Enders Analysis provides a subscription research service covering the media, entertainment, mobile and fixed telecommunications industries in Europe, with a special focus on new technologies and media. We cover all sides of the market, from consumers and leading companies (e.g. Vodafone, Iliad, ITV, BT, BSkyB, Virgin Media, Apple, Google and others), to regulation. A complete list of our research can be found here.

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News

  • the Independent 18 September 2014


    Ian Maude was quoted in an article on Alibaba stock market launch which is set to be the biggest ever, valuing the Chinese e-commerce an estimated $160bin. This will affect also Yahoo, as it owns 22.5 per cent stake in Alibaba. Ian said " it's going to put much more pressure on the Yahoo board and the team there because the performance is not going to be masked by what's happening on the other side of the world."

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  • Telegraph 17 September 2014


    Michael Underhill was quoted in an article regarding the fall of 3D TV, as Sky omits Premier League matches from schedule. Michael said 3d has been "very buzzy two or three years ago", with manufacturers believing it would be a "big breakthrough". It is now understood that across the industry, consumer demand has not been as high as expected, results were not as impressive as hoped and the costs of filming and specialist technology had been high. He added that viewers had signalled they "want to come home and sit in front of the television without having to find a pair of glasses."

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  • the New York Times 16 September 2014


    Alice Enders was quoted in an article discussing how compact discs still account for about 85 percent sales in Japan, despite the global shift to downloading and streaming music. Ironically, the music industry has focused on "turning Japan around", as it is, after all, the world's second largest music market, after the United States. The fear is that an inevitable decline in CD sales will further damage the industry; a similar fear grips the German market, which also remains reliant on CD sales. Alice said " if Japan sneezes and Germany catches a cold, that's it - we're done." 

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  • Bloomberg 11 September 2014


    James Barford was quoted in an article in regards to the possible effects on the mobile market if Scotland votes to separate from the U.K next week. James said that Vodafone, EE, O2 and other carriers operating in the U.K. will have to review everything from plan prices to regulatory changes if Scotland wins independence. He added that while Scotland is relatively sparsely populated, making it more expensive to build and maintain networks, carriers tend to charge subscribers the same prices found in the rest of the country, creating a subsidy. That will evaporate if Scotland goes it alone. "Somebody sitting in Dundee pays the same as someone in London, and Scotland is less densely populated than the U.K." he said in an interview. After independence, "there's no reason to charge the same amount in Scotland as the rest of the U.K., so either service levels would deteriorate or the prices would go up."

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  • Wall Street Journal (blog) 10 September 2014


    Joseph Evans was quoted in an article on the launch of Amazon Fire phone in the U.K. Joseph said " They obviously decided that they can't really compete with the super high end [devices], like the Apple 5s or 6. They can't compete on features, or brand names, so they have to undercut on price. If anything, the U.K is even harder market to crack [than the U.S]. The price of a phone in the U.S is masked by the carrier subsidies. In the U.K, there is more price differentiation [for premium models]". Joseph added that Amazon might not be too concerned that the Fire Phone is not a "mass market proposition...it is a good proposition for people who are really tied in to the Amazon ecosystem-such as Prime customers. It makes the Amazon buying experience incredibly frictionless..."

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  • the Financial Times 10 September 2014


    Alice Enders was quoted in an article on the launch of Deezer's elite service (which provides higher sound quality) in partnership with Sonos, the speaker manufacturer that specialises in wireless audio. Alice said that the market for high-quality audio streaming was small. This is because of its higher cost and because people mostly stream music through smartphones and computers, which cannot do justice to high-quality audio.

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  • the Financial Times 10 September 2014


    Heloise Thomson was quoted in an article on the possible acquisition of Mojang, the swedish company behind Minecraft, by Microsoft for more than $2bn. Heloise said that Minecraft's popularity among the youth market could help Microsoft expand its reach. "Minecraft is a great piece of intellectual property to have in their catalogue." 

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  • Telegraph 8 September 2014


    Toby Syfret was quoted in an article on UKTV, company which is jointly owned by the BBC and the American media group Scripps, which has reported a record turnover for 2013 of £278m. Toby commented " UKTV's growth has been continuous over ten years. They've got a good mix of programming, very distinctive channel brands and they've been canny getting good positions in electronic programming guides. One of the difficulties in the digital age will be keeping those channel personalities but there are opportunities too and they are closing in on Channel 5 and Sky in terms of share. It's at a stage where they could invest significantly in programming to get to the next level."

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  • the Financial Times 4 September 2014


    Douglas McCabe was quoted in an article regarding Vice Media and Buzzfeed's business models, which have dedicated units for creating "native" forms of advertising for brands. These business models have in recent years proved more successful than traditional news publications. Douglas said " Buzzfeed and Vice Media are so good at attracting young consumers and developing content and native advertising that their businesses are to some degree agencies. Their effectiveness with younger demographics gives them a creative authority for many brands."

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  • Wall Street Journal (blog) 3 September 2014


    James Barford was quoted in an article regarding speculation of a Vodafone purchase by SoftBank. It will not be the first time SoftBank have shown an interest in Vodafone assets, having purchased Vodafone's Japanese assets in 2006. "What SoftBank talks about is how much it has improved [ Vodafone's Japanese operations]". James additionally noted that taking on Vodafone would be a very different proposition from the challenger telecom position favored by SoftBank." Vodafone in Europe is essentially an incumbent, you couldn't apply the SoftBank Japan model to Europe; it doesn't work in the same way as applying the Japan SoftBank model to the U.S.".

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  • the Financial Times 2 September 2014


    Douglas McCabe was quoted in an article on the launch of Reddit, the anarchic social media site, dedicated app in an attempt to rebrand itself on mobile. Douglas said "they are a great success story on the desktop, but they're a late-starter on mobile", he noted that the "retro layout" of a typical Reddit forum is "out of sync in the way young consumers are looking for content". Adding that "one of the things they're trying to do with this mobile strategy is to focus on the content with mass-market appeal, in a sense the AMAs are quite traditional, in terms of being interviews with famous or interesting people. But what is new is the fact the content is presented in a digital environment, with live questions coming in."

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  • the Bookseller 27 August 2014


    Douglas McCabe was quoted in an article regarding the results from Nielsen's latest Books & Consumer Survey that shows that tablets are rapidly taking over e-readers as the most popular device to read digitally on. Douglas said that after "explosive early growth", sales of e-readers have slowed. "In a few years time we will look back at e-readers and remember them as one of the shortest-lived of all consumer media devices; sales of tablets have been the key device story of 2013 and 2014."

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  • BBC 27 August 2014


    Ian Maude was quoted in an article on the evaluation, detailed by the Wall Street Journal, of Snapchat. Kleiner Perkins Caufield & Byers, a renowned technology investment firm in California, has agreed to invest $20 million in Snapchat, valuing the company at $10 billion. Ian said that the valuation puts Snapchat "instantly in Facebook and Twitter territory," however, he added, those firms "already have substantial revenues," while Snapchat does not. Adding that "the bet investors are making is that it is going to be worth the amount of Facebook and Twitter one day...if you have got an audience, you can develop a substantial multibillion-dollar business."

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  • London Evening Standard 26 August 2014


    Ian Maude was quoted in an article on the Amazon challenge to buy Twitch, a video game streaming service, in a $1 billion deal. Ian said the deal highlighted Amazon's drive to capture a new generation of customers. "The obvious thing [about the deal] is the connection with games and retail. The deeper connection is probably around strengthening its position with younger audiences...there's a real changing of the guard going on here. For youth audiences it's all digital, all online."

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  • the Financial Times 25 August 2014


    Alice Enders was quoted in an article regarding the content of the BBC. Scottish politicians have complained that the BBC does not reflect events at their parliament, however, the BBC remains popular in Scotland, with three in four Scots watching BBC One every week. Alice said "Scale is everything. That's the beauty of the BBC model," adding "Small countries can produce content that sells internationally, but it's not the norm."

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  • The Financial Times 15 August 2014


    Douglas McCabe discusses the ongoing dispute between Amazon and book publishers.

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  • the Financial Times 5 August 2014


    Douglas McCabe was quoted in an article regarding the competition between Amazon and many UK independent bookstores, whose numbers have fallen a third in eight years, as shoppers move online. Douglas said "Amazon isn't very good at discovery; it's not like a good bookshop."

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  • Deadline 24 July 2014


    Toby Syfret was quoted in an article regarding BSkyB deal to create Sky Europe. BSkyB it is expected to announce a deal to acquire 57% of Sky Deutschland and 100% of Sky Italia from 21st Century Fox. Toby said " it could just be that 21st Century Fox sees it as a useful way of generating funds and eases management time to concentrate on other things. But the reason for doing it would exist on its own merits."

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  • the Financial Times 21 July 2014


    Alice Enders was quoted in an article on the scrutiny the public broadcaster sector is facing. The BBC revealed on Monday that its staff numbers has increased for the first time in four years, the rise was because of the requirements of covering the Commonwealth Games and the Scottish referendum. Alice said that the BBC could be accused of employing too many staff to cover big events such as the World Cup. "The BBC has to do everything the Mercedes-Benz way, you can do a lot with very little, and the BBC simply doesn't have that knee jerk response."

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  • the Independent 17 July 2014


    Toby Syfret was quoted in an article regarding Rupert Murdoch's offer to buy Time Warner. A deal would create the world's biggest media and entertainment content company, with revenues of $65bn and a stock market capitalisation of about $150bn. Toby said "it would be a seismic event if the deal happens and there could be competition concerns."

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