“Any commentary on advertising by EA ultimately remains a reflection of its desire to be acquired by another major media and entertainment company, specifically by demonstrating its flexibility in generating revenue from a passionate fanbase,” said Gareth Sutcliffe, the head analyst covering the games industry for market research service Enders Analysis. “While any advertising option is unlikely to provide a material uptick in revenue, EA’s audience remains valuable and it assists in its positioning as a full-stack operation across all development platforms and nearly every conceivable revenue model.”
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Karen Egan, of Enders Analysis, branded Ms Kirkby’s first moves “very confident”. She added that the proposals were “clearly designed to bring home the message that this expensive fibre spend is a temporary phenomenon only”.
Karen Egan was quoted in The Times on BT boss Allison Kirkby says group has reached ‘inflection point’
16 May 2024Karen Egan, head of telecoms at Enders Analysis, said: “The improving outlook is an important part of the investment case for BT and the punchy cashflow guidance is clearly designed to bring that message home.”
Karen Egan, head of telecoms at Enders Analysis, said the decision to increase the dividend and clearly define cash flow expectations helped to “shore up confidence” in the cash flow recovery and “assuage the doubters”.
Taking it into cinemas is an "interesting" step, says Joseph Teasdale, an analyst at media research firm Enders Analysis.
"Podcasts continue to grow, in terms of popularity, and now we're seeing these new innovations - first you had the live streams, and now they're coming to cinemas too," he told BBC News.
Alice Enders, a media analyst, said this was unlike most owners of British newspapers, who are motivated by raw power and wealth: “Rupert Murdoch is in thrall to the religion of capitalism, and I would assume that to be true of others too.”
Coverage from on high: Satellite connectivity
13 May 2024Starlink’s compelling consumer broadband proposition has become the clear front runner in the satellite space, with an attractive cost to serve the 100k UK homes in very hard to reach areas relative to fibre alternatives
The latest developments allow full mobile coverage via satellite with existing handsets, a service the mobile operators could charge a premium for, and which might ultimately take pressure off mobile network coverage
The threat of full substitution is extremely limited given the 50-100x cost differential involved, but Starlink could still launch a retail product as a part-MVNO, putting pressure on the mobile operators to launch satellite-assisted retail services first
Reddit, a unique and valuable online space, has reported its first quarterly results as a public company, following a very successful IPO.
In the longer term, Reddit is doomed to scratch out an unprofitable existence as a wannabe scale ad platform, echoing peers in the public markets.
Advertising is probably the least-bad business strategy, as user payments, ecommerce and licensing revenues are even less proven. Dialling back growth ambitions to improve the bottom line is the most sustainable path.
“He tried to buy his way into acting but then had to settle on bankrolling Paramount films – this has been up and down but that’s the film game,” explains Tom Harrington, analyst at Enders Analysis.