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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.
The Times
20 January 2020James Barford was quoted in The Times on Huawexit? Ministers weigh Trump’s threats against 5G. James said “Huawei is a major provider of equipment in Openreach’s full-fibre roll-out. You can’t roll out full fibre quickly if you are having to take Huawei kit out.”
Subscription game services: moving beyond core gamers
16 January 2020Subscription game services will finally allow platform owners and developers to deliver truly accessible gaming experiences for all, across devices, at a lower entry price point, and curated to ensure consumer safety—both in terms of cost transparency and content types.
Consumer comfort with subscriptions should be embraced by the games industry and has already started in mobile. Apple’s Arcade subscription is the test case, providing focused all you can eat games that minimise exposure to violent gameplay, and the ‘free to play’ wild west.
Core gamers remain the most vital and profitable games customer segment, but they have been overserved and are an obstacle to broadening the reach of games. Now is the time to move beyond this group, to restructure, expand, and normalise the games market in the next decade.
Financial Times
10 January 2020Joseph Evans was quoted in the Financial Times on Facebook shares hit record high, surpassing 2018 peak. Joseph said "The thing about Facebook is they just have an unbeatable ad product, there isn’t really anywhere quite like them . . . Whatever public or political sentiment says, that commercial reality is going to take them very far.”
He added that “There is that sense of GDPR that maybe the transformative change that people were worried about didn’t really materialise."
"They are going to come under more pressure as the election ramps up. There is still risk there. I still think they are not taking on the full costs of all the problems associated with the platform, in terms of harmful or illegal content.”
Financial Times
9 January 2020Tom Harrington was quoted in the Financial Times on Jeffrey Katzenberg and Meg Whitman show off Quibi at CES. Tom said “Quibi seems to face all the challenges that the other streaming services face: trying to create a sustainable model. The other major obstacle is that its direct competitor, YouTube, has an endless mass of content, the stickiness of experience and the quality of recommendation engine that it is almost impossible to compete with. Plus it’s free.”
Financial Times
17 December 2019Tom Harrington was quoted in the Financial Times on Netflix regional numbers reveal challenge of overseas streaming. Tom argues that while free trial offers were the entrance point for most subscribers to Netflix, the streaming service is finding it harder to convert users into paying customers. This is proving true not just for the US, but in some international markets where Netflix is relatively more expensive because of the lower cost of living. In a paper released on Monday,Tom noted increasing free-trial abuse — where one person signs up to multiple offers with different email addresses — had prompted a rethink. Netflix has ended free trial offers across much of Latin America, and India early this year, and had since extended the policy to parts of Europe and Canada.
The Times
16 December 2019Tom Harrington was quoted in The Times on Sky dashes hopes for BritBox deal. Tom said a failure to secure a deal with Sky would be “very damaging” to the new service. “[If you are BritBox], these are the subscribers that you want to get because these are the people that pay for TV. If you are not on Sky, you are marginalised. BritBox doesn’t make a lot of sense for Sky because it is not in the business of promoting nascent services and making them big."
Netflix: churn, content release and marketing
13 December 2019Netflix’s US business provides an insight into the patterns of the subscriber take-up of a maturing streaming service, trends that the comparatively nascent international markets may yet have ahead
Through analysis of the relationship between Netflix’s churn, subscriber additions, marketing spend and content release schedule, a clearer view of the rhythms of the streaming business become apparent
Rising churn, and correlation—such as the emphasis on returning original series during the year’s turbulent second quarter—gives guidance on Netflix’s likely future course, including its use of debt
Bopping along the bottom: European mobile in Q3 2019
13 December 2019European mobile revenues remain decidedly in decline this quarter at -2% – a slight worsening since Q2 as the full force of cuts to intra-EU calls hits
There are signs that dual-brand strategies may be reaching their useful limit as erstwhile premium customers shift to value
There is scope for some trends to slowly improve from here, although end-of-contract notifications will impact all markets before the end of 2020, with the UK first off the blocks in Q1