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.
Rival and older social media companies, including YouTube and Instagram owner Meta, launched their short-form offerings in 2021. Joseph Teasdale, head of tech at Enders Analysis, said that because of the threat from TikTok, YouTube was “pushing Shorts in front of its billions of users, even at the expense of ad revenue. It’s a defensive move.”
Web3-enabled games represent a radical transformation for all elements of the gamer ecosystem: gamer, developer, publisher and platform. Through blockchain technologies, and the development of a digital asset economy, gamers will benefit from true ownership and investment in games—driving new network effects and growth
Web3 gaming is unlikely to have a ‘big bang’ moment dependent on a new device or hardware. Instead, we expect organic growth, with a positive ramp due to ongoing investment in the space. Great games are a necessary condition of success
Complexity and platform barriers shouldn’t be underestimated. Web3 will require imaginative design solutions along with new tools and service providers to smooth the limitations related to blockchain decentralisation, and the sector should decouple from the turbulent cryptocurrency space
Prepared for The Metaverse Society by Enders Analysis
Women's football coverage increased in quality during the FIFA Women's World Cup, with greater presence in sports sections and main news sections, despite a mild decline in the overall quantity of women's sport coverage
Press advertising opportunities are beginning to be capitalised on by sponsors and brands, particularly in print, with online lagging. This will need to be addressed to harness ongoing online growth
Editorial continues to play a significant role in the promotion of women's sport. Coverage levels are inevitably skewed upward by success, but also by slower turnover online, doing women's sport a disservice and hampering growth
Tom Harrington of Enders Analysis, a research firm, likens the approach to Amazon’s strategy in retail. The company began by selling its own products, before opening its marketplace to other traders. These days two-thirds of sales on Amazon.com are made by third parties, with Amazon taking a commission—a much higher-margin business than selling its own wares. Its aim is to be the same kind of “landlord” in video, believes Mr Harrington.
Karen Egan, analyst at research group Enders Analysis, said companies opting for identical price rises was “not an example of tacit collusion but rather the copying of a good idea” because none “wants to stand out as having higher increases, yet it is incredibly difficult to make slightly lower increases a point of differentiation”.
Still, the impact of the inflation plus 3.9 per cent model on operators’ performance is likely to remain marginal in the long term.
Enders Analysis forecasts that UK mobile operators’ revenue growth will slow from 7.5 per cent in the three months to June 2023 to 6 per cent over the full year and 3 per cent in 2024, with some customers set to re-sign at lower prices once contracts expire.
The 2019-22 Premier League rights contracts with Sky, BT and Amazon — worth around £5bn — were rolled over to 2025 during the pandemic, meaning this will be the first competitive domestic auction since 2018.
However, analysts have warned there is a risk of a drop in values thanks to the pressure on broadcasters. The total value of European football media rights has already stagnated, according to analysts at Enders.
“If post-Covid inflation was factored in, we estimate that the value would be down 17 per cent on 2018-19 by 2023-24 in real terms,” they said, pointing to the competitiveness of the broadcasting market “where all indications point downwards consistent with the tepid consumer market”.
There’s also the timing: The tour has become the perfect outing for concert-goers itching for a post-pandemic live music immersive experience. “We are in an experience economy where people crave going out and participating in social events,” says Alice Enders, a music industry analyst at Enders Analysis and a former senior economist at the World Trade Organization. “It's no surprise that people are flocking to this Eras Tour experience in what is increasingly an otherwise digital environment we live in.”
Fans are even clamoring to get their hands on physical copies of Swift’s music. “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,” says Enders.
Despite its scale, YouTube can get overlooked. But its tremendous reach and impact across all demographics make it the internet's universal service provider.
YouTube is still the golden child for creators who want to make a living from their content. For YouTube, this broad base of suppliers ensures a position of strength from which to claim a large revenue share.
Competition from TikTok took some of the shine off YouTube's usage, and forced it promote lower-monetising Shorts. YouTube is pushing heavily into subscriptions, TV sets, and premium content via sports rights to boost the money it makes per minute spent.
After years of conquering consumers at bargain prices, streamers have changed their strategy. "After gaining market share and establishing consumption habits, especially at the level of an entire family, it is possible to begin to exercise the elasticity of demand", decrypts Alice Enders, director of research at Enders Analysis .
"The average number of services per household will drop, it is inevitable, especially since this is not the end of price increases in mature markets", warns Alice Enders. To guard against “churn” (the loss of a customer), certain platforms such as Disney+ or Amazon Prime Video encourage their subscribers to commit for a year, instead of a month, with cheaper offers.