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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

 

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Enders Analysis was cited in The Hollywood Reporter on ITV CEO “Actively Engaged” In Sale Talks for Media Assets to Sky

5 June 2026

Carolyn McCall spoke at an Enders industry conference in London on Thursday.

Asked about this potential shedding of the M&E arm at the Enders TMT Leaders Live conference in the British capital, McCall offered: “Shedding is a bad word,” signaling that she would use a different phrase for the strategy behind the possible deal. But she also highlighted that she couldn’t discuss the possible merger as the talks are ongoing.

Earlier in the conference day, Comcast’s European TV and telecom powerhouse Sky was in the spotlight, with group CEO Dana Strong taking the Enders stage. She was not asked about the potential acquisition of a part of ITV.

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Enders Analysis was cited in Deadline on Paramount’s New President Of International On How David Ellison Sold Him The Dream As The Industry Moved On From “Frightened Paralysis”

5 June 2026

Kevin MacLellan told the Enders TMT Leaders Live Conference that his hire at the new Paramount-Skydance, which will soon incorporate Warner Bros. Discovery (WBD), came at a time when the “frightened paralysis” of the film and TV industry was coming to an end.

MacLellan is an international TV and film vet who worked for a decade at NBCUniversal. He was speaking at the Enders conference after international chiefs from Netflix, WBD and Disney.

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Content piracy: Welcome to the home invasion

3 June 2026

Content piracy has transformed over the last twelve months into a hyper-scale cyber threat making the risk to even the one-time consumer of pirated video real and increasing. By hijacking devices throughout the home using buried malware known as residential proxies, criminal and other threat actors use pirate content services largely as a key to unlock home networks for their illicit activities.

Over 50% of piracy apps and streaming devices are estimated to contain ResProxy malware, with recent samples tracking even higher.

ResProxy is effectively a runaway cyberweapon as threat actors compete to exploit a newly revealed “democratisation” capability to take over herds of devices. Consumers face grim prospects. Cyber disasters at scale, previously only imagined in Hollywood movies, could be next.

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Claire Holubowskyj was quoted in Digiday on "Tariffs forced Temu to slash its U.S. ad spend on nearly every platform"

3 June 2026

“Temu’s strategy is transitioning to focus more on efficiency and user retention through platforms that offer a balance of targeting and price performance,” said Claire Holubowskyj, senior research analyst at Enders Analysis. “Realigning their advertising strategy towards incremental sales reflects their growing platform maturity and the lower impact of tariff price barriers on consumers already bought into the broader platform experience.”

 

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Broadcasters on video-sharing and social platforms: Adapt, don’t assimilate

1 June 2026

Broadcasters accept the need to ‘meet audiences where they are’ on video-sharing and social/entertainment platforms. In practice this means full episodes where they think viewing is likely incremental, as well as multi-format ‘fandom-building’ content strategies arranged around core IP.

Thriving on platforms requires playing by platform rules. There are sophisticated strategies emerging that straddle marketing and the monetisable distribution of new formats. 

For most, this activity remains fundamentally secondary and supplemental to core offerings. There are concerns around the ability to fund the kind of premium content broadcasters and traditional studios produce via digital platforms, without entirely reconfiguring what it is they do.

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BT: The dividend waiting game

28 May 2026

BT hit its FY26 guidance with a particularly strong Q4 financial performance, which was buoyed by a number of one-offs.

Operating metrics were far from spectacular, but the company is outperforming its peers in tough markets, and Openreach’s line losses are on a clear (if potentially bumpy) downwards trend as altnet growth wanes.

Improving cashflows will still take some years to translate into rapid growth in shareholder returns given a conservative dividend policy, but the path is looking increasingly secure.

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Enders Analysis was mentioned in Digiday on "In Graphic Detail: Why OpenAI’s ad business is still a work in progress"

27 May 2026

It was reported in April that OpenAI projects it’ll achieve $2 billion in advertising by the end of 2026, rising to $102 billion by 2030. And Enders Analysis has charted how it expects that to grow. Within the next two years, Enders projects that OpenAI will record about $25 billion in ChatGPT consumer ads — a 1150% increase from where it is now. That figure is expected to more than double in 2029 to $53 billion and again to $102 billion by 2030. The scale of those forecasts sits in sharp contrast to the early-stage constraints still visible in the pilot today — and to current engagement trends.

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