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
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A busy week in UK broadband

BT’s launch of ‘Total Broadband’ represents a timely improvement in the value proposition for BT’s residential broadband customers but its impact will depend crucially on the success of BT Vision and other related services yet to be launched 

 Telecoms June 2006 Access this report

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ITV1 NAR plunge in 2006

ITV plc national advertising revenues (NAR) from ITV1 fell by £50 million in 2005. This was caused chiefly by a loss of more than 6% in weighted share of commercial impacts in 2004, which enables a proportionately similar reduction in 2005 ITV1 NAR under the CRR remedy. It was offset by total TV NAR growth of about 2.5% in 2005 

BT is clearly positioning its new, 21CN-based wholesale services as an economically viable alternative to both DIY and wholesale LLU 

 Media June 2006 Access this report

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New media and creative industries

Here are the main points of the evidence I gave on 9 May 2006 before the House of Commons Select Committee for Culture, Media & Sport joint meeting with Trade and Industry Committee. I was questioned by the chairman, John Whittingdale MP OBE, and committee members, John Price MP and Helen Southworth MP.

Pipex’s strategy is sophisticated, but its success depends to a large extent on implementation problems at Carphone Warehouse and Tiscali 

 Media June 2006 Access this report

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Orange and Wanadoo in the UK: a match made in France?

Orange’s new ‘free broadband’ offer brings savings of up to 60% for Orange UK customers who pay for broadband, and may appeal to a great many of them 

 Telecoms June 2006 Access this report

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Canal+ outlook for sub growth

Vivendi Q1 2006 quarterly results show solid underlying improvement in earnings, but disappointing subscription figures, which fell by 40,000 in the quarter 

We regard meeting even this extended deadline as difficult given their slowing growth, churn problems and the increasing network costs associated with their network outsourcing deals, and furthermore EBITDA is unlikely to improve significantly from 2007 onwards 

 Media June 2006 Access this report

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Fastweb model under strain

Q1 2006 results show strong subscriber growth due to an enlarged LLU footprint and to promotions 

 Telecoms June 2006 Access this report

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Vodafone results: diverting to fixed line?

Vodafone's performance in its core European markets is continuing to worsen in both absolute terms and in relation to its competitors, and its margin progression is weak 

There is little evidence of a revenue meltdown

 Telecoms May 2006 Access this report

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Cable & Wireless annual results ending 31st March 2006

International subsidiaries continue to perform solidly 

 Telecoms May 2006 Access this report

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Sky Italia and the broadband question

Positive Q3 FY 2006 results and the announcement of a possible flotation have raised speculation that Sky Italia may be gearing itself up to follow BSkyB’s entry into broadband 

 Media May 2006 Access this report

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Eircom

The directors of Eircom, the Irish incumbent, have recommended acceptance of a joint offer from Babcock and Brown Capital and the Eircom Employee Share Ownership Trust 

But BT’s cost performance is improving. Group EBITDA growth has accelerated whilst capital expenditure has been held steady, increasing cash flow (EBITDA minus capital expenditure) 

 Telecoms May 2006 Access this report

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BT FY 2005-06 Q4 results

BT is continuing to grow revenue in spite of increasing competition in the residential market

 Telecoms May 2006 Access this report

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Versatel - Football-driven LLU?

The experience of Versatel (now owned by Tele2) in The Netherlands provides a cautionary tale for new entrant altnets hoping to use premium content to gain broadband market share in a well-contested and maturing broadband market (58% household penetration).

 Telecoms May 2006 Access this report

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Freebox to hit mobile?

Illiad’s new Freebox in France promises savings of ‘up to’ 40% for mobile users by using Wi-Fi to make mobile calls at home, creating fears that it will harm the French mobile industry 

 Telecoms May 2006 Access this report

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BT Vision

BT plans to launch BT Vision – its hybrid Freeview-IPTV service – in Q4 2006. The aim is to broaden the appeal of its broadband offerings and help it to withstand aggressive competition from local-loop unbundlers such as Carphone Warehouse, Wanadoo/Orange and, soon, BSkyB 

 Media, Telecoms May 2006 Access this report

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Sky and football: more to pay, less to show and reduced margin

The FAPL has just auctioned six packages of televised live Premier League (PL) rights, each comprising 23 games, for the three years commencing autumn 2008. The total consideration of £1,714 million is 67% up on the £1,024 million BSkyB is now paying over three years for the same number of live PL games 

Barça cannot afford to dispense with Sogecable’s support as a pay-TV partner and possessor of contracts with the other leading clubs. A deal has to be struck 

 Media May 2006 Access this report

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Valuing Premier League Football Rights

The FA Premier League Limited has set a deadline of 14:00 on Thursday 27th April 2006 for receiving bids for live televised Premier League (PL) rights under the new three-year contract due to start with the 2007/08 football season. BSkyB is everyone's favourite to win at least four out of the six packages of 23 games up for auction, but probably the maximum best-looking five under the new rules that will not allow total exclusivity. Valuing Premier League Football Rights [2006-11] addresses the question of how much BSkyB may have to bid in order to win.

 Media April 2006 Access this report

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Carphone Warehouse

Carphone Warehouse (CPW) has launched a broadband/telephony bundle which effectively offers free broadband to non-cable customers in urban areas 

O2’s purchase of Be may only have cost £50 million but its entry into UK broadband may ultimately prove an expensive distraction 

 Telecoms April 2006 Access this report

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H3G results: 3 broken promises

H3G’s 2005 results underperformed in 3 key areas: net subscriber additions were lower than promised, unit SACs were higher than promised and the group failed to reach EBITDA breakeven as promised 

2006 promises to be much worse due to a markedly bigger drop of about 11.5% in weighted share of commercial impacts in 2005, due to a number of factors (not just multichannel platform growth), and an anticipated decline of between 2% and 5% in total TV NAR in 2006. Taking a mid-value of -3.5% yields a drop in ITV plc NAR of around £180 million in 2006 

 Telecoms April 2006 Access this report

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NTL/Virgin Mobile

NTL’s acquisition of Virgin Mobile will improve NTL’s prospects for revenue growth and enable it to exploit the Virgin brand and marketing expertise 

 Telecoms April 2006 Access this report

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The PVR and Adding Value

The Personal Video Recorder (PVR) will play a central role in contesting the digital TV landscape in the UK over the course of digital switchover and broadband expansion. BSkyB’s market leader Sky+ will be present in over 60% of its Sky Digital homes as the central media storage unit and intelligence hub.

The product, however, has a massive cost to Orange’s economics, and we cannot see how lowering churn or offering extra services can possibly compensate for this – the strategy appears to be driven by French rather than English economics 

 Media March 2006 Access this report

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