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
The Times 3 December 2018
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
Campaign 16 November 2018
The Telegraph 13 November 2018
Campaign 12 November 2018
Digiday UK 12 November 2018
Digiday UK 8 November 2018
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."