Monday, August 23, 2021

Week 33 in Telecoms, Internet, Media

CORPORATE

  • Deutsche Telekom: Rumor: OTE to sell 70% stake in Telekom Romania Mobile Communications (TRMC)
  • Vivendi: Canal+ LU to acquire A1now TV from A1 (Telekom Austria)

NETWORKS

  • Ookla Speedtest Global Index (July 2021) global average FBB 108/58 Mb/s, MBB 55/12 Mb/s; FBB: Monaco #1 (257), Sing #2 (256), HK #3 (249), Thai #4 (216), Romania #5 (215), NL #27 (162); MBB: UAE #1 (190), S Korea #2 (189), Qatar #3 (171), China #4 (158), Cyprus #5 (154), NL #13 (101)
  • OpenVault Broadband Insights Report 21Q2 (based on data from SaaS tech): US data: weighted average data consumption 434 GB/mo o/w 405 down and 28 up (+14% yoy, -6% qoq), median usage 274 GB/mo (+23% yoy, -5% qoq), power users (>1 TB/mo) 10.8% (20Q2: 8.7%), extreme power users (>2 TB/mo) 1.5% (20Q2 1.0%); users on >= 100 Mb/s tiers 80%, users on gigabit tiers 10.5% (20Q2: 4.75%), average download speed 231 Mb/s, upload 17 Mb/s; average 4 streaming services/HH, average 25 connected devices/HH; Europe data: weighted average data usage 190 GB/mo, median data usage 95 GB/mo
  • Satellite: AST SpaceMobile 21Q2; plans second prototype spacecraft BlueWalker 3, launch March 2022 on SpaceX; distr deal with MTN Group; plans total 168 sats, average cost per sat $10.0-11.5m; each sat 693 feet^2 (64 m^2)

VIDEO

  • SkyShowtime (50/50 Comcast, ViacomCBS): Plans SVOD launch 2022 in 22 Europe countries: ES, PT, Andorra, Nordics (DK, FI, NO, SE), NL, PL, CEE (Albania, Bosnia & Herzegovina, Bulgaria, Croatia, CZ, HU, Kosovo, Montenegro, North Macedonia, RO, Serbia, Slovakia, Slovenia), 90k HH, to offer premium & original content from Sky Studios, NBCU, Universal Pictures, Peacock, Paramunt+, Showtime, Paramount Pictures, Nickelodeon; to include scripted dramas, kids & family, key franchises, premiere movies, local programming, documentaries/factual content, total >10k hr; complement to recently announced Paramount+ partnership with Sky in UK/IE, IT, DE/CH/AT
  • MGM plans day-an-date (theater & TVOD) release of animated movie Addams Family 2 in US & Canada 211001

REGULATORY


No comments: