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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

“This is more than putting the mouse on the treadmill,” Gareth Sutcliffe, of Enders Analysis, amedia research group, said. “It can’t just be window dressing, it needs to be really material and impactful change.”

It is unlikely to be easy for Iger. “This is a CEO who likes to be liked,” Sutcliffe said. “When you’re under a significant amount of pressure, it’s going to be difficult to maintain that level of popularity.”

DAZN has published its 2021 results, with losses extending to $1.4 billion, a situation that will likely have ameliorated in 2022, as the company looks to breakeven in 2023.

With the Champions League rights renewed in Germany, and crucial distribution deals secured in Italy and Spain, DAZN has a firmer foothold in its three major European markets.

Price increases in major markets and ancillary revenue streams will help stem losses, but achieving break-even by 2023 is still a challenge.

 

 

The amended Online Safety Bill contains sensibly scaled back provisions for “legal but harmful” content for adults, retaining the objectives of removing harms to children and giving users more choice. However, this comes at the expense of enhanced transparency from platforms.

News publishers have won further protections: their content will have a temporary ‘must-carry’ requirement pending review when flagged under the Bill’s content rules. Ofcom must keep track of how regulation affects the distribution of news.

The Bill could be further strengthened: private communications should be protected. Regulators will need to keep up with children’s changing habits, as they are spending more time on live, interactive social gaming.

Three-year-old Apple TV+ is part of a broader pivot to subscription, which seeks to leverage the billion iPhone users.

Little impacted by the tech crash, Apple is increasing content spending as most of its rivals cut it.

Apple’s scripted content pitches quality over quantity, stardom over creativity. But the consumer reception has been cool.

“They will hang together, those four kids,” says Claire Enders, a media analyst who has tracked the Murdoch empire for decades. “They don’t need the money.”

She expects the future of weak legacy assets, including the newspapers in the UK and Australia, will be the real question for the next generation. “Everyone understands how Rupert feels, but no one else is going to pay for that,” she says.

“Digital advertising is more valuable in the US,” explained Abi Watson, a media analyst at Enders Analysis. “The US is much richer.” Additionally, because the dollar has grown against the pound in recent years, American revenues have become more valuable to UK companies.

“Part of it is a numbers thing,” Watson added. “There are not going to be enough people that you are going to reach in the UK to offset the decline in newsstand sales, even if your business has subscriptions. [US expansion is] a necessity.”

 

Claire Enders, a media analyst who liaises with the government on broadcasting policy, argued that Channel 4 would reinvest profits made from selling shows into new content. “In a way, it would be more beneficial for Channel 4 to retain and reinvest rights than automatically give them away to producers who don’t all require that kind of assistance,” she added.

The post-pandemic recovery has lifted vacancies to a high of 1.27 million, at critical levels in hospitality and health—sectors impacted by the exodus of EU workers. We expect recruitment advertising for private sector roles to have risen 13% in 2022 to £746 million (noting base effects from lockdown in H1 2021), and will decline c.4% in 2023.

LinkedIn dominates recruitment advertising directed at professionals, leveraging its free global networking service. Indeed anchors the other end of the skills spectrum, which is low value and high volume, aggregating openings to create a scale proposition for jobseekers, using technology to target and match them with employers.

Specialists are surviving Indeed’s technology-driven business model by relying on human expertise and ancillary HR services to differentiate. Agencies continue to specialise in supplying workers to large employers for temporary positions. News publishers have retained a small but dwindling slice of recruitment advertising.