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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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Taking a dip: UK mobile market in Q2 2024

2 September 2024

Service revenue growth dropped off by 5ppts this quarter to -1% as lower in-contract price rises hit.

The outlook for 2025 is marginally brighter than it was last quarter as new price-increase regulations raise the average in-contract price increase for customers.

The CMA is set to deliver its preliminary findings on the Vodafone/Three merger in September. If it is not approved, we expect both parties to significantly change their strategies to be viable in the UK market.

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YouTube: Becoming more TV-like

2 September 2024

In the past, broadcast TV and YouTube content has been poles apart—both in substance and the need states they served. This is changing, with the overlap in offerings growing 

We estimate that c.61% of viewing of YouTube Trending content is of videos that could be considered TV-like. Similar programming makes up c.35% of broadcast TV viewing 

YouTube’s videos are also becoming longer, raising audience tolerance and expectations, and allowing the service to compete in a broader range of genres. However, this will be challenged by monetisation limitations

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Joseph Teasdale was quoted in Business Insider on "Uber is reviving its robotaxi dreams — with help from some former rivals"

2 September 2024
Joseph Teasdale, head of tech at research firm Enders Analysis, told BI that technical issues will prove challenging for a full-scale robotaxi rollout. Teasdale added: "The problem for Uber is that fully replacing drivers with robots is really, really difficult. Progress on full autonomy has lagged all but the most pessimistic projections of seven or eight years ago."
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Alice Enders was quoted in The Guardian on " Supersonic: where will the money be made on Oasis reunion tour?"

29 August 2024
Alice Enders, the director of research at Enders Analysis, said: “The mega-trend in consumer music spend is not recorded streaming services but the experience of live music, which super-fan clusters especially will pay a lot for. “Oasis have been completely off both the recorded music and live music scenes, and reforming will drive ticket sales as well as streaming of their songs.”
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Tom Harrington was quoted in The Guardian on ‘I’ve never seen such a feeding frenzy!’ Can Strictly bounce back from its summer of scandal?

28 August 2024
However, the head of television at Enders Analysis, Tom Harrington, thinks the current row is unlikely to damage Strictly’s global appeal. “I don’t think anyone in Belgium or wherever is reading the press here and thinking: ‘I’m less likely to watch the Belgian version.’ It’s very well insulated. Other than maybe the problems that they’ve allegedly had in the UK could be happening somewhere else.” Harrington said that selling formats is estimated to make up about 20% of BBC Studios’ revenues but that the big formats are “very, very high margin … and incredibly lucrative”, which helps to explain Strictly’s importance to the BBC at a time when it is facing cuts because fewer people are paying the licence fee and, the BBC argues, 14 years of funding cuts by Conservative-led governments have reduced its budget by 30% in real terms.
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Tom Harrington was quoted in The Telegraph on "The party-loving Hollywood mogul making a mess of Warner Bros"

23 August 2024
“The decline in the last quarter is not particularly worse than previous periods but the writedown and the future impact of losing NBA games has crystallised the decline in the eyes of the investors, hence the reaction,” explains Tom Harrington, analyst at Enders Analysis. “The core problem Zaslav has which, say, Disney doesn’t, is that the company doesn’t really have truly mass-market content, which is what you need for success in streaming – and you need to have success in streaming to balance the decline in linear.”
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