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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Publications

Format: 2014-04
Format: 2014-04
Sector(s) Datesort icon

Iliad - Destiny

Iliad is among the very few European altnets that have made unbundling a profitable business, despite France's highly contested market for broadband. This report examines Iliad's current positioning in this market, and the development of the media side of the triple play to grow ARPU and differentiate the brand

Fixed line, Non-UK Telecoms, Telecoms September 2006 Access this report

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Vodafone chooses wholesale broadband from BT

Vodafone is taking the first step in implementing its convergence strategy in the UK by buying broadband from BT Wholesale; while we believe the strategy is misguided, Vodafone’s approach is at least cautious 

The company is at least unlikely to be losing money on the product, and is perhaps just sensibly testing the water for positive consumer interest in a bundled package from Vodafone

Telecoms September 2006 Access this report

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Pipex acquisition of Bulldog and Toucan, wholesale deal with Cable & Wireless

Pipex’s acquisition of the Bulldog and Toucan customer bases establishes it as a significant player in the UK residential telecoms market 

Counterbalancing the good news, churn stood at a record high in recent years of 11.8%, while ARPU grew by only £3 compared with Q1 2006 after discounting exceptional factors and changes in accounting policies. Multiroom growth has also slackened

Telecoms September 2006 Access this report

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European Mobile Revenue Growth – June 2006 quarter

In the attached slides, we examine the service revenue growth trends in the top five European mobile markets (UK, Germany, France, Italy and Spain) over the last six quarters (ending in the June 2006 quarter), focusing particularly on the latest trends. The analysis is based on the published results of the mobile operators, although we have had to make estimates where the operators have not reported recent figures (only Virgin Mobile), or their data is not complete or inconsistent. A copy of the underlying data in spreadsheet format is available to our subscription clients on request.

Telecoms September 2006 Access this report

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H3G results: the lengthening path to profitability

H3G has extended its deadline for hitting EBITDA breakeven, with this now around 12 months later than its previous forecast, we believe due to management failing to understand the extent of its churn problem 

The Zune Marketplace is no match for the iTunes Store, with a smaller repertory of music and no video to supply the Zune, since Microsoft has announced it will soon sell video for the top-end Xbox 360, around which its ‘home-entertainment’ strategy is based

Telecoms September 2006 Access this report

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UTV and SMG merger could revive commercial radio sector

The prospect of a merger between Scottish Media Group (SMG) and UTV (formerly Ulster Television) provides exactly the positive news the commercial radio sector needs at this time. The merger would bring together two national stations, Virgin Radio and TalkSport, under the same ownership, creating opportunities to increase these stations’ audiences, grow their revenue yields, and improve profitability whilst, at the same time, reducing operational costs by combining their management and sales functions.

Media August 2006 Access this report

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NTL Q2 results

NTL’s Q2 results were again adversely affected by merger-related costs

Google’s phenomenal ascent is built on its domination of search, now the main growth driver of online advertising and accounting for 59% of the UK internet ad market which we estimate will be worth £2 billion this year or about 13% of total ad spend

Telecoms August 2006 Access this report

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UK DTV Platform Growth

The UK continues to be the largest and fastest growing national digital TV (DTV) market in Europe. We now expect 75% of UK TV homes to be equipped with digital reception by the end of 2006, rising to over 85% by the commencement of digital switchover in autumn 2008.

We have argued that mobile operators offering free broadband makes little sense from an economic perspective, and it now appears that it has little draw for consumers as well (which is lucky given its very high cost)

Media August 2006 Access this report

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Poor ratings exacerbate commercial radio woes

The latest RAJAR radio data (Q2 2006) delivered further bad news to the commercial radio sector, whose audience share has fallen year-on-year in all but four quarters of the last eight years to the benefit of the BBC. Commercial stations’ share of listening has dropped from a peak of 51% in Q2 1998 to below 43% this year, a level last witnessed in 1993.

Media August 2006 Access this report

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BT FY 2006-07 Q1 results: revenue growth looking more vulnerable but overall performance continuing to improve

Group revenue growth remains positive, but intensifying competition in residential services and the absence of further big wins in corporate contracts mean that it looks more vulnerable than it has for some time 

Telecoms July 2006 Access this report

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UK Mobile Consumer Trends

In the attached report we are publishing the 2006 edition of our regular review of UK mobile user trends, based on a survey of 1,000 adults. We look at handset ownership, replacement trends, handset manufacturer choice, network operator choice, camera phone ownership and usage, 3G handset ownership and usage and, finally, interest in Mobile TV.

Telecoms July 2006 Access this report

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Vodafone June quarter KPIs: excuses, excuses…

Vodafone blamed a harsh competitive environment and the timing of Easter for its low revenue growth in core markets reported this week. Its growth did at least not decline again, although we expect that Vodafone will again prove to be underperforming its competitors as they report their figures over the coming weeks 

Telecoms July 2006 Access this report

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Sky Broadband: All power to the portal

True to pre-launch speculation, BSkyB has entered broadband with a price-cutting bang that will have sent tremors round the rest of the industry.

Media, Telecoms July 2006 Access this report

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AOL UK internet access sale

AOL UK offers buyers of its internet access business the prospect of instant scale in broadband, enabling 1,000 exchanges to be unbundled on a shared LLU basis. However, it has relatively few of the telephony customers which are necessary to exploit full LLU 

Media, Telecoms July 2006 Access this report

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Sogecable and the Spanish game of football bluff

Spain’s top football club FC Barcelona (Barça) has threatened to withdraw its broadcast licence from Sogecable unless it matches an offer from Mediapro that is almost double the current annual fee for the two football seasons commencing 2006/2007 

The present TV advertising slump appears due to a uniquely British combination of very rapid digital TV growth and singular advertising airtime regulations that include the Contract Rights Renewal (CRR) remedy 

Media, Telecoms July 2006 Access this report

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UK Cable Prospects

The UK market for fixed line telecoms services is undergoing huge change. Local loop unbundling is increasing price erosion in both broadband and telephony. BSkyB, BT and Orange are all planning to launch video services provided over DSL. Fixed line players unable to offer more than one service over the same network infrastructure are up for sale.

Media, Telecoms July 2006 Access this report

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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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