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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.

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Rigorous Fearless Independent

Joseph said "It's hard to make money when you get all your content from a small group of powerful suppliers.Podcasts are content that Spotify can own or deal with lots of small providers to get so it's in a more powerful negotiating position."

He added "The DC character roster is really strong IP, so there's a readymade audience.Fiction podcasts have had a bit of a renaissance, so the timing looks good.

"If Spotify doesn't get it, someone else will. And Spotify is gunning to be the number-one podcast platform, even if it costs a lot of cash."

Jamie said “People of all ages are increasingly sharing and discovering news content on social media. Young people are particularly exposed as they are much less likely to get their news from traditional media like the TV news bulletins, which are subject to strict guidelines around impartiality, accuracy, and fairness.

He added that “The flip side is that without social media, some people might never read any news content. What is needed is a levelling up of standards. The online platforms must ensure they have adequate safeguards against the spread of fake news and extreme content to protect all users.”    

Online reviews are a vital input for consumer decision-making. However, reviews are easy to manipulate, and widespread fraud is undermining credibility and raising the issue of consumer protection.

Facebook, Google, and Amazon utilise reviews to improve the consumer experience, but also to sell advertising to businesses and to address fraud. These companies leverage their data superiority to better utilise reviews on their platforms, and possess a competitive advantage, versus sites like TripAdvisor, Yelp, and eBay.

Demand for expert opinion remains strong, yet is supplied only by publishers and Which?, a small segment in terms of share of traffic relative to platforms.

TalkTalk grew EBITDA by 10% in 2019/20, an impressive cost cutting driven result, with revenue and gross margin falling as the company struggles with the move to high speed.

The company is cautious on 2020/21, indicating only stable EBITDA citing CV-19 related pressures, although the lockdown has also brought much lower churn and an improving price environment.

The move to full fibre could prove challenging in the longer term, but it also brings an opportunity to rebrand away from a pure price focus, the source of much of TalkTalk’s challenges.

The COVID-19 crisis is compounding the already grim revenue prospects for upcoming football rights sales in continental Europe.

The financially weakest leagues in Italy and France are especially exposed. Serie A is exploring deals with private equity firms, with the pros and cons finely balanced.

There is a window of opportunity for Sky and Canal+—the adults in the room—to build coalitions with selected clubs to nudge leagues towards needed reforms including longer licence terms, reducing the number of clubs and more equal revenue splits.