The Telegraph

16 April 2018 - 10:06am -- Claire O'Brien

Claire Enders was quoted in an article on the resignation of Sir Martin Sorrell as CEO of WPP. “Finding someone who is a charisma machine with chief executives in the same way Martin is will be tough,” Claire Enders, founder of Enders Analysis, said. “There is no other Sir Martin Sorrell in the world.”

European mobile in Q4 2017: Growth slow, outlook balanced

European mobile service revenue growth was unchanged this quarter at 0.3% growth, despite an easing of the European roaming cuts impact. This was due to intensified pricing competition in Italy and Spain, and EE’s unexpected poor performance in the UK. France and Germany were the only countries to improve their growth, but the improvement in France was largely due to a revenue-boosting VAT loophole

Sky’s Italian strategic breakthrough

After losing money for 13 years fighting Sky, Mediaset has given up. The two have agreed to wholesale channels to each other, and Sky gained the option to take over the infrastructure of terrestrial pay platform Mediaset Premium, in a deal designed to pass antitrust muster

The main strategic upside for Sky resides in eventual access to content from Italian FTA channels, allowing it to become the country’s ‘universal’ platform. Meanwhile, Mediaset may find it easier to resolve its dispute with France’s Vivendi now that the broadcaster has got rid of its main cash drain


12 April 2018 - 10:19am -- Olga De Giovanni

Robert Jenkin was quoted in an article on Politico Europe’s paid subscriptions, which now account for half of its overall revenue, up from 30 percent in 2016, with the rest coming from advertising and events, according to the publisher. European businesses have been increasingly on alert about how political developments, particularly relating to the European Union, international trade, data regulations and Brexit, could affect them. That’s led to increased demand from businesses for premium, political news analysis, which Politico has managed to tap into successfully, according to Robert. He said “Having developed as a trusted, quality brand in the U.S., Politico was well-placed to take advantage of the increase in demand — particularly from businesses — for nonpartisan, objective political information in Europe. Their subscription revenue model seems well-suited for this business-to-business product”.

Media & Telecoms: 2018 & Beyond Conference Part 1 - Speaker Transcripts

Enders Analysis co-hosted the annual Media & Telecoms 2018 & Beyond conference in conjunction with Deloitte, Barclays, Linklaters and Moelis & Company, in London on 8 March 2018.

With the conference taking place on International Women’s Day it was particularly poignant to see a 50/50 gender balance on the line up. Chaired once again by David Abraham and with a stellar speaker line up, this conference was a highly informative and stimulating day.  

TV set viewing trends: 'Unmatched' viewing growth and channel performance

Despite the continued decline of linear TV set viewing through 2017 (-4%) and the first 12 weeks of 2018 (-3%), overall TV set usage remains flat at 4 hours/day due to the continued rise of unmatched activities (+19% in both cases)

We consider the recent growth of unmatched use to be predominantly due to viewing of online-only services (i.e. Netflix, Amazon and YouTube), since time spent gaming is unlikely to have changed dramatically. The increase in unmatched usage since 2014 exceeds the total viewing to the most-watched broadcast channels for all age groups under 35


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