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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

Joseph Evans was quoted in BBC News on "Clubhouse: Is the audio app really worth $4bn?"

8 April 2021

Joseph said "It's at the intersection of several hot trends - audio, live and social, and it's recreating some of the things we can't do normally because of the coronavirus pandemic restrictions, such as attending a talk or having a group conversation."

He added "A few years ago Facebook would probably have already put an offer on the table [for Clubhouse], but it's not in the market for another social network because of the competition scrutiny that it's under, so Facebook's only option is to compete with it."

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Tom Harrington was quoted in The Telegraph on "BBC risks focus on British content by snapping up American TV"

7 April 2021

Tom said  shows have performed “comparatively poorly to local programmes” made by the broadcaster. “It will be a short-lived agreement with FX programming destined for Star on Disney+ in the UK. So the volume [of American shows] will decline even though the BBC is clearly on the lookout for cheap new programming to help its content budget squeeze/plug holes due to the Covid production shutdown.”

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Sky and football: Italian wager on aggregation

30 March 2021

In a bold attempt to expand, DAZN has won Serie A rights for 2021-24.

With a worst-case scenario of 14% decline in revenue from domestic rights, the Italian league will limit losses, but runs the risk of more long-term damage.

Sky takes a calculated risk, and sends strong messages.

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The recovery stutters: UK broadband, telephony and pay TV trends Q4 2020

30 March 2021

Market revenue growth sunk back to -3% in Q4 from -2% in Q3, with further backbook pricing and lockdown effects to blame .

Backbook pricing will improve with numerous price increases announced, but these will only start to take effect in Q2 2021.

Demand for broadband and ultrafast looks promising, but will also take time to filter through to revenue, with Q1 again lockdown-affected.

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Ecommerce forecasts 2021: Pandemic shifts remain for now

29 March 2021

Goods ecommerce accelerated in 2020 by four years above trend to reach 28% of retail sales (excl. fuels) from 19% in 2019. We anticipate that ecommerce in 2021 will remain in the same share range of 27-29%. 

Food and drink grew faster than any online category in 2020, doubling to over 10% of associated sales. Aside from food and drink, the agony of zero sales on the shuttered high street continued, with over half of all sales being online in 2020, likely persisting in Q1 2021.

Offline retailing will recover due to deconfinement and the share of ecommerce will edge down in Q2 2021 and thereafter, but these new shopping habits will be sticky and anchored by persistent work-from-home, driving all retailers that are left standing to massively adopt online channels and associated advertising media.

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