“The valuation at this stage is completely detached from business reality,” according to Niamh Burns, analyst at Enders Analysis. “But it’s not really about business—these investors are just betting on Donald Trump.”
Gill Hind was quoted in the Financial Times on "How GB News became the pulpit of rightwing politics in Britain"
26 March 2024Gill Hind, director of television at Enders Analysis, said that the channel sat outside the media ecosystem. “The UK has a great reputation for being completely impartial and GB News has taken that to the limit and beyond,” she said.
Karen Egan was quoted in the Financial Times LEX on "UK mobile merger must ring in changes for troubled sector"
26 March 2024This misses one important point. Fierce competition has hammered the market’s economics. UK mobile revenues have fallen by 20 per cent in real terms in less than a decade, says Karen Egan at Enders, while data traffic is 30 times higher. Europe as a whole tells a similar tale. In Italy, the average price of one gigabyte of data fell by 85 per cent between 2019 and 2021, according to data compiled by Statista.
Gareth Sutcliffe was quoted in Digiday on Why Riot Games is scaling back its dream of becoming ‘the next Disney’
26 March 2024“‘League of Legends’ has been out for years and years, and when you’re trying to move the IP into some other area, it’s very difficult to do. Riot has now come to the conclusion that that is probably not the right fit for that kind of expansion,” said Gareth Sutcliffe, the head analyst covering the games industry for the market research service Enders Analysis. “At a practical level, when we talk about how to try to expand that franchise, it’s very, very expensive — and I think it’s pretty clear that they have to do something to stem the losses that are occurring as a result of that, and bring it back to where they were before they decided to go into this extension.”
“If you look at “League of Legends,’ ‘League of Legends’ isn’t just a core game, right? It’s almost ultra-core, and it is far much more of a dedicated gamer audience than some of the other game IPs that are out there,” Sutcliffe said. “And I think that this is a reflection of where Riot has landed.”
Tom Harrington was quoted in The Telegraph on "Why Apple is spending billions to make TV nobody watches"
21 March 2024But Apple TV+ isn’t a straightforward streamer. “Apple is a phone company, and its growth came through selling iPhones, more iPhones and then charging more for iPhones until a couple of years ago it realised that the billion richest people in the world have an iPhone,” explains Tom Harrington, analyst at Enders Analysis. “They’ve topped out and have to look for growth elsewhere, so their next big move is – how do we monetise that base? They’ve decided it’s in providing services to that billion.”
“I don’t know if they have fully figured out what they want to do with TV,” says Wolk. “It’s a bit of a mystery,” Harrington agrees. “They don’t really licence content very much. Their process in terms of commissioning is slower than everyone else. They approach content like a tech company with iterations to perfection rather than the TV model where you throw a bunch of stuff out there and sometimes it works.
Enders Analysis was mentioned in The Times on "Vodafone sells Italian business to Swisscom for €8bn"
18 March 2024Swisscom will merge Vodafone Italia with Fastweb, its Italian subsidiary, creating Italy’s largest mobile operator with a 28 per cent market share and a strong presence in the business market, according to Enders Analysis, the research provider.
Karen Egan was quoted in The Daily Mail’s This Is Money section on "Vodafone offloads Italy arm for £6.8bn"
18 March 2024And the company is still grappling with its flailing German business, which remains its largest market. Karen Egan, at research group Enders Analysis, said: 'The company is highlighting how well it is positioned to grow now without Italy and Spain, and with the prospect of a better position in the UK.
'Germany is more important than ever, and the jury is still out on that turnaround.'
Karen Egan was quoted in Bloomberg on "Vodafone Wraps Overhaul With €8 Billion Italy Deal, Buyback"
18 March 2024“One thing that is certain is that Margherita Della Valle has delivered on the deal front having taken over as CEO less than a year ago,” Enders Analysis analyst Karen Egan said in a note on Friday. “If she can deliver on a change in structure and culture to the benefit of the operational performance as convincingly as she has done with dealmaking, then the Vodafone story really could start a very promising new chapter.”