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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

DAZN and Sky have renewed their current coverage of Serie A until 2029, at a slightly lower price and with the security of a five-year contract. The ‘league channel’ DTC option was rejected by clubs.

With bids expected soon in France and the UK, DAZN seems determined to become the dominant football broadcaster in Europe.

The Italian auction outcome confirms the real-term erosion of the value of football rights across Europe, but also a more mature approach from the league.

The metaverse is a radical expansion of online experiences— sparking a host of new safety challenges on harmful content, economic activity, and privacy.

Building safety into the metaverse will take a village: platforms and communities will set policies and moderation. Regulators could struggle to future-proof their tools, especially with decentralised platforms.

AI age verification and moderation is in a race against AI hazards: disinformation, deepfakes and dynamic user content all intensify harms in immersive settings.

James Barford, head of telecoms research at Enders Analysis, also reckons Giffgaff may be going down the broadband avenue.

“For Giffgaff, the highest priority is probably to launch a broadband product to support the fixed network economics of its parent company VMO2,” he said.

“There has been a renewed push into ‘services beyond connectivity’ recently across a number of European telcos, although there have been many efforts at this over the years, and some of these are in reverse, such as Orange withdrawing from banking, and BT partially exiting from sports rights,” Barford explained.

Francois Godard, senior media analyst for Enders Analysis, believes that Sky will hold on to at least three of the five packages, but will be loath to lose one of its weekend slots and so could even try to have the maximum four.

“Sky could reduce costs by cutting down on one weekly slot, but we expect it to fight for four packages, consistent with its history of prioritising the prominence of its Premier League coverage,” said Godard, who added that Sky losing one TV slot out of the four it holds now would be a serious drawback.

“Sky may decide it does not want to take this risk,” he said. “This would be consistent with the company’s history of being ready to enter bidding wars if needed to keep its Premier League standing.”

“Without the Premier League, TNT Sports would likely lose its premium aura and need to cut its retail prices,” said Godard, who also views YouTube as a “long shot” while Apple has ruled itself out.

François said “My basic expectation is that there will be some room left for Dazn...The only possible speculative outsider I am keeping an eye on would be YouTube. Dazn won’t blow up the auction; they have been highly cautious not to push up prices in country-by-country deals. They are not crazy. From a Premier League perspective, if they can get a modest 5% increase in what they make as a headline figure, even if annually they receive less, that will be a good result.”

The Premier League has launched its first competitive rights auction since 2018, offering broadcasters a longer four-year cycle and 70 more live games.

Sky could reduce costs by cutting down on one weekly slot, but we expect it to fight for four packages, consistent with its history of prioritising the prominence of its Premier League coverage.

Competitive tension may be the strongest between TNT Sports and DAZN.