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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.

 

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Claire Enders was quoted in the Financial Times on the decline in linear broadcast audiences

3 August 2023

Claire pointed to the growth in popularity of video platform YouTube and social network TikTok among younger audiences, with less interest across age groups in news in particular compared with during the pandemic.



She noted it was also significant to see a “massive long-term drop in shows” that regularly attracted several million viewers. Analysts at Enders expect viewing of linear broadcasting to shrink from two-thirds to less than half of total video viewing by 2028 as streaming services such as Netflix advance.

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Electronic Arts: Hoping to be Disney's new partner for ESPN?

3 August 2023

Electronic Arts’ earnings for Q1 2024 delivered strong annual growth across its licensed franchises but also a worrying lag in mobile game revenue due to mobile sector challenges.

EA’s global dominance of sports-based games, and its 700m users, make it a strong candidate to be a ‘strategic partner’ with Disney for ESPN’s reboot as a direct-to-consumer service.

The launch of EA Sports FC24 next month finally sheds FIFA from EA’s largest franchise and promises a dynamic approach to managing football partnerships, but no word on increased margins.

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Signs of local life: A new phase for local media

2 August 2023

Traditional local media are seen by an impressive 40 million people a month, a popularity we normally associate with tech platforms, albeit consumer spend, time spent and advertising yield are low, but growing

Encouraging market innovations are sending a strong signal and building industry confidence. New foundations for consumer relevance and growth are being meticulously crafted

A sustainable future will require publisher collaboration and a support framework from government, technology gatekeepers, investors and the public itself to accelerate momentum—with a prize not just for financial stakeholders but for citizens and the functioning of democracy

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BT: Strong in tough times

1 August 2023

BT got its financial year off to a strong start in Q1, with Group revenue and EBITDA growth of 4%/5% both well on track to hit guidance of merely 'growth'.

Price rises across broadband, mobile and Openreach all landed well, driving strong ARPU growth of 5%/9%/10% respectively, but subscriber growth was likely weak, mainly reflecting a tough environment.

Growth is set to wane across the year as consumer price rise boosts start to re-contract out, leaving Openreach as the main growth driver for as long as the economic environment remains challenging.

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ITV H1 2023 results: Digital grows from linear

1 August 2023

ITV’s external revenues saw only a small decline in H1 (-2%), a product of the Studios business’ solid growth (+8%, £1.0 billion) offsetting a very tough period for television advertising, which saw an 11% YoY decline.

Despite the appearance of a contracting market, ITV remains very confident in the continued organic growth of Studios, while the ad market looks to be improving although the full year will be down.

ITVX is growing both in total viewing and the length of viewing session, an outcome of improving the experience and content offering. However, broadcast viewing of ITVX exclusives is lower than might be expected, indicating that cannibalised linear viewing is more of a driver of ITVX growth than ITV seems to suggest.

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Joseph Teasdale was quoted in City A.M on "The 90s called: Flip phones forecast to be worth near $50bn by 2027 as analysts watch for an Apple model"

1 August 2023

“The rationale for foldable phones is clear,” agreed Joseph Teasdale, head of tech at Enders Analysis. “Who wouldn’t want an iPad-quality screen in an iPhone-sized package?”

However, foldable devices currently come with compromises.

“They’re expensive, the screens crease, the hinge is a point of failure, and they have to incorporate multiple displays rather than concentrating on making one display as good as possible at the price,” Teasdale told City A.M..

He estimated it may take around two more years to develop a foldable that doesn’t feel like an expensive prototype.

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James Barford was quoted in the Financial Times on "Allison Kirkby, the Glaswegian telecoms turnaround expert taking over BT"

1 August 2023

Kirkby beat Marc Allera, the head of BT’s consumer division, who was tipped as the leading internal candidate, to the top job. But despite being drafted in from Sweden’s Telia, which she has run for the past four years, Kirkby is “very much a continuity candidate”, according to James Barford, an analyst at Enders Analysis.

Kirkby’s job is “all about execution”, said Barford. The 56-year-old Scot is well acquainted with the sector and the need for big changes to combat its multiple challenges.

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