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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

The French Professional Football League (LFP) is to auction its 2016-20 broadcasting rights next month, one year earlier than expected. The anticipated auction (and short notice) increases pressure on rival LFP broadcasters – a failure to renew their existing rights deals would unsettle their position for over two years

Due to uncertainty over the future ownership of Canal+ and the political background of Al Jazeera’s beIN Sports we believe that both would prefer to maintain the status quo: the top two weekly games on Canal+ and the other eight on beIN Sports

The LFP rights are precisely packaged to prevent this, and to force the two to compete at least for one lot. As the market leader Canal+ has more to lose, while beIN Sports could sustain its current complementary positioning with fewer games

the Financial Times

10 March 2014

Claire Enders was quoted in an article about BBC's decision to cut costs by taking off-air its channel BBC Three. She said "it's much easier to take tens of millions out of really significant budgets, like television, than out of radio and online."

 

Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 4 March 2014. The event featured talks by 13 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette.


This report provides edited transcripts of the talks given by seven of those speakers: James Purnell, BBC; Dido Harding, TalkTalk; Nicola Mendelsohn, Facebook; John Paton, Digital First Media; Mike Darcey, News UK; Ashley Highfield, Johnston Press; Michael Comish, Tesco

Slides from the presentations by the following speakers at the Media & Telecoms: 2014 and Beyond conference on 4 February 2014: James Purnell, BBC; Dido Harding, TalkTalk; NIcola Mendelsohn, Facebook; John Paton, Digital First Media; Mike Darcey, News UK; Ashley Highfield, Johnston Press; Michael Comish, Tesco

the Financial Times

6 March 2014

Claire Enders was quoted in an article about BBC cutting back its only television channel aimed at 16 to 34 year olds in an effort to save an extra £100m a year. BBC Three will become available only on iPlayer. She said "They are rightly anticipating that a larger segment of youth viewing is going online. But you can't break a new show on iPlayer to the level of Little Britain."

 

Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 4 March 2014. The event featured talks by 13 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette. This report provides edited transcripts of the talks given by six of those speakers: Sir Martin Sorrell, WPP; Gavin Patterson, BT; Andrew Griffith, BSkyB; Thomas Rabe, Bertelsmann; David Dyson, Three UK; David Abraham, Channel 4

the Financial Times

4 March 2014

Douglas McCabe was quoted in an article about the Guardian's annual revenues. The Guardian is set for its biggest rise in annual revenues since the financial crisis, as digital revenues and a push into overseas markets offset the decline in printed newspapers. Talking about revenues falling by a quarter between 2008 and 2012 to £194m, he said "it was a double whammy effect" adding that "the financial crisis hit them badly, and at the same time they lost so much of their classified business."

 

The UK residential communications sector maintained strong revenue growth of 5% in Q4 on a reported basis, or 4% underlying, bolstered by strong volumes and solid pricing, with recent price increase implementations supporting the latter going forward

It is still hard to see a very significant competitive impact from BT Sport, with BT’s broadband net adds up by only 20k-30k on a year earlier, but the impact on costs is very clear, with increased sports rights costs, increased marketing costs and pay TV box/device subsidies driving up the cost base of all operators

Looking forward, in the short term market volumes are likely to be suppressed by recent bad weather lengthening provisioning times, and the detailed timings of price increases will suppress ARPU growth. In the medium term the outlook is much stronger, although the prospect of increased competitive activity around the next Premier League rights auction still casts a shadow