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Major risk of US falling behind in 5G race

Members of the C-Band Alliance (CBA), which is looking to see 200 MHz of C-band capacity reassigned over the US for 5G adoption, have met with FCC Commissioner Michael O’Rielly and Erin McGrath, legal advisor to Commissioner O’Rielly. It seems that the presentation to Commissioner O’Rielly was polite, but blunt, and covered the “real and […]

February 1, 2019

Bank: Music subscriptions shine

Spotify will unveil its Q4 numbers on February 6th, and Vivendi a week later on February 14th. A report from equity analysts at investment bank Deutsche Bank has looked at the streaming sector and found much to commend it to investors. The headline news from the report is that the music industry is fully embracing […]

January 29, 2019

Matching Pluto TV could bankrupt European broadcasters

This week, Viacom paid $340 million in hard cash to buy the US-based free streaming service Pluto TV. Investment analysts from Deutsche Bank say: “this represents another indicator of the potential size of reinvestment required from traditional broadcasters in respond to changing viewing habits.” While Viacom is best known for appealing to younger viewers (whether […]

January 25, 2019

Bank advises “stay focussed” despite C-band fatigue

The proposed realignment of some C-band frequencies over the US in order to boost 5G take-up has seemingly “lost lustre” these past few months as investors saw the FCC withdrawing into its ivory tower as reason to take profits after an electric year of out-performance [by the two main backers of the scheme: Intelsat and […]

January 23, 2019

Amazon, Facebook, Google still biggest threat

There’s been massive coverage of Netflix these past few days, with analysts agonising what impact a price hike might have on its revenues and profits and how quickly the price rises might spread to their International markets. That’s understandable, but a very timely report from the media team at investment bank Berenberg suggests that it […]

January 22, 2019

Analysts probe Netflix

A slew of post-results analysis on Netflix’s latest numbers offers considerable guidance for the rest of 2019, and perhaps beyond for the SVoD giant. While the rise in subscription rates for US viewers generated plenty of headlines, the progress internationally was praised. But that doesn’t tell the whole story. For example, international revenues – on […]

January 21, 2019

8K overhyped, or next big thing?

Chris Chinnock, a respected figure on the high-resolution scene, and regular contributor to Display Daily, has been appointed to look after the newly-formed 8K Association (8KA). The grouping, which has AUO, Hisense, Panasonic, Samsung and TCL as member, and hopes to expand to include more brands and component suppliers over the next year. Chinnock admits […]

January 18, 2019

Bank “cautiously optimistic” on Spanish TV

This week, investment bank Exane/BNPP is holding a series of presentations with Spanish industry players, and in a note to clients says that it is now cautiously optimistic on the state of Spanish commercial broadcasters, which it now favours over Italian TV. The bank says: “We like the Spanish TV names and expect them to […]

January 16, 2019

City Analysis: The prospects for media in 2019

Equity analysts at investment banker Exane/BNP-Paribas stress that despite generally poor stock market performances last year, Europe’s Media sector actually did well, with losses of only -4 per cent, against the wider state of the depressed market overall which slumped -14 per cent. The bank’s report says: “After a c30 per cent share price decline […]

January 15, 2019

Worried Arianespace kicks off 2019 campaign on Feb 5

Arianespace has taken delivery of its next mission’s second satellite (India’s GSAT-31) which will join Saudi Arabia’s HellasSat-4 craft which arrived a few days ago. The Ariane 5 launch is currently scheduled for February 5th (weather permitting). The launch also starts another year of launch campaigns for Arianespace which reported a flat 2018 in terms […]

January 14, 2019