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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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The total value of European football media rights has stagnated since the end of the last decade, translating into a real terms decline.

New entrants like DAZN and Amazon have occupied the space left open by incumbents such as Sky and Canal+.

Serie A, Ligue 1 and the Premier League will tender rights this year, entertaining unrealistic expectations of bids from Apple.

The gaming industry is sometimes touted as an example of how micropayments can work. Gaming and news, however, do not have much in common, says Joseph Teasdale of media analysts Enders.

While the economics of gaming is supported by a small fraction of heavy users that will spend hundreds of dollars per month on in-game currency, “you’re not going to find someone who’s spending $1,000 a month on news articles,” he says.

While companies like Axate and other micropayments platforms are solving some of the technological hurdles, a widespread solution is still elusive.

“It will probably take quite a large shift to to make the micropayments model viable for more media. You want a standard payments protocol that enables very small payments that everyone was using all the time and for it to be low friction, highly familiar and for it to be a kind of approved model,” says Teasdale.

A year after sub-par results brought a reckoning upon the whole streaming sector, Netflix backed up an affirming Q4 with another positive showing by its core business—allowing attention to shine on its more peripheral growth initiatives

The slower-than-expected rollout of Netflix's attempt to monetise non-paying users—dubbed "paid sharing"—indicates the difficulty of the project, but resistance will be felt even more by weaker competitors. Meanwhile, ARPU figures are very promising for the new ad-supported tier, but scale is assumedly still small

While Netflix continues to optimise its offerings, its competition remains hesitant—they appear no closer to understanding what their streaming products should be and how they should sit within their wider businesses

The games industry, with the potential to become the world’s largest media and entertainment sector by revenue, is undergoing profound transformation.

The consolidation of major developers is a response to a revenue model pivoting toward subscription, with direct consequences for those already in the subscription space: film, TV and music.

A technology-led creative medium, with an audience approaching three billion gamers, is seeing its franchises become more valuable and useful than ever.

“Any settlement will be very generous but the [Murdoch] empire can take and absorb such a shock; it has paid out more than $1bn over the last decade relating to phone hacking,” says Claire Enders, a co-founder of Enders Analysis and a longtime Murdoch watcher.

“Murdoch is someone who settles, quickly, efficiently and is extremely pragmatic in his settlements. Shareholders would find it a relief [but] it also spares a desire to put Mr Murdoch and others on the stand, de-risking any potential embarrassment from a public grilling.”

Alice said “What applies to Fox applies to other media organisations. The pre-trial determination has been seismic. The judge has been clear already saying that Fox knowingly broadcast falsehoods. What we have seen serves as a real warning to other outlets looking to pursue a hard line. It sets a new bar for talk TV in the US in terms of what can or can’t be said by presenters.”

“So far, nothing has really gone Rupert’s way,” says Alice Enders at Enders Analysis. “All this is embarrassing. It’s all bad for Rupert’s legacy.”

She added that Fox’s huge profits mean it can absorb the financial blow. But she adds: “I think the fact that litigation is going to go on and on makes it very difficult to value Fox because it’s got these potential liabilities.”

“It is riveting that Fox lawyers have failed to stop the trial,” says Enders. “I would have thought that someone should have told Rupert many months ago to settle this, even though it may appear to be some form of admission.”