Analysys Mason Podcast

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...

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,...

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...

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-...

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 outl...

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-makin...

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...

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 arti...

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-se...

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 cha...

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...

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...

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...

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 e...

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 p...

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 a...

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 di...

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 manufacturi...

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 strategi...

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...