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Nervous times at Sky Deutschland

Shares at Sky Deutschland are down dramatically over the past month, and there was a further sudden drop on January 22nd (from €7.18 to €6.91) adding to shareholder anxieties and which have seen Sky Deutschland’s price tumble from $8.14 just before the Christmas holiday by €1.25.   The news prompted Patrick Wellington and his media team […]

January 23, 2014By Chris Forrester

Russian media: “Expect high returns”

Russian publicly-listed broadcasters (and web-providers) do not get that much comment in the ‘West’, but a major 80-page report from investment banker Morgan Stanley for clients says they expect Russian media sector to again “outperform” in 2014. “Russian media generates high returns and margins. This is due to normal structural drivers such as rising Internet […]

January 21, 2014

My enemy’s enemy is my friend?

What do companies do when they are very powerful in a particular field but that power becomes threatened because technology means the battleground shifts to an area where they are weak? You can’t organically become strong in a new sector quickly enough to avert the danger. You can’t even do with it with lots of […]

January 20, 2014

No Sky Europe just yet, but what about Sky Global?

Credit Suisse, in a report to clients, suggests that while the English Premier League contracts are still up in the air the market can relax about any prospects of a ‘super-merger’ between BSkyB, Sky Deutschland and Sky Italia. The original thought came from a report from UBS a few days ago. Indeed, the Credit Suisse […]

January 17, 2014

Satellite M&A expected in 2014

The London stock exchange has seen a dramatic improvement in the share price of BSkyB over the past few days (up 33p on Jan 14 to £8.71) as speculation mounts that Rupert Murdoch might be planning another method of consolidating 21st Century Fox’s stake into either a ‘Sky Europe’ or perhaps seeing a merger between […]

January 16, 2014

BSkyB: How much for Premier League rights?

Asked what are the three most important offerings of any pay-TV company and the response is usually, 1, premium sport, 2, premium sport and 3, premium sport. And the costs of supplying that premium content is the current headache for BSkyB faced with an extremely deep-pocketed challenger in the shape of BT Sport. The cash […]

January 14, 2014By Chris Forrester

Ultra-HD: “The chicken & egg are leaving now”

While there was much debate at CES about new Ultra-HD display products being magnificent, and that prices were steadily falling, there was also debate as to the missing programming and content leaving consumers with a ‘what comes first question: The chicken or the eEgg’? However, one continued strong supporter of Ultra-HD told delegates at a […]

January 13, 2014

Thai digital TV auction staggers regulator

It seems TV in Thailand is even more valuable than cellular licences. The December 25th auction of 24 new digital TV licences raised a staggering $1.55 billion, which was greater than that raised by a 3G telecoms licence in October 2012. The 20 successful bidders paid Thai Baht 50.62 billion, while the 3G licence went […]

January 2, 2014

Mediaset ‘merger’ plans examined

On December 19th Advanced-Television reported on a merger scheme between Italy’s Mediaset and its 43 per cent-owned Spanish Mediaset España operation. In particular the plan, if effected, would see merged Mediaset’s Italian ‘Premium’ business which operates via DTT and OTT, and its Spanish Digital + division which operates via satellite, cable and IPTV. Mediaset said […]

December 20, 2013

Coup for SES in RAI deal

SES has won a contract from Italian public broadcaster RAI to carry 4 of its HD channels on an Astra satellite from the SES ‘hot spot’ at 19. 2 degrees East. The deal is somewhat unexpected given that the channels are already available from arch-rival Eutelsat as part of its TivùSat ‘free-to-view platform. SES CCO […]

December 19, 2013