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Analysys Mason PodcastAnalysys Mason PodcastIn-orbit services: the next step to improving security in spaceThe in-orbit services market is developing rapidly, driven increasingly by rising geopolitical tension. China and Russia have demonstrated satellites that are capable of moving and observing others, thereby prompting the U.S. Space Force to work with vendors such as Astroscale and Orion Space on in-orbit services missions. Blue Origin and SpaceX are also primed to conduct space missions that are aligned with future in-orbit mission requirements for satellite operators.   Opportunities in the in-orbit services market are numerous, but technical and business challenges must be addressed before this market can generate ongoing, sustainable revenue. Our s...2025-04-1722 minAnalysys Mason PodcastAnalysys Mason PodcastHow can mobile operators capture the value of satellite direct-to-device services?The satellite direct-to-device (D2D) service market continues to progress at an extraordinary pace; Starlink and T-Mobile are launching beta services in the USA, Skylo is partnering with Deutsche Telekom and Verizon, and AST and Lynk are testing, developing technologies and raising more funds. Satellite D2D services promise to eliminate no-coverage zones, thus enhancing subscribers' experience (and safety) and unlocking new business opportunities. However, it is not yet clear if consumers will actually pay for them. Our space and satellite experts Christopher Baugh and LLuc Palerm discuss these issues in this episode of the Analysys Mason podcast. 2025-04-0915 minAnalysys Mason PodcastAnalysys Mason PodcastIs Eutelsat OneWeb a suitable replacement for Starlink in Ukraine?In this episode, Christopher Baugh, Partner and head of the space research practice, Lluc Palerm, Research Director and head of the Satellite–Telecoms Integration programme, and Carlos Placido, senior adviser, discuss the potential for European satellite constellations such as Eutelsat OneWeb to replace Starlink in Ukraine and elsewhere. Geopolitics are causing turbulence in the satellite communications (satcom) sector, but Europe is stepping up its space connectivity plans in terms of its commercial and sovereign solutions. The conversation touches on the potential for a European-backed constellation to replace Starlink in Ukraine specifically and the strategies that European space players will follow....2025-03-0714 minAnalysys Mason PodcastAnalysys Mason PodcastThe end of big capex in telecoms: causes and implicationsIn this episode, Caroline Gabriel, Partner and expert in network and cloud strategies and architecture, engages in a wide-ranging discussion with Rupert Wood, Research Director and expert in network infrastructure, about trends in telecoms capex. They delve into the reasons behind the recent decline in operator capex worldwide, focusing on 5G and FTTP, and how this decline is connected to the slowing demand for bandwidth coupled with a supply of infrastructure that will be sufficient for the foreseeable future. Rupert shares insights from his strategy report, "The end of big capex: new strategic options for the telecoms...2025-02-2724 minAnalysys Mason PodcastAnalysys Mason PodcastNavigating data traffic: technology upgrades, spectrum policy, and operator strategiesIn this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Janette Stewart, expert in spectrum management, policy and valuation, discuss some of the highlights from the European 5G conference in January 2025. They focus on future mobile traffic patterns, mobile technology upgrades and the implications for mobile spectrum assignment policy and operator strategies. 2025-02-2014 minAnalysys Mason PodcastAnalysys Mason PodcastNavigating public policy and innovation with Quint Simon of AWSWelcome 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...2025-02-1039 minAnalysys Mason PodcastAnalysys Mason PodcastStarlink's in-flight connectivity is taking off: what is the impact and what can incumbents do to compete?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 a...2025-02-0520 minAnalysys Mason PodcastAnalysys Mason PodcastAnalysys Mason's predictions for the technology, media and telecoms sector in 2025Each 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.  2025-01-2833 minAnalysys Mason PodcastAnalysys Mason PodcastSatellite manufacturing and launch services: 2024 in review2024 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.  2025-01-2118 minAnalysys Mason PodcastAnalysys Mason PodcastTelefónica’s ESG strategy: shaping sustainability in telecomsWelcome 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 dri...2025-01-1329 minAnalysys Mason PodcastAnalysys Mason PodcastWhy military satellite communications need multi-orbit connectivityMulti-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. 2024-12-1917 minAnalysys Mason PodcastAnalysys Mason PodcastWhat NaaS is and why it is importantIn 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? 2024-12-1619 minAnalysys Mason PodcastAnalysys Mason PodcastHow SMBs are navigating the cyber-security landscape: insights from MicrosoftWelcome 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...2024-11-2127 minAnalysys Mason PodcastAnalysys Mason PodcastSpace Ground Segment: the critical enabler of space growthIn 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...2024-11-1815 minAnalysys Mason PodcastAnalysys Mason PodcastEcoDataCenter on balancing sustainability and growthIn 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. 2024-11-1224 minAnalysys Mason PodcastAnalysys Mason PodcastThe impact of high-res Earth observation data on AI and data downlinkIn 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...2024-10-3120 minAnalysys Mason PodcastAnalysys Mason PodcastSubmarine cables and their vital role in global connectivityIn 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...2024-10-2417 minAnalysys Mason PodcastAnalysys Mason PodcastBenchmark your sustainability progress with the Sustainable Networks programmeThis 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 in...2024-10-1624 minAnalysys Mason PodcastAnalysys Mason PodcastThe current state of AI adoption in the telecoms marketIn 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.  2024-10-1118 minAnalysys Mason PodcastAnalysys Mason PodcastHow Cisco approaches sustainabilityWelcome 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 opportunitie...2024-10-0222 minAnalysys Mason PodcastAnalysys Mason PodcastFuture trends and challenges in spectrum policy for mobile networksIn 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 ac...2024-09-2710 minAnalysys Mason PodcastAnalysys Mason PodcastHow operators can differentiate enterprise connectivityFixed 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. 2024-09-0910 minAnalysys Mason PodcastAnalysys Mason PodcastA sustainable future for telecoms towers, with TOTEM's Sylvie LienardWelcome 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 inn...2024-08-2844 minAnalysys Mason PodcastAnalysys Mason PodcastSmall satellite launch strategiesNew, 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....2024-08-2019 minAnalysys Mason PodcastAnalysys Mason PodcastRevenue growth: strategies of successful operatorsTom 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. 2024-08-1409 minAnalysys Mason PodcastAnalysys Mason PodcastGeospatial intelligence and AI in Earth observation marketsIn 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 ca...2024-07-2524 minAnalysys Mason PodcastAnalysys Mason PodcastIntel’s approach to sustainable computing with Kathleen FiehrerWelcome 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 se...2024-07-1617 minAnalysys Mason PodcastAnalysys Mason PodcastGovernment and military space: capturing opportunities in a transitional marketIn 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 sate...2024-07-1014 minAnalysys Mason PodcastAnalysys Mason PodcastHow Infranode is navigating sustainability and ESG in digital infrastructureWelcome 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 su...2024-06-2420 minAnalysys Mason PodcastAnalysys Mason PodcastThe future of Earth observation and AI with EarthDaily AnalyticsWelcome 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 i...2024-06-1925 minAnalysys Mason PodcastAnalysys Mason PodcastVodafone’s future: what’s next for the telecoms giantIn 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. 2024-06-1015 minAnalysys Mason PodcastAnalysys Mason PodcastGoogle DeepMind’s vision: the future of AI with Jennifer BeroshiWelcome 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 id...2024-06-051h 03Analysys Mason PodcastAnalysys Mason PodcastSES’s sustainability journey: ESG in orbit with Amber LedgerwoodWelcome 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 spac...2024-06-0415 minAnalysys Mason PodcastAnalysys Mason PodcastIMDA’s approach to AI governance and policy with Denise WongWelcome 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 to 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 Info...2024-05-2127 minAnalysys Mason PodcastAnalysys Mason PodcastOperator business revenue: past and future trendsBusiness 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...2024-05-1509 minAnalysys Mason PodcastAnalysys Mason PodcastIs Starlink ready to take to the skies?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. 2024-05-0714 minAnalysys Mason PodcastAnalysys Mason PodcastEarth observation: from data to analyticsIn 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. 2024-05-0113 minAnalysys Mason PodcastAnalysys Mason PodcastAI: opportunities and pitfalls with BridgepointWelcome 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 str...2024-04-2514 minAnalysys Mason PodcastAnalysys Mason PodcastHow AI and Wi-Fi can help operators manage metaverse trafficIn 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. 2024-04-1713 minAnalysys Mason PodcastAnalysys Mason PodcastHow operators can capture the growing SME cyber-security marketSelling 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 Cath...2024-04-0908 minAnalysys Mason PodcastAnalysys Mason PodcastHow Vodafone is leveraging AI for competitive advantageIn 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. ...2024-04-0910 minAnalysys Mason PodcastAnalysys Mason PodcastMicrosoft’s insights: how AI adoption can give SMBs an edge over larger companiesWelcome 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...2024-04-0221 minAnalysys Mason PodcastAnalysys Mason PodcastGenAI winners and losers in the TMT industryWelcome 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 industr...2024-03-1910 minAnalysys Mason PodcastAnalysys Mason PodcastHow Matter will enable smart home services for IoTIn 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. 2024-03-1915 minAnalysys Mason PodcastAnalysys Mason PodcastIs satellite direct-to-device technology ready for prime time?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. 2024-03-1113 minAnalysys Mason PodcastAnalysys Mason PodcastLessons from Las Vegas: edge adoptionMary 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. 2024-03-0418 minAnalysys Mason PodcastAnalysys Mason PodcastIs the telecoms sector taking the right approach to network APIs?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.  2024-03-0113 minAnalysys Mason PodcastAnalysys Mason PodcastPrivate LTE/5G networks: the opportunity and market driversIn 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. 2024-02-2010 minAnalysys Mason PodcastAnalysys Mason PodcastHow operators can achieve network convergence with cloud-native platformsCaroline 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. 2024-02-1307 minAnalysys Mason PodcastAnalysys Mason PodcastAT&T’s cloud platform decision: will it opt for disaggregated Open RAN?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 ho...2024-02-0507 minAnalysys Mason PodcastAnalysys Mason PodcastWill SpaceX continue to dominate the satellite market?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. Th...2024-01-2913 minAnalysys Mason PodcastAnalysys Mason PodcastHow US mobile operators are growing ARPU with unlimited data plansVerizon 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. 2024-01-1909 minAnalysys Mason PodcastAnalysys Mason PodcastSpeeding up operators’ adoption of edge computingMary 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. 2024-01-1912 minAnalysys Mason PodcastAnalysys Mason PodcastAnalysys Mason launches three new satellite programmesIn 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. 2024-01-0329 minAnalysys Mason PodcastAnalysys Mason Podcast5G enterprise services: how operators can accelerate monetisationFew 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 c...2023-12-0510 minAnalysys Mason PodcastAnalysys Mason PodcastHow GenAI is transforming the telecoms sectorIn 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. 2023-11-2319 minAnalysys Mason PodcastAnalysys Mason PodcastEdge and private networks: what’s driving adoption?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. 2023-11-2312 minAnalysys Mason PodcastAnalysys Mason PodcastEE’s new fixed–mobile convergence strategy in the UKTom 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. 2023-11-0709 minAnalysys Mason PodcastAnalysys Mason PodcastPrivate networks: how service providers can stand outTom 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. 2023-11-0211 minAnalysys Mason PodcastAnalysys Mason PodcastAs B2C messaging apps like WhatsApp grow, how can operators protect revenue?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. 2023-10-2610 minAnalysys Mason PodcastAnalysys Mason PodcastUK FTTP: from disruption to consolidationOver 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. 2023-10-1708 minAnalysys Mason PodcastAnalysys Mason PodcastSD-WAN growth: doubling sites as SASE revenue hits USD20 billionSD-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. 2023-10-1110 minAnalysys Mason PodcastAnalysys Mason PodcastB2B connectivity ARPU stagnation: what should operators do?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.  2023-10-0911 minAnalysys Mason PodcastAnalysys Mason PodcastThe changing SMB devices and peripherals marketSMBs 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. 2023-10-0609 minAnalysys Mason PodcastAnalysys Mason PodcastWhy telcos must develop a satellite strategy nowIn 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 dire...2023-10-0309 minAnalysys Mason PodcastAnalysys Mason PodcastBeyond discounting: fixed–mobile bundles with added valueIn 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. 2023-09-2508 minAnalysys Mason PodcastAnalysys Mason PodcastCloud-native networks: driving a new automation paradigmThe 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. 2023-09-1808 minAnalysys Mason PodcastAnalysys Mason PodcastSovereign cloud: the opportunity for operatorsCatherine 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 2023-09-1107 minAnalysys Mason PodcastAnalysys Mason PodcasteSIMs and iSIMs: why they are important for IoTIn 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 2023-09-0711 minAnalysys Mason PodcastAnalysys Mason PodcastOpportunities for operators in the SOHO marketIn 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. 2023-09-0510 minAnalysys Mason PodcastAnalysys Mason PodcastObservability adoption: a status reviewIn 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.  2023-08-2509 minAnalysys Mason PodcastAnalysys Mason PodcastWhy the adoption of eSIM is inevitableTom 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. 2023-08-1708 minAnalysys Mason PodcastAnalysys Mason PodcastCloud-native networking: why operators have no alternativeIn 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. 2023-08-1509 minAnalysys Mason PodcastAnalysys Mason PodcastSMBs worldwide are increasing their spending on PC/DaaS as they adapt to remote and hybrid workPre-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. 2023-07-3107 minAnalysys Mason PodcastAnalysys Mason PodcastThe role of data and AI in achieving cloud-native automationIn 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. 2023-07-2613 minAnalysys Mason PodcastAnalysys Mason PodcastSystem integration: an enabler or barrier for Open RAN?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. 2023-07-2417 minAnalysys Mason PodcastAnalysys Mason PodcastIoT connectivity will account for nearly 20% of operators’ mobile services revenue from enterprises by 2027For 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. 2023-07-1910 minAnalysys Mason PodcastAnalysys Mason PodcastFrom cloud native to edge nativeIn 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. 2023-07-1314 minAnalysys Mason PodcastAnalysys Mason PodcastChallenger operators in Europe have gained subscriber market share by keeping prices flatChallenger 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. 2023-07-0710 minAnalysys Mason PodcastAnalysys Mason PodcastFew operators meet the current demand for supporting their business customers’ ESG goalsCatherine 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.  2023-07-0511 minAnalysys Mason PodcastAnalysys Mason PodcastDeals in Belgium highlight the new strategies used by operators in Europe for offering fixed–mobile bundlesThe 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. 2023-06-3008 minAnalysys Mason PodcastAnalysys Mason PodcastThe Vodafone–Three merger will help to address some of the weaknesses of the mobile-only modelThe 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. 2023-06-2210 minAnalysys Mason PodcastAnalysys Mason PodcastFollow-up discussion with Romil Bahl, CEO of KOREIn 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 presenta...2023-06-0819 minAnalysys Mason PodcastAnalysys Mason PodcastOperator Wi-Fi strategies will become more important as fibre and 1Gbit/s speeds become commonplaceOperators 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.  2023-06-0517 minAnalysys Mason PodcastAnalysys Mason PodcastNetwork investment remained high in 2022 while accelerated cost cuts mitigated inflationary pressureIn 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. 2023-06-0108 minAnalysys Mason PodcastAnalysys Mason PodcastOperators are scaling back ambitions in consumer IoT and are focusing on specific sub-sectorsOperators 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. 2023-05-3012 minAnalysys Mason PodcastAnalysys Mason PodcastOperator business revenue: trends and analysis 4Q 2022Business 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.  2023-05-2209 minAnalysys Mason PodcastAnalysys Mason PodcastOperators should capitalise on their strong cloud revenue growth rates with further investmentOperators 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 2023-05-0407 minAnalysys Mason PodcastAnalysys Mason PodcastOperators need to provide better education and support to capture more of SMEs’ spend on IT solutionsOperators’ 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. 2023-05-0213 minAnalysys Mason PodcastAnalysys Mason PodcastHigh inflation may force operators to accelerate copper decommissioning programmesEconomic 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 re...2023-04-2708 minAnalysys Mason PodcastAnalysys Mason PodcastThe future of mobileIn 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.  2023-04-2022 minAnalysys Mason PodcastAnalysys Mason PodcastLatest SMB IT spending forecast: implications for vendors and telecoms operatorsBob 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. 2023-04-1808 minAnalysys Mason PodcastAnalysys Mason PodcastPrice rises in Western Europe are giving challengers an opportunity to boost their mobile and fixed market share.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. 2023-04-1410 minAnalysys Mason PodcastAnalysys Mason PodcastOperators can increase their business revenue by using curated bundles to help SMEs adopt more IT servicesCatherine 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.  2023-04-1111 minAnalysys Mason PodcastAnalysys Mason PodcastGulf operators are scaling up their IT capabilities for enterprises but should do more to attract SMEsGulf 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.  2023-04-0510 minAnalysys Mason PodcastAnalysys Mason PodcastOperators should be cautious about deploying unlimited mobile data plansNPS 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. 2023-03-2409 minAnalysys Mason PodcastAnalysys Mason PodcastMWC 2023: private networks received more attention than IoT, despite several interesting new IoT venturesActivity 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. 2023-03-1015 minAnalysys Mason PodcastAnalysys Mason PodcastRural broadband: making the right technology choiceGovernments 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.  2023-02-0317 minTech Talks DailyTech Talks DailyAnalysys Mason Predicts Increased IT Spending by SMBsIn its latest SMB technology forecast, Analysys Mason predicted that IT spending by SMBs will grow at a growth rate of 7.5% between 2022 and 2027. In addition, cloud-based categories are expected to grow from USD $600 billion in 2022 to USD $1.0 trillion in 2027. Bob Takacs, Research Director and SMB IT practice leader at Analysys Mason, commented on the forecast, “Our latest forecast reveals the shift in SMBs’ behavior and priorities since the pandemic. We see increased investments in categories driving resiliency and efficiency. This is an important release because we accounted for the impact of three critical drivers, including SMB’s changi...2022-11-0321 minThe Decade of IoTThe Decade of IoTEpisode 5: Analysys MasonThe intersection of telcos, cloud service providers, and IoT providers can be the point where technology solutions see the greatest value. In this episode of the podcast, KORE and Analysys Mason talk networks, cloud services, and IoT.2022-05-0326 min