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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.

Our research is independent and evidence-based, covering all sides of the market: consumers, leading companies, industry trends, forecasts and public policy & regulation. A complete list of our research can be found here.

 

Rigorous Fearless Independent

Media and philanthropy: Leveraging reach and community

31 May 2024

This report is free to access

The UK charity sector’s role in sustaining the fabric of communities is increasingly important as poverty spreads during the worst cost-of living crisis since the 1970s, at the same time as donations are weaker and costs are rising.

Media play a crucial role in raising the awareness, engagement and donations to charities by individuals, the bedrock of income. Selected case studies of TV, radio and the press show how charities leverage their unique qualities to engage audiences across the UK.

We highlight Gordon Brown’s landmark anti-poverty community-based Multibank initiative, which gifts essentials to those most in need, and has vital support from Sky, the Financial Times and News UK.

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Tom Harrington was quoted in The Telegraph on "Will Netflix become Britain’s home for live sport?"

18 November 2024

“From a monetisation angle, the costs of this content is so high that it wouldn’t be possible for Netflix to just include it in the main offering,” explains Tom Harrington, analyst at Enders Analysis. “That means it would need to create special sports add-on packages which subscribers would have to pay for. This would be a major shift for a business like Netflix.”

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Adam Dalrymple was quoted in The Guardian on "How will BBC revamp Match of the Day when Gary Lineker leaves?"

18 November 2024

Of course, they would say that. But it makes sense to strengthen a well-established sports brand, says Adam Dalrymple, of the media pulse-takers Enders Analysis. Its recent report showed TV sport viewing was relatively robust: while broadcast TV figures had plummeted by 26% since 2015, sports viewing was down just 3%. “Every media company is grappling with the digital transition,” Dalrymple says. “But Match of the Day has a head start because it already has a digital home.”

 

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Jamie MacEwan was quoted in Digiday on "TikTok pushes to attract SMBs and its latest advertising tool might just do the trick"

15 November 2024

Having tools like this is another way for TikTok to try to reassure smaller advertisers, who already manage Google and Meta spend and have limited marketing teams, that they can multi-home on TikTok without paying an enormous price in time or effort, explained Jamie MacEwan, senior research analyst at Enders Analysis.

“It’s really important given how much Reels and Shorts have grown, and the fact that Meta and Google are continually improving their tools that convert creative across a range of formats, including short-form video,” he added. “These advertisers tend to focus more on immediate ROI, so the hope will be that reducing upfront costs can give them more leeway on their bids for clicks and impressions.”

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Disney Q4 2024: Building stage over, time for growth

15 November 2024

Disney believes it has turned a corner, laying out positive forecasts for the next two years, featuring annual, double-digit EPS growth. Streaming is now reliably profitable, although its low and generally inert ARPU will inevitably have to be stoked by more price rises

In the UK, Disney+ continues to trail Netflix in a number of core metrics—reach, engagement and habituality—but Rivals signals the potential of a positive trajectory

Similarly, although Disney's relatively patchy theatrical release schedule has had an effect on Disney+, a strong next six months should flow through to service growth

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Vodafone: The wurst quarter

15 November 2024

Vodafone’s Q2 performance was in line with the company’s guidance on almost every metric and was always going to be a tough one given the hit from TV losses in Germany and the annualisation of price increases there

The share price reaction (-6%) is likely a reflection of fears around Vodafone’s ability to improve underlying operational performance in Germany. Whilst this remains a valid concern, there is nothing in these results to amplify our worries on the issue

Escalating competitive pressure in German mobile is, however, a threat to the company’s growth outlook, and Vodafone’s promise to be “disciplined” in its approach to it may turn out to be too conservative a strategy

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UK Creative Industries: Spinning media for Labour’s Industrial Strategy

14 November 2024

The Creative Industries (CI) are part of the UK’s emerging Industrial Strategy to power up output growth instead of relying mainly on consumer spend. Film & TV production is a prime example of a longstanding and successful industrial strategy that could be widely emulated.

Media’s contribution to economic growth is mainly in the form of a broad regional spread of skilled jobs created by a mixed ecosystem of commercial and not-for-profit entities, such as the BBC PSB Group and Channel 4, alongside 25,000 charities devoted to culture and recreation.

Media adds more than economic value to the UK by uniquely creating (unmeasurable) societal values through cultural products and services, anchoring a common language and identity at home, and conveying a vibrant and inspiring Britain to the world.
 

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