Claire Enders appeared on Here Comes Pod podcast
7 June 2023
Founder Claire Enders spoke to the Here Comes Pod podcast about the nature of the British media industry and Enders Analysis' place within it.
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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.
Netflix saw revenue grow 17% YoY (to $9.6 billion) in Q2 with margin continuing to stay healthy at 27%, approaching the levels of legacy media. It appears that the immediate revenue benefits of 'paid sharing' are now dissipating but any shift in perception around paying for the service will continue as a positive
In the UK, older viewers continue to drive viewing growth on the service—they will increasingly dictate whether something is a hit
Despite Netflix's perennial narrative of amplifying the effectiveness of foreign-language programming, English-language content continues to travel better than anything else
“Responsible platform operators should gear algorithms towards accuracy and broader perspective rather than sensationalism,” said Jamie MacEwan, senior research analyst at Enders Analysis. “Those standards should also be expected of professional media output. Without these precautions, there is always the risk that platforms and the media themselves become part of the story.”
ITV was said to be charging firms £500,000 for one 30-second slot during half-time of England games, and the cost of the advertising space alone is likely to have set Adidas back more than £5m, before Jude Bellingham, the Beetles and any ad agencies the firm worked with received a single pound.
All of which, Gill Hind, director of TV at Enders Analysis, says, means a bumper payday for ITV.
“Suffice to say that ITV has had a huge Euro 2024 revenue boost, up by about 25 per cent plus year on year,” she tells City A.M.
François Godard was quoted in Les Echos on "Who is DAZN, who won the rights to Ligue 1?"
15 July 2024For specialists, the situation is very different from that experienced with Mediapro, which withdrew, leaving a lasting trauma in the French football. "Mediapro did not have the track record that DAZN has. In fact, its arrival is rather good news for French football because the LFP did not really have much choice. Creating its channel and starting from scratch was too risky!", judges François Godard.
But the whole question is whether the streaming group will remain in the sports world for a long time. "The more countries it has, the more its value increases. I think Len Blavatnik's strategy is to reach a certain scale to sell it at some point: he can now go to Netflix or billionaires in the Middle East, to allow them to be directly a "big" player in the sector," believes François Godard.
For the moment, however, no official information points in the direction of a sale. "Its shareholder is fully committed alongside DAZN for its long-term growth.
Netflix doesn’t think about its audience in terms of traditional demographics, instead it aligns them with ‘taste clusters’, which are formed by thousands of metadata tags on its programmes.
We have replicated Netflix’s approach to content analysis: layering its ‘mood tag’ and genre metadata with viewing data to identify what makes a Netflix hit.
Suspenseful, dark scripted dramas perform best globally, licensed high-volume sitcoms drive viewing in the UK, while unscripted TV has thus far underperformed.
François Godard was quoted in Bloomberg on "CVC Prepares French Football Loan as Clubs Weigh Media Deal"
12 July 2024“It’s positive if CVC steps in here, although I haven’t seen the details,” said Francois Godard, senior media and telecoms analyst at Enders Analysis. “It shows they are committed as an investor.”
Some market-watchers are not convinced Paramount+ has a D2C future outside the U.S. “Internationally, Paramount+ does not have necessary scale to grow profitably, and the merger with Skydance does not change that,” said Enders Analysis’ Senior Media and Telecoms Analyst, Francois Godard. “The new owners need to think hard about the only viable option: going back to a wholesale model under which they sell their content to third party platforms and give up retailing directly to consumers.”
François Godard was quoted in Les Echos on "David Ellison, the new Hollywood mogul who wants to revive Paramount"
10 July 2024Some, like consultant François Godard of Enders Analysis, doubt it. "Paramount can certainly do better on the technological front, but that's not the heart of the problem," he believes. "The real problem is that too many players have started to do distribution by launching their streaming platform, while only two or three can survive."
According to him, David Ellison will have to "get rid of distribution" and sell. Or find alliances for Paramount+. "The streaming part can perhaps work, but not alone, it will be necessary to merge the service with another or at worst include it in bundled offers," he concedes. Jeff Shell has precisely indicated to the "FT" that Paramount+ would consider partnerships with other streaming services and potential "bundles" (grouped offers) to reduce costs and unsubscribers.
Enders analysis’ Francois Godard, meanwhile, says that while socialists are way more “receptive” to the importance of cultural institutions and policies than the far right, the current economic standing of France requires some savings which may impact culture.
“Just like the German coalition announced it would reduce its spendings, the leftist bloc in France will not be spared from having to make similar efforts” says the analyst, adding that the perspectives for culture “could have been much worse” with the National Rally which would have attempted to slash budgets allocated to culture to bolster their profile among far right voters.
Godard says the political turmoils and fragmented national assembly may grip foreign investments in France. “There’s nothing worst than uncertainty for investors, so it will be more difficult for those who want to borrow money and enter the stock market,” he says.