This desire for all digital is also perhaps an announcement effect. "He speaks of 'a few years' for this change, which is very imprecise and probably also intended to reassure its shareholder KKR", analyzes François Godard, analyst at Enders Analysis.
Joseph Teasdale was quoted in LesEchos on "Meta: Mark Zuckerberg knocked out, but not knocked out"
3 March 2023The idea of connection at the heart of social networks has indeed moved towards private circles, which are more difficult to monetize. And competition to Messenger and WhatsApp is fierce, especially among young people where services like Discord and BeReal are increasingly popular. “The great strength of Facebook was the control of the 'social graph': 2 billion normal people produced content about their lives for their friends and families. They didn't need to be paid for and they didn't unionize. But today, the model has changed: on TikTok, you don't find the people you know, but the best creatives ,” notes Joseph Teasdale.
Francois Godard was quoted in the Financial Times on Bertelsmann’s ‘raven father’ chief executive under fire after setbacks
28 February 2023François Godard, who covers media at the research group Enders Analysis, said Rabe had recently been “going from one problem to the other” and would need to come up with a convincing “plan B” after his setbacks.
Alice Enders was quoted in The Guardian on "How slippers left the comfort of home to become a status symbol"
27 February 2023“The rise of casual footwear goes back 15 years now to the redoubtable Ugg,” says Alice Enders, director of research at media insights company Enders Analysis. “And then the pandemic lockdowns reinforced the trend of casual wear.”
Tom Harrington was quoted in The Hollywood Reporter on "Streaming Services Are Raising Prices, So Why Is Netflix Dropping Them in 100-Plus Markets?"
24 February 2023Enders Analysis’ Tom Harrington described the price changes as the next evolution for Netflix’s pricing following the launch of cheap mobile-only plans in some international markets. “It’s the next step in creating a nuanced, bespoke approach to pricing on a country-by-country basis – a far cry from how the product was pitched after the global rollout stage, where in many countries it was extremely expensive, uncompetitive against very cheap local streamers and only accessible by (their words) ‘western-oriented elites’,” he told THR.
Douglas McCabe was quoted in The Economist on "Axel Springer is going all in on America"
24 February 2023“It’s a big bet,” says Douglas McCabe at Enders Analysis, a research firm. Digital news publishing is not yet a strong and sustainable business. Mr Döpfner paid more than $1bn for Politico, Springer’s biggest-ever acquisition, and top dollar for Insider, too. Although both made money last year, it may be a while before Springer sees a return on those investments.
Adam Dalrymple was quoted in CITY A.M on "BT Sport to become TNT Sports: Here’s what it means for price, programming and existing customers"
22 February 2023Adam said “TNT Sports offers a very similar proposition for consumers, just without the brand-recognition of BT Sport, as the TNT brand will have little resonance with consumers this side of the Atlantic, which they will no doubt want to address with a launch marketing campaign."
“The consolidated rights portfolio will provide a wider offering, but BT Sport is bringing most of the value to the joint venture. Eurosport’s most high-profile rights, the Olympics, only lasts for two weeks every two years and its output is overshadowed by the free-to-air coverage on the BBC.”
Alice Enders was quoted in The Telegraph on "How the New York Times was engulfed by a trans culture war"
20 February 2023Alice Enders at Enders Analysis says: “What they’re saying is the New York Times must take a position on the issue of children and their right to transition and defend it hook line and sinker, and I’m not sure that’s appropriate.
“I just don’t see how it really advances the case of trans children and their rights to assert that the New York Times has to come down on this issue in a doctrinaire way.”
James Barford was quoted in The Times on "Dealmaker sparks rumour with Vodafone stake"
15 February 2023James Barford said: “We can see the strong strategic logic that Vodafone could do better if the individual country operations were run truly locally and independently, which is hard to achieve in a corporate structure without real autonomy. Is the current management likely to do that? It would be quite a reversal.”