Every limit to Apple’s ability to exert control over its own platform is a challenge to its strategy to derive long-term growth from services instead of devices, said Joseph Evans, head of tech at Enders Analysis.
“It’s striking that aside from games and maybe dating apps, there are very few new business models that have really thrived and become extremely profitable through in-app payments,” he said. “The kind of ‘transaction tax’ is probably part of why we haven’t seen as much business model innovation in that area.”
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Claire Enders, the eponymous boss of the analytics firm, points out, for all of the talk of disruption from other broadcasters, streaming platforms and breakaway competitions, football leagues in England, France, Germany and Spain are all using the same providers as they were in 1992. Some fraught relationships are more stable than they look.
The launch of the BBC’s blueprint for its approach to the Nations and Regions is timely, coinciding with the kick-off of negotiations over the BBC’s financial settlement for the next charter period.
If the licence fee were to be frozen or only an inflationary increase applied, by 2027 the BBC’s annual licence income would be £302-539 million lower in real terms. Just to maintain the BBC's current levels of funding, it would need an inflationary increase, plus an annual increase of 2.0%.
The BBC's commercial ventures are unlikely to cover any shortfall in licence fee income. To generate sufficient dividends to cover the shortfall for the PSB group, income produced by BBC Studios (and the BBC’s other commercial ventures) would need to grow by an order of magnitude.
Apple's privacy rollout: A trial for regulators
30 April 2021Apple is bringing in privacy changes on iOS that could hurt ad-funded apps.
Responding to platforms’ legitimate push for user privacy is a trial for regulators in the midst of building new online antitrust regimes.
Antitrust rulings are chipping away at the App Store’s stringent terms of use, but reforms will keep it at the centre of the iOS universe.
James said a potential sale of BT Sport was likely part of Jansen's strategy to 'focus on BT's main business – broadband.'
He added: 'BT is first and foremost a telecoms company.'
James Barford was mentioned in the Financial Times on "BT blows final whistle on sport as sale talks kick off"
30 April 2021James calculated that BT has lost up to £2bn on its foray into sport broadcasting, with annual losses in the region of £400m in the early days.
Claire Enders was quoted in Front Office Sports on "Disney, Amazon Potential Buyers For BT Group's Sport Division"
30 April 2021Claire said “Should BT get the opportunity to make a profitable exit from a business they entered in 2012 that has absorbed 9 billion pounds ($12.6 billion) of rights costs, they should go for it."
Claire Enders was quoted in Bloomberg on "BT Is in Talks With Amazon, Disney on Sports TV Stake"
29 April 2021Claire said “Should BT get the opportunity to make a profitable exit from a business they entered in 2012 that has absorbed 9 billion pounds ($12.6 billion) of rights costs, they should go for it. It is a structurally loss-making situation, given the current wholesaling arrangements.”
Joseph Evans was quoted in The Telegraph on "Spotify steps up battle to be podcast king"
29 April 2021Joseph said "Some of these technological limitations have stunted how much money is in podcasting," adding podcasting is a platform on which ad tech has traditionally been very "primitive."
He added "That's where this trend of subscribing to podcasts comes from. Even if you have quite a small audience, if they're really engaged with your content, they might be willing to pay, you know, $5 a month to get bonus content and that can add up to real money very quickly."