Soccer fans will be converted into online shopping enthusiasts, as is the case with all things Amazon. Amazon demonstrated savvy in getting the rights on the cheap, according to Francois Godard, an analyst at Enders Analysis, but it still needs to show it can exploit them to considerably expand its e-commerce business footprint.
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Alice Pickthall was quoted in The Guardian on "‘Hand on heart, I don’t do this for money’: Zillah Byng-Thorne on success at Future"
23 August 2021Alice said “There is a lesson to be learned by Future’s success: there is still significant revenue to be driven by publishers."
“It is the death of the print magazine in that structurally there has been a consumption shift, but it is not the death of what a magazine is at its core, that’s content. The future is a diversified model and revenue mix, that is what Future has done strongly.”
Francois Godard was quoted in Bloomberg on "Lionel Messi Gives Amazon’s Risky French Venture a Boost"
20 August 2021Francois said “Amazon proved agile in buying the rights on the cheap, but it still has to demonstrate it can leverage them to significantly increase its e-commerce business footprint.”
Julian Aquilina was quoted in the Financial Times on "Comcast and ViacomCBS unite to take on Netflix in European streaming"
19 August 2021Julian said it also showed how Sky, which has traditionally focused on sport, was pivoting its strategy to becoming an “aggregator”, offering viewers content from a range of sources.
Alice said “The group has a systemic and intense business approach set to music by Zillah Byng-Thorne, a woman with a strong personality. All avenues are explored, from e-commerce to advertising, including events, content syndication and the traditional activity of selling magazines."
Claire Enders was quoted in the Financial Times on "Adam Crozier to take over as BT chair as it awaits Altice move"
18 August 2021Claire said Crozier would bring a great deal of experience to the BT boardroom. “He is an excellent strategist through challenges and change and a deft hand with regulators, government stakeholders and pension fund trustees."
Claire Enders was quoted in The Guardian on "Can Adam Crozier help connect BT to a bright future?"
18 August 2021Claire believes that Crozier and Jansen are cut from a similar cloth and should make a strong team.
“I think their management and personality styles are actually very similar and are along the same lines. They are very smooth, calm, process-driven. With only three years’ age difference I think they will get on very well. Adam has dealt with a panoply of stakeholders similar to BT – Ofcom, government, pension fund trustees – he has a lot of familiarity with complexity and is seasoned in terms of crises.”
China's anti-monopoly drive: Reining in the champions
18 August 2021After China updated its Anti-Monopoly Law to cover platform companies, the Government is bringing to heel privately owned ‘national champions’, including via antitrust measures in their home market—the key source of their astronomical cash flow—and through interference in their expansion outside China
China lacks any tradition of anti-monopoly activity, given its gradual shift to the market from state-owned enterprises, it offers an example of theory in practice for antitrust reformers targeting platforms in the West
The global implications are huge: up to $2 trillion of Wall Street shares are exposed as China tightens controls on foreign IPOs. Regulators could also use enhanced antitrust powers to disrupt global dealmaking for economic leverage
Market revenue growth bounced back to 4% in Q2, the first positive growth for the sector since 2019 .
Most of the improvement was however temporary sports channel bounceback, with underlying growth still negative.
Prospects are nonetheless healthy, with price increases now regular, backbook pressure annualising out, and ultrafast boosts growing.