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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.
Claire Enders was quoted in The Guardian on "Rupert Murdoch calls off proposed Fox-News Corp merger"
26 January 2023“The justification for the transaction was paper thin but it had the merit of forming a long-term financial umbrella over publications that are vulnerable,” said Claire Enders, founder of Enders Analysis and a longtime Murdoch watcher.
“Protecting the future of titles of great sentimental and political value might have been a motivation shared by few of those involved. Rupert Murdoch did not have convincing arguments for value add. Breaking up the News Corp stable is likely to release more value for shareholders in due course. We are always sympathetic to protecting plurality but it isn’t an argument the stock market has any time for.”
Jamie MacEwan was quoted in Digiday on "With TikTok’s growing list of issues, should marketers think twice about the platform?"
25 January 2023Jamie MacEwan, senior media analyst at Enders, explained that TikTok execs’ use of heating (which is boosting videos into users’ “For You” pages to achieve a more ideal number of views), confirms the TikTok team’s awareness of some of the drawbacks of having a very aggressive personalization engine — its lauded special algorithm — and so this is a way for them to account for those drawbacks in some way.
Jamie MacEwan was quoted in the Daily Mail on "Hollywood blockbusters help luxury cinema chain Everyman bounce back from Covid"
24 January 2023But media analyst at Enders Analysis Jamie MacEwan said Everyman’s success is more than just high-value films being released.
"Everyman was well-placed to capitalise on the consumer desire for louder and bigger experiences post-pandemic." he said.
Alice Enders was quoted in the Daily Mail on "Spotify boss who signed Harry and Meghan podcast quits as streaming giant cuts 600 jobs"
24 January 2023Head of research at Enders Analysis Alice Enders described Spotify’s job cuts as ‘inevitable’ for a company that relies so heavily on advertising.
Online Safety Bill: UK will add criminal liability for tech execs in relation to children
24 January 2023This report is free to access.
Cross-party support for an 11th hour amendment to the Online Safety Bill’s Commons report stage has forced the Government to agree that a new criminal liability for tech executives will be added in the Bill’s passage through the Lords.
The proposed amendment cites faulty precedents, including in financial services, and a new, not yet established Irish online safety regime that is lengthy in procedural steps before criminal sanction.
The introduction of criminal liability will not strengthen the safety objectives of the bill. It is at odds with the approach of the wider regulation, and is practically unworkable.
Tom Harrington was quoted in The Telegraph on "The British woman who decides what the world is watching on TV"
23 January 2023‘In terms of the number of programmes it produces, the number of subscribers it has, the number of awards it gets, Netflix is very much the first cab on the rank,’ Harrington says. Bajaria’s role is to keep it there.
Netflix Q4 2022: Back in business
21 January 2023As Reed Hastings stepped aside as co-CEO, Netflix beat its (last ever) subscriber add forecast—7.7 million v. 4.5 million—leading to a revenue boost, alongside a gradually-widening profit margin. Forecasts for 2023 are positive, with the company seemingly past much of the tumultuousness of 2022.
With no metrics volunteered by management, we can assume that take-up of Netflix's nascent ad-supported plan has been predictably modest. To scale, the company must overcome several structural inhibitors.
With Netflix foreseeing future strain on subscriber additions, in time revenue growth will have to increasingly be inspired by paid-sharing initiatives and advertising—this will be detrimental to local content spend in minor markets.