Homepage
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.
Subscription BBC?
3 February 2020The Government appears set on reducing the scale and scope of the BBC by dismantling the licence fee, and in its place pushing for subscription or making payment voluntary, without any evidence of the likely impact.
DTT – the UK’s largest TV platform – has no conditional access capability, and so implementation would require another costly and long-term switchover.
A voluntary licence fee would inevitably lead to a huge reduction in income. If just those on income-related benefits were not to pay, the shortfall would be over £500 million – in addition to the £250 million the BBC will be funding for over-75s receiving Pension Credit.
Claire Enders was quoted in The Times on Channel 4 under Alex Mahon may need to do more than leave the bubble
3 February 2020Claire said “Channel 4 owns its HQ in Westminster and I believe it would be right to consider moving once the out-of-London project reaches fruition. It would sell for a significant sum, perhaps even £200m.”
James Barford was quoted in The Times on Sky takes aim at ITV and Channel 5 over public service remit.
3 February 2020James predicted a "£500m hit on top of the £500m forecast by BT last week."
Our all media ad forecasts predict 4-5% growth in advertising expenditure on UK media in 2020, driven by double-digit growth of pure play online, expected to reach 58% of total spend this year, up from 55% in 2019.
We expect that pure play online spend will grow by 10.9% in 2020, while TV and Press continue to fall by 3.1% and 8.6%, respectively.
Although the economic outlook for 2020 is more positive than 2019, debt-fuelled growth in spending is a continuing concern on the consumer side.
Claire Enders was quoted in the Financial Times on Tories move to decriminalise BBC licence fee evasion
31 January 2020Claire described it as “pincer movement to cause the BBC to wither and implode."
Specialist and part-time work drives recruitment boom
29 January 2020Employment reached an all time high in 2019 of 32.8 million people at work despite slower GDP growth in 2017-19. The tighter labour market has helped real wage growth. A two-tier jobs market has emerged, with high-grade skilled roles evolving in a wide range of service sectors, and a large pool of low-grade, part-time work
The heterogeneous labour market has ensured that in recruitment classifieds, unlike property and auto, no digital player has achieved absolute dominance. In the layer devoted to the recruitment of professionals, served by LinkedIn, rising demand for more specialised roles has expanded the number of agencies, intensive users of digital tools to locate recruits and crack the problem of "approachability" of those already in the job
Online job portals are rushing to improve their AI and programmatic capabilities as specialisation prompts a shift from keyword search to smart matching, leading to a boom in recruitment tech M&A. Traditional agencies such as Hays are upgrading their own data capabilities through acquisitions and partnerships with LinkedIn, Google, Salesforce and other data/tech providers
James Barford was quoted in The Times on Huawei
29 January 2020James Barford was quoted in The Times on We’ve never trusted Huawei but the risk is limited, says spy chief. James said that such a cap could also be damaging for the consumer. “The smallest of the four mobile operators in revenue terms is Three. It seems harsh to be disrupting the business model of a challenger in the market."