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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

Claire Enders and Douglas McCabe were quoted in the Financial Times on "Piers Morgan’s change of programme hits Rupert Murdoch’s TV dream"

12 February 2024

“TalkTV should be an embarrassment as it makes roughly the same losses as Sky News but without the same exceptional reach, awards or impact,” said Claire Enders, media analyst. 

Morgan’s show still generally has the smallest audience in its time slot of the four other main news channels in the UK — which also comprise Sky News, BBC News and GB News — according to Douglas McCabe at Enders Analysis.

“The problem from a business perspective is Piers’s show has had no ‘halo effect’ on the channel. For the rest of the schedule, on average Talk TV is a long way behind the other news channels.”

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Enders Analysis was mentioned in The Telegraph on "What a Middle Eastern owner does for a newspaper"

12 February 2024

A recent report by Enders Analysis, a subscription research service specialising in media, indicated that the Independent/Saudi deal could give Sheikh Mansour a way out of the impasse in which he now finds himself.

With the regulators still investigating and amid vociferous protests against the sale, Enders warns that the “saga of the ownership of The Telegraph … could roll on and on through 2025”. One option, it suggests, is for RedBird IMI, the investment vehicle set up by Sheikh Mansour and its chief executive Jeff Zucker, to “broaden the investor base and thus address the threat of editorial interference more directly”.

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Douglas McCabe was quoted in The Times on "Condé Nast leaves its Mayfair home — but there are bigger upheavals behind the scenes"

12 February 2024

Condé Nast’s stable of print magazines still exists — albeit without the strong national editions — “and that’s an achievement in itself when so many other print titles have folded,” said Douglas McCabe of Enders Analysis. InStyle and Marie Claire no longer have print editions and the once-mighty Sports Illustrated is on the brink of collapse.

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Tom Harrington was quoted in The Guardian on "Piers Morgan to leave TalkTV show to focus on YouTube"

9 February 2024

Tom Harrington, head of television for Enders Analysis, the media research company, told the Times: “There is such a disparity between the figures that he generates online and what he gets on TalkTV.

“It is just out of kilter with his profile, the high production values and all the money spent promoting the show."

“Most of the exposure to his interviews is from the two-minute clips, which work much better than burying him down the TV guide with a hundred channels above it which make it difficult to find.”

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Disney Q1 2024: Glossy announcements as Disney+ churns

9 February 2024

Disney's bottom line results were flattered by a year-long cost cutting drive: the decline in linear entertainment revenue is accelerating and direct-to-consumer subscriber growth has temporarily stalled.

A new sports JV with Warner Bros. Discovery and Fox, along with other announcements are designed to grab attention in midst of turbulent shareholder rebellion.  Disney also—at last—unveiled a new games initiative with a $1.5 billion equity stake in Epic Games and a major immersive universe to attract younger audiences.

Disney's approach to the licensing of content to third parties is nuanced and so will be its effect on the perception of Disney+'s exclusivity.

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A strengthening force: MVNOs in UK mobile

8 February 2024

There are various reasons why the mobile virtual network operators (MVNOs) have been adding many more subscribers than the mobile network owners over the past couple of years, including the cost-of-living crisis, and the expansion in their addressable market from the shift to online.

MVNOs' bargaining power to secure favourable rates has also improved sharply, with Lyca Mobile's move to the EE network indicative of their strengthened hand.

While some factors in their favour may wane over time, the prospective Vodafone/Three merger would be a marked positive, with the imperative on the operators to fill at least 25-50% additional capacity.

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Is big tech too exposed to China?

7 February 2024

Meta's China risk is overstated: the spend from Chinese advertisers is diverse and resilient to everything short of a full-blown trade war. 

Apple (and Tesla) are in the more precarious position of selling directly in-market, and face sharpening domestic competition.

Amazon's exit from selling in China still leaves it exposed: its marketplace strategy is built on Chinese sellers, whose potential routes to market are proliferating with local platforms going global.  

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TV’s IP future: Top European broadcaster RTL pivots to subscription

7 February 2024

Germany’s RTL+ streaming platform has been revamped into an 'all-in-one' bundle of content including premium sports, music and audiobooks.

RTL wants to leverage its FTA reach to build an online subscription base large enough to influence the future shape of German TV.

To sustain subscriber growth we argue that RTL will need to release defining content and explore partnerships beyond its current deals with telcos.

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