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.
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Benedict Evans was quoted in an article discussing Samsung who set out its pitch to app developers at the first event of its kind in Silicon Valley on Monday. He said that " Samsung has always had feet in lots of camps and it needs to keep a 'Plan B' open in case of problems with Android. But it's unlikely it plans to try to create a standalone platform as a rival to Android any time soon."
Benedict Evans was quoted in an article discussing Apple's FY 2013 results. He said that "clearly Apple has moved out of one growth phase." With the iWatch and TV, "it's much less clear there is a $200m-a-year market that can add another leg to the stool."
Alice Enders was quoted in an article discussing big publishers' reluctance to sign up for digital book services. She said: "cannibalisation is probably one of their biggest fears as 80 per cent of their revenue comes from 20 per cent of the most avid readers."
Benedict Evans was quoted in an article discussing how Twitter's flaws and feuds helped it fly the nest. He said: "if Twitter was a properly run company, would it have worked? Twitter can be whatever you want it to be. It's not constrained by a vision and a set of execution issues. If they don't screw it up, it may have a unique kind of value."
EE’s 4G base continued to accelerate, with 8% of its contract subscribers now on a 4G plan less than a year after launch, and it should accelerate further with the launch of cheaper 4G handsets allowing much lower entry price points from next month
However, the market remains weak, with EE’s underlying growth still negative, and any benefits of 4G being more-than-countered by accelerating weakness in overage and prepay revenues
Firmer price increases are needed for full market repair, but these appear more evasive than ever with Ofcom’s recent decision severely restricting the scope for mid-contract adjustments
Auto is the third category in our annual series of reports in UK classified advertising, following UK classifieds and recruitment category outlook [2013-090] and Property classified advertising [2013-091]. Our Auto market report analyses the key drivers in the communications marketplace for used cars, notably transaction volumes and pricing. Overall the auto market is reasonably stable, with new car sales picking up substantially in recent months, while used car sales are roughly flat. AutoTrader remains the big beast in the marketplace, having closed its print product and now focused on developing its digital services alongside its core search. Our report analyses media usage by Car Dealers, and provides five year expenditure forecasts.
Property is the second category in our annual series of reports on UK classified advertising, following Recruitment [2013-090] and with Autos to follow. Our Property market report analyses the key drivers in the communications marketplace for UK domestic property, notably transaction rates and house prices, but also substantial developments in government policy. We analyse the Estate Agent marketplace and drill down into expenditure patterns for property advertising across all media, and provide five year forecasts. In digital the competitive battle between Rightmove and Zoopla is heating up, and we analyse the implications for this in the next few years.
Our annual series of reports on expenditure on advertising in the classified verticals of jobs, property and autos, kicks off with an overview of the print-to-digital transition that has lifted the share of digital to close to 50% by 2012. The advantages of online for professional classified advertisers in relation to print include: national reach; measurability and tracking software; value-for-money for listings; dense user experience; and advertiser add-ons. Aside from the fragmented recruitment market, the UK’s online classified marketplaces for property and autos are highly consolidated around one or just two suppliers. Second-tier property supplier Zoopla Property Group is slated for an IPO in 2014 or in 2015, and the sale will be helped by the buoyant housing market. An IPO of AutoTrader is also widely expected, amidst a more general recovery of transactions in the sector. Our recruitment segment analysis highlights the more positive trends in the labour market in 2013, which are to continue in 2014 and 2015. However, the online recruitment market is highly fragmented on the advertiser side due to the myriad of companies and positions being filled, also splintering the online market across a large number of job boards, aggregated by Indeed. On the jobseekers side, professionals are increasingly being drawn to LinkedIn or category-specific professional networks, attracting employer expenditure on recruitment advertising. LinkedIn is the single biggest online supplier in the UK and is also the more dynamic through network effects and price competition on listings. We project about 5-7% annual growth of expenditure on online recruitment to 2017, amidst a terminal collapse in advertising in print.
Benedict Evans was quoted in an article discussing Apple's new iPads. He said the launches contained "no real surprises." He added that "Apple doesn't need to be competitive on price because there are two completely different markets for tablets."