VOC 0.00% $5.49 vocus group limited

This is a good sign for us, VOD increases demand for bandwidth,...

  1. 6,633 Posts.
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    This is a good sign for us, VOD increases demand for bandwidth, and could be one of the reasons more people are going NBN50, where margins are a little better.
    The target demographic for iPrimus is probably well suited for VOD, i think we could see some good numbers since the relaunch, and success with the dual brand strategy.

    Its also significant in that its good competition for the bundled content provided by Optus and Telstra.

    "The Australian Subscription Video on Demand (SVOD) services market continues to grow strongly reaching 9.1 million subscriptions at the end of June 2018, a year-on-year increase of 54 per cent, according to new research from emerging technology analyst firm Telsyte.
    Over the same period, SVOD revenues in Australia grew substantially (up 90 per cent) reaching over $700m at the end of the 2018 financial year.
    ...
    In total, Telsyte estimates 43 per cent of Australian households subscribed to SVOD services at the end of June 2018, an increase from around 30 per cent a year ago. This compares to around 70 per cent in the USA and 60 per cent in the UK, showing the growth opportunity within the next few years."


    https://www.telsyte.com.au/announce...ans-insatiable-appetite-for-streaming-content
 
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