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.
As we expected, UK mobile operators are beginning to introduce EU roaming tariffs, with EE taking the first major leap in the hope that others will follow.
This move is somewhat inevitable as current arrangements leave operators exposed to up to €75 of monthly wholesale charges.
We don't envisage a return to the days of super-normal returns from roaming, but it is nonetheless conducive to much-needed price inflation in the sector.
Claire Enders was mentioned in Bloomberg on "U.K. Weighs Selling Channel 4 Amid Streaming Rules Shakeup"
24 June 2021The broadcaster could fetch more than 1 billion pounds ($1.4 billion) if the government removed some of its public service obligations and provided more clarity about what regulation would look like in the coming years, according to Claire Enders.
Alice Enders was quoted in The Telegraph on "Ofcom’s bid to regulate Netflix is so deluded, it’s almost quaint"
24 June 2021Alice said “Regulation is there to solve the problem of the market not functioning. In this country it has not been used for the government to regulate the content of drama.”
Tom Harrington was quoted in The Guardian on "Ministers will push to privatise Channel 4 in TV shake-up"
23 June 2021Tom called the proposal to privatise Channel 4 “potentially spiteful”, a move that ignored the role the broadcaster played in British public service broadcasting of nurturing new talent. “It is akin to altering an organ, with very little understanding what effect it will have on the rest of the body.”
Channel 4: Privatisation, here we go again
22 June 2021Early 2020 presented a nightmarish outlook for advertising revenues, but very strong late returns meant that total Channel 4 revenues were down just 5% YoY. Slashing content investment by £138 million, with production shut down and programmes deferred, resulted in an operating surplus of £71 million
Viewing share grew slightly in a weakened broadcasting environment, and given the fertile conditions, All 4 had a bumper year. COVID-19 may have even aided Channel 4’s existential transition to digital, but streaming services have outperformed
Despite fulfilment of its remit in a tough and unpredictable time, once again, privatisation is back on the agenda. We believe that it will be difficult to maintain the remit with a new buyer paying any more than a meagre sum, and even if that happens, a profit-oriented buyer will have incentive to game the obligations