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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
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Claire Holubowskyj was quoted in The Observer on "WPP shares soar as ad agency confronts the AI challenge"
11 August 2026“Twenty-five years ago, the way to deliver the best data and best media planning was through increasing specialisation,” says Claire Holubowskyj at Enders Analysis. “Technology, especially AI, has changed that. Everything needs to be more cohesive, which is why you’re seeing so many integrated platforms. Publicis has done some of this consolidation, but doesn’t seem quite as integrated as WPP. Omnicom doesn’t seem to be close to either of them yet.”
Jamie MacEwan was quoted in CNBC ON Myspace eyes comeback as an ‘antidote’ to social media fatigue — but it may be a long shot
11 August 2026Enders Senior Research Analyst Jamie MacEwan said Myspace will have to work harder to attract advertisers than big platforms, which have proven metrics.
“The question for Myspace isn’t will it eat Facebook’s lunch twenty years later, but can it relaunch as a small ads platform and still be profitable,” MacEwan said.
He added that it will have to balance investing in growth with remaining lean as revenues are lower at mid-sized platforms, which are easier for advertisers to ignore. “SMEs are more likely to spend on platforms they already have a presence on.”
Disney Q3 2026: D'Amaro focuses on the fundamentals
6 August 2026Disney saw a 7% YoY uptick in Q3 revenues (to $25.2 billion) and a 21% jump in operating income (to $5.6 billion) with the concern over domestic parks admissions abated, while streaming performance masked the persistent waning of linear: both face continuing advertising headwinds
For now, Josh D’Amaro’s leadership appears necessarily understated, immediately concerning itself with retooling operations. At some point it will have to yield to a growth strategy that must accelerate without drawing political heat
Disney+ UK’s reach remains resilient despite sluggish engagement, suggesting subscribers now prioritise baseline price over the usage-based perks of higher tiers
Gareth Sutcliffe was quoted in BBC News on "Disney agrees deal to let TikTokers use its films and TV shows in videos"
6 August 2026"This is a deal that repositions and recovers Disney in the UGC [user-generated content] space following the content gap left by the sudden collapse of Sora," Gareth Sutcliffe from Enders Analysis said.
But he said it was not without risk.
"There is an ongoing safety debate around TikTok under European online rules," he said.
"At a minimum, Disney will need to employ significant guardrails to curate the creator content that is selected."
ITV H1 2026 results: World Cup eases things for now
5 August 2026ITV had a good World Cup, with the tournament driving H1 total advertising revenue up 3% YoY (£850 million), while average viewing per game was marginally better than the BBC.
Although the football provided a welcome bump, H1 viewing remained bleak (-8.5%): the broadcaster currently commands its smallest share of the decade and our 2026 forecast of a 6% drop in total engagement may turn out to be optimistic.
As expected, Studios had a steady half and will accelerate towards the end of the year with a particularly high profile pipeline.
Karen Egan was quoted in Bloomberg on "CityFibre Said to Raise £900 Million to Challenge Openreach"
31 July 2026“The cash injection opens up the opportunity to acquire some of the largest alt-nets in the market, but also potentially wade in on the pending and industry-defining Nexfibre/Netomnia deal,” Karen Egan, analyst at Enders Analysis, said.
CityFibre had been in talks to buy Netomnia before the Nexfibre agreement.
The company could target other, smaller alt-nets such as Community Fibre Ltd or Hyperoptic Ltd. to reach its goal of connecting another 3 million homes, she added. Netomnia, which has more connections to premises, would help reach that goal quicker, she said.
Virgin Media O2: Hitting the nadir?
31 July 2026VMO2 suffered a dip in revenue growth in Q2, albeit mainly due to price rise phasing issues and the Daisy integration, with EBITDA growth actually improving.
There were some concerning signs however, with mobile net adds remaining stubbornly low. Full year 2026 guidance is still achievable, but a return to growth in 2027 is challenging.
Regulatory developments have been mixed, and VMO2 will have to be careful what it wishes for as regards the future competitive structure of the sector.