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 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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  • the Huffington Post 17 July 2014


    Claire Enders was quoted in an article regarding the Rupert Murdoch's offer to acquire Time Warner. Claire said the rejection was "unequivocal" and contained no tell-tale language regarding the value of the proposal that could be seen as inviting an increased attempt. She said any deal was "not going to be easy" but suggested Mr Murdoch,83, was not likely to back down. When he gets a bee in his bonnet, he'll go through with it. He is going to push himself to the limit to get this company. The more they disengage, the more he is going to be keen to get them. Claire also suggested there was a deep divide in cultures between Mr Murdoch's company and the "profoundly liberal" Time Warner.

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  • the Guardian 16 July 2014


    Claire Enders was quoted in an article regarding Rupert Murdoch's bid to buy rival US media and entertainment giant Time Warner. Jeff Bewkes, CEO and Chairman of Time Warner, rejected the $85-a-share cash and stock offer. Claire said " Time Warner has been a real laggard in stock market terms for a long time with a lot of great assets that can be plucked like a chicken. Even for 21st Century Fox this is a colossal deal. They are making a big play for more content and Time Warner has some of the best global franchises you could hope to have - look at Harry Potter, Batman and HBO."

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  • the Financial Times 8 July 2014


    Douglas Mccabe was quoted in an article regarding the announce from the Guardian newspaper regarding a fall in operating losses. He said the declining losses were "encouraging", but that it was "far from certain" that digital advertising growth would offset the decline in print advertising. Pessimism about the British newspaper industry has lifted slightly in recent months, with print advertising revenues falling less sharply than industry observers had expected. 

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  • the Guardian 6 July 2014


    Ian Maude was quoted in an article regarding European regulation over privacy. Ian said "Google, as far as regulators are concerned, is the new Microsoft. It is the big bad wolf. Privacy has become a much more important issue. Media markets historically have been national, but Google straddles borders and stands head and shoulder above any other online players. The European regulators have more power than any bar those on the US, and Google is now such a giant that it is going to face increased regulatory scrutiny. Regulation, rather than competition, is probably its main challenge right now."

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  • the Economist 28 June 2014


    Leo Watkins was quoted in an article regarding UK newspaper and magazines regulation. Leo suggests a Labour or Labour-led government would be hardest on the press: it might, for example, return to Lord Justice Leveson's idea involving Ofcom, a fierce broadcast watchdog, in policing the papers. This raises the possibility that punitive damages will be levied on papers that misbehave, but this will depend on the outcome of next year's general election.

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  • the Financial Times 24 June 2014


    Leo Watkins was quoted in an article regarding the verdict that absolves Rebekah Brooks, the most senior former News Corp executive to be put on trial following the phone - hacking scandal, on all charges. Leo said " it's clearly a big positive for [News Corp]."

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  • the Guardian 20 June 2014


    Joseph Evans was quoted in an article regarding the launch of the Fire phone, the new Amazon smartphone. He said "if you're not wedded to physical media [books, DVD or CD's], you don't have to go to Amazon,". Joseph recent study on the retailer points out, when it comes to digital distribution of entertainment, Amazon is very far from being a monopoly,"Competition from Apple, Google et al means it is unlikely to dominate video as it does books."

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  • Telegraph 19 June 2014


    James Barford was quoted in an article regarding Ofcom's proposal for regulating the margin between BT's wholesale and retail superfast broadband prices and the implications for BT Sport and further rights auctions, saying that "because BT Sport net costs are included in Ofcom's calculation [of the margin] it is a severe disincentive on BT to spend a lot more on sports rights...It reduces the flexibility for management. At the moment they are on the borderline of a margin squeeze. Arguably if you're a BT shareholders this is a good thing. It reduces risk."

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  • the Guardian 19 June 2014


    James Barford was quoted in an article regarding Ofcom's proposal for regulating the margin between BT's wholesale and retail superfast broadband prices. Sports rights have become key in BT's drive to win broadband customers against competition from TalkTalk and BSkyB. James said " this is a watershed, it discourages BT from spending a lot more money in any future auction, including the Premiere League. From Sky's perspective this is excellent news. TalkTalk is very pleased because it gives some comfort that BT will stay honest."

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  • BBC Radio 4 16 June 2014


    Claire Enders was invited to Woman's Hour to discuss the circulation of the free copy of The Sun last Thursday which did not include the paper's traditional Page 3 top-less model for fear of a marketing own-goal. The interview begins at 27:40 into the programme.

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  • Telegraph 14 June 2014


    James Barford was quoted in an article regarding Ofcom's decision to publish proposals for a margin  test, which will gauge the difference between BT's wholesale and retail pricing of superfast broadband.  This will determine whether BSkyB and TalkTalk are unable to make reasonable profits in the growing market. James said, “BT residential broadband customers are given BT Sport for free, and BT Sport has a value. Judging this value is very difficult.It is crucial how Ofcom treats the BT Sport costs, and what steps BT takes to remove the squeeze if there is judged to be one.”

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