Homepage

Enders Analysis provides a subscription research service covering the media, entertainment, mobile and fixed telecommunications industries in Europe, with a special focus on new technologies and media.

Our research is independent and evidence-based, covering all sides of the market: consumers, leading companies, industry trends, forecasts and public policy & regulation. A complete list of our research can be found here.

 

Rigorous Fearless Independent

Douglas McCabe, a media analyst, said in a report this year that publishers were losing money as their content was “used but not rewarded”, adding: “Many publishers have used their websites to replicate the article format but the website itself is no longer the primary destination for consumers as it struggles to meet expectations, while AI erodes monetisation.”

Karen Egan, head of telecoms at Enders Analysis, said Bharti had invested in BT “not just because they see it as a sound investment story but because they feel that they have something to contribute”. 

“I think that their vision for BT is aligned with that of the BT management, although Bharti are likely to be inclined to move more aggressively on several fronts — from digitisation of the organisation to targeted pricing initiatives,” she added.

 

Yet my hesitation grows as a cursory media search shows me reports that G.Network is indebted and may be up for sale. Enders, the research firm, calculates that altnets are collectively carrying more than £7 billion of net debt, with some facing higher interest bills than they make in revenue. 

Regulator Ofcom offers consumer protection should any fail. Ultimately, I, like other users, want robust and reliable connectivity plus good customer service. For now, and for most households, the speeds from part-fibre are entirely sufficient, according to Enders.

 

Karen Egan, head of telecoms at Enders Analysis, said that in the past the only way to keep up with the rapid development in mobile technology was to buy a new phone. “But now new models are just an evolution of the previous one rather than introducing revolutionary change.”

She said that with better battery lives and software updates older phones can do many of the same things as the latest models and “people are happy to hold on to them for longer especially with the cost of living crisis continuing to bite”.

She agreed with Ives that the average replacement cycle in the UK had doubled since 2020 from just over two years to about four years. “People need to feel they are missing out on new features in order to get them to upgrade.”

“At the very top, people are still upgrading,” Egan said. “They’re the people that are still on the contracts with a free upgrade every two years. They’re similar to the people who lease cars and get a refresh every few years.”

The PSBs’ ability to fulfil their public service objectives is becoming compromised by declining TV audiences, mainly due to the rise of online platforms and the decline in funding levels.

Part of the solution lies in collaboration between the PSBs themselves, potentially through shared tech stacks across players.

Collaboration with third-party online platforms is also required. The Media Act is introducing prominence requirements for connected TVs, but extending this regulatory regime to video-sharing and AI platforms needs much more developed thought to clearly articulate its aims and begin to iron out its practical challenges.

“This momentum with creators is something Snap can build on to make advertisers excited about the platform again,” said Jamie MacEwan, senior research analyst at Enders Analysis. “Getting noticed above the noise is key as Snap relies on a relatively small number of advertisers, so even a handful deciding to divert that spend elsewhere is a problem, but that also means Snap has an opportunity to swing back into a strong position.”