BT’s recent protests against the very high “government-inflicted” costs in the UK versus other countries likely relate to business rates, which are already sky-high by European standards and set to rise further.
The business rates reform has some worthy aims in providing some permanent relief for shops and pubs, but at the expense of discouraging much-needed investment in utilities and telecoms by dramatically inflating the cost.
Telecoms business rates also discourage investment by being hard-to-predict, and are distortive between competitors with dramatic differences in unit costs, with these issues partially addressable through valuation reform.
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Disney+ broadcaster deals: targeting engagement
6 October 2025Disney+’s content deals with FTA operators in the UK, Germany and Spain have been characterised by the company as a lever to boost engagement from its older audiences but also younger viewers increasingly disconnected from broadcasters
Greater volumes of proven local programming on Disney+ can only be helpful—the divergent viewing tastes of Germany and Spain are case studies in the regional specificities of content demand
Further, a greater variety of content and release patterns will challenge current Disney+ viewing behaviours and could create greater urgency around usage
Tom Harrington was quoted in The Telegraph on "BBC and ITV braced for World Cup ratings hit over 1am kick-offs"
3 October 2025Tom Harrington of media industry research firm Enders Analysis told Telegraph Sport an increased number of late kick-offs would be “bad news” for the BBC and ITV.
“It makes a massive difference,” he added. “There’s going to be somebody who’s probably going to be pretty unlucky and have a big game at 1am.”
“You can’t please everybody,” Harrington added, pointing out that breaks in play during matches played earlier in the day would hardly be ideal for the BBC and ITV amid the potential for long delays wreaking havoc with broadcast schedules.
Laura Darcey was quoted in Digiday on "Inside The Economist’s plan to grow revenues in a post-search, AI-driven future"
3 October 2025But it’s still a far cry from chasing the influencer playbook, Keeping its video aligned with its brand DNA is a good call for orgnizations like The Economist where most journalists were hired for their writing and analysis rather than their charisma in front of a camera, said Laura Darcey, research analyst at media analysis firm Enders. “The Economist must remain authentic to its brand and not erode its credibility by trying to fit itself too closely into the image of platform-native creators,” she said.
François Godard was quoted in Investors' Chronicle on "Canal+ secures its £1.5bn African expansion – but will it work?"
1 October 2025On the cost side, Enders Analysis media and telecoms analyst François Godard told Investors’ Chronicle that the biggest savings would come from consolidating their respective streaming platforms – Canal+ and Showmax – and cutting fixed costs in advertising technology systems and IT infrastructure.
“I am curious to see how Canal+ can reorganise the business to withstand these things because [it] cannot stop power cuts or devaluation, so they will have to become more resilient in an environment that is unstable,” said Godard.
“It’s a riskier asset, but you have to take risks if you want growth because there is no explosive growth in France,” said Godard.
IBC 2025: Universal AI ‘features’ obscured the gems
29 September 2025At the International Broadcasting Convention (IBC) 2025, vendors and broadcasters showcased plenty of incremental improvements to production using AI—but the show also previewed significant future disruption to traditional production methods.
Distribution is a focus for innovation: Formula 1 demonstrates a compelling personalised product and delivery that takes superfans beyond what can be offered in a single broadcast.
Broadcasters are adapting to a rapidly changing technical landscape at a time of increased pressure on audience trust and the geopolitical climate.
Claire Holubowskyj was quoted in Investors's Chronicle on "Does S4 Capital need rescuing – or has it hit rock bottom?"
29 September 2025“S4 was founded with the whole idea being that we’re going to be tech-enabled, we’re driving the digital transformation,” said Claire Holubowskyj, senior research analyst at Enders Analysis. “So it does look quite bad when we’re in arguably the biggest digital transformation we’re going to see for a generation, and they’re performing really badly in the midst of it.”
“There’s an element of looking inwards and strategising that needs to happen a little bit more than is currently taking place,” said Holubowskyj, who argued that S4 and WPP in particular are focused more on preparing for the next AI-driven phase of the industry than trying to maximise performance today.
Enders Analysis was cited in Bloomberg on "UEFA Revamps Champions League Rights to Attract Streaming Giants"
24 September 2025The Champions League last season introduced a larger league format with an increased number of games. This change resulted in an 18% increase in broadcasting revenue in its top six markets, according to a report from research provider Enders Analysis.
Enders Analysis was cited in Campaign on ‘The weather is changing’: How much should publishers fret about Google AI Overviews?
23 September 2025According to an Enders Analysis report, Publishers’ (in)visibility problem, released in July, the likelihood of a publisher's words triggering an AI Overview tripled between March and July, with one-third of keywords from The Sun and The Mirror triggering one. By contrast, only 16% of The Telegraph's keywords did the same.
The analysis firm estimated that the commercial effect would be "modest" in the short term but "likely to intensify over time".