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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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Tom said "If sold to a major content company [such as Disney or NBCUniversal] the rights would certainly be retained for their owned and operated streaming services in the markets they operate."

"Well-known library content is very, very valuable and James Bond has volume on its side."

He added "James Bond is very resilient and very valuable - the amount of use that ITV has gotten from the rights during lockdown, with the production pipeline spluttering, is testament to that."

COVID-19 and Mobility

21 December 2020

This report is free to access 

Lockdown 1.0 in March-April-May 2020 reduced mobility in London to 65% of its pre-pandemic baseline, swelling time spent at home. London’s mobility tracked a similar decline to Paris and New York City, all hugely reliant on public transport

Easing lockdowns and good weather slowly led to a mobility recovery through the summer and early autumn, but it sharply declined again after November’s Lockdown 2.0. The mobility decline was greatest in the City of London, which is more acutely affected by working from home

Each nation in the UK diverged slightly from September due to varying local policies adopted by England, Wales and Scotland to address their public health crises. Notably however, Lockdown 2.0 did not cause mobility to fall to the same degree as late March

Click here to download the Report 

Mobile growth improved very marginally to -3.6% this quarter as roaming revenues were harder hit and competitive intensity bounced back, but usage recovered from the lockdowns in Q2 and cuts to intra-EU calls were annualised.

Italy’s fortunes took a turn for the worse as roaming hit particularly hard and Iliad resurged. After a spate of downgrades to the outlook last quarter, there were some tentative upgrades in Q3 although the tone remains cautious.

The diminished drag from roaming is the primary positive driver from here. Although lockdowns of some degree are in place in Q4, their impact will be less severe than those in Q2.
 

Alice said “The consumer magazine sector has been going through a period of decline for a number of years but this has been hugely accelerated by the pandemic and the lack of travel and events. Fashion titles in particular have been hard hit. How hard we won’t know until next year but I wouldn’t be surprised if all this restructuring was a way of hiding some of the changes being made below the very top since staff is one of the biggest costs at the company.”

Publisher Future paid a premium to acquire listed GoCo, the financial services comparison platform, for a cash and shares deal valued at £594 million, provided GoCo shareholders approve the deal at a vote in January.

For Future, the purchase of GoCo gives it a platform for consumers for whom the service is free, deepens its tech stack and diversifies revenues to affiliate fees earned from ecommerce.

Future's strategy of growth by acquisition has helped offset structural decline in the print portion of the business. The question is whether GoCo will generate sufficient returns to justify the premium paid

By integrating Amazon's content, Sky tightens up its ecosystem. We now estimate that no more than 5% of Sky users have subscriptions to services that are not carried by Sky Q, excluding Now TV

The agreement may be a first step in closer co-operation, but Sky will be cautious to value the benefits and costs. Amazon's width of business makes it different from others it has made deals with

Sky is on its way to transform the relationship it has with content suppliers from a relatively simple wholesale model to something it now calls aggregation: this appears intrinsically more complex