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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

Eutelsat’s chameleon ‘Quantum’ satellite takes shape

Surrey Satellite Technology (SSTL), based in Guildford, UK, unveiled its portion of Eutelsat’s highly versatile ‘Quantum’ satellite on January 9th. The satellite is being built under a public–private partnership between the European Space Agency (ESA) and the satellite operator Eutelsat with Airbus as the prime contractor. The satellite platform, which has been designed and manufactured […]

January 10, 2019

Doubts over SpaceX mega-constellation

SpaceX is planning to launch thousands of satellites into various orbits in order to deliver broadband services to the whole planet. The first satellites will launch later this year, but there are some growing doubts. The influential Institute of Electrical & Electronics Engineers (IEEE) in its ‘Spectrum’ issue talks about glitches with both of SpaceX’s […]

January 8, 2019

When is BT cheap enough for DT?

Deutsche Telekom has been limited to holding a 15 per cent stake in BT for three years, but this ends on January 29th. And BT obviously thinks it may launch a takeover bid. According to reports, BT is consulting takeover advisors Robey Warshaw and Goldman Sachs. Its shares are at a five-year low and the […]

January 7, 2019

Musk raises another $1bn for Mars ‘Starship’

Elon Musk was been busy tweeting over the holidays, talking about a visit to Boca Chica, South Texas to view construction on his ‘Starship Alpha’ space rocket, and telling fans that the overall Mars-focussed project had been “radically redesigned”. It has also emerged that since early December he has raised around $1 billion in fresh […]

January 7, 2019