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Research Type - Insights Research by Market - Mobile & Telecom Geography - Australia Geography - USABy Attribute
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5G and Massive IoT: legacy technologies will bridge the gap for nowFebruary 13, 2019
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TPG and Vodafone Australia announce merger plansAugust 30, 2018Vodafone Australia, the product of a 2009 50/50 merger between Vodafone and Hutchison, and TPG, a fixed line service provider that has moved into offering mobile services, have announced plans to merge.Subscribers Only
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Nine Entertainment agrees Fairfax takeover deal in major Australian mergerAugust 13, 2018Major Australian media companies Nine Entertainment and Fairfax Media have agreed terms to merge their respective businesses. The new combined entity will operate under the Nine brand name and house assets including: Nine’s free-to-air channels 9, 9Go, 9life and 9Gem; Fairfax’s newspapers The Age, The Sydney Morning Herald and The Australian Financial Review; digital businesses such as online streaming service Stan, which is already a joint-venture of the two companies, and Fairfax’s real-estate platform Domain; radio assets held by Fairfax via its majority ownership of Macquarie Media, which owns stations 2GB in Sydney, 3AW in Melbourne and 4BC in Brisbane.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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Snap's new Spectacles face major challenges despite improvementsMay 01, 2018US-based Snap, parent of messaging app Snapchat, has launched its second wearable product Spectacles V2. Available for USD 150 via the Snapchat app and website, the new Spectacles sunglasses will be available in more than 20 markets in the first couple of weeks of launch and feature: photo as well as video capture, HD recording by default, improved Bluetooth pairing, prescription lenses support, and new colour options.
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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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Vodafone enters the Australian streaming marketApril 17, 2018Vodafone has entered the Australian streaming market with the launch of its Vodafone TV device. The Android TV-powered set-top box is the company’s first-ever streaming media device which provides access to popular content and services such as Netflix, Google Play Movies and YouTube. The device also features 4K compatible high definition resolution, Google voice-search functionality, integrated free-to-air TV tuner and Dual-band Wi-Fi receiver. Vodafone TV may be added to an existing contract for A$5 ($3.80) per month over 24 months or purchased outright for A$120 ($91) in-store.
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Australia pay TV market update Q4 2017March 09, 2018IHS Markit has updated its Australian pay TV data in light of the latest guidance on the performance of market leader Foxtel provided by major shareholder News Corp Australia. Pay TV providers continue to show resilience but growth has plateaued, a sentiment echoed in the Q4 2017 filings by News Corp, which indicate a downward revision in its future outlook for the business. As such, IHS Markit has adjusted its forecasts on the Australian pay TV market accordingly, which now illustrate contrasting fortunes for the two main players – Foxtel’s subscriber base is going down, while Fetch TV’s is on the up.
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Samsung looks to innovative S9 camera to energize Galaxy S smartphone salesFebruary 25, 2018Samsung is packing its main innovative push into the cameras of its latest flagship Galaxy S devices. With the new super slow motion video capture, Samsung has improved on previous industry attempts to commercialize this feature. The Galaxy S9 and S9 Plus are strong handset designs which evolve from 2017’s excellent S8. They are markedly different in camera quality and display size from the two to three year old smartphones potential customers own now which should boost upgrades. However, consumers may delay purchase because of rising flagship prices.
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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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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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Australian broadcaster unveils new OTT serviceNovember 22, 2017Australian commercial free-to-air TV broadcaster Seven Network will launch 7plus, its new over-the-top (OTT) digital video streaming service, in November 2017. 7plus will feature exclusive original commissions in addition to live and on demand content.
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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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Uber adds financial services to strengthen customer loyaltyNovember 02, 2017Uber partnered with Barclays and Visa to launch Uber Visa Card. In addition to increasing incentive offerings and enhancing the payment experience, Uber also aims to access customer information and data to expand its role in online and offline commerce.
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Apple and Qualcomm licensing dispute – what lead to a patent war?October 13, 2017This insight article (second of two part series) analyzes Apple’s external and internal environment that contributed to a patent war against Qualcomm and the potential impact the patent war can have on the smartphone industry.Subscribers Only
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China cable reporting methodology UPDATEOctober 02, 2017IHS Markit has updated its Chinese cable reporting methodology in light of on-the-ground research into the country’s naming convention for operators in each of China’s 23 provinces. The update to our Chinese cable data within our TV and Broadband Media Intelligence Services aligns our coverage of the Chinese TV market with the 70+ markets we cover.Subscribers Only
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Google de-risks Pixel smartphone hardware business through HTC acquisitionSeptember 21, 2017Google has invested $1.1bn to acquire a part of HTC. Google’s latest hardware investment demonstrates the importance it places on mobile hardware. The move also demonstrates HTC’s importance to the Pixel line which Google downplayed a year ago.
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Samsung re-launches its signature innovation brand with Note 8 smartphoneAugust 23, 2017The Galaxy Note 8 demonstrates Samsung’s confidence in its design expertise because of the strong similarities between the Note 8 and the Galaxy S8 and S8+. Samsung’s decision to launch the Note across all regions means the Note 8 should be the most successful Note smartphone for at least three years. IHS Markit expects the Note 8 Bill of Materials (BOM) cost will exceed those of all previous generations of Note models from Samsung.
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Apple and Qualcomm licensing dispute – to SEP or not to SEP?August 14, 2017On January 20, 2017 Apple filed a lawsuit against Qualcomm at the Southern District Court of California. In the lawsuit, Apple accused Qualcomm of breach of contract, violation of unfair competition laws and requested judgement on royalty rate it must pay for Qualcomm’s standard essential patents. (SEPs) Since Apple’s initial legal lawsuit, both companies filed additional lawsuits in different jurisdictions and the dispute grew into a full scale patent licensing war. This article provides summary and analysis of the licensing dispute between Apple Inc. and Qualcomm Inc.Subscribers Only
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In Australia, TV continues to be dominant but a shift in viewing is underwayAugust 10, 2017TV remains the most watched screen in Australia but cross-screen viewing behaviour is on the rise according to the first issue of the Australian Video Viewing Report Q1, 2017 published by OzTAM. Each week, 19.9 million Australians or 83.7% of the population watch broadcast TV at home either via free-to-air or pay TV channels. Each person watched an average of 79 hours and 30 minutes per month or 2 hours 29 minutes per day of broadcast TV during Q1 2017.Subscribers Only
