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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 US and UK have highly dissimilar approaches to regulating political advertising during elections, with far less spent in the UK (46p per registered voter compared to $51 in the US per year), although spending on online political advertising is rising fast in both.



The UK caps electoral spending and bans political advertising on broadcast channels, newspapers are partisan and regulation of online is very light touch.



With the UK’s next general election on the horizon, it’s vital to level the playing field between the broadcast and online channels, to prevent false and misleading statements by parties, candidates or their supporters from swaying voter intentions, to the detriment of the quality of democracy in the UK.

Ligue 1 wants to break with its recent history of failed tenders, declining revenues and soured relations with incumbent Canal+.

This year’s would-be bidders have no history of inflating rights costs. Thanks to its distribution deals with DAZN (likely to step in) and beIN, Canal+ may feel secure, while Amazon could let its coverage shrink to a selection of key matches.

The LFP is taking steps to offer a more enticing competition, in partnership with CVC: with fewer teams, a stronger brand and new investors.

Radio listening is strong, but with a dramatic decline among the under-24s. Smart speakers will accelerate the trend and while the draft Media Bill’s intervention is helpful, it is not the cure.

The commercial sector is thriving through the launch of digital-only stations and major players taking advantage of deregulation. The issue of attracting a new generation is pressing.                                       

The once-dominant BBC has a loyal older following. Hampered by regulation, it is difficult to see how younger audiences will develop an affinity with its audio offering.

A cooler consumer market sees Sky now facing the same pressures as its SVOD competitors, with a loss of pay-TV subscribers in the UK.

However, Sky is performing better in telecoms in both the UK and Italy. These markets are less susceptible to recession with Sky also benefitting from its position as more of a challenger than an incumbent.

Uncertainty continues to loom over both the sale of its German platform and the upcoming allocation of Serie A rights in Italy.

Much of this is the result of services such as Netflix that have eroded the structural advantages enjoyed by linear TV providers in the past, says Tom Harrington, head of television at Enders Analysis.

“For cable TV providers like Charter, it is about as bad as it has ever been,” says Harrington.

The Disney-Charter dispute should be seen in this context, says Harrington.

“Cable TV companies are under stress. But Charter probably thinks that Disney is under pressure too, and has calculated they can push it a bit further than if things were going well,” he explains.

“They also feel that Disney’s channels are not worth as much as they were during the last negotiations, because a lot of content is now on Disney+.”

“DAZN has been selling advertising — including programmatically — for quite some time now and it makes perfect sense strategically for them to do so,” said Gill Hind, director of TV at Enders Analysis. “While one of Netflix’s major USPs was the lack of advertising versus the competition, for any sports business the USP is clearly the sports rights they have.”

The question would be how much supply DAZN can offer, she continued. “Their DAZN’s] distribution agreements with pay-TV platforms (Sky in the UK) help address that question and as they build up their rights then they are looking at a sizable opportunity.”