Analysys Mason's Telecoms Podcast

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 ins

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 sustaina

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 oper

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 analyti

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.  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) langu

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 sustainab

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

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

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

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 strateg