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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.
Sale of the Telegraph: Seeking a trophy hunter
9 June 2023On behalf of Lloyds Banking Group, AlixPartners seized the press assets of the Barclay family to recover debts, threatening to sell the Telegraph Media Group and the Spectator in a range of £500 to £600 million.
The least likely scenario is for AlixPartners to select another national news group as the buyer of the Telegraph, due to barriers to clearance from public interest considerations and possibly also at the Competition and Markets Authority (CMA).
If AlixPartners considers that UK trade buyers are unlikely to be considered suitable buyers for the Telegraph, then the range of buyers reduces to non-UK trade buyers or wealthy individuals seeking a trophy asset.
Douglas McCabe was quoted in The Times on "Who could buy The Telegraph? Potential contenders"
8 June 2023Possible buyers range from very wealthy individuals seeking a trophy asset to media businesses looking for something more strategic. “I wouldn’t rule anyone out,” Douglas McCabe, media analyst at Enders, said.
Apple's first headset is an experimental offering, but promises to be version one of a compelling but controversial device category.
The Vision Pro is not being pitched as a metaverse device, and not just because Apple refused to use the term. Applications are focused on where a good experience can be delivered today.
Contrary to expectations, Meta could be the main beneficiary in the short term, as the Apple halo boosts the headset category's respectability and developer focus.
“Don’t expect Apple to sell millions of these – the manufacturing capacity isn’t there, for a start,” says Joseph Teasdale, of Enders Analysis.
“Success will be the early adopters finding new and useful ways to fit the device into their daily lives, and developers building a software ecosystem for it. Failure will be a few hundred thousand Vision Pros languishing in drawers, or being dragged out at parties as a novelty.”
He added “This is going to take a lot of time and money to get right, but the end vision is pretty compelling. Apple’s latest product gives us just a hint of something that could one day replace the other screens in our lives.”
Claire Enders appeared on Here Comes Pod podcast
7 June 2023Media analyst Claire Enders said that the parachuting in of the new COO was a “clear sign” of further cost-cutting to come at the broadcaster. “CNN has global scale in news, just as the BBC does but with thankfully a commercial model attached, albeit not the one it once had. Warner Brothers Discovery, however, is making savage cost cuts everywhere due to rising debt costs. Unfortunately, the costs of covering news is rising especially as conflicts multiply.”