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.
Epic v Apple: A must-watch moment for tech antitrust
27 July 2021Epic Games, maker of mega-hit Fortnite, sued Apple over alleged antitrust violations around App Store rules and Apple’s 30% tax on in-app transactions. A decision could come soon, though it will be contested on appeal.
The implications of the case could be far-reaching, as Apple and other tech companies like Google design their platforms to extract high-margin revenue from the transactions they facilitate, including news subscriptions: a five-year basic in-app subscription to The Times costs £885, of which Apple takes £158.
It comes in the context of a flurry of debate and decisions around tech antitrust and consumer protection: new laws may ultimately be needed, but regulators in the US and UK are proving they can be creative with their existing tools.
Tom Harrington was quoted in The Telegraph on "BBC toppled from TV podium as Olympics coverage stumbles"
27 July 2021Tom said "The BBC shares the TV rights to the Six Nations rugby with ITV and co-produces dramas with the American streaming services - that is what it has to do now."
He added "The BBC is not getting any more money, but the cost [of acquiring rights and making programmes] is getting more expensive. It can only deliver less when the income from the [157.50] annual licence fee is the same."
Francois Godard was quoted in Les Echos on "Netflix anticipates limited growth in subscribers"
22 July 2021Francois said “Nothing catastrophic, but it's a return to reality. It is obvious that growth was going to slow down after last year's boom. Demand is not infinitely expandable: in the United States, Netflix is already very present while in Europe, the potential is lower. The whole question is whether they can still invest so heavily in content in the future, given this slower growth."
He added "Netflix seems to have reached the saturation of its market in the United States", adds Eric Haggstrom, analyst at eMarketer, quoted by AFP, noting that "Netflix has lost significant market share against Disney."
Gill Hind was quoted in The Hollywood Reporter on "Chaos Reigns on U.K. Film and TV Sets as COVID-19 Cases Soar"
21 July 2021Gill said “If they don’t stick to [the guidelines], they might lose the compensation they get when production is delayed, and they are sort of incentivized to stick to those. If you are not actually sticking to the guidelines, you probably lose that compensation.”
She added “So people are going to be able to come back to work pretty quickly. And if you are immediately off, then your colleagues don’t get infected with it. So I think the industry has done pretty well.”
Television viewing: Most is still watched live
20 July 2021Viewing habits are changing but live is still central to the TV experience
Television’s biggest shows are amongst the most timeshifted, and therefore have an outsized impact on the decline of live viewing debate
Viewing—not just of news and sport—is still overwhelmingly live, despite differences across genres and broadcasters
Sales of used and new cars fell 18% in 2020, impacted by the pandemic’s closure of forecourts, and bottlenecks in the supply chain. Consumer demand for private over public transport has strengthened, however, pointing to a recovery of car sales in 202.
Market leader Auto Trader posted a 29% revenue decline in the year ending in March 2021, largely from necessary but self-imposed subscription holidays. Auto Trader revenues are set to rebound in 2021 as the car market’s recovery emerges.
The pandemic accelerated the transition of the consumer car buying journey from the physical forecourt to the digital space. Fully digital transactions are edge-case, but there is huge opportunity for scale players to facilitate transactions—needless to say, Auto Trader looks to be a key winner.
Across a range of genres, distinct local programming skews in popularity with the regional audiences it reflects. For example, Derry Girls’ viewing share in Northern Ireland is over 40% higher than across the rest of the UK.
However, market forces have cemented the dominance of London and the South East in terms of television production.
Moving more Public Service Media activity outside the M25 will rebalance production away from London, help fulfil a key commitment to serve all UK audiences, and differentiate PSM content from international services.
Gill Hind was quoted in The Telegraph on "Broadcasters must better reflect Britain's diversity, watchdog warns"
16 July 2021Gill said “There's been a lot of stuff that Ofcom have done in the past with the industry as well about actually trying to understand the number of different ethnicities that are employed behind the screens, in front of camera, on the production side [and] across the entire industry."