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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.
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
Serie A rights awarded until 2029: DAZN and Sky get an encore
26 October 2023DAZN 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.
Safety first: Designing a responsible metaverse
25 October 2023The 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 was quoted in The Telegraph on "Premiership Rugby racing to strike TV deal with TNT Sports before football auction ends"
24 October 2023Tom 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 was quoted in City A.M on "Giffgaff hungry for more as it looks to extend portfolio and review prices"
24 October 2023James 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.
François Godard was quoted in The Times on "DAZN poised as Premier League TV rights go to auction"
23 October 2023Francois Godard, senior media analyst for Enders Analysis, believes that Sky will hold on to at least three of the five packages, but will be loath to lose one of its weekend slots and so could even try to have the maximum four.
“Sky could reduce costs by cutting down on one weekly slot, but we expect it to fight for four packages, consistent with its history of prioritising the prominence of its Premier League coverage,” said Godard, who added that Sky losing one TV slot out of the four it holds now would be a serious drawback.
“Sky may decide it does not want to take this risk,” he said. “This would be consistent with the company’s history of being ready to enter bidding wars if needed to keep its Premier League standing.”
“Without the Premier League, TNT Sports would likely lose its premium aura and need to cut its retail prices,” said Godard, who also views YouTube as a “long shot” while Apple has ruled itself out.
Douglas McCabe spoke to The Times on the sales of the Telegraph Media Group and The Spectator
21 October 2023Douglas said “For obvious reasons, people will want to see inside the Telegraph accounts and its subscription model. That’s not the same as saying many fully loaded bids are inevitable.”
François said “My basic expectation is that there will be some room left for Dazn...The only possible speculative outsider I am keeping an eye on would be YouTube. Dazn won’t blow up the auction; they have been highly cautious not to push up prices in country-by-country deals. They are not crazy. From a Premier League perspective, if they can get a modest 5% increase in what they make as a headline figure, even if annually they receive less, that will be a good result.”