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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.”
The injection of commercial and tech sensibility would be timely for the BBC, according to Claire Enders, founder of research firm Enders Analysis and a British media veteran.
“He is level-headed and will choose his battles wisely,” she said. “Someone new will be more respected by the board than someone they’ve been kicking around for ages.”
Enders, the media analyst, sees Brittin’s tech wealth as a good thing for the BBC. “He’s also a businessman who doesn’t need to do this for the money. He’s doing it for the public good of our country,” she said. “It’s not a job for which people are going to thank you.”
“They have a history of disrupting high-price markets with a low-cost model, but they are barking up the wrong tree if they think that the UK broadband market is one of those high-price models,” said Karen Egan, head of telecoms at Enders Analysis.
Egan added that even if Digi managed to acquire some of the — various — distressed fibre assets in the UK market for free, it would “struggle to make money in this environment.”
François Godard, analyst at Enders Analysis, noted the role of Amazon Prime Video Channels and YouTube Primetime Channels as aggregators of paid streaming services, emphasising the reach that Prime Video can offer a streaming service.
“They have a payment system,” he added.
“If you subscribe to a third-party content owner on Prime Video channels like HBO Max, its content appears through the central interface, mixed into the content rails, including genre rails.”
This mirrors the holistic view that pay-TV operators are building across third-party apps, and Godard described it as very effective for the content owners.
He observed that consumers may lose sight of where the content comes from and eventually credit the aggregating streaming service (in this case, Prime Video).
Ofcom’s final TAR statement offers continuity regulation of copper/fibre networks for the next five years, with fewer twists than expected, (sensibly) not moving the investment return goalposts as the altnet sector struggles to find a sustainable model.
Within the detail, broadband pricing regulation has an unwelcome cashflow impact on BT, leased line price cuts are much softer than originally proposed, Openreach appears to have more flexibility on Equinox-style offers, and some progress has been made on copper withdrawal rules.
Ofcom remains encouraging of altnet consolidation in general, seeing it as a way to enhance the effectiveness and sustainability of altnet competition, but is more wary of some types of deal, in particular those involving overlap such as the proposed VMO2/nexfibre-Netomnia deal.
Service revenue worsened by 1ppt this quarter to -1.7%, but this is heavily distorted by one-off factors, in particular the blowback from O2’s controversial price increases.
For the same reason, MVNOs enjoyed their best quarter ever, particularly Sky and Tesco Mobile.
The launch of ‘O2 Satellite’ will bring a welcome brand halo-effect. Limitations of satellite direct-to-device both make the consumer proposition a tricky one, and protect the mobile industry from cannibalisation.
In 2025, Canal+ delivered results in line with or better than guidance, but the (predictable) losses at Multichoice were bruising for the share price.
The Multichoice acquisition proved timely as African economic prospects improve.
Further opportunities for expansion lie ahead in French football distribution, the Nordic territories and in Southeast Asia.
If you look at Springer’s English-language portfolio, the properties sit at very different points on the spectrum of platform dependency, noted head of publishing at Enders Analysis Abi Watson. Business Insider depends on search and social for most of its traffic, and paywalls haven’t exactly helped (though it has built a strong subscriptions foundation): when visits dropped, so did revenue. Morning Brew is a direct hit, but mostly at the top of the funnel. Politico Pro serves a tiny slice of paying professionals, though it’s extremely valuable. Combined, the English-language portfolio is ad-dependent and double-exposed — to both traffic shifts and advertising swings, stressed Watson.