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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

Enders Analysis’ Tom Harrington described the price changes as the next evolution for Netflix’s pricing following the launch of cheap mobile-only plans in some international markets. “It’s the next step in creating a nuanced, bespoke approach to pricing on a country-by-country basis – a far cry from how the product was pitched after the global rollout stage, where in many countries it was extremely expensive, uncompetitive against very cheap local streamers and only accessible by (their words) ‘western-oriented elites’,” he told THR.

Consumer tech revenue growth ground to a halt by the end of 2022.

Changes in technology and user behaviour are creating risks for incumbents.

Shareholder pressure is driving efficiencies, but high costs are an inevitable response to growing challenges.

Adam said “TNT Sports offers a very similar proposition for consumers, just without the brand-recognition of BT Sport, as the TNT brand will have little resonance with consumers this side of the Atlantic, which they will no doubt want to address with a launch marketing campaign."

“The consolidated rights portfolio will provide a wider offering, but BT Sport is bringing most of the value to the joint venture. Eurosport’s most high-profile rights, the Olympics, only lasts for two weeks every two years and its output is overshadowed by the free-to-air coverage on the BBC.”

Alice Enders at Enders Analysis says: “What they’re saying is the New York Times must take a position on the issue of children and their right to transition and defend it hook line and sinker, and I’m not sure that’s appropriate.

“I just don’t see how it really advances the case of trans children and their rights to assert that the New York Times has to come down on this issue in a doctrinaire way.”

Although pandemic restrictions are now a distant memory, the aftereffects linger in the retail sector despite the recovery of in-person retail since H2 2021.

Between pre-pandemic 2019 and post-pandemic 2022, volumes are down for fuel and stores selling food, clothing and household goods, exacerbated by inflation, which is also reducing real disposable incomes.

Online sales settled to 26.5% of retail sales in 2022 (excluding fuels), up from 19.2% in 2019. Online volumes remain well above 2019 levels, and long-term prospects are bright with higher road fuel costs and hybrid work-from-home.

Microsoft’s planned acquisition of Activision Blizzard is in trouble. US, UK, and European regulators may make the deal impossible for Microsoft—and a disaster for Activision and the wider industry. 

Sony’s late improvement in PlayStation 5 sales is only just enough to reach its target numbers for the year. It needs a more dynamic approach to a rapidly changing industry, and a less dogmatic message to consumers and regulators. 

Netflix Games is more than a trial—it’s on track to become a major games platform.