"TikTok has burned a lot of trust by dragging its heels on promises made in 2020 and due to the string of revelations about its aggressive harvesting of user data," Jamie MacEwan, senior media analyst at Enders Analysis, told Insider.
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James Barford was quoted in The Telegraph on "Virgin Media O2 in talks over £3bn bid for Cityfibre"
20 March 2023James Barford, head of telecoms research at Enders Analysis, said Cityfibre’s scale made it attractive to VMO2 as any integration costs would be spread over a larger base.
But he warned any tie-up would face scrutiny from competition regulators due to “significant overlap” between the two companies’ networks.
Market revenue growth slowed to under 1% in Q4, driven by consumers economising in tough times through re-contracting and dropping add-ons.
Early 2023 is likely to be worse, with growth likely to turn negative again in Q1, again driven by ARPU with volumes more robust.
April price increases will give at least a temporary boost, but need to be managed very sensitively to avoid reputational damage and churn.
Francois Godard was quoted in The Hollywood Reporter on "Will Comcast Sell Off Parts of Sky?"
17 March 2023“I think Comcast overpaid for Sky and fantasized on very thin pan-European synergies and growth potential [but] selling a continental unit would not bring much cash in but it would send a signal to the stock market that they are serious about restructuring,” Enders Analysis analyst Francois Godard tells The Hollywood Reporter. Pointing to Sky Italia’s largely successful rollout of broadband services in Italy, Godard called the division “a solid asset. [So] why sell it at a discounted price?….I have seen no indication that Sky Italy would be up for sale. They are investing in telecoms, a long-term growth strategy consistent with the Comcast approach in the US and with Sky in the U.K.”
Sky’s Germany unit, which does not have a strong telecom or broadband component, looks more vulnerable.
Joseph Teasdale was quoted in The Media Leader on "How will GPT-4 impact the future of media?"
16 March 2023Like Parker, Joseph Teasdale, head of tech at Enders Analysis, is mostly sanguine about the prospects of GPT-4. “I’m optimistic that new AI tools will help make the process of workshopping ideas, drafting and editing smoother and more productive, letting creatives focus on what they do best: creating,” he says. But, there could still be detracting elements to the technology, adds Teasdale.
“If I have a worry, it’s for the marketing industries, where I don’t think the ability to produce unlimited copy will make us clearer communicators,” he says. “I can see a world where we’re all getting AI to produce longform prose out of bullet points, only for audiences to use that same AI to condense it back down to bullet points to make it readable. Hopefully the absurdity of that situation will force us to answer the question: do we need all this generic text?”
Alice Enders was quoted in The Hollywood Reporter on "How a TV Soccer Host Sparked the BBC’s Biggest Crisis in Years"
15 March 2023“Those guidelines were manifestly never reflected in the contract, nor probably those of the other many freelancers on BBC Sport,” says Alice Enders, director of research at Enders Analysis. Had the BBC fired him, she notes, the network would have been liable to pay out Lineker’s contract in full.
“What seems clear is that the BBC does not want [Lineker] to criticize sitting members of the government,” Enders says. “And the past five years have shown how nasty and vicious some of those politicians can be and how much they would like the BBC’s license fee to disappear in a puff of smoke so they can fully occupy the airwaves with their own opinionated shows.”
Claire Enders was quoted in The New York Times on "Spiraling Dispute With Star Host Puts BBC’s Reputation on the Line"
13 March 2023“All this has put the BBC’s independence at risk, and its reputation at risk,” said Claire Enders, a London-based media researcher and the founder of Enders Analysis. “That’s unfortunate because this is, at heart, a dispute over whether the BBC can impose its social media guidelines on a contractor.”
Some say that the matter is likely to pass soon. “It has been blown out of proportion,” says Claire Enders, founder and owner of Enders Analysis a media consulting firm, who notes the BBC has faced criticism about its presenters airing divisive views for years. Ms. Enders expects Mr. Lineker to be back presenting Match of the Day shortly.
Jamie MacEwan was quoted in The Telegraph on "Why TikTok must act if it wants to survive"
13 March 2023“If they don’t do the right things this could be existential for them,” says Jamie MacEwan, senior media analyst at Enders Analysis. “TikTok is a service you can ban without too much disruption in the real economy. It’s not like banning WhatsApp or an app with a lot of functionality. In the US, the biggest misgivings [over banning TikTok] are seen as losing the young vote and freedom of speech.”
He notes that while TikTok was successful in facing down a previous attempt to close it down led by Donald Trump, its current crisis “feels a bit more bi-partisan in the US” and is far more serious.