Just Eat Takeaway.com's orders rose 57% in Q4 2020

 "European food-ordering firm Just Eat Takeaway.com NV said on Wednesday it had received 57% more orders in the fourth quarter than a year earlier, as strict social distancing rules and work-from-home trends continued to boost online orders.

Order growth accelerated from a 46% jump in the third quarter, as countries across Europe went back into lockdown due to swelling numbers of coronavirus infections.

Takeaway’s orders were up 56% in Germany and 58% in the United Kingdom. Restaurants in the Netherlands delivered 39% more meals through the company’s platform.

The company said it expects revenue to have jumped more than 50% in the whole of 2020, with an adjusted earnings before interest, taxes, depreciation and amortisation (EBITDA) margin of around 10%."

Source:  Reuters, 13th January 2021

Netflix is the second largest TV company in Europe by revenues

 "Since launching in 2012, Netflix has grown rapidly in Europe. By 2016, it had launched its services across the whole of Europe, and passed the $1 billion revenue milestone. By 2017, it had the largest customer tally of any subscription TV business in Europe. And by 2020, it reached another milestone. Last year, Netflix had become the second largest entity in Europe in terms of revenues, behind only Comcast (which owns Sky’s operations in Europe), and overtaking the German public broadcaster ARD. It would seem that there is no limit to Netflix’s meteoric rise as it helps itself to a greater portion of the audio-visual revenues. In 2020, Netflix alone accounted for more than 6 per cent of all European TV revenues.”"

Source:  Ampere Analysis, 14th January 2021

Digital ad expenditure in Europe reached €64,8bn in 2019

"IAB Europe, the leading European-level industry association for the digital advertising and marketing ecosystem, announced at its virtual Interact conference today that digital advertising grew 12.3 percent in 2019 to €64.8bn, driven by strong growth in out-stream video, mobile and social spend. On average €4bn has been added to the digital advertising market every year since 2006.
2020 Digital Advertising Forecast
Given the impact that COVID-19 that had on the industry’s operations and investments, the 2019 results were accompanied by a 2020 forecast for digital investment by IAB Europe’s Chief Economist Dr. Daniel Knapp. In its April 2020 forecast, the IMF predicted that Covid-19 and the global lockdown will spark the worst economic recession since the Great Depression of the 1930s. Knapp modelled his forecasts on macroeconomic indicators, paired with industry data to estimate a decline of 16.3% for Europe (including the UK). However, Knapp highlighted that digital is looking to be the least affected advertising media, predicting a decline by -5.5% in 2020 in Europe compared to a stronger contraction (-21.3%) for other media.
2019 Digital Advertising Investment
The AdEx Benchmark study is the definitive guide to advertising expenditure in Europe, covering 28 markets, and is now in its fourteenth year. In 2019, a total of twenty-one markets experienced double-digit year-on-year growth.
Video grew by nearly 30 percent to almost €10bn; out-stream was the driving force behind this growth with an increase of 36 percent. In some markets out-stream experienced growth of more than 40 percent, for example Finland, Greece and the UK.
Social is fueling display growth across Europe, up 25.6 percent year-on-year with double-digit growth in all twenty-eight markets. Search remains the largest online advertising category in terms of revenue with a growth of 11.8 percent and a market value of €28bn. Total mobile ad spend grew by 24.9 percent in 2019 to exceed €30bn to account for nearly half (47 percent) of all digital ad spend in Europe.
[...]
The IAB Europe AdEx Benchmark study divides the digital ad market into three categories: Display, Search and Classifieds and Directories. Growth in these advertising formats has been underpinned by shifting uses in devices and changing consumption patterns.
[...]
CEE continues to dominate the growth in Europe and in 2019, as in 2018. The top five largest growth markets all came from the CEE region:
Serbia – 28.4 percent
Ukraine – 28.0 percent
Belarus – 25.2 percent
Croatia – 22.3 percent
Turkey– 19.1 percent

Top 10 rankings (by market size) are:
UK – €21.4bn
Germany – €9.4bn
France – €6.1bn
Russia – €4.9bn
Italy – €3.2bn
Spain – €3.2bn
Sweden – €2.3bn
Netherlands – €2.3bn
Switzerland – €1.8bn
Norway – €1.3bn"
Source:  Press release from IAB Europe, 3rd June 2020
Download the 25 page presentation here

Digital ad spend across Europe grew to €55bn in 2018

"IAB Europe, the leading European-level industry association for the digital advertising ecosystem, announced at its annual Interact conference today in Warsaw that digital advertising grew 13.9 percent in 2018 to €55.1bn, driven by strong growth in video, mobile and social spend. This is the fastest growth since 2011 and has seen the market more than double in size since 2012.
The AdEx Benchmark study is the definitive guide to the state of the European digital advertising market, covering 28 markets, and is now in its thirteenth year. In 2018, a total of twenty-one markets saw double-digit year-on-year growth
Out-stream video and mobile both dominated results in 2018, as they both grew by double-digits in all twenty-eight markets in the study. Out-stream video grew by 44.7 percent on average, compared to in-stream at 19.7 percent. Overall, video grew by 30.9 percent, to €7.6bn, accounting for 33 percent of the display market.
Search remains the largest online advertising category in terms of revenue with a growth of 12.5 percent and a market value of €25bn.
Social is fueling display growth across Europe, growing 33.7 percent year-on-year and now accounts for 49 percent of display.
Total mobile ad spend grew by 31.4 percent in 2018, to €22.8bn, and now accounts for 41 percent of all digital ad spend across Europe.
[...]
The IAB Europe AdEx Benchmark study divides the digital ad market into three categories: Display, Search and Classifieds and Directories. Growth in these advertising formats has been underpinned by shifting uses in devices and changing consumption patterns. In 2018, Display has closed the gap with Search, growing by 17.5 percent to account for 42.2 percent of all spend.
[...]
In 2018, the top five largest growth markets all came from the CEE region:
Ukraine – 26.9 percent
Russia – 24.9 percent
Belarus – 23.6 percent
Czech Republic – 20.9 percent
Serbia – 20.1 percent
Norway entered the top 10 in 2018, with further gains by Spain and Sweden.
Top 10 rankings (by market size)
UK – €18.4bn
Germany – €7.2bn
France – €5.2bn
Russia – €4.1bn
Italy – €2.9bn
Netherlands – €2.2bn
Spain – €2.2bn
Sweden – €2.1bn
Switzerland – €2.0bn
Norway – €1.1bn"

Source:  Press release from IAB Europe, 4th June 2019

1/3 of the largest US newspaper sites are blocking European visitors due to lack of GDPR compliance

"Websites had two years to get ready for the GDPR. But rather than comply, about a third of the 100 largest U.S. newspapers have instead chosen to block European visitors to their sites."

Source:  Nieman Lab, 7th August 2018

4G connections overtook 3G connections in Europe in 2017

"According to Dataxis  research, the total Mobile SIM market in Europe is becoming saturated, the subscriber growth is mostly due to rapid adoption of 4G and M2M.
At the end of 2017, there were 340 million 4G subscribers in Europe, accounting for 33 per cent of the total mobile subscribers (excluding M2M). 4G connections overtook 3G in 2017 and is expected to reach 64 per cent of the total by 2023 in Europe. M2M will grow at a compound annual growth (CAGR) of 9 per cent during the forecast period of 2017-23, accounting for 17 per cent of the total, reaching 193 million connections, in 2023."

Source:  Advanced Television, 25th July 2018

Digital ad spend in Europe doubled from 2012 to 2017

"At its annual Interact conference today, IAB Europe announced that digital advertising grew 13.2% in 2017 to €48bn, driven by strong growth in social, mobile and video investment.
The AdEx Benchmark study is the definitive guide to the state of the European digital advertising market and is now in its twelfth year. A total of twenty markets grew double-digit. Mobile dominated with double-digit growth in all 27 markets in the study. Mobile display grew by more than 40% and now accounts for 42% of total display advertising whilst video now accounts for more than a quarter of total display. Social grew at a similar rate at 38% and increased its share of display whilst video grew by 4x the rate of non-video display at 35%. The growth in video is driven by out-stream advertising which experienced a 73.4% growth compared with in-stream at 6.9%.
[...]
The IAB Europe AdEx Benchmark study divides the digital ad market into three categories: Display, Search and Classifieds and Directories. Growth in these advertising formats has been underpinned by shifting uses in devices and changing consumption patterns.
Display advertising outperformed search and classifieds with a growth rate of 14.9% to a value of €19.3bn. Search is still the largest online advertising category in terms of revenue with a growth of 14.4% and a market value of €21.9bn.
[...]
The top 3 individual growth markets reveal strong growth in the CEE region:
Belarus – 33.9%
Serbia – 23.7%
Russia – 21.9%
There was also strong growth in the most mature markets (in line with or above the European average) such as the UK (14.3%), Norway (16.6%), Sweden (18.4%), Switzerland (12.5%) and Denmark (9.7%) demonstrating that maturity doesn’t hinder opportunity for further innovation and growth.
Top 10 rankings (by market size)
UK – €15.6bn
Germany – €6.6bn
France – €5.1bn
Russia – €3.3bn
Italy – €2.6bn
Sweden– €1.8bn
Netherlands – €1.8bn
Switzerland – €1.8bn
Spain – €1.8bn
Belgium – €1bn"

Source:  Data from the IAB & PwC, 23rd May 2018

European digital ad spend rose to over €40bn in 2016

"At its annual Interact conference today, IAB Europe announced that online advertising grew 12.2% in 2016 to €41.8bn establishing itself as the dominant advertising medium in Europe.
The AdEx Benchmark study is the definitive guide to the state of the European online advertising market and is now in its eleventh year. The research demonstrates that online advertising continues to surpass TV advertising. All markets participating in the study recorded positive growth, a total of twenty markets grew double-digit for the third year running (three markets recording 30%+ growth. Mobile continues to drive the growth with both mobile display and mobile search seeing 50%+ growth in 2016. Mobile dominates across all markets with a 100%+ growth rate in some markets.
Mobile display now accounts for €5.4bn and continues to grow its share of the display market to 33.3%, with a growth rate of 53.3% compared with 2015.
Video which is considered as a key channel for delivering brand advertising campaigns, according to IAB Europe’s Attitudes to Digital Video Advertising report, continues to experience strong growth to a share of 18.2% of the total display market.
[...]
The IAB Europe AdEx Benchmark study divides the online ad market into three categories: Display, Search and Classifieds and Directories. Growth in these online advertising formats has been underpinned by shifting uses in devices and changing consumption patterns.
Display advertising outperformed other categories for the third year in a row with a growth rate of 13.8% and a value of nearly €16bn.
Search continues to be the largest online advertising category in terms of revenue with a growth of 12.9% and a market value of €19.1bn. It continues to be the largest online advertising format in terms of revenue.
[...]
Top 3 Individual growth markets were:
Romania – 36.9%
Slovenia – 32.2%
Ireland – 31.4%

Top 10 Rankings
UK – €14.2bn
Germany – €5.9bn
France – €4.2bn
Russia – €2.6bn
Italy -€2.3bn
Netherlands – €1.7bn
Spain – €1.6bn
Sweden – €€1.6bn
Belgium – €0.9bn
Switzerland – €0.9bn"

Source:  Press release from IAB Europe, 23rd May 2017

Netflix and Amazon account for nearly 2/3 of Western European SVOD subscriptions

"Netflix will remain the dominant force in Western European SVoD for the next five years, according to Digital TV Research. However, Amazon Video will provide a stiff challenge as the firm estimates that 15 Western European countries will offer Amazon Prime Video by end-2017.
Netflix’s share of Western European SVoD subscribers will fall from 51 per cent in 2015 to 47 per cent by 2021. However, Amazon’s share will grow from 14 per cent in 2015 to 21 per cent by 2021. So, these two companies control two-thirds of the region’s SVoD subs."

Source:  Advanced Television, 8th December 2016

Digital ad spend in Europe grew by 13.4% Y-o-Y in H1 2016

"The AdEx Benchmark H1 2016 study reveals that mobile was central to the growth of online advertising across all formats; mobile display grew by 61.3% and mobile search by 57.3%. Mobile display was particularly prominent in the CEE region where it experienced a growth of more than 100%. The CEE region helped to drive the overall growth with an increase of 16.2% whilst the more mature markets in Western Europe experienced a growth of 13.1%.
Display advertising growth continues to outpace search*; display grew by 18.2% and search by 13.3%. Display reached nearly €7bn in H1 2016 representing 37% of total online advertising whilst search accounts for 47%. Indeed, in Central and Eastern Europe display experienced a 27.1% growth, the highest of all formats, suggesting an improvement in targeting, formats and data strategies for brand advertising."
Source;  Press release from IAB Europe, 23rd November 2016

Snapchat has 150m daily users, inc 50m in Europe

Imran at Snapchat says 50 million daily users in Europe, 150M daily overall, of course #dmexco2016 pic.twitter.com/7iFfSatwL4

— Garett Sloane (@GarettSloane) September 14, 2016

Digital ad spend in Europe grew to €36.2bn in 2015, overtaking TV

At the 10th edition of its annual Interact conference today, IAB Europe announced that online advertising grew 13.1% to a market value of €36.2bn in 2015 surpassing the €33.3bn European TV market.
The AdEx Benchmark research – the definitive guide to the state of the European online advertising market – revealed a €30bn net addition to the online ad market in the last 10 years. All markets participating in the study recorded positive growth, a total of twenty markets grew double-digit for the second year running (three markets recording 30%+ growth, a further nine showing 20%+ growth and a further eight 10%+ growth). Mobile and video formats continue to show strong growth.
Townsend Feehan, CEO of IAB Europe, commented “These results confirm the lead position for digital advertising in the European media landscape echoing today’s digital first consumer environment. Given the ever-increasing contribution of digital advertising to the economy and its role in the delivery of digital content and services we must continue to foster European innovation and empower our businesses to compete across the globe.”
The IAB Europe AdEx Benchmark study splits the online ad market into three broad segments: Display, Search and Classifieds and Directories. Growth in these online advertising formats has been underpinned by shifting uses in devices and changing consumption patterns.
Display advertising outperformed other categories with a growth rate of 17.4% and the pace of Display growth further accelerated versus 2014. In 2015, the total value of the Display ad market was €13.9bn.
Search showed growth of 12.6% – and a market value of €16.9 billion. It continues to be the largest online advertising format in terms of revenue, and has increased its growth in 2015 after a slight decrease in 2014.
[...]
Mobile and video continue to be the key growth drivers of the European online ad market and this becomes increasingly apparent when looking at the more advanced mobile economies (like the UK and Ireland) where nearly 50% of online advertising is now generated on mobile.
Mobile display now accounts for €3.5bn or 25.4% of the display market, with a growth rate of 60.5% compared with 2014. Online video advertising also showed strong growth, now representing 16.7% of the display market.
[...]
The top 10 list of markets are as follows. Top 3 Individual growth markets were:
Ireland 29.0% growth
Bulgaria 22.3% growth
Poland 21.8% growth
Top 10 Rankings
UK – €11.8bn
Germany – €5.8bn
France – €4.2bn
Italy – €2.1bn
Netherlands- €1.6bn
Russia – €1.5bn
Sweden – €1.3bn
Spain – €1.2bn
Denmark – €0.8bn
Switzerland – €0.8bn

Source:  Press release from IAB Europe, 11th May 2016

Smartphone ownership around the world

Source:  Pew Research Centre, 22nd February 2016
(So many stats in the full report!)

Online advertising grew 9.7% Y-o-Y to €16bn in Europe in H1 2015

"IAB Europe, in collaboration with IHS Technology, has today published the first ever AdEx Benchmark H1 2015 report1. The report reveals that online advertising grew 9.7% on a like-for-like basis to a value of €16bn for the first half of 2015 from €14.6bn in H1 2014 and is expected to reach almost €34bn for the full year.
The H1 2015 report reveals that CEE helped to drive the growth with a double-digit increase of 12.9% whilst the more mature markets in Western Europe also experienced a growth of 9.3%.
Display advertising now accounts for €5.6bn of all online advertising spend with a growth rate of 13.0% and indeed in Western Europe display experienced a 12.6% growth, the highest of all formats, suggesting an improvement in targeting, formats and data strategies for brand advertising.
Mobile continues to takes a more central role in consumer’s lives and 61% of European consumers now use a smartphone2. It is no surprise then that mobile display advertising spend increased 57.5% surpassing the €1bn in the first half of this year and accounting for 24% of all display advertising. Video also continues to flourish surpassing the €1bn mark as publishers develop their video monetisation strategies."

Source:  Press release from the IAB Europe, 9th December 2015

Smart devices - phones and tablets - per head in Europe

"Flurry from Yahoo currently tracks over 725,000 apps across 564 million devices in Europe. All Europeans love their smart devices, but there are marked differences in usage and preferences across the continent. Let’s take a look.
For this analysis, we focused on the top 10 European countries by total population: Russia, UK, Germany, France, Italy, Spain, Netherlands, Ukraine, Poland, and Sweden. We next compared the total population and Gross National Income (GNI) per capita of these countries, to the number of iOS and Android devices Flurry Analytics tracked in each of these countries throughout October 2015. GNI is a measure of a country’s wealth, as calculated by the World Bank in constant US dollars."

Smart TV ownership in broadband homes in Europe

Source:  Parks Associates, 20th October 2015

Kids influence family purchase decisions

"Kids have a lot of influence. Almost all children participate in decision-making processes about purchases. Across categories, parents take their kids’ opinions very seriously. The areas where kids have the most influence are toys (88%), fashion (79%) and places to go (79%). Additionally, 54% of parents say their kids always or often accompany them to the grocery store.
Parent-child relationships are very close. Two-thirds of parents claim to be closer to their kids than their parents were to them, illustrating how much parents trust their children today. Additionally, 9 out of 10 parents say they frequently ask their child’s opinions about purchases, and 4 in 10 confirm that their children are more knowledgeable than them about several product areas (especially toys and gaming).
Kids have the word. Children 6 to 13 often initiate conversations about products, with nearly 90% asking their parents about new things they’ve heard of. Parents listen, too–two-thirds say their children influence them strongly on what to buy.
Kids have money to spend. With 6 in 10 Northern European children getting pocket money, their spending power is significant—adding up to more than 3 billion Euros per year across the six markets in this study.
TV is most relevant. Apart from conversations with parents and friends, TV ads are most central to kids’ discovery of new products. Not only do 80% of kids get ideas about what they want from them, 81% tell their parents about cool TV ads they’ve seen. Kids’ high-level use of laptops, tablets and smartphones demonstrates the importance of multi-platform targeting for advertisers."
Source:  Research on Northern Europe by Viacom, reported on their blog, 25th September 2015

Estimated ad-blocker usage by country in Europe

Source:  Research by PageFair and Adobe, 10th August 2015

Digital Ad Spend hit €30.7bn in Europe in 2014; Mobile is 17% of display spend

"At the 9th edition of its annual Interact conference IAB Europe today announced that online advertising grew 11.6% to a market value of €30.7bn in 2014.
The AdEx Benchmark research – the definitive guide to the state of the European online advertising market – revealed that online advertising achieved double digit growth for a fifth consecutive year.
All markets participating in the study recorded positive growth and twenty markets grew double-digit. Mobile and video ad spend continued on their strong growth curves and are now a significant proportion of display and search ad spend.
Townsend Feehan, CEO of IAB Europe, commented “The AdEx Benchmark results highlight the importance of digital advertising for growth in Europe’s economy. We need to ensure that digital advertising enables the European digital sector to compete across the world.”
Display, Search and Classifieds
The IAB Europe AdEx Benchmark study splits the online ad market into 3 broad segments: Display, Search and Classifieds and Directories. Growth in these online advertising formats has been underpinned by shifting uses in devices and changing consumption patterns.
Display advertising outperformed other categories with a growth rate of 15.2% and the pace of Display growth further accelerated versus 2013. In 2014, the total value of the Display ad market was €10.9bn.
Search showed growth of 10.8% - and a market value of €14.7 billion. It continues to be the largest online advertising format in terms of revenue, but has recorded a deceleration in its growth rate in the last three years.
The 2014 Classifieds and Directories market grew 5.8% to €4.9bn showing growth of 5.8%. Classifieds & Directories benefitted from the improvement in the economy, but is increasingly challenged by Paid-for-search and Data-driven Display to compete for advertising budgets.
Mobile and video are driving growth 
Mobile now accounts for 17.7% of the display market, with a growth rate of 72.5% compared with 2013.
Online video advertising also showed strong growth, now representing 15.1% of the display market.
Eleni Marouli, a Senior Analyst at IHS and author of the report, “The sustained double-digit growth in online advertising in the last five years demonstrates the continual evolution of the online advertising market. The two formats driving this growth in 2014 were mobile and video. The rise of mobile and video is a reflection of the investment and innovation of the online advertising industry to meet advertiser needs, not just a reaction to shifts in consumption trends”
Regional and national pictures
Daniel Knapp, Director of Advertising Research at IHS Technology and author of the research, said, "Our study shows that even the most mature online advertising markets in Europe sustain double digit growth, clearly indicating the economic vibrancy of the sector. This growth is primarily enabled by the proliferation of intelligent data infrastructures. Data is the growth engine behind advertising that serves as a connective tissue between consumers, media and brands.”
The CEE region grew strongly as online advertising is still benefitting from the improvements in broadband infrastructure and the increase in broadband penetration in these markets, which brings more addressable audiences online. However, growth in European online advertising continues to be driven by the most mature online advertising markets in Europe. This is a direct result of investment in formats and targeting capabilities and developing data strategies in a cross-device environment.
As Europe exits the double-dip recession, advertising markets will benefit from increased optimism from brands. Provided that publishers continue to improve their offerings, online advertising spend is well-placed to be the main beneficiary of the larger advertising budgets. Mobile and video will be the primary areas of interest for these brands.
Top 3 Individual growth markets were:
Slovenia 43.1% growth
Ireland 33.3%.growth
Belarus 32.8%growth
Top 10 Rankings
UK - €8.9bn
Germany – €5.4bn
France - €3.7bn
Italy – €1.9bn
Russia- €1.8bn
Netherlands - €1.5bn
Sweden - €1.0bn
Spain – €0.9bn
Denmark - €0.7bn
Norway - €0.7bn"

Source:  Press release from IAB Europe, 21st May 2015

Full presentation here

Multi-Screening is now mainstream in Europe

"During peaktime viewing in the UK, 74 per cent claim to have picked up an internet connected device during TV ad breaks, with very little difference between age groups, social demographics or gender (Craft/Thinkbox ‘Screen Life: TV advertising everywhere’, 2014)
Most TV shows attract some social media commentary, but the shows which attract the most tend to be live sports and reality TV shows – the 2014 BRIT Awards in the UK saw a vast volume of Twitter conversation with 4.2 million Tweets about the show.
42 per cent of French viewers aged 15-60 say that they have engaged with a TV programme via a social network (OmnicomMediaGroup/ Mesagraph – Social Télévision)
37 per cent of Swiss say that it’s “normal” and “commonplace” to use the internet while watching TV (Publisuisse, ‘Media du Future 2017’)
In Spain, 62 per cent of people claimed in 2013 to use a second screen while watching TV – an increase of 11 percentage points compared to the previous year (Televidente 2.0, 2013)
In Sweden, 55 per cent viewers have used another screen (smartphone, tablet or computer) while watching TV (MMS Moving Images 2014:1)
33 per cent of people in Poland have multi-screened and almost half of multi-screening activity (49 per cent) is in order to look at content that is related to what is being watched (Millward Brown ‘AdReaction 2014’)."

Source:  Advanced Television, 21st November 2014

(Lots more stats in the full article)