Media Research, Forecasts & Analysis

12 Dec 2025 · Media · Brief

Netflix/Warner takeover will squeeze local media

: In early December 2025, Netflix entered a definitive agreement to acquire the film and TV studio assets of Warner Bros. Discovery (WBD), including Warner Bros. Pictures, HBO, and HBO Max. This reflects an SVOD industry that has matured and now seeks profitability through consolidation. If successfu…

31 Oct 2025 · Media · Brief

Ad market growth holds up as the AI shift helps ‘traditional’ media

: Next week, we will publish our subscriber-only annual advertising market forecast, analysing trends in the TV, radio, print, outdoor, cinema and digital segments out to 2030. This free brief provides a preview of some of the key results. The biggest change is the decline of Google search under pres…

11 Apr 2025 · Media · Brief

Action needed against digital dominance of Australia’s media

: New analysis by Venture Insights shows that Netflix, Google, and Facebook (Meta) each have larger Australian enterprise values than any domestic media company, with Netflix’s implied local EV approaching $11.8 billion, Google at $10.0 billion, and Facebook at $9.4 billion. By comparison, Nine Enter…

30 Mar 2025 · Media · Brief

Unified ad measurement in Australia needs collaboration

: The Video Futures Collective (VFC) and OzTAM are two pivotal players in the Australian media landscape, both focused on audience measurement for television and video content, but with distinct approaches, histories, and stakeholders. OzTAM emerged from the old free-to-air TV oligopoly many years ag…

23 Mar 2025 · Media · Brief

Why is Australia’s FTA TV stronger than New Zealand’s?

: The Australian free-to-air (FTA) TV industry remains a major force in Australian media, despite the narrative of decline. Indeed, it is stronger than in most other comparable countries. This is a policy-driven success. Australian governments took significant decisions over the last few decades to s…

6 Mar 2025 · Media · Brief

2024 VOZ data shows FTA TV has stabilised

: 2024 FTA TV viewing data released by VOZ this week shows signs of recovery in FTA viewing. Total FTA TV reach for individuals was 72%, still higher than any other video platform. BVOD viewing is now growing fast (25% p.a.). Although online viewing still accounts for only 12% of all FTA viewing, onl…

28 Feb 2025 · Media · Brief

Seven and Nine results: Audience gains show power and peril of sport

: SevenWest Media and Nine Entertainment released half year results this week. Focussing on their FTA TV performance, we saw a return to growth in audiences, with BVOD growth more than offsetting declines on traditional broadcast. Sport had a lot to do with these gains. This highlights the importance…

21 Feb 2025 · Media · Brief

Has FTA TV ad revenue found its floor?

: For over a decade, television advertising has been in structural decline, battered by digital disruption and shifting viewer habits. Yet, recent signals—particularly from Seven West Media—hint at a potential stabilisation. As Macquarie analysts suggest, we may be witnessing an "inflection point" wh…

10 Feb 2025 · Media · Brief

Australian Government ramps up support of news publishing

: In December 2024 the Australian Government announced two initiatives designed to support public interest reporting. The first was a new scheme to ensure global social media platforms contribute to local news reporting activities. The second was an enhanced News Media Assistance Program (MAP) to pro…

10 Feb 2025 · Telecom · Brief

DeepSeek’s Disruption – AI, Geopolitics, and Market Shifts

: DeepSeek has disrupted the global AI landscape, demonstrating that high-performance models can be developed at a fraction of the cost of Western alternatives. This breakthrough has triggered a US$1 trillion stock market sell-off, raising critical investment, regulatory, and national security concer…

12 Dec 2024 · Media · Brief

The rise and rise of YouTube

: YouTube’s dominance as a global video platform is reshaping the television and media landscapes in Australia and New Zealand, challenging both FTA TV and subscription VOD services. With over 85% of Australian adults and 90% of New Zealand adults engaging with YouTube monthly, its dual-revenue model…

12 Dec 2024 · Media · Brief

The rise and rise of YouTube

: YouTube’s dominance as a global video platform is reshaping the television and media landscapes in Australia and New Zealand, challenging both FTA TV and subscription VOD services. With over 85% of Australian adults and 90% of New Zealand adults engaging with YouTube monthly, its dual-revenue model…