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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

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Rigorous Fearless Independent

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.
 

Headcount at tech’s big five of Apple, Meta, Google, Microsoft and Amazon has been effectively flat since 2022, according to figures from Enders Analysis.

“Proving to the market that AI can deliver a productivity dividend is critical as one of the use cases for the technology,” analysts at Enders noted. “‘Right sizing’ the overall headcount becomes the headline example.”

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 UK’s largest mobile virtual network operator, which has more than 5.8mn customers according to estimates by Enders Analysis, has held initial talks about offering broadband services over Virgin Media O2 and Nexfibre’s fibre networks, according to two people familiar with the matter.

The plans, which are at an initial stage, would revive Tesco’s broadband offering 11 years after it sold its previous broadband service, which comprised 75,000 customers, to rival TalkTalk. Since then, the company has focused on its mobile offering, which has grown from 4.4mn customers in 2015 to 5.8mn this year, according to figures from Enders Analysis, with subscribers drawn to its affordable prices and strong customer service.

Gareth Sutcliffe of Enders Analysis says there is hypothetical potential for that to be exceeded, saying that a "blow out sales scenario" would be "in excess of 50 million units in year one, possibly closing in on 60 million," a figure he describes as "unparalleled."

Gareth Sutcliffe thinks GTA 6 could sell north of 50 million units in its first year.

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.

"The main purpose of Prime (alongside peripheral things like making the overall Prime subscription even more stickier for consumers) is to sell third-party video subscriptions (i.e. Prime Video Channels like Paramount+, Discovery+ etc) and rent films – original Prime content is a hook to get viewers there in the first place," says Tom Harrington of media researchers Enders Analysis.