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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

Recently many countries, particularly in Europe, have moved away from funding their public service broadcasters via a licence fee.

Three main models have been adopted in its place: a state grant system, a ring-fenced income tax, and a premises levy—nowhere has chosen to fund PSBs solely by subscription or advertising.

Outcomes vary: Germany shows that a successful transition relies on years of deliberation and consensus, whilst Italy and France underline the perils of insecure funding arrangements.

The Netomnia/Brsk merger will create the third largest UK altnet with 1.5 million homes passed in much the most significant altnet merger to date, combining two fast-growing, innovative challengers.

Both Netomnia and Brsk are burdened by eye-watering EBITDA losses; merger synergies alone are unlikely to solve this, with much more scale necessary, making further inorganic moves likely.

The merger creates an alternative prospect to the assumption that either CityFibre or VMO2/nexfibre will consolidate the market, but the combined group may prove more an enhanced target than an active acquirer.

Francois Godard, senior media analyst at Enders and author of the recently published book “Germany, France and Postwar Democratic Capitalism: Expert Rule,” says France’s standing with international financiers is crucial to the local economy because the “country is Europe’s primary destination for foreign direct investments.” Addressing potential consequences on the French media industry and ongoing consolidation, Godard said “if foreign financiers start deserting, it will put French companies in a difficult situation to borrow money because interest rates will inevitably go up.” France is home of some of Europe’s biggest media groups, including Vivendi, Banijay and Mediawan.

On 4 June 2024, Enders Analysis co-hosted the annual Media and Telecoms 2024 & Beyond Conference with Deloitte, sponsored by Barclays, Salesforce, the Financial Times, and Adobe. 

With over 580 attendees and over 40 speakers from the TMT sector, including leading executives and industry experts, the conference focused on how new technologies, regulation and infrastructure will impact the future of the industry. 

This is the edited transcript of Session Four, covering: artificial intelligence, the new phase of online advertising, and closing remarks. Videos of the presentations are available on the conference website.

On 4 June 2024, Enders Analysis co-hosted the annual Media and Telecoms 2024 & Beyond Conference with Deloitte, sponsored by Barclays, Financial Times, Salesforce and Adobe. 

With over 580 attendees and over 40 speakers from the TMT sector, including leading executives, policy leaders, and industry experts, the conference focused on how new technologies, regulation and infrastructure will impact the future of the industry. 

This is the edited transcript of Session Three, covering: consolidation in the telecoms sector; fixed-mobile convergence; and the future of the fibre industry. Videos of the presentations are available on the conference website.

On 4 June 2024, Enders Analysis co-hosted the annual Media and Telecoms 2024 & Beyond Conference with Deloitte, sponsored by Barclays, Salesforce, Financial Times, and Adobe.

With over 580 attendees and over 40 speakers from the TMT sector, including leading executives and industry experts, the conference focused on how new technologies, regulation, and infrastructure will impact the future of the industry.

This is the edited transcript of Session Two, covering: Sky’s strategy; audience engagement with sport; the role of AI in journalism; and Amazon’s UK business and philanthropy. Videos of the presentations are available on the conference website.