Enders News

The Telegraph 15 January 2019

Douglas McCabe was quoted in The Telegraph on 'Vulture' hedge fund makes hostile bid for owner of local newspaper publisher newsquest. Douglas McCabe, chief executive of Enders Analysis, warned that despite continued cash generation and "decent margins", many local newspaper publishers "have already pared back costs about as far as they can reasonably go".He said that the "explosion of small and local company advertising on Facebook since about 2014 has indefinitely delayed stabilisation" and that new sources of funding were a "critical requirement for the sustainability of the sector".

Les Echos 15 January 2019

Francois Godard was quoted in Les Echos on Telecom Italia: Elliott wins another round in his standoff with Vivendi.  Francois said "One way to allow the Italian authorities to save face would be for Vivendi to propose that Telecom Italia buys Open Fiber".

The Guardian 14 January 2019

Matti Littunen was quoted in The Guardian on UK advertising market faces recession under no-deal Brexit "The advertiser response [to a no-deal Brexit] will be to become more tactical in allocating advertising spend,” said Matti Littunen, a senior research analyst at Enders.

DIGIDAY 14 January 2019

Alice Pickthall was quoted in DIGIDAY on How Politico Europe grew its subscriptions business by 50 percent in 2018, according to Alice Pickthall, an analyst at media analysis firm Enders. “Fifty percent certainly seems like impressive growth,” she said. “Politico has filled a gap in the market for high-level European political analysis. With the European Parliamentary elections and Brexit this year, we would expect subs to grow as they will become indispensable to some businesses.”

Les Echos 10 January 2019

Francois Godard was quoted in Les Echos on how SVOD competition will only strengthen for French television, For François Godard, an analyst at Enders, "It is likely that Disney will seek, like Netflix, to leverage the power of distribution of telecom operators or even Canal + to accelerate its deployment. Especially as the SVOD offerings are increasing and there is room for aggregators like "telcos."

Financial Times 7 January 2019

Claire Enders was quoted in the Financial Times on Leadership Vaccum poses stiff challenge for Premier League “The Premier League challenges are always the same: maximising revenue; optimising the mix of licensees; and enlarging the pool of licensees, preferably without any loss of corporate life,” says Claire Enders of Enders Analysis, in a nod to companies such as Setanta which tried, and failed, to build pay-TV businesses off the back of Premier League rights.

Financial Times 3 January 2019

Claire Enders was quoted in the Financial Times on new horizons for Sky under Comcast.  Claire said any company hoping to launch a streaming service in Europe would have to talk to Sky and Comcast because of their scale and reach as distributors. “There isn’t room for a successful subscription video on-demand service in any market unless it is on all the cable infrastructure,” she said, in a nod to distribution deals Netflix has struck with Sky and others in the UK and Comcast in the US.

The Daily Observer 2 January 2019

Joseph Evans was quoted in The Daily Observer on J.K. Rowling's Pottermore to conjure up profit for 2017. Josepth said “If ebooks can work for anyone, they are going to work for Harry Potter”. But he noted how a push by News Corp-owned publisher HarperCollins to create ebook destination sites for other top authors has failed to take off. 

The Hollywood Reporter 2 January 2019

Claire Enders was quoted in The Hollywood Reporter on How Comcast Plans To Leverage "The difference in [the price offered for Sky between Comcast and Disney] at the final hurdle was because of a different sense of valuation of the broadband of Sky and its other ancillary businesses...And Comcast was much more likely to see the value of that because it generates a majority of its profit out of broadband."

Financial Times 2 January 2019

Francois Godard was quoted in Financial Times on BFM. "BFM has been a tremendous platform for the gilets jaunes and it has emerged as the key media actor in the crisis,” said François Godard, an analyst at Enders Analysis. “The rationale of the news channel is to make an event out of anything. The gilets jaunes are moved to act because they feel the expectation.”

Financial Times 3 December 2018

Douglas McCabe was quoted in the FT on the appointment of Jonathan Newhouse as Chairman of Condé Nast International. While Mr Newhouse’s announcement this week raised questions about the future of his family’s magazines, analysts are confident that its most vaunted titles will endure. “You can’t replicate a luxury environment online,” says Douglas McCabe of Enders, a media consultancy. “Vogue is not . . . going to disappear anytime soon.”

The Times 3 December 2018

Alice was quoted in The Times on the BBC's free TV licences for the over-75s. Enders Analysis, the media research company, said that means-testing would be the “least-worst” financial outcome for the BBC, but should still be avoided because it would be expensive to administer. Also, it could open a Pandora’s box on the question of whether low-income households of all generations should be offered free licences — not an option the BBC could afford, of course. Alice Enders, director of research at the firm, described it as a “terrible situation for the BBC and a terrible situation for the over-75s that are much more reliant on the BBC”.

The Telegraph 26 November 2018

Matti Littunen commented on Mark Zuckerberg's refusal to testify before a "grand committee" on Facebook's role in spreading fake news. Matti said this increased demand for testimony could be one reason behind Facebook's hiring of Sir Nick Clegg, the former deputy prime minister, as its new head of global affairs. "Facebook will be forced more and more to face public grillings by politicians," he said. "There is a big difference in hiring a politician as opposed to a lawyer or a lobbyist who is used to working behind the scenes".

Financial Times 22 November 2018

Douglas McCabe was quoted in the FT on advice books written by millennial women for peers who are trying to navigate a working life. Douglas observes that criticisms of older career books echo “the criticism that many executives make about MBA programmes today — that there is too much focus on business principles and case studies from before, say, 2000, when the business world started to be turned upside down”

Campaign 16 November 2018

Douglas was quoted in Campaign on the decision by Shortlist Media to close ShortList – the biggest men’s magazine in the UK. Douglas McCabe, chief executive of Enders Analysis, said: "Stylist has proved that the men's magazine market and the men's advertising market is much tougher than the women's market."

The Telegraph 13 November 2018

Claire Enders was quoted in The Telegraph on ITV’s plan to challenge Netflix with its own streaming service. Claire said “Even if a reboot between the BBC and ITV were this time to be approved, we do not think Kangaroo 2 can succeed as a significant subscription video on demand entrant in its home turf of the UK, above all because it’s too late.”

Campaign 12 November 2018

Claire Enders was quoted in Campaign on Global, Britain’s biggest commercial radio group and how it is transforming UK out of home, taking the market from six main players to four and creating a new powerhouse with about 32% share, just behind JCDecaux on 36%.Global’s track record in radio since buying GCap in 2008 suggests it will grow the medium, rather than seek share. Claire Enders, founder of Enders Analysis, says Miron deserves credit: "It’s an enduring strength of Global to have a CEO who is very, very good at sales."

Digiday UK 12 November 2018

Joseph Evans was quoted in Digiday UK on FT's audio strategy.  For the Financial Times, audio is proving an effective way to attract young audiences. So much so, that in the last three months the publisher has ramped up its marketing of subscriptions to its podcast audiences, 60 percent of which are aged between 22 and 37 years old, according to the publisher. “This is a smart acquisition strategy,” said Joseph Evans, senior research analyst at Enders. “The paper is getting into the news consumption routine of its listeners, in a high-attention context where it can demonstrate the authority of its journalists. Forming habits around content is key to any subscription offering.” There is some evidence of people paying for ad-free podcasts with bonus content, according to Evans. “We’ve counted nearly 100 podcasts on user-payment platform Patreon with at least 1,000 paying listeners, averaging about $5 [£3.80] per subscriber per month.”

Digiday UK 8 November 2018

Joseph Evans was quoted in Digiday UK on who the Guardian wants to get under the hood of what role news organizations can have on voice-activated devices. The publisher has assigned four dedicated employees — a developer, audio producer, designer and product lead — to figure out what kinds of stories and formats work best with Google Assistant, Google’s answer to Amazon’s Alexa for voice commands. Media analyst firm Enders estimates there are around 2 million households with smart speakers in the U.K., and a third of them use them for news regularly. "We’re talking small numbers,” said Joseph Evans, senior media research analyst at Enders. “But if they grow, the Guardian could use a strong position in voice to increase loyalty and hopefully the number of people contributing financially,” he said. “The addressable market is tiny, and monetization is impossible. But if Google’s footing the bill, you might as well give it a shot, as long as you remember that Google isn’t promoting its Assistant for the good of its health.”

Campaign 8 November 2018

Douglas McCabe was quoted in Campaign on how UK consumers are spending increased amounts on brands that play a role in defining their identity, but adspend is failing to match this behaviour. Douglas said the reduced adspend on many identity categories was due to budgets moving towards online direct response channels and was symptomatic of "short-termism" in advertising. He said: "In this part of the market, identity is understood as a set of individualistic, rather than social, identifiers and attributes – a clear missed opportunity. Taking advantage means understanding which media allow marketers to reach customers as members of identity groups, rather than just as a target demographic."