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.
"I completely approve of her strategy to encourage a real sense and actions related to the overall well-being of the company."
"There has never been a common culture at WPP – it’s been a holding company structure for so long and created via acquisitions. Rose is attempting to create a team culture of shared achievement, which is bound to be a positive direction."
In early March, OpenAI pulled back from Instant Checkout, a plan in which consumers would shop for goods directly inside ChatGPT. This was after a five-month trial in which the company appears to have found that building a successful commerce platform is harder than it looks. “Like many of OpenAI’s initial launches, it felt more like a public demo of what the tech could do than a very sustained effort to set up a commerce business,” said Niamh Burns, an analyst at Enders.
Then, last week, it ditched Sora, its viedo-generation platform, and with it a $1bn deal in which Disney was going to license OpenAI-generated content to “unlock new possibilities in imaginative storytelling”. This was strategic for OpenAI, because Sora was a money pit. It was awkward for Disney, which reportedly learned that the platform would be axed an hour before the public did.
The middle tier is gone. Streaming pricing is bifurcating toward premium ad-free and ad-scaled tiers. Netflix played the long game—letting Disney+ and HBO Max normalise higher prices and absorb the churn risk, then hiking Standard to $19.99 and Premium to $26.99 to reclaim the premium position once the ceiling had been raised.
The industry has crossed the profitability threshold, but the gap with Netflix widens rather than closes. Linear is still funding the transition—the spin-offs and segment collapses are a visibility play as much as a structural one.
Ad tiers are scaling fast but monetising slowly. Sports is the acquisition flywheel everyone is betting on, yet the ROI remains unproven—Peacock's losses widened the moment NBA rights hit. Reach is rising; depth of engagement is diverging.
Matt Brittin has no direct experience in news and television. But he has joined the board of the British daily newspaper "The Guardian." "He created the Google Showcase service, which has provided significant financial support to many media outlets. He understands the importance of media pluralism," says Claire Enders of the Enders research firm. "He is a leader who can contribute a great deal to the European Broadcasting Union (EBU) [the association of European public broadcasters, including France Télévisions and Radio France]," she adds.
Enders Analysis, the research firm, described the collapse of the Sora agreement as “a brutal lesson in the perils of licensing in an emerging technology sector with clear ‘deal fever’.”
OpenAI has switched off its video AI Sora, under pressure to streamline and monetise as Anthropic captures enterprise momentum.
Google remains as the dominant US video AI player, with more established media industry relationships. Video AI will coalesce around more targeted, industry-ready tech.
The media industry might not mourn Sora, but the unwinding of the Disney/OpenAI deal means it's back to the drawing board on establishing a model for extracting revenue when media IP is used in video AI.
Given Brittin’s CV, Claire Enders, the founder of Enders Analysis, said it was a coup for the BBC and he would have the respect of government.
“It’s quite extraordinary to have someone of that stature who has no necessity whatsoever for status,” she said. “He’s a very thoughtful and calm person who would never have applied if he hadn’t considered this deeply. I think there is an element of real public-spiritedness.
“It is very brave for someone to step into that kind of 24/7 position.”
“I think we are extraordinarily fortunate to have attracted a person of that calibre to what is a national and global institution of enormous importance in a world at war,” says Claire Enders, the founder of research company Enders Analysis. “Success for him will not be about growth, but about strategy and strength, and making a difference by shaping the news available to all for the better, here and elsewhere; that is a very big task, particularly with the financial burdens of the BBC.”
