success.Subscribers Only
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Disney launches ESPN’s long awaited direct to consumer offerApril 17, 2018Disney has launched online subscription service ESPN+, which will feature 10,000 live MLB, NHL and other live events. The service, which launched on 12 April, is meant to supplement existing linear pay TV channel strategies, and will feature content which is not available on the company's existing linear channels. It is built on technology provided by BAMTech, which Disney took a majority stake in last year, specifically to enhance the company's streaming initiatives.
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Comcast intends to outbid 21st Century Fox for ownership of SkyFebruary 27, 2018US cable giant Comcast has unveiled a possible takeover offer for Sky, aiming to outbid 21st Century Fox. Comcast today made an all-cash offer of £12.50 per share in cash for the UK-based satellite operator, which represents a 16% increase on 21st Century Fox’s offer, implying a valuation of £22.1 billion ($28.5 billion). Fox, which already owns a 39% stake in Sky, offered £18.5 billion ($23.8 billion) to acquire the shares in the operator that it does not own.
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Net neutrality in the United States: Why it matters to operators (infographic)December 14, 2017With the repeal of net neutrality regulations passing at the FCC, this infographic shows why net neutrality matters so much to network operators in the United States.Subscribers Only
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Net neutrality in the United States: a once and future historyDecember 11, 2017As the FCC looks set to remove net neutrality protections at their next meeting on December 14th, net neutrality proponents claim this to be a death knell for an open and innovative internet ecosystem, while counter arguments claim this will spur infrastructure investment. This in depth report examines the history of net neutrality and looks at the relevant data on the competitive situation that will likely define the outlook for those affected.Subscribers Only
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FCC Chairman proposes elimination of net neutrality provisionsNovember 23, 2017After removing media cross ownership rules earlier in the week, the FCC chair Ajit Pai has released the agenda for the FCC’s next meeting on 14th December and included a proposal to “Restore Internet Freedom” that would see net neutrality regulations rolled back if it is passed by the commissioners.
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Altice USA reaches MVNO agreement with SprintNovember 06, 2017A day after the announcement that merger talks between Sprint and T-Mobile US have ended, Altice USA has announced an MVNO agreement with Sprint. The US cable operator will use Sprint’s network to provide mobile voice and data services. In return, Altice has allowed Sprint to access its cable network infrastructure. This will aid Sprint’s network densification process, helping the mobile operator deploy small cells throughout the US.
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5G Strategies & Opportunities Report - 2017October 04, 2017The path to full 5G adoption is complicated and still evolving. While preliminary 5G standard specifications are expected in 2018, standards development and deployment is expected to reach into 2022 and beyond. Operators, device makers, infrastucture vendors, component and media companies must act now to develop their 5G strategies.Subscribers Only
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Three global trends changing the landscape of the medical imaging equipment marketSeptember 20, 2017Growth for x-ray, ultrasound, MRI, and CT equipment will be driven by a variety of unique factors, but several trends will affect future revenues for the entire medical imaging equipment market. Three of these trends—the aging global population, the changing US healthcare culture, and the emergence of healthcare markets in developing nations—are highlighted below and followed by IHS Markit’s advice for capitalizing on these trends.
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European telcos dial up investments in contentAugust 01, 2017European telephone companies are facing the need to find the right strategy to survive in a rapidly-converging world with fixed line revenues declining, threats from OTT services eating into their core voice business, and ARPUs hit by the commoditisation of broadband and TV distribution. Many European telcos have responded to the digitisation of TV by carrying video services over their networks. Others, like BT and Altice, have made a massive play in pay TV sports, while Orange and Telefonica are planning ambitious investments in original TV series.Subscribers Only
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Altice adopts unified brand ahead of further expansionMay 25, 2017Altice will rebrand its portfolio of businesses under its own name, as part of a new unified global branding strategy. This will help Altice to reposition itself in the French market, while uniting its US operations before pursuing further M&A opportunities in the country, potentially including an entry into the mobile and content markets after further expansion in the cable market.Subscribers Only
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US: Sprint joins crowded music market with 33% stake in TidalJanuary 24, 2017Softbank-owned US mobile operator Sprint has acquired a 33% in on-demand music service Tidal. Financial details have not been disclosed.Subscribers Only
