Homepage

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

Pirated streaming of sports and premium TV is costing broadcasters and sports bodies billions of dollars a year, constituting “industrial scale theft of video services”, according to media analysts at Enders. 

Enders found that pirated feeds account for a “double digit percentage” of all viewing of premium sports and television, based on private data from broadcasters and analysis of internet data, though it was unable to put an exact figure on the scale of the problem.

A single pirated stream of a high-profile event, particularly a live football match, can attract “tens of thousands” of people, according to Enders, which on Friday will release a report analysing data from European TV groups. It found that this number may be multiplied many times when these streams are shared on social media.

Amazon Fire Sticks are enabling “billions of dollars” worth of streaming piracy, according to a report today from Enders Analysis, a media, entertainment, and telecommunications research firm. Technologies from other media conglomerates, Microsoft, Google, and Facebook, are also enabling what the report’s authors deem an “industrial scale of theft."

The report, "Video piracy: Big tech is clearly unwilling to address the problem," focuses on the European market but highlights the global growth of piracy of streaming services as they increasingly acquire rights to live programs, like sporting events.

The research by Enders Analysis accuses Amazon, Google, Meta and Microsoft of "ambivalence and inertia" over a problem it says costs broadcasters revenue and puts users at an increased risk of cyber-crime.

Gareth Sutcliffe and Ollie Meir, who authored the research, described the Amazon Fire Stick - which they argue is the device many people use to access illegal streams - as "a piracy enabler".

Enders say there are often multiple streams of individual events - such as high profile football games - each of which can have tens of thousands of people watching them.

“What perhaps the AI ‘black box’ can guarantee is a certain level of performance from advertisers who otherwise aren’t savvy about more manual campaign management,” said Jamie MacEwan, senior research analyst at Enders Analysis. “And Amazon has to offer this solution competitively with Google and Meta’s equivalents to ensure it’s offering the full suite of expected services, as more advertisers get used to buying this way.”

 

Industrial scale theft of video services, especially live sport, is in the ascendance. Combating piracy is a formidable challenge, providing a direct threat to profitability for broadcasters and streamers.

Big tech is both friend and foe in solving the piracy problem. Conflicting incentives harm consumer safety by providing easy discovery of illegal pirated services, and reduced friction through low-cost hardware such as the Amazon Firestick.

Over twenty years since launch, the DRM solutions provided by Google and Microsoft are in steep decline. A complete overhaul of the technology architecture, licensing, and support model is needed. Lack of engagement with content owners indicates this a low priority.

BT hit its FY25 guidance of a modest revenue decline coupled with modest EBITDA growth, and expects more of the same in FY26.

The highlight of the results was consumer broadband returning to subscriber growth despite the altnet onslaught; the lowlight was an increasing decline in Openreach broadband subscribers thanks to other Openreach customers (e.g. TalkTalk) not doing so well.

BT’s longer-term outlook and prospects for a dramatic cashflow turnaround remain strong, with Openreach net losses much more likely to improve than worsen over the next year, and further steps taken to divest/isolate erratic non-UK business segments.