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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
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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
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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.
UK mobile market service revenue grew by 1.7% in Q2, up from 1.3% in the previous quarter, a disappointing result in the context of boosts from both IFRS 15 accounting and the annual price rises in the quarter
O2 was the star performer this quarter, with its service revenue growth leaping ahead to claim the top spot. BT/EE’s service revenue growth declined on an underlying basis, with weak contract net adds over the last six months catching up with it, and H3G and Vodafone were slightly improved and steady respectively excluding some one-off effects
Next quarter, the impact from the EU roaming cuts will annualise out, providing a substantial fillip to all operators. Ceteris paribus, this would put market growth in the vicinity of 4%, a figure not reached for years
Recorded music revenues in Japan are stuck in decline as physical sales sag, although 2017 marks the first year when streaming gained a foothold with 8 million subscribers.
J-pop fans spend on 'experiences' with their idols including events, merchandise, CDs and DVDs, which streaming cannot replicate. Top native LINE MUSIC offers integration with a popular messaging app and bundling with mobile.
Serving international repertoire, Apple Music claims more subscribers than Spotify in Japan, which is more localised, and has most users on the free tier. Amazon Prime Music is a looming constraint on the adoption of subscriptions.
There has been no shortage of attention paid to declining TV viewing over recent years, but much of it focuses on overall viewing time rather than advertising delivery
This is to overlook the engine driving most of the UK’s television industry. Commercial impact delivery has held up well relative to overall viewing, and is strong for certain key demographics
Nonetheless there are generational and behavioural changes afoot which are exerting downward pressures on impacts, especially for younger audiences. An archipelago of Love Islands is needed (Stranger Things have happened)
UK broadband subscriptions re-accelerated in Q2, bucking a three-year downward trend, but market revenue growth still fell as BT’s overlapping price increase dropped out and all of the operators continued to struggle to meaningfully grow ARPU
Regular existing customer price increases and continued (but slowing) migration to high speed are being cancelled out by flat-to-down new customer pricing, and the frequent need to discount existing customers down to these levels to retain them
High speed net adds disappointed despite Openreach’s price cut, with many consumers unwilling to pay even a modest price premium for extra speed, a sobering thought as aggressive full fibre network roll-outs are being considered
Audiobooks are growing fast, driven by smartphone adoption and better supply, as well as interest from people who don’t usually buy books, such as young men
The sector is dominated by the presence of Audible, Amazon’s audiobook publisher/retailer, which has driven growth of audiobooks but put publishers under pressure. Its strategy is a lesson in Amazon’s approach to media
Audio is an opportunity to sell to new customers, but publishers must acquire and use rights responsibly, and experiment while not letting the audio tail wag the print dog
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