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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

Joseph Teasdale, head of tech at research firm Enders Analysis, told Business Insider that the site has "always had strong, active networks of high-powered professionals talking shop," despite the fact "it has never been a billion-user social network" like Instagram or Facebook. "X's staying power is a testament to the strength and value of these networks," he said. "The president's use of the service is a good example of how X has maintained its relevance."
Alice Enders, head of research at Enders Analysis, told the BBC while streaming has become popular, "the physical format never went away, as vinyl truly shows". "In Japan, the CD+DVD is still far ahead of digital because merchandise is a key part of the j-pop live experience and establishing a history at home is the ultimate homage," she said. "HMV is not the only supplier benefitting from this resurgence of the hard copy, also seen in books."

After an arduous ten-month process, France’s Ligue 1 has reached a tentative deal to license its 2024-29 broadcasting rights at a price 14% down on the previous cycle.

Adding France (for €400 million p.a.), DAZN now has prominent positions in four out of the five big European markets. With a weekly top pick (for €100m p.a.), beIN consolidates its model.

Attention turns to distribution, and whether DAZN will patch up its partnership with Canal+.

Tom Harrington, head of TV at Enders Analysis, said: “This has been happening for a while – The Inbetweeners and Peaky Blinders both experienced it – but there are more and more shows poking through. Virality plays a factor in the recommendation algorithm, which means total engagement can accelerate very quickly.“Obviously, though, the audience has to want the show. Netflix is definitely getting better at licensing UK programming that’s in line with what its audience desires.” “Almost all the growth of engagement for Netflix in the UK is coming from older viewers, meaning its audience is heading in the direction of broadcast television’s,” said Harrington. “So we can predict even more old broadcast shows will become belated hits on Netflix.”

Netflix saw revenue grow 17% YoY (to $9.6 billion) in Q2 with margin continuing to stay healthy at 27%, approaching the levels of legacy media. It appears that the immediate revenue benefits of 'paid sharing' are now dissipating but any shift in perception around paying for the service will continue as a positive

In the UK, older viewers continue to drive viewing growth on the service—they will increasingly dictate whether something is a hit

Despite Netflix's perennial narrative of amplifying the effectiveness of foreign-language programming, English-language content continues to travel better than anything else

“Responsible platform operators should gear algorithms towards accuracy and broader perspective rather than sensationalism,” said Jamie MacEwan, senior research analyst at Enders Analysis. “Those standards should also be expected of professional media output. Without these precautions, there is always the risk that platforms and the media themselves become part of the story.”
ITV was said to be charging firms £500,000 for one 30-second slot during half-time of England games, and the cost of the advertising space alone is likely to have set Adidas back more than £5m, before Jude Bellingham, the Beetles and any ad agencies the firm worked with received a single pound. All of which, Gill Hind, director of TV at Enders Analysis, says, means a bumper payday for ITV. “Suffice to say that ITV has had a huge Euro 2024 revenue boost, up by about 25 per cent plus year on year,” she tells City A.M.
For specialists, the situation is very different from that experienced with Mediapro, which withdrew, leaving a lasting trauma in the French football. "Mediapro did not have the track record that DAZN has. In fact, its arrival is rather good news for French football because the LFP did not really have much choice. Creating its channel and starting from scratch was too risky!", judges François Godard. But the whole question is whether the streaming group will remain in the sports world for a long time. "The more countries it has, the more its value increases. I think Len Blavatnik's strategy is to reach a certain scale to sell it at some point: he can now go to Netflix or billionaires in the Middle East, to allow them to be directly a "big" player in the sector," believes François Godard. For the moment, however, no official information points in the direction of a sale. "Its shareholder is fully committed alongside DAZN for its long-term growth.

Netflix doesn’t think about its audience in terms of traditional demographics, instead it aligns them with ‘taste clusters’, which are formed by thousands of metadata tags on its programmes.

We have replicated Netflix’s approach to content analysis: layering its ‘mood tag’ and genre metadata with viewing data to identify what makes a Netflix hit.

Suspenseful, dark scripted dramas perform best globally, licensed high-volume sitcoms drive viewing in the UK, while unscripted TV has thus far underperformed.