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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

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The UK charity sector’s role in sustaining the fabric of communities is increasingly important as poverty spreads during the worst cost-of living crisis since the 1970s, at the same time as donations are weaker and costs are rising.

Media play a crucial role in raising the awareness, engagement and donations to charities by individuals, the bedrock of income. Selected case studies of TV, radio and the press show how charities leverage their unique qualities to engage audiences across the UK.

We highlight Gordon Brown’s landmark anti-poverty community-based Multibank initiative, which gifts essentials to those most in need, and has vital support from Sky, the Financial Times and News UK.

Q1 was always going to be tough for Vodafone with lower in-contract price increases a very significant drag on performance (across the sector), TV losses in Germany ramping up, and ongoing struggles to turn around broadband performance there. A deterioration in German mobile is an unwelcome addition.


Encouragingly, Vodafone continues to optimise its portfolio and is guiding to a U-shaped recovery, with Q2 particularly weak and B2B driving a better 2H.

While there are particular headwinds this year and tailwinds next which point to an improving outlook, better operational performance remains critical to the company's future, and we continue to await evidence of this.

Alice Enders, a leading media analyst who has advised News Corp, said: “It’s quite extraordinary that Rupert is proceeding this way against the economic interests of the three siblings relative to Lachlan, because if he loses the trial, he completely loses face and authority.” Ms Enders added: “I would not see Rupert ever retreating from getting his way on this matter.”
“I think this is a mistake by Rupert Murdoch, to seek to change the terms in a way that would obviously potentially endanger the economic interests of the three other siblings,” says Alice Enders, head of research at Enders Analysis, a media research company. “This document was leaked to The New York Times, obviously. I don’t believe in the succession battle story, that what James wants to do is actually take over Fox and change it to a CNN. But they are quite right to defend their economic interests.” “This is a very sad day for the Murdochs,” she adds. “Because if this had not happened, they would have remained a united family.“
Karen Egan, a telecoms specialist at Enders Analysis, said that inflation-linked rises helped firms to offer competitive upfront deals to entice new customers and to make up for the fact that it had become harder to make profits in other areas. “Traditionally operators made their real profits from things such as roaming, international calls and out-of-contract pricing. Regulation has really chipped away at many of these, leaving operators with fewer and fewer ways to make money.”
Amazon Prime Video has also signed a deal in several territories, including France, to broadcast NBA games. French fans will therefore have access to American basketball from 2025. "This is an indication that Amazon does not intend to stop in sports and could have even more appetite in Europe," notes François Godard. According to Enders' calculations, all sports combined, Amazon will spend "at least" 3.3 billion euros on an annual basis from 2025. "The platforms are present in all the major calls for tender, particularly in the United States, becoming direct competitors of traditional broadcasters," continues Christophe Lepetit.

Google has permanently shelved the 2025 deadline for removing all third-party cookies from Chrome, but publishers should prepare for much higher rates of users blocking cookies. 

The online economy is still moving towards more privacy and user controls on the major platforms, with Android the next target for the Privacy Sandbox. 

Regulators are increasingly setting the terms online, limiting Google's freedom of movement, and with the conflict between competition and user privacy protections defining the next phase of the internet.

The next generation of the largest and most powerful 'frontier' AI models will be a key test for the pace of AI progress, with OpenAI's upcoming GPT-5 the most highly anticipated.

For OpenAI, the stakes are high, facing a growing assortment of rivals and with huge spend on training and running models to recoup. Staying at the cutting edge is key to justifying itself to the big tech backers on which it depends.

If OpenAI can deliver technology that matches its ambitious vision for what AI can be, it will be transformative for its own prospects, but also the economy more broadly. Falling short could be fatal.