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VIDEO ON DEMAND News & Analysis

Netflix steals the show but for how long?
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Netflix steals the show but for how long?
What happens when the lockdown ends? The streaming giant may need to get some serious growth in international markets to make up for investor...
Andrew Willis | 29 April 2020
Coronavirus impact: will video streaming get a boost?
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Coronavirus impact: will video streaming get a boost?
Binge-watching in the coronavirus lockdown could boost video streaming services.
Emma Rapaport | 26 March 2020
Sky, Telstra top picks in telco space
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Sky, Telstra top picks in telco space
As the rollout of Australia's National Broadband Network continues, Australian telco companies face stiff headwinds, but some are better positioned...
Glenn Freeman | 10 October 2019
Netflix expects subscriber growth to slow
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Netflix expects subscriber growth to slow
Despite the subscriber numbers beating forecasts for the most recent quarter, Morningstar analysts think the streaming firm is still overvalued.
Morningstar Equity Analysts | 26 April 2019
Apple launches TV app, credit card, subscription services
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Apple launches TV app, credit card, subscription services
Apple has extended its reach in entertainment, financial services, news and videogames, via a suite of services that aim to offset softening sales in...
Dow Jones | 26 March 2019
Challenges mount for new Sky chief
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Challenges mount for new Sky chief
The new boss of Sky Network Television has his work cut out, says Morningstar, as an increase in broadband and more tech-savvy consumers pressure the...
Lex Hall | 28 December 2018
Tick for media merger spurs boost in Nine's fair value
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Tick for media merger spurs boost in Nine's fair value
Morningstar has increased its FVE for the Nine Entertainment Company by 18 per cent, saying it expects the company’s merger with Fairfax Media...
Lex Hall | 19 November 2018
Netflix keeps burning cash
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Netflix keeps burning cash
International subscribers boosted growth, but we still think the firm will have to spend heavily over time to fend off competition.
Morningstar Equity Analysts | 18 October 2018