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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.

 

Rigorous Fearless Independent

Le Monde: Towards the million club

13 April 2022

Groupe Le Monde has been on the road to fiscal recovery since it was rescued from bankruptcy in 2010 by private investors for €110 million

Through the pandemic Le Monde has grown its paying audience to almost peak print levels (in 1979), and is targeting growth to 1 million subscribers by 2025

Multiple brands provide Groupe Le Monde with a strong foundation for diversification, a necessary ingredient for further growth, exemplified by a growing range of news media

 

Access report

TalkTalk: For sale at a price

12 April 2022

TalkTalk is reportedly for sale, with Vodafone and Sky the obvious potential buyers, and a fairly aggressive price requested.

TalkTalk would bring synergies and enhanced market position to either Vodafone or Sky, but also integration and other issues.

Consolidation may bring a degree of market calming, although the more major battles would remain between the infrastructure-based players BT/Openreach, VMO2, and the altnets.

Access report

Claire Enders was quoted in Deadline on "French Presidential Election Sees Emmanuel Macron Vs Marine Le Pen In Rematch: Reactions & Industry Impact"

12 April 2022

Claire said “No one in their right mind would attempt this… It’s a gigantic force in France.” If privatized, Enders suggests billionaire businessman and media titan Vincent Bolloré would be the beneficiary.

The government has always “welched on their commitment to France Télévisions… France Télévisions has always been absolutely 100% achieving and exceeding its regulatory envelope and the government has systematically for 15 years been doing the opposite.”

 

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Niamh Burns was quoted in CITY A.M on "Silicon Valley forced to become copycats as TikTok set to triple ad revenue to £8.4bn"

12 April 2022

Niamh said “The larger platforms like Meta are scrambling to catch up with the TikTok offering. Products like Facebook Reels are a real copycat product."

Calling TikTok “the platform of the moment”, she explained the real challenge for social media players is being able to monetise on this redirected ad spend on this notoriously difficult short-form video form.

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Tom Harrington was quoted in The Telegraph on "How Channel 4 lost its way"

10 April 2022

Tom said “The unprecedented thing about Channel 4 was that it basically took, and still takes, money from advertisers and funnels it directly to independent production companies that Channel 4 doesn’t own. It also had risk-taking and diversity of opinion written into its remit."

“The problem is, what makes Channel 4 special is not economically defensible. If you asked any media company if they’d commission It’s a Sin, they’d say yes because it was a huge hit. The point of Channel 4 is all the risk-taking shows that no one watched. If you see what the people who made those shows did next, that’s where the value is. It’s about the failures that went on to create success.”

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