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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Franҫois Godard was quoted in an article discussing the competition between Al Jazeera's sports network, recently rebranded beIN Sports, and Canal Plus, the Vivendi-owned broadcaster, over Champions League broadcasting rights in France.
Amazon has entered the increasingly crowded digital entertainment TV device marketplace, one which could be strategically more important for the ecommerce giant than tech rivals Apple and Google
The frictionless integration of entertainment and ecommerce on TV represents a bigger consumer milestone than competitor services are offering, and Amazon’s brand has huge appeal, though at present it has less market traction for streaming than it does for other products
Content owners and broadcasters remain the real TV gatekeepers, with integration of TV and digital a service-level pipe dream for now, and so Amazon will likely have to accept being one of many, rather than the runaway winner as it is in books
The core US long form streaming subscription business, so vital to Netflix prospects of long term global as well as domestic success as competition increases, shows no sign of slowing, while guidance points to Q1 2014 as another strong quarter Although market research indicates a positive brand image, boosted by Netflix’s entry into original content commissions, Netflix cannot afford to slacken in its efforts to build its subscriber base due to strong upward competitive pressures on content obligations Content delivery is the other big cost challenge. There is no guarantee that the recent deal with Comcast will last, as the leading ISPs contend with conflicts of interest that arise from wishing to support the traditional model of linear TV but also to exploit the potential of long form online video
Ian Maude was quoted in an article on the acquisition of SecondSync by Twitter. He said " when you talk to broadcasters now they increasingly quote SecondSync stas at you. Twitter is the natural home for SecondSync and Twitter is pushing hard to integrate itself into the television industry."
Newspaper apps have very quickly become a critical means for publishers to optimise consumer dwell time in digital, and cement an integrated digital subscription service
In common with apps in other markets, they are evolving, with new business models and usability solutions emerging relentlessly, while challenges including mobile advertising and the integration of video with text-based content are far from resolved
Unsettled consumer discovery and interaction, and continued innovation by platforms and services on top, provides a mercurial environment for publishers, bringing opportunities for specialist and leading services that develop agile iterations, and increasing the existential threat for many others
Japan’s RIAJ reported a 15% decline in trade revenues in 2013 on the 13% decline in CD and music video sales, still representing 87% of trade revenues
Digital trade revenues fell 23% on collapsing mobile sales; internet DTO revenues were up 24% and subscription revenues trebled to $31 million
UMG, WMG and even Sony each have limited exposure to Japan, where domestic labels dominate. Avex and other publishers exploit J-pop through 360 degree contracts with acts and enjoy robust concert and merchandising revenues
A key milestone in the UK’s Local TV initiative, London Live is also the country’s first integrated TV, newspaper and digital service, providing a unique prism through which to glimpse aspects of the future of its news, entertainment and advertising industries.
History does not point to a successful outcome, but rapidly evolving consumer behaviour and technologies legitimately position London Live as a genuinely new, favourably timed proposition – albeit with no guarantee of even relatively modest success.
In the rollout of Local TV, London Live is alone, with neither its success nor its failure providing more than very limited guidance for the rest of the country’s local TV services; but it is nonetheless a major London media launch.
Alice Enders was quoted in an article discussing the UK film industry. She said "the US industry is more stable because it has a broader production base."
European mobile service revenue growth again disappointed in Q4, dropping slightly from -8.9% to -9.1%, with underlying revenue growth dropping a little further from -6.0% to -6.3%, again reaching a record low
There had been hopes that improved GDP growth would drive a volume rebound, that price declines would start to annualise out, and that declining out-of-bundle usage would wane in its impact as this usage declined. In the event, ongoing price competition from smaller operators, MVNOs and quad play offerings, combined with surging use of OTT communications platforms, have dominated trends
In the medium term, the development of 4G and Vodafone’s Project Spring may bring some much needed network differentiation back to the market, allowing pricing power to return to the larger operators. However, it will be 2015-2016 before these factors come into play: in the short term, the main source of optimism is consolidation