The Sun 26 May 2016
Gill Hind was quoted in an article on the European Commission decision to allow broadcasters to air more ads during prime time TV shows. Gill said broadcasters would be unwise to “pump in 20 minutes of ads an hour” because it would annoy viewers and prove unattractive to advertisers whose slots would be diluted.
BBC 25 May 2016
Alice Enders was quoted in an article on the EU-made quota, which declares that on-demand video streaming service should call at least 20% of their catalogues to be made locally. Alice said "this is driven by the core problem that the EU identified 40 years ago, that the Hollywood studios and other US producers dominate global box office and broadcasting because they have scale that cannot be achieved in a fragmented EU” adding that “it does send out an important signal to Netflix and others. But let's face it, the online services could meet the 20% quota by loading up themselves with lots of rubbish French, Italian, Spanish and whatever content. Or they could simply remove some of their lesser-watched non-EU material."
The Telegraph 24 May 2016
Alice Enders was quoted in an article on Spotify subscription model, which despite growing revenues, the company is making a bigger loss than ever. Alice said “the economics of the freemium tier remain challenging and every single freemium user is lossmaking on a gross margin basis, what’s heartening is it is paying off in terms of subscribers. We think it’s made very good progress this year.” She added that Spotify still had to significantly grow its base of paying users to be near to profitability, and that it could adjust its model, for example by raising prices for customers.
Digiday 23 May 2016
Joseph Evans was quoted in an article on the BBC plan to drop a bunch of online products, including its highly popular recipes site, as part of wider £15 million ($22 million) cuts it has to make. Joseph said that he doesn’t believe anyone, including commercial publishers, will actually benefit from the cuts. “Commercial recipe providers might hope that people will buy their stuff if they know the BBC isn’t there, but in reality the use case for online recipes is: Someone Googles something they want to make and clicks on the first reasonably trustworthy free link. Currently that’s the BBC, so if that goes away you’ll just see a few ad pennies going onto various free providers.”
The Guardian 23 May 2016
Matti Littunen was quoted in an article on the shift towards live video content in the media. Matti said “mobile video is the format that works best [for social media], it is engaging, immersive and gets shared a lot. By extension that makes it valuable.” He added that now this video gold rush is starting to move the media world, which has scented an opportunity to make money and engage their audiences in new ways.
the Economist 19 May 2016
James Barford was quoted in an article on the block of in-country mergers in the mobile-phone market in Europe. James said that yet fixed-mobile mergers are no cure-all. Whereas in-country mergers of mobile companies offer lots of efficiencies, combining fixed and mobile delivers more modest benefits. Worse, these tend to accrue to more dominant firms, notably old fixed-line incumbents. He added that what really counts, is how firms are placed to transmit huge quantities of data to customers, mostly for watching video clips and TV. He estimates that telecoms firms already make about half of their revenues from data, and mobile-data volumes are rising by 60% to 70% a year.
Politico 16 May 2016
Douglas McCabe was quoted in an article on the ambitious plans of the New York Times to expand its digital subscriptions in Europe and other markets. Douglas said “audiences in all countries are moving away from home news brands…to free online services,” which will make it “extremely challenging” for the New York Times to build up its pool of global digital subscribers. He added that, another consideration is the growing distribution power of social media platforms like Facebook “consumption is moving further and further away from content origination”.
Financial Times 13 May 2016
Claire Enders was quoted in an article on the BBC White Paper, where the government proposed that six members of the new BBC board, should be public appointees. The BBC’s director-general has opposed a plan for the government to appoint almost half its board, arguing that it would undermine the broadcaster’s independence. Claire said “the government no longer believes that [online streaming] is going to replace public service broadcasting. It does not subscribe to Thatcherite ideas about the absence of the need for a public intervention.”
City A.M. 13 May 2016
Alice Enders was quoted in an article on the DCMS White Paper on the future of the BBC. Alice said that included in the white paper was the assertion that the BBC should be a "broadcaster of distinction", which can be seen as a positive for rivals such as ITV. She added "that's clearly a signal to the BBC that it has to work harder than it has perhaps in the past to really provide programming that meets some notion of public service; I think it can be seen as positive for ITV."
Politico 13 May 2016
Claire Enders was quoted in an article on the BBC White Paper, which was unveiled by the Conservative government yesterday. Claire said “things are much better than they could’ve been. There are people at the BBC who are pinching themselves.”
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.