Media Companies

Economics of a broadcaster: sunk or variable?

Phillip Namara

December 19, 2019
In-line with my previous piece, I’ve decided to further examine the media industry – taking a deep dive into the economics of the broadcasting business and how they have evolved over time. The revenue function for broadcasters has remained consistent throughout history, coming mostly from a uniform mix of advertising and sponsor revenue. continue…

by Phillip Namara Posted in Media Companies

save this article

POSTED IN Media Companies
Could BVOD rescue our free-to-air TV networks?

Phillip Namara

December 9, 2019
Over the past 10 years, Australia’s free-to-air (FTA) television networks have been increasingly squeezed by the influx of highly competitive streaming services and falling advertising revenue. They’ve responded by offering broadcasting-video-on-demand (BVOD). It’s proven to be extremely popular, and is helping to offset declining revenues. continue…

by Phillip Namara Posted in Companies, Media Companies

1 Comments

save this article

POSTED IN Companies, Media Companies
Outdoor media shines in the ad spend gloom

Stuart Jackson

March 8, 2019
With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. continue…

by Stuart Jackson Posted in Media Companies

save this article

POSTED IN Media Companies
Advertising’s Super Bowl

Lachlan Mackay

February 5, 2019
For many of us, the Super Bowl was a big day watching live sport, but for businesses this event was all about advertising. The Super Bowl is the most watched television program in the world and for every additional eyeball on the screen, TV networks will charge advertisers more. continue…

by Lachlan Mackay Posted in Media Companies

save this article

POSTED IN Media Companies
Contextualizing Music History and the Potential of Streaming

Amit Nath

January 18, 2019
The music sector over the last four decades has shifted through technology like very few other industries. Moving from vinyl, cassettes, CDs, MP3s to streaming, music has never gone out of style. Yet despite this it hasn’t been smooth sailing for the industry, far from it. continue…

by Amit Nath Posted in Companies, Media Companies, Stocks We Like

save this article

POSTED IN Companies, Media Companies, Stocks We Like
WHITEPAPERS

FINDING ATTRACTIVE RETURNS IN A LOW RATE ENVIRONMENT

There is a strong case for interest rates remaining structurally lower for a protracted period of time. In our Part II Whitepaper, we consider the consequences on asset prices – in particular on equity prices. We believe the equity market offers investors attractive risk-adjusted returns on average and that equity risk is being priced differently between certain geographies and sectors. This raises the prospect of attractive opportunities ahead.
download the whitepaper
Visualising the top 10 global ad publishers

Daniel Wu

October 10, 2018
Recently, while looking for examples highlighting the technological disruption faced by various industries, I came across an interesting infographic courtesy of Visual Capitalist, which depicts the top 10 global ad publishers over time. continue…

by Daniel Wu Posted in Media Companies

save this article

POSTED IN Media Companies
Does Consolidation Help or Hinder Ad Tech Giants?

Lachlan Mackay

September 24, 2018
Gone are the former days of Mad Men, where a well-equipped pitch followed by a 10am glass of whiskey was just another Tuesday selling ads. The advertising industry has transformed through numerous structural challenges to reach the modern digital age; however, never has there been such a lagging incentive for independent creatives. continue…

by Lachlan Mackay Posted in Media Companies

save this article

POSTED IN Media Companies
The News Cycle: Reality Versus Viral News Media

Amit Nath

August 29, 2018
In a world where news stories break within seconds of an event occurring, and media organisations are permanently engaged in a battle royal for people’s attention, it can be hard to separate fact from fiction. Hence we thought it might be interesting to take a look at some of the most viral news stories over the last ~20 years continue…

by Amit Nath Posted in Market commentary, Media Companies

save this article

POSTED IN Market commentary, Media Companies
Advertisers are the big winners from the banking Royal Commission

Stuart Jackson

April 17, 2018
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is bad news for banks and other organisations that are being put under the microscope. But it’s been a boon for advertisers, who have enjoyed a boost in ad spending as financial services businesses seek to prop up their brands. continue…

by Stuart Jackson Posted in Media Companies

save this article

POSTED IN Media Companies
The race for TV content

Andrew Macken

September 7, 2017
Have you noticed how the quality of TV content has changed over the last decade? Game of Thrones, Homeland, Ozark, Breaking Bad, House of Cards. These shows are recent examples of high-value writing, casting and production which have sparked the age of “binge-watching”. Others are calling it “peak TV”.
continue…

by Andrew Macken Posted in Media Companies

4 Comments

save this article

POSTED IN Media Companies