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.
The company’s share of the UK broadband market has fallen to 11 per cent, from 14 per cent in 2022, according to research by Enders Analysis.
Karen Egan, head of telecoms at Enders, said altnets had pushed broadband prices to “uneconomic levels” in the UK.
“TalkTalk, in particular, has been at the sharp end of this pressure as both the altnets and TalkTalk appeal to the lower end of the market,” she added.
TalkTalk’s market share had declined to 11 per cent in February, from 14 per cent in 2022, according to analysis by Enders, the telecommunications research specialist.
The erosion of the website’s centrality, and the rise of creators and influencers generates multiple challenges for media –people’s choices have grown enormously. This report highlights consumer behaviour: what people trust and value.
Through a series of case studies we demonstrate people’s needs are resilient: helpful and convenient services with personality that can be trusted, all enhanced by strong community.
Media brands continue to play a critical and trusted role for people to navigate marketplaces, interests and their work life. The role of product –and by extension, the leadership and structure of product development –has grown in importance.
Like most boys, my children’s principal media resource is YouTube: recent research from Enders Analysis shows that boys spend on average an hour and a half a day on the platform, 25 per cent more than girls, who favour TikTok and Instagram reels.
However, Community Fibre still reported a pre-tax loss of £118.5mn last year off the back of substantial investments in its network.
The cost of those investments, combined with growing competition among altnets, led to cumulative losses across the sector hitting £1.3bn in 2023, according to consultancy Enders Analysis.
According to a recent report by Enders Analysis, deep research agents from OpenAI have already doubled their performance on the difficult “Humanity’s Last Exam” benchmark, raising success rates from 13% to 26.6% through web browsing and coding tools.
Mahon will leave behind a complex legacy at Channel 4. To some, such as media analyst Claire Enders, she is the “courageous and feisty leader” who staved off two Tory privatisation attempts, navigated a pandemic and ad market crisis, and led Channel 4 into the digital future.
Karen Egan, Enders’ head of telecoms, said the trend was also partly due to the cost of living crisis, with consumers more likely to use a cheaper mobile alternative — something that many MVNOs claim to offer.
Egan also noted that in addition to consumer competition, an additional battle was also growing between network operators jostling to sign deals to bring virtual operators on to their networks.
“MVNOs are getting increasingly good wholesale deals from the network operators, who are really struggling for other sources of revenue growth and have decent levels of spare network capacity,” she said.
Service revenue growth remained firmly negative at -1.0% in spite of inflation of +2.1%, as competition remains intense and pricing power weak.
Operators are guiding to a 2025 EBITDA performance that is broadly in-line with, or weaker than, their 2024 performance, with SFR choosing to abstain from guidance this year.
In-market consolidation cries are getting louder, with France, Italy and Germany the most obvious candidates.