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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

Financial Times

13 September 2019

Joseph Evans was quoted in the FT on Google's move to adjust its search algorithms to promote news articles it considers “significant original reporting”, its latest move to support journalism following years of criticism of its role in the industry’s decline. Joseph Evans  said: “Search is the engine of Google’s revenue, which means the team behind it has a lot of power and can stop internal attempts to fiddle with the algorithms.” 

“This move is to address the longstanding complaint that instant online publishing removes the incentive for publishers to invest in original reporting as everyone can have the story straight away,” he said, adding that Google was trying to address concerns about the economics of online news.

“Of course, Google deciding who should get rewarded for what kind of reporting is going to be controversial, so it will have to proceed in careful dialogue with news providers,” Mr Evans added

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Cut-price iPhones: Apple's innovative approach

13 September 2019

Apple’s iPhone launch event was relatively light on iPhone, which shared the stage with games, TV, Watch, iPad and retail announcements

This reflects Apple’s developing priorities: as iPhone sales soften, it needs to find new ways to extract value from the wealthy user base it has spent a decade nurturing

Apple has embraced this new strategy, offering a range of cheaper points of entry into its ecosystem, making the lost profits back on accessories or content subscriptions

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Amazon’s pivot to Marketplace

13 September 2019

Amazon, the gatekeeper to 100 million Prime members, is increasingly reliant for growth on Marketplace, where third-party sellers compete with first-party products 


Amazon’s multi-channel platform strategy delivers choice and low prices to customers, but third-party sellers have increasingly complained that their playing field is not level


After Amazon’s seller agreements were modified in August to implement a competition ruling in Germany, the European Commission is now investigating the data layer 

 

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No real let-up: European mobile in Q2 2019

12 September 2019

European mobile revenue trends are not yet improving. Italy is still flat-lining at almost -10%, Spain worsened again, and the UK deteriorated sharply. France is the only good news story

5G rollouts seem somewhat tentative. Indications from the UK that it is leading to a more competitive environment may discourage European operators from exacerbating already challenging markets

Prior year comparables for Southern Europe will be more flattering in the second half of this year although a doubling in the drag from intra EU calls will dampen any recovery

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Spotify's podcast play

11 September 2019

Spotify is investing heavily in podcasting through acquisitions, original content and product innovation

It is under pressure to reduce dependence on record labels, whose power makes generating large profit margins difficult. Podcasts promise a non-music content genre where Spotify can capture more value

Secondary benefits abound: Spotify can take an active and lucrative role in modernising online audio advertising, it can solve the podcast discovery problem, and engagement across more forms of audio will improve retention

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Financial Times

5 September 2019

Francois Godard was quoted in the Financial Times on Berlusconi and Bolloré set for latest media showdown. Francois said “I don’t buy [Mediaset’s] motives for doing this. They have been operating in Italy and Spain for a while and have not achieved significant savings in these quite similar markets. But if they achieve [the merger] it will considerably strengthen the control of Fininvest — as a shareholder it will become unassailable.”

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Reality bites, and will bite some more: UK mobile market Q2 2019

4 September 2019

The UK mobile market suffered its worst performance in five years this quarter with Vodafone alone, somewhat inexplicably, bucking the trend

5G capacity is impacting pricing trends with SIM only packages flattening and unlimited packages increasing in popularity and complexity

As the operators invest in solving rural coverage and rolling out 5G, they will continue to be hit by regulation. Out of contract notifications and discounts are next in a long series of assaults

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The Times

2 September 2019

Tom Harrington was quoted in The Times on shortform video streaming platform Quibi. The new service is aimed at mobile users, with shows filmed specifically for the format and broken into "chapters" of eight or 10 minutes each.  Tom said  “This isn’t really short-form video, it’s long-form divided up into chunks, which is different...There are some big questions around the content itself. Can you sustain a narrative over ten minutes that makes sense in a way that doesn’t feel truncated? It’s going to take a long time to find out what people actually want. They are going to burn through so much cash making stuff that doesn’t work, because what they are doing is quite new.”

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The Times

2 September 2019

Francois Godard was quoted in The Times on Mediaset plans to merge Spanish and Italian companies into Dutchco Media For Europe. Francois said “The whole concept is challenging to say the least. No-one has ever created meaningful synergies by acquiring interests in free-to-air television across Europe,”  TV and film rights and advertising are bought and sold on a country-by-country basis, he added.

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