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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.

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Virgin Media O2: Tricky transition ahead

2 March 2023

Q4 results were resilient on the top line and stellar at the EBITDA level with mobile compensating for pressures elsewhere, although the company has warned of a tough first quarter 2023 before recovery

Steps are being taken to improve the prospects of the fixed business but they will take time to bear fruit and there may be rocky times in the process, notably the spring price increases this year

2023 looks set to be a strong year financially, even if some KPIs remain challenging, with the structure of the nexfibre deal flattering the longer-term picture

Access report

Future's future - Future plc has a new boss

1 March 2023

Jon Steinberg has been announced as the new CEO of Future, one of the most hotly anticipated executive appointments in UK media, succeeding Zillah Byng-Thorne, who has turned a publishing basket case into a digital powerhouse

Future’s new CEO will double down on US expansion, and take on the thorny challenge of transitioning female lifestyle content through the ecommerce utility funnel so successfully applied to tech and gaming

Steinberg’s appointment looks more evolution than revolution, cementing the transformation carved out by his predecessor, though his entrepreneurial experience may yet bring further innovation and M&A

Access report

Francois Godard was quoted in the Financial Times on Bertelsmann’s ‘raven father’ chief executive under fire after setbacks

28 February 2023

François Godard, who covers media at the research group Enders Analysis, said Rabe had recently been “going from one problem to the other” and would need to come up with a convincing “plan B” after his setbacks.

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Alice Enders was quoted in The Guardian on "How slippers left the comfort of home to become a status symbol"

27 February 2023

“The rise of casual footwear goes back 15 years now to the redoubtable Ugg,” says Alice Enders, director of research at media insights company Enders Analysis. “And then the pandemic lockdowns reinforced the trend of casual wear.”

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Fixed wireless access: Having its moment

24 February 2023

Providing home broadband connections via a mobile network (FWA) is gaining traction in certain markets where local conditions make it a viable alternative to fibre, such as New Zealand, Italy and the US.

FWA is a time-limited opportunity for most, with mobile traffic growth absorbing capacity for it and fixed traffic growth depleting the economic case. An ultimate shift to fibre is the best exit strategy.

In the UK, H3G's spare capacity could support up to 1 million FWA customers on a ten-year view—enough for a meaningful revenue fillip for H3G, but not enough to seriously disrupt the fixed market.

Access report

Tom Harrington was quoted in The Hollywood Reporter on "Streaming Services Are Raising Prices, So Why Is Netflix Dropping Them in 100-Plus Markets?"

24 February 2023

Enders Analysis’ Tom Harrington described the price changes as the next evolution for Netflix’s pricing following the launch of cheap mobile-only plans in some international markets. “It’s the next step in creating a nuanced, bespoke approach to pricing on a country-by-country basis – a far cry from how the product was pitched after the global rollout stage, where in many countries it was extremely expensive, uncompetitive against very cheap local streamers and only accessible by (their words) ‘western-oriented elites’,” he told THR.

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Douglas McCabe was quoted in The Economist on "Axel Springer is going all in on America"

24 February 2023

“It’s a big bet,” says Douglas McCabe at Enders Analysis, a research firm. Digital news publishing is not yet a strong and sustainable business. Mr Döpfner paid more than $1bn for Politico, Springer’s biggest-ever acquisition, and top dollar for Insider, too. Although both made money last year, it may be a while before Springer sees a return on those investments.

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Tech’s big reset: Looking to value in 2023

23 February 2023

Consumer tech revenue growth ground to a halt by the end of 2022.

Changes in technology and user behaviour are creating risks for incumbents.

Shareholder pressure is driving efficiencies, but high costs are an inevitable response to growing challenges.

Access report

Adam Dalrymple was quoted in CITY A.M on "BT Sport to become TNT Sports: Here’s what it means for price, programming and existing customers"

22 February 2023

Adam said “TNT Sports offers a very similar proposition for consumers, just without the brand-recognition of BT Sport, as the TNT brand will have little resonance with consumers this side of the Atlantic, which they will no doubt want to address with a launch marketing campaign."

“The consolidated rights portfolio will provide a wider offering, but BT Sport is bringing most of the value to the joint venture. Eurosport’s most high-profile rights, the Olympics, only lasts for two weeks every two years and its output is overshadowed by the free-to-air coverage on the BBC.”

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