Enders Analysis
Search
Reports Focusing on Telecommunications, Media and Technology - Research, Analysis and Advice  
   
Enders Analysis has an enviable history of predictions. Find out more
Download Acrobat Reader
 
Copyright Privacy

The current list of research subscribers includes:

Advertising/Marketing

  • Publicis
  • WCRS
  • WPP

Film/Television/Music

  • Arqiva
  • BBC
  • BSkyB
  • Canal +
  • Channel 4
  • Digital UK
  • EMI
  • Five
  • Freesat
  • Freeview
  • ITV
  • LOVEFiLM.com
  • Ludorum
  • MTV Networks
  • NBC Universal International
  • PRS for Music 
  • Rai
  • Red Bee Media
  • Sony Pictures Entertainment
  • stv Group
  • Turner Broadcasting
  • UKTV
  • Universal Music Group
  • UTV Media
  • Virgin Media
  • Vivendi
  • Walt Disney Company
  • Warner Bros. Entertainment UK

Funds

  • Aberdeen Asset Managers
  • Alliance Trust
  • Baillie Gifford
  • Capital Group
  • Cedar Rock Capital
  • F&C Asset Management
  • Fidelity
  • Highfields Capital Management
  • Loch Capital Management
  • Martin Currie Investment Management
  • Morgan Stanley Investment Management
  • Odey Asset Management 
  • Tiger Europe
  • USS

Internet

  • AOL Europe
  • Google Europe
  • Microsoft
  • Sling Media 
  • Yahoo! Europe

Investment Banks

  • Allen & Co
  • BNP Paribas
  • Citigroup
  • J P Morgan Cazenove 
  • Jefferies International
  • N.M. Rothschild

Press/Radio

  • Archant
  • Bauer Media
  • D C Thomson
  • DMGT
  • Guardian Media Group
  • Hachette Filipacchi (UK) Ltd
  • Haymarket Media Group
  • Iliffe News & Media
  • Johnston Press
  • National Magazine Company
  • Newbury News
  • Pearson
  • RadioCentre
  • Telegraph Media Group
  • Trinity Mirror  
  • Yell Group

Private Equity/Venture Capital

  • Apax Partners
  • Bain Capital
  • Cinven
  • Doughty Hanson
  • Exponent Private Equity
  • KKR
  • Permira Advisors
  • Providence Equity
  • Usaha Tegas 
  • Warburg Pincus

Professional Services

  • Accenture
  • The Boston Consulting Group
  • Capgemini
  • Deloitte Consulting
  • Detica
  • KPMG
  • McKinsey & Co
  • OC&C Strategy Consultants
  • PricewaterhouseCoopers
  • Steria

Public Sector

  • BIS (Department for Business, Innovation & Skills)
  • DCMS (Department for Culture, Media & Sport)
  • European Commission
  • Invest Northern Ireland
  • Ofcom

Retail

  • Carphone Warehouse
  • Comet Group
  • HMV 
  • Post Office

Telecoms Equipment

  • Alcatel-Lucent
  • Cisco
  • Huawei
  • Nokia
  • Qualcomm

Telecoms Operators

  • BT
  • Emtel
  • Everything Everywhere
  • FT-Orange
  • H3G UK 
  • Iliad
  • O2  
  • SFR
  • TalkTalk Group
  • Tesco Telecoms
  • Virgin Mobile
  • Vodafone
  • Vonage UK

 
 
 
News
 
The Financial Times

In an article which revealed an upturn in UK regional newspaper property advertising (Johnston buoyed by property ads), the Financial Times quoted an optimistic Johnston Press which predicted that the "total advertising revenues [should] fall less than 3 per cent in the third quarter of 2010, compared with a nadir of 32.7 per cent declines in the depth of the recession last year".

Douglas McCabe was asked for his view. He said: “It’s hard to share Johnston’s optimism that job or property advertising are going to improve or even stay flat in the next year.”
 

http://www.ft.com/cms/s/0/ec5cba7a-b04f-11df-939d-00144feabdc0.html
25 Aug 2010
 
The Financial Times

In an interview with Gavin Patterson, Chief Executive of BT Retail (Sleeping giant wakes up to technology), the Financial Times observed that BT Vision "has not tackled its rivals impressively since launching in 2006. With fewer than 500,000 subscribers, it missed its initial target of 2m-3m".  The article also revealed that BT's average revenues per broadband customer were declining in the company’s first quarter, due to discounting.

Ian Watt was asked for his view. He estimated that BT will need 2m customers to match Sky’s cost base and see the real benefits start to flow.


http://www.ft.com/cms/s/0/9e987b64-a963-11df-a6f2-00144feabdc0.html

16 Aug 2010
 
The Independent

Speculating on the future of Channel Five following its acquisition by Richard Desmond (Knives at Five: Can Richard Desmond rescue his new channel?), the Independent observed: "all eyes are on his next move, as he sets about building a business that he wants to "go toe-to-toe with the biggest players in the TV world".

Claire Enders was asked for her view. She said when the deal closed that his edge was in the "free publicity" from his publications. "He will build the buzz and the glamour in the publications, which is something the channel has been sorely lacking." 

12 Aug 2010
 
More ...