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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Format: 2014-12
Format: 2014-12
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Enders Analysis

Claire Enders was quoted in the Mail on Sunday in relation to Ed Richards' remarks at his leaving party. The media industry is full of strong and colourful characters to whom he might have been referring and no one but Ed Richards knows the identity of this person.

December 2014 Access this report

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Xbox One, PlayStation 4 and their uncertain future

One year on from the launch of the latest generation of gaming consoles Microsoft and Sony remain locked in a high stakes struggle for dominance of the gaming industry, and longer term viability of the console category.

Sony’s PS4, which we estimate outsold Microsoft’s Xbox One 3:1 in Q3, looks certain to win this round in a return to form for Sony following the relative disappointment of the PS3. Microsoft, struggling from missteps early in the Xbox One cycle, may have left it too late to catch up.

Media, Technology, Telecoms December 2014 Access this report

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European mobile in Q3 2014: A rare improvement

The European mobile market had a rare quarter of solid improvement in Q3, with reported service revenue growth improving by over 2ppts to -4.7%, helped by a 1ppt improvement in regulated MTR cuts (which have now dropped to near zero) and a 1ppt improvement in underlying growth

The improvement appears largely driven by improved pricing trends, with the improvement in Italy particularly strong. However we feel that pricing is still in general in a fragile equilibrium, with the potential longer term structural improvements - consolidation and network focus - yet to be made

Mobile, Non-UK Telecoms, Telecoms December 2014 Access this report

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Canal+ at 30: time for a strategic review

In 2014 Canal+’s core premium French pay-TV business has continued to lose subscribers and swallowed a VAT increase. But this was offset by growth in FTA ad sales, in ARPU, in overseas subscriptions and by acquisitions. EBITDA has continued the decline which commenced in 2013

Eleven years ago Canal+ in France and Sky in Britain had the same household penetration, but since then a gap has opened up and now Canal+ lags behind at 21% compared to Sky’s 34%. The French platform suffers from its regulated focus on films and its neglect of hardware

Media, TV, Non-UK Media December 2014 Access this report

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Women at Work 2014

Underpinned by a legislative regime since the 1970s designed to prevent sex discrimination and unequal pay between men and women, the UK has enjoyed successive and ever bigger waves of young women gaining the education and skills to enter the work force as professionals, now standing at 5 million strong. The UK also boasts 1 million female-led companies and the digital age has greatly expanded the opportunity for entrepreneurship for women to be their own bosses. 

Media, Telecoms December 2014 Access this report

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BT Everywhere?

A merger between BT and EE would create a converged operator directly serving around half of the UK adult population with fixed broadband, mobile or both services

We remain sceptical of the direct benefits of quad play and cross-selling, but we can see the benefits of merging the largest fixed and mobile operators under a single brand, and the long term strategic sense of owning both networks in case converged service offerings do become more important

Mobile, Fixed line, Telecoms December 2014 Access this report

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Canal+ at 30: time for a strategic review

In 2014 Canal+’s core premium French pay-TV business has continued to lose subscribers and swallowed a VAT increase. But this was offset by growth in FTA ad sales, in ARPU, in overseas subscriptions and by acquisitions. EBITDA has continued the decline which commenced in 2013

Eleven years ago Canal+ in France and Sky in Britain had the same household penetration, but since then a gap has opened up and now Canal+ lags behind at 21% compared to Sky’s 34%. The French platform suffers from its regulated focus on films and its neglect of hardware

Media, Non-UK Telecoms, Telecoms December 2014 Access this report

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The General Election in May 2015: Context and potential outcomes

The General Election in May 2015 looks to be one of the most unpredictable in living memory. A hung parliament seems the most likely outcome, but the likely government after May is still unclear. Whereas in previous elections there were at most three swings that mattered, between the Lib Dems, Labour and the Conservatives, in this one there are arguably 10 or 11. There has been a huge increase in complexity, which, along with the virtually neck-and-neck polls, is what makes the outcome so much harder to predict.

Media, Technology, Telecoms December 2014 Access this report

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Case studies: BuzzFeed, Vice, YouTube vloggers (Ofcom PSB review)

As part of Ofcom’s third review of public service broadcasting, Enders Analysis produced 12 case studies of online media services, examining how they contribute to the public service objectives. The full report and all case studies are available on the Ofcom website.

Here we present three of those case studies: BuzzFeed, Vice, and the phenomenon of YouTube ‘vloggers’ producing content for young people. These represent sources of innovative content unlike that found in traditional media.

Media, TV, Press, Internet, Technology, Telecoms December 2014 Access this report

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Online media services report (Ofcom PSB review)

Ofcom released its third review of public service broadcasting on 15 December, focusing on "Public Service Content in a Connected Society". Enders Analysis assessed how online media services contributed to the provision of public service content over the course of the review period (2008-2013). This report represents a summary and key themes of our findings.

Relevant media content is now available over the internet from a huge number of sources. As well as affecting how media content is distributed and consumed, the internet is changing the nature of content available and funding models.

Media, Internet, Technology, Telecoms December 2014 Access this report

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Sky Italia pushes upmarket model, but conditions still tough

Sky Italia’s latest strategy presentation to investors focuses on a number of positive revenue-generating and cost-cutting initiatives it is taking in the Italian pay-TV market

Sky Italia is taking a disciplined approach to subscriber recruitment and upsell of optional products as it anchors its brand at the upper end of the Italian entertainment market, supported by proactive development of original content, advertising sales and IPTV distribution

Media, TV, Non-UK Media December 2014 Access this report

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UK advertising expenditure forecast 2014-2016

2014 has been a good year for total advertising, which we forecast to grow by 5.5% across the year; display advertising spend is also forecast to grow by over 6% year-on-year. This is largely thanks to a positive economic backdrop, where we have seen a significant rise in consumer expenditure over the last two years

Media, TV, Press, Internet, Music and Radio December 2014 Access this report

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UK mobile market Q3 2014: Growth maintained, but uncertainty ahead

UK mobile service revenue growth stayed positive in Q3 2014, albeit at a slightly lower level than last quarter, an achievement given performance in recent years, but a slight disappointment given the previous improving trend. Pricing trends were a little worrying, but data volumes continue to accelerate markedly

With Phones 4U ceasing to trade towards the end of the quarter, Q4’s subscriber shares will be largely determined by where its prior customers end up. With these representing 13% of market gross adds which implies 65% of net adds, the impact is significant

Mobile, Telecoms December 2014 Access this report

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UK broadband, telephony and pay TV trends Q3 2014: Quad play and convergence focus

Market revenue growth in the UK residential communications sector dipped down to 4.5% in Q3, from 5.4% in the previous quarter, but underlying revenue growth actually rose a touch by our estimates. In an intensely competitive quarter, BT lost ground relatively in broadband, with its net adds dropping compared to growth at the others, but BT still had the highest net adds in absolute terms, and continued to lead the way in revenue growth

Fixed line, Telecoms December 2014 Access this report

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UK quarterly internet trends Q2 Q3 2014

The shift to mobile continues, with the smartphone replacing the laptop as the device with the most users, although the rate of tablet adoption has slowed somewhat.

This shift will change the online revenue mix, with mobile being better suited to content, native and video advertising than traditional display and search. Mobile devices also now account for the majority of visits to retail sites, and more than a third of spend online.

Media, Mobile, Internet, Technology, Telecoms December 2014 Access this report

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TalkTalk Group Q2 2014/15 results: Solid quarter, but guidance still challenging

TalkTalk had a solid quarter for net adds, helped by churn being held well under control, with broadband perking up, TV dipping down as pre-warned, and fibre and mobile both significantly accelerating

Revenue and ARPU growth accelerated, although not by as much as might have been expected given the timing of price rises, with the lower priced SimplyBroadband product likely still driving significant ARPU dilution

Fixed line, Telecoms November 2014 Access this report

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Auto classified advertising

Auto is the third category in our annual series of reports on UK classified advertising, following UK classifieds and recruitment category outlook [2014-094] and Property classified advertising [2014-098]. In this year’s report we analyse the key drivers in the communications marketplace for used cars, notably transaction volumes and pricing. Overall the auto market is relatively buoyant, with the post-recession new car sales boom starting to feed into used car revenues in 2014, although the sustainability of this credit fuelled growth is far from certain.

Media, Press, Internet November 2014 Access this report

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Property classified advertising

Property is the second category in our annual series of reports on UK classified advertising, following UK classifieds overview and recruitment outlook [2014-094] and with autos to follow. Our property market report analyses the key drivers in the communications marketplace for UK domestic property, notably transaction rates and house prices, but also substantial developments in government policy. We analyse the estate agent marketplace and drill down into expenditure patterns for property advertising across all media, and provide five year forecasts.

Media, Press, Internet November 2014 Access this report

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Vodafone Q2 2014/15 results: A sharp reduction in decline

Vodafone Europe enjoyed a sharp improvement in mobile service revenue growth in its Q2, with the decline reduced to 5% from 8% the previous quarter

Part of this was due to a reduced regulatory impact, part was due to one-off factors, but underlying improvements are still clear across all major markets, with price declines attenuating and a significant improvement in competitive performance

Mobile, Telecoms November 2014 Access this report

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Virgin Media Q3 2014 results: Subscriber growth accelerates

Virgin Media had its best subscriber net adds for years in Q3, despite slowing market growth and intense competition from the DSL operators

Underlying cable revenue growth also remained solid at around 4.5%, business and mobile continued to perform well, and underlying OCF growth was stable at 6%

As the market moves to high speed broadband, Virgin Media is benefitting above all others, and this long gradual shift is still in its early stages 

Fixed line, Telecoms November 2014 Access this report

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