Reports
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Mobile revenue growth and outlook Q4 2011: from bad to worse
March 19, 2012
$2,500.00In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). ... -

Themes from Mobile World Congress
March 19, 2012
$2,500.00Mobile operators, services and handset makers are diverging they all come to the MWC but have increasingly little to say to each other as their businesses mo ... -

A U-turn at the Competition Commission?
March 14, 2012
$2,500.00The CC seems to be preparing to reverse its provisional conclusion that Sky's hold over premium movies is damaging competition.Sector Public Policy. -

Iliad gears up its investment
March 13, 2012
$2,500.00Iliad accelerated fixed line subscriber recruitment in 2011 thanks to a substantial increase in capital expenditure on its Révolution box, shrinking its cash f ... -

Print media outlook: make the most of 2012
March 9, 2012
$2,500.00We forecast print media advertising will be down by about 4% in 2012, with national newspaper display roughly flat, performances we envisage will be seen as a t ...Sector Print Media. -

The new iPad: solid, predictable and devastating
March 8, 2012
$2,500.00Apple refreshed the iPad yesterday, delivering few surprises, a market leading product and a set of features that we expect to ensure continued dominance into 2 ... -

Sky Italia vs Mediaset Premium
March 6, 2012
$2,500.00Sky Italia's strategy of selling low-priced satellite packages and HD set-top boxes has sharply reduced profitability, but helped subscriber growth. Escalating ...Sector Pay TV. -

Transformation buds: ITV FY 2011 results
March 5, 2012
$2,500.00Year-on-year increases of 4% in total revenues, 13% in EBITA before exceptional items and positive net cash for the first time in seven years sees ITV much more ...Sector FTA TV. -

UK cinema: 3D loses lustre
March 1, 2012
$2,500.00In 2011, UK admissions were up 1% on 2010 and box office receipts rose 5% to just over £1 billion. Retail revenues were flat and screen advertising fell sharpl ... -

TiVo in demand
February 29, 2012
$2,500.00TiVo is central to Virgin Media's strategy for building value in its cable platform, offering next generation applications and software search, recommendations ...Sector Pay TV. -

PC and mobile UK internet trends H2 2011
February 28, 2012
$2,500.00Three drivers are increasing UK internet consumption: a growing number of older PC internet users; digital natives, especially younger people with high incomes, ... -

UK fixed telecoms market: broadband and telephony trends to Q4 20 ...
February 27, 2012
$2,500.00In this presentation we show our analysis of trends in UK broadband and telephony to December 2011, based on the published results of the major service provider ...Sector Fixed Line (Internet and Voice). -

Launch of Free Mobile
February 22, 2012
$2,500.00The launch of the fourth mobile network operator in France has so far met with dramatic success, gaining around 1.5 million subscribers in the first month, driv ... -

More news under the Sun: launch confirmed
February 20, 2012
$2,500.00News International is to launch the Sun on Sunday on 26 February, seven months after closing the News of the World. In the intervening period, Trinity Mirror h ...Sector Print Media. -

Cable & Wireless Worldwide: Turnaround or acquisition, easie ...
February 17, 2012
$2,500.00Cable & Wireless Worldwide's new CEO Gavin Darby has outlined a turnaround strategy for a business which is not performing that badly in context, against th ... -

Facebook – the IPO effect
February 14, 2012
$2,500.00Facebook's IPO prospectus confirms that the social network is an internet colossus, with 845 million users worldwide and $3.7 billion in revenue in 2011. Growt ... -

Virgin Media Q4 2011 results and strategy update: speed bumps
February 13, 2012
$2,500.00VMed's Q4 results were again mixed, with underlying cash flow growth hit by high capital expenditure primarily relating to accelerating TiVo box installations. ... -

Enders Analysis’ Annual Conference
February 12, 2012
$2,500.00Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 19 January 2012. The event featured talks by 13 of t ... -

Vodafone Q3 2011/12 results: Economic slowdown
February 10, 2012
$2,500.00Vodafone Europe's underlying revenue growth declined by 0.7 percentage points in the December quarter, with its Southern European operations continuing to strug ... -

Platform wars, app stores and ecosystems
February 9, 2012
$2,500.00Around 125m smartphones and over 20m tablets were sold in Q4 2011. If tablets are included, Apple is now the largest PC manufactur ...