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Media and Telecoms 2018 & Beyond conference
On the 8 March 2018 Enders Analysis co-hosted the annual Media & Telecoms 2018 & Beyond conference with Deloitte and sponsored by Barclays, Linklaters and Moelis & Company. With the conference taking place on International Women’s Day it was particularly poignant to see a 50/50 gender balance on the line up. Chaired once again by David Abraham and with a stellar speaker line up, this conference was a highly informative and stimulating day. Videos of the presentations are available on the conference website.
NSPCC Dinner 2018
This year marked the 10th anniversary of the Enders Dinner, which saw TMT industry titans come together to celebrate this milestone evening in support of Childline, a service provided by the NSPCC. On 19th July 2018 Claire Enders, with co-host Matt Brittin, President of EMEA Business & Operations for Google, celebrated some of the key achievements the dinners have bought to the cause over the years, engaging over 120 companies and creating a legacy for the NSPCC and Childline, raising over £12.5m to date. The dinner began with welcoming remarks from Claire and Matt Brittin, The NSPCC then presented some of their most recent triumphs and highlighted the areas that need further support. Dame Esther Rantzen, DBE, Founder of Childline, also provided her perspective on the continued importance of the work that Childline does to protect the welfare of children across the UK, thirty years after it was founded. Each year a select list of 120 CEOs, Chairmen, board members and other senior executives are invited to attend.
Women at Work 2018
To celebrate International Women's Day on 8 March 2018 in the centenary of the partial suffrage, Women at Work 2018 promotes the goals of professional women in the UK
Public Policy
To download any of our reports on public policy please click on the links below:
Public Service Broadcasting
Enders Analysis is a firm believer in strong public service broadcasting which boosts the entire UK creative industry and is consumed by almost everyone. We have published a report on Channel 4 relocation. To download this report please click on the link below:
Channel 4: relocation and dislocation
Latest reports More
Drawn by its rapid growth and enviably youthful audience profile, incumbent broadcasters are paying increased attention to esports and its followers
Viewership of esports on UK broadcasters’ linear channels is low, with consumption on their online platforms likely the same. The market’s fragmented nature and global audience, along with the dominance of Twitch—and to a lesser extent YouTube—makes this unlikely to change
Broadcasters’ low-cost approach has primarily benefited competition organisers and games publishers. For broadcasters to create real revenues, massive upfront investment would be needed, with the risk of failure high
With a carefully priced, strong line-up of iPhones, Apple will consolidate its main revenue line and core user base in the near term
The latter feeds into a services business showing impressive growth, but which is also marked by missed opportunities and mounting negative consequences on the rest of the online ecosystem
For media businesses, Apple’s impact is larger than ever, inevitably leading to new kinds of friction around commercial terms, App store policies and browser features
Comcast’s £30.6 billion acquisition of Sky brings to an end the long-running ownership battle since Disney agreed to tender Fox’s 39% stake to Comcast, also ending the Murdoch Family Trust’s interest in Sky
Comcast’s US domestic cable and global NBCU media businesses complement Sky’s European operation. Sky’s telecoms business is likely to expand, while the TV side should benefit from NBCU’s global distribution might, with greater revenues generated by its original content
Fox’s long-running battle with UK regulators over the public interest dimensions of the proposed Sky acquisition has also ended. Plurality of media is preserved by Comcast’s undertakings to support Sky News for 10 years
At DMEXCO, the top online advertising conference in continental Europe, a call for responsibility took centre stage rhetorically, but was hardly reflected on the conference floor
In contrast, concrete, on-the market applications of AI in advertising were no longer a rarity, with businesses from ad tech to consultancies demonstrating case studies in campaign management, consumer segmentation and personalisation
The industry is betting that the ePrivacy Regulation will be canned as policymakers fear Chinese and American dominance in AI, but the Chinese giants still had a confused marketing pitch at DMEXCO
European mobile service revenue growth was sharply lower this quarter dropping to -0.7% after two years in positive territory, owing to weakness in the southern(ish) European markets of France, Italy and Spain
Iliad has strong momentum in Italy and we expect ARPU dilution to worsen into Q3, with the subscriber loss impact also growing. Any loss of traction for Iliad is likely to drive another round of price cuts
We expect continued north/south divergence in Q3 with the anniversary of the European roaming cuts boosting the UK and Germany in particular whilst the outlook for Southern European operators remains challenging
Linear TV is ageing, and the largest channels are ageing fastest. There is an ongoing double-whammy effect of a growing older population, and the loss of younger viewers to social media and SVOD services.
The PSBs are suffering more than most, especially the BBC channels. 31% of the population is aged 55+, but over 60% of viewing to BBC1 and BBC2 is by those aged 55+.
The trend can be halted, and even reversed to some degree. There is no inevitability to this ageing process, but it will take concerted efforts to fight it.