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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

Douglas said “There’s no doubt that the model is getting harder. I think the next year is going to be very difficult, as it will be for print advertising of all kinds. Undoubtedly some of these brands will retreat from print.”

He added “There’s a reason why these businesses continue to print: they see it as a unique proposition for advertisers and readers. Once you become an online-only business your proposition [isn’t] the same.”



McCabe, in a warning to other newspapers, said that the demise of the freesheets, although unlikely, would have an impact on the health of the broader print industry. “If there is a worst-case scenario that freesheets disappeared, it would be unhelpful for paid-for newspapers”, he said. “The news industry is an advertising category; softness in the free sheets makes the industry as a whole less appealing.”

Ultimately, it could be a matter of viewing the football club as an intellectual property asset more akin to Gucci, Louis Vuitton or Star Wars, said François Godard, who covers media for research group Enders Analysis.

“If you start looking at football clubs how you look at fashion brands and Hollywood franchises, then you’re on to something. From that point of view, there’s potential. You’d think Man United could be much bigger eventually.”

BT Consumer’s move to the EE brand is a gradual one, with an EE re-launch due next year set to accelerate this, although the BT and Plusnet brands will not be withdrawn in a hurry.

The company is hoping that the new converged EE will drive new revenue streams, a challenging task, but one that it is approaching with realism, and building on previous success.

BT confirmed that the inflation-plus price rise will be applied next year, along with a hope-to-be-sustained increase in front book pricing too. The cost-of-living crisis is putting pressure on ARPU, with FTTP likely to only partially compensate.

By firing Bob Chapek, the board responded decisively to a stream of negative press coverage and unexpected weak results.

Iger's priority should be unwinding Chapek’s revenue and distribution structure that separated creatives from investment control.

What will be the next transformational deal for Iger-led Disney? Strategic gaps include a youth audience pivoted towards social media and games

Market revenue growth of 2% in Q3 was slightly lower than the previous quarter, but remained firmly positive at least.

The dual impacts of slowing broadband volume growth and consumer price sensitivity will likely hit volumes and ARPU even harder over the tough winter to come.

Inflation-linked price increases will give some operators a boost next year, but their very high levels (c.15%) will be hard to manage during a cost-of-living squeeze.

“We note that major advertisers’ interest in using the World Cup to promote their brands seems muted compared to previous tournaments,” Enders Analysis analysts Tom Harrington and Gill Hind wrote in a recent report. Asked about the topic by The Hollywood Reporter, Harrington said the “cost of negative association” for brands being linked with Qatar may be why many advertisers appear to be sitting this one out. 

Tom added that because ads are most expensive in Europe in the lead-up to Christmas, “aligning your product with this World Cup might not just be a risk to your brand, but one that costs a lot [as well].”

Alice said “It’s not about Rupert being back in charge, it’s about Lachlan taking over and pursuing the same traditional classic conservative agenda.”

She said that it would be hard for Fox News to find a way to let go of Trump without risking some of the hundreds of millions of dollars of advertising that flows to the network.

“Fox is the jewel in the crown. The influence that the Murdochs want to exercise is through Fox News. What’s super interesting is they want to maintain their currency as the go-to news channel for conservative voters – and they have to do that in a way that balances the Trumpistas against everyone.”

Jamie said the site has a long way to go before corporate users will look twice at it.

“Mastodon has all the disadvantages of decentralisation. It's unintuitive, it's got patchy moderation to put it kindly, and your home server could be switched off at any point,” he says. “It's a nightmare for the average user.”

He added “So long as Twitter is functioning, Mastodon will be there as a niche fallback option. Twitter would have to implode for that to change.”