Alice said “Video sharing platforms are ad supported and streaming services are mainly subscription supported and those are highly distinct business models – Spotify licenses music and video sharing platforms do not license the content and that gives them a breadth the streaming services lack."
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The tender for UK rights to the revamped Champions League (CL) and Europa League is now underway. The incumbent, BT Sport, is likely to want to retain full rights and we would expect it to be prepared to pay a flat-to-modest increase
English clubs' recent strong performance in the Champions League may make the rights seem better value, but this won't necessarily translate to inflation going forward
Amazon and DAZN may be interested, but disciplined bidders are unlikely to push up prices
With more clubs, more games and no long Christmas break, the revamped Champions League (CL) will test its value to broadcasters with a tender that has just been released in France, over two years before the cycle begins
UEFA is banking on the rivalry between Canal+/BeIN, the ongoing rights-holders, and Amazon, broadcaster of Ligue 1 in France, and of the CL in Germany and Italy
Prime’s economics point to Amazon sticking to cautious, ‘value’-driven bidding in France. It could expand its limited sports line up in the UK and Spain with the CL, but only if current licensees BT/Warner Bros. Discovery and Telefónica take a step back from 100% coverage
Francois said “In all three markets, DAZN moved in when the biggest player stepped back. They moved in without creating inflation in prices — they didn’t throw money at it. But it doesn’t mean there’s an obvious path to profitability.”
Tom believes it is still early days and internal changes can be made to turn the venture around. There could be a number of reasons [for its current performance]," he says. "It could be that it is a bit too brash and lurid for British tastes. It could be that it is not actually differentiated enough amid a crowded market of opinion and debate programmes. It might be that the British public doesn't care about gender neutral toilets as much as Piers Morgan does."
"They will be in a testing phase and it is not the first TV channel that Rupert Murdoch has launched. He will understand that it takes time to build an audience."
Northern Ireland Protocol: State of Play
6 June 2022This report is free to access.
The Protocol on Ireland/Northern Ireland has been a thorn in the side of relations between the UK and the European Union (EU) since the ink was barely dry. It seeks to uphold the Belfast Good Friday Agreement concluded in 1998, which established power-sharing between unionists and nationalists, but this has collapsed since February 2022, because the unionists, supported by the UK Government, oppose Northern Ireland being carved out from the UK Internal Market
By doing so, the Protocol removes any requirement for customs formalities for goods crossing the land border between Northern Ireland and the Republic of Ireland. The Protocol led to a customs border in the Irish Sea for 'exports' from Great Britain to Northern Ireland, and also requires Parliament to legislate the EU Single Market for goods in Northern Ireland and to carve out the territory from otherwise applicable UK legislation
UK divergence from the rules of the EU Single Market will threaten Northern Ireland’s position in UK supply chains and also potentially undermine the EU Single Market, which is of concern to the EU, especially for matters of human health, such as “genetically modified organisms” (GMOs). This report concludes that a revised agreement should be attached to the EU/UK Trade and Cooperation Agreement (TCA), which then applies to all of the UK
Buoyed by an impressive 49% growth in digital subscribers, and a refocus on reader revenues, the Telegraph's profits have rebounded to 2016 levels
With current momentum the Telegraph’s 1 million online subscription target looks on track, though doing so sustainably requires further cultural development
Beyond the 2023 target the Telegraph is designing its next phase of growth, and while M&A—and a sale to DMGT—are all possible, the immediate focus will be on growing journalism products that its audience (and potential audience) will pay for
A hint of growth: UK mobile market in Q1 2022
1 June 2022Mobile service revenue nudged into growth territory for the first time since the pandemic as a resurgent mobility boost combined with returning roaming revenues.
Q2 looks set to deliver a more convincing growth filip with inflation-linked price rises boosting by 2-5ppts, and a stronger roaming bounce for seasonal reasons.
The picture is not entirely rosy, however, with already discernible B2B headwinds and inevitable consumer bargain-hunting on the horizon.
It later became a standalone magazine, riding the luxury goods – and financial services boom – of the 1990s and 2000s. Alice Pickthall, of Enders Analysis, told a 2018 Guardian long read that the magazine was best understood as the “Argos catalogue for rich people."