The Creative Industries (CI) are part of the UK’s emerging Industrial Strategy to power up output growth instead of relying mainly on consumer spend. Film & TV production is a prime example of a longstanding and successful industrial strategy that could be widely emulated.
Media’s contribution to economic growth is mainly in the form of a broad regional spread of skilled jobs created by a mixed ecosystem of commercial and not-for-profit entities, such as the BBC PSB Group and Channel 4, alongside 25,000 charities devoted to culture and recreation.
Media adds more than economic value to the UK by uniquely creating (unmeasurable) societal values through cultural products and services, anchoring a common language and identity at home, and conveying a vibrant and inspiring Britain to the world.
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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.
Jamie MacEwan was quoted in Digiday on "A week since the U.S. election and social media is becoming more fragmented than ever"
14 November 2024But as Jamie MacEwan, senior research analyst at Enders Analysis pointed out, new users in a flurry of election digital activism may not be users for life. “The real active users of these networks are still in the millions, as they are the fringes for whom politics is the number one concern,” he added.
Karen Egan was mentioned in The Economist on "The rich country with the worst mobile-phone service"
13 November 2024Karen Egan of Enders Analysis, a consultancy, estimates that merger synergies would result in a 30% increase in overall network capacity. The Competition and Markets Authority (CMA), an antitrust watchdog, is due to make a decision on the merger on December 7th; it has suggested that investment in 5G would need to be a legally binding condition of a deal.
BT: Global weighs, Openreach saves
13 November 2024BT Group was hit by an unexpected slowdown in Global/Portfolio non-UK corporate revenue in Q2, with this impacting quarterly and full year expected revenue by 2ppts.
EBITDA, cashflow and all other operational metrics were steady or improving, with Openreach particularly strong, and without the non-UK impact it would have been a solidly good if unspectacular quarter.
The fibre-driven cashflow turnaround plan is therefore still very much on track, with the expected altnet slowdown/consolidation an added potential bonus, and the Vodafone-H3G merger a manageable challenge.
Tom Harrington was quoted in The Telegraph on ‘This will be the next film industry’: The rise of the one-minute movie
12 November 2024“Everyone has been sniffing around, experimenting and trying to work out how to make professional content for social platforms for at least a decade, given it’s such a large source of youth engagement,” explains Tom Harrington, an analyst at Enders Analysis. “Outside China, unless the monetisation models of the platforms change, the risk lies entirely with the content creator: you could front the entire cost of an expensive show and then it doesn’t surface for anyone, and you get no revenue. It’s almost the opposite of TV, where you might get paid on delivery and can often already be ahead before the public even sees the show.”
Gareth Sutcliffe was quoted in the Financial Times on Nintendo and Sony head into ‘grim’ holiday season with old consoles and no big releases
12 November 2024“It’s fairly grim this year,” said Gareth Sutcliffe, head of gaming at Enders Analysis. “It would be difficult to imagine a holiday season that is less exciting than this one when it comes to gaming hardware.”
“Consoles seem to have hit this very, very hard ceiling of demand and they cannot get past it,” said Sutcliffe at Enders Analysis. “The only model that has exceeded that is in the mobile space, and that is where Switch comes in.”
Douglas McCabe was quoted in Campaign on Hearst’s Katie Vanneck-Smith on why she wants print to lead a return to ‘impactful, joyful advertising’
11 November 2024Douglas McCabe, chief executive and director of publishing and tech at Enders Analysis, believes that Hearst had been putting too much faith in digital platforms, primarily social. “They were overreliant on social media and, to some degree, search as well, because they were over-reliant on programmatic advertising," he says.
McCabe believes that this is just what Hearst needs, a way of sidestepping the trap that others in the magazine market have fallen into, thinking that every eyeball is as valuable “as any other eyeball… In the print world, magazines weren’t trying to sell 35 million copies a month. They never pretended that every single household or every single citizen was equally valuable for their product. What they were aiming for was to find the right audience of 40,000 people, or 100,000 or 200,000.” In other words, it’s not about chasing scale, it’s about chasing engagement (and so encouraging loyalty).
Gareth Sutcliffe was quoted in Digiday on "As programmatic rises on Roblox, in-game studios are feeling the competition"
11 November 2024“For Roblox, in particular, I don’t believe that they really have any choice at this point other than to offer it as an option, given their financial situation and given the fact that there would be a very negative reaction from the market if they were to say that they’re ruling programmatic out of the gate,” said Gareth Sutcliffe, the head analyst covering the games industry for the market research service Enders Analysis.
“Older viewers are controlling long-form content as never before – and what they like is generally pretty comfortable stuff, which is not a criticism. I love Ludwig and All Creatures Great and Small,” says Tom Harrington, analyst at Enders Analysis. “Growth in streaming is all from older viewers because so much younger viewing is on YouTube and TikTok where there is no real way yet to monetise quality long-form content. Commissioners from the broadcasters and streamers will double down on this kind of programming as it gets an audience.”