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.
Claire Enders was quoted in an article about BBC cutting back its only television channel aimed at 16 to 34 year olds in an effort to save an extra £100m a year. BBC Three will become available only on iPlayer. She said "They are rightly anticipating that a larger segment of youth viewing is going online. But you can't break a new show on iPlayer to the level of Little Britain."
Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 4 March 2014. The event featured talks by 13 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette. This report provides edited transcripts of the talks given by six of those speakers: Sir Martin Sorrell, WPP; Gavin Patterson, BT; Andrew Griffith, BSkyB; Thomas Rabe, Bertelsmann; David Dyson, Three UK; David Abraham, Channel 4
Slides from the presentations by the following speakers at the Media & Telecoms: 2014 and Beyond conference on 4 February 2014: Andrew Griffith, BSkyB; Thomas Rabe, Bertelsmann; David Dyson, Three UK
Douglas McCabe was quoted in an article about the Guardian's annual revenues. The Guardian is set for its biggest rise in annual revenues since the financial crisis, as digital revenues and a push into overseas markets offset the decline in printed newspapers. Talking about revenues falling by a quarter between 2008 and 2012 to £194m, he said "it was a double whammy effect" adding that "the financial crisis hit them badly, and at the same time they lost so much of their classified business."
The UK residential communications sector maintained strong revenue growth of 5% in Q4 on a reported basis, or 4% underlying, bolstered by strong volumes and solid pricing, with recent price increase implementations supporting the latter going forward
It is still hard to see a very significant competitive impact from BT Sport, with BT’s broadband net adds up by only 20k-30k on a year earlier, but the impact on costs is very clear, with increased sports rights costs, increased marketing costs and pay TV box/device subsidies driving up the cost base of all operators
Looking forward, in the short term market volumes are likely to be suppressed by recent bad weather lengthening provisioning times, and the detailed timings of price increases will suppress ARPU growth. In the medium term the outlook is much stronger, although the prospect of increased competitive activity around the next Premier League rights auction still casts a shadow
ITV has enjoyed an excellent 2013, which has seen the largest increase in total ITV revenues since the launch of the Transformation plan in 2010 and the fourth consecutive year of double digit growth in EBITA
2014 promises to be another strong year of growth, boosted by a sharp advertising upturn where ITV can expect to outperform the television advertising market, while Online, Pay & Interactive and ITV Studios maintain strong growth as their markets continue to expand
ITV nonetheless faces significant challenges to maintain the business it has built as viewing habits change in an increasingly connected TV landscape with multiple screens and the shape of the ITV Studios business as a result of its domestic and international acquisitions
Ian Maude was quoted in an article about Amazon's streaming service Lovefilm now called Prime Instant Video. Lovefilm will remain the name of Amazon's DVD rental business, but most attention will switch to Amazon Prime Instant Video. He said "Amazon is a much stronger consumer brand."
The Court of Appeal has judged that the Competition Appeal Tribunal erred in law in its rejection of the Ofcom Wholesale Must Offer remedy for premium sports by failing to deal adequately with all of Ofcom’s competition concerns but agreed with the Competition Appeal Tribunal that Ofcom had acted within its regulatory powers Sky’s appeal against the 2010 Ofcom decision will therefore be re-heard at the Competition Appeal Tribunal and we believe the likelihood is that the Wholesale Must Offer remedy will be approved, while the jurisdiction issue may yet have some life if Sky takes its appeal to the Supreme Court The seven year old pay-TV saga is far from over as major changes have occurred in the last four years. Irrespective of the progress of the Competition Appeal Tribunal review, we think it will have little bearing on the outcome of the Premier League auction in light of the strategic objectives of Sky and BT