the Guardian

25 May 2018 - 5:09pm -- Claire O'Brien

Tom Harrington was quoted in the Guardian on Netflix's rapid growth.The company behind Stranger Things and The Crown must continue producing hits, poaching Hollywood talent and gaining subscribers at a rapid rate if it is to justify the faith of an investment community that pushed its valuation to nearly $162bn (£121bn) on Thursday – $10bn ahead of Disney. “They need to keep on borrowing as they are investing so much so quickly in content and have to stay ahead, there’s nothing else they can do,” Tom Harrington, an analyst at Enders, says. “They have to stay ahead of Amazon and Apple, and soon Disney. They are at the moment but there are very well funded, larger, competitors starting to get their act together.”

French, Spanish and Italian telcos won’t bankroll further football rights inflation

The rights auction for France’s Ligue 1 will be held on 29 May. With Altice’s struggling subsidiary SFR unlikely to bid, Canal+ and BeIN Sports may not offer enough to meet reserve prices, triggering a postponement of the auction

In Spain, stiff fixed-line competition is shifting battlegrounds from football to scripted content. The Champions League has yet to sign up a platform for next season, while the upcoming 2019-22 La Liga rights auction may well fail to increase domestic revenues

Strategically challenged: Vodafone Q4 2017/18 results

The major change in trend evidenced in Vodafone’s Q4 results was a decline in mobile service revenue growth in Germany by 2ppts on the December quarter, in spite of record contract net adds and improving growth trends from its competitors

At least part of this deterioration is likely due to its strategic focus on converged products; we estimate discounts of around one third and question the rationale for this initiative, particularly given the admission that this is distracting from the core mobile business

BT new Consumer strategy: Converging, but in a good way

BT has emphasised ‘convergence’ in its new Consumer strategy, but it has avoided most of the usual fixed-mobile convergence mistakes, with separate brands, minimal discounting and only slightly flawed converged products

The general strategy is to improve customer service to improve market share trends (particularly in broadband), enable premium products/positioning, and allow for cross-selling of a strong set of converged (in a broader sense) products, which is very sensible in our view

European video-on-demand: Playing catch-up to the UK

The UK continues to lead the EU5 in take-up and consumption of video-on-demand services, with close cultural alignment and a historic williness to pay for TV content making it a receptive home for US SVODs

Netflix dominates in most markets, benefiting from high-profile US imports and big-budget local productions. Local SVODs are struggling, with those operated by FTA broadcasters facing considerable challenges

the Guardian

17 May 2018 - 5:33pm -- Olga De Giovanni

Claire Enders and Gill Hind were quoted in an article on the biggest TV day of the year. In fact, Saturday hundreds of millions of viewers are expected to tune in around the world to watch Prince Harry and Meghan Markle’s wedding and Chelsea take on Manchester United in the FA Cup final. Claire thinks more young people will watch the wedding, or share images of it, on their mobile, while her colleague Gill said “There will probably be higher audiences in the US than last time but probably less interest elsewhere”.

BBC News

17 May 2018 - 10:59am -- Olga De Giovanni

Tom Harrington was quoted in an article on Robert Downey Jr who plans a YouTube series on Artificial Intelligence. Tom said "If you look at all of YouTube Red's original stuff, most of it is people who became famous on YouTube. This is just them diversifying. It gives the whole product offering a look that isn't a bunch of kids talking at a camera and pulling pranks, which is the dismissive attitude that a lot of people take to vloggers". YouTube Red first launched in 2015 as an answer to other paid subscription services such as Netflix, Amazon Video and Spotify. Tom said that working with stars such as Robert Downey Jr was a way of expanding the platform beyond its original scope, which focused on monetising personalities who became famous on YouTube.

BT Q4 2017/18 results: Slowing broadband bites, but recovery possible

BT Group met expectations for the 2017/18 financial year, but future guidance is very modest compared to previous performance and financial market expectations, with 2018/19 revenue and EBITDA both guided to decline by around 2% with capex rising

In our view, this weakened outlook is primarily driven by the ongoing slowdown and increasing competitiveness of the UK broadband market, with operating metrics at BT Consumer particularly weak

Pages

Subscribe to Enders Analysis RSS