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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Alice Enders was quoted in an article discussing digital music service Deezer. About Deezer's "paid subscribers" figure which includes an undisclosed number of subscribers to bundled telecoms deals who have not activated the service, she commented that it is " one of the best kept secrets out there."
Claire Enders appeared on The Media Show to discuss BT Sport's potential bid for Champions League rights. The interview begins at 12:12 into the programme.
BT’s subscriber and revenue results continued to show strong progress, with its consumer business gathering momentum even excluding the direct impact of BT Sport
BT Sport had a discernible impact, but this was modest given the spend levels involved. However, the negative impact will only improve from this point, with BT sounding cautious about bidding for new rights
Fibre growth has at last started to accelerate at BT’s competitors, with the potential wholesale revenue from this truly game-changing for BT
Amid ongoing speculation that AT&T will make a bid for Vodafone post its Verizon Wireless divestment, in this note we consider the validity of AT&T’s hypothesis that there is "a huge opportunity for somebody" to repeat the US experience of heavy capital investment coupled with firm pricing in Europe
Benedict Evans was quoted in an article discussing Samsung who set out its pitch to app developers at the first event of its kind in Silicon Valley on Monday. He said that " Samsung has always had feet in lots of camps and it needs to keep a 'Plan B' open in case of problems with Android. But it's unlikely it plans to try to create a standalone platform as a rival to Android any time soon."
Benedict Evans was quoted in an article discussing Apple's FY 2013 results. He said that "clearly Apple has moved out of one growth phase." With the iWatch and TV, "it's much less clear there is a $200m-a-year market that can add another leg to the stool."
Alice Enders was quoted in an article discussing big publishers' reluctance to sign up for digital book services. She said: "cannibalisation is probably one of their biggest fears as 80 per cent of their revenue comes from 20 per cent of the most avid readers."
Benedict Evans was quoted in an article discussing how Twitter's flaws and feuds helped it fly the nest. He said: "if Twitter was a properly run company, would it have worked? Twitter can be whatever you want it to be. It's not constrained by a vision and a set of execution issues. If they don't screw it up, it may have a unique kind of value."
EE’s 4G base continued to accelerate, with 8% of its contract subscribers now on a 4G plan less than a year after launch, and it should accelerate further with the launch of cheaper 4G handsets allowing much lower entry price points from next month
However, the market remains weak, with EE’s underlying growth still negative, and any benefits of 4G being more-than-countered by accelerating weakness in overage and prepay revenues
Firmer price increases are needed for full market repair, but these appear more evasive than ever with Ofcom’s recent decision severely restricting the scope for mid-contract adjustments