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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

Alice Enders was quoted in Les Echos on "Pink Floyd catalog could be sold for more than half a billion dollars"

27 June 2022

Alice said "The transaction is a package of all rights: recording rights - which has the most value -, composition, synchronization [allowing the use of music for films, advertisements..., Editor's note]), which makes it even more attractive. Spotify-like platforms have given new impetus to the music of 'old' bands. Everyone was able to rediscover them, which we would not have imagined in the physical world of CDs and vinyls."

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UK economic update: Cost-of-living crisis surges

22 June 2022

The cost-of-living crisis facing the UK economy notched up a gear in April, with a shock 9% CPI reading due to the home energy price cap increase; the May reading of 9.1% implies ongoing real income declines. The World Bank warns of the largest commodity shock in 50 years as a result of Russia’s invasion of Ukraine—with prices to remain elevated for 2-3 years

After the pandemic widened social inequality between B2B workers able to accumulate savings through work from home (WFH) and B2C workers who had to continue commuting, the home energy and petrol price crisis is again disproportionately impacting low-income households that cannot WFH

While the UK could find itself in a mild technical recession in Q2 and Q3 2022, base effects from the lockdowns in the first half of 2021 are certain to produce a higher annual level of GDP for 2022, with the OECD forecasting 3.6% growth, although it also predicts GDP will stagnate in 2023, with significant risks to the downside from further energy supply disruptions

Access report

Tom Harrington was quoted in INews on "Star Trek: Strange New Worlds and Top Gun: Maverick head launch of Paramount+ into a crowded streaming market"

22 June 2022

Tom said “It’s a difficult sell and poorly timed.The streaming market is plateauing and they don’t have a ready-made franchise to spin out like Disney had with Star Wars.”

“Households currently have an average of 2.6 pay subscription services. Most people have Netflix and then Amazon. It’s difficult to squeeze out one of those two, with household finances under pressure.”

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Claire Holubowskyj was quoted in BBC News on "Apple battery row: Millions of iPhone users could get payouts in legal action"

16 June 2022

Claire said issues like this may continue to crop up, given the technical limitations of ageing batteries.

"Technology in newer devices improves in leaps and bounds, not as a steady crawl, creating issues when releasing software updates which have to work on devices with often wildly different capabilities. Apple generates 84% of its revenue from selling new devices, making them reluctant to hold back updates to ensure older models keep working smoothly."

She added "Until problems of devices and software updates outlasting and exceeding the capabilities of aging batteries are resolved, this challenge will recur."

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