Channel Four 2008 annual report: bridging the funding gap
Channel 4 broke even in 2008 despite a 5% fall in total TV NAR (net advertising revenues), through a combination of outperforming the market and £25 million in programme budget cuts. Its annual report also underlined its credentials as the alternative PSB voice, based on market research conducted over the year |
Media, TV |
May 2009 Access this report
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Classified Advertising in Print and Online
The UK newspaper industry is being engulfed by a 'perfect storm'. Overall advertising has been in a cyclical downturn since mid-2005, and public sector recruitment in particular has been weak, while readers desert newspapers (even free ones) for the internet, to which they are drawing spend on classified and display advertising. We view classified advertising in print media as being in permanent decline, anticipating an overall drop from £4 billion in 2006 to £3.5 billion by 2011 |
Media, Press, Internet |
November 2006 Access this report
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Classified advertising in the UK
This presentation expands on our report on Classified Advertising in Print and Online [2006-58], by examining the online classified market segments of recruitment, property and automotive, and their likely development to 2011. We anticipate the value of the UK classifieds market could be worth about £5.5 billion in 2011, compared to about £4.5 billion in 2006. We however expect exponential growth in online classified ad volumes, placing pressure on prices of all classifieds. Although disruptive effects on the classified supply chain are anticipated (e.g. |
Media, Press, Internet |
June 2007 Access this report
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Clear Channel – designs on global radio?
Encouraged by the way that Google has come to dominate the global market for online search advertising, Clear Channel and its rival CBS Radio are now eyeing the potential to dominate the global market for online radio advertising, and fend off Google. |
Media, Internet, Music and Radio |
September 2008 Access this report
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Clear horizon for Sky Deutschland
Sky Deutschland is reaping the benefits of its re-launch using BSkyB’s model, with an improving content offering and quality of user experience, plus a favourable environment for household consumption in Germany.2012 results came in very close to our forecasts and we predict that Sky Deutschland will break even at EBITDA level in 2013 and turn cash flow positive in 2015. |
Media, TV, Fixed line, Telecoms |
March 2013 Access this report
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Climate change: M&S goes for Plan A
Marks & Spencer’s plan to make itself the world’s most 'sustainable' retailer is an extremely ambitious proposal to make the company carbon neutral, reduce its own landfill waste to zero, and change its supply chain to improve its position as an ethical retailer |
Media |
January 2007 Access this report
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Comcast/Disney: The Strategy Examined
Although the prospect of a successful Comcast bid for Disney has receded almost completely, we expect it to come back. The strategic imperative for Comcast to integrate with a leading content producer remains acute. It confronts a reinvigorated and very aggressive competitor in DirecTV. Satellite is rapidly draining high ARPU pay-TV subscribers from the cable companies. Increased expenditure on programming, services and marketing are the only responses possible to combat the erosion. |
Media |
March 2004 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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Commercial radio: growth ambitions quashed by economic realities
Commercial radio trade association launches new R.A.D.I.O. plan to achieve 20% revenue growth, increased share of listening and migration to digital platforms by 2011 |
Media, Music and Radio |
March 2007 Access this report
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Commercial radio: out of tune with London
The three most listened to radio stations in London all belong to the BBC, for the first time since commercial radio started in 1973 |
Media, Music and Radio |
May 2007 Access this report
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Competition Commission CRR announcement imminent
The impending Competition Commission announcement of its provisional decision concerning the Contract Rights Renewal (CRR) remedy is expected to make little change beyond extending CRR to cover variants of ITV1, such as ITV1 +1 and ITV1 HD |
Media, TV |
September 2009 Access this report
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Competition Commission view about the Sky stake in ITV
BSkyB’s 17.9% shareholding in ITV is likely to lead to a substantial lessening of competition in the all-TV market, according to the provisional findings of the Competition Commission (CC) investigation announced on 2nd October 2007 |
Media, TV |
October 2007 Access this report
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Competition concerns for the TNS-GfK merger
We expect the TNS-GfK merger proposal to be examined closely by the European Commission, and anticipate competition concerns to be raised in the market for television audience measurement (TAM) |
Media |
June 2008 Access this report
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Competitive pressures on the press: presentation to the Leveson Inquiry
In the context of his Inquiry, Lord Leveson invited Claire Enders, as “one of the UK’s foremost media business analysts”, to kick off the seminar series on the 6 October with a synoptic presentation on “Competitive pressures on the press”. The Inquiry is interested in understanding the market economics of the mainstream media, including the impact of technology
This presentation brings together our existing work on the newspaper and consumer magazines industry, with an emphasis on the former, highlighting the challenges to the print media of the internet |
Media, Press, Internet |
October 2011 Access this report
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Conservative proposals to tackle CRR
The proposal by the Conservatives to remove or to moderate Contract Rights Renewal if elected would put ministers back into the thick of competition issues
The Conservatives strongly supported the move to make the competition authorities independent of government in Enterprise Act 2002, and should this stance be reconsidered, the regulatory landscape for business would acquire a political dimension, to the detriment of UK business generally |
Media, TV |
March 2010 Access this report
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Consolidation in Media Buying
The last three years have seen huge concentration in the marketing services industry. One source suggests that 56% of the world’s advertising billings now pass through just seven buying groups, up from 32% in 1999. Though the advertising recession in major economies shows little sign of abating, the major groups continue to grow by acquisition, often financed by debt. At the same time, media planning and media buying have moved to the centre of these groups after a century of being little more than a clerical activity at the periphery of their business. |
Media |
September 2002 Access this report
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Consolidation in UK commercial radio – positioning for a digital future
Global Radio’s acquisition of GMG Radio has cemented its dominant position in the commercial radio sector, giving it a 51% share of revenues and a 47% share of listening.
If approved by the Competition Commission, the deal will allow Global to extend the Heart brand to the North of England and Scotland, helping to establish a stable listener base ahead of the digital switchover.
We believe there is scope for further consolidation, which is likely to focus around Planet Rock and Absolute Radio – two groups that are leading the way on digital platforms. |
Media, Music and Radio |
October 2012 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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Consumer Payment Companies
In this short note Chris Goodall looks at consumer payment technologies. He says that the banks and credit card companies are under no immediate threat from new technologies. Do not be confused by the wizard new technologies coming out of Nokia; technical advances are not going to change payment systems much in the next five years. Rather, he suggests, observers should focus on three interesting companies which use low technology solutions to solve particular payments problems. These companies support, rather than undermine, existing players in the consumer payments industry. |
Media, Telecoms |
October 2001 Access this report
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Contracts Rights Renewal
The Competition Commission inquiry into the proposed merger of Carlton and Granada imposed a remedy called Contracts Rights Renewal. Ofcom devised the details. We conducted a series of interviews to determine the likely effect of these new rules. |
Media |
December 2003 Access this report
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