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François Godard, a senior media analyst for Enders, a media research and analysis company, told The Athletic in February that the $90million figure was “so low, it can only go up really substantially.” Godard even predicted it could double.
Soon after the protracted takeover process ended, Enders Analysis’ François Godard issued a note that said MFE “finds itself in a stronger position to talk to streamers about content deals in the follow-up of this summer’s announcements. In sum, the merger… is a welcome jolt to the European television industry.”
Looking further into the future, Godard’s colleague, Tom Harrington, says: “The real power lies with who controls how people watch, pay and interact with content.” Here, we’re talking about a bunch of unknowns: What role AI search and Google might play, the possibility of ‘super aggregator’ apps, and newer technologies that we can’t yet even envisage. This is where we’re headed, many believe.
The new measures could also include forcing Google to ask for permission to use publishers’ content in its AI Overviews “without affecting if and how they appear in Google Search,” which may positively impact UK publishers. Major UK publishers’ visibility in search results dropped by up to 80 percent compared to 2019 correlating to the rise in frequency of the AI results, according to a report from Enders Analysis.
Warner Bros. Discovery reportedly rejected Paramount Skydance's initial offer, deeming it too low, according to sources familiar with the matter, cited by Bloomberg. Paramount, owned by David Ellison, the son of Oracle's co-founder, reportedly offered $20 per share. Rejecting an initial offer is relatively standard in a takeover bid, "but it means things are moving forward," says François Godard, an analyst at Enders.
It's impossible to assess the influence of its additional programs, but for Pierre Maes, a sports rights consultant and author of the book "The Ruin of French Football," "it's hard to imagine that they could convince people to subscribe." "We have the impression that Nicolas de Tavernost is sticking to familiar paths, free TV," says François Godard, an analyst at Enders Analysis.
But the situation can also be interpreted differently, from a more financial than marketing perspective. The loss of even a single match would push Canal+ to reduce its bid, as the end of exclusivity represents a loss of value for both subscribers and prospects. "The exclusivity argument is indeed decisive for recruiting new customers," adds François Godard, an analyst at Enders Analysis.
BT’s recent protests against the very high “government-inflicted” costs in the UK versus other countries likely relate to business rates, which are already sky-high by European standards and set to rise further.
The business rates reform has some worthy aims in providing some permanent relief for shops and pubs, but at the expense of discouraging much-needed investment in utilities and telecoms by dramatically inflating the cost.
Telecoms business rates also discourage investment by being hard-to-predict, and are distortive between competitors with dramatic differences in unit costs, with these issues partially addressable through valuation reform.
Disney+’s content deals with FTA operators in the UK, Germany and Spain have been characterised by the company as a lever to boost engagement from its older audiences but also younger viewers increasingly disconnected from broadcasters
Greater volumes of proven local programming on Disney+ can only be helpful—the divergent viewing tastes of Germany and Spain are case studies in the regional specificities of content demand
Further, a greater variety of content and release patterns will challenge current Disney+ viewing behaviours and could create greater urgency around usage
Tom Harrington of media industry research firm Enders Analysis told Telegraph Sport an increased number of late kick-offs would be “bad news” for the BBC and ITV.
“It makes a massive difference,” he added. “There’s going to be somebody who’s probably going to be pretty unlucky and have a big game at 1am.”
“You can’t please everybody,” Harrington added, pointing out that breaks in play during matches played earlier in the day would hardly be ideal for the BBC and ITV amid the potential for long delays wreaking havoc with broadcast schedules.