Enders News

Financial Times 11 October 2018

Douglas McCabe was quoted in the FT on the sale of Johnston Press. Analysts said strategic buyers would include Reach, formerly known as Trinity Mirror, and Newsquest, which both have large local newspaper portfolios. But the debt may scare off potential bidders. Douglas said “The question is, can they sell the whole portfolio or is there an inevitability about it being broken up?”

The Hollywood Reporter 11 October 2018

Alice Enders was quoted in The Hollywood Reporter on the new regulations that require 30 percent of streaming programming to be of homegrown origin. Alice said "Netflix and Amazon have been investing more in European originals, but originals aren't enough to get you to 30 percent, nowhere near,"

BNN Bloomberg 4 October 2018

James Barford was quoted in BNN Bloomberg on BT worries Apple and Amazon will take its customers. James said “Part of the interface has definitely been taken over,” citing the popularity of Apple’s Facetime video calling. “It’s a subtle issue for the operators, but they want to be able to maintain the contact with the customers, and the identity, and the brand, and some differentiation.”  James said he was still skeptical that companies such as Facebook or Google wanted to invest heavily in taking consumer relationships: “How much of an appetite do they have for someone calling them up and wanting to know how to plug their router in?”

The Financial Times 27 September 2018

James Barford was paraphrased in The Financial Times in an article on Comcast’s plans for Sky’s broadband business. James argued they may “look to boost Sky’s telecoms arm by investing in business telecoms, given it has a strong presence in the US, or by buying spectrum to boost its mobile arm. However, he said it was also possible that it could look to acquire companies such as TalkTalk, which has 4.2m broadband customers, or smaller competitors.”

Digiday 27 September 2018

Alice Pickthall was quoted in a Digiday article on The New York Times’ Abroad in America newsletter, which will explain U.S. politics to U.K. readers. “The New York Times is unique amongst traditional publishers. They have successfully broken out of their regional market and now have significant international demand. Targeting U.K. readers of The New York Times, who are concerned with U.S. politics, will sit well within their strategy to further international demand for their products.”

The Daily Mail 26 September 2018

Alice Enders was quoted in a Daily Mail article on the future of Sky under Comcast. She said ‘We think that as Comcast looks at Sky’s businesses in the UK and Europe, it will be more likely to look to expand the telecoms side than roll it back.’

BBC Radio Berkshire 25 September 2018

Julian Aquilina appeared on BBC Radio Berkshire to discuss TV audience measurement

Reuters 24 September 2018

Alice Enders was quoted in a Reuters article on Comcast’s acquisition of Sky. The deal is not without its critics; doomsayers argue Sky’s value lies in its exclusive rights over HBO entertainment and Premier League soccer, and that this value is short lived. HBO, they say, will be bypassed as content producers launch their own services, and sports broadcasting rights will be lost to tech-companies. Alice, however, explains that Sky’s value exceeds such content rights “Sky has an extraordinarily well established brand; it is a destination, and that is very valuable in the world of fragmented media.”

Wired 24 September 2018

Andrew McIntosh was quoted in a wired article on the Sky, Netflix partnership which grants Sky Q subscribers access to Netflix. “On a simplistic level, Sky and Netflix look like direct competitors,” says, Andrew McIntosh, the head of TV analysis at Enders Analysis. "But they act on different levels, which Sky is well aware of. Sky doesn’t offer what Netflix offers. Now it is providing what it can’t offer, but still through the Sky package. And it makes Sky look good, because it is putting the customer first. It’s a very clever move.” This will only buttress Sky’s already strong position. “The death of TV is not a thing,” says McIntosh. “There is clear evidence showing that viewing off a TV screen is the most popular way of viewing TV content. For many people, things are heading in the direction of the home cinema experience, with ever larger TV screens and improved sound systems.” However, young people have been abandoning traditional TV for online streaming, but with this partnership “Sky is making sure that younger people in the household are becoming as familiar with Sky as older people by tempting them to use their platform to watch what appeals more to their habits and behaviour.”  

Sky News 23 September 2018

Alice Enders appeared on Sky News to discuss the outcome of the Sky auction

the Telegraph 21 September 2018

Joseph Evans was quoted in a Telegraph article on Facebook’s new dating app. Facebook does have an edge over other sites don’t; “When you answer questions on OK Cupid, you are thinking about how your answers will look,” Facebook, however, has data not just on what you say do you but what you actually do: the events you’ve attended, pages you’ve liked etc. On the other hand, however, “People might want harder and faster walls between their social lives and their romantic lives,” Joseph explained. “They might not want to blur them by having them both on the same platform.” Ultimately, Joseph “wouldn’t expect them to make much headway in terms of market share unless they invest a lot into it. We’ll have to wait and see how hard they push it, whether they send notifications to users who list themselves as single, whether they do any advertising around it. Then it would look like they’re trying to pull people into online dating who aren’t already into it.”

The Wall Street Journal 21 September 2018

The Wall Street Journal used an Enders Analysis chart to show the speed at which Sky is transitioning from satellite to broadband. Having introducing broadband in 2013, Sky now reach 14% of their U.K. and Ireland, Now TV customers with broadband.

BBC Radio 4 21 September 2018

Alice Enders appeared on BBC Radio 4 to discuss the upcoming Sky auction

The Hollywood Reporter 20 September 2018

Alice Enders was quoted by The Hollywood Reporter in an article on the auction between 21st Century Fox and Comast for Sky. She said both sides have a lot riding on the outcome of the auction. Fox can be “aggressive on Sky, especially backed by Disney's firepower and [Disney chairman and CEO Bob] Iger's desire for Sky,” she said. But she added: "The combat for Sky is clearly also existential for Comcast's Brian Roberts, even if the shareholders still seem confused by the logic of buying a pay TV company in Europe when the sector is manifestly in decline in the U.S. due to cord-cutting, whatever the reason." Enders highlighted that "without Sky, they have only the NBCU contribution to diversification of revenues and geographies." 

Bloomberg 20 September 2018

Francois Godard was quoted in a Bloomberg article on the EU vote to protect publishers from Google and Facebook with new copyright laws. Publishers are losing vast amounts of profit to online media, but Francois said "I don’t think it will help" the publishers, "It’s not where the problem is for them."

Digiday 20 September 2018

François Godard was quoted in a Digiday article on France Televisions’ decision to stop selling shows to Netflix. Delphine Ernotte, president of France Televisions, explained the decision: “If we want to keep strong French fiction and European fiction, it is necessary that the actors who concur — the creators, the producers, the distributors — that we are in control of the distribution.” Francois, however, said that his remarks are an indication of where the broadcaster wants to be, rather than what it currently can control. “It’s a French Hulu 10 years after Hulu. It will need a lot of investment. It’s not their business to sell to consumers, it’s their business to sell to advertisers.” Pooling ad sales on a joint platform would make more sense than competing with Netflix, he said.

BBC News 19 September 2018

James Barford appeared on BBC News to discuss the issue of mobile contract sleepers. Sleepers are out-of-contract customers needlessly still paying a handset-inclusive tariff when they could take up a SIM-only plan. This issue is covered in more detail in: UK mobile market Q2 2018: Disappointment before dawn [2018-084]

BBC News 18 September 2018

Douglas McCabe was quoted by BBC News in an article on the surge of billionaires buying newspapers and magazines. "The wealthy have always been attracted to news media, chiefly because influential media buys access and influence for owners," he said, before explaining that the "enormous pressure" placed on media outlets by their dwindling advertising revenue, makes them quick to embrace tycoons.

BBC Radio 5 Live 13 September 2018

James Barford appeared on BBC Radio 5 Live to discuss roaming after Brexit. He concluded that customers of larger operators travelling to big European countries are unlikely to be affected. There may be issues with smaller European countries if operators there play hardball and offer high wholesale rates to UK operators. In 2017 most of the UK operators made a big deal out of the introduction of free roaming, so customers might feel let down if this is reversed without good reason and the operators will not want to irritate them in this way.

The Mac Observer 7 September 2018

Thomas Thomson was quoted in The Mac Observer in an article on Amazon’s coverage of the US Open tennis. Viewers complained of poor audio and video quality, but Thomas says that “These issues are a recurring theme, not just for Amazon, for other new entrants in sports video. Amazon has had a brief history of playback and picture quality issues with last years livestream of NFL Thursday Night Football; YouTube TV suffered regional outages in its World Cup coverage in the summer; and, Perform Group’s [experienced] high-profile problems in Italy with the Serie A [Italy’s top soccer league] over the last fortnight.” Starting next year, Amazon will be broadcasting 20 coveted Premier League football (soccer in the U.S.) matches on Prime. While there is time to correct the problems seen at the US Open, Thomas said there are “most certainly” concerns. “This will be a key litmus test for sports OTT as a sector,” he said. “Whilst their outlay on this Premier League package was low, the reputational risk is significant. The User Interface will need to be revamped, and if they can’t deliver at least an SD quality picture to 100% of viewers, then they will not be able to realistically compete with Sky and BT with traditional satellite and cable transmissions.”