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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

"Certainly the fault is with Telecom Italia,” says François, who thinks that the streaming snags are solvable in the long run.



“It’s just that [at present] it doesn’t look good, commercial wise marketing wise,” Godard adds, noting that “when you have technology problems, people don’t rush to buy your product.”

As well as presenting quality entertainment, it’s in the BBC’s remit to expose its audience to a broad range of content. “If personalisation or recommendations are making people's access to any content difficult,” says Tom Harrington ”and therefore [limiting their exposure to] new ideas, programmes that are socially important ... the BBC is failing at one of its core jobs.”

Netflix’s decision to launch games as part of the subscription bundle is smart business: rewarding current subscribers, leveraging its IP, and signalling that subscription is the best long-term revenue model in the games space. 

Expect technological innovation to be central to Netflix’s ambitions with games. Netflix will make it easier for different game experiences to occur, and ways to attract external developers will inevitably follow. 

For Disney, Netflix just made the battle for customers more difficult and more expensive.  Disney will need to make hard decisions about how to approach the games business—something it has shown before it finds difficult to do. 

The pandemic accelerated the print revenue decline of consumer magazines in the UK, plunging 12% in 2020; less than half of 2020 industry revenues are due to print. Larger publishers and established titles (e.g. The Economist) will survive the UK’s journey through the pandemic whilst ecommerce, a growing revenue stream for publishers, booms under work-from-home

Publishers now distribute content across multiple channels and reader touchpoints, blurring the lines of what a magazine is today. A focus on the reader economy has finally emerged, enhancing other revenue streams for brands in the right verticals. Execution relies on investment in the tech stack

Future is the UK star, led by its ecommerce revenues from surfacing products and services to readers. This prime position has allowed it to build further scale and consolidate titles from TI Media and Dennis. Despite Future’s successes, there is no single industry playbook as heterogenous titles and portfolios forge their diversified, digital paths

Claire said a deal baked into an inflationary rise of 2.5pc a year “would be a very good day for the BBC, Richard Sharp and Tim Davie”, adding that it would be a £25bn deal.

She added “I think we are in some kind of suspense. And the simultaneous disappearance of Dowden and media minister John Whittingdale is not a good day for the BBC. Those two were very heavily involved in that negotiation."