Enders News

BBC 3 May 2016

Tom Harrington was quoted in an article on Vimeo acquisition of a streaming start-up VHX. Tom said subscription services offered a “superior” experience for consumers, adding that, "there's some great stuff on YouTube but there are hundreds of millions of hours of rubbish as well". He said "in terms of connecting to your intended audience, without distraction, an off-the-shelf streaming service would be superior. But, given that Vimeo has spent over a decade concentrating on creating a name and reputation synonymous with quality, the provision of white-label services seems a choice contrary to its business so far".

Variety 3 May 2016

Claire Enders was quoted in an article on the UK entertainment industry and the economic effect of Britain exiting the EU. Claire estimated that the amount of direct U.S. investment in British companies since 2010 sits at £10 billion to £15 billion ($14.4 billion to $21.5 billion). But, if the UK companies lose some of the market advantages inherent in being an EU member the economic effect looms large. Claire said “The U.K. is the base outside of the U.S. for the global marketing and advertising industries, so, in the short term, if Brexit happens, there is no doubt that there would be a two-year shock to the economy that would result in a drop in GDP of 1%-3% in the first few years.” This would have a direct impact on broadcasters’ income.

City A.M 28 April 2016

Toby Syfret was quoted in an article on potential suitors for Channel 4, as government is currently considering selling off Channel 4, which is privately funded but publicly owned. Toby tipped Discovery and NBC in US, as well as France’s RTL in Europe, as potential buyers.

Yahoo TV 28 April 2016

Francois Godard was quoted in an article on the deal between Wild Bunch TV and Zive, the newly launched VOD service of SFR Play, part of Patrick Drahi’s Altice Group. Francois commented Altice position and the 2015 results, which are showing a drop in Numericable-SFR revenues but a first uptick in mobile customer at SFR, since Drahi took over. However, Francois said that Altice is still weak on “marketing, content and customer experience”.

The Financial Times 28 April 2016

Claire Enders was quoted in an article on Alan Rusbridger, the former editor-in-chief of The Guardian, and on the accumulated losses of its publishing since 2007. Claire said “Alan took the lead all the way along on its digital transition, and made predictions with blithe insouciance and naivety”, adding that, “his revenue forecasting record is abysmal".

BBC 26 April 2016

Tom Harrington was quoted in an article on the launch of Fullscreen own subscription video platform to rival YouTube’s offering. Tom said “Fullscreen has an umbrella of big name channels on YouTube, but the brand itself is not particularly well known”, adding that "they have some decent looking original programming planned, but these services live and die on their back catalogue, and old episodes of Dawson's Creek will only get you so far”.

The Financial Times 25 April 2016

Claire Enders was quoted in an article on Jeremy Darroch, Sky’s chief Executive, who will take Sky’s targeted advertising system tested in the UK to a wider European market. Claire has known Jeremy Darroch since he became Sky’s chief financial officer in 2004. Succeeding James Murdoch as CEO “ensured continuity of strategy”, since when, “every innovation he has introduced — apart from 3D — has made a positive impact on profits”. She added that he has also changed the Sky brand: “Its customer care approach is so thoughtful that Sky has overcome a lot of the original constraints on the brand that came from it being driven by sports rights.”

The Financial Times 20 April 2016

Toby Syfret was quoted in an article on the streaming battle between Netflix and Amazon. Toby said “Netflix has to move quickly along its tightrope to stay ahead of the growing chasing pack of other online subscription video on demand services”. Toby and Alex Fenton wrote in a recent note. “The question is whether it can get to the end and reach the promised land without falling on the way.”

Press Reader 12 April 2016

Thomas Caldecott was quoted in an article on the Daily Mail consideration of buying parts of Yahoo Inc., and its focus on the U.S. market. Thomas comment saying that “it is a reflection of [the Daily Mail’s] scale of ambition”, adding that “the U.S. is the market where it has the most success so far. It is also where there is the largest news audience”. He added “the general view is that [the U.K.] has reached saturation point”.

The Financial Times 12 April 2016

James Barford was quoted in an article on the decision of the European Commission’s competition regulators regarding the acquisition by CK Hutchison’s Three of Telefónica’s O2 in the UK. James said that the competition regulator is “completely missing the point that Three is not currently a commercially viable fourth mobile network operator in the UK”. Three, which has a 12 per cent share of the UK market, “hasn’t got enough scale or enough spectrum” to challenge its rivals EE, Vodafone and O2. Adding that O2, which has 29 per cent of the market, is also likely to struggle over the long term because of lack of spectrum.

BBC 11 April 2016

Joseph Evans was quoted in an article on Yahoo’s decline which can be related by less targeted number of ads than those of its competitors. Joseph said "user data is key. Google and Facebook have a huge number of logged-in users, so they can track who it is using their services and use the information to let advertisers direct their ads", adding that, "Yahoo might have a lot of users, but most of them are not logged into its services, so are effectively anonymous eyeballs. He added that “they are not totally anonymous - there is some behavioural data that Yahoo makes use of - but generally Google and Facebook are better at knowing who you are."

Variety 8 April 2016

Francois Godard was quoted in an article on the MipTV 2016 which offered genuine insight on how some of the biggest TV companies in the world outside the US are meeting the digital challenge. As Netflix doubles its original content to 600 hours in 2016 and HBO, Francois commented on the position of Sky by saying that “it appears unavoidable that Sky originals will have to stay on a steep growth curve, if only to meet subscribers’ expectations stirred up by the booming offering elsewhere”.

The Hollywood Reporter 8 April 2016

Claire Enders was quoted in an article on the ‘Black Mirror’ deal which marks a turning point for Netflix. Claire claims that "they're just trying to bring to attention that they picked a winner," and that Netflix's investment in British talent can only be good for the creative industries of the U.K., which, she says, will become the company's hub for global content. Claire added that "they tend to pick winners and develop new types of talent, as indeed was the case with Black Mirror. Charlie Brooker went from a Guardian columnist to a TV guy. I'm sure they knew the game was up a long time ago."

Mediatel newsline 6 April 2016

Claire Enders was quoted in an article on John Whittingdale serious consideration of pushing ahead with an early privatisation of Channel 4 without proper public discussion by having the measure included in the Spring Budget. Claire Enders, whose work on the economics of Channel 4 privatisation has gone to both Whittingdale and the Treasury, is convinced that the Budget route - "a shotgun wedding," was a serious policy option. Claire added that, "what we [Enders Analysis] have achieved so far is that a shotgun wedding on the wrong basis - that Channel 4 was unsustainable - that it was going to be shuffled through in this Budget through a Money Bill and therefore secondary legislation, has been kicked down the road"

The New York Times 4 April 2016

Douglas McCabe was quoted in an article on the decision of the New Day’s publisher, Trinity Mirror, to launch a print-only daily. Douglas said “there is a boldness to that decision,” adding that, “at a time when print circulations are falling at high percentage rates year in and year out, to launch a print-only product is really brave. You have to feel pretty confident that you are filling a genuinely material market gap.”

the Telegraph 31 March 2016

James Barford was quoted in an article on the falling of data costs and mobile sales, which operators are battling via a merger. James said “ prices are dropping rapidly” adding that, Three could incur “ruinous operating losses” if its owner, Hutchison, fails to join forces with O2 and add more capacity to its network. He also added that “the only way for mobile operators to sustain falling revenues is to roll out more capacity relatively cheaply on existing sites, using new and re-farmed spectrum.”

The Economist 30 March 2016

Joesph Evans was quoted in an article in The Economist on mobile Ad Blocking "only a few percent of all ads are getting blocked". 

Variety 15 March 2016

Francois Godard was quoted in an article on Altice Group, the biggest unit of the French cable-mobile operator Numericable-SFR, 2015 results. Francois said “my main worry is that Altice is pilling up new debts again and, needing increasingly more cash to pay back debt, may push Numericable into a direction were it shouldn’t be”. He added that the weak side of Altice, if Numericable, which Drahi has owned for a decade, is anything to go by, is “marketing, content and customer experience”.

Stuff 15 March 2016

Douglas McCabe was quoted in an article on how digital technology is shaping the way to buy and sell houses. Douglas said “online searches will become increasingly personalised, with property portals matching potential houses to a person based on a their social media and browser activity”, adding that today an online property system might filter to match your specified budget and required number of bedrooms.

Les Echos 4 March 2016

 François Godard was quoted in an article in Les Echos on the purchase of Miramax by BeIN Media Group and the growth in consolidation of American Studios.