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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Format: 2013-05
Format: 2013-05
Sector(s) Datesort icon

TalkTalk Group Q3 2012/13 results: Return to growth

TalkTalk’s broadband base returned to growth in the December quarter after years of decline, helped by further churn improvements

The company gained a respectable 80k new pay TV subscribers after its Plus TV launch, and the overall Plus/Plus TV base continued to grow

Revenue growth was unchanged at -1.7% in the quarter, but given the timings of price changes we still expect a return to broadly flat or growing revenue next quarter

 Fixed line, Telecoms February 2013 Access this report

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BT Q3 2012/13 results: Fibre take-up accelerates, but sports costs loom

BT had a very solid quarter, with revenue growth improving, broadband subscriber net additions bouncing back, ARPU robust and cost control still strong

Fibre net adds were particularly impressive, with take-up accelerating from an already high level, with this perhaps now starting to help stabilise ARPU

Progress on TV has been more mixed, with plenty of costs being added but no deals having been made yet to help offset this with revenue

 Fixed line, Telecoms February 2013 Access this report

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Sky customers, content and technology: Q2 2013 results

Tough economic conditions may have blunted DTH growth in the traditionally strong Christmas quarter, yet the Q2 2013 results show the underlying business to be in good health: highlights including strong multi-product and ARPU growth and impressive cost efficiencies

As a result, Sky has managed to deliver a sharp increase in operating profits, whilst simultaneously building its content strengths and retaining its technology focus on product improvements and innovation

 Media, TV, Fixed line, Telecoms February 2013 Access this report

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Media & Telecoms: 2013 & Beyond (part 1)

Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 15 January 2013. The event featured talks by 14 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette.

 Media, Mobile, TV, Fixed line, Press, Internet, Music and Radio, Technology, Telecoms January 2013 Access this report

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Slides accompanying Media & Telecoms: 2013 & Beyond (part 1)

Slides from the presentations by the following speakers at the Media & Telecoms: 2013 & Beyond conference on 15 January 2013:

•Sir Martin Sorrell, CEO, WPP
•Michael Tobin, CEO, Telecity Group
•Liv Garfield, CEO, Openreach
•Dido Harding, CEO, TalkTalk Group
•Victor Zhang, CEO, Huawei UK & Ireland
•Cindy Rose, Executive Director of Digital Entertainment, Virgin Media

 Media, Mobile, TV, Fixed line, Press, Internet, Music and Radio, Technology, Telecoms January 2013 Access this report

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Death of physical media: reports exaggerated

Entertainment software provided on physical disc – CD, DVD, video games – is in terminal decline. Paradoxically, this means that the content industries need to provide more support to the tangible medium, not less. The disc is still a hugely important part of the revenues of the entertainment sector.

Discs provide irreplaceable services. They can be easily bought on impulse, as a gift and for shared use of family and friends. Even dedicated digital buyers still purchase physical discs of the material that has greatest emotional relevance to them.

 Media January 2013 Access this report

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The rise of connected viewing

The development of the Digital Britain infrastructure, introduction of tablets, increasing connectivity of TV sets and launch of on demand OTT services over the internet have greatly intensified interest in connected viewing and its impact on the traditional broadcast model No single source of audience measurement for viewing of long- and short- form video content across all screens yet exists, though current market data suggest that connected viewing occupies a c.

 Media, TV January 2013 Access this report

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Consumer magazines: economic and technological disruption

Persistent, anaemic economic growth continues to constrict all spend on recreation and culture, especially for lower income consumers. Female readers, the bedrock of the magazine industry, will be especially hard hit by government austerity measures, which will begin to bite in 2013

Smartphone and tablet ownership amongst wealthier consumers has already impacted their spend on magazines. The industry can expect further shocks as mobile device penetration grows among older and also lower income demographics

 Media, Press January 2013 Access this report

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Facebook finally trials social search

Facebook’s announcement of Graph Search, the company’s first move into socially-powered search which now in beta trial in the US, leaves many details unanswered including full launch and monetisation plans. Reliance on user-generated content from Facebook friends limits the usefulness of Graph Search as a conventional search engine and hence its impact on Google and other web search businesses in the near term.

 Media, Internet January 2013 Access this report

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Print media advertising update

Press advertising performed worse than we expected in 2012, with double digit declines both last year and this year now a very real possibility.

Previously resilient areas of the press have weakened. Popular national titles have seen sharp advertising declines, while faltering circulation in celebrity magazines exposes an underlying decline in demand.

 Media, Press January 2013 Access this report

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YouTube’s Original Channels venture

YouTube continues to evolve away from user-generated content with the expansion of its native Original Channels initiative in the US, Europe and Japan

Professional and semi-professional content is key to increasing YouTube’s sellable video inventory, raising advertising yield and attracting brand advertisers

Whilst YouTube is the leading global distribution platform for professional short-form video, it poses little immediate threat to TV viewing or revenues

 Media, TV, Internet January 2013 Access this report

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The Leveson Report: entering the mire

On 29 November, the Leveson Inquiry into the culture, practices and ethics of the press finally issued its report. Its verdicts on the conduct of the press, politicians and police were less severe than expected.

The three main political parties have accepted most of the report’s recommendations, but have disagreed over the use of statute. As expected, the Conservatives are against, while Labour and the Lib Dems are in favour.

 Media, Press December 2012 Access this report

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Pre-Christmas mobile platforms update

Smartphones and tablets running iOS and Android will outsell PCs by more than 2:1 in 2012. There will be 1bn of these devices in use by the end of the year, compared to around 1.5-1.6bn

PCs The hardware business continues to polarise, with Samsung and Apple dominating revenue and revenue growth and most other branded manufactures looking distinctly sub-scale. Samsung and Apple are using their scale to cement their position

 Media, Mobile, Technology, Telecoms December 2012 Access this report

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UK mobile market Q3 2012: Awaiting 4G

UK mobile service revenue growth nudged down in Q3 2012 by 2.0ppts to -3.8%, with 0.5ppts driven by an increase in the effect of regulated MTR cuts and 1.5ppts caused by underlying factors, largely driven by a weakening UK economy

 Mobile, Telecoms December 2012 Access this report

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European mobile revenue growth and outlook Q3 2012: Nadir not yet reached, can 4G help?

European mobile market service revenue growth dropped again in Q3, by 1.9ppts to -6.2%. This was not helped by a substantial increase in the MTR impact, driven by a big cut in Italy, but underlying revenue growth still fell by 1.3ppts In stark contrast to Europe, the US mobile market continues to grow apace, with there being over 10ppts between the growth rates of the two regions.

 Mobile, Non-UK Telecoms, Telecoms December 2012 Access this report

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UK local media: a holy grail?

This report explores and quantifies expenditure in the local media landscape. Flat disposable income and the rise in e-commerce continue to force many retailers from the high street, though we argue first-rate small and medium enterprises (SMEs) have the opportunity to grow share of the local market, despite these pressures

 Media, Press, Internet December 2012 Access this report

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UK broadband, telephony and pay TV trends Q3 2012: Volumes falter, but pricing remains firm

After a host of TV-related announcements/launches last quarter, the main feature of the last three months has been price increase announcements, with all four of the large operators announcing a significant price increase(s) to take effect between December 2012 and February 2013

 Fixed line, Telecoms December 2012 Access this report

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TV advertising forecasts: 2012 - 2017

2012 has been a year of two halves, with TV NAR up by 2-3% in H1, plus the feel good factor of the Diamond Jubilee and London Olympics, but down by 1-1.5% across the full year as economic conditions have worsened in H2 2013 and 2014 promise to be especially taxing times with significant downside risks due to weakness in the economy, the squeeze on consumer disposable income and beginnings of real fiscal austerity On the upside, we expect negative structural pressures, caused by increases in CI delivery and online growth, to subside and conditions to improve from 2015

 Media, TV November 2012 Access this report

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Vodafone Q2 2012/13: Growth slows further, will new pricing help?

Vodafone’s European revenue growth dipped again in the September quarter from -2% to -4%, with regulation and poor macroeconomics playing a part, but the company also lost ground to the competition

This poor competitive performance was likely due in part to the operating companies being distracted in anticipation of the new Vodafone Red tariffs launched in September and October

While the strategic logic of launching unlimited voice and text tariffs is sound, early evidence is that they are not revenue-enhancing in the short term, so further pressure on revenue growth is possible

 Mobile, Telecoms November 2012 Access this report

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US Q3 handset sales: 80% smart, 41% iPhone

In Q3 the ‘big four’ US mobile operators sold 22.6m phones to retail contract customers (90% of the market): 80% were smartphones and 41% were iPhones The iPhone has had close to 50% of US smartphone sales every quarter since December 2011, when Sprint began selling the iPhone, and shows no sign of weakness US iPhone sales are supported by a market pricing structure that masks the iPhone’s price premium

 Mobile, Technology, Telecoms November 2012 Access this report

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