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 and others), to regulation. A complete list of our research can be found here.

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Publications

Format: 2013-06
Format: 2013-06
Sector(s) Datesort icon

UK broadband and telephony trends to March 2010

In this presentation we show our analysis of trends in UK broadband and telephony for the quarter to March 2010, based on the published results of the major service providers. We include our own estimates where reported data is incomplete.

Fixed line, Telecoms

Something sensible about Sky

Rapidiously embrace scalable processes via unique portals. Synergistically impact cross-media e-markets after seamless metrics. Collaboratively transform unique metrics rather than exceptional ROI. Credibly predominate proactive alignments vis-a-vis web-enabled models. Professionally extend user friendly services after parallel metrics. Energistically build proactive infrastructures whereas accurate applications. Credibly deliver backward-compatible alignments with ubiquitous metrics.

 Media

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 Mobile, Technology, Telecoms

Something about BT

Rapidiously embrace scalable processes via unique portals. Synergistically impact cross-media e-markets after seamless metrics. Collaboratively transform unique metrics rather than exceptional ROI. Credibly predominate proactive alignments vis-a-vis web-enabled models. Professionally extend user friendly services after parallel metrics. Energistically build proactive infrastructures whereas accurate applications. Credibly deliver backward-compatible alignments with ubiquitous metrics.

 Fixed line, Telecoms

Google and Facebook should continue to dominate for the next 5 years

Here's Why Google and Facebook Might Completely Disappear in the Next 5 Years, posted on Forbes.com on 30 April, is one of those ‘doomsday’ pieces.

In fact, the likelihood of Google or Facebook being annihilated by the competition is tiny – regulatory intervention is a much greater threat. However, we agree that the shift to mobile devices is a key challenge for both companies. In our view, it is the key challenge.

KPN fixed line recovery

 

KPN noticeably improved the performance of its domestic fixed line business in its full-year 2008 results, with revenues close to stabilising, and positive EBITDA growth of 1% indicating a turning point in the profitability of the Dutch division

Dutch broadband penetration is close to saturation, so KPN’s revenue growth potential will shift from broadband to adoption of next generation access services and subscriber upgrades to higher bandwidth and digital television

 Fixed line, Non-UK Telecoms, Telecoms February 1009 Access this report

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Iliad FY 2008 headline KPIs and 4th 3G licence bid

 

In Q4 2008 Iliad added 100,000 subscribers in a slowing French broadband market

A restructured 4th 3G licence call for tender is now expected in March, with a cost of €206 million for a 2x5MHz spectrum block, which Iliad is expected to bid for

We remain sceptical that Iliad will earn a return from this, with the 3G-only business model challenging even with a reduced licence cost and restricted network rollout

 

 Fixed line, Non-UK Telecoms, Telecoms February 1009 Access this report

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Broadband Update

Broadband update document.

 January 2001 Access this report

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The Orange Prospectus

The Orange Prospectus

We have forecast that the increase in the number of users during the whole of 2001 will be as follows

 January 2001 Access this report

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Wireless

 January 2001 Access this report

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Gambling and Gaming on TV

Oftel appears to believe that such an arrangement would be acceptable if it 'allowed the delivery of 3G services earlier and at lower prices' than would otherwise be the case. It notes that the 3G licences do not ‘a priori exclude infrastructure sharing’ and that some forms of sharing, e.g. masts, are positively encouraged.

 February 2001 Access this report

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The Digital Bomb?

By contrast, NTTDoCoMo is putting its money firmly behind mobile data. Its investment plans in Japan provide capacity for huge amounts of data transmission. Three years from now, NTTDoCoMo will have invested, it says, 1 trillion yen (10bn Euros, if our maths is correct) in obtaining 6 million 3G customers. This investment, it says, will be enough to handle over 15m subscribers and provide coverage of 97% of the population. The major services it mentions as needing 3G bandwidth are music downloads and 'image clipping'.

 February 2001 Access this report

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Sonera Smart Trust

 February 2001 Access this report

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Wireless - Current Ideas and Issues

We see European handset shipments down from 140-150 million in 2000 to 100 million in each of the next two years.

 Telecoms March 2001 Access this report

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Microsoft .NET - The Oil Tanker Turns

Microsoft has never made much impact on the Internet. As a result, we still have a proliferation of standards and competing suppliers of the underlying technology, of which the most obvious is Java. Almost all the new generation of Internet access devices, such as phones, PDAs and TVs, all use underlying software that does not work well with Microsoft technology. Genuine interoperability is not yet available.

The key points we make are as follows:

 Media March 2001 Access this report

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Microsoft: Will the Giant Engulf the Mobile Phone Industry?

 Media, Telecoms March 2001 Access this report

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UK ISPs

The UK online market is among the most mature in Europe: while strong growth continued during 2000 (60% increase in home users), this was less dramatic than in Germany and France.

 Fixed line April 2001 Access this report

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European B2C E-Commerce Update

This report updates our July 2000 report on European B2C e-commerce, with a special focus on the UK market.

We estimate that global net adds were 48m in Q2, down from 58m in Q1 2001. The total net adds so far this year of 106m is 53% of our full year forecast of 201m for these territories, which supports our forecast of 375 million units shipped given that net adds will likely continue to decline in Q3 followed by the seasonally strong Q4.

 Media April 2001 Access this report

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ITV Licence Renewals

This note considers the so-called 'digital dividend' in light of the recent ITV licence renewals.

The UK online population reached 17 million in February 2001, up around one-quarter on the year, on the strength of rising participation of women (to 44% of users) and of young people. We expect 4 million users to be added to the online population by February 2002, to reach 21 million, with growth at a lower rate than in 2000.

 Media April 2001 Access this report

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Pay-TV - When Will the Corner be Turned?

Chris Goodall has dissected the economics of the major pay-TV operators. He finds that if current trends continue, BSkyB, NTL and Telewest will not generate the cash to pay back their debt in the foreseeable future. In the case of the cable companies this leaves the debt holders exposed. Equity holders should be concerned about further dilution from future debt to equity conversion.

 Media May 2001 Access this report

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