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 volume of true crime surely asks for that,” says Tom Harrington, Head of Television at Enders Analysis. “With the coming of the streamers, every crime that’s happened has a documentary now and it’s sort of like… I guess you have to stand out.”
Telefónica’s innovation can be directly relevant to the media sector — it owns Spanish pay TV and SVOD operator Movistar Plus+, Europe’s largest film and TV investor among telcos. But it will play out over a far wider scale. The focus at Barcelona’s Mobile World Congress was largely on gaining cost efficiencies in mobile operators complex systems, observes James Barford of London-based research company Enders Analysis.
This report is free to access
We view the CMA's proposed remedies to the Vodafone/Three merger as workable, but not necessary.
While acknowledging the reassurance that short-term pricing commitments can provide, we are of the view that going too far risks distorting a highly competitive market.
Aggressive MVNO pricing commitments, in particular, could amplify a significant drain on the operators' capacity to invest, threatening the network promises that the companies are making.
“You can make an enormous amount of money from a kids TV show and it can be more successful than almost any other large format,” agrees Tom Harrington, analyst at Enders Analysis. “It travels well, language can change easily, there’s a new audience every couple of years and lots of merch opportunities. But to get commissioned in the first place is very difficult. In the UK there’s so many limits on what ads you can put around it so there’s no demand from advertisers and it’s not a good business for commercial broadcasters.”
“Dollar signs start flashing when we talk about search because of Google’s almost $200 billion in search revenues. But it’s very tricky to take share of that market, as Bing knows all too well,” Jamie MacEwan, senior media analyst at Enders Analysis, explained.
“The Observer is already closer to a premium news and culture magazine than an all-encompassing newspaper,” says Douglas McCabe, the chief executive of Enders Analysis.
As Jamie MacEwan, who covers tech for Enders Analysis, puts it: “The idea of seamlessly blending entertainment and productivity into the world is exciting. But still theoretical, as manufacturers have a mountain to climb first. You need an affordable, lightweight device that’s comfortable to wear but has decent battery life, compelling applications and a good enough display to be truly usable.
“These glasses simply don’t do enough to change the world. But they are closer to the form factor and pricing that will sell AR than Apple's headset."
The Guardian online leads amidst challenging print, cost and advertising results, bringing the need to streamline operations to the fore. The Observer, most clearly defined in print, is a tidy option for divestment.
The Observer is a growth opportunity for Tortoise Media that promises mutual brand benefit, unifying an historic heavyweight with start-up and digital agility.
Some developments signal broader trends; a news start-up buying the world’s oldest Sunday newspaper could hardly dramatise the shift toward specialist digital media more effectively.
The spatial computing ecosystem is on the uptick with the wider availability of head mounted devices (HMD). Apple and Meta’s commitment to developing HMDs is existential to conquer the enormous technical hurdles these devices continue to face.
Apple has chosen to maroon the Vision Pro with a lack of controllers and other design choices making it reliant on mostly passive entertainment. In total contrast, Meta’s deep engagement in gaming and 3D experiences showcases the potential for the HMD category.
Live sports is the outstanding use case for TV experiences on VR headsets, with exclusive NBA VR programming on Quest bringing new levels of immersion and presence, while gaming, and its developers, will still remain the dominant driver for VR and MR for the rest of the decade.