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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
Openreach pricing: The Sting in the TAR
21 September 2026Ofcom is curtailing Openreach’s price discounting for now, effectively setting a price ceiling based on theoretical altnet economics as opposed to Openreach’s own (much lower) fibre costs.
This restriction is however likely to prove time-limited, with VMO2-only areas and those with high altnet market share likely to be de-regulated first, and within the current regulatory cycle.
VMO2 and the altnets need to be prepared to compete on a more even footing, and would be wise not to hasten deregulation through their own actions, such as focusing on market share grabs as opposed to building a sustainable business model.
Abi Watson was quoted in The Guardian on "BBC cash reserves hit lowest level in a decade after big single-year spend"
21 September 2026Abi Watson, at Enders Analysis, said the fall in reserves was part of an underlying depletion of the BBC’s financial cushion that had been “building for years”.
“The BBC hasn’t run out of money, but the fall in public-service cash leaves it with considerably less room to absorb further pressures or fund change,” she said. “And this isn’t a new problem.
“The latest savings requirement predated [Brittin’s] arrival. The BBC has already reduced headcount, rationalised its estate and changed its commissioning mix. Commissioned hours, excluding news and sport, are down 20% since 2016-17. Further savings increasingly mean decisions about output.”
Ben Woods was quoted in DNYUZ on "Inside Good Good’s Callaway ad crisis, which led to exec exits and lost partners"
18 September 2026“Brands are rightly advised to give creators breathing space because nobody understands how to engage their audiences better than they do,” said Ben Woods, head of creator economy at Enders Analysis. “But that freedom inevitably comes with some reputational risk when content crosses a line or generates controversy.”
Channel 4 Sales & Paramount: Mutually beneficial
17 September 2026Channel 4 Sales will be selling linear and broadcaster VOD advertising for Paramount channels from January. For the first time Channel 4, Channel 5 and UKTV's channels will be available through one sales house.
C4/Paramount/UKTV will match ITV Media for total viewing, but ITV1 remains the only channel that consistently delivers mass simultaneous reach.
While Sky Media's loss of Paramount in January significantly reduces its size, this could be a blessing in disguise, easing potential competition concerns over the acquisition of ITV's M&E business.
Pushing for a premium: European mobile in Q2 2026
17 September 2026Service revenue reversed its slight improvement last quarter, worsening 0.2ppts to -0.9%, as all markets except Spain were flat or in decline.
Incumbents in Europe are increasingly trending towards outperforming peers on net adds, despite higher (and more stable) ARPUs.
EE and Vodafone’s recent launches of premium tiers using 5G slicing are the boldest moves in this direction we have seen in Europe, and present challenges and opportunities going forward.
Ben Woods, head of creator economy at Enders Analysis said the size of Perplexity’s planned budget shows the company is serious about creators as a promotional channel. But he said he doesn’t see the move primarily as an attempt to overcome wider concerns about AI safety.
“This is about getting potential users interested in AI’s usefulness and practical benefits,” Woods said. “Especially around why a user should adopt one AI tool over another.
“Most audiences are not afraid to challenge their favourite creators if a partnership feels disingenuous or the messaging becomes too corporate,” Woods said.
IBC 2026: Break and rebuild
14 September 2026IBC 2026 showcased broadcaster responses to audience fragmentation: IP is dismantled and repackaged into different formats. This requires discipline, as oversupply could alienate rather than build fandoms.
AI agents can provide the velocity broadcasters need to keep up with emerging social media trends. But human editors will remain the safety net to safeguard against potential missteps.
AI and cloud-driven production enables more fluid creative processes, based on an enhanced understanding of the editorial context surrounding media content. The financial upside hasn’t yet been definitely proven, however.