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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.

 

Rigorous Fearless Independent

Joseph said Twitter has a good chance of forcing Musk to pay what now looks like a very high price for the company because “most people don’t come to business and legal negotiations with the bad faith and poor behaviour that Musk has displayed”. “That gives Twitter good leverage to get a renegotiated deal that avoids a full court battle: either a slightly reduced purchase price, or a more substantial damages payment than the $1 billion."

The 'enterprise metaverse' is best described as the next generation of communications, productivity, and collaboration tools—with VR/AR the centerpiece of the experience. Big tech is investing billions to bring it to market quickly

Quest 2 VR headsets by Meta have changed the cost equation for VR deployment in enterprise—low-cost headsets already have enterprise demand outstripping supply globally

Microsoft and Meta are closely aligned and co-operating, but Meta has its sights on its own high-value commercial customers and can expect incumbents to fight to retain them

Francois said “In the main markets of North America and Europe, it’s not about growing the subscriber base for Netflix, but keeping it and raising prices. Sport is a very good tool against [losing subscribers] because you have those in the fanbase that won’t churn because a season is over six months, or four months, and matches are shown every week."

“The question is does Netflix want to remain one streaming option among many? Or do they want to be a full alternative to traditional TV that would encourage consumers in Europe to forget about Sky? If you want to do that, you need sport. While not cheap, sport means you can charge a higher subscription fee.”

Gill Hind, director of TV at Enders Analysis, has told TVBEurope she expects the government’s plan to sell off Channel 4 to move to the backburner following Boris Johnson’s resignation as UK prime minister.

She adds that the idea of privatising the broadcaster doesn’t have wider support among MPs, while over 96 per cent of the 55,737 organisations and individuals who responded to the government’s consultation on the future of Channel 4 said they did not support the privatisation of the broadcaster. 

Hind says she doesn’t think privatisation will be a priority for either the new prime minister or culture secretary. “That’s not to say it won’t rear its head, because during Channel 4’s almost 40 years on air it’s always does periodically.”

Global SVOD operators are expanding their sports content offerings. Amazon just bought UK Champions League rights, Apple signed US baseball and global football (soccer) deals, Paramount and partners won the Indian Premier League cricket auction, while Netflix unsuccessfully bid on the US Formula One licence.

In the US, streamers feed an already very competitive market, while in Europe they could potentially relaunch inflation for rights after a period of stagnation. Next moves by Warner Bros. Discovery (BT Sport and Eurosport) and Disney will be critical. Sky and Canal+ could be facing upward cost pressures.

If rights fragmentation were to increase, deeper aggregation and bundling may be necessary to avoid shrinking the consumer pool while the pressure to consolidate may intensify. Intriguingly, global rights deals may become more likely.

Reportedly, BT Sport is about to seal a deal to extend its coverage of the revamped Champions League until 2027. Amazon is going to step in with a weekly game, and the BBC will get the rights to the highlights.

In France, Canal+ has outbid Amazon to claim the full rights package thanks to a bid that has grown the total value of the rights by 28%.                                  

With Canal+’s football content secured, the upcoming Ligue 1 auction may struggle to find bidders, a fate threatening other short-sighted leagues.