Analysys Mason's Telecoms 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. Dur

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-hig

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 respons