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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.
Karen Egan was quoted in CITY A.M on "Connecting? Vodafone confirms merger talks with Three UK"
4 October 2022Karen said “Getting approval from the CMA will not be easy. There are concerns about investment levels falling and prices going up if there is a merger. But we haven’t seen any evidence that supports concerns – taking out the duplication costs of a fourth operator actually lowers the cost-base of the industry and ultimately that helps to keep prices low."
She added that while the Vodafone-Three deal would create a “more credible” competitor for EE and O2, “the problem is that everybody knows that so the bigger players won’t cede it."
Welcome to the metaverse: A toolkit for the next 24 months
4 October 2022For the media and entertainment industry the dawn of the metaverse, and the word soup of acronyms that accompanies it, is the latest high-profile technology wave that threatens to simultaneously upend established distribution models and reinvent both the experience and relationship with the audience.
Many companies will feel they have been here before. The last 25 years have seen technologies move from linear to on-demand and physical to digital; and devices from fixed, heavy boxes, to always connected and mobile-first. Some companies never recovered from these changes.
The next 24 months is a particularly useful window to invest at small scale and with limited downside risk. With audiences small but influential, there is opportunity to start early, develop robust test cases and establish new community-building and storytelling formats.
Francois Godard was quoted in the Financial Times on "German football reopens its door to private equity"
3 October 2022Francois said “Bundesliga is an inward-looking league. They have not been looking for international opportunities in the way the Premier League and La Liga have done. Their clubs have been less active at building a global fan base than Manchester United or Real Madrid.”
Francois Godard was quoted in the Financial Times on "Europe’s biggest media group holds its breath for M&A approval"
3 October 2022"Rabe is much exposed, he must come up with something,” said François Godard, at Enders Analysis, who was sympathetic to the rationale for the deals. “This was his play — nobody else’s. This is a failure and you can’t describe it otherwise. You must come up with a plan B.”
FAST services: Potential in the UK?
29 September 2022FAST services that include digital linear channels (FAST channels) appear to be experiencing solid growth in the US. In the UK, this success has been used to highlight a potential mechanism to diversify away from broadcast linear and SVOD
However, the growth potential of these services on this side of the Atlantic contends with a very different video market than the US—the free output of the PSBs remains prolific and of high quality, while prominence legislation is likely to tougher
Furthermore, overall viewing of long-form video content is declining. Any new FAST services will be fighting for a declining amount of screen time with poor content slates and little name recognition—however, growing demand for US content is an advantage
Francois Godard was quoted in Les Echos on "Ted Sarandos, the man who must reinvent Netflix"
29 September 2022Francois said “Netflix has fallen back to earth after a period of euphoria. For them, it is very destabilizing. After enjoying an out-of-the-ordinary rating on Wall Street, it has become a normal business again. In terms of content, their big problem is that their catalog remains much weaker than those of Warner and Disney. They don't have superheroes."
Julian Aquilina was quoted in The Guardian on "Sky signals end of satellite dishes on homes amid move to streaming"
28 September 2022Julian said “This sets Sky on the path of progressively transitioning its subscribers from satellite to [internet] delivery, eventually retiring satellite and saving the associated fixed costs." He suggested this could reduce Sky’s costs by £100m a year and make it easier to appeal to younger customers.
Douglas McCabe was quoted in The Telegraph on "Plans to merge Mailonline and Daily Mail spark fears of job cuts"
28 September 2022Douglas said “The Mail is unique: it has the most successful print newspaper, and a hugely successful online service, yet the two circles in the venn diagram are surprisingly apart. Pushing them together is a huge organisational and cultural challenge, but necessary from an economic perspective alone. If the Mail has the biggest challenge of all the publishers, it also has one of the media industry’s biggest opportunities.”