Francois Godard was quoted in Les Echos on "Amazon becomes the main broadcaster of French football"
14 June 2021Francois said "Amazon had never acquired such large batches in other European countries."
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.
GB News: Small scale in a mass medium
11 June 2021A channel dedicated to personality-led opinion breaks from TV’s strong range of rolling news, bulletins and standalone debate programmes. Conceptually GB News is more like talk radio: audiences can dip in at any time of day to hear takes on stories.
A linear launch—especially one based on a new interpretation of Ofcom’s due impartiality rules—has generated headlines, but the stark commercial reality of sustaining TV news by itself remains.
Its own linear audience and paying member forecasts are optimistic for a service with limited prominence and a streamlined budget, though profitability may not be its only measure of success.
James Barford was quoted in The Telegraph on "Openreach under threat after French swoop on BT"
11 June 2021James said “An independently-owned Openreach is very focused on its own financials… It might slow things down.BT as a whole, has a massive interest in UK plc. It has a massive interest in the UK doing well. It sees full-fibre as part of that."
He added, “An Openreach owned by non-UK investors - that only has an interest in itself.”
Francois said as streaming services proliferate, "Content is king, but the interface is queen."
Francois said As part of their deal, HBO and Sky also co-produce shows together like “Chernobyl” and “Catherine the Great.” Even after the current agreement expires, they may want to continue that partnership.
Three lockdowns since March 2020 greatly reduced mobility in Greater London, an area with high reliance on public transport. Risk aversion even reduced mobility in cities like Seoul and Auckland that effectively contained the virus.
The concentration of air pollutants in the Greater London area dropped 50% below the 2019 baseline level in March 2020, remaining below baseline for much of the period since, despite increasing road vehicle traffic. The biggest rises in air quality occurred in wealthier boroughs like Richmond, a glaring inequality.
Another stark inequality of the pandemic is the much higher share of residents of wealthier boroughs than poorer ones able to stay at home, also saving more precious time by reduced trips to the workplace. These benefits are much less available to low-income, and disproportionately BAME, residents of London, often essential workers.
Joseph Evans was quoted in Campaign on "Facebook faces joint UK and European Commission competition probe"
7 June 2021Joseph said “Facebook Marketplace and Dating are not huge commercial products, they aren't strategically central to Facebook, and they operate in competitive markets.However, there's a sense at competition authorities that they dropped the ball on things like Facebook's acquisition of Instagram, because they underestimated how complex and fast changing online markets are. Even if these investigations don't come to anything, they reflect a new determination not to let any potential abuse go unexamined.”
James Barford was mentioned in the Financial Times on "How the UK fibre frenzy leaves BT playing defence"
4 June 2021There is doubtless an element of wishful thinking in some business plans, and a round of consolidation to come. James Barford at Enders Analysis argues that often they are based on the assumption that BT’s Openreach will not roll out in the same areas.
The last lockdown caused service revenues to dip again to -7% in spite of some easing of roaming pressure and the annualisation of some early pandemic weakness.
The heralded, elevated in-contract price rises will fail to drive higher growth this year due to lower inflation—we estimate zero impact at BT/EE relative to 2020 and a reduction in revenue momentum of around 0.5ppts for each of the other operators.
The annualisation of the first lockdown is the most meaningful upside from here with a boost of around 5-7ppts possible. However, some pandemic upsides will also unwind, notably lower churn and enhanced B2B demand with the latter vulnerable to the end of furlough support and the economy.