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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Benedict Evans was quoted in an article discussing the appointment of Christopher Bailey, Burberry's creative director, as CEO when Angela Ahrendts leaves mid-2014. Ms. Ahrendts will become senior vice-president of retail and online stores at Apple. He said " it's a billboard you can buy from " of the Apple Store.
Press display advertising fell 10% in 2012, and we forecast a slower decline this year (about 7%), as press benefits from the deluge of telecoms advertiser spend and the ongoing commitment of retailers to national newspapers and fashion and beauty brands to leading magazine
But structural factors are gathering pace relentlessly: circulation decline is accelerating in some categories and rate cards remain under pressure. Some smaller newspapers and poorly differentiated magazines face the possibility of an existential crisis in the next five years
Publishers able to embrace creative marketing solutions from an integrated digital and print platform will stimulate a more sustainable model in the medium term – but this requires a more radical rethink than is commonly assumed
The advertising market appears more confident than at any time since the downturn of 2008/9 and we expect positive economic conditions to last until the next general election due in 2015
This encouraging outlook for the UK economy underpins our advertising expenditure forecast of CAGR 4.2% for 2013-2015
Internet advertising will increasingly dominate while television (CAGR 2%) and other media will see modest growth with the exception of print, still in sharp decline though less severely than feared a few months ago
Alice Enders was quoted in an article discussing the Competition Commission's order to Cineworld to sell three UK cinemas in response to a ruling by regulators that there is "considerable overlap" between audiences and screenings at its multiscreen venues and the art house chain it bought last year. She said " the two other chains dominating the market [Odean and Vue Entertainment] will not be able to acquire them. This isn't a regular sale - it's a fire sale."
Although it is early days, BARB audience data already supply useful insights into the potential impact of BT Sport on the acquisition and retention of BT broadband customers and take-up of BT Infinity
Now entering its third month the very heavily publicised BT Sport has made a relatively good start in Sky households compared with its predecessors Setanta and ESPN, but less of a difference in DTT households, where getting BT Sport on BT TV is not straightforward
However, BT is still very much the junior player in a duopolistic mature market for premium sport, which we do not expect to grow significantly even if the premium sport is being given away
Benedict Evans was quoted in an article discussing sale figures for the iPhones 5S and 5C. He said that Apple "blew the doors off" with its opening weekend. He states that " there's clearly still strong underlying organic growth and it appears that this is without substantial demand for the 5C, which is not an early-adopter/queue overnight sort of product."
Benedict Evans was quoted in an article discussing the launch of the Tesco Hudl tablet next week. He said that " Tesco's strategic imperative is to start building up people's sense that the company is a place to go to get things digitally." He added the problem for Tesco is that the iPad is getting cheaper, offers a better user experience and a greater range of apps than Android tablets such as the Hudl. " If money was not an object, you would never buy the Hudl."
In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request
Microsoft dominated PCs and Nokia mobile phones, but both are irrelevant in the dominant model for tech in the next decade, smartphones and tablets. An acquisition may have been necessary, but by itself it solves nothing.
Smartphones are now half of all mobile phone sales, and the 255m smartphones and tablets sold in Q2 2013 dwarf the 76m PCs sold. Microsoft now powers less than a quarter of all the personal computing devices being sold.
Microsoft retains a leading position in enterprise and in console gaming. But if it cannot return to relevance in consumer, the strength of the whole business will suffer.