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: 2014-08
Format: 2014-08
Sector(s) Datesort icon

H3G’s X-Series and the mobile internet (or lack thereof)

H3G’s X-Series is not quite as innovative as it was presented to be, given that T-Mobile’s Web ‘n’ Walk is very similar in concept (flat rate data tariffs, 3rd party Internet services) and has been available since June 2005

Mobile, Telecoms November 2006 Access this report

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ITV - where next?

Today ITV officially rejected NTL's bid, currently worth around 120 pence/share with, among others, the consequence that Sir Peter Burt will have to continue to show up for meetings at ITV for the foreseeable future

Media, TV November 2006 Access this report

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BT FY 2006-07 Q2 results: further progress but rougher water ahead

Group revenue growth continues to be positive but vulnerable; EBITDA growth continues apace but cash flow growth has again been hit by 21CN capex

Fixed line, Telecoms November 2006 Access this report

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Vodafone H1 2006/07 results: on the mend?

Vodafone’s revenue growth has improved, with core underlying growth rising both relative to the previous quarter and relative to its competitors

Mobile, Telecoms November 2006 Access this report

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NTL-Q3 results

Although NTL could use ITV programming to improve its competitiveness, it is difficult to see how yet another acquisition could be justified, given the managerial and financial burden that would result. Nevertheless, we believe that NTL will move heaven and earth to acquire ITV and is deeply serious in its intentions

Media, TV, Fixed line, Telecoms November 2006 Access this report

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ITV1 Viewing Decline: Causes and Prospects

Having experienced an almost straight-line decline in its audience, ITV1’s 20% share of total viewing in 2006 is about half of what it was in 1992. Although the causes of this dramatic decline have varied, the result has always been the same. When and where will it end? ITV1 Viewing Decline: Causes and Prospects [2006-63] examines the most recent viewing trends, starting in January 2003 and coinciding with the launch of review.

Media, TV November 2006 Access this report

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Vodafone UK broadband launch

Vodafone UK’s new broadband product is not very competitively priced compared to the offers from Carphone Warehouse and Orange, costing £5-10 a month more than the nearest equivalent packages

Fixed line, Telecoms November 2006 Access this report

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Changing times for Sky - fiscal Q1 2007 results

Fiscal Q1 2007 results show unexpectedly strong subscriber gross additions (14% up on Q1 2006) and a promising start to Sky Broadband in its pursuit of at least 3 million subscribers by December 2010. Management attributes the strong gross subscriber additions to the ‘halo’ effect of its broadband and telephony offer

Growth will likely slow from 2006's impressive levels, but the business is still a very solid core, with volumes, prices and commission levels likely to hold up well for the foreseeable future

Media November 2006 Access this report

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ITV/NTL - a possible combination transaction

Under mounting competitive pressure from Sky, NTL needs to reinforce its position in content and has approached ITV about a possible combination

Media, TV November 2006 Access this report

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Microsoft’s Zune: credible or incredible competitor to Apple?

The Zune will compete with the iPod Video – but not the mini, nano or shuffle that have built Apple’s player market share. The Zune’s USP of Wi-Fi capability (to share tracks locally, not download) is just a gadget, not a must-have selling point

Media, Music and Radio November 2006 Access this report

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Classified Advertising in Print and Online

The UK newspaper industry is being engulfed by a 'perfect storm'. Overall advertising has been in a cyclical downturn since mid-2005, and public sector recruitment in particular has been weak, while readers desert newspapers (even free ones) for the internet, to which they are drawing spend on classified and display advertising. We view classified advertising in print media as being in permanent decline, anticipating an overall drop from £4 billion in 2006 to £3.5 billion by 2011

Media, Press, Internet November 2006 Access this report

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Internet Advertising: you’ve been googled!

Last week Google hit the headlines on the back of forecasts for its UK revenues for 2006 which we expect to reach £920 million, up 90% on 2005, cited as proof of a structural shift away from broadcast media to the internet

Media, Internet November 2006 Access this report

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Orange UK: struggling to give convergence away for free

Orange UK’s converged mobile and broadband brands and ‘free’ broadband offer has not proved a big hit with consumers, with Orange reporting just 25,000 DSL net additions for the September quarter, likely to be below 5% market share

Mobile, Fixed line, Telecoms November 2006 Access this report

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French broadband market update

The level of net broadband additions in France declined in Q3 2006 to 539,000 net adds, down 8% on a year-over-year basis, as narrowband migration reaches completion due to exceptional levels of promotional activity induced by the ‘land grab’ for customers

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

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UK Residential Broadband Market

This report examines recent developments in the UK residential market for broadband internet access. We consider past trends and the outlook over the next five years for the total market volume, market shares, prices and margins

Fixed line, Telecoms October 2006 Access this report

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Vodafone drops Carphone Warehouse, but who will fall further?

In a fit of pique over increasing subsidies, Vodafone UK is dropping Carphone Warehouse (CPW) as a distributor, and moving exclusively to Phones4U with lower subsidy levels and volume guarantees, while Orange is reportedly also considering its position with CPW

Mobile, Telecoms October 2006 Access this report

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The Carphone Warehouse's proposed acquisition of the AOL UK access business

The Carphone Warehouse (CPW)’s £370 million acquisition of AOL UK’s internet access business is set to quadruple the size of CPW’s UK broadband customer base, enabling it to become the third largest player in the market after NTL and BT, with approximately 2 million broadband subscribers

Fixed line, Telecoms October 2006 Access this report

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IPO of Neuf Cegetel

Neuf Cegetel will make an initial public offering (IPO) on Euronext Paris on 25th October. Proceeds of about €847 million are expected (if the ‘green shoe’ option is fully exercised and the price is set in the mid-range), of which about €250 million will be fresh money to finance the acquisition of AOL FR and other properties, and the rest mainly to founder Louis Dreyfus and exiting shareholder Suez. SFR (controlled 56/44 by Vivendi/Vodafone) will maintain its stake at 40.6%. The resulting float should be 20.3% of equity

Non-UK Telecoms, Telecoms October 2006 Access this report

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Canal+ Group after the merger

Ten years of fierce and implacable rivalry between Canal+ Group and TPS, the two French pay-TV operators, is expected to end in November 2006, when they close their merger deal and Canal+ France emerges. This report examines the strategic rationale for pay-TV consolidation in the French TV market, where digital terrestrial TV has recently launched and where TV-over-DSL is rapidly being deployed, as well as the potential for the currently low pay-TV margins to rise

Media, TV, Non-UK Media October 2006 Access this report

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CRR (Cash Withdrawal Machine)

Total TV advertising expenditure is expected to fall between 4% and 7% in 2006. ITV1 will suffer most, with a projected fall in NAR of around 13-14%, but the rest of the TV industry is also starting to feel the pain

Media, TV September 2006 Access this report

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