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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

Gill said "Advanced booking deadlines may seem anachronistic given the flexibility when planning and booking digital campaigns. But the comparison is unfair: digital players offer fixed audiences with no set time or day requirements, nor for specific programmes, nor quality metrics, such as position-in-break. As TV deals are struck against so many parameters, sales houses need sufficient time to schedule and traffic all campaigns to best optimise the airtime for everyone."

She added "Reducing the deadline to four weeks last year was welcomed, and shouldn’t be reversed, but shortening it further will require significant tech investment and may be problematic."

Tom said “An actor is intellectual property. When you sign up Adam Sandler for multiple films, you know what you are buying. When that property comes in, viewers know what they are going to get. But if you can only make films for Netflix, creatively it can be quite restrictive."

He added “There may be only one person there who decides what you are making. Previously, you would find that Netflix might not want to take a film, but you could sell it to Amazon or the BBC instead.”

Netflix has moved into the third stage of its COVID narrative, with growth back and residual benefits from lockdown banked

Squid Game proves that the Netflix UI can set the zeitgeist but with that power comes sobering responsibilities, such as increased regulatory obligations and an understanding that internal issues have the potential to become very public problems

With subscriber growth no longer the most effective story to emphasise in maturing markets, it appears that a shift in narrative from subscriber adds to engagement has begun

Our UK-wide analysis of Google data on travel to work and to other destinations, at the granular level of Local Authority Areas, reveals the early return to pre-pandemic levels of mobility in smaller urban and rural areas, driving the UK’s economic recovery to date, while travel within cities remains depressed 18 months into the pandemic

On weekdays, work-from-home (WFH) for office workers is a core driver of reduced mobility in London and other cities reliant on public transport, recovering on weekends, but mainly to local destinations. Outside cities, the car is used for transportation, explaining the faster recovery of mobility there

Disposable income inequalities have widened between office workers that saved due to WFH and essential workers and those in B2C activities in cities have not had the privilege of WFH. The quicker return to offices in smaller urban and rural areas has restored pre-pandemic expenditure patterns

Francois said "So far I am on the wait and see side," he says. "I have not been impressed by Business Insider. I don’t understand where they want to take them - populist or investigative? Can they do better at international expansion than following the failed model of Huffington Post? Certainly Politico will give them insights on what they could do with Insider, if the brand has not been too much  already."

Claire said “Privatisation gives C4 access to an altogether different kind of future – one of much greater ambition,” she said. “It is an opportunity for C4 to become a completely different kind of business - to greatly reduce its dependency on advertising, to be able to develop much more significant partnerships in the world, to have access to globally-relevant technology and partnerships…and secure access to global capital markets.”

She added “There is an opportunity for C4 to pass from the relatively troublesome stewardship of the government into a situation where it’s going to be able to regain its full editorial independence, which has greatly diminished."

 

Francois said “It sounds healthy to me because if you award the contract competitively you have a better chance of getting value for money. I think the prospects are very bullish. It’s the best football competition in the world. The European public doesn’t seem about to change its faith. So if I were a private investor I would think it’s a very good asset.”

He added “Is it going to double in value in the next 10 years? No. Because this competition is very dependent on the competitiveness of broadcasting markets,” Godard added. 

“In the past 10 years it went up but one specific thing stimulated the market, the entrance of BT. And that had an impact on the rest of the continent. We have no sign that this is about to be repeated.”