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.
Alice said: 'The live music sector has long been a marvel for all to see, both here and around the world, because it provides an experience, both in terms of the music, socially and just being there for your favourite artist.'
'It is also currently still benefiting from the post-pandemic bounce-back of demand, like travel. Glastonbury was another huge bounce for UK entertainment spend,' she said.
According to a recent report by media research firm Enders Analysis, Spotify’s big bet on podcasts “has spectacularly failed to deliver the anticipated financial rewards to shareholders”.
Alice explained to City A.M. that “in essence, the costs of the exclusive podcasts far exceeded the revenue opportunity”.
James said: “All major telcos face the challenge of updating their ageing customer service IT systems, and finding ways to differentiate their connectivity services, with smaller, nimbler rivals at their heels.”
While VMO2's fixed price rises this year were always going to be quite tricky, the 1ppt boost to revenue growth was nonetheless disappointing on the back of price rises of 14%.
Both mobile and EBITDA performances were better, but H2 EBITDA growth will need to be considerably stronger to get to guidance levels, which will be all the more challenging with the loss of the Lycamobile MVNO.
With the erosion of VMO2's differentiators of split contracts and broadband speeds, growth at VMO2 will require addressing new parts of the market—both geographically and across the customer range.
Claire pointed to the growth in popularity of video platform YouTube and social network TikTok among younger audiences, with less interest across age groups in news in particular compared with during the pandemic.
She noted it was also significant to see a “massive long-term drop in shows” that regularly attracted several million viewers. Analysts at Enders expect viewing of linear broadcasting to shrink from two-thirds to less than half of total video viewing by 2028 as streaming services such as Netflix advance.
Electronic Arts’ earnings for Q1 2024 delivered strong annual growth across its licensed franchises but also a worrying lag in mobile game revenue due to mobile sector challenges.
EA’s global dominance of sports-based games, and its 700m users, make it a strong candidate to be a ‘strategic partner’ with Disney for ESPN’s reboot as a direct-to-consumer service.
The launch of EA Sports FC24 next month finally sheds FIFA from EA’s largest franchise and promises a dynamic approach to managing football partnerships, but no word on increased margins.
It outlines the significant strengths and innovations of local journalism against the backdrop of a critical next five years as the industry undergoes digital transformation.
Traditional local media are seen by an impressive 40 million people a month, a popularity we normally associate with tech platforms, albeit consumer spend, time spent and advertising yield are low, but growing
Encouraging market innovations are sending a strong signal and building industry confidence. New foundations for consumer relevance and growth are being meticulously crafted
A sustainable future will require publisher collaboration and a support framework from government, technology gatekeepers, investors and the public itself to accelerate momentum—with a prize not just for financial stakeholders but for citizens and the functioning of democracy
