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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

Enders TMT Leaders Live conference 2026

Join our conversation on the outlook for the media, telecoms and tech industries

4th June 2026 | Convene, 133 Houndsditch

https://enderstmtleaderslive.com/

Rigorous Fearless Independent

Niamh Burns was quoted in Campaign on "Should publishers opt out of Google’s AI Overviews?"

18 June 2026

"These are important controls, and it’s encouraging to see Google and the CMA engaging like this, showing the benefits of a flexibly designed regulatory system. Control is an important principle; without it, publishers don’t have leverage."

"Having said that, opting out won’t automatically mean you are in a stronger position. The wider issue is where the search product is going, and these sorts of controls don’t change the direction of travel."

"Google is allowing publishers to make different decisions about how they appear in "AI" versus "non-AI" search features, but the reality is that those two forms of search are converging. So even if you decide to confine yourself to traditional search, you might find that it is a shrinking proportion of the interface. This has impacts for discovery longer-term; for top-of-funnel discovery, you might want a "share of voice" in AI Mode."

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Claire Holubwskyj was quoted in Digiday on "Electronic Arts has built its own ad server in a renewed push for ad dollars"

17 June 2026

“By laying the groundwork for self-serve brand integrations and structuring native ad units aligned to IAB standards, it is aiming to tap into long-tail demand and existing programmatic budgets,” said Claire Holubowskyj, senior research analyst at Enders Analysis. “It parallels the shift towards live ad insertion in sports broadcasting and taps into the authenticity created by the presence of advertising in real-world sports, circumventing the challenges of maintaining immersion and seamlessness faced by other games advertising formats.”

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On a long road to recovery: UK broadband trends Q1 2026

17 June 2026

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

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Enders TMT Leaders Live 2026: Session Four

12 June 2026

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.
 

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Enders TMT Leaders Live 2026: Session Three

11 June 2026

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. 

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Enders TMT Leaders Live 2026: Session Two

10 June 2026

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.

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Enders TMT Leaders Live 2026: Session One

9 June 2026

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.

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Niamh Burns was quoted in A Media Operator on Le Monde CEO: OpenAI Deal a ‘Win-Win’ With No Cannibalization—but Traffic ‘marginal’

5 June 2026

Appearing alongside Dreyfus on the panel, Niamh Burns, a senior analyst at media research firm Enders Analysis, agreed that that sort of data and engagement from OpenAI would be key for the industry going forward.

“The next challenge with these sorts of deals—whether it’s one-on-one deals, whether it’s something more collective—is how can we increase the value. And that has to be linked to usage—there needs to be a real audit trail. With a tiny team that’s never going to be available at scale.”

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