Enders Analysis provides a subscription research service covering the media, entertainment, mobile and fixed telecommunications industries in Europe, with a special focus on new technologies and media. We cover all sides of the market, from consumers and leading companies (e.g. Vodafone, Iliad, ITV, BT, BSkyB, Virgin Media, Apple, Google and others), to regulation. A complete list of our research can be found here.

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Vodafone Q1 2014/15 results: Modest signs of recovery | July 2014

Vodafone Europe’s service revenue growth improved slightly in the June quarter, by 0.6ppts to -7.9%, largely due to it running out of revenue to lose in some segments, but contract net adds were disappointing, with the company still losing ground competitively

Investment in Project Spring is surging with capex double the prior year and 4G coverage accelerating, which is very encouraging for the medium term, but it will be some time before this pays off in revenue and profit terms

TalkTalk Group Q1 2014/15 results: Solid start to the financial year | July 2014

TalkTalk’s June quarter results revealed solid subscriber trends, with broadband, fibre, line rental and TV net adds all either matching or slightly improving upon the previous quarter

Revenue growth dipped down on the previous quarter (3% vs. 5%), but the price increases in May/June have yet to have a full quarter’s effect, and the company remains confident in its full year guidance of at least 4%

Multichannel TV facing the squeeze: Part 1 | July 2014

The commercial non-PSB sector saw strong growth in share of total TV viewing of close to 40% as the multichannel TV homes universe doubled in the 10 years between the launch of Freeview in October 2002 and completion of digital switchover in October 2012, and even higher 50% growth in SOCI (share of commercial impact) thanks to the higher commercial airtime quotas of the non-main PSB channels

UK commercial radio: stable market with organic growth prospects | July 2014

UK radio listening remains very healthy, with the plethora of internet radio and music streaming services now available barely affecting average listening time which has decreased by only 6% (11 minutes per day) since 2008 Commercial radio has maintained a consistent 43% share over this period, but its audience is getting older, as those that grew up with it remain loyal, and the population itself gets older.

UK quarterly internet trends Q1 2014 | July 2014

The UK’s love affair with mobile devices continued in Q1 2014, with four times as many smartphones and tablets as PCs shipped during the quarter. Smartphones now account for three quarters of mobile phone sales, and shipments of tablets exceed sales of PCs, though the latter improved during the quarter

European mobile in Q1 2014: Underlying remains weak, but consolidation progresses | July 2014

European mobile service revenue growth improved to -7.6% in Q1 2014 from -9.0% in the previous quarter, but most of the improvement came from a drop in the regulated MTR cut impact, with underlying growth only improving 0.2ppts

This is in spite of continued improvements in GDP growth and the highest level of consumer confidence in six years, confirming that the often-blamed economic conditions actually have been having little impact on the market, with competitive intensity the real cause

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