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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

 

Rigorous Fearless Independent

This could play to Openreach’s advantage as the challenger networks limit their expansion, Karen Egan, head of telecoms at Enders Analysis, said. “They’re definitely hitting ceilings in their current footprint,” she said. 

“BT will of course endeavour to stabilise the TalkTalk subscriber base but they tend to be customers with a high propensity to churn, and the takeover disruption will probably make things worse before they get better,” Egan said.

The 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

TikTok'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.

UK 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.

The 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.