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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.

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Rigorous Fearless Independent

This report is free to access.

Female-led and equally-led employers numbered 550,000 in the UK in 2019, a 40% share of 1.4 million businesses. These are often sub-scale businesses requiring financial and digital skills to scale up.

Female-led businesses cluster in education, health, food and accommodation, the latter being highly exposed to the pandemic. The more protected and dynamic ICT sector has low female engagement, which higher levels of study of STEM subjects will remedy.

Consumers are embracing digital to live and work through the pandemic. Enterprises that are digital and digitally-enabled will survive and flourish, supported by initiatives from Google, Facebook and others.

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In this report, we examine the completion rates of every scripted series since 2018 across all the major UK broadcast channels.

Comparing scripted programmes across different channels by overall viewing is difficult as these numbers are affected by promotion, prominence, competition, the quality of online player UIs and availability.

The rate that series are completed—viewing of the final episode as a proportion of the first episode—eliminates these and allows comparison.

Netflix’s usage and churn are “back to what they were a year ago”, while subscriber growth was down (+2.2 million globally) as the two levers—reduction in churn and the "pull-forward" effect of the pandemic—for its recent explosive growth softened

Although there will be some lag, content production is back to a near steady state. Since the shutdown eased Netflix has completed principal photography on 50+ productions and the company is optimistic that it will complete shooting on over 150 other productions by year end

The pandemic has handed Netflix residual benefits, including an acceleration of the changes in viewing behaviour and an improved position in terms of cash: it stated that its “need for external financing is diminishing [so] we don’t have plans to access the capital markets this year”

Douglas said a nuanced balance of “locally-agile contributions, donations and community network” solutions would help JPI’s titles succeed going forward.

He added “JPI revenue declines are broadly in line with industry, at about 28% over two years on a like-for-like basis.”

“It is also clear that the lead titles — the Yorkshire Post and the Scotsman for example — are critical for the value of the estate as a whole. More so as margins, which fell rapidly coming into 2020 (partly as a result of the i sale), will have come under even more pressure since.”

Gill said “If you’re considering them as a news channel as in BBC News or Sky News, which are very much rolling news, completely impartial, etc, then, I would suggest there probably isn’t room for four stations."

“These two new channels seem much more in the mold of Fox News, so opinion rather than ‘proper’ news, and very much look like they’re going to be personality led. The BBC, Sky, ITV and Channel 4 make sure they’re impartial throughout every programme, whereas here what you’re going to see is biases one way during programmes that are then balanced out by another programme later on in the day.”