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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.
Our research is independent and evidence-based, covering all sides of the market: consumers, leading companies, industry trends, forecasts and public policy & regulation. A complete list of our research can be found here
Karen Egan appeared on BBC Radio 5 Live to discuss VMO2
2 November 2026Satellite telephony: Grounded reality
2 November 2026The planned increase in Direct to Device (D2D) capacity will still leave just a small proportion of the rural mobile market addressable, and is a complete non-starter for urban areas (even in the US), making disintermediation extremely unlikely
Although satellite broadband is less constrained it will still face a ceiling of a few percentage points of the UK broadband market
We do not expect satellite broadband players to deploy mass-market strategies in the UK/Europe for reasons of both economics and physics
Meta unfriends TikTok: Entering the zero-sum era
29 October 2026TikTok's social advertising land grab is putting a squeeze on Meta it can ill afford, as it blocks ads that link to TikTok in the US and other large markets.
TikTok and Meta share a desire to prevent marketing value leaking to creators, an area where TikTok has a lead on Meta through its network and creator tools.
Meta is planning for a billion users of Muse in a new tilt at shopping, as TikTok and Amazon freeze Meta's agents out of their own retail platforms.
Net neutrality in the UK: A longer leash required
29 October 2026UK net neutrality rules are still discouraging telcos from launching enhanced connectivity services, which could benefit consumers and businesses, and support network investment.
Content providers are best protected by focusing on core measures that prevent throttling/blocking, rather than discouraging services that they themselves could also benefit from.
Legislative change could deliver the freedom that telcos want with the protections that content providers need, all while maintaining UK/EU treaty obligations to the Open Internet.
Abi Watson was quoted in Digiday on "One year in: DMG Media’s social-only briefs account for 30% of New Media revenue"
28 October 2026The shift is also changing how advertisers value publisher-made social, aid Abi Watson, head of publishing for Enders Analysis. “The last year has really seen an acceleration in the recognition and professionalisation of the creator industry, coinciding with the decline in referral traffic,” she said. The growth in social-only briefs at DMG suggests that advertisers increasingly see value in these formats as “destinations in their own right,” rather than simply as extensions of existing publishing brands,” she added.
Channel 4 on Disney+: A lower-risk alliance
28 October 2026By streaming Channel 4 programming 'day-and-date', Disney+ gets the regular benefit of punchy new content that will help hand the platform greater urgency around usage.
For Channel 4 the upside is obvious: an extension of reach for its programming and the ability to earn incremental revenues.
Risks for the parties, in particular cannibalisation of Channel 4's streaming business and Disney+'s originals, are mitigated by each side's size and market position.
Enders Analysis was mentioned in Digiday on "In Graphic Detail: What Apple’s identity block means for the ad money"
28 October 2026Apple’s ads business matters more than its size suggests because it sits inside services, the part of Apple that now does a lot of the heavy lifting on profit. In 2018, services brought in 24% of Apple’s growth profit, with hardware such as the iPhone delivering the other 76%, according to Enders Analysis. Today services account for 43% and products 57%. Apple doesn’t say how much of that comes from ads but every dollar it makes there adds to the side of the business it most wants to grow.