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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

Niamh Burns, a senior analyst at Enders Analysis, says there will be a stream of new products as companies, backed by multibillion-dollar investments, try to win over consumers. “We’re going to keep seeing these flashy releases, because the tech is new and exciting, and because the actual consumer use case hasn’t been landed on. New models and even just new interfaces – simply put, things to do with the models – need to be released until something sticks from a user perspective,” she says.

“Any commentary on advertising by EA ultimately remains a reflection of its desire to be acquired by another major media and entertainment company, specifically by demonstrating its flexibility in generating revenue from a passionate fanbase,” said Gareth Sutcliffe, the head analyst covering the games industry for market research service Enders Analysis. “While any advertising option is unlikely to provide a material uptick in revenue, EA’s audience remains valuable and it assists in its positioning as a full-stack operation across all development platforms and nearly every conceivable revenue model.”

Starlink’s compelling consumer broadband proposition has become the clear front runner in the satellite space, with an attractive cost to serve the 100k UK homes in very hard to reach areas relative to fibre alternatives

The latest developments allow full mobile coverage via satellite with existing handsets, a service the mobile operators could charge a premium for, and which might ultimately take pressure off mobile network coverage

The threat of full substitution is extremely limited given the 50-100x cost differential involved, but Starlink could still launch a retail product as a part-MVNO, putting pressure on the mobile operators to launch satellite-assisted retail services first

Reddit, a unique and valuable online space, has reported its first quarterly results as a public company, following a very successful IPO.

In the longer term, Reddit is doomed to scratch out an unprofitable existence as a wannabe scale ad platform, echoing peers in the public markets.

Advertising is probably the least-bad business strategy, as user payments, ecommerce and licensing revenues are even less proven. Dialling back growth ambitions to improve the bottom line is the most sustainable path.