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Enders Analysis has worked with the IPA to produce this wide-ranging study into the effects and key lessons from the pandemic for the marketing industry. Tracing what are likely to be permanent structural shifts in the economy, this report will quantify and explore the impact for the industry on mobility restrictions, the rise in ecommerce, the explosion of in-home media consumption, and shifts in media spend.
Douglas said "TalkTV will benefit from being part of a much bigger portfolio, including beyond the UK, compared to GB News."
James said while a Sky-Virgin tie-up would be “unhelpful” for BT, it would be “incredibly problematic” for altnets with ambitious full-fibre plans because it would take away their chances of ever poaching Sky’s block of six million subscribers.
Claire said she expected that hundreds of thousands of new customers would join Sky and highlighted the mobile phone-like payment plan as a radical move that could open up the broadcaster to a new audience. “This is like the iPhone. It’s that kind of moment."
Julian said "Sky is planning a massive marketing campaign for Sky Glass over the next three months, which takes us to Christmas, and Sky will be keen to see this launch succeed, so no doubt it’ll encourage its existing customers to upgrade wherever possible. That said, although this is a huge product launch, Sky doesn’t really need to rush to switch its customers over from satellite."
He added "Given the typical replacement cycle for a TV set is over 5 years (and perhaps up to 8 or 10), if someone has bought a brand new set in the last year or two then it might be a while before they wish to splash out on another. As a result, there are many years left for satellites."
Joseph said “Facebook would be in a much worse position from a demographic standpoint if they didn't have Instagram."
He added “Even if you're a teenager, there's still limited time. And every minute you spend on TikTok or playing Fortnite is a minute that you're not on Facebook or on Instagram."
Julian said “Although broadcast channels and streaming services alike saw a big jump in their audience numbers at the start of the pandemic, the streaming services are the ones who have held onto these gains."
Press reports that Sky is in advanced talks to co-invest in Virgin Media O2’s upgrade of its cable network to full fibre are something of a surprise, with a host of issues for both parties to carefully consider
The muted deal would be somewhat negative for BT (although limited by Sky’s c.15% market share in VMO2 areas and regulatory protections/upsides). It is, however, a stark reminder of the precarious economics of alternative networks such as CityFibre
Whether this makes VMO2 more likely to extend its network further is a more critical issue, certainly for BT
