Service revenue growth improved to -0.6%, aided by price-increase mechanics, although this will reverse next quarter.
FinTech MVNO launches have been somewhat tentative thus far, and mobile speed-tiering looks set to become the norm.
O2 has stepped up its price aggressiveness in both SIM-only and with-handset unlimited tariffs and is now the price-leading operator brand in this popular segment.
The government has narrowed the options for DTT switch-off to two dates, but copious details remain undecided, with clarity likely to take some time to emerge.
The DTT spectrum could improve rural and deep in-building coverage considerably, with the focus likely to be on the readily-usable 600MHz band which will be freed up in 2035 under either scenario, and is particularly attractive for BT/EE.
The impact on the broadband market is harder to judge given multiple uncertainties, with there being a potential boost to broadband adoption, albeit price control is a threat. However, playing a more active role in TV distribution is an opportunity.
The transition to IPTV brings benefits to consumers with the availability of significantly more content—mainly global—and greater functionality on the TV set.
However, the emergence of global TV operating system (TVOS) providers has changed the business model of TV manufacturers and introduced an intermediary between broadcasters and consumers.
Prominence regulation can only go so far. Domestic broadcasters need to secure a fair return from Connected TV (CTV) platforms so they can continue to invest in locally-produced content and protect the wider TV ecosystem.
Few major football rights deals have been announced since auctions for UEFA rights in its top five markets and LaLiga’s new domestic cycle were completed late last year.
Football is increasing its dominance of sports viewing in the UK driven by expanded live coverage from broadcasters, and continues to be one of the youngest-skewing sports alongside darts and F1.
As premium football rights continue to take the lion’s share of sports rights spending, Sky’s recently extended partnership with Formula One shows the value of complementary rights properties.
Tech companies are reinventing themselves in a once-in-a-generation revolution, with a sweeping reassessment of staff, and product makeovers working their way down to media partners.
Memory and other component costs will impact the 2027 upgrade cycle for consumer tech from PCs to phones—just as local processing of AI features is supposed to sell more devices.
There is a rationalisation of AI’s inevitability across all businesses, despite risks spanning privacy, legality and ‘misfiring’ agents. Media’s red lines on using AI to create content may be overtaken by platforms and creators.
Broadband market revenue for the ‘big 4’ remains in decline as recovering subscriber trends are countered by worsening ARPU.
While abating altnet pressure should eventually lead to recovery, in the short term we expect revenue growth to worsen as the seasonal effect of annual price rises bites in the June quarter.
The longer-term outlook for the altnet sector is increasingly in regulators’ hands as the CMA decides on nexfibre/Netomnia and Ofcom decides on Openreach’s new special offer discounts
On 4 June 2026, Enders Analysis co-hosted the annual Enders TMT Leaders Live, sponsored by AlixPartners, Adobe, Warner Bros. Discovery, and the Financial Times.
With 684 attendees and more than 50 speakers from the TMT sector, including leading executives and industry experts, the conference focused on how new technologies, regulation, and infrastructure will impact the future of the industry.
This is the edited transcript of Session Four, covering: YouTube's role in the UK creative industries; the future of sports broadcasting; and the production of House of the Dragon.
On 4 June 2026, Enders Analysis co-hosted the annual Enders TMT Leaders Live, sponsored by AlixPartners, Adobe, Warner Bros. Discovery, and the Financial Times.
With 684 attendees and more than 50 speakers from the TMT sector, including leading executives and industry experts, the conference focused on how new technologies, regulation, and infrastructure will impact the future of the industry.
This is the edited transcript of Session Three, covering: the major operators’ strategies; Openreach pricing; the Mobile Market Review and TAR; Satellite; and the potential Netomnia/nexfibre deal.
On 4 June 2026, Enders Analysis co-hosted the annual Enders TMT Leaders Live, sponsored by AlixPartners, Adobe, Warner Bros. Discovery, and the Financial Times.
With 684 attendees and more than 50 speakers from the TMT sector, including leading executives and industry experts, the conference focused on how new technologies, regulation, and infrastructure will impact the future of the industry.
This is the edited transcript of Session Two, covering: Warner Bros. Discovery on scale and focus; Ofcom’s cross-sector work; ITV’s resilience; Paramount on big screen resurgence; and news media in the AI age.
On 4 June 2026, Enders Analysis co-hosted the annual Enders TMT Leaders Live, sponsored by AlixPartners, Adobe, Warner Bros. Discovery, and the Financial Times.
With 684 attendees and more than 50 speakers from the TMT sector, including leading executives and industry experts, the conference focused on how new technologies, regulation, and infrastructure will impact the future of the industry.
This is the edited transcript of Session One, covering: Sky's digital transformation; Google's AI strategy; the BBC's future and funding; the growth of Disney+ and Netflix in the UK and Europe; and AI and creativity from Vivendi and Havas.