Analysys Mason Podcast: Recent Episodes
Analysys Mason
Analysys Mason is the world's leading management consultancy focused on TMT, a critical enabler of economic, environmental and social transformation.
Welcome to our AI podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who discuss their AI-related insights, and explore the impact of AI on their organisations and the industry as a whole.
In this episode, Analysys Mason’s Dion Teo, Partner and expert in strategy, talks with Quint Simon, Head of Public Policy, Asia–Pacific and Japan at Amazon Web Services (AWS).
In this episode, Dion and Quint discuss:
- the rapid growth and impact of AI on the TMT industry
- the challenge for regulators to balance innovation with risk management
- examples of how AWS customers use AI for social good
- the emphasis on AWS’s commitment to responsible AI
- the responsibilities of AI developers and deployers
- the role of international standards in promoting innovation and providing regulatory stability.
Find out more about Analysys Mason's AI-related research and consulting services here.
Starlink is revolutionising in-flight connectivity and could dominate the market by offering a combination of speed and affordability. The company's services could become the new standard for in-flight connectivity; the contracts it has secured with airlines such as Air France and United Airlines put it at the forefront of the market. This disruption is forcing incumbents to adapt quickly, pushing them to innovate, expand satellite capabilities and refine pricing strategies. The evolving competition in in-flight connectivity will reshape passenger expectations and redefine the future of connectivity in the aviation sector.
Our space and satellite experts, Christopher Baugh and Shagun Sachdeva, discuss Starlink’s impact on the in-flight connectivity market and what incumbents can do to respond to the intense competition.
Learn more about our satellite mobility programme.
Each year, Analysys Mason looks ahead to predict the major developments that will shape the technology, media and telecoms industry over the coming year. Our predictions for 2025 give industry players the insight to anticipate, and benefit from, emerging trends and gain a strategic advantage in planning for the future.
In this podcast, our experts give their take on the critical importance of resilient network infrastructure, developments in global M&A markets and the emergence of new structures in the world of FTTH.
Read the full predictions here.
2024 was a strong year for satellite manufacturing and launch services: there were large investments for major programmes and a record number of launches. SpaceX continues to dominate the market; it has received more investment and is testing new vehicles. Satellites and constellations for direct-to-device services and space domain awareness, as well as new launch vehicles, have received significant investment and are ready to be launched. However, challenges remain for many satellite operators, launch service providers and vendors. The commercialisation of satellite manufacturing and launch services remains slow and competitive, and these players must adapt to match buyers' concerns.
Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Fran González, Partner, talks with Catherine Bohill, ESG Development and Impact Director at Telefónica.
Fran and Catherine discuss:
- why sustainability matters in telecoms
- key milestones and strategic changes
- challenges in measuring and reporting on ESG
- collaborative efforts to reduce supply chain emissions
- innovation as a driver of sustainability
- the role of industry regulation
- engaging stakeholders and customers on ESG goals.
Telefónica Climate Action Plan
Telefónica Consolidated management report 2023
Telefónica, among the 10 most sustainable companies in the world by ‘Time’
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.
Multi-orbit connectivity is a hot topic for players in the government and military satellite market. Geopolitical instability and reduced barriers to accessing space are leading governments to move past demanding connectivity to demanding quality of service.
Christopher Baugh and Sarah Halpin, experts in satellite and space, discuss how multi-orbit connectivity can offer communication resiliency, diversity and security. They examine the drivers of market growth and assess why multi-orbit procurement is essential for interested parties.
Learn more by visiting our Government and Military Space page.
In this podcast, Gorkem Yigit, expert in network platforms and infrastructure, and Catherine Hammond, expert in enterprise services, discuss the emerging network-as-a-service (NaaS) market. They discuss:
- how NaaS can address enterprise demand for connectivity and IT services
- the main characteristics of an effective NaaS offering
- the opportunities for telecoms operators
- what to expect in the NaaS market in 2025.
Read the associated article, What is NaaS and why is it important?
Welcome to our cyber-security podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what cyber security means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Mary Wack, Manager, and Stela Bokun, Partner, talk with Binil Pillai, Business Strategy Leader for SMB Security at Microsoft, Worldwide.
They discuss:
- cyber-security trends in the small and medium-sized business (SMB) market
- Microsoft’s approach to SMB cyber security
- AI’s role in cyber security
- strategic partnerships and channels for cyber security
- essential cyber-security practices for SMBs
Find out more about how Analysys Mason supports clients throughout the technology, media and telecoms industry to be protected and resilient against cyber threats.
In this episode, satellite and space experts Christopher Baugh and Luke Wyles discuss Analysys Mason's new Space Ground Segment research and insights programme and introduce the main themes and challenges that will be addressed. They examine the pivotal role of virtualisation in satellite ground systems as a foundation for strategic advancements, including cloud-hosted ground stations, multi-mission terminals and end-to-end orchestration, which together help to optimise returns from an increasingly adaptable space segment. Luke also highlights the urgent need for industry players to adopt 3GPP and other telecoms standards to create a more interoperable ecosystem that enhances partnerships between space and terrestrial companies.
In this episode, Analysys Mason’s Maria Tunberg, Partner, talks with John Wernvik, Chief Marketing Officer (CMO) of EcoDataCenter about the challenges of balancing business growth and sustainability goals.
Maria and John discuss:
- integrating environmental, social and governance (ESG) principles in business strategy
- innovations in data centre cooling technology
- local engagement and community integration
- circular ecosystems for data centre operators
- driving sustainability from within the organisation.
This podcast was recorded on 12/09/2024.
In this episode, Claude Rousseau, Research Director at Analysys Mason and expert in space and satellite, speaks with Peter Wilczynski, Chief Product Officer, Maxar Intelligence. They discuss the demand for Earth observation (EO) very-high-resolution (VHR) imagery and its impact on data downlink and artificial intelligence (AI)/machine learning (ML).
Peter shares his knowledge and perspectives on:
- the value proposition for VHR imagery and the specific uses cases that this can enable
- the impact of VHR imagery on data downlink with regards to latency and data rates
- the downstream analytics solutions that have developed as a result of VHR, and Maxar’s role in the downstream market
- the impact and role of AI/ML in EO products and services, and the associated benefits for internal efficiency and customer-facing applications
- how the EO market will move away from being a niche, government/military-focused market to being a more-enterprise-focused space.
Tune in to gain valuable insights and learn more about very-high-resolution imagery and how it is reshaping the Earth observation data downlink and AI markets.
In this episode, Caroline Gabriel, expert in network and cloud strategies and architecture, discusses the latest trends in the submarine cable market with experts Simon Sherrington and Stephen Burton.
They explore the strategic significance of submarine cables in global connectivity and the investment drivers, including the increasing role of hyperscalers such as Google, Meta and Microsoft. Stephen shares insights into Analysys Mason's new Submarine cable database, which tracks over 600 existing and planned cables worldwide, while Simon highlights how geopolitical factors, sustainability and the need for network resilience are shaping future investments. The conversation also touches on the growth of international data traffic and the need for new cable routes, especially for emerging markets.
For more insights, read the related article.
This podcast was recorded on 05/09/2024.
Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Sabre Konidaris, Consultant, Maria Tunberg, Partner, Simon Sherrington, Research Director, and Grace Langham, Analyst, discuss:
- launching Analysys Mason’s Sustainable Networks research programme
- programme deliverables
- notable Analysys Mason sustainability projects
- the importance of sustainability in the technology, media and telecoms industry.
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.
In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, and Adaora Okeleke, Principal Analyst and expert in AI and data management, discuss the current state of AI adoption in the telecoms industry.
Key topics include:
- a high-level view of operators' adoption of AI
- insights into current barriers to adoption
- the implications of adoption barriers on the technology vendor ecosystem.
For more information, see Analysys Mason’s AI research and insights.
Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Simon Sherrington, Research Director, talks with Kelsi Doran, Director of Sustainability Strategy and Business Architecture at Cisco.
Simon and Kelsi discuss:
- building the case for investment in sustainability programmes
- driving action on net-zero emissions
- leading Cisco’s circular economy strategy
- using sustainability to create new business opportunities
- driving ESG accountability within senior leadership
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.
In this episode, Jannette Stewart, Partner and expert in spectrum policy and auction support, and Julia Allford, Consultant and expert in spectrum policy, discuss the evolving role of spectrum in mobile networks. They explore how different frequency bands are key to improving coverage, especially in rural areas, and how spectrum auctions are shifting to address coverage and investment challenges. The conversation also touches on the future of 6G, the role of advanced technologies such as AI and the importance of sustainability in network planning.
For more information, see Analysys Mason’s Harmonised timing of mobile spectrum licensing across Europe: a delicate balancing act and our Spectrum page.
Fixed connectivity remains one of the main drivers of telecoms operators' enterprise revenue and is critical to their participation in high-growth areas such as cloud and security services. Established operators are striving to maintain their dominance in this market, but it has become increasingly difficult for them to stand out from the competition.
In this episode, Tom Rebbeck and Catherine Hammond, experts in operator business services, explore actionable strategies that operators can use to gain a short-term competitive edge in fixed connectivity. Their discussion draws on insights from recent interviews with leading operators across the industry.
Read the associated free article and subscriber reports: Telecoms operator strategies for differentiating fixed connectivity for enterprises: case studies and analysis, Telecoms operator strategies for differentiating fixed connectivity for enterprises.
Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason's Sabre Konidaris, expert in sustainability, talks with Sylvie Lienard, Chief Technology Officer at TOTEM.
TOTEM is a leading telecoms tower company in France and a subsidiary of the Orange Group. It focuses on the development, management and operation of telecoms infrastructure, with a strong emphasis on sustainability and innovation. TOTEM’s mission is to provide high-quality, futureproof connectivity solutions, while minimising environmental impact.
In this podcast, Sabre and Sylvie discuss:
- TOTEM’s pioneering role in sustainable telecoms infrastructure in France
- TOTEM’s 3D investment strategy that integrates ESG principles
- how TOTEM balances revenue growth with environmental responsibility
- insights from TOTEM’s research on the future of telecoms towers
- the challenges and opportunities in reducing carbon footprints in the telecoms industry.
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.
New, large constellations will increase the demand for small satellites. SpaceX and established players will aim to control much of the market, but industry inefficiencies will persist, and small satellite launch service providers will have to find and make a place of their own. Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss how the vendors in this space need to address: the sizeable number of small satellites to be launched; the intensity of competition from established players; and the challenges of technology development.
Read the associated articles - small satellite launchers, satellite providers strategy.
Read the associated report.
Tom Rebbeck, Partner and expert in TMT consumer and business services, discusses telecoms operators' revenue growth initiatives with Stefano Porto Bonacci and Ben Taylor, consumer services experts. They describe the three main strategies that operators worldwide have adopted to increase their revenue.
Learn more in the associated article and report.
In this episode, Claude Rousseau, Research Director and expert in space and satellite, speaks with Minda Suchan, Vice President of Geointelligence at MDA Space. They discuss the intersection of geospatial intelligence and AI in the synthetic aperture radar (SAR) Earth observation (EO) market. Minda shares her knowledge and perspectives on:
- how the complexity in SAR image processing is affecting adoption and insights and how to remove these complexities with AI/ML in end-user downstream analytics markets
- the differentiation that generative AI (GenAI) can bring to customers’ applications in addition to enabling deep learning for insight generation
- the use cases that AI enables, and which use cases will be slow to adopt the technology
- how AI/ML is moving towards self-learning while also automating processes for geospatial intelligence
- when will we see ChatGPT-like platforms being adopted in EO
- the top three recommendations for anyone looking to implement AI/ML in the EO value chain.
Tune in to gain valuable insights from Minda Suchan and learn how AI is reshaping the geospatial intelligence and SAR EO markets.
Find out more about our Earth observation progamme.
Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason's Stela Bokun talks with Kathleen Fiehrer, Sustainability Technologist at Intel.
Intel is one of the world’s largest semiconductor chip manufacturers which, for the last 50 years, has enabled its customers to capitalise on the power of digital technology.
In this podcast, Stela and Kathleen discuss:
- the semiconductor industry's path to net zero and key challenges ahead
- how ESG and sustainability requirements are reshaping business practices and strategies
- Intel's innovative initiatives to reduce carbon footprints and achieve sustainability goals
- the impact of sustainability on the PC market and the importance of repairability.
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.
In this podcast, Christopher Baugh, Partner and expert in space and satellite, and Sarah Halpin, Analyst and expert in space and satellite, discuss the changes in the government and military space market, where dramatic shifts in geopolitical stability are driving market demand and growth worldwide. They explore how innovative approaches to service provisioning are changing the sector’s landscape and discuss the areas in which commercial players see new potential.
The influx of new incumbents such as Starlink and Kuiper, coupled with growing interest in the integration of best practices from commercial satellite communications (comsatcom) and military satellite communications (milsatcom), requires enhanced planning to ensure successful client engagement.
As the complexity of the sector increases, so too does the opportunity for revenue capture. Chris and Sarah discuss how ensuring that engagement strategies target the right time and place will be key.
Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason's Maria Tunberg, Partner and expert in sustainability, talks to Max Engardt, Senior Manager of Asset Management at Infranode.
Infranode is an investor specialising in essential infrastructure, mainly within the Nordic region. The goal of Infranode is to create long-term value for investors and society through responsible and sustainable ownership and management. The focus of its infrastructure investing is within the energy, transport, digital and social infrastructure sectors and it partners with both the private and public sector to create stable, predictable returns.
In this podcast, Maria and Max discuss:
- how Infranode incorporates ESG principles into every aspect of its operations and investments
- Infranode’s Net Zero 2040 commitment and how that is being implemented throughout its portfolio
- the importance of ESG due diligence in investment decisions and its impact on project approval
- the role of active ownership in driving sustainability and the emphasis on health and safety
- establishing measurable and actionable KPIs to ensure sustainability goals are met
- exploring the immediate sustainability opportunities in digital infrastructure
- predictions for the next decade in digital infrastructure, focusing on cross-sector collaborations like using waste heat from data centres for district heating
- the impact of regulatory frameworks on sustainable investment opportunities and strategies.
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.
Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Prachi Kawade, Senior Analyst and expert in space and satellite talks with Chris Rampersad of EarthDaily Analytics.
Chris Rampersad is the Vice President of Engineering at EarthDaily Analytics, a leading Earth observation data services and analytics company in Vancouver, Canada. Chris has over 20 years of experience in the space industry and is an engineering leader and expert in Earth observation technology. In his current role, Chris leads the software and analytics development for EarthDaily Analytics' product suite and directs the ground segment development for the upcoming EarthDaily Constellation.
They discuss the following.
- AI integration. How EarthDaily Analytics uses AI to improve satellite imagery quality and analytics, including cloud masking and land classification.
- Generative AI. The impact of generative AI on earth observation, from short-term benefits to long-term industry transformations.
- Foundation models. The role of foundation models in simplifying and enhancing satellite data processing and analysis.
- Super resolution. Use cases and advantages of super-resolution technology in various sectors, such as agriculture and building detection.
- Future trends. The evolution towards natural language interfaces for easier and more comprehensive data interaction.
- Challenges and risks. The technical and operational challenges of AI in Earth observation and the importance of data quality and engineering.
Find out more about Analysys Mason's AI-related research and consulting services here.
In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Tom Rebbeck, expert in TMT consumer and business services, discuss Vodafone and the issues it faces after the sale of Vodafone Spain, the proposed sale of Vodafone Italy and the proposed merger with Three in the UK.
Read the associated article.
Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation, and David Abecassis, Partner and expert in strategy, regulation and policy, talk with Jennifer Beroshi, Head of Policy Strategy and Development at Google DeepMind.
DeepMind launched in 2010 and took an interdisciplinary approach to building general AI systems. The research lab brought together new ideas and advances in machine learning, neuroscience, engineering, mathematics, simulation and computing infrastructure, along with new ways of organising scientific endeavours.
Jennifer references the Seoul AI Summit, which took place on 21 and 22 May 2024, co-hosted by the governments of the Republic of Korea and the United Kingdom.
In this episode, Paul, David and Jennifer discuss:
- DeepMind and the broader Google ecosystem
- AI applications, systems and specialised use cases
- artificial general intelligence (AGI)
- language models and interfacing with AI
- AI policy regulation and legislation
- safety, risks and AI open models
- the interplay between systems and people
- a future enhanced by AI.
Find out more about Analysys Mason's AI-related research and consulting services here.
Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason's Maria Tunberg, Partner and expert in sustainability and Anurag Dey, Manager and expert in sustainability, talk to Amber Ledgerwood, Head of Social and Environmental Impact at SES.
SES is a global satellite operator based in Luxembourg. Their dedicated ESG team looks for opportunities to leverage SES’s space-based capabilities to advance key sustainable development initiatives – including combatting climate change. SES relaunched their ESG strategy in 2021 to align with the UN’s Sustainable Development Goals (SDGs).
In this podcast, the authors discuss:
- the sustainability and ESG-related opportunities within the space sector right now
- how the space sector can support the sustainability of other industries
- SES’s ESG strategy for both space and earth
- how to measure the success of ESG strategies
- the development of ESG in the space sector and what this will look like in the decade to come
- overcoming the biggest challenges for sustainability within the space sector.
Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation and David Abecassis, Partner and expert in regulation and digital markets talk with Denise Wong, Assistant Chief Executive for Data Protection and Innovation at the Infocomm Media Development Authority (IMDA).
IMDA is a statutory board under the Singapore Ministry of Communications and Information. It leads Singapore's digitalisation journey by developing a vibrant digital economy and an inclusive digital society.
They discuss:
- The Model AI Governance Framework for Generative AI
- Opportunities for Singapore’s AI ecosystem
- Characteristics of emerging AI risks and the need for governance
- The need for global collaboration on AI opportunities and risks
- Data protection and cross-boarder data flows
- Leveraging AI for the public good and creating sustainable long-term impact
Find out more about Analysys Mason's AI-related research and consulting services here.
Business revenue accounted for more than a quarter of operators’ total revenue in 2023 (based on results from around 60 operators detailed in our Business revenue tracker). However, average growth rates fell compared with 2022, mainly due to the difficult economic conditions facing many businesses. IT services such as cloud and security are among the main revenue growth drivers, and our Business-services-related M&A tracker indicates that operators continue to invest in these services despite a sharp fall in the total number of acquisitions in 2023.
In this podcast, Catherine Hammond, Research Director, and Matt Small, Analyst, discuss what is (and isn’t) driving operator business revenue growth and consider the prospects for the rest of 2024.
See our related reports: Operator business revenue: trends and analysis and Business-services-related M&A tracker: trends and analysis.
Starlink is increasingly successful in the broadband market with over 2.6 million subscribers worldwide. Can this translate into success in the skies and will Starlink succeed in the in-flight connectivity (IFC) market? The Starlink Qatar Airways deal is one example of its progress, but in this podcast, space and satellite experts Christopher Baugh and Kerry Vincent-Viry, take a step back to outline Starlink’s IFC journey so far and what the future looks like.
In this podcast, space experts, Christopher Baugh and Prachi Kawade discuss the changes in the Earth observation market, where data has historically been the main revenue driver. They explore the changes that satellite operators, such as Planet Insights, have made in terms of venturing downstream and enhancing their core offerings. Customers are increasingly relying on analytics for decision-making, which is fuelling growth in the value-added services, intellectual property and big data segments. Chris and Prachi forecast that the demand for data and downstream services from commercial and government and military sectors will surge in the next decade.
Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, talks to Dominic Gallello, Managing Director and Head of Digital and AI at Bridgepoint.
Bridgepoint is one of the world's leading private asset growth investors, specialising in private equity and private debt. It has over EUR41 billion of assets under management and a strong local presence in China, Europe and the USA.
Paul and Dominic discuss:
- conducting due diligence projects in the AI era
- the risks and opportunities that GenAI creates for the investor community
- managing investment portfolios in the AI era
- what does an AI-enabled future may hold for businesses and the investor community.
Find out more about Analysys Mason's AI-related research and consulting services here.
In this podcast Martin Scott, expert in video, gaming and entertainment, and Oliver Bruff, expert in fixed broadband services, discuss the impact that the development of metaverse-type applications, such as cloud-rendered XR, will have on fixed network traffic and how these applications will create a need for operators to proactively manage in-home networks with AIOps.
Read the associated article.
Selling ICT services to small and medium-sized enterprises (SMEs) will be the main source of incremental revenue for operators, while their connectivity revenue will be effectively flat. However, operators will only earn a small share of revenue from the largest and fastest-growing of these services – public cloud solutions. Operators will hold a much larger, and growing, share of the SME cyber-security market.
In this podcast, Matt Small and Catherine Hammond, experts in SME services, discuss why operators are in a good position to sell cyber-security solutions to SMEs and what the challenges are when doing this. Matt and Catherine also offer some recommendations for operators that have established enterprise security brands and for those that are mostly new to offering security.
Read the associated article and reports: Approaches to cyber security for SMEs: ten operator case studies and Operator business services for SMEs: worldwide forecast.
In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, and Scott Petty, Chief Technology Officer at Vodafone Group, discuss how AI is affecting Vodafone and its customers.
Topics covered in this podcast
- How GenAI can enhance productivity, drive business transformation, and foster innovation in product and service development
- The opportunities and challenges that AI brings
- AI governance and ethics
- The benefits of AI for Vodafone’s customers
- The role and importance of partnerships with large language model (LLM) solution providers
Find out more about Analysys Mason's AI-related research and consulting services here.
Read the associated articles: The adoption of AI will be ineffective without the right operating models, Scenarios for GenAI and telecoms in 2033 and AI series: who will be the GenAI winners and losers in the TMT industry?
Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason's Stela Bokun, partner and expert in strategy and Paul Jevons, director and expert in tech-enabled transformation talk with Aileen Hannah, SMB Voice of the Customer Director at Microsoft. They discuss:
- the relevance for small and medium-sized businesses (SMBs) of the recent advances in AI and how these advances are shaping the SMB market
- examples of where SMBs have adopted AI and are seeing significant benefits
- why AI might help SMBs to compete with larger companies
- how adoption of AI in SMBs is being driven by employees rather than the business
- the challenges or barriers to AI adoption that SMBs face
- how Microsoft and its technology partners help SMBs with AI adoption
- Aileen’s one key message to the industry on the importance of AI for SMBs.
Find out more about Analysys Mason's AI-related research and consulting services here.
Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, and Tom Rebbeck, Research Partner and expert in TMT consumer and business services, discuss:
- why it is important to think about who the winners and losers will be
- the potential impact of GenAI and the three scenarios that could play out in the TMT industry over the coming years
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- the Navigator scenario: what it looks like and who could benefit
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- the Pilot scenario: a more radical situation, and who is best positioned to take advantage
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- the Explorer scenario: bundling connectivity with other services, and how this could shape the industry
- how telecoms operators and other players in the TMT industry can use the scenarios to help with their GenAI strategies.
Find out more about Analysys Mason's AI-related research and consulting services here.
Read the associated article here.
In this podcast, Martin Scott, expert in video, gaming and entertainment, and Oliver Bruff, expert in fixed broadband services, discuss the impact that Matter will have on the consumer smart home market and the opportunities that it provides for fixed broadband operators.
Read the associated article here.
Satellite direct-to-device technology could solve the challenge of connectivity in remote areas. It is attracting interest from mobile network operators (MNOs), satellite operators and investors. However, is the technology ready to meet customers’ expectations? What is the revenue opportunity today and how will it evolve over time? Join the discussion with satellite and space experts, Lluc Palerm and Christopher Baugh.
Learn more about our satellite strategies for telcos research programme and our report on the satellite direct-to-device market.
Mary Saunders, expert in private networks, and Daniel Beazer, expert in edge and media platforms, discuss Daniel’s recently published article on edge computing in Las Vegas. The city is not considered to be a technology hub but has become a hotspot for edge computing. Mary and Daniel together explore whether there are any lessons that operators and other edge builders can learn from the city’s edge activities or if it will all just have to ‘stay in Vegas’.
Read the associated article.
Caroline Chappell, network API expert, and Tom Rebbeck, TMT business services expert, discuss the telecoms sector’s approach to network APIs and its chances of success. They also talk about the alternatives that developers have, using initiatives such as Open Gateway and CAMARA.
Read the associated article here.
In this podcast Tom Rebbeck, expert in consumer and business services, and Ibraheem Kasujee, expert in private networks, discuss the recently updated private LTE/5G networks forecast. They discuss the size of the opportunity, what it means to the key suppliers in the market, and drivers and inhibitors in the market.
Read the associated article and report, Enterprises will spend USD9 billion on private networks by 2028 but the market will not have reached its potential and Private LTE/5G networks: worldwide trends and forecasts.
Caroline Chappell, expert in cloud native technologies, explains that if operators are serious about network convergence (where siloed network domains are brought together into a single network entity to support new enterprise services such as network slicing and network-as-a-service), then they must acquire a cloud-native programmable network platform as a strategic priority for 2024.
Read the associated article.
In this podcast, Caroline Chappell, expert in cloud-native technologies, discusses a key test for AT&T’s open network credentials. The question is whether AT&T will pair its cloud platform with RAN functions from Ericsson or opt for a third-party telecoms cloud platform. This decision will shape the future capability to run RAN functions from various vendors in the future.
This podcast discusses
- why a horizontal cloud platform is necessary for Open RAN
- why high-capacity network operators (brownfield operators) need to take steps towards adopting Open RAN while incorporating openness into the process
- who the horizontal cloud platform contenders are for AT&T’s Open RAN deployment and who is best placed to win the prize.
Read the associated article.
In the last decade, SpaceX has achieved a near-monopoly on the satellite launch market, due to aggressive moves, improved reliability and delayed competition. At the same time, the company has manufactured more satellites than any other operator for its Starlink constellation and is now planning to sell satellites via its Starshield programme. Given the challenges involved in satellite manufacturing and launch, and SpaceX’s dominance in the market, established and emerging players have shown considerable concern in competing in these markets.
In this podcast, Christopher Baugh and Dallas Kasaboski, experts in satellite infrastructure, discuss the market landscape. They provide insights on how operators and vendors can learn from SpaceX’s trajectory in order to successfully compete in these dynamic growth markets.
Learn more in the associated report.
Verizon and T-Mobile have recently launched new pricing strategies for their unlimited data plans, with early indications of success in generating ARPU growth. Tom Rebbeck, expert in consumer services, and Stephen Day, expert in regional markets, discuss the details of these new plans and explain how operators around the world can learn from them.
Learn more in the associated article.
Mary Saunders, expert in private networks and Daniel Beazer, expert in edge and media platforms, discuss Analysys Mason’s recently published report ‘Edge strategy case studies: operators’ progress’. They talk about the lessons that can be learned from industry leaders in this market and what can be done to encourage more operators to invest in edge computing.
Read the associated article here.
In this podcast, satellite and space experts Christopher Baugh, Dallas Kasaboski, Vivek Prasad and Kerry Vincent-Viry discuss the newest satellite programmes from the NSR team: Satellite Infrastructure, Satellite Capacity and Satellite Mobility. They discuss the key trends that are shaping each market segment, the types of content included, and how each programme will help clients to strategise in a market that is facing significant transformation.
Few commercial propositions for public 5G enterprise services are currently available, but most operators have the capabilities to launch at least a few. Large operators that want to maximise their returns from 5G enterprise services should be building 5G capabilities into their existing end-to-end propositions. For smaller operators, supporting partner services with high-value connectivity may be more appropriate, but even these operators should consider launching a few 5G propositions of their own. In this podcast, Catherine Hammond and Tom Rebbeck, experts in enterprise services, discuss the different options for operators to monetise public 5G enterprise services and how they can achieve their goals more quickly.
The associated article can be accessed here.
In this podcast, consumer services experts Tom Rebbeck and Martin Scott discuss the potential impact of generative AI (GenAI) on telecoms operators and the telecoms sector. They discuss how GenAI can be used by different teams within an operator, how operators are currently using GenAI and how the telecoms market could develop (three different scenarios are discussed).
Learn more in the associated report.
Mary Saunders, expert in private networks, and Daniel Beazer, expert in edge and media platforms, discuss the recently published report on use cases for private wireless networks and edge computing. This is still a new market, but there are some unexpected drivers for adoption emerging, as well as some widely anticipated drivers for adoption that have not yet materialised.
Learn more in the associated report and article, Edge and wireless private networks: use cases and strategies and Operators and vendors should prepare now for the shared industrial edge.
Tom Rebbeck, Partner and head of Analysys Mason’s Consumer Services practice, and Stefano Porto Bonacci, Senior Analyst and expert in fixed–mobile convergence (FMC) talk about EE’s new FMC strategy and its implications on the FMC market in the UK.
Learn more in the associated article.
Tom Rebbeck, expert in consumer services, and Ibraheem Kasujee, expert in IoT services and private networks, discuss the findings from the recently published private networks ‘battlecard’ reports on service providers and technology providers. They discuss the types of providers active in the market, the key criteria used by private network buyers and how each group performs against these criteria. They also provide suggestions for how service providers can use these battlecards to strengthen their propositions.
Learn more in the associated article.
Communication apps such as WhatsApp and Facebook Messenger offer businesses a variety of choices when it comes to B2C messaging and each platform has unique selling points. However, although these apps are cheaper for businesses to use and offer additional functionality, no communication platform offers the ubiquity of SMS.
Tom Rebbeck, Partner and head of Analysys Mason's consumer services practice and Ben Taylor, expert in consumer services, discuss the application-to-person (A2P) messaging market and the competition between SMS and third-party messaging apps.
Learn more in the associated article.
Over the past few years, there has been a rise in UK FTTP alternative networks (altnets), disrupting the fixed broadband industry and driving FTTP adoption. However, as altnets have grown in both size and number, sustainability challenges have emerged, leading to speculation that waves of consolidation are gathering pace.
Corporate strategy and transaction support expert, Alex Pericleous, delves into this changing landscape, exploring the key driving forces behind these developments and shedding light on the future prospects for the industry.
Learn more in the associated article.
SD-WAN is already a mainstream networking option, but revenue is expected to continue to rise steadily over the next 5 years. SASE will account for a growing share of the SD-WAN and cloud security market as enterprises take a modular approach to adoption. Business services experts, Catherine Hammond and Matt Small, discuss recent trends and future expectations for the SD-WAN and SASE market based on our latest global forecasts and vendor partnership tracker.
The associated article can be accessed here.
ARPU for B2B connectivity services is falling rapidly in real terms and operators need to accelerate their efforts to grow revenue from other services.
Business services experts, Catherine Hammond and Matt Small examine recent ARPU trends based on data from our business revenue tracker and look at what is happening in the market in terms of pricing and value-added IT services that operators can offer.
For more information, read Matt's associated article.
SMBs are set to spend USD179 billion on devices and peripherals in 2023 and we expect the market to fully rebound in 2024. SMB IT spending experts, Karthik Pannala and Li Lin, look ahead at the opportunities that this presents for IT vendors that prioritise the right segments of the market and position their go-to-market strategy correctly.
Learn more in the associated article and download our most-recent IT spending forecast report.
In this podcast, satellite and space experts Chris Baugh and Lluc Palerm discuss the exciting launch of our first satellite and space research programme ‘Satellite Strategies for Telcos’.
They discuss topics including the following:
- Why telcos need to develop a satellite strategy now
- The recent changes in the satellite market
- What they have learnt from their discussions with telcos and how satellites could offer a solution to many challenges telecoms operators face
- What a satellite strategy looks like and whether it will be the same for all telcos
- The big themes that satellites could help with
- direct-to-device communication
- rural broadband
- IoT
- How this new programme of research could help to guide telcos through the process of creating a satellite strategy
In this podcast, Tom Rebbeck, Partner and head of Analysys Mason's Consumer Services practice, is joined by Stefano Porto Bonacci, Senior Analyst and expert in fixed–mobile convergence (FMC) to talk about FMC strategies and what operators can do to keep their propositions attractive for customers.
The associated article can be found here. For more insights on FMC, click here.
The cloud-native network will be the foundation of API-driven services and future networks. However, the adoption of cloud-native network technologies will be a long and multi-phase journey for communications service providers (CSPs).
Listen in as Caroline Chappell, Partner and head of Analysys Mason’s cloud research practice interviews Gorkem Yigit, Principal Analyst and expert in cloud-native networking about how CSPs are progressing in their journey towards adopting cloud-native automation in networks.
Click here to access our curated bank of cloud-native network automation and transformation insights.
Watch the related on-demand webinar here.
Catherine Hammond (Research Director) is joined by Matt Small (Research Analyst) as they discuss why the demand for sovereign cloud is increasing and what cloud providers and their operator partners are doing to address this.
The associated article can be accessed here.
Check out the following links for more insights into the sovereign cloud market:
- Operators’ approaches to sovereign cloud
- Public cloud provider tracker report
- Sovereign cloud and the 5G network: an assessment
In this podcast, Tom Rebbeck (Partner) and Ibraheem Kasujee (Senior Analyst) discuss eSIMs and assess the extent to which this technology has been important to the IoT market. They also discuss the emergence of iSIM technology and the GSMA’s new IoT eSIM specification, which is a step forward in realising the full potential of eSIMs in IoT.
Click on the following links for more information on this topic:
- eSIM and iSIM for IoT: case studies and analysis
- The GSMA’s new IoT eSIM specification
- The adoption of eSIM technology in the consumer market
In this podcast, Tom Rebbeck (Partner) and Catherine Hammond (Research Director) discuss some of the tactics operators could adopt to increase the small office/home office (SOHO) take-up of higher-value business-grade solutions.
For more information, see our associated article here. Additionally, our relevant case studies report can be found here and our report outlining the strategies for marketing products and services to SOHOs can be found here.
In this podcast, Ameer Gaili (Analyst) and Adaora Okeleke (Principal Analyst) discuss the current state of observability adoption in the telecoms market and the challenges that it presents to communications service providers.
For more information on this and related topics, click here.
Tom Rebbeck (Partner) and Eulalia Marin (Principal Analyst) discuss why the adoption of eSIM technology is inevitable in the consumer market and the challenges that this will bring for operators.
This podcast is based on a recent article on the adoption of eSIM technology in the consumer market and can be accessed here.
In this podcast, Caroline Chappell (Partner) argues that there is no alternative to cloud-native networking. Operator networks must adapt to the pace of digital service innovation or they risk becoming irrelevant, displaced by public cloud and other new-entrant network providers.
This podcast is based on a recent article on cloud-native network transformation and can be accessed here.
For more insights on cloud-native network transformation and automation, click here.
Pre-packaged bundles for PC/Device-as-a-Service (PC/DaaS) are often not ideal because vendors and partners must customise each contract to individual business needs and budgets. However, small- and medium-sized businesses (SMBs) worldwide are increasing their spending on DaaS by 12.2% year-on-year from 2022 to 2023.
In this podcast, Bob Takacs (Research Director) and Li Lin (Senior Analyst) discuss the significant growth in PC/DaaS solutions.
The associated article can be found here.
In this podcast, Caroline Chappell (Partner) and Adaora Okeleke (Principal Analyst) discuss the need for transformed data environments and AI to support cloud native automation.
For further insights on this subject, watch our recent webinar covering the trends and challenges associated with the adoption of cloud-native networks.
Don’t forget to check out our curated resources on cloud-native network transformation and automation, here.
To drive scale and openness in Open RAN, stakeholders must strive to simplify integration while also putting the building blocks in place to drive maturity in both neutral and in-house systems integration.
In this podcast, Caroline Gabriel (Research Director) and James Kirby (Senior Analyst) discuss the role of system integration in Open RAN.
The associated article can be accessed here. And don’t forget to check out our curated resources on vRAN and Open RAN, here.
For enterprise-focused mobile operators, IoT is perhaps the most-crucial service for achieving revenue growth over the next 5 years.
In this podcast, Tom Rebbeck (Partner) and Catherine Hammond (Research Director) discuss the enterprise revenue trends and the importance of IoT revenue to enterprise divisions of operators.
The associated article can be accessed here.
In this podcast, Caroline Chappell (Partner) and Daniel Beazer (Senior Analyst) discuss how cloud native networks need to run on edge native clouds and how this presents an opportunity for operators to generate new revenue streams.
For more content on this subject, watch our recent webinar covering the trends and challenges associated with the adoption of cloud-native networks.
Don’t forget to check out our curated resources on cloud-native network transformation and automation, here.
Challenger operators Digi, Free and Iliad have been more successful than their competitors at gaining subscribers in their respective countries.
In this podcast, Tom Rebbeck (Partner) and Erik Ottosson (Associate Consultant) discuss mobile pricing strategies.
The associated article can be accessed here and the Telecoms Market Matrix is available here.
Catherine Hammond (Research Director) and Matt Small (Research Analyst) discuss how environmental, social and governance (ESG) considerations have become increasingly important for businesses recently and a major component of the request for proposal (RFP) scorecard.
The associated article can be accessed here.
For more information on this subject, learn more from our case studies report and our insights into sustainability.
The Orange-Telenet-VOO deals in Belgium show that European operators are following strategies for offering FMC services that go beyond the historical approach of owning fixed and mobile infrastructure.
In this podcast, Stefano Porto Bonacci (Senior Analyst) and Tom Rebbeck (Partner) discuss how operators are making greater use of wholesale connectivity services and taking advantage of the roll-out of open-access networks from infrastructure players.
The associated article can be accessed here.
Read more in this report, Fixed–mobile convergence in Belgium: trends and forecasts 2023–2028
For more insights into fixed-mobile convergence, click here.
The merger is an attempt to gain some market share and mobile economies of scale to help to overcome the weaknesses of the mobile-only model.
In this podcast, Tom Rebbeck (Partner) and Eulalia Marin (Principal Analyst) discuss the merger between Vodafone and Three UK.
The associated article can be accessed here.
In this podcast, Tom Rebbeck, partner, and Ibraheem Kasujee, senior analyst for IoT Services and Private Networks, talk to Romil Bahl, president and CEO of KORE.
Romil last appeared on the podcast in August 2021.
Today's podcast looks at how things have progressed at KORE. Tom, Ibraheem and Romil discuss KORE’s recent acquisition of Twilio’s IoT unit, how the economy and 2G/3G shutdowns have affected KORE, and KORE’s share price since the public listing.
You can find the previous podcast with KORE here. You can also find a recent investor presentation outlining KORE’s recent results and strategy in further detail here.
Operators are increasingly focusing on home Wi-Fi services to avoid price-based competition and improve customer satisfaction.
In this podcast, Oliver Bruff (Analyst) and Martin Scott (Research Director) discuss operator Wi-Fi strategies.
The associated article can be accessed here.
In 2022, most operators' revenue growth worldwide was offset by high local inflation rates, and capex rates remain high worldwide.
In this podcast, Tom Rebbeck (Partner) and Erik Ottosson (Associate Consultant) analyse the financial performance of telecom operators in 2022.
The associated article can be found here.
Operators have had to revise down their expectations for consumer IoT, but many continue to be active in the market with a more focused strategy.
In this podcast, Tom Rebbeck (Partner) and Ibraheem Kasujee (Senior Analyst) discuss the current consumer IoT landscape and the operators' efforts in the market.
The associated article can be found here, and the data mentioned is available in the report here.
For further research on operator business revenue, please refer to this article and download the latest report on the topic.
Business revenue accounted for 23% of all operator revenue in 2022.
In this podcast, Catherine Hammond (Research Director) and Mary Saunders (Research Analyst) explore the emerging trends in operators’ business revenue, such as ICT revenue growth.
You can freely download the associated report here.
Operators saw revenue from cloud services accelerate in 2022, but they still lag specialist cloud players.
Matt Small (Research Analyst) and Catherine Hammond (Research Director) discuss some of the findings from the recent update to our cloud services revenue tracker. They compare the performance of operator-led cloud services divisions with that of cloud specialists and talk about how operators might best sustain growth.
The associated article can be accessed here, and the data is available in the tracker here
Operators’ IT services sales approaches need to provide SMEs with some tailored, individual attention, assessment of needs and education of benefits.
Catherine Hammond (Research Director) and Eileen Zimbler (Senior Analyst) discuss the several different strategies that operators could implement to sell more effectively into the SME market.
The associated article can be found here.
During the podcast, we also feature a report on Marketing IT products and services to SMEs: effective strategies for telecoms operators.
Economic uncertainty, high inflation and other threats related to the war in Ukraine will have prolonged effects on total telecoms revenue and capex in Central and Eastern Europe (subscription required).
Julia Martusewicz-Kulinska (Principal Analyst) and Tom Rebbeck (Partner) discuss how operators can try to reduce the impact of the economic burdens, primarily related to inflation, by (among other things) accelerating the migration of DSL users to FTTP connections.
The associated article can be view here.
During the podcast, we also feature a report on cable network strategies in an age of fibre (subscription required).
In this podcast, Charles Murray (Partner) and Tom Rebbeck (Partner) discuss the future of mobile and answer the following three questions:
- Why are European operators trading at low multiples?
- Why are investors concerned?
- What would a new industry structure look like, can it produce returns that are similar to those of other industries, and will it be possible to get there?
Charles gave this presentation at Analysys Mason's 12th annual Telecoms Summit on 6 October 2022. To view the full recording, click here.
Bob Takacs (Research Director) and Tom Rebbeck (Partner) discuss our latest insights into SMB IT spending.
Download the full report here.
Vendors and operators can use this report to assess and respond to changing demands in the SMB market.
For more information about our SMB IT research and the Analysys Mason Technology Forecaster, click here.
Many operators in Western Europe have implemented price increases for their fixed and mobile services or plan to do so in the future, attempting to offset inflationary pressure.
In this podcast, Julia Martusewicz-Kulinska (Principal Analyst) and Tom Rebbeck (Partner) discuss the various price increasing strategies and opportunities it creates for market challengers, especially in countries with unbalanced market shares of subscribers.
The associated article can be find here. The article is based on the Western Europe telecoms market: trends and forecasts 2022–2027 report. The forecast numbers are available in Analysys Mason’s DataHub.
Catherine Hammond (Research Director) and Eileen Zimbler (Senior Analyst) discuss a pathway for operators to position themselves as trusted advisors with their business customers.
The associated article can be accessed here.
For more information on the related subscriber case studies report, click here.
Gulf operators have ambitions to expand their IT portfolios and capabilities but they may be missing out on the SME opportunity, which could contribute the most to revenue growth in the next 5 years.
Catherine Hammond (Research Director) and Karim Yaici (Senior Analyst) discuss SME opportunities for Gulf operators.
The associated article can be accessed here.
Details of the related subscriber case study report can be viewed here.
NPS generally increases with data allowance size, but falls for respondents with unlimited data.
Partner, Tom Rebbeck and Associate Consultant, Erik Ottosson discuss the results of Analysys Mason’s annual Consumer survey and why operators should be cautious about deploying unlimited mobile data plans.
The article featured in the podcast can be accessed here.
Activity at Mobile World Congress 2023 reflected a recent trend: interest in IoT has declined, while interest in private networks (and private 5G in particular) continues to grow.
Senior Analyst, Ibraheem Kasujee and Partner, Tom Rebbeck give a post-event round up of MWC 2023 with a particular focus on the announcements related to private networks and IoT.
The articles featured in the podcast can be accessed here and here.
For more information on Analysys Mason's private networks and IoT research, click here.
Governments worldwide are seeking to bring broadband connectivity to underserved and hard-to-reach citizens in rural areas. This will bring significant opportunities for citizens, governments, operators and suppliers.
In this podcast, Andrew Daly (Principal) and Larry Goldman (Chief Analyst) discuss the technology options available for rural broadband deployment.
The associated article can be accessed here.
A weak economy, continued high inflation and soaring energy prices (in some regions) will put pressure on business spending in 2023, which in turn will affect telecoms operators’ business divisions.
In this podcast, Tom Rebbeck (Partner), Catherine Hammond (Principal Analyst) and Ibraheem Kasujee (Analyst) discuss about the challenges and opportunities for operators' business divisions in 2023.
View our full predictions for the business telecoms market in 2023 here.
Analysys Mason continues to track the SMB ecosystem and here are our top predictions for SMB technology trends in 2023. Vendors and operators can use these to help to reassess and refine their SMB strategies.
View our full SMB technology trends predictions here.
In recent years, environmental, social, and governance (ESG) criteria have become a key topic in business and in the popular consciousness, as demonstrated by Google search trends.
In this podcast Anurag Dey, one of Analysys Mason's consultants focused on ESG, and Larry Goldman (Chief Analyst), discuss the impact of these requirements for the telecoms, media and technology sector.
The associated article can be accessed here.
The telecoms industry is coping with a changing economic climate while continuing to press for payoffs from investments in 5G, cloud and automation technologies.
In this podcast, Larry Goldman (Chief Analyst) talks with Research Directors Caroline Chappell, Caroline Gabriel and Justin van der Lande about their views on industry developments in 2023.
View our full predictions for the telecoms software and networks market in 2023 here.
Analysys Mason recently completed a survey of SMB’s to capture their mindset about IT spending and overall economic sentiment. Larry Goldman (Chief Analyst) discusses the results with Bob Takacs – Research Director and head of SMB research. The related report can be found here.
Caroline Chappell (Research Director) and Martin Scott (Principal Analyst) define the metaverse and identify critical dependencies for its evolution and the roles that telecoms operators can play in its development.
The associated article can be accessed here.
Few operators have yet to tailor their SD-WAN portfolios to the SME market. Those that can adapt their solutions and marketing to meet the needs of the SME segment have the potential to generate additional revenue and increase customer loyalty.
Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) discuss the potential benefits that SD-WAN offers to many SMEs and the opportunity for telecoms operators.
The associated article can be viewed here.
Click the links below for additional resources:
- Article
- Strategy report (subscriber)
- Forecast report (subscriber)
Ericsson announced the sale of its IoT Accelerator and Connected Vehicle Cloud businesses to Aeris, a USA-based connectivity provider, on 7 December 2022.
Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) discuss Aeris's bold move, and the challenge that it will face to turn the business into a profitable one.
View Analysys Mason's two related articles: article 1 | article 2.
48% of all private LTE/5G networks in the public domain use 5G as of October 2022, up from 43% at the end of 2021.
Tom Rebbeck (Partner) and Ibraheem Kasujee (Analyst) discuss the emerging trends in the private LTE/5G market, such as who the main contractors are, what network technology is used, which sectors are deploying private networks and where such deployments are based.
Access the associated tracker and report.
Large network operators have also been visibly addressing sustainability for several years. More recently, smaller operators have also started to turn their attention to sustainability concerns.
Ian Adkins, principal, and Larry Goldman, chief analyst, discuss implications for these smaller operators.
The COP27 climate summit held in Sharm El-Sheikh, Egypt in November 2022 brought world leaders together once again to decide on action to tackle the climate emergency. However, as shown in Analysys Mason’s latest consumer survey, consumer interest in sustainability has temporarily plateaued against the backdrop of greater energy and financial instability.
Martin Scott (Principal Analyst) and Maria Tunberg (Principal) discuss some of the initiatives that operators have put in place to help realise their own and their customers’ aspirations for greater sustainability.
The associated article can be accessed here.
SASE solutions bring together SD-WAN with cloud security to form an integrated service. The combined SD-WAN and cloud security markets will generate over USD110 billion in revenue by 2027; SASE will account for 15% of this.
Catherine Hammond (Principal Analyst) and Matt Small (Research Analyst) discuss recent SASE and SD-WAN trends and forecasts.
The associated article can be accessed here.
The biggest issue for telecoms operators in 2023 will be coping with inflation and particularly rising energy costs. After a decade of low inflation and low interest rates, telecoms operators, like other businesses face the problem of managing rising costs and uncertainty about how much they can increase their own prices to cope.
Larry Goldman (Chief Analyst) and Tom Rebbeck (Partner) discuss our 10 most-compelling predictions for the telecoms, media and technology sector in 2023.
To view our full predictions for 2023, click here.
The future of spectrum will require long-term investment and long-term decision processes, the economics of which are not always clear.
Janette Stewart (Partner) and Larry Goldman (Chief Analyst) discuss recent spectrum shifts in North America and how that relates to future 5G and 6G spectrum policy.
The associated article can be accessed here.
Operator digital advertising revenue amounts to 2.4% of total mobile service revenue as of 2022.
Inigo Barker (Senior Analyst) and Tom Rebbeck (Partner) discuss the structural changes to the digital advertising market that have put operators in a stronger position to capitalise on their first-party user data assets and share in the growth of the market.
The associated article can be accessed here.
SMBs are no longer focusing on just surviving the COVID-19 pandemic. Instead, they are now ‘getting back to business’ while dealing with rising interest rates, inflation, supply chain disruptions, geopolitical uncertainties and labour shortages.
In this podcast, Larry Goldman (Chief Analyst) and Bob Takacs (Research Director) discuss our latest release of the Analysys Mason Technology Forecaster and associated report on SMB spending priorities, and opportunities for telecoms operators and IT vendors.
To learn more about the Analysys Mason Technology Forecaster and to download the associated report, click here.
In this podcast, Chief Analyst Larry Goldman interviews Principal Analyst Martin Scott about the several announcements that were made at Meta Connect 2022. Meta’s announcements were well-aligned with Analysys Mason’s metaverse framework, but there were notable absences in areas where communications service providers can take the lead.
The associated article can be accessed here.
Larry Goldman (Chief Analyst) and Dr. Franck Chevalier (co-head of technology consulting) talk about continuing growth in the volume of data traffic and the need for low latency leading operators to deploy hollow-core fibre networks.
The associated article can be accessed here.
Patrick Kidney (partner) and Larry Goldman (chief analyst) talk about how rural broadband opens up opportunities for citizens, governments, operators and suppliers.
The associated article can be accessed here.
In this podcast, Tom Rebbeck (Partner) and Catherine Hammond (Principal Analyst) discuss the different options for operators to provide PSTN voice for Microsoft Teams and why this is important.
The associated article can be accessed here.
Larry Goldman (Chief Analyst) discusses 6G spectrum, the related decisions that the telecoms industry will need to take and the upcoming 6G Global Summit with Janette Stewart (Partner).
The much-anticipated Artemis launch is the first step in pushing business and industry beyond Earth’s boundaries.
Hussain Bokhari (Senior Analyst, NSR) talks with Larry Goldman (Chief Analyst) about how this launch sets the stage for years of exploration and development.
Last week, SpaceX and T-Mobile USA announced a direct satellite-to-mobile-device service.
In this podcast, Larry Goldman (Chief Analyst) discusses the announcement and its impacts on satcom and telecoms with Lluc Palerm-Serra (Principal Analyst), Stéphane Piot (Partner) and Caroline Gabriel (Research Director).
The associated article can be accessed here.
In this podcast, Catherine Hammond (Principal Analyst) and Matt Small (Research Analyst) discuss opportunities for telecoms operators to grow their revenue from cloud services, drawing on findings from our recent survey.
The associated article can be accessed here.
Larry Goldman (Chief Analyst) and Rupert Wood (Research Director) discuss how commitments to sustainability and ESG goals and recent increases in energy prices are forcing operators to pay more attention to their energy usage and costs, particularly as they roll out 5G.
Adaora Okeleke (Principal Analyst) and Larry Goldman (Chief Analyst) discuss the need for telecoms application vendors to realise that the transition towards the software-as-a-service delivery model involves more than just moving the entire application stack to the cloud.
The associated article can be accessed here.
Larry Goldman (Chief Analyst) and Sylvain Loizeau (Manager) discuss the new opportunity for both vendors and investors in the cloud-computing ecosystem that lies in the emergence of B2B/B2C cloud VR/AR applications.
The associated article can be accessed here.
Larry Goldman (Chief Analyst) and Caroline Gabriel (research director for networks and 5G) discuss how Ericsson and Nokia Q2 results reflect the current state of mobile networks and changes for the future.
The associated article can be found https://www.analysysmason.com/research/content/articles/ericsson-nokia-results-rma08/
Inigo Barker (Senior Analyst) and Simon Lumb (Senior Analyst) discuss AT&T's and KDDI's approaches to digital education.
The associated article can be accessed here.
In this podcast, Larry Goldman (Chief Analyst) and Caroline Gabriel (Research Director) discuss the technology and business changes necessary for implementation of 6G and why we need to be thinking about them now.
The associated article can be accessed here.
In this podcast, Larry Goldman (Chief Analyst) and Maria Tunberg (Principal) discuss sustainability in the TMT industry. To learn more about how Analysys Mason supports clients to navigate the sustainability transition, click here.
In this podcast, Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) give an overview of SASE and SSE.
The associated articles can be accessed via the links below:
Article 1
Article 2
Broadcom entered into an agreement on 26 May 2022 to acquire VMware for USD61 billion. In this podcast, Gorkem Yigit (Principal Analyst) and Larry Goldman (Partner) discuss the potential value and synergies that Broadcom could create in the multi-cloud connectivity space.
The associated article can be accessed here.
Vodafone said, in its 2022 annual report, that it is in the process of separating out Vodafone IoT. This vague statement has created speculation about the operator’s plans for its IoT division.
In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss the pressure that Vodafone is under to look at different options for its assets.
The associated article can be accessed here.
Many telecoms operators are considering separating and selling their IT businesses. However, in this podcast Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) caution against assuming that it will deliver more than a short-term boost.
The associated article can be accessed here.
You may also be interested in a related article on business services revenue and a selection of 12 operator case studies on SASE.
Analysys Mason acquired Northern Sky Research (NSR) in May 2022. NSR is a prominent global provider of satellite and space market research and consulting services specialising in the analysis of growth opportunities across four core industry sectors:
- satellite communications
- satellite and space applications
- financial analysis
- satellite and space infrastructure.
In this podcast Chris Baugh (Founder and CEO, NSR) and Tom Rebbeck (Partner, Analysys Mason) give an introduction to NSR and discuss how NSR compliments Analysys Mason's existing research and consulting services.
You can learn more about NSR via its website.
In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss IoT insights from a survey of 200 enterprises conducted by Analysys Mason in early 2022 on behalf of Sierra Wireless.
Detailed findings from the survey can be found in Enterprise requirements for IoT connectivity on Sierra Wireless’s website.
The associated Analysys Mason article can be accessed here.
To learn more about Analysys Mason's IoT Services research programme, click here.
High inflation, particularly in high-income countries, poses a threat to telecoms operators’ margins and their ability to retain customers and keep them satisfied.
In this podcast, Inigo Barker (Senior Analyst) and Tom Rebbeck (Partner) discuss what operators can learn from their counterparts in Turkey.
The associated article can be accessed here.
Vendors' and operators' hopes that overall revenue growth will be driven by the business segment have yet to be realised, but there are reasons to be cautiously optimistic about future business revenue growth.
In this podcast, Matt Small (Research Analyst) and Tom Rebbeck (Partner) discuss the prospects for business services revenue growth.
You can access the associated article here.
More information about Analysys Mason's business revenue tracker is available here.
In this podcast, Larry Goldman (Chief Analyst) and Rupert Wood (Research Director) discuss fibre technology trends for network operators.
Rupert will be speaking at the FTTH Conference 2022 in Vienna on 23-25 May. Learn more about the event and Analysys Mason's involvement here.
Rupert's associated article can be accessed here.
Analysys Mason’s IoT/M2M revenue and connections tracker shows that IoT operators had mixed results in 2021.
In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) discuss the knock-on effects from the pandemic and competitive pressures in the connectivity market.
The associated article can be accessed here.
Analysys Mason surveyed 1149 small and medium-sized businesses (SMBs) in Germany, Singapore, the UK and the USA between December 2021 and January 2022.
We asked SMBs how they have adapted to the changing business environment since the start of the pandemic and about their future plans.
In this podcast, Bob Takacs (Research Director) and Tom Rebbeck (Partner) discuss the survey results and the implications for vendors and telecoms operators.
To download the survey result reports, click here.
Many operators are unclear about how to approach the revenue opportunity in consumer digital healthcare.
In this podcast, Inigo Barker (Senior Analyst) and Simon Lumb (Senior Analyst) discuss the approaches that operators can choose from depending on their strategic priorities.
The associated article can be viewed here.
BT Group announced on 27 April 2022 that it will make EE its flagship consumer brand.
In this podcast, Simon Lumb (Senior Analyst) and Stephen Wilson (Principal Analyst) explore the reasons for this move and the consequences that it will have for other operators in the UK.
The associated article can be accessed here.
UnaBiz became the new owner of Sigfox in April 2022. The deal marks a significant change in how Sigfox operates and collaborates with other LPWAN players.
In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) assess the next steps for Sigfox and the implications for the LPWAN market.
The associated article can be accessed here.
SK Telecom aims to treble its enterprise revenue from by 2025 and KT aims to generate half of its revenue from B2B and digital services by 2025 (up from 40% in 2021). This podcast explores some of the strategies that are being employed to achieve these targets.
The associated article can be accessed here.
An increase in wholesale fibre market competition and in the amount of M&A activity will lead to growth in the penetration of FMC offers.
In this podcast, Simon Lumb (Senior Analyst) and Stephen Wilson (Principal Analyst) present analysis from Analysys Mason’s latest FMC forecast, which models 19 countries individually.
The associated article can be accessed here.
Password sharing is a monetisation problem for streaming video providers in general and for Netflix in particular.
In this podcast, Martin Scott (Principal Analyst) and Tom Rebbeck (Partner) discuss the monetisation problem for streaming video providers
The associated article can be accessed here.
The related Netflix blog article can be accessed here.
In this short podcast, Larry Goldman (Chief Analyst) discusses the key highlights from MWC.
Join our upcoming webinar for the latest insights on the themes, announcements and innovations emerging from this year’s event.
Click here to register.
Johann Adjovi (Partner) discusses the several parallels between the data centre and submarine cable market. As they continue to evolve it will be interesting to see whether these continue to hold.
The associated article can be accessed here.
Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) analyse the strategies of the most successful challenger operators in the Australian business market.
The associated article can be accessed here.
Further information on the operators highlighted in this article and our assessment of prospects for the Australian market as a whole are provided in our report, Operator business services: Australia forecast 2021–2026.
Subscription gaming is quickly gaining popularity and we believe a good fit for operators.
In this podcast, Martin Scott (Principal Analyst) and Tom Rebbeck (Partner) discuss our latest consumer survey and highlight who operators should target with digital gaming propositions.
The associated article can be accessed here.
Mobile World Congress participants are returning to Barcelona after a 2-year gap.
In this podcast, Caroline Gabriel (Research Director) and Larry Goldman (Chief Analyst), two Mobile World Congress veterans, discuss what will be the same and what is likely to have changed.
Register now for our post-event webinar, during which we will share our insights on the themes, announcements and innovations that emerge from this year’s event.
Operators will struggle to generate new revenue streams from 5G without investing in advanced RAN capabilities such as ultra-low latency. However, the business case for advanced 5G services is still unclear, so investment is risky.
In this podcast, Adam Mackenzie (Research Analyst) and Emma Brown (Research Analyst) discuss the impact of new high-performance applications on 5G RAN deployment strategies.
The associated article can be accessed here.
SMBs will increasingly invest in cloud infrastructure, managed IT services, collaboration solutions, mobile connectivity and cyber security.
In this podcast, Tom Rebbeck (Partner) and Bob Takacs (Research Director) discuss the top SMB technology trends for 2022.
View our predictions for the top SMB technology trends in 2022 here.
Chief Analyst, Larry Goldman outlines the major trends that we expect to make an impact in the next 12 months.
To view our 2022 predictions, click here.
In this podcast, Larry Goldman (Chief Analyst) outlines four core investment choices that are available to operators in the face of limited revenue growth and a changing, cloud-driven landscape.
This podcast is based on a presentation that Larry recently delivered during Analysys Mason’s 11th annual Telecoms Summit.
To view the full presentation and slide deck, click here.
AWS announced its private network solution, AWS Private 5G, at its global cloud computing conference, re:Invent, on 30 November 2021.
In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) look at what was announced, the questions that remain and the implications for operators and vendors.
The associated article can be viewed here.
For more information on Analysys Mason's research on private networks, click here.
Ericsson announced its planned USD6.2 billion acquisition of Vonage on 22 November 2021. Vonage was known to be exploring strategic options and so the sale is not a surprise, although the identity of the buyer was a shock for many, including Ericsson investors.
In this podcast, Catherine Hammond (Principal Analyst) and Tom Rebbeck (Research Director) explore the rationale behind the deal.
The associated article and figures can be viewed here.
In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Research Director) discuss the emerging trends in the private LTE/5G market, such as who the main contractors are, what network technology is used, which sectors are deploying private networks and where such deployments are based.
To learn more about private LTE/5G networks and why are they important, read this free article.
You can also download our free report on private network deployments, here.
Analysys Mason has identified five vendors as leaders in its 'SMB Endpoint Security Vendor Scorecard 2021': CrowdStrike, ESET, Kaspersky, Microsoft and Sophos.
In this podcast, Catherine Hammond (Principal Analyst) and Igor Babić (Senior Analyst) analyse these vendors’ strengths and differentiators.
You can register for the related webinar here.
Click on the following links to view the associated article and case study report.
Analysys Mason surveyed 27 operators in 3Q 2021 about their mobile security offerings and suppliers.
In this podcast Igor Babić (Senior Analyst) and Tom Rebbeck (Partner) discuss how specific mobile security vendors are perceived by operators and whose solutions operators currently sell to business customers.
The associated article and figures can be viewed here.
The associated subscriber survey report is located here.
Telecoms network operators are increasingly focusing on environmental, social and governance (ESG) strategies. They are using ESG measures and reporting to attract investment primarily, but also to increase their appeal to customers and employees.
In this podcast, Larry Goldman (Chief Analyst) and Lucy Brooker (Research Analyst) discuss the ESG strategies that telecoms operators pursuing.
The associated article and figures can be viewed here.
IoT connectivity disruptors that are backed by private equity and venture capital investors are often prepared to take more risks to deliver revenue growth than their MNO counterparts. Such activity is often driven by ambitious plans to deliver on the growth expectations (and exit strategies) of their financial backers.
In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) highlight some of the findings from the fifth report in our IoT connectivity disruptors series, IoT connectivity disruptors: case studies and analysis (volume V).
The podcast also relates to our previous article on merger and acquisition activity in the IoT connectivity market.
Analysys Mason has released the recordings from its 11th annual Telecoms Summit, which you can access here.
In this podcast, you will hear the recording of a panel discussion about 5G. The session was hosted by Larry Goldman (Chief Analyst) and features Caroline Gabriel (Research Director), Tom Rebbeck (Partner) and Stephen Sale (Research Director).
Click the links above to learn more about the host and panellists.
All sessions from the summit will be available for several months and you can register here for access.
In this podcast, Principal Analyst, Catherine Hammond and Partner, Tom Rebbeck explore how well-positioned communications service providers are to meet future enterprise demand for communications and IT services.
This podcast is based on a survey, sponsored by CSG, of 16 communications service providers and more than 200 multinational corporations between February and May 2021.
Download the related perspective here.
Read more in this free-to-access article here.
RingCentral announced several new partnerships with telecoms operators between mid-2020 and mid-2021. In this podcast, Partner, Tom Rebbeck and Principal Analyst, Catherine Hammond discuss why so many major operators are choosing to partner with RingCentral and what role other vendors may have to play.
The associated article and figures can be viewed here.
Please see below for related reports and Analysys Mason's unified communications vendor tracker.
- Unified communications vendor tracker 2021
- Unified communications vendor partnerships with operators: trends and analysis
- Unified communications technology providers: case studies and analysis
- Operator approaches to unified communications: ten case studies
In this podcast, Research Director, Bob Takacs and Senior Analyst, Karthik Pannala discuss the latest insights into SMB IT spending from the Analysys Mason SMB Technology Forecaster.
Download the associated report here.
Learn more about the Analysys Mason SMB Technology Forecaster here.
Most operators are depending on edge computing technology supplied by AWS, Google or Microsoft, limiting the scope to differentiate based on technology features.
In this podcast, Principal Analyst, Catherine Hammond and Partner, Tom Rebbeck explore how operators can provide something unique in their edge offering.
The associated article can be viewed here.
In this podcast, Tom Rebbeck, Research Partner, talks to Romil Bahl, CEO of KORE Wireless.
KORE Wireless, an IoT connectivity and solutions provider, is planning to list its shares on the NYSE in the next few months – a move that will be closely watched by others in the sector. Tom and Romil discuss KORE Wireless’s forthcoming listing, its growth plans and its positioning.
You can read more about KORE Wireless’s plans in Analysys Mason’s article here. We also profiled the company in our IoT connectivity disruptors: case studies and analysis report. An updated version of this profile and report will be available soon. You can find KORE Wireless’s investor presentation here. It is certainly worth reading if you are interested in the IoT connectivity market. We also discussed KORE Wireless in a previous podcast here.
Microsoft is now more-actively seeking operator partnerships for its cloud-gaming service, Xbox Cloud Gaming. In this podcast, Research Analyst, Olamide Makinde and Principal Analyst, Martin Scott explore the potential for Microsoft’s cloud-gaming proposition and identify which of the groups of operators’ customers are most likely to engage with it.
The associated article can be viewed here.
Small and medium-sized business will spend USD90 billion on cyber security in 2025, up from USD57 billion in 2020 (CAGR 10%).
In this podcast, Partner, Tom Rebbeck and Senior Analyst, Igor Babić discuss Analysys Mason's recent cyber-security forecast report, which is of interest to security vendors, their channel partners and other technology vendors that serve the SMB cyber-security market now or plan to in the future.
Click here to learn more and download the report.
Analysys Mason has identified four operators as ‘Pioneers’ in its most recent Operator IoT Scorecard 2021: AT&T, China Mobile, Telefónica and Vodafone. These telecoms operators have been successful in the IoT market because they have mutually supporting aspects to their business.
In this podcast Partner, Tom Rebbeck and Principal Analyst, Michele Mackenzie discuss the scorecard in detail.
The podcast is associated to this free article and to this subscriber report.
For further insights, register now for the associated webinar.
OTT video will generate more retail revenue worldwide than traditional pay-TV services by 2024.
In this podcast, Principal Analyst, Martin Scott explores some of the key changes in market dynamics following the COVID-19 pandemic and how those changes will affect operators’ approaches to traditional pay TV, OTT video and video content more generally.
The podcast is hosted by Analyst, Alex Boisot.
The associated article and figures can be viewed here.
David Abecassis, Anlaysys Mason Partner, and Vishal Mathur, Global Head of Engagement at Telecom Infra Project, discuss key highlights from Analysys Mason's report 'The economic impact of open and disaggregated technologies and the role of TIP’.
The report explores the increasing worldwide adoption of open and disaggregated network solutions, and estimates the economic benefits of Open RAN, which could reach USD285 billion in global GDP terms by 2030.
The associated report is available for download here.
Utilities have already begun their progress towards the UK’s 2050 goal of net zero. Now is a good time for the utility and telecoms sectors to work together, and for government to encourage dialogue to help them understand each other’s perspectives.
In this podcast, Principal, Ian Adkins and Partner, Tom Rebbeck discuss the role of telecoms in achieving net zero.
The associated article can be viewed here.
In the build-up to the annual RSA Conference, Partner, Tom Rebbeck and Senior Analyst, Igor Babić discuss the financial performance and strategies of selected cyber security vendors.
They examine three vendors with extremely high revenue growth rates: CrowdStrike, Okta and Zscaler, and the big four network security vendors: Check Point, Cisco, Fortinet and Palo Alto Networks.
Key talking points include:
- the cyber security vendors' performance in 2020
- drivers of their results
- Analysys Mason's expectations for the future.
Operators with greater involvement in digital services tend to enjoy stronger trust premiums over rivals such as banks, global tech companies, advertisers and health insurers.
In this podcast, Analyst, Inigo Barker discusses why operators are better trusted than global tech innovators in many countries worldwide.
The podcast is hosted by Senior Analyst, Simon Lumb and the associated article and figures can be viewed here.
The recent lifting of foreign investment restrictions across multiple TMT sectors in Indonesia looks set to serve as a catalyst for heightened investment activity in a market with sizeable untapped demand.
In this podcast, Manager, Jay Lee discusses Indonesia’s TMT investment opportunity with Partner, Tom Rebbeck.
The associated article and figures can be viewed here.
Analysys Mason suggests that investors and operators look at the key learnings from the Polkomtel Infrastruktura/Cellnex transaction and adjust their strategies to maximise the benefits of the emerging model of the mobile NetCo.
In this podcast, Senior Manager, Miltos Andriopoulos discusses the transaction with Partner, Tom Rebbeck.
The associated article and figures can be viewed here.
The pillars of the IoT MVNO business (cheap connectivity and extra support) are under threat.
In this podcast, Principal Analyst, Michele Mackenzie and Partner, Tom Rebbeck explore the challenges facing IoT MVNOs and their possible responses.
The associated article and figures can be viewed here.
2020 was a challenging year for many telecoms operators, even though the telecoms sector performed better than many others. The growth prospects for many revenue lines have shifted (up or down) as a result of the COVID-19 pandemic, but we have yet to see any operators undertake a major rethink of their revenue growth strategies.
In this podcast, Research Director, Stephen Sale summarises the associated article and report covering growth strategies for telecoms operators.
The podcast is hosted by Partner, Tom Rebbeck.
Telecoms operators in the USA are getting serious about fixed–mobile convergence. Verizon and T-Mobile are aiming to address the broadband market with fixed-wireless access, whereas AT&T will expand FTTP.
In this podcast, Research Director, Rupert Wood discusses the high risks involved in putting a 5G network to work for home broadband.
The associated article and figures can be viewed here.
Operators can take a number of key roles in the mobile gaming industry in order to capture growth. 5G is an intrinsic part of this opportunity.
In this podcast, Principal Analyst, Martin Scott discusses the size and future prospects for the mobile gaming industry and the role that operators can play within it.
The associated article and figures can be viewed here.
Analysys Mason's Connected Consumer Survey is a multi-year study that tracks and measures consumers’ changing telecoms and media habits, their device ownership, connectivity options and their future plans.
For more information about the survey, click here.
In this podcast, Senior Analyst, Roberto Kompany discusses key highlights from Analysys Mason's Radio access networks: worldwide forecast 2020–2025.
The associated article and figures can be viewed here.
KORE Wireless announced, on 12 March 2021, that it will list on the NYSE. This is the first listing of an IoT company that looks like the IoT division of a telecoms operator, and its performance will be closely watched.
In this podcast Research Partner, Tom Rebbeck and Principal Analyst, Michele Mackenzie discuss the listing.
The associated article can be viewed here.
The US C-band auctions concluded with USD80.92 billion spent on 280MHz of spectrum. This is equivalent to USD0.92/MHz/pop, the highest price yet paid for such spectrum anywhere in the world.
In this podcast, Research Director, Rupert Wood analyses what drove the high overall prices and the impact on network investment going forward.
The associated article and figures can be viewed here.
Tom Rebbeck and Michele Mackenzie discuss the recent wave of consolidation between IoT connectivity disruptors.
The associated article and figures can be viewed here.
Further IoT research can be located on the following links:
- Crowded connectivity markets are forcing connectivity disruptors to enter new areas of the IoT value chain
- IoT connectivity disruptors: case studies and analysis (Volume IV)
- IoT MVNOs: case studies and analysis (Volume I)
- IoT MVNOs: case studies and analysis (volume II)
- IoT MVNOs: case studies and analysis (volume III)
Tom Rebbeck is a Partner in Analysys Mason's Research division and Michele Mackenzie is a Principal Analyst and leads Analysys Mason's IoT research.
Enterprises have deployed over 500 private LTE and 5G networks, and detailed information is available on around a third of these.
In this podcast, Tom Rebbeck and Ibraheem Kasujee discuss the results of our latest private networks tracker, which records the details of 156 private LTE and 5G networks.
They discuss the trends in deployments of these networks, where these networks are being deployed, the vertical markets that are deploying them and the lead contractors.
The discussion is based our Private LTE/5G networks tracker 4Q 2020 and a short strategy report, Private LTE/5G network deployments: trends and analysis.
If you would like more information on this topic, click on the items above and watch our on-demand webinar, Private LTE/5G networks: an IoT growth opportunity for operators. We also recently published a detailed report on the private networks opportunity “Private LTE/5G networks: a framework for understanding the opportunity.
Tom Rebbeck is a Partner in Analysys Mason's Research division and Ibraheem Kasujee is a Research Analyst.
In this podcast Principal Analyst, Anil Rao discusses network automation with Rahul Atri, Managing Director, Rakuten Mobile Singapore.
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(00:00) Anil introduces us to how the telecoms industry is responding to the challenges and opportunities of automation and Rahul explains why Rakuten made automation a fundamental part of its approach
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(09:00) vRAN automation use case – how deployment time per site was reduced from 6 days 8.5 minutes
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(12:00) The foundational principles of extreme automation at Rakuten; with examples of edge data centre deployment automation and more discussion about vRAN
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(17:00) The current state of automation at Rakuten; successes and challenges
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(28:00) Rakuten Communications Platform, the layered architecture, infrastructure, orchestration engine, observability framework
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(35:00) Rakuten Communications Platform and industry standards, collaborating with vendor partners to build open solutions and the pitfalls of too many standards. Balancing standards with optimisation, customisation, and innovation
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(44:00) Making DevOps, continuous integration (CI) and continuous delivery (CD) work with partners
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(48:00) Riding the Open-source wave
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(54.00) OpenRAN and remote interface control (RIC)
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(57:42) Machine learning and artificial intelligence; use case examples including self-healing automation
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(01:06:00) What to expect in 2021
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(01:10:00) Recommendations to communications service providers and vendor partners
In this podcast, Research Director, Caroline Chappell discusses the key messages from our report, Implementing the vRAN cloud: strategies for success.
For further insights into vRAN and the vRAN cloud opportunity watch our on-demand webinar, Virtualised RAN: overcoming the economic and architectural challenges.
2021 is expected to be a year of great dynamism with opportunities across the TMT value chain for an even wider audience of investors than seen before. In this podcast, Consulting Principal, Alessandro Ravagnolo outlines Analysys Mason’s top ten predictions for M&A activity in the telecoms market in 2021
The associated article can be found here.
Operators provide an attractive route to market for security vendors and have ambitious plans to expand their security propositions. However, vendors need to do more to benefit from this route to market.
In this podcast, Research Partner, Tom Rebbeck explores how security vendors can better serve the operator channel.
The associated article and figures can be viewed here.
The telecoms industry has suffered limited damage as a result of the COVID-19 pandemic, but some aspects were significantly affected.
In this podcast, Research Partner, Tom Rebbeck, looks at how the crisis has impacted telecoms, and provides some suggestions for operators.
The associated article and figures can be viewed here.
stc’s fintech subsidiary, stc pay, is valued at over USD1.3 billion and became the first start-up to reach ‘unicorn’ status in Saudi Arabia.
In this podcast, Senior Analyst, Karim Yaici analyses the factors that have contributed to stc pay’s rapid growth in Saudi Arabia and discusses what operators in the region can learn from its success.
The associated article and figures can be viewed here.
In this podcast, Research Director, Stephen Sale sets out Analysys Mason's predictions for telecoms operators’ consumer services in 2021.
The associated article and figures can be viewed here.
The pandemic has had a major impact on operators' business services. It has accelerated some trends while disrupting others.
In this podcast, Research Partner, Tom Rebbeck sets out our 11 predictions for telecoms operators’ business services in 2021.
The associated article and links to other research can be accessed here.
Salesforce announced on 1 December 2020 that it will buy Slack, a primarily text-based business communications/collaboration platform, for USD27.7 billion.
In this podcast, Research Partner, Tom Rebbeck examines the motivations for both parties, and also the broader implications for the market.
The associated article and figures can be viewed here.
Analysys Mason surveyed 34 telecoms operators about the SMB security market between July and October 2020. We asked respondents for their views on security solution providers and how they could improve, as well as about their own security products and plans.
Telecoms operators rated Fortinet as the best security supplier for the SMB market (organisations with up to 1000 employees) in Analysys Mason’s survey. Other large vendors with a strong heritage in network security (Palo Alto Networks, Cisco and Check Point) also scored highly, as did F-Secure, Sophos and Microsoft.
The associated article and figures can be viewed here.
On 13 October 2020, Apple announced the long-awaited release of its 5G-enabled mobile devices, which will be available in four models from late October and November (depending on location and model type). 5G technology is still at an early stage in most markets and flagship devices such as the iPhone 12 are critical for its success.
This podcast and the associated article by Analyst, Simon Lumb explore how the iPhone 12 will change the 5G landscape and consider whether its functionality provides an insight into future 5G services.
The associated article and figures can be viewed here.
Many unified communications providers are expanding their portfolios and geographical reach to sustain revenue growth, which is intensifying competition in what is already a complex and crowded market.
This podcast by Principal Analyst, Catherine Hammond highlights some key findings from Analysys Mason’s report Unified communications technology providers: case studies and analysis, which provides full profiles of the vendors discussed.
The associated article and figures can be viewed here.
Automation is critical for communications service providers and enterprises to increase business agility, manage complexities and transform opex economics, both in existing physical networks and new-generation cloud-based and programmable networks of the 5G era.
In this podcast, Anil Rao, Principal Analyst at Analysys Mason and Åsa Nielsen, Director and Head of Network Service Management and Automation at Telia Company discuss what automation means to the telecoms industry, and assess Telia’s progress towards autonomous networks.
The private LTE/5G market is nascent but growing rapidly. Operators are playing a limited role at present, and most deployments are led by vendors. This podcast and the associated article summarise the trends in Analysys Mason’s Private LTE/5G networks tracker 3Q 2020.
The associated article and figures can be viewed here.
IoT connectivity disruptors are adopting new strategies because the connectivity market is highly crowded and finding profitable growth is increasingly challenging. This podcast and associated article summarise the findings of Analysys Mason’s IoT connectivity disruptors: case studies and analysis (Volume IV).
The associated article and figure can be viewed here.
Operators in the Middle East and North Africa are increasingly offering fixed–mobile convergence bundles. Operators must consider fibre coverage, levels of postpaid penetration and regulatory headwinds when launching FMC propositions.
In this podcast, Analyst, Simon Lumb summarises our findings from five case studies of FMC operators in MENA.
The associated article and figure can be viewed here.
The performance of operators' business divisions in 2Q 2020 was not as bad as feared, but further declines in revenue seem likely in the second half of 2020. This article looks at the situation for operators and how they can respond.
The associated article and figures can be viewed here.
Analysys Mason previously predicted that 5G would not bring about profound changes to long-term trends in mobile traffic. In this podcast, Research Director, Rupert Wood gives a synopsis of our thinking now that 5G is here.
The associated article can be found here.
Network operators have an opportunity to take advantage of the recent growth in the unified communications market, but face intense competition from new entrants and over-the-top providers.
The associated article can be found here.
Vodafone announced on 21 July 2020 that it will partner with Accenture to offer managed security services to SMEs and national corporations. In this podcast, Research Director, Tom Rebbeck discusses the implications of the deal.
The associated article can be found here.
In this podcast, Analyst, Igor Babić explores the trends in the financial and operational metrics of the market-leading network security vendors (Check Point, Cisco, Fortinet and Palo Alto Networks).
The associated article can be found here.
In this podcast, Research Director, Tom Rebbeck discusses HPE's plan to purchase SD-WAN firm Silver Peak for USD925 million in a deal that was announced on 13 July 2020.
The associated article can be found here.
The agricultural sector has been considered to be a strong market for IoT, particularly since the advent of LPWA, but activity has been limited. However, some technology providers are now making progress in this sector, though some barriers, such as a fragmented upstream supply chain to the producers, still remain.
The associated article by Principal Analyst, Michele Mackenzie can be found here.
Analysys Mason surveyed over 400 small and medium-sized businesses in the USA in April and May 2020 to assess how the COVID-19 pandemic will affect (and is affecting) their demand for IT services. In this podcast, Analyst, Igor Babić discusses the results from this survey and examines the pandemic’s impact on SMBs’ adoption of cyber-security solutions and related plans.
The associated article can be found here.
Analysys Mason has published an early-stage analysis of the likely impact of the COVID-19 pandemic on 5G supply and demand in 2020 and 2021. In this podcast, Caroline Gabriel explains that the fundamentals of the 5G business case remain largely intact. However, there will be disruption to network deployment and weaker demand from consumers and businesses in the middle quarters of 2020. The reduced demand is likely to persist for a longer period than the network disruption and will drive operators to intensify the focus of their 5G strategies on cost reduction rather than new, enterprise-driven revenue streams.
The associated article can be found here.
In late April 2020, Facebook announced its intention to invest INR435.74 billion (USD5.7 billion) for a 9.99% stake in Jio Platforms (the parent company to Reliance Jio, India's leading mobile operator) and, in a related move, to link up WhatsApp and JioMart (Reliance Industries’s click-and-collect e-grocery platform).
In this podcast, Analyst, Inigo Barker discusses Facebook's investment in Jio Platforms and the ramifications of the deal on India's telecoms and digital sectors.
The associated article can be found here.
Most operators have temporarily suspended their financial guidance for 2020 due to the COVID-19 pandemic. However, there is a general consensus that the COVID-19 outbreak will have a negative but temporary effect on EBITDA levels in 2020 (some operators believe that the percentage decline will be in the low single digits), and will lead to a slowdown in capex growth.
This podcast provides an overview of the impact that operators expect the COVID-19 crisis to have on their EBITDA and capex in 2020, based on reporting from over 15 operators, mostly in Europe and North America.
The associated article can be found here.
Operators’ quarterly investor reports for 1Q 2020 were filled with warning signs about the impact of the COVID-19 crisis. A temporary end to business travel, financial difficulties, business closures, rising unemployment, an increase in bad debt and the implications of a recession were all mentioned as concerns.
The crisis comes after what was a reasonably successful 2019. Indeed, many operators reversed negative revenue trends. The weighted average for business revenue growth increased from –0.6% worldwide in 2018 to 1.2% in 2019.1 However, operators expect that business revenue will decline significantly in 2020.
The associated article can be found here.
On 7 May 2020, Telefónica and Liberty Global agreed, subject to regulatory approval, to merge their UK operations in a 50:50 joint venture. The proposed merger will create a second converged operator in the UK market and is likely to increase pressure on standalone players.
In this podcast, Analyst, Simon Lumb explores the strategic reasons driving the merger and explains how it is likely to affect fixed–mobile convergence retail offers in the UK retail market in future.
The associated article can be found here.
In this podcast, Research Director, Dana Cooperson highlights that telecoms industry vendors will suffer short-term setbacks from COVID-19 as general shutdowns impede work and decision-making in 2Q 2020. However, the longer-term outlook for investment in the telecoms industry is positive, particularly in areas such as automation, virtualisation and cloud enablement.
The associated article can be found here.
In this podcast Rupert Wood discusses Analysys Mason's initial attempt to quantify the effects of the COVID-19 pandemic on various elements of the telecoms business including major revenue contributors and cost items.
The associated article can be found here.
Many operators, particularly incumbents, have been reporting flat or declining business revenue, even before the COVID-19 crisis.
In this podcast, Analyst, Terry van Staden discusses the ways in which operators are exploring new opportunities in the small and medium-sized enterprise market.
The associated article can be found here.
In this podcast Research Director, Tom Rebbeck discusses Palo Alto Networks' recent acquisition of SD-WAN firm CloudGenix.
The associated article can be found here.
IoT has been absent from telecoms operators’ press releases about their actions regarding COVID-19. This is unsurprising because IoT accounts for only a small share of their revenue. Inevitably, COVID-19 will have a short-term impact on demand (many IoT projects are likely to be put on hold) and will lead to supply-side disruptions.
In this podcast, Principal Analyst, Michele Mackenzie discusses the longer-term opportunities for operators to explore, especially as governments prepare for future outbreaks.
The associated article can be found here.
Rakuten Mobile is a subsidiary of the e-commerce, fintech and media company Rakuten, and has been an MVNO in Japan since October 2014. It has 2.3 million subscribers as of March 2020, making it the largest MVNO in its market. Rakuten Mobile announced that it will launch a new service as an MNO on 8 April 2020.
In this podcast, Senior Analyst, Rémy Pascal considers the details of Rakuten Mobile’s launch and outlines what the telecoms industry may learn from it.
The associated article can be found here.
eUICCs are increasingly being adopted in the IoT market, and the introduction of iSIMs is expected to follow in 2020 and 2021. eUICC users’ ability to switch providers remotely may increase IoT churn and put pressure on prices. iSIMs will cause further disruption by shifting power to the silicon players at the start of the connectivity value chain.
Operators will not be able to prevent the adoption of eUICCs and iSIMs for IoT; they must face the challenges head on and take advantage of the new opportunities. This article summarises the findings of our recent report, eUICC and iSIM for IoT: opportunities for operators.
The associated article can be found here.
On 4 March 2020, Analysys Mason hosted its annual Mobile World Congress webinar. As a result of this year's event being cancelled, the webinar focused on the important things that will happen even though the show didn't.
In this podcast Research Director, Caroline Chappell gives an overview of the edge-related announcements around MWC2020.
If you would like to watch the webinar and access a range of related resources, click here.
The initial outbreak of COVID-19 led to a sharp increase in home working, and businesses had to move quickly to enable a remote workforce. Some telecoms operators responded rapidly to help support remote working by taking simple steps such as increasing mobile data allowances, as outlined in our previous article. We have also written articles about how operators are helping their consumer customers and the implications for operators’ fixed networks as more people stay at home.
This podcast outlines what operators are doing beyond connectivity and how they are finding other ways to help their business customers.
Principal Analyst, Michele Mackenzie discusses the biggest challenges for operators in the industrial IoT ecosystem.
The new coronavirus disease COVID-19 was officially declared an international pandemic by the World Health Organization on 11 March 2020. In this podcast, Analyst, Terry van Staden discusses how operators should use unified communications solutions, secure connectivity and other mechanisms to help businesses to manage the growing number of employees that will work remotely as a precaution against the virus.
On 4 March 2020, Analysys Mason hosted its annual Mobile World Congress webinar. As a result of this year's event being cancelled, the webinar focused on the important things that will happen even though the show didn't.
In this podcast Research Director, Stephen Sale, summarises what he presented on the topic of consumer services and devices with a focus on 5G.
If you would like to watch the webinar and access a range of related resources, click here.
On 4 March 2020, Analysys Mason hosted its annual Mobile World Congress webinar. As a result of this year's event being cancelled, the webinar focused on the important things that will happen even though the show didn't.
In this podcast Research Director, Dana Cooperson, gives an overview of her presentation on network and service automation.
If you would like to watch the webinar and access a range of related resources, click here.
On 4 March 2020, Analysys Mason hosted its annual Mobile World Congress webinar. As a result of this year's event being cancelled, the webinar focused on the important things that will happen even though the show didn't.
In this podcast Research Director, Tom Rebbeck, gives an overview of the themes for IoT in 2020 including what is happening on wide-area networks and the emerging private networks proposition.
If you would like to watch the webinar and access a range of related resources, click here.
On 4 March 2020, Analysys Mason hosted its annual Mobile World Congress webinar. As a result of this year's event being cancelled, the webinar focused on the important things that will happen even though the show didn't.
In this podcast Principal Analyst, Caroline Gabriel, gives a brief overview of what she discussed during the webinar on the topic of vRAN and its impact on the 5G commercial landscape.
If you would like to watch the webinar and access a range of related resources, click here.
On 4 March 2020, Analysys Mason hosted its annual Mobile World Congress webinar. As a result of this year's event being cancelled, the webinar focused on the important things that will happen even though the show didn't.
Drawing on in-depth industry research and briefings with operators and vendors, our analysts covered a range of topics including IoT, SD-WAN, consumer 5G, edge computing and network automation.
In this podcast Larry Goldman, Head of Networks and Software Research, gives a brief overview of what was presented during the webinar and highlights some of the key findings from recent operator and vendor briefings.
If you would like to watch the webinar and access a range of related resources, click here.
Our recently updated Western European business forecasts estimate that operator revenue from basic voice and data connectivity services will fall by 5% between 2019 and 2024. Operators face some challenging decisions and will need to balance cutting costs from traditional services while also investing in growth services such as ICT. Even where these trade-offs are managed well, operators' revenue may decline in real terms, and an increased focus on ICT is likely to result in lower margins.
This podcast outlines the scale of the challenge facing operators and highlights some of the strategies being adopted in response to market conditions.
The business spend on application-to-person messaging worldwide will grow from USD27 billion in 2019 to USD40 billion in 2024 because the demand for A2P messaging services is steadily increasing in all regions.
This podcast provides our outlook for the adoption of mobile 5G services, including a discussion of how we expect take-up to be different from that of previous technology generations.
5 years may seem to be sufficient time for Arm to deliver IoT revenue growth ahead of returning to the public market, but many of its growth initiatives will take much longer to come to fruition.
Governments are changing their attitudes to austerity and may want to invest in new projects; telecoms operators and other players in the IoT value chain should consider how they could benefit.
On 14 October 2019, the US private equity firm Thoma Bravo announced that it was buying Sophos, the UK security firm. In this podcast, Research Director, Tom Rebbeck discusses Thoma Bravo’s strategy and outlines what the deal will mean for Sophos.
Principal Analyst, Catherine Hammond outlines the threats posed to operators by these alternative delivery models, and argues that operators must deliver effective SD-WAN solutions of their own, with good levels of customer satisfaction, in order to defend their connectivity revenue.
Principal Analyst, Michele Mackenzie discusses the trend of collaboration between mobile network operators and mobile virtual network operators for the purpose of expanding the IoT connectivity opportunity.
Analysys Mason recently conducted a survey of almost 3000 small and medium-sized businesses worldwide (by this, we mean companies with fewer than 1000 employees). In this podcast, we will hear from Igor Babić, who has been looking at the results from our survey. He will talk about how security requirements vary by country.
Our recent survey of around 3000 businesses worldwide shows that the smaller a business, the larger the relative impact of a cyber attack. Despite this, small companies are not well served by security vendors. In this podcast, Research Director, Tom Rebbeck discusses some of the results of this survey and what it tells us about cyber security and small businesses.
In this podcast, Research Director, Tom Rebbeck explains why telecoms operators should prioritise the launch of SD-WAN.
In this podcast, we hear from Igor Babic, an analyst on our cyber-security research programme. Igor discusses VMware's recently announced acquisition of Carbon Black and how this fits with VMware's broader strategy.
Enrique Velasco Castillo, Senior Analyst and Tom Rebbeck, Research Director at Analysys Mason discuss what blockchain is, and what it means for telecoms operators.
Based on reports:
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Blockchain in telecoms: revisiting use cases and challenges and
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Blockchain technology:emerging opportunities for operators
Terry van Staden, enterprise analyst and Tom Rebbeck, Director of Enterprise and IoT at Analysys Mason talk through the findings from our recent report on SME bundling strategies for operators: building an ICT portfolio for SMEs
Tom Rebbeck, Research Director of Enterprise and IoT at Analysys Mason and Catherine Hammond, Senior Enterprise Analyst discuss Analysys Mason's recently published worldwide enterprise forecast. They consider the outlook for operators addressing the enterprise market, and discuss how that varies by region and for different sizes of enterprise. They also talk about where they believe the most significant opportunities are for operators.
Rupert Wood, Research Director of Network Investment Strategies at Analysys Mason, and Tom Rebbeck, Research Director, discuss the investment by internet and industrial firms into China Unicom, and explore what this could mean for 5G. More at “China Unicom restructuring paves the way for industrial co-investment in 5G”.