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
Enders TMT Leaders Live conference 2026
Join our conversation on the outlook for the media, telecoms and tech industries
4th June 2026 | Convene, 133 Houndsditch
Claire said Crozier would bring a great deal of experience to the BT boardroom. “He is an excellent strategist through challenges and change and a deft hand with regulators, government stakeholders and pension fund trustees."
Claire believes that Crozier and Jansen are cut from a similar cloth and should make a strong team.
“I think their management and personality styles are actually very similar and are along the same lines. They are very smooth, calm, process-driven. With only three years’ age difference I think they will get on very well. Adam has dealt with a panoply of stakeholders similar to BT – Ofcom, government, pension fund trustees – he has a lot of familiarity with complexity and is seasoned in terms of crises.”
After China updated its Anti-Monopoly Law to cover platform companies, the Government is bringing to heel privately owned ‘national champions’, including via antitrust measures in their home market—the key source of their astronomical cash flow—and through interference in their expansion outside China
China lacks any tradition of anti-monopoly activity, given its gradual shift to the market from state-owned enterprises, it offers an example of theory in practice for antitrust reformers targeting platforms in the West
The global implications are huge: up to $2 trillion of Wall Street shares are exposed as China tightens controls on foreign IPOs. Regulators could also use enhanced antitrust powers to disrupt global dealmaking for economic leverage
Market revenue growth bounced back to 4% in Q2, the first positive growth for the sector since 2019 .
Most of the improvement was however temporary sports channel bounceback, with underlying growth still negative.
Prospects are nonetheless healthy, with price increases now regular, backbook pressure annualising out, and ultrafast boosts growing.
James said "The traditional analogue landline signal is carried over copper - that's what it is. And so if you go to fibre, you have to do something else and [voice over internet protocol (VOIP)] is the obvious thing."
He added that customers should not notice a drop in quality compared with the PSTN system, "They should be at least as good, possibly better."
Douglas said booming ecommerce during the pandemic had spurred digital advertising, while revenue from print newspapers “has fallen dramatically over 10 years, so there’s not so much left to fall off”. “Investors are starting to think maybe there is something there . . . and you could not say that two years ago."
Joseph said the chasing pack had attracted new users during the pandemic, but he did not foresee Facebook “losing significant market share” any time soon. “Other businesses will have an element that is better than Facebook: TikTok has a killer young audience and Twitter’s ads are cheaper, but Facebook is an irresistible force and an immovable object has yet to appear in its path.”
Francois believes those savings are limited. He points out that in Spain, DAZN content is also available via "traditional linear channels".
"Look at the price of satellite channels today, it's no big savings, and online video is expensive because you need servers everywhere," he says.
This is a particular issue for sport because it is live and "everybody's watching at the same time", which increases the demand on the servers that are essential to relaying the live pictures into people's homes.
