Global Radio and the GMG radio purchase
The Competition Commission has provisionally decided that local (but not national) advertisers will suffer if the Global/GMG radio merger is passed and its suggested remedies are for Global to divest stations outside London and the West Midlands or simply unravel the whole transaction.
If these provisional findings are confirmed in May 2013, Global will find itself in the unenviable position of looking for a purchaser or more of radio assets, since the transaction was finalised in June 2012. |
Media, Music and Radio |
February 2013 Access this report
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US recorded music gets some mojo
The US recorded music market (at retail level) touched bottom in 2012 on strong digital sales and adoption of digital subscription services, and will grow in 2013 The industry’s licensing revenues in 2012 were also boosted by much higher performance revenues collected by SoundExchange from digital radio services such as webcaster Pandora and satellite provider Sirius XM The margin enhancing effect of an improved sales mix as the physical to digital transition proceeds to a licensing model is mirrored in the results of Warner Music Group, which also includes a music publishing segment |
Media, Music and Radio, Non-UK Media |
February 2013 Access this report
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BT steps into ESPN's trainers
BT Group’s acquisition of ESPN’s television business in the UK and Ireland marks an important step in cementing BT Sport’s position as the number two premium sports provider from the moment of launch.
The acquisition also raises the stakes, leaving BT with the strategic challenge of what distribution to opt for on the satellite and cable platforms to mitigate the high costs of BT Sport, but without overly sacrificing its USP for strengthening customer retention and building demand for high speed broadband on its own platform. |
Media, TV, Fixed line, Telecoms |
February 2013 Access this report
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Football and the EU: Careful what you wish for
In 2006, the EU Commission forced the Premier League to sell TV rights to at least two separate broadcasters. The explicit purpose was to encourage the return of some matches to free-to-air channels and to stimulate competition, driving down prices and encouraging more people to watch football on TV The regulatory intervention has had none of the intended effects. |
Media, TV |
February 2013 Access this report
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Leveson: the Royal Charter proposal
The Conservatives have put forward their proposal for a system of press regulation set up by a Royal Charter – an unusual constitutional device used here to avoid the need for statute
Their proposal represents a watering down of Lord Justice Leveson’s recommendations in several areas. Questions remain about how independent the resulting regulator would be, and whether the ‘slippery slope’ towards greater regulation is really avoided |
Media |
February 2013 Access this report
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Slides accompanying Media & Telecoms: 2013 & Beyond (part 2)
Slides from the presentations by the following speakers at the Media & Telecoms: 2013 & Beyond conference on 15 January 2013: •Anthony Wood, CEO, Roku •Anne Bouverot, Director General, GSMA •Thomas Hesse, Chief Digital Officer, Bertelsmann |
Media, Mobile, TV, Fixed line, Press, Internet, Telecoms |
February 2013 Access this report
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Media & Telecoms - 2013 & Beyond, part 2
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, Technology, Telecoms |
February 2013 Access this report
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Sky customers, content and technology: Q2 2013 results
Tough economic conditions may have blunted DTH growth in the traditionally strong Christmas quarter, yet the Q2 2013 results show the underlying business to be in good health: highlights including strong multi-product and ARPU growth and impressive cost efficiencies
As a result, Sky has managed to deliver a sharp increase in operating profits, whilst simultaneously building its content strengths and retaining its technology focus on product improvements and innovation |
Media, TV, Fixed line, Telecoms |
February 2013 Access this report
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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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Slides accompanying Media & Telecoms: 2013 & Beyond (part 1)
Slides from the presentations by the following speakers at the Media & Telecoms: 2013 & Beyond conference on 15 January 2013:
•Sir Martin Sorrell, CEO, WPP
•Michael Tobin, CEO, Telecity Group
•Liv Garfield, CEO, Openreach
•Dido Harding, CEO, TalkTalk Group
•Victor Zhang, CEO, Huawei UK & Ireland
•Cindy Rose, Executive Director of Digital Entertainment, Virgin Media |
Media, Mobile, TV, Fixed line, Press, Internet, Music and Radio, Technology, Telecoms |
January 2013 Access this report
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Death of physical media: reports exaggerated
Entertainment software provided on physical disc – CD, DVD, video games – is in terminal decline. Paradoxically, this means that the content industries need to provide more support to the tangible medium, not less. The disc is still a hugely important part of the revenues of the entertainment sector.
Discs provide irreplaceable services. They can be easily bought on impulse, as a gift and for shared use of family and friends. Even dedicated digital buyers still purchase physical discs of the material that has greatest emotional relevance to them. |
Media |
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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Consumer magazines: economic and technological disruption
Persistent, anaemic economic growth continues to constrict all spend on recreation and culture, especially for lower income consumers. Female readers, the bedrock of the magazine industry, will be especially hard hit by government austerity measures, which will begin to bite in 2013
Smartphone and tablet ownership amongst wealthier consumers has already impacted their spend on magazines. The industry can expect further shocks as mobile device penetration grows among older and also lower income demographics |
Media, Press |
January 2013 Access this report
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Facebook finally trials social search
Facebook’s announcement of Graph Search, the company’s first move into socially-powered search which now in beta trial in the US, leaves many details unanswered including full launch and monetisation plans. Reliance on user-generated content from Facebook friends limits the usefulness of Graph Search as a conventional search engine and hence its impact on Google and other web search businesses in the near term. |
Media, Internet |
January 2013 Access this report
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Print media advertising update
Press advertising performed worse than we expected in 2012, with double digit declines both last year and this year now a very real possibility.
Previously resilient areas of the press have weakened. Popular national titles have seen sharp advertising declines, while faltering circulation in celebrity magazines exposes an underlying decline in demand. |
Media, Press |
January 2013 Access this report
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YouTube’s Original Channels venture
YouTube continues to evolve away from user-generated content with the expansion of its native Original Channels initiative in the US, Europe and Japan
Professional and semi-professional content is key to increasing YouTube’s sellable video inventory, raising advertising yield and attracting brand advertisers
Whilst YouTube is the leading global distribution platform for professional short-form video, it poses little immediate threat to TV viewing or revenues |
Media, TV, Internet |
January 2013 Access this report
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The Leveson Report: entering the mire
On 29 November, the Leveson Inquiry into the culture, practices and ethics of the press finally issued its report. Its verdicts on the conduct of the press, politicians and police were less severe than expected.
The three main political parties have accepted most of the report’s recommendations, but have disagreed over the use of statute. As expected, the Conservatives are against, while Labour and the Lib Dems are in favour. |
Media, Press |
December 2012 Access this report
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Pre-Christmas mobile platforms update
Smartphones and tablets running iOS and Android will outsell PCs by more than 2:1 in 2012. There will be 1bn of these devices in use by the end of the year, compared to around 1.5-1.6bn
PCs The hardware business continues to polarise, with Samsung and Apple dominating revenue and revenue growth and most other branded manufactures looking distinctly sub-scale. Samsung and Apple are using their scale to cement their position |
Media, Mobile, Technology, Telecoms |
December 2012 Access this report
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UK local media: a holy grail?
This report explores and quantifies expenditure in the local media landscape. Flat disposable income and the rise in e-commerce continue to force many retailers from the high street, though we argue first-rate small and medium enterprises (SMEs) have the opportunity to grow share of the local market, despite these pressures |
Media, Press, Internet |
December 2012 Access this report
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TV advertising forecasts: 2012 - 2017
2012 has been a year of two halves, with TV NAR up by 2-3% in H1, plus the feel good factor of the Diamond Jubilee and London Olympics, but down by 1-1.5% across the full year as economic conditions have worsened in H2 2013 and 2014 promise to be especially taxing times with significant downside risks due to weakness in the economy, the squeeze on consumer disposable income and beginnings of real fiscal austerity On the upside, we expect negative structural pressures, caused by increases in CI delivery and online growth, to subside and conditions to improve from 2015 |
Media, TV |
November 2012 Access this report
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