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Public Policy

To download any of our reports on public policy please click on the links below:

Brexit dismal media outlook

Brexit risks for the creative industries

 

Public Service Broadcasting

Enders Analysis is a firm believer in strong public service broadcasting which boosts the entire UK creative industry and is consumed by almost everyone. We have published a number of reports covering the BBC and Channel 4 over the last few months. To download any of our Channel 4 reports please click on the links below:

Channel 4 viewing trends

Channel 4 market impact

Channel 4: sustainability and privatisation

Latest reports More

  • BT
  • Sky
  • TalkTalk
  • Virgin Media
  • Fixed Line
  • Telecoms

UK residential communications market revenue growth was broadly unchanged at 5% in Q2, despite volume growth continuing to slow across all products, with pricing and fibre adoption helping to boost ARPU

The combination of weakening market growth and an accelerating Virgin Media (on the back of its Project Lightning network extension) is putting pressure on the other operators, all of which were weak in subscriber terms

These factors bode for a competitive Q3 with the major operators offering very aggressive promotions in the battle for subscribers at the start of the football season. Underlying pricing though looks firm with price rises already implemented, scheduled or expected in Q4

  • Yahoo
  • Non-UK Media
  • Non-UK Telecoms
  • Internet
  • Media
  • Mobile
  • Non UK Media
  • Telecoms

To diversify revenue in a saturated US mobile market, telecoms giant Verizon Communications followed an earlier merger with AOL by acquiring Yahoo for $4.8 billion

The combined online ad platforms are likely to become the most viable contender for third place in the US, after Google and Facebook

Verizon’s mobile subscriber data could narrow the market leaders’ targeting and measurement advantage, but regulation and customer reception pose risks

  • BBC
  • BT
  • Channel 4
  • ITV
  • Netflix
  • Ofcom
  • Sky
  • TalkTalk
  • Virgin Media
  • Media
  • Non UK Media
  • UK Media

Cord-cutting has become a major headache for US pay-TV operators in the last three years, while cable network channels face further erosion due to cord-shaving and we now see a rapidly growing population of cord-nevering households that have never taken a pay-TV subscription  

Should we expect it to be only a matter of time for the UK to follow the US? The short answer is no, due to major differences in the pay-TV market infrastructures of the two countries, which leave the UK much less exposed

However, downward pressures from the online space do exist in both countries, while the big cord-cutting-shaving-nevering threat we now see in the UK has most of all to do with the chill Brexit winds on the economy

  • Virgin Media
  • Fixed Line
  • Telecoms

Virgin Media had its strongest June quarter since 2008 with 43k broadband net adds (31% of market net adds), of which Project Lightning contributed less than half. Current momentum remains largely dual play with continuing, though stable, net losses in the TV base

Content investments, and an upgraded UI and STB will be at the centre of TV promotions as refreshed triple play bundles are launched towards the end of the year in a bid to reinvigorate premium pay TV competition. In a saturated premium pay TV market, base stabilisation should be the near term target

Pressure on revenue growth from price increase mechanics, discounting, one-offs and other factors are set to ease from next quarter, in tandem with increased Project Lightning contributions. As we enter the football season, attention turns to wholesale content costs following a record breaking rights auction last year

  • Amazon
  • Google
  • Media
  • Technology
  • Telecoms

Amazon will test three possible features of their drone delivery system in the UK, which could make this novel shipping solution for small packages viable

When it launches, Prime Air will be limited to a catchment area of 2.3 million homes in the UK, with further exclusions for no-go areas for drones like airports and urban areas

Prime Air’s UK pilot will help the Civil Aviation Authority (CAA) craft the rules for future drone delivery by retailers

  • Facebook
  • Google
  • Media

The Bank’s monetary stimulus will help restore confidence and smooth the economy’s post-referendum transition

If the Bank is right, the economy will avoid a recession and bounce back in Q2 2017

An advertising recession in 2017 still looks likely until the consumer gets his wind back and a growth path emerges