Enders Analysis

Filter by

Filter by

  • New
    August 4, 2020

    Too big to derail – Facebook unmoved by its advertiser boyc [...]

    ,
    Facebook grew revenues by 11% in Q2. This rate is higher than investors expected, but still driven to record lows by the pandemic slowdown. It forecasts 10% growth in Q3  
    Sector .
  • New
    August 3, 2020

    Vodafone UK: Growth dips due to COVID and more

    ,
    Vodafone’s performance this quarter was hit both by COVID and an underlying deterioration in its operational momentum—disappointing given regulatory easing and easier comparables  
    Sector .
  • July 29, 2020

    TalkTalk UK: Post-lockdown challenges and opportunities

    ,
    TalkTalk started its new financial year with revenue growth declining to -8% in Q1, although this is partly lockdown-related, and costs have also declined as churn plummeted  
    Sector , .
  • July 28, 2020

    HBO Max: Failing to generate retail momentum

    ,
    In a cautionary note on the prospects of the SVOD boom, the 27 May US launch of direct-to-consumer video service HBO Max did not save its parent company Home Box Office from a 5% year-on-year (YoY) decrease in revenues in Q2 2020.  
    Sector , .
  • July 22, 2020

    UK Betting & gaming advertising – Inadequate solution [...]

    ,
    The Betting and Gaming Council (BGC) which represents 90% of the UK’s betting and gaming industry (but not the National Lottery/other lotteries) announced its withdrawal of all TV and radio advertising for casino, slots and bingo during lockdown
    Sector , , .
  • July 20, 2020

    UK TV broadcasters – Silver linings from COVID-19

    ,
    Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before
    Sector , , .
  • July 15, 2020

    UK Huawei ban – Counting the cost

    ,
    Press reports suggest that the restrictions on Huawei equipment may morph into a full ban, with new installations stopping soon and existing equipment to be removed by 2029
    Sector , , .
  • July 14, 2020

    Cinema’s post-pandemic future

    ,
    Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before
    Sector , , , .
  • July 13, 2020

    Canal+: Time to reclaim its ‘national champion’ mojo

    ,
    The pay-TV platform’s revenue has almost stabilised in France, while positioning has shifted to that of an aggregator—thanks to deals with Netflix, Disney+ and BeIN Sports
    Sector , , .
  • July 6, 2020

    Telecoms and pay TV – Opportunities beyond lockdown

    ,
    The Disney Channel, Disney XD and Disney Junior will cease to be broadcast in the UK. Carriage negotiations with the major platforms have clearly been going on for some time, with the March agreement for Sky Q to carry the new SVOD service Disney+ completed without any reference to the linear channels.
    Sector , , , .
  • July 2, 2020

    UK broadband, telephony and pay TV trends Q1 2020 – No foot [...]

    ,
    Market revenue growth plummeted to -2% in Q1 2020, with a lack of premium sports pay TV revenue the biggest factor
    Sector , , .
  • Cybercrime as a Service
    Cybercrime as a Service
    July 2, 2020

    India bans Chinese apps – 59 apps removed including TikTok

    ,
    India announced on Monday it has banned 59 Chinese apps including TikTok, an unprecedented move. The decision follows clashes on 15-16 June in the Himalayan border region of Ladakh which left 20 Indian soldiers dead. The Indian government quickly released a statement declaring that the apps are “prejudicial to sovereignty and integrity of India, defence of India, security of state and public order” and accused the apps of “stealing and surreptitiously transmitting users’ data in an unauthorised manner to servers which have locations outside India”.
  • June 30, 2020

    Times Radio UK – A slow-build acquisition strategy

    ,
    Times Radio launches as an ad-free commercial speech radio service on DAB and online. By extending brand reach, it forms part of the marketing funnel to convert listeners into subscribers
    Sector , , .
  • June 29, 2020

    Disney kids’ channels – Ceasing operation in the UK

    ,
    The Disney Channel, Disney XD and Disney Junior will cease to be broadcast in the UK. Carriage negotiations with the major platforms have clearly been going on for some time, with the March agreement for Sky Q to carry the new SVOD service Disney+ completed without any reference to the linear channels.
    Sector , , , .
  • June 24, 2020

    European football – An opportunity to reset

    ,
    The COVID-19 crisis is compounding the already grim revenue prospects for upcoming football rights sales in continental Europe
    Sector , , , .
  • June 22, 2020

    Online consumer reviews – Platforms reach for the stars

    ,
    Online reviews are a vital input for consumer decision-making. However, reviews are easy to manipulate, and widespread fraud is undermining credibility and raising the issue of consumer protection
    Sector , , .
  • June 19, 2020

    TalkTalk UK – Cost savings drive earnings in a challenging [...]

    ,
    TalkTalk grew EBITDA by 10% in 2019/20, an impressive cost cutting driven result, with revenue and gross margin falling as the company struggles with the move to high speed
    Sector , .
  • June 17, 2020

    UK pandemic economy – The uncertain road ahead

    ,
    In April, the first full month of lockdown, UK’s GDP fell by 20.4% month-on-month, the steepest decline on record, with further reduction expected in May. On 15 June, some non-essential premises re-open, but activity for the rest of the year will be depressed by social distancing—the UK’s recession in 2020 is certain to be the steepest on record
    Sector .
  • June 17, 2020

    European mobile in Q1 2020 – Robust until recession

    ,
    European mobile service revenue growth strengthened very slightly to -0.3% this quarter but, with many positive and negative factors at play, it would be wrong to conclude that we evidenced a convincing improvement in momentum
    Sector , .
  • June 15, 2020

    UK Broadcast television – Troubling trends in lockdown

    ,
    Even with lockdown continuing and competition for time still almost non-existent, linear viewing is heading back towards 2019 levels after its big, early boost
    Sector .
  • June 10, 2020

    Netflix – Looking towards 2025

    ,
    Netflix had an excellent first quarter in 2020 with the tail end encompassing lockdown and likely eliminating churn, as usage exploded
    Sector .
  • June 9, 2020

    Trends shoring up – UK mobile market in Q1 2020

    ,
    The slow recovery in UK mobile continued this quarter with a 1ppt improvement in service revenue trends
    Sector .
  • June 4, 2020

    Women and UK TV – Insights from our conference in December [...]

    ,
    In the past five decades, women have acquired an unparalleled financial autonomy by participating in higher education, joining the workforce and becoming entrepreneurs, despite still present barriers
    Sector .
  • May 29, 2020

    Quibi – Adjusting expectations

    ,
    For an unproven service to attract 1.3 million active users in its first five weeks is impressive. But by its own account, Quibi’s launch underwhelmed
    Sector .