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“It’s always going to be a challenge replicating TikTok’s Chinese e-commerce business, which is worth hundreds of billions a year, but this is a company with a very tight focus, knowledge of how to make the tech work, and a willingness to sink billions to get there,” said Jamie MacEwan, senior research analyst at Enders Analysis.
“It is a uniquely terrible idea,” said Joseph Teasdale, head of tech at Enders Analysis.
“The reason anyone is on Twitter is because of the other people who are there. Doing something that would cause huge volumes of people to leave, like charging users, will undermine the fundamental value of the platform.
“Twitter’s problem historically was the amount of friction involved in onboarding new users – charging will supercharge, not solve, that problem.”
The new platform will offer a common program guide. “Freely wants to give channels back, on connected televisions, the pre-eminence they had on DTT,” summarises Gill Hind, director of television at Enders Analysis.
Warner Bros. Discovery is grappling with declining legacy cable revenues and its $48 billion debt burden. DTC losses have attenuated but de-leveraging will be trickier post-2023 as many of the easier cost-savings have been achieved.
The US launch of its DTC offering, Max, attempts to dovetail IP from across Warner Bros., alongside Discovery's food, lifestyle and documentary programming, and soon, CNN. Adding sports may prove more challenging.
In Europe, WBD’s rational strategy would be to maintain a mixed distribution strategy, agreeing exclusive deals for its DTC platform with incumbent aggregators such as Sky.
"We are in an experience economy where people crave going out and participating in social events," Alice Enders, a music industry analyst at Enders Analysis and a former senior economist at the World Trade Organization told CNN. "It's no surprise that people are flocking to this Eras Tour experience in what is increasingly an otherwise digital environment we live in."
The US and UK have highly dissimilar approaches to regulating political advertising during elections, with far less spent in the UK (46p per registered voter compared to $51 in the US per year), although spending on online political advertising is rising fast in both.
The UK caps electoral spending and bans political advertising on broadcast channels, newspapers are partisan and regulation of online is very light touch.
With the UK’s next general election on the horizon, it’s vital to level the playing field between the broadcast and online channels, to prevent false and misleading statements by parties, candidates or their supporters from swaying voter intentions, to the detriment of the quality of democracy in the UK.
The current deal is worth €662 million a year for the domestic rights, according to Francois Godard, a media analyst at Enders Analysis.
“I see no reason why the total league intake for domestic rights would rise,” he said
Joseph Teasdale, tech analyst at Enders, said: “The big question is who captures the economic benefits of the AI goldrush — is it companies like Arm who design chip architecture, companies like Nvidia who make the GPUs [graphics processing units] that AI data centres run on, or companies like Google and Microsoft who make AI usable for businesses?”
Ligue 1 wants to break with its recent history of failed tenders, declining revenues and soured relations with incumbent Canal+.
This year’s would-be bidders have no history of inflating rights costs. Thanks to its distribution deals with DAZN (likely to step in) and beIN, Canal+ may feel secure, while Amazon could let its coverage shrink to a selection of key matches.
The LFP is taking steps to offer a more enticing competition, in partnership with CVC: with fewer teams, a stronger brand and new investors.