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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.
Project Gigabit: The fight for the final 20
29 September 2023Project Gigabit, the process of awarding subsidies to cover the hardest-to-reach 10-15% of the UK with gigabit broadband, is well underway, with altnets having been awarded all of the contracts won so far, although these are only 5-10% of the prospective total.
While wholesale provision is mandatory under the contracts, logic and experience suggests that this option may prove impractical, leaving the national ISPs (such as BT, Sky and TalkTalk) at risk of losing up to 15% of the market, and consumers being denied hard-won choice.
Openreach would be well advised to build its own network in these areas using the ducts and poles of the subsidy winners (also mandated), to protect the prospects of its ISP customers and maintain consumer choice.
Gareth Sutcliffe was quoted in City A.M on Candy Crush chief: ‘We’re looking for the next one’
28 September 2023“King have done a masterful job in keeping Candy Crush relevant and enticing,” said Gareth Sutcliffe, equities analyst at Enders analysis, “there is no reason to doubt that AI will provide a useful angle to attract and retain audience.”
“The broader issue is King’s lack of portfolio diversification and inability to replicate such a successful franchise. The eventual new owners, Microsoft, will be right to expect more,” he added.
Sports clubs, leagues and federations are accelerating investment in their direct-to-consumer strategies, developing next-generation apps and streaming services.
Objectives include gathering first-party fan data, diversifying revenue streams, and extending reach in growing markets and among younger audiences.
New league streaming apps supplement broadcaster coverage in core markets and enable new partnership arrangements with incumbent pay-TV operators and online video marketplaces.
François Godard was quoted in Le Monde on "Ligue 1 call for tenders: the withdrawal of Canal+ reinforces the uncertainty around football television rights"
26 September 2023But Canal+ has not given up on Ligue 1: if the call for tenders fails, the group could negotiate over the counter. Or even, in the event of failure, continue to offer Ligue 1 but as a distributor, thanks to its contracts with the Qatari channel BeIN Sports and the British platform Dazn (pronounced “da zone” ). “The contract with Dazn is a spare wheel for Canal+” , deciphers François Godard, of the Enders Analysis firm.
Claire Holubowskyj was quoted in the Daily Mail on "Amazon in £3bn punt on artificial intelligence start-up Anthropic"
26 September 2023Claire Holubowskyj, senior research analyst at media research service Enders Analysis, said: 'Amazon working with other AI companies isn't new, but this is a big lean in.
'Amazon approaches AI at all levels, from the chips to the software, so this new investment is simply putting their money where their mouth is.'
Enders Analysis was mentioned in the Financial Times on "Vivendi’s Canal+ attacks French football body over rights"
26 September 2023Top-flight French football still fetches far less revenue for its TV broadcast rights than other European leagues. “The Bundesliga and Serie A take 50 per cent more, La Liga almost twice as much and the Premier League almost three times,” wrote Enders Analysis in a recent note. “Ligue 1 wants to break with its recent history of failed tenders, declining revenues and soured relations with incumbent Canal+,” Enders added.
Claire Enders and Alice Enders were mentioned in The Guardian on "Rupert Murdoch made his own rules – what is the media mogul’s real legacy?"
26 September 2023Murdoch has long opposed the BBC and ABC in Australia, but has failed to bring them down. He has invested heavily in journalism, including investigative reporting – the Times/Sunday Times recently broke the story of allegations on the conduct of Russell Brand, together with Channel 4’s Dispatches. We anticipate that Murdoch, soon to become chair emeritus of News Corp, will remain as attached as he has always been to the UK titles.
Claire and Alice Enders are the founder and director of research at Enders Analysis
Claire Enders was quoted in The Economist on "Rupert Murdoch isn’t going anywhere just yet"
26 September 2023Those investors may be reassured by Mr Murdoch’s more modest new title. In recent years analysts have come to speak of a “Murdoch discount” applied to Fox and News Corp. Mr Murdoch’s new title means that “his interface with the public markets is over,” says Claire Enders, a media analyst. “But it is obvious that he is the ultimate decision-maker as long as he is alive.”