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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

Francois Godard was quoted in Variety on "European producers shouldn’t save their best projects for streamers in 2022, warns Enders Analysis report"

15 December 2021

Francois said “We’ve been through four or five years when all the new money [in Europe] was coming from the streamers." he adds that sometimes the streamers “have been pretty generous,” prompting costs of talent, crew and facilities to rise in some countries.

“But this is going to stop at some point. The streamers are starting to become more stingy; maybe some of them are going to start cutting back.” And, rather than high-end shows like Netflix’s “The Crown,” they are starting to spread their resources widely, spending more on documentaries and non-scripted content, which is cheaper to produce.

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Steady trend masks changing dynamics: European mobile in Q3 2021

14 December 2021

European mobile revenue growth was flat again this quarter as a larger boost from annualising the roaming drag was outweighed by B2B weakness, a waning mobility boost and the unwind of pandemic upsides.

Italy saw the biggest improvement in its underlying trend as Iliad struggled to regain momentum, while competitive tension remains elevated in Spain and France.

Q4 looks mixed before 2022 kicks off with some market-specific positives for the UK, but the other European countries will finally face the impact of end-of-contract notifications.

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Podcasts gain momentum: The competition for ears gets noisier

10 December 2021

Podcasts are a small but growing medium, and global streamers and domestic audio players alike are investing heavily in podcast content, distribution and advertising technology.

The broadening choice and diversity of podcasts available has put discoverability, exclusives and personalisation at the heart of the race to become the number one destination for audio.

While the UK currently lags other markets in terms of advertising and monetisation, increasing financial viability coupled with

healthy listener demand suggests a bright future for the UK podcasting sector.

 

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Karen Egan was quoted in Vodafone Watch on "Vodafone ponders risk of depopulated city centres"

9 December 2021

Karen said the risk for Vodafone and all telcos is that they find their network equipment is in the wrong places. She said this is a “fairly immediate issue” that is impacting the current cycle of network planning.

“They’ve invested a huge amount to get as much capacity as they can into city centres, especially with 5G. They may now find that they didn’t need to invest so much there, and that they’ll come up against capacity issues in suburbs and rural areas to a much greater extent than expected, requiring additional investment."

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BT: The vultures circle

9 December 2021

BT is in rude financial health, with strong short- and longer-term prospects arising from inflation-linked price rises next year and the FTTP investment J-curve in the years ahead.

BT’s traditional investors are however understandably sceptical, leading to interest from non-traditional investors and in alternative structures.

Changing the ownership and/or structure of BT involves significant operational, financial, political and pension fund-related issues, making a change of ownership in whole or part no easy panacea.

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Flat-lining in negative territory: UK mobile market in Q3 2021

7 December 2021

The boost from annualising the COVID-19 hit dissipated this quarter with service revenues flat-lining at –2.5%. The year-on-year mobility boost weakened and pandemic upsides of lower churn, cost savings and B2B demand unwound.

Q4 looks mixed with an improving year-on-year mobility boost but further unwinding of some pandemic upsides. Spring 2022 has the potential to be the long-awaited panacea with price rises of up to 8% and the prospect of renewed roaming revenues.

The operators continue to seek sources of market repair through price rises (to compensate for regulatory intervention elsewhere) and consolidation—but with little visible support from policymakers as yet.

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Alice Pickthall was quoted in Business Insider on "Hundreds of layoffs haunt the visionary behind BuzzFeed and the media company's uncertain financial future"

7 December 2021

Alice said "Because the business is still not profitable but trying to get as close to breakeven as possible, the amount of layoffs and cost cutting has been very drastic. That does have a knock-on effect. Ultimately, the quality will decline by having a smaller newsroom."

She added There are "two competing forces at play" with the SPAC deal. "Yes, the future for BuzzFeed is a consolidation play, but it's very heavily reliant on advertising. And that's very reliant on market conditions. The first thing to be cut is digital advertising."

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