Our Research

QUIBI: the lessons behind a chaotic launch

Since its launch two months ago in the US, QUIBI, the mobile-only video service has been concentrating criticisms while facing both internal and external issues. Marketed to become a major actor of the market thanks to its distinctive value proposition, QUIBI indeed checked a lot of boxes prior to its...

Spanish operators partner to improve the already very advanced FTTH market

At end 2019, optical fiber accounted for around 68% of the total number of wireline broadband connections, which makes Spain one of the most fiber-developed markets in Western Europe. This trend is expected to keep increasing in the coming years. Indeed, Euskaltel has managed to develop a nationwide offer, despite...

Go3 reached 130.000 paid subscribers in the Baltics

Baltic based streaming service Go3 announced having reached 130,000 paid subscribers at Q120. Go3’s subscriber base increased by 25% over the last quarter which can partly be explained by a significant increase in streaming services usage during the lockdown period following the coronavirus outbreak in the area. The streaming service...

Always more diverse operators entering the FTTH market in Western Europe : the promising case of Italy

In Western Europe, next-generation broadband accesses, mainly FTTH connections, are growing at a fast pace. The diversity of operators offering fiber services keeps increasing, with new actors entering the market and gaining market shares from incumbent operators switching from DSL- and copper-based Internet. In Italy, pay-tv operator Sky just recently...

Oi leaves the mobile and bets on an operational separation in the fixed business

Oi presented an asset sale plan to reduce his debt. During Q4 2020, Oi proposes to auction its mobile business and various infrastructure assets in different lots. The process would take a year. The auction of the mobile business will have a minimum price of R$ 15 billion (USD 2.9...

Russian opposition urges government to lift failed ban on messaging platform Telegram

The messaging service, founded by Russian Social Media billionaire Pavel Durov, was banned in 2018 after it refused to hand over encryption keys to the FSB. However, the ban was never really effective since Telegram routed traffic on foreign cloud services (such as Amazon’s AWS) so as to bypass it,...

With the soon to be launched Peacock, AVOD in the U.S. is expected to become even bigger

The AVOD market in the U.S. has grown significantly over the last few years. But while the growth used to be mainly driven by YouTube, which accounted for almost 95% of AVOD revenues in 2014, the market has become more diversified with the consolidation of today’s major players : Pluto...

5G roll-out in South Korea

In South Korea, the three main telco operators launched 5G at Q219, already a year ago. The roll-out has been the fastest on the planet, putting South Korean operators and tech companies in leading positions on the new markets emerging with 5G availability. More and more local companies are developing...

Competition investigations procedures opened on CEE broadcasters

Two East-European countries have recently announced investigations into commercial practices of some major broadcasters. In Hungary, competition authority GVH is looking into unfair business practices in the affiliate fees billed by the top networks to telecommunication operators, at a time where these are heavily impacted by the covid crisis which...

Netflix’s ARPU in Latin America is getting lower

Among the keys to Netflix’s success in Latin America, the decision to establish the prices of subscriptions in local currency played a crucial role. Although this policy exposes Netflix to the volatility of periodic devaluations, it has given it flexibility to better adapt to each country’s Pay TV ecosystem. As...
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