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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Matti Littunen was quoted in the Financial Times on the ICO finding widespread disregard by adtech companies for the requirements of the EU’s new general data protection regulation (GDPR). Matti said “There will be an interesting game of chicken, who is going be the first to make major changes in response to this rapsheet from the ICO?”
Claire Enders was quoted in the FT on Ofcom's decision for legislation that guarantees public service broadcasters a prominent spot on TV sets to be extended to help the PSBs compete against online competitors such as Netflix and YouTube. Claire said “Seeing this happen in practice is probably going to take some time,” referring to the currently preoccupied government. But she said Ofcom’s decision showed “PSBs are the core of the media experience in the UK and that [Ofcom] intends to keep it that way.”
Google’s advertising business has begun losing market share in the US, with competition from Amazon, Facebook and Microsoft intensifying in search and display
In response, the company is redoubling efforts to reshape its apps, services, and the entire web for more efficient monetisation, spelling uncertainty for partners and users
The adaptability and complexity of Google’s services reduce business risk from targeted regulatory measures, but increase the pressure for a radical intervention
With c.22m accounts across 44m devices, Roku has a US footprint which exceeds the largest pay-TV platforms
Limited competitive advantages highlight the scale of this achievement, but also leave the pioneering firm vulnerable to activities from bigger, wealthier rivals Apple, Amazon, and Google as well as pay-TV providers
The odds are stacked against Roku, but continuing the innovation in production and product that built its lead may secure future success
Julian Aquilina was quoted in the Financial Times on Wimbledon tennis looks to lift revenues through the roof. He said “Centre Court showcases the biggest matches, particularly throughout the second week of the tournament with the quarter-finals onwards and, as you’d expect, the TV audiences build as the tournament progresses.”
The number of people willing to pay for online news now roughly matches print paid circulation, and will soon be substantially greater, with publishers increasingly demonstrating that their strategies are influencing industry outcomes
Our thesis is that subscriptions work in some cases, but that a more systematic reader-first approach benefits all cases, recalibrating management focus to media’s core purpose
Effectively implementing such an approach is a more radical, transformative development than is sometimes assumed. The winners will deploy sophisticated, bespoke audience acquisition and retention funnels and undergo detailed appraisals of the trade-offs necessary for optimal user experiences
Matti Littunen was quoted in The Times on Ministers are too lenient towards the tech giants’ intrusion into our lives. He said “It’s like owning the M1 and most of the lorries."
The Information Commissioner’s Office reported on the UK online advertising sector, finding common industry practices unlawful under a strict interpretation of the GDPR and UK privacy law
The ICO focused on problems around transparency, consent and data sharing in the Real-Time-Bidding ecosystem, which comprises 16% of UK online ad spend, but most of publisher online ad revenue. The ICO is giving the industry six months to shape up, with the next steps still unclear
The Competition and Markets Authority has had under consideration an investigation into the entire online advertising sector, but is hampered by Brexit-related considerations
We expect total TV ad revenues to decline 3.3% in H1 2019, partly due to a return to Earth following the idyllic conditions of the World Cup in June 2018.
Bad omens for advertising for H2 include the sagging economy since April and the Government’s impetus to achieve Brexit on 31 October, with or without a deal.
Our forecast remains a 3% decline for total TV ad revenues for 2019 as a whole, with the risk of a more serious downturn in 2020 in the wake of Brexit.