Category archives for: Guest Blog

BSkyB losing market share

BSkyB’s Q3 results, due on May 2nd, are likely to disappoint the market, says a client note from Berenberg Bank. The current quarter-year is expected to be “slow” in terms of customer acquisitions, and this includes broadband net additions which could slump (y-o-y) by as much as 50 per cent, says the bank.  It also looks as if the competition [...]

Targeted ads, let the sleeping dog lie

Ironically, given that its purpose is to draw attention, targeted advertising is the dog that didn’t bark. For as long as most of us can remember it has been talked of the great untapped resource, just waiting to be unlocked by convergence; the ‘Mother Load’ that would justify much investment in technology and content. The foundation upon which many a [...]

Japan petitions for NHK resignations

Seven citizen groups have submitted petitions to Japanese public broadcaster NHK demanding the resignation of the broadcaster’s president, Katsuto Momii as well as a couple of NHK directors. Almost 39,000 signatures were on the petitions, as well as a group from the influential Japan Congress of Journalists, are additionally threatening to withhold their annual licence fees if Momii doesn’t step [...]

Failed Amazonas fall out

Amazonas 4A was launched on March 22nd (on an Ariane rocket with Astra 5B as its co-passenger). Unfortunately it soon emerged that the Hispasat-owned satellite was not working properly. Details are still sketchy but it seems the Orbital Sciences-built spacecraft had suffered a power subsystem malfunction which some sources suggest could be an undeployed solar array. Hispasat itself say: “Hispasat [...]

Satellite business model stays “strong”

A report to clients from analysts at Berenberg Bank, and based on a special satellite conference hosted by the bank last week, says that senior members of the management team from Eutelsat, SES and Inmarsat attended, as well as industry experts from MTM London and Northern Sky Research. Senior analyst Sarah Simon says that from the perspective of broadcast video [...]

Nervous times for BSkyB

Last Friday saw a 10.5p (1.1 per cent) fall in BSkyB’s share price and continued the tumble over the past few weeks that has seen shareholder confidence ebb away. The recent falls, from £9.46 to £8.77 on anxieties over the likely price of the next auction round of English Premier League football costs, and last week’s news that BT Sport [...]

Sky Deutschland prepping for Ultra-HD

“Ultra-HD broadcasting is the next stage for us on a journey of trying to use the new 4K technology. We started by testing what we could do inside the ground, with the cameras and could we get the cameras to talk to the Outside Broadcast trucks. Gradually we are building on that experience to try and fulfil the complete end-to-end [...]

“A new era” for SES

Last week saw Romain Bausch attend his final Board meeting as CEO at SES after some 19 years in the hot seat. He will remain on the company’s BoD but his departure prompted Berenberg Bank’s team to take a close look at what Sarah Simon described as a “new beginning” for the company. Simon admits that a change of CEO [...]

Devils and deep blue seas

There are some people who owe politicians and journalists a lot. These people are estate agents and parking wardens. A few years ago, these groups would routinely rank at the bottom of any ‘respect’ poll in the UK, now, thanks to MPs expense scandals and the phone hacking debacle, they no longer need worry about footing the league. In international [...]

Sky Deutschland: “Don’t panic”

On March 31st Inside Satellite wrote encouragingly about Sky Deutschland despite also reporting the dramatic fall in the broadcaster’s share price.  On April 1st its share price recovered almost 6 per cent to €6.54, but still well down on the €8.13 price at the end of last year. But more confidence came on April 2nd with a strong ‘Buy’ note [...]

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