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.
That influence is translating into serious ad dollars. Per Enders Analysis, YouTube pulled in $26 billion in global ad spending last year, outpacing Disney, Netflix and Amazon Prime. In the U.K., it’s on par with ITV’s ad revenue. Disney came in at just $25 billion, followed by Netflix at $17 billion and Amazon at $10 billion.
Two-year-old Temu is mounting a serious challenge to Amazon's 20-year-old Prime value proposition. Temu's extreme low prices at the cost of speed threaten to erode consumer perceptions of Prime's value and convenience.
US tariffs and de minimis changes make the UK more attractive as a destination. Greater competition for sales and advertising will continue in the near term as the platforms adjust.
Temu and Amazon spent billions on ads in the UK in 2024 in the battle for buyers and sellers. Smaller brands and retailers may need to boost brand advertising to fend off the platforms.
According to research from Enders Analysis, the UK has become the most “efficient” market for Netflix under Mensah’s watch, meaning that a high proportion of its original programming becomes a hit. Adolescence, for example, the psychological crime drama starring Stephen Graham, filmed in Yorkshire and released in March, has become a global smash.
“Both the substantial slowing of alt-net’s build plans, and now VMO2 coming to a similar view, is very positive for Openreach and we expect to see that positively impact Openreach numbers before the end of this year,” says Karen Egan at Enders Analysis.
The French league and DAZN have come to an agreement to end their media rights
contract after one season, with the league now having had four main broadcast
partners in five years.
DAZN claims the league failed to protect its ‘exclusivity’, resulting in high piracy.
Ligue 1 blames poor execution.
Without a main broadcast partner for next season, Ligue 1 is exploring the idea of
creating its own direct-to-consumer service.
Disney continued to grow profitability across its three segments, even as streaming subs and revenue remain stagnant. Stoked by Trump-uncertainty, headwinds could have ramifications for leadership succession planning
Challenges to Disney+ engagement may not yet be impacting subscriptions but it will compromise the fame of core IP assets and therefore monetisation opportunities
Green shoots are finally emerging from Disney's games strategy with Disney+ entering Fortnite
“The centrality of the website is declining for many brands.”
That is one takeaway from a new report by Enders Analysis, presented by CEO and director of publishing and tech Douglas McCabe at the PPA Festival Wednesday morning.
“The website itself is no longer the primary destination for consumers as it struggles to meet expectations while AI erodes publisher monetisation,” the report concludes.
As McCabe outlined, the “death of the website” appears nigh as media brands compete in an “asymmetric battle with the creator economy”; personalised, algorithmic social platforms are now a primary means by which users find information online.
Enders Analysis found that half of all publishers have reported at least some search traffic decline over the past year. Their report described AI overviews as “cannibalising website visits”.
The findings were revealed by Enders Analysis, a research company, which attributed the falling number of click-throughs to “an onslaught” from social media platforms and artificial intelligence summaries produced by search engines.
Half of publishers polled reported a decline in search traffic over the past year.
“Search traffic is no longer a given,” Douglas McCabe, a media analyst, said in the Rewriting the Media Playbook report.
“Many publishers have used their websites to replicate the article format. But the website itself is no longer the primary destination for consumers as it struggles to meet expectations, while AI erodes monetisation.”
“Publishers are losing visibility and value as their content is used but not rewarded,” McCabe said.
The company’s share of the UK broadband market has fallen to 11 per cent, from 14 per cent in 2022, according to research by Enders Analysis.
Karen Egan, head of telecoms at Enders, said altnets had pushed broadband prices to “uneconomic levels” in the UK.
“TalkTalk, in particular, has been at the sharp end of this pressure as both the altnets and TalkTalk appeal to the lower end of the market,” she added.