BBC Radio 4: The Media Show
7 November 2013Claire Enders appeared on The Media Show to discuss BT Sport's potential bid for Champions League rights. The interview begins at 12:12 into the programme.
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BT Q2 2013/14 results: Gathering momentum
4 November 2013BT’s subscriber and revenue results continued to show strong progress, with its consumer business gathering momentum even excluding the direct impact of BT Sport
BT Sport had a discernible impact, but this was modest given the spend levels involved. However, the negative impact will only improve from this point, with BT sounding cautious about bidding for new rights
Fibre growth has at last started to accelerate at BT’s competitors, with the potential wholesale revenue from this truly game-changing for BT
Could AT&T turn around Vodafone?
1 November 2013Amid ongoing speculation that AT&T will make a bid for Vodafone post its Verizon Wireless divestment, in this note we consider the validity of AT&T’s hypothesis that there is "a huge opportunity for somebody" to repeat the US experience of heavy capital investment coupled with firm pricing in Europe
the Financial Times
29 October 2013Benedict Evans was quoted in an article discussing Samsung who set out its pitch to app developers at the first event of its kind in Silicon Valley on Monday. He said that " Samsung has always had feet in lots of camps and it needs to keep a 'Plan B' open in case of problems with Android. But it's unlikely it plans to try to create a standalone platform as a rival to Android any time soon."
the Financial Times
29 October 2013Benedict Evans was quoted in an article discussing Apple's FY 2013 results. He said that "clearly Apple has moved out of one growth phase." With the iWatch and TV, "it's much less clear there is a $200m-a-year market that can add another leg to the stool."
the Financial Times
28 October 2013Alice Enders was quoted in an article discussing big publishers' reluctance to sign up for digital book services. She said: "cannibalisation is probably one of their biggest fears as 80 per cent of their revenue comes from 20 per cent of the most avid readers."
the Financial Times
25 October 2013Benedict Evans was quoted in an article discussing how Twitter's flaws and feuds helped it fly the nest. He said: "if Twitter was a properly run company, would it have worked? Twitter can be whatever you want it to be. It's not constrained by a vision and a set of execution issues. If they don't screw it up, it may have a unique kind of value."
EE Q3 2013 results: 4G rises in a weak market
25 October 2013EE’s 4G base continued to accelerate, with 8% of its contract subscribers now on a 4G plan less than a year after launch, and it should accelerate further with the launch of cheaper 4G handsets allowing much lower entry price points from next month
However, the market remains weak, with EE’s underlying growth still negative, and any benefits of 4G being more-than-countered by accelerating weakness in overage and prepay revenues
Firmer price increases are needed for full market repair, but these appear more evasive than ever with Ofcom’s recent decision severely restricting the scope for mid-contract adjustments
Auto classified advertising 2013
25 October 2013Auto is the third category in our annual series of reports in UK classified advertising, following UK classifieds and recruitment category outlook [2013-090] and Property classified advertising [2013-091]. Our Auto market report analyses the key drivers in the communications marketplace for used cars, notably transaction volumes and pricing. Overall the auto market is reasonably stable, with new car sales picking up substantially in recent months, while used car sales are roughly flat. AutoTrader remains the big beast in the marketplace, having closed its print product and now focused on developing its digital services alongside its core search. Our report analyses media usage by Car Dealers, and provides five year expenditure forecasts.