Unprecedented growth in women’s sport is generating opportunities for publishers and advertisers. This year’s FIFA Women’s World Cup provides a chance to capitalise on the elevated coverage and interest

Women’s sport coverage must forge its own identity in the long term. News publishers play an enormous role by nourishing interest and discourse, creating brand opportunities and raising the profile of women’s sport

Articles currently must clear a higher bar for inclusion, though this will shift in the near term as coverage continues growing: variations in the type, style, and quantity of coverage highlight the progress made so far and identify areas of ongoing improvement

Success was never going to be defined by profitability for GB News and TalkTV, at least in the mid-term. So far this has been borne out, with revenues small and viewing confined to niche audiences.

The two recently launched channels have become part of the broadcast news environment while diverging from its traditions. Their emphasis on opinion and commentary over news and analysis has influenced news agendas, political discourse and the TV news landscape more than their viewing figures suggest.

Now that the fairly elastic (and previously untested) boundaries for due impartiality set out in the Broadcasting Code are being stretched, it is only right that Ofcom look at them more closely. Although some change is to be expected, TV news' integrity as a highly trusted medium should be preserved.

Market revenue growth turned (slightly) negative in Q1 2023, driven by weak demand and the waning of 2022 price boosts.

Next quarter will benefit from the high 2023 existing customer price increase, but this effect will wane across the year, and go into reverse next year due to lower inflation.

Other factors are mixed, with new-customer pricing tentatively rising, many smaller ISPs struggling, but altnet gains still likely to get worse before they get better.

Piracy of live video feeds—chiefly sports—is growing due to illegal subscription ‘IPTV’ services delivered to TV sets.

Consumers discover illegal feeds through search engines and social media, and subscribe through global payment systems.

Anti-piracy activity is focused on feed disruption. There is little attention paid to credit card and online payment facilitators who need to do more.

As younger viewers continue to migrate from linear TV to online video-sharing platforms, engaging with the audiences on these platforms is no longer simply an opportunity, but a necessity.

However, this ecosystem offers broadcasters limited monetisation opportunities, reduced audience data and worse attribution than the more lucrative broadcast TV model.

In this fragmented media landscape, broadcasters must maximise their digital reach and exploit incremental revenue opportunities, although linear channels and owned-and-operated platforms will continue to provide the bulk of revenues.

BT hit all its targets for the 2022/23 financial year, ending the year with a (predicted) consumer service revenue growth slowdown but a surprisingly strong B2B performance fully compensating.

Investors were disappointed in the outlook for cashflow in 2023/24, with tax benefits being absorbed by the cost of faster-than-expected full fibre adoption, ignoring that this is good news rather than bad.

Next quarter the company will get a substantial boost from the price rises, and in the longer term an even more substantial boost from the completion of the full fibre build is looking increasingly secure.

On 18 May 2023, Enders Analysis co-hosted the annual Media and Telecoms 2023 & Beyond Conference with Deloitte, sponsored by Barclays, Financial Times, and Salesforce.

With over 550 attendees and over 40 speakers from the TMT sector, including leading executives, policy leaders, and industry experts, the conference focused on how new technologies, regulation and infrastructure will impact the future of the industry.

This is the edited transcript of Session Three, covering: public service broadcasting and its path to a digital future. Videos of the presentations will be available on the conference website.

The total value of European football media rights has stagnated since the end of the last decade, translating into a real terms decline.

New entrants like DAZN and Amazon have occupied the space left open by incumbents such as Sky and Canal+.

Serie A, Ligue 1 and the Premier League will tender rights this year, entertaining unrealistic expectations of bids from Apple.

The games industry, with the potential to become the world’s largest media and entertainment sector by revenue, is undergoing profound transformation.

The consolidation of major developers is a response to a revenue model pivoting toward subscription, with direct consequences for those already in the subscription space: film, TV and music.

A technology-led creative medium, with an audience approaching three billion gamers, is seeing its franchises become more valuable and useful than ever.

BT’s revenue and EBITDA growth fell in the December quarter, with consumer broadband in particular suffering from weakening volumes and ARPU, as last year’s price rise benefit wanes and broader macro pressures hit.

Openreach, however, had an improved quarter, with the broadband market returning to growth, full fibre build and take-up progressing at or ahead of expectations, and the altnet threat fairly subdued.

Inflationary price rises in April will give a temporary fillip, and likely help drive a decent 2023/24 for Group financials, but it will take much longer for full fibre benefits to really be felt.