Homepage
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.
Openreach new fibre pricing: Getting aggressive
2 July 2021Openreach's new FTTP discount plan is focused purely on higher speed price discounts in return for accelerated adoption, with no further elements to disadvantage altnet new entrants.
The price discounts are, however, very aggressive and get more so over time, and allow Openreach CPs to undercut Virgin Media and retail altnets on gigabit pricing while still making strong margins.
The extra discounts do limit an upside for Openreach, but they should also stimulate FTTP take-up, promote market share gain from Virgin Media and altnets, and discourage further competitive build.
Jamie McGowan Stuart was quoted in The Telegraph on "After making its splash, GB News' audience sinks"
1 July 2021Jamie said "News programmes are subject to more stringent rules than other genres, making it harder to monetise."They therefore deliver fewer commercial impacts than would be expected for their share of commercial viewing."
He added "Revenues are further impacted because advertisers are, by and large, unlikely to request to advertise specifically around news programming, while others would actively avoid it."
Jamie McGowan Stuart was quoted in The Telegraph on "GB News battles to counter slide in viewers"
30 June 2021Jamie said “It is becoming clear that fewer and fewer are experimenting with the channel, but it is finding a core audience. There was always going to be a launch pop and then a decline."
Karen said “You would never on a commercial basis have decided not to charge consumers for something that costs you money to provide. It was a political initiative to provide cohesion in the EU. But we’re now not in the EU.”
She added “It made no economic sense whatsoever to provide roaming in the EU for free."
Tom Harrington was quoted in The Economist on "Britain proposes—again—to privatise Channel 4"
25 June 2021Tom said “Reinforcement of the remit reduces the attraction to a buyer, while dilution of the remit decreases the benefits that flow from Channel 4."
Karen Egan was quoted in the Financial Times on "EE to bring back mobile roaming charges in Europe"
25 June 2021Karen said said EE’s move had been “somewhat inevitable” given UK operators had faced a “significant” financial impact from free EU roaming.
“Free mobile roaming in the EU for all mobile customers is not commercially logical." She added that since the bloc’s “regulatory intervention disappeared with Brexit, operators . . . have been somewhat reluctant to be the operator who takes that first step given the potential negative press involved.”