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: 2013-05
Format: 2013-05
sort icon Sector(s) Date

The changing face of ITV: FY 2012 results

Highlights of 2012, which saw double digit EBITA growth for the third year running, included ITV outperformance of the advertising market, strong organic growth in ITV Studios and a large increase in Online, Pay & Interactive revenues The outlook for 2013 suggests that EBITA could see double digit growth for the fourth year running.

 Media, TV March 2013 Access this report

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The CRR dividend - what dividend?

The Office of Fair Trading (OFT) has confirmed receipt of a formal request from ITV plc for a review of the Contract Rights Renewal (CRR) remedy and will announce its decision whether to proceed before the year is over

 Media, TV September 2007 Access this report

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The Daily Cloud – Murdoch, publishers and Apple

With the Daily, Rupert Murdoch has launched an iPad-only mass market ‘newspaper’ with a fifth of the journalists and just 15% of the revenue per reader of a conventional popular newspaper. Whether it succeeds or not, this sort of radicalism may be essential if the spirit of newspapers is to survive

The Daily is using every tool Apple and the social web can give it to drive adoption, but for all the video and twitter feeds it remains at heart a print product on a tablet. The first truly native iPad news voice has yet to come

Media, Mobile, Press, Internet, Telecoms February 2011 Access this report

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The Digital Bomb II - The Digital TV World Market

This report explains why we are pessimistic about the short and medium term prospects of the global digital TV supply chain. While some recently published forecasts of digital TV penetration remain unremittingly optimistic, our own estimates suggest the number of digital homes may reach only 160 million by 2005. Not only are we bearish on demand but we find an industry that is concentrating on consolidation rather than unsustainable subscriber growth.

 Media May 2002 Access this report

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The Digital Bomb III

Digital Bomb lll is our third annual assessment of the global market for digital set-top boxes and associated hardware. So far, our forecasts have been accurate and we continue to see relatively slow growth in the next few years.

 Media May 2003 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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The Digital Dividend: made for mobile

Ofcom has reallocated its Digital Dividend spectrum, allowing the UK to fit in with plans for harmonised usage of the spectrum across Europe, resulting in most of the spectrum being made ‘mobile friendly’, and a little left for digital TV services

The revised plans provide a much improved platform for mobile services in a very attractive spectrum band, with European harmonisation providing the potential for standardised (i.e. cheap) equipment and handsets

 Mobile, Telecoms March 2009 Access this report

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The Digital One radio multiplex: desperately seeking subsidy

Following Channel 4’s decision not to proceed with its plans for digital radio, there is a glut of unused capacity on the existing national digital commercial radio multiplex (owned by Digital One) which threatens its commercial viability

 Media, Music and Radio October 2008 Access this report

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The Digital Terrestrial Licence Applications

Digital terrestrial television in the UK and elsewhere faces three enormous problems: (1) the paucity of attractive programming available for free distribution; (2) the uncertainty of the coverage and picture quality; and (3) the low channel capacity compared to satellite and cable. The four bids for the UK DTT licences try to address these problems, but with limited success. In the next two weeks the Independent Television Commission will try to choose the least worst proposal.

 Media June 2002 Access this report

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The ebooks explosion

Market data and industry anecdote point to an explosion in ebook sales in the US and UK in 2011. Leading consumer publishers are seeing ebook sales at 10-15% of total sales in January and February, driven by Christmas device sales

So far ebooks had been strongest in niches: romance, business books and frequent travellers. They have now moved into the mass market: few genres will be untouched

 Media, Mobile, Technology, Telecoms April 2011 Access this report

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The Future of Digital Radio - is it 'DAB'?

This report considers recent activity concerning the radio sector’s Digital Audio Broadcasting (DAB) platform and examines the implications, particularly in view of the recent establishment of a government working group examining the future of digital radio, and given weak consumer acceptance of DAB. It concludes that overcapacity of DAB spectrum is an issue that will only be exacerbated by the planned launch of a further DAB national multiplex by Channel 4 in 2008

 Media, Music and Radio January 2008 Access this report

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The future progress of Ofcom's pay-TV review

Three years into its pay-TV investigation, we expect Ofcom to impose a wholesale must-offer obligation with regulated prices on the Sky premium films and sports channels in its final statement scheduled for Q1 2010

The WMO could take effect by the middle of 2010. It appears unlikely that Sky will be granted a stay of implementation whilst its appeals against the lawfulness and substance of the WMO remedy are being heard

 Media, TV November 2009 Access this report

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The Googlephone: nice software, shame about the hardware

The long awaited first Android-driven handset was launched this week, and with the Google logo emblazoned on the back it has been swiftly christened the Googlephone

 

 Mobile, Telecoms September 2008 Access this report

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The Gross Margin from Retailing Premium Pay-TV Channels

 Media July 2001 Access this report

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The Hargreaves Report: tilts at windmills

The Hargreaves review of UK intellectual property law proposes to introduce a “limited private copying” exception to legalise existing recopying across devices

The proposed Digital Copyright Exchange (DCE) is a good idea, but industry reticence to financing and using a DCE is a challenge

Practical solutions to licensing digital content-based services should be the focus of Coalition efforts to spur innovation and economic growth

 Media, Internet, Music and Radio May 2011 Access this report

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The High Cost of Going Digital - The experience of BSkyB

In The Digital Bomb II (2002-21), we asserted that the worldwide switch to digital TV would take place more slowly than most commentators expect. We base this view on our assessment that there is no financial incentive for the operator to make the switch from analogue to digital TV.

1. The evidence of a rapid slowing of the growth in multichannel homes is increasingly clear. We predict that Sky will miss its target of 7 million subscribers by the end of 2003 by 300,000 homes, if current trends continue.

 Media, Telecoms June 2002 Access this report

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The internet... on your mobile?

Dramatic growth in datacards and Blackberry users has fuelled excitement that the mobile internet is finally arriving to the mass market, even though these remain largely business devices

 Media, Mobile, Internet, Telecoms February 2008 Access this report

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The ITV Merger

The public debate about the ITV merger has revolved around whether the maintenance of two separate sales houses is the appropriate remedy to be imposed by any Competition Commission inquiry. We argue that the real issues are more complex.

 Media February 2003 Access this report

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The ITV Merger - The Final Hurdle

Last week Enders Analysis interviewed David Elstein. Elstein is leading a team attempting to put in place a new management at ITV in the event that the merger is allowed by the Competition Commission. This note carries his views on the remedies likely to be imposed by the Commission and also on the scope for cost savings and improvements in business strategy at the merged group.

 Media August 2003 Access this report

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The ITV merger ten years on

In 2003, the Competition Commission imposed the CRR remedy as a condition of the proposed merger of Carlton and Granada to allay advertiser fears that the new ITV plc would use its market power to leverage higher airtime prices on ITV1 CRR made it possible to stop the ITV1 premium from rising and yet the ITV1 premium has risen almost without a blip since 2003.

 Media, TV April 2013 Access this report

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