Analysys Mason Podcast

In this episode, Analysys Mason analysts Adaora Okeleke, Joseph Attwood, Michelle Lam and Patrick Serberis discuss the key themes that emerged from DTW Ignite 2026. Listen to explore how telecoms operators are moving beyond AI experimentation towards real-world deployment in the OSS and BSS domains, the growing importance of trust and governance in agentic AI systems and how AI-native architecture...

The IoT connectivity market is changing rapidly. Ibraheem Kasujee, Senior Analyst at Analysys Mason, and Jon Connet, Chief Product Officer at Aeris, explore what is driving this evolution, and its impact.   Topics for discussion include: the new IoT eSIM specification, known as SGP.3, and how it will disrupt the IoT value chain how operators and IoT connectivity providers need to adapt their propo...

Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say? In this Analysys Mason podcast, our experts break down the IPO filing document, the S-1, to understand how Starlink is growing, how it is pricing its services and whether its margins can last. They also explore what the filing reveals about the future of satellite and telecoms competition. To learn more about o...

Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange. In this podcast, Charles Murray and Tom Rebbeck discuss what these moves tell us about the next phase of European mobile consolidation. They explore how JV unwinds sit alongside 4-to-3 mergers, what they mean for market structure, and whether they can support the E...

Space sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access through trusted partnerships? This podcast explores the commercial and strategic forces driving decisions across multi-orbit systems and national space ambitions. With insights from our Space experts Dallas Kasaboski, Alex Clark and Christopher Baugh, it offers a t...

In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate include: What do we know about 6G so far, and when will it become a reality? How will 6G differ from 5G, and will it address some of the challenges of 5G for towercos? How soon do towercos need to start planning f...

In this episode, Analysys Mason experts Tom Rebbeck, Dion Teo and Ismael Moreno-Gomez explore the growing momentum behind mobile consolidation in Asia–Pacific (APAC). They discuss: - recent mobile mergers across APAC - why crowded markets are driving consolidation - where future activity could emerge - how regulators are weighing competition and investment - what operators should consider before p...

In this podcast Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they explore some of the alternative measures that telecoms operators should consider instead. For more information, please see our related articles: Operators need new profitability metrics to measure the real value of diverse business groups and Comcast Business...

Amazon aims to leverage Globalstar's spectrum assets and device compatibility to capture the growing opportunity of satellite direct-to-device (D2D) services. This Analysys Mason podcast examines the tech giant's acquisition of Globalstar from multiple strategic angles, with a focus on space spectrum, the potential for D2D services and the impact on mobile network operators (MNOs). Explore our rel...

In this episode, two of Analysys Mason's leading experts, Tom Rebbeck and Paul Jevons, explore mobile consolidation through the lens of transformation and value creation. They focus on what it takes to turn deals into real results.  They discuss:  why value is often won or lost in the integration strategy long before the deal closes   how weak assumptions on cost, timelines and resources undermine...

Mobile operator consolidation is often straightforward to model, but far more complex to deliver in practice. In this episode, two of Analysys Mason’s experts, Charles Murray and Caroline Gabriel, explore what really determines success in mobile operator mergers. They discuss: - why network synergies are often overestimated - why IT systems and organisational culture create the greatest risks - ho...

The emerging orbital data centre market is attracting growing interest, driven by the expansion of space-based operations and the increasing challenges associated with terrestrial data centres. Rising demand for AI in both domains is further fuelling interest. The prominent entrepreneurs advocating orbital data centres, including Elon Musk, Sam Altman, Jeff Bezos and Eric Schmidt, highlight the co...

This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, and Alessandro Ravagnolo, Partner, discussing the renewed momentum behind mobile market consolidation in Europe. In this bite-sized segment Charles explores why 4-to-3 consolidation is firmly back on the agenda, what has changed since earlier European deals, and why recent regulatory decisions ar...

In this podcast, our space experts, Christopher Baugh, Partner, and Prachi Kawade, Senior Analyst, cover how Amazon Leo and TeraWave from Blue Origin will soon enter the low-Earth orbit (LEO) connectivity market and raise the competitive pressure on today’s satellite broadband leaders. Amazon Leo’s LEO network pairs gigabit class, enterprise-grade performance with deep AWS integration, signalling...

In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research in 2026. They explore spectrum, AI and why the telecoms industry may be ‘losing its religion’. Caroline, Chris and Tom also share the one thing that they will be watching most closely in 2026. Learn more about our research and insights here Subscriber content h...

The space industry is entering a decisive phase as satellite connectivity, government investment and new commercial models move from experimentation to large-scale deployment. In this podcast episode, Christopher Baugh, Partner and Head of Space Research, is joined by Antoine Grenier, Partner and Head of Space Consulting, alongside Lluc Palerm and Claude Rousseau, Research Directors in Analysys Ma...

At Analysys Mason, we celebrate every successful deal. In 2025, we supported over 210 deals across a range of technology-enabled services, from traditional telecoms and digital infrastructure to emerging sectors like space, IT services and software. It has been a year of growth, collaboration and transformation, as we have strengthened ties with the investment community and embraced new business m...

Telecoms operators will face critical strategic decisions in 2026 as AI investment reshapes the communications infrastructure landscape and intensifies pressure on traditional network economics. In this episode, Alessandro Ravagnolo, Partner, is joined by Caroline Gabriel, Partner, and Charles Murray, Partner, to discuss how telecoms operators should respond as capital requirements for AI and digi...

In this podcast, Gilles Monniaux, Principal at Analysys Mason, speaks with Ahmed Haddad, Technical Advisor at Arcep, about the French regulator’s approach to the evolution of wireless networks and digital sustainability. They begin by discussing a study conducted by Analysys Mason on behalf of Arcep on the evolution of the uses of wireless telecoms networks and on the dimensioning of those network...

Sovereign military satellite communication (satcom) networks are evolving from closed systems to hybrid architectures that integrate commercial satellite capacity to meet growing demand. In this episode, Christopher Baugh, Partner, speaks with Luke Wyles, Analyst, about how commercial satcom services are currently procured and integrated, as well as the associated security, governance and co-ordin...

In this episode, Tom Rebbeck, Partner and expert in telecoms services, and Jonathan Daniel, Analyst, discuss the latest trends across financial KPIs. They examine how revenue, EBITDA, capex and operating cashflow have evolved over the 12 months to 3Q 2025 and highlight the most notable shifts in operators’ financial performance. Read the related report: Operators’ financial KPIs: trends and analys...

Government funding plays a crucial role in the space industry; it supports both emerging and established companies. In this episode, Christopher Baugh, Partner at Analysys Mason, speaks with Dallas Kasaboski, Principal Analyst at Analysys Mason, and Craig Brown, Director of Investment at the UK Space Agency (UKSA). They discuss why government support is essential for the health of the space sector...

Adaora Okeleke, Principal Analyst at Analysys Mason, speaks with Matt Anderson, Head of Cloud IT Telecom Solutions at Google Cloud, and Tunc Yorulmaz, Senior Managing Director and Global Lead for Cloud First Networks at Accenture. They share insights from Analysys Mason’s perspective, GenAI in the network: CSP progress in adopting GenAI for network operations . They discuss how telecoms operators...

In this episode, Jenny Robertson, Managing Partner at Analysys Mason, spoke with Finnfund’s Kuutti Kilpeläinen, Head of Digital Infrastructure and Solutions Portfolio, and Niklas Simola, Investment Manager, Digital Infrastructure and Solutions, to discuss how investment in digital infrastructure can expand digital access and inclusion in emerging markets. They explore the challenge of closing cove...

In this episode, Grace Langham, Senior Analyst and expert in sustainability and ESG at Analysys Mason, speaks with Manuel Alomar, Re-think Lead at Liberty Blume, a Liberty Global company. They discuss how Liberty Blume's circularity business, Re-think, is helping customers to unlock value from unused assets while supporting more sustainable network upgrades and expansion worldwide. The conversatio...