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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.

 

Rigorous Fearless Independent

Alice Enders at Enders Analysis says: “What they’re saying is the New York Times must take a position on the issue of children and their right to transition and defend it hook line and sinker, and I’m not sure that’s appropriate.

“I just don’t see how it really advances the case of trans children and their rights to assert that the New York Times has to come down on this issue in a doctrinaire way.”

Although pandemic restrictions are now a distant memory, the aftereffects linger in the retail sector despite the recovery of in-person retail since H2 2021.

Between pre-pandemic 2019 and post-pandemic 2022, volumes are down for fuel and stores selling food, clothing and household goods, exacerbated by inflation, which is also reducing real disposable incomes.

Online sales settled to 26.5% of retail sales in 2022 (excluding fuels), up from 19.2% in 2019. Online volumes remain well above 2019 levels, and long-term prospects are bright with higher road fuel costs and hybrid work-from-home.

Microsoft’s planned acquisition of Activision Blizzard is in trouble. US, UK, and European regulators may make the deal impossible for Microsoft—and a disaster for Activision and the wider industry. 

Sony’s late improvement in PlayStation 5 sales is only just enough to reach its target numbers for the year. It needs a more dynamic approach to a rapidly changing industry, and a less dogmatic message to consumers and regulators. 

Netflix Games is more than a trial—it’s on track to become a major games platform. 

“Google has a high bar for launching these kinds of products because of their low tolerance for reputational damage, and we have seen why last week with that embarrassing slip-up,” says Niamh Burns, online research analyst at Enders Analysis.

“But this kind of inaccuracy is a chatbot problem, not a Google problem. There’s no reason to think that ChatGPT is any more likely to generate accurate answers, and I’m not convinced any chatbot is ready to handle hundreds of millions of requests without some serious unforeseen issues.”

She added “People don’t click on ads because they are answering the kind of basic informational question a chatbot can answer."

Disney’s media and entertainment division plunged into losses as SVOD content cost increases outpaced revenue growth.

Cost cuts will primarily impact non-sports and international output, raising questions about the supply of Disney+’s content in Europe.

Bob Iger’s reorganisation to three operating units will be transformative only when associated with a growth strategy.