Claire Enders appeared on Here Comes Pod podcast
7 June 2023
Founder Claire Enders spoke to the Here Comes Pod podcast about the nature of the British media industry and Enders Analysis' place within it.
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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.
François Godard was quoted in The Times on "Sky, TNT and BBC spend £6.7bn on Premier League TV rights"
5 December 2023Francois Godard, of Enders Analysis, told The Times: “This is in line with expectation — it’s good for Sky, they have more games and don’t pay much more.
“The important thing is the Premier League keeps the gap between the money they get and the other European leagues. Prices are flat everywhere in all countries and there was no real competition.”
François Godard was quoted in Bloomberg on "Premier League Sells UK Rights to Sky and TNT for £6.7 Billion"
5 December 2023“This is good for Sky, said Francois Godard from Enders Analysis. “They get more matches, more coverage — but also it’s quite honorable for the Premier League.”
Pressures mounting: UK mobile market in Q3 2023
4 December 2023Mobile service revenue growth dipped to 5.6% this quarter as the impact of Q2’s price rises began to wane, and the prospective lower price rises look set to slow growth to 2% by the end of 2024.
Bargain-hunting in the sector continues with the MVNOs still taking the lion’s share of net adds, to the detriment of the MNOs.
EE is offering keenly priced convergence and family plans with its new platform—another challenge for the other MNOs who don’t share the same incentives.
DAZN: Partnerships and pricing bear fruit
4 December 2023DAZN has morphed from a purely OTT to a hybrid sports service, becoming the number two football broadcaster in Europe.
A revamped distribution strategy focused on partnerships with pay-TV operators has extended reach and improved coverage, while ARPU has grown from firmer pricing and more sophisticated packaging.
DAZN is now a more financially sustainable company that should reach breakeven next year and move into profitability thereafter, with additional upside from betting and retailing third-party sports services.
James Barford was quoted in The Telegraph on "The ground is shifting in Britain’s broadband market as upstart outfits face uncertainty"
4 December 2023James Barford, an analyst at Enders Analysis, says alt-nets are under “a lot of pressure”, adding that consolidation is “widely expected”.
Barford adds: “Getting to full coverage is something that is already requiring government intervention and it’s not quite clear if we’ll get there by 2030 or shortly thereafter.”
“The broadband market is not growing as fast as you would expect it to, as fast as it has in the past, and the cost-of-living crisis probably has something to do with that,” says Barford.
“The telecoms sector is not expanding. Iliad's growth comes at the expense of SFR,” explains François Godard, telecoms analyst. Internationally, the results are not much better: turnover fell by 0.6% in the third quarter of 2023.
Alice Enders was quoted in Forbes on "Pop Culture Is Driving Retail Sales In More Ways Than One"
29 November 2023Fans aren’t only paying to stream her music, they are also purchasing physical copies of her albums. “Streaming has taken over the purchase of the physical album product, but Taylor Swift is among the artists that still makes money from vinyl and CDs because they’ve become collector's items for her fans,” said Alice Enders, a music industry analyst at Enders Analysis.
Sale of the Telegraph and Spectator in suspense: RedBird IMI pitches for the trophies
28 November 2023RedBird IMI is pitching for the Telegraph and Spectator by lending the money to the Barclay family to settle all of its debt to Lloyds Banking Group (LBG), suspending the auction of the media assets by Goldman Sachs and upsetting the bidders
Strong political headwinds to RedBird IMI did not take long to emerge in the UK, with the Secretary of State for DCMS, Lucy Frazer, “minded to” issue a Public Interest Intervention Notice (PIIN), as early as this week
Jeff Zucker, CEO of RedBird IMI, is in London this week to promote the deal and respond to concerns over the public interest by making assurances to the UK authorities
Joseph Teasdale was quoted in City A.M on Sam Altman’s ‘best world ever’ might just mean killing off Google ad revenue
28 November 2023“It looks like the incentives [between website owners and search engines] are not aligned” explains Joseph Teasdale of Enders Analysis. Chatbots will deliver answers immediately, with no need to click through links. This is making firms like Google squirm. “Ultimately the economic model has to evolve,” Paolo Pescatore of PP Foresight said. What this changes to is anyone’s guess.