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 Mason’s space practice. They discuss why 2026 will mark a year of adoption and scaling for the space sector, including the accelerating integration of satellite and terrestrial networks; rising demand for direct-to-device services; increasing government focus on sovereignty and control; and the implications of growing investment, consolidation and infrastructure build-out across the space value chain. Read the full predictions here: Predictions for the space industry in 2026. Watch the video episode here: Predictions for the space industry in 2026

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 models.

In this podcast episode, Alessandro Ravagnolo, Partner, is joined by Charles Murray, Partner, as they delve into the Analysys Mason technology, media and telecoms (TMT) merger and acquisition (M&A) predictions for 2026. They explore how TMT investors will navigate the evolving landscape of market consolidation, the impact of new technologies like AI and the strategic decisions that will shape the industry’s future. Join us as we look ahead to another year of bold ideas, strategic partnerships and transformative deals.

Explore all of our M&A predictions

Watch the the video

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 digital infrastructure increase. They explore the investment decisions that operators must make, the implications for network ownership and infrastructure strategy, and whether market consolidation will be essential to achieving scale and sustainable returns. Read the associated full predictions:  Telecoms operators will battle for position as their infrastructure capex is dwarfed by spending on AI

France is likely to be the next major European market to go from four to three mobile operators in 2026

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 networks. They also explore digital sustainability and how Arcep incorporates it into its work. Topics include:

• the potential evolution of wireless network use cases (evolution of demand)
• the ability of wireless networks to increase their capacity through developments such as refarming, increased network sharing, the use of new spectrum bands, etc. (evolution of networks)
• how the study uses scenarios to assess the impact of the uncertainty associated with the evolution of both demand and networks
• the environmental impact hotspots in the ICT sector, including devices, networks and data centres
• how a regulator like Arcep integrates sustainability into its regulatory policy and the role national/international collaboration plays into that.

This episode offers practical insights for policy makers, operators and stakeholders on balancing network innovation with environmental responsibility.

Read the related report: https://en.arcep.fr/fileadmin/reprise/dossiers/frequences/etude-usages-et-reseaux_sept2025/study-executive-summary_evolution-uses-telecoms-networks_ENG_sept2025.pdf

Read more work on Arcep’s work on digital sustainability: https://en.arcep.fr/arcep/arcep-europe-international/digital-sustainability.html

Learn more about Analysys Mason's regulation and policy services: Regulation and policy for telecoms, media and technology (TMT)

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-ordination challenges for governments.

They discuss why secure, zero-trust orchestration is becoming central to hybrid military satcom architectures, and how this aligns with alliance initiatives such as IRIS2 and the NATO Commercial Space Strategy. Learn more about Analysys Mason's Space research and insights.

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 analysis

Visit Analysys Mason DataHub

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 and how it is deployed, including grants, subsidies, contracts and other mechanisms.

The conversation explores:

• current government support initiatives for the space industry in the UK and how they are deployed
• which organisations benefit most from government funding and why commercial markets still require support
• how government intervention supports start-ups as they scale and work towards sustainability
• the role of public funding in helping companies to raise private investment
• the outlook for space security and defence programmes in the current geopolitical climate
• how funding aligns with the various stages of technology development
• how private-sector space companies should approach and use government support.

This episode also provides insight into how public-sector support influences space market growth, investment and long-term sustainability.

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 are using generative AI (GenAI) for network operations. Topics include:

• early learnings from GenAI deployments in telecoms networks

• key challenges that operators face when applying AI to network operations and automation

• how agentic AI could support the future evolution towards autonomous networks.

This episode offers clear, practical guidance for telecoms executives and network leaders that are looking to scale GenAI, cloud and automation in their networks and understand the emerging role of agentic AI in network transformation.

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 coverage gaps and highlight why affordability is key to expanding digital access. They discuss how impact funds can drive meaningful change, supported by Finnfund’s real-world examples and experiences from recent investments that have made a difference for communities in developing countries.

The conversation also looks to the future, and examines new investment opportunities and the transformative potential of satellite connectivity, AI and public–private partnerships to further accelerate digital inclusion.

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 conversation highlights the growing importance of tech circularity as the telecoms industry works to reduce e-waste and manage technology more responsibly. Explore our related content:  How are operators promoting broadband circularity? Cost and complexity hinder the recycling of broadband equipment Waste and circularity benchmarks for telecoms operators

Starlink has become the most disruptive force in the satellite industry, and the new service-level agreement (SLA) guarantees for its ‘Priority’ packages add to the disruption.

In this episode, space and satellite experts Christopher Baugh and Lluc Palerm discuss how these developments are changing competition in high-value verticals such as backhaul, enterprise and maritime. They explore how traditional satellite connectivity providers can defend their positions, differentiate their services and continue to deliver value in an increasingly Starlink-dominated market.

Learn about Starlink's broadband access plans and pricing tracker 2Q 2025.

In this episode, Adaora Okeleke, Principal Analyst and expert in AI and data management platforms, speaks with Laurent Laisney, Telecoms Industry Strategist at Teradata. Together, they explore how hybrid data cloud deployment models can help telecoms operators to modernise their data environments and scale AI adoption. They draw on insights from Analysys Mason’s Modernising CSPs' data architectures for network analytics/AI-driven automation to discuss:

• the factors slowing down operators’ adoption of AI
• how hybrid data cloud can address these challenges
• the key requirements operators should consider when deploying hybrid models.

This discussion offers clear, actionable perspectives for decision makers on the role of hybrid data cloud in enabling AI adoption in the telecoms industry.

In this episode, Christian Fischer, Senior Principal, speaks with Christopher Hellmann, Chief Transformation Officer at Manage Now and Associate Director at private equity group Aequita. Together, they explore the transformation of Manage Now following its 2024 carve-out from Fujitsu Services.

The discussion covers the strategy that reshaped the business, including redefining the go-to-market approach, streamlining operations and building a customer-centric medium-sized IT services company. Christopher shares candid insights into the challenges, breakthroughs and bold decisions that turned the carve-out into a high-impact value creation story.

Hear what made this transformation a success and what lies ahead for Manage Now, with lessons for operators, investors and IT services leaders that are navigating carve-outs and strategic change.

In this episode, Catherine Hammond, Research Director, and Adaora Okeleke, Principal Analyst, explore how operators can generate new revenue by offering AI services to enterprise customers. They draw on recent research to discuss the most promising AI solutions, opportunities for differentiation and how telecoms operators can compete with hyperscalers and other technology providers.

Access the related report: Enterprise AI services: 13 operator case studies and analysis Read the associated articles: Operators’ enterprise AI service portfolios extend far beyond AI infrastructure services Operators can generate substantial revenue from AI services even without big investments in infrastructure

In this episode, Tom Rebbeck, Partner, and Martin Scott, Research Director, draw on our latest research to explore telecoms operators’ revenue growth strategies. They discuss why connectivity is still central to most operators’ plans, their reduced focus on adjacent growth initiatives and what makes NTT and KT stand out from the competition. The conversation offers insights for telecoms executives, investors and regulators about the risks and opportunities shaping operator business models.

Further reading related to this podcast: 

Operators are relying on connectivity for growth, but this may not be enough

Operator growth strategies: case studies and analysis (volume VII)

Digi’s approach is one that other operators could learn from

Iliad’s central telecoms strategy is similar to that of most operators, but the details have lessons for others

MVNOs from challenger banks aim to disrupt telecoms market

Community Fibre highlights the threat of the pureplay fibre model

KDDI’s results demonstrate the challenges of entering new markets

SK Telecom is investing heavily in its AI revenue goal

Adaora Okeleke, Principal Analyst and expert in AI and data management at Analysys Mason, speaks to Dave Duggal, Founder and CEO of EnterpriseWeb, to explore how agentic AI can help telecoms operators realise their ambitions for autonomous operations. Drawing on insights from Analysys Mason’s reports Understanding AI agents in the telecoms industry  and Addressing the challenge of AI agent interoperability, they discuss how operators can apply agentic AI and the concept of ‘ontology’ to achieve their autonomous operations objectives. 

They discuss:

• operators’ objectives and vision for adopting agentic AI
• the current state of adoption and the challenges operators face in deploying agentic AI today
• practical steps to overcome these challenges and progress towards autonomous operations

This discussion offers clear, actionable perspectives for decision makers seeking to understand the potential of agentic AI and how to apply it effectively to automate telecoms operations. 

Learn more about the related reports: Understanding AI agents in the telecoms industry and Addressing the challenge of AI agent interoperability.

In this episode, Joseph Attwood, Analyst, and Michelle Lam, Senior Analyst, discuss the need for telecoms operators to evolve their approach to network automation if they hope to achieve their autonomous networking goals.

They explore the two pathways that operators can follow to overcome the limitations of NFV MANO. The first of these pathways is to implement cloud-native automation based on Kubernetes’s orchestration capabilities and GitOps methodologies. The second is for operators to adapt their network automation as ETSI evolves its NFV MANO architecture to the new Telco Cloud MANO architecture.

Joseph and Michelle discuss the advantages and trade-offs of each pathway as well as which approach various operators are likely to adopt.

Read the related strategy report and article.

As fixed broadband providers upgrade home broadband equipment or as consumers switch providers, a growing stream of electronic waste such as modems, routers and set-top boxes is produced. Managing this e-waste is both costly and complex, and operators often fall short in transparently reporting on the disposal of home broadband equipment.

In this podcast episode, analysts Grace Langham and Donye Liu explore the progress and challenges operators face in building circularity into their home broadband hardware. They also highlight initiatives from operators that are working to responsibly recover, reuse and recycle obsolete equipment.

Read the related article.

The US Golden Dome programme offers a significant prospect for satellite manufacturers and related players. This proposed multi-layered network of satellites aims to improve and consolidate the US military’s security and prevalence in space, via a large number of highly capable satellites and support infrastructure. Manufacturers and vendors capable of delivering on time, at cost and with competitive offerings will benefit from the significant budget allocations. However, there havebeen challenges related to manufacturers and supply chains for similar programmes. Such challenges must be properly navigated in this programme to best meet the opportunity ahead.

Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss these issues in this episode of the Analysys Mason podcast.

See related report and tracker.

In this podcast, Jakub Konieczny, Senior Analyst, is joined by Ameer Gaili, Senior Analyst, as they discuss the findings of their recently published Network APIs: worldwide forecast 2024–2030 report.

While Analysys Mason forecasts the network application programming interface (API) market to reach USD7.6 billion by 2030, Jakub and Ameer explain why the true opportunity lies in the long-term, with the market potentially growing four to eight times larger by 2035. Their discussion examines the APIs expected to drive this growth, highlights early monetisation trends, assesses the potential for communications quality APIs (such as Quality on Demand) and offers strategic recommendations for operators. Their conversation also explores why Analysys Mason’s forecast numbers are more grounded compared to other forecasts.

In this podcast, Luke Wyles, programme head for Analysys Mason’s Space Ground Segment research programme, and Christopher Baugh, Partner, discuss the importance of control architecture for flat-panel antennas (FPAs). Their discussion covers the positioning of analogue, digital and hybrid beamforming technologies in the FPA market, addressing the inherent trade-offs in performance, product development and commercial suitability. They also explore the technical requirements needed for these terminals to serve satellite communications (satcom) networks today, and also into the future. Finally, they examined the barriers impeding the development of fully digital solutions today, and the long-term cost perspective of the technology.

In this podcast, Caroline Gabriel, expert in telecoms networks, and Tom Rebbeck, expert in telecoms services, discuss the threat that low-cost challengers like Digi and Iliad pose to established operators. They examine the model used by these low-cost players and explore options for responding to the threat that they present.

Read the associated articles:  Telstra highlights the failure of established operators to address the threat posed by low-cost challengers The future of the service provider: how to respond to low-cost challengers

Small and medium-sized businesses (SMBs) are leaning on technology to transform and grow their businesses. They are now more technologically advanced and better-informed than ever before, and they understand that technology is key to business continuity. In this episode, Karthik Pannala, Principal Analyst, and Li Lin, Senior Analyst, discuss what is driving SMBs’ investments in IT and what their priorities are.

Read the related report.

Starlink is transforming the maritime connectivity market by offering higher speeds and more affordable connectivity services which are disrupting the dominance of traditional premium satellite communication (satcom) providers. With the average revenue per unit (ARPU) falling from USD2000 to USD700 or less in the last 5 years, geostationary Earth orbit (GEO) incumbents are being forced to either cut prices or shift toward higher value offerings.

In this episode, Christopher Baugh, Partner, and Shagun Sachdeva, Senior Analyst, discuss the impact of declining ARPU in the maritime market and what the opportunities are for incumbent satcom providers despite the intense market pressure. As non-geostationary Earth orbit (NGEO) adoption accelerates and customer expectations evolve, the future of maritime satcom may be defined by scale and service innovation.

Christopher and Shagun discuss how legacy players can adapt in this changing landscape, whether through hybrid multi-orbit strategies, managed service models or vertical integration.

Find out more about Analysys Mason's space capabilities here.

In this episode, Joseph Attwood, Analyst, and Catherine Hammond, Research Director, discuss growing opportunities in the NaaS market for service providers. In particular, they discuss Analysys Mason’s recent NaaS forecast which estimates that NaaS connectivity revenue worldwide will grow at a CAGR of 42% between 2024 and 2029 to reach USD14.7 billion. They explore the main characteristics of NaaS, the size of the NaaS market compared to the traditional fixed connectivity market, and the current trends and drivers of the NaaS market. Additionally, they discuss how service providers can best succeed in the NaaS market, which is still nascent, but growing strongly.

Read the associated article.

In this podcast, Rupert Wood, Research Director, discusses the issue of delayering with Tom Rebbeck, Partner. They talk about why more telecoms operators are delayering their operations, what the rationale is for this delayering and how the results look so far. They also explore how delayering might develop in the future.

Explore the related report.

In this episode, Tom Rebbeck, Partner and Simon Sherrington, Research Director discuss the recently announced Charter−Cox merger and its implications for US cable operators (cablecos) as well as the wider US broadband market. They discuss the opportunities the merger will create for the newly combined company, whether US regulators will be concerned about the deal and whether the increased scale and resources will enable the to erode FTTP providers’ cost advantage.

Listen to related podcast: Do cablecos need to reconsider their technology strategies?

In this podcast, Catherine Hammond, Research Director, and Tom Rebbeck, Partner, discuss the recently announced deal to merge Virgin Media O2’s business division with Daisy Communications. They discuss the objectives of the deal, its chances of success and the implications for the broader telecoms market.

In this episode, Martin Scott, Research Director and expert in consumer telecoms and media, talks with Dongye Liu, Research Analyst, about how leading broadband providers are minimising churn in their customer bases. They discuss the main strategies that operators are relying on, such as maximising the impact of the migration of customers to fibre, improving the quality of experience, fixed–mobile convergence and bundling value-added services. They consider best-practice examples of how operators have implemented these strategies and discuss how operators might develop sustainable strategies to maintain low broadband churn rates and improve customer satisfaction. Learn more about our Fixed Services programme and read our related case study report.

The 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 space and satellite experts, Christopher Baugh, Dallas Kasaboski and Dafni Christodoulopoulou, discuss these issues in this episode of the Analysys Mason podcast.

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.

Learn more about satellite strategies for telecoms operators.

In this episode, Tom Rebbeck, Partner and expert in TMT consumer and business services, talks with Simon Sherrington, Research Director and expert in fibre infrastructure and sustainability, about FTTP network expansion in the USA and how it is affecting US cable operators (cablecos).

They discuss how the rapid expansion of FTTP networks is leading to increasing overlap between fibre broadband and cable broadband networks, how cablecos are losing market share and what this might mean for the future. In this context, they discuss how cablecos’ network upgrade strategies may be putting them at a cost disadvantage, and consider the alternative options that are open to these players.

Learn more about our Fibre Infrastructure programme or visit our related article.

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.

For more information, see Analysys Mason’s Non-GEO Constellations Analysis Toolkit, which underpins the data and insights in this podcast.

In 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 industry," which explores industry misconceptions about the relationship between investment and demand. He suggests that the industry is experiencing a crisis of overproduction, with industry players still wedded to productive forces that deliver low returns. However, he argues that new models for operator and vendor investment will emerge from this crisis, tied to newer productive forces.

During the discussion, Rupert also shares insights into Analysys Mason's capex forecasts, which indicate that operator capital intensity will fall until 2030, with no major cyclical rebound in overall network investment in the foreseeable future.

In 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.

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 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 Information. It leads Singapore's digitalisation journey by developing a vibrant digital economy and an inclusive digital society.

Paul, David and Denise 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-border 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

• • the Navigator scenario: what it looks like and who could benefit

• • the Pilot scenario: a more radical situation, and who is best positioned to take advantage

• • 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.