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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

the Financial Times

23 October 2013

Benedict Evans was quoted in an article discussing Apple's new iPads. He said the launches contained "no real surprises." He added that "Apple doesn't need to be competitive on price because there are two completely different markets for tablets."

 

 

For the BBC’s DG Tony Hall, “Where next?” primarily means more digital, expanding its iPlayer internet TV and radio application and offering greater personalisation

These moves form part of a wider strategy to ensure BBC services and programming can be delivered seamlessly across devices in the most relevant form, whilst maintaining access and appeal to all age groups

 

Reaction from commercial rivals and commentators has been muted, likely saving powder for the soon-to-begin battle over the BBC’s scope and funding from 2017, when the current Royal Charter expires

2014 will be a tough year for Sky as it strives to improve the connectivity across its base while facing the challenge of BT in premium sports. 2014 has started well in terms of product growth and BT Sport has had no discernible impact on Sky broadband take-up and little, if any, impact on acquisition and retention discounts offered to new and existing Sky customers. With eyes focused on the impending auction of European Champions League pay-TV rights, we think BT has every incentive to push the price up, but not actually to win them.

On 30 October, two days after criminal trials for alleged phone hacking begin, the Privy Council will finally seal a Royal Charter to set up regulation of the press. The end of this drawn-out process might be thought near

Several major publishers are planning to boycott the system by setting up their own regulator, which will not meet the Charter’s standards. In recent days, Conservative ministers have said the press is ‘free’ to take that route

The Recognition Panel set up by Parliament’s Royal Charter may not report on the system’s success or (more likely) failure until the autumn after the 2015 election. Whether to have a showdown with publishers who reject the Royal Charter is a decision being put off by everyone

Apple’s two new iPhones both secure its grip on the high end (for now) and extend a cautious toe into (slightly) cheaper waters. They will not deliver a step change in global sales growth, but should deliver solid performance

9m unit sales at launch are impressive, but 200m updates to iOS 7 (double last year’s figure) point to the continuing strength of Apple’s ecosystem and its ability to deploy innovative new features

We continue to believe there is room in Apple’s portfolio for a $350-$450 phone without weakening Apple’s quality of experience or brand positioning, but this is clearly now off the agenda for another year

the Financial Times

16 October 2013

Benedict Evans was quoted in an article discussing the appointment of Christopher Bailey, Burberry's creative director, as CEO when Angela Ahrendts leaves mid-2014. Ms. Ahrendts will become senior vice-president of retail and online stores at Apple. He said " it's a billboard you can buy from " of the Apple Store. 

 

Press display advertising fell 10% in 2012, and we forecast a slower decline this year (about 7%), as press benefits from the deluge of telecoms advertiser spend and the ongoing commitment of retailers to national newspapers and fashion and beauty brands to leading magazine

But structural factors are gathering pace relentlessly: circulation decline is accelerating in some categories and rate cards remain under pressure. Some smaller newspapers and poorly differentiated magazines face the possibility of an existential crisis in the next five years

Publishers able to embrace creative marketing solutions from an integrated digital and print platform will stimulate a more sustainable model in the medium term – but this requires a more radical rethink than is commonly assumed

The advertising market appears more confident than at any time since the downturn of 2008/9 and we expect positive economic conditions to last until the next general election due in 2015

This encouraging outlook for the UK economy underpins our advertising expenditure forecast of CAGR 4.2% for 2013-2015

Internet advertising will increasingly dominate while television (CAGR 2%) and other media will see modest growth with the exception of print, still in sharp decline though less severely than feared a few months ago

the Financial Times

9 October 2013

Alice Enders was quoted in an article discussing the Competition Commission's order to Cineworld to sell three UK cinemas in response to a ruling by regulators that there is "considerable overlap" between audiences and screenings at its multiscreen venues and the art house chain it bought last year. She said " the two other chains dominating the market [Odean and Vue Entertainment] will not be able to acquire them. This isn't a regular sale - it's a fire sale."