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.
Cloud revenues are reflecting patterns of AI integration. As big tech companies jostle for advantage, Microsoft and Azure claim an early lead
Cloud profits remain crucial for wider tech businesses, affecting ability to innovate
Strategies to develop and market cloud-based AI tools are diverging, with uncertainty rife. The ecosystem will shift as the demands of consumers and regulators becomes clearer
It has become an article of faith that mega-mergers reduce competition and harm consumers. “Four players good, three players bad,” almost has become a mantra for competition watchdogs. It would be a mistake if the Competition and Markets Authority were to blindly stick to this orthodoxy when it scrutinises a deal that has the potential to shake up Britain’s mobile telecoms sector.
Google and Meta both grew ad revenues at double digit percentages, with European results running well ahead of North America. The majority of UK publishers selling digital web advertising, by contrast, are seeing nothing like these results
Platforms are moving advertisers over to powerful, results-oriented campaign tools, which few competitors can match
The nature of the relationship between platforms and news publishers is changing, with Google and Meta wanting to avoid risk in their core businesses. AI could transform the relationship still further
DAZN and Sky have renewed their current coverage of Serie A until 2029, at a slightly lower price and with the security of a five-year contract. The ‘league channel’ DTC option was rejected by clubs.
With bids expected soon in France and the UK, DAZN seems determined to become the dominant football broadcaster in Europe.
The Italian auction outcome confirms the real-term erosion of the value of football rights across Europe, but also a more mature approach from the league.
The metaverse is a radical expansion of online experiences— sparking a host of new safety challenges on harmful content, economic activity, and privacy.
Building safety into the metaverse will take a village: platforms and communities will set policies and moderation. Regulators could struggle to future-proof their tools, especially with decentralised platforms.
AI age verification and moderation is in a race against AI hazards: disinformation, deepfakes and dynamic user content all intensify harms in immersive settings.
Tom Harrington at Enders Analysis said: “Even without taking into account downward pressure on sports rights costs and subscription fees/ad revenues (which makes monetisation harder) and a clear drop in the quality of the competition (with fewer teams), TNT should be in line for a big reduction.”
James Barford, head of telecoms research at Enders Analysis, also reckons Giffgaff may be going down the broadband avenue.
“For Giffgaff, the highest priority is probably to launch a broadband product to support the fixed network economics of its parent company VMO2,” he said.
“There has been a renewed push into ‘services beyond connectivity’ recently across a number of European telcos, although there have been many efforts at this over the years, and some of these are in reverse, such as Orange withdrawing from banking, and BT partially exiting from sports rights,” Barford explained.
