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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.
“While at an industry level, it isn’t practical to refuse to run ads for anything that might have a degree of harm, publishers should be urgently reviewing their moral compass when it comes to sensitive categories,” said Jamie MacEwan, senior media analyst at Enders Analysis.
“What matters is the state of the broadcaster market. However, competition is currently very weak. The billion goal is not achievable,” François Godard, consultant at Enders Analysis, recently told us.
Paid sharing and "price optimisation" are returning clear benefits for Netflix, with healthy subscriber growth (+8.8 million, up to 247 million) and an 8% YoY increase in revenue ($8.5 billion) in Q3. However, success of the advertising tier remains slow
In the UK, Netflix is growing revenues and ARPU, and although it is now a challenge to grow the subscriber base, there is a clear and large group of non-paying users that are now being targeted
Netflix's per household engagement is materially higher than its direct competitors. However, this is plateauing and has implications for revenue levers such as advertising impacts and price rises
James said “Strategically it’s about moving to broad convergence, EE as a single brand selling a bunch of different services.” It is a telecoms proposition that has not always been successful, notably with Orange’s attempt to move into banking, and several European telecoms’ stunted ventures into sports rights. But Barford said: “While the strategy has failed elsewhere, here it’s being done in an incremental and careful way.”
Karen said "EE’s expansion in consumer electronics was relatively low risk and that the new customer app could help EE to strip out costs from back-office operations such as call centres...They’re not betting the house on it, but it’s a sensible move in the right direction.”
Online retail is a prime arena for AI implementation, with a high degree of tech involvement and proximity to the point of sale
Generative AI’s near-term prospects are inflated by the hype cycle; instead, improvements to product discovery and logistics will be the next frontiers for growth and AI-driven efficiency
Retailers risk their reputations as they jostle for early mover advantage: larger players Amazon and Shopify through major investments, and SMEs with specialised data and licensing
Marshall is seen by analysts as one of the most credible owners of the Telegraph, alongside other bidders such as Lord Rothermere’s DMGT. Claire Enders, a media analyst, said this was in part because Marshall would be one of a “handful of media owners acceptable to the Conservative government”.
Griffin would give his bid “real US conservative firepower”, Enders said, adding: “Paul Marshall wants to influence wider culture.”
