Media & Telecoms: 2013 & Beyond (part 1)
Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 15 January 2013. The event featured talks by 14 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette. |
Media, Mobile, TV, Fixed line, Press, Internet, Music and Radio, Technology, Telecoms |
January 2013 Access this report
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The rise of connected viewing
The development of the Digital Britain infrastructure, introduction of tablets, increasing connectivity of TV sets and launch of on demand OTT services over the internet have greatly intensified interest in connected viewing and its impact on the traditional broadcast model No single source of audience measurement for viewing of long- and short- form video content across all screens yet exists, though current market data suggest that connected viewing occupies a c. |
Media, TV |
January 2013 Access this report
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TV, non-linear and disruption
The linear TV broadcast industry has kept its oligopolistic structure remarkably intact over the last 50 years against a background of much technological innovation and re-regulation, but now faces a new wave of innovation that promises growth of non-linear at the expense of linear True disruption can only occur by solving the device challenge of developing on a mass scale new, compelling and innovative ways to access content, but so far non-linear has achieved a very small share of total viewing while linear viewing levels are as high as ever Although non-linear viewing may become substa |
Media, TV, Internet, Technology |
October 2012 Access this report
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London 2012 Games: the importance of being live
The broadcast and online success of the London Olympics and Paralympics, though never in doubt, was beyond expectations.
Despite the large growth in mobile devices and rise in social media, audience data underlined the importance of live viewing on the TV set in the living room.
Although commercial audiences (other than Channel 4) took a battering, the Olympics/Paralympics was a blip and unlikely to harm budgets across the full year or have significant knock-on consequences in 2013. |
Media, TV |
September 2012 Access this report
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YouView: better late than never
YouView, the hybrid DTT/IPTV service backed by the public service broadcasters, is here, but with an initial retail box price of £300 it will be heavily dependent on the subsidies offered by ISP distributors BT and TalkTalk The TV market has evolved since YouView’s conception in 2008, with many other internet-enabled options now available; its managed and integrated approach gives it some advantages but doesn’t make it a ‘must have’ We expect YouView to mainly appeal to Freeview and BT Vision upgraders and project take-up between 1-3 million TV homes by 2015, though if the product improve |
Media, TV, Internet, Technology |
July 2012 Access this report
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London Olympics win-win for free and pay TV
The London Olympics promise to be a major success for both the free-to-air broadcast licensees and the leading pay-TV platforms as a result of co-operative deals being forged between them
Recent distribution agreements with Sky provide the BBC and Eurosport with a massively bigger window to showcase their credentials in in-depth sports coverage and new technologies, especially 3D |
Media, TV |
April 2012 Access this report
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Netflix faces uphill battle in the UK
The launch of Netflix in the UK and Ireland has ignited the debate on the threat from over-the-top video to pay-TV services from Sky, Virgin Media and BT
Unlike in the US, Netflix’s UK prospects and those of competitors such as Lovefilm, are fundamentally limited, given the availability of low priced pay-TV with strong on-demand components included for free
The impact of Netflix on the UK pay-TV industry is therefore likely to be even smaller than the (hard to discern) effect it has had in the US |
Media, TV, Internet, Technology |
January 2012 Access this report
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UK consumer magazines: the digital dimension
This second report on UK consumer magazines considers the strategic positioning of leading publishers in terms of their print portfolio and the digital opportunities. We believe further consolidation print assets is inevitable during the next few years. Additionally, publishers are launching fewer, or at least generally smaller products, and a widespread shift to a subscription model remains a distant prospect for most publishers. |
Media, Press |
October 2011 Access this report
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Google TV in the UK: friends with few benefits
Nearly a year after rolling out Google TV in the US, Google has confirmed plans to launch its ‘smart TV’ operating platform in Europe and the UK by early 2012
To date, Google TV in the US has been a disappointment, with little broadcaster support and, until recently, expensive devices, resulting in low adoption
The content issue is likely to dog Google TV, both here and in other European markets; access to key broadcaster TV and video programming will be a major challenge |
Media, TV, Internet, Technology |
September 2011 Access this report
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BBC Worldwide magazine portfolio
BBCW is selling its portfolio of magazines. This is the first major disposal of the UK magazine marketplace since Emap sold its consumer magazines division to Bauer in December 2007, valuing the portfolio at 1.8x pro forma revenue, but we expect a lower valuation given the downgrading of the magazine marketplace |
Media, Press |
December 2010 Access this report
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Ofcom gives YouView clearance
Ofcom’s decision not to investigate Project Canvas under the Competition Act removes one more regulatory obstacle to the launch of the broadband connected TV service with the brand name YouView
It looks increasingly as if the YouView launch will experience further delay, with autumn 2011 looking steadily more likely as disputes continue over the satisfactoriness of the technical specifications released by YouView for meeting manufacturer needs |
Media, TV, Fixed line, Internet, Technology, Telecoms |
October 2010 Access this report
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Magazine sector update: tough times
UK consumer magazines continue to be squeezed by every consumption, technology and market trend, yet we believe the sector, while rebasing in scale, continues to offer unique attributes as a media experience for consumers and marketers
Circulations are falling, and in the context of digital media usage leading titles in each magazine genre are not just typically gaining market share, but emerging as the only ‘must have’ brand for consumers and advertisers |
Media, Press |
July 2010 Access this report
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Project Canvas and the future of television
Subject to BBC Trust approval, Canvas looks almost certain to launch in spring 2011 after the OFT decided that it did not have the jurisdiction to review Canvas under the merger provisions of the Enterprise Act 2002. The OFT decision does not rule out complaints on other grounds, but the chances of persuading the regulators look very small |
Media, TV, Fixed line, Internet, Telecoms |
June 2010 Access this report
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Commercial radio update: pressure continues
This report updates our coverage of the commercial radio sector. In Q1 2010, RAJAR data showed that the average number of hours listened per listener and the total number of hours listened, across both the commercial sector and the BBC, fell by 2.7% and 1.2% respectively compared to Q1 2009. This continues the long term trend of gradual consumption decline we have highlighted in the past. Another consistent trend is the relative robustness of listening to BBC radio, whilst the brunt of the decline is borne by the commercial sector |
Media, Music and Radio |
May 2010 Access this report
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Election winners and losers: revisited
A hung Parliament now appears the most likely outcome of the UK general election on 6 May, giving the Liberal Democrats influence, in terms of votes and seats, over the next government
Because the Lib Dems are ideologically closer to Labour than to the Conservatives, we anticipate their influence will favour the policy and regulatory status quo in media and telecommunications in relation to the proposals made by the Conservatives |
Media |
April 2010 Access this report
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Winners and losers of the May 2010 general election
The outlook for ad-supported UK media businesses is brighter in the short term than in the medium term, irrespective of who wins the election, since fiscal tightening is inevitable early in the next parliament
We expect the Conservatives, should they win, to favour commercial media (Sky, ITV) over the BBC in general and in particular in the upcoming negotiations on the licence fee settlement post 2013
Super-fast broadband networks enjoy cross-party support, but Labour’s 50 pence landline tax was blocked by the Conservatives, who prefer to use a sm
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Media |
April 2010 Access this report
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Challenging future for internet TV aggregators
Hulu’s postponed UK launch, and the inability of SeeSaw and MSN to get carriage deals with the BBC and ITV, underscore the difficulty for internet TV aggregators of acquiring mainstream content
In-stream video advertising is nascent – we estimate it was worth just over 1% of UK TV ad spend last year – giving major channel operators/rights holders little incentive to syndicate their programming to online services
The future for ad-funded internet aggregators continues to look highly challenging, aside from YouTube, due to its audience scale and Google’s deep pockets |
Media, TV, Internet |
March 2010 Access this report
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Canvas gets BBC Trust provisional approval
The BBC Trust has given its provisional approval to the BBC Executive’s proposals for Project Canvas, the JV between the BBC and five partners that aims to enable DTT homes with broadband connections to access IPTV content on their TV sets
Canvas promises to enrich greatly the DTT platform; however, it is likely to encounter fierce opposition during the coming consultation from equipment manufacturers and the pay-TV platform operators, Sky and Virgin Media, especially in relation to its attempts to prescribe the user experience (UX) |
Media, TV, Internet |
December 2009 Access this report
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Canvas “drive digital Britain”
The BBC Executive has fleshed out many details of Project Canvas in response to questions raised by the BBC Trust: Canvas being the proposed joint venture between the BBC, BT, ITV and Five that aims to solve the challenge of realising the seamless convergence of linear broadcast TV and internet video to the TV screen in the living room |
Media, TV, Internet |
July 2009 Access this report
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Canvas offers future path for 'Free TV'
Project Canvas is the BBC/ITV/BT backed proposal for next generation Freeview and Freesat services that embraces IPTV reception, new EPG, home storage and HDTV applications
Setting up Canvas as a not-for-profit consortium and making it non-exclusive to content providers should avoid the competition issues which killed Kangaroo, but many questions remain and technical and regulatory delays could push back the launch to 2011 |
Media, TV, Internet |
February 2009 Access this report
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