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.
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Tom Harrington was quoted in the Financial Times on Jeffrey Katzenberg and Meg Whitman show off Quibi at CES. Tom said “Quibi seems to face all the challenges that the other streaming services face: trying to create a sustainable model. The other major obstacle is that its direct competitor, YouTube, has an endless mass of content, the stickiness of experience and the quality of recommendation engine that it is almost impossible to compete with. Plus it’s free.”
Tom Harrington was quoted in the Financial Times on Netflix regional numbers reveal challenge of overseas streaming. Tom argues that while free trial offers were the entrance point for most subscribers to Netflix, the streaming service is finding it harder to convert users into paying customers. This is proving true not just for the US, but in some international markets where Netflix is relatively more expensive because of the lower cost of living. In a paper released on Monday,Tom noted increasing free-trial abuse — where one person signs up to multiple offers with different email addresses — had prompted a rethink. Netflix has ended free trial offers across much of Latin America, and India early this year, and had since extended the policy to parts of Europe and Canada.
Tom Harrington was quoted in The Times on Sky dashes hopes for BritBox deal. Tom said a failure to secure a deal with Sky would be “very damaging” to the new service. “[If you are BritBox], these are the subscribers that you want to get because these are the people that pay for TV. If you are not on Sky, you are marginalised. BritBox doesn’t make a lot of sense for Sky because it is not in the business of promoting nascent services and making them big."
Netflix’s US business provides an insight into the patterns of the subscriber take-up of a maturing streaming service, trends that the comparatively nascent international markets may yet have ahead
Through analysis of the relationship between Netflix’s churn, subscriber additions, marketing spend and content release schedule, a clearer view of the rhythms of the streaming business become apparent
Rising churn, and correlation—such as the emphasis on returning original series during the year’s turbulent second quarter—gives guidance on Netflix’s likely future course, including its use of debt
European mobile revenues remain decidedly in decline this quarter at -2% – a slight worsening since Q2 as the full force of cuts to intra-EU calls hits
There are signs that dual-brand strategies may be reaching their useful limit as erstwhile premium customers shift to value
There is scope for some trends to slowly improve from here, although end-of-contract notifications will impact all markets before the end of 2020, with the UK first off the blocks in Q1
The polls predicting the outcome on December 12 currently imply a Conservative majority of around 18 to 100 seats, making a hung Parliament unlikely
The polls were wrong before: a 2017-sized error still yields a small working majority for Boris Johnson to get his EU withdrawal deal passed by the Commons and the UK out of the EU by the end of January and onto the FTA path
Labour had hoped for a 2017-style surge of support on the back of a big ground campaign fronted by Jeremy Corbyn, but the polls have not tightened as they did two years ago, though the party could still do well among late deciders
Low-priced quality tabloid the i has been bought by DMGT for £49.6m, a 4.5x multiple on historical operating profit. The sale provides a lifeline to JPI Media as Reach has withdrawn from negotiations for the local estate
The i signals growing confidence in consumer media at DMGT after a long period rebalancing the portfolio towards B2B, and new ownership serves as an opportunity to rethink and drive the i’s online service
Although the acquisition will be reviewed by the Competition and Markets Authority (CMA), we expect the deal to pass
Claire Enders was quoted in the Financial Times on Boris Johnson fires shot at BBC with hint at scrapping licence fee. Claire said “We have never had a prime minister who referred to the BBC like that."
Amazon Channels’ aggregation of third-party streaming services enhances the consumer appeal of its wider video proposition, provides incremental revenues and increases the stickiness of the Prime shopping service
Content partners range from major players (e.g. Discovery and ITV) to the more niche (e.g. MUBI and Tastemade), who all benefit from a ready-made platform, billing relationships and a receptive subscriber base. But the revenue shares, data costs and lack of direct customer relationships remain too high a price for some
Two and a half years on from its UK launch, opportunities for live, ad-supported and bundled content are diversifying the platform, but Amazon must prioritise discovery within Prime Video to continue to flourish