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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.
Karen Egan was quoted in The Time son "Ministers fear Vodafone shareholder poses national security risk"
25 January 2024Karen Egan, head of telecoms at Enders Analysis, said: “It demonstrates that there is a real sensitivity around the services that Vodafone provides and that influence from autocratic states is viewed with some caution. There will be some read across to both The Telegraph takeover case and the proposed Vodafone and Three merger. The mitigations that are suggested for the E& strategic agreement could well serve to address any sensitivities around CK Hutchison part-ownership of a merged Vodafone UKand Three”
UK consumer magazines: From mass-market to community
25 January 2024Magazines are in the final phase of industrial-scale print volumes, with the era of artisan print magazines already highly visible and blooming, celebrating the reader’s tangible experience of the design and rich content, drawn by the brand’s authority.
Publishers’ online revenue models have diversified by attracting third-party sources—advertisers, campaign partners and affiliates—alongside a relatively tepid commitment to audience-led revenue models, with exceptions.
Publishers seeking a sustainable digital future by circa 2030 will need to focus more on audiences than on advertisers, leveraging core brands across multiple channels to build community, with print playing a narrower, lucrative and much-loved role.
Netflix Q4 2023: Big strides as people pay up
24 January 2024Netflix had its second-biggest quarter ever for net subscriber additions—up 13.1 million to 260 million, behind only Q1 2020—with the streamer's 'paid sharing' initiative the key factor. Meanwhile, Netflix's expansive deal with WWE moves it definitively into the live streaming market, although perhaps not yet sports
The universality of Netflix's non-English content is overstated but it did mitigate the reduced volume of new US content due to the strikes. With a continuing bleak US production outlook, this is not a card most competitors hold
Netflix's ad business is making gradual progress, with the streamer's suite of games now a target for further monetisation
Enders Analysis was mentioned in The Bookseller on "Price discrimination key to combatting book price stagnation, says Enders"
22 January 2024Enders described a “cost crisis” for many publishers due to two decades of “eroding real prices” for trade books. When seen in the context of an increasingly competitive market for people’s attention, with free or low-priced entertainment and information options, books are also limited by how much prices can go up.
But prices need to rise, according to Enders. There is little slack in the cost structure of publishers as staff and author pay is already generally low, but it proposes price discrimination based on sales channel, format and special editions as a way forward. “This would enable publishers to get a better average price, while still leaving squeezed and price-sensitive readers with low-cost options,” Enders said.
Joseph Teasdale was quoted in Tortoise Media on "MrBeast posts first video on X to test Musk’s ad scheme"
22 January 2024It also “doesn’t deliver the measurable results that make it too important to boycott,” says Joseph Teasdale, head of tech at Enders Analysis. He doesn’t think the MrBeast experiment will change that. “We’ve been unable to figure out Musk’s rewarding of creators, with many saying they’ve been paid vast amounts and others almost nothing.
There’s very little transparency at Twitter. If Musk is smart he will cut a big cheque for this video – something he seems very keen to do.” But if he does, does that solve the transparency problem? “It’s only if the numbers are terrible that you can be sure they’re the real thing.”
Douglas McCabe was quoted in The Guardian on "From bot reporters to the loss of a legendary editor, the Daily Mirror is hanging by a thread"
19 January 2024“Our only hope is that Facebook reprioritises news.” Which is not much of a hope at all. Douglas McCabe, chief executive of Enders Analysis, calls the focus on social media and search for newspaper revenues a “flawed strategy” – and it’s hard not to agree.
Books on TV: A symbiosis of the sectors
19 January 2024Dramas from the public service broadcasters based on books consistently bring in bigger audiences than those that are not, a trend driven by certain genres, especially detective mysteries and thrillers.
A greater volume of newer book IP is being developed into programming, but this preference is not necessarily reflected in audience figures.
Younger demographics are less enamoured with dramas based on books than older viewers. There are however notable exceptions, while attracting younger audiences may have more to do with the age, genre, and fame of the IP.