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.
Claire Enders was quoted in an article about how brands are missing out on chances to tap into the UK's wealthiest and most reponsive consumers. She said " the UK is growing up. We are in the middle of profound demographic and social change. Mature consumers, especially ABC1s, account for a growing share of expenditure, dominating even "young" sectors such as media and recreation. This is a sophisticated audience who embrace traditional and digital media."
Click here to access the articleClaire Enders was quoted in an article discussing the event Generation Wealth, which she attended as a guest speaker. Her message was that advertisers who are over-focused on young consumers and new media platforms - smartphones and tablets - may be missing a trick..
Click here to access the articleClaire Enders was quoted in an article about BBC cutting back its only television channel aimed at 16 to 34 year olds in an effort to save an extra £100m a year. BBC Three will become available only on iPlayer. She said "They are rightly anticipating that a larger segment of youth viewing is going online. But you can't break a new show on iPlayer to the level of Little Britain."
Click here to access the articleDouglas McCabe appeared on BBC Newsnight to comment on Tony Hall's decision to close BBC Three on linear TV, and move the content to BBC iPlayer.
Click here to access the interviewDouglas McCabe was quoted in an article about the Digital Media Strategies conference he attended in London. He told the audience that the impact of smartphones and tablets is "as great, if not greater, on many traditional content businesses" than the introduction of desktop usage, adding that "the web browser has become just one app among many on mobile devices."
Click here to access the articleDouglas McCabe was quoted in an article about the Guardian's annual revenues. The Guardian is set for its biggest rise in annual revenues since the financial crisis, as digital revenues and a push into overseas markets offset the decline in printed newspapers. Talking about revenues falling by a quarter between 2008 and 2012 to £194m, he said "it was a double whammy effect" adding that "the financial crisis hit them badly, and at the same time they lost so much of their classified business."
Click here to access the articleFrancois Godard was quoted in an article discussing Canal Plus' acquisition of YouTube leading channel networks Studio Bagel. "Nobody expects YouTube channels to make big amounts of money in the near future. But for Canal Plus, the point of interest of the deal is to get better acquainted at a relatively low entry ticket price with global distribution and OTT and the options going forward for a content producer" he said.
Click here to access the articleFrancois Godard was quoted in an article about Vivendi confirming talks with Altice to sell SFR branch. "The risk would be to load the merged company with too much debt. But there is a rationale since Numericable covers about a third of France and with SFR could shift its subscribers to SFR's network and save money, not having to pay Orange for phone calls or to upgrade to fiber" since SFR has been rolling out fibre-networks in city centers he said.
Click here to access the articleFrancois Godard was quoted in an article about Vivendi's FY results. 2014 will be a "transition year" for Canal Plus Group, Europe's second biggest pay TV operator said the Group's CFO. "Canal Plus is relatively strong in Africa, but it is suffering in France, where churn was high at 14.9% and it is losing subscribers" said Francois Godard. "The Canal Plus premium channel is not doing too bad, but most of suffering is at the Canalsat package, caused by competition from free-to-air channels, whose number has increased proliferating on ADSL TV which is taken by 40% of French households". "On the other hand, Canal Plus has a long-term focus on domestic programming and original productions that is very positive" he added.
Click here to access the articleToby Syfret was quoted in an article discussing Channel 5. Richard Desmond has resigned from the Board of Channel 5's operating company in a further sign that he is preparing for a possible sale of the braodcaster. "The strongest interest is likely to be from overseas" he said.
Click here to access the articleIan Maude was quoted in an article about the acquisitions of messaging apps by Facebook and Rakuten. He expects Rakuten "would use Viber to promote products such as games to the predominantly younger users of the messaging app."
Click here to access the articleIan Maude was quoted in an article about Amazon's streaming service Lovefilm now called Prime Instant Video. Lovefilm will remain the name of Amazon's DVD rental business, but most attention will switch to Amazon Prime Instant Video. He said "Amazon is a much stronger consumer brand."
Click here to access the articleIan Maude was quoted in an article about Facebook's acquisition of messaging app WhatsApp. He said "Marc Zuckerberg has shown his willingness to act when there is a threat to his core business" adding that "services like WhatsApp have the potential to do much more than just messages. They could become the social media platform of tomorrow, which is a strategy threat to Facebook. Strategically the deal makes sense, but we probably won't ever know if it's a good deal [financially]."
Click here to access the articleChris Goodall was quoted in an article about BT winning a court victory over BSkyB in a move that could make it easier for the telecoms group to gain access to its rival's sports content. "If there's an obligation to wholesale, the market is less likely to descend into a bidding war that destroys both companies" he said, adding that "if BT knows it will be able to obtain Sky's sports channels, then it might be less tempted to overbid for Premier League rights."
Click here to access the articleEva Knoll was quoted in an article discussing the UK multi-channel network Base79. MCNs as a group are "refining their business models and focusing on sustainability" she said, adding that "so far we have seen little consolidation, but I do expect a number of bigger players to evolve who will then be more dominant in the space."
Click here to access the articleToby Syfret was quoted in an article about Netflix, which started as a DVD rental firm and is now producing dramas. It released the second season of its award-winning drama House of Cards on Friday. "The strategy of providing something new is a good one: it makes the service more about today rather than being an archive" he said. He also commented that the recommendation service " acts as a filter" and in a world where there are too many choices, Netflix offers a solution.
Click here to access the articleIan Maude was quoted in an article discussing venture capitalist Saul Klein's appointment to the board of Mind Candy as the game maker battles against declining user numbers. He said "the problem with all these games is they always have a limited shelf life. Kid's games is an especially difficult market - it is really fickle."
Click here to access the articleIan Maude was quoted in an article about Japan's Rakuten buying the messaging app Viber. "This is a very congested market place, with lots of growth potential" he said. He pointed out that social messaging apps tend to be used a lot by younger people, many of whom do not use email, so for a company like Rakuten it gives them an opportunity to promote other products such as games to that generation.
Click here to access the articleIan Maude was quoted in Mobile Insider, a daily newsletter from BI Intelligence. He said Google and Facebook accounted for 60% of the global Internet ad industry's entire 2013 revenue of $US100 billion.
Click here to access the articleAlice Enders was quoted in an article about MPs voicing concerns on BBC World Service. The World Service, which reaches a global audience of 192m each week and is seen as a key part of the UK's soft power, has lost one-tenth of its annual funding since 2010. In the last financial year, it generated about £8m of commercial revenue, including £200,000 from advertising on its international websites. "Lots of public sector broadcasters have advertising; it's not the end of the world" she said.
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