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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

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.

“Their track record of creating programming that cuts through has been underwhelming. They have spent a lot of money and made a lot of shows that haven’t really entered the public consciousness,” says Tom Harrington, head of TV at the Enders Analysis consultancy. “And they have a big subscriber base, a lot of people who have access to it, but you can count on one hand the shows which have really cut through.”

“No one knows what Max is, no one really understands the HBO brand,” says Harrington. “They kind of like the shows when they’re on Sky, but they’re not enormous shows outside Game of Thrones or House of the Dragon.”

Tom Harrington, head of television at Enders Analysis, says there would be “obvious advantages” for consumers.

“If you add all the tech spend of the PSBs together, it’s still insignificant compared with Netflix or Amazon, who set the perception of what a streaming service should be,” he says.

“Divided up and doing their own thing it’s going to be even worse, so combined they could pull together something half-decent that would work.”

Advertising revenue is expected to stabilise in 2024, which an Enders Analysis report said will provide a more stable planning base.

“Recent volatility has tested the broadcaster’s flexibility and proactiveness, above its competitors who are more insulated,” wrote analysts at Enders.

Enders pointed out other issues for Channel 4, including a “quantifiable drop” in the relative success of programming compared to pre-Covid-19 and a continued loss of broadcast viewing share among 16-34-year-olds.

UK news publishers are experimenting with generative AI to realise newsroom efficiencies. Different businesses see a different balance of risk and reward: some eager locals are already using it for newsgathering and content creation, while quality nationals hold back from reader-facing uses.

Publishers must protect the integrity of their content. Beyond hallucinations, overuse of generative AI carries the longer-term commercial and reputational risk of losing what makes a news product distinctive.

Far less certain is the role of generative AI in delivering the holy grail of higher revenues. New product offerings could be more of an opportunity for businesses that rely on subscribers than those that are ad-supported.

“The worry for Character.ai is the things it is doing can easily be replicated by big tech firms with financial firepower and huge global reach,” said Jamie MacEwan, an analyst at Enders Analysis. “Those star founders were its biggest selling point in the industry, I’m not sure if without them it can pretend to hold on to a technological edge.”

“The DPC’s decision when announced could heap political pressure on TikTok,” said Jamie MacEwan, a senior research analyst at Enders Analysis, a London-based research firm.

Measures could include requiring further commitments from TikTok to open European data centers for storing its user data locally.

Still, “unless there are any truly explosive revelations, tensions will be resolved along technical lines rather than through calls for a ban,” he said.

2023 was a challenge for Channel 4: with the advertising market failing to recover after a difficult start, the unpredictability led to an unexpected YoY drop in content expenditure

In 2024, advertising revenue is expected to be flat, which provides a more stable planning base. Recent volatility has tested the broadcaster’s flexibility and proactiveness, above its competitors who are more insulated

To that end, Channel 4’s process of diversifying its business—the difficulties of 2023 show that it needs to be supported in these endeavours if the sector wants a consistent return of benefits