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Analysys Mason Podcast
19 minutes | Aug 9, 2022
Now is the time to invest in the new cloud-based AR/VR market
Larry Goldman (Chief Analyst) and Sylvain Loizeau (Manager) discuss the new opportunity for both vendors and investors in the cloud-computing ecosystem that lies in the emergence of B2B/B2C cloud VR/AR applications. The associated article can be accessed here.
19 minutes | Aug 5, 2022
The 2Q 2022 results show that Ericsson and Nokia are sowing the seeds of future revenue growth
Larry Goldman (Chief Analyst) and Caroline Gabriel (research director for networks and 5G) discuss how Ericsson and Nokia Q2 results reflect the current state of mobile networks and changes for the future. The associated article can be found here.
8 minutes | Aug 5, 2022
AT&T and KDDI should provide inspiration for operators that are exploring the digital education market
Inigo Barker (Senior Analyst) and Simon Lumb (Senior Analyst) discuss AT&T's and KDDI's approaches to digital education. The associated article can be accessed here.
20 minutes | Jul 13, 2022
6G will be more than new spectrum and we need to be thinking about it now
In this podcast, Larry Goldman (Chief Analyst) and Caroline Gabriel (Research Director) discuss the technology and business changes necessary for implementation of 6G and why we need to be thinking about them now. The associated article can be accessed here.
15 minutes | Jul 7, 2022
The growing importance of TMT sustainability
In this podcast, Larry Goldman (Chief Analyst) and Maria Tunberg (Principal) discuss sustainability in the TMT industry. To learn more about how Analysys Mason supports clients to navigate the sustainability transition, click here.
14 minutes | Jun 24, 2022
SASE: what it is and what it means to telecoms operators
In this podcast, Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) give an overview of SASE and SSE. The associated articles can be accessed via the links below: Article 1 Article 2
15 minutes | Jun 20, 2022
Broadcom should not miss the opportunity to shape the future of multi-cloud networking with VMware
Broadcom entered into an agreement on 26 May 2022 to acquire VMware for USD61 billion. In this podcast, Gorkem Yigit (Principal Analyst) and Larry Goldman (Partner) discuss the potential value and synergies that Broadcom could create in the multi-cloud connectivity space. The associated article can be accessed here.
16 minutes | Jun 17, 2022
A high valuation for Vodafone IoT may be too tempting for Vodafone to ignore, despite the risks
Vodafone said, in its 2022 annual report, that it is in the process of separating out Vodafone IoT. This vague statement has created speculation about the operator’s plans for its IoT division. In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss the pressure that Vodafone is under to look at different options for its assets. The associated article can be accessed here.
14 minutes | Jun 9, 2022
Splitting off IT divisions may not always bring operators the hoped-for benefits
Many telecoms operators are considering separating and selling their IT businesses. However, in this podcast Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) caution against assuming that it will deliver more than a short-term boost. The associated article can be accessed here. You may also be interested in a related article on business services revenue and a selection of 12 operator case studies on SASE.
11 minutes | Jun 6, 2022
An introduction to NSR, a specialist satellite and space research and consulting firm
Analysys Mason acquired Northern Sky Research (NSR) in May 2022. NSR is a prominent global provider of satellite and space market research and consulting services specialising in the analysis of growth opportunities across four core industry sectors: satellite communications satellite and space applications financial analysis satellite and space infrastructure. In this podcast Chris Baugh (Founder and CEO, NSR) and Tom Rebbeck (Partner, Analysys Mason) give an introduction to NSR and discuss how NSR complements Analysys Mason's existing research and consulting services. You can learn more about NSR via its website.
10 minutes | May 31, 2022
Enterprises base their IoT connectivity partner selection on more than price
In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss IoT insights from a survey of 200 enterprises conducted by Analysys Mason in early 2022 on behalf of Sierra Wireless. Detailed findings from the survey can be found in Enterprise requirements for IoT connectivity on Sierra Wireless’s website. The associated Analysys Mason article can be accessed here. To learn more about Analysys Mason's IoT Services research programme, click here.
11 minutes | May 23, 2022
Pricing in a high-inflation environment: operators can learn from their counterparts in Turkey
High inflation, particularly in high-income countries, poses a threat to telecoms operators’ margins and their ability to retain customers and keep them satisfied. In this podcast, Inigo Barker (Senior Analyst) and Tom Rebbeck (Partner) discuss what operators can learn from their counterparts in Turkey. The associated article can be accessed here.
9 minutes | May 20, 2022
Business services have not driven operator revenue growth as hoped, but there are reasons to be optimistic
Vendors' and operators' hopes that overall revenue growth will be driven by the business segment have yet to be realised, but there are reasons to be cautiously optimistic about future business revenue growth. In this podcast, Matt Small (Research Analyst) and Tom Rebbeck (Partner) discuss the prospects for business services revenue growth. You can access the associated article here. More information about Analysys Mason's business revenue tracker is available here.
12 minutes | May 18, 2022
FTTH: opex efficiency trumps bandwidth demand
In this podcast, Larry Goldman (Chief Analyst) and Rupert Wood (Research Director) discuss fibre technology trends for network operators. Rupert will be speaking at the FTTH Conference 2022 in Vienna on 23-25 May. Learn more about the event and Analysys Mason's involvement here. Rupert's associated article can be accessed here.
9 minutes | May 11, 2022
The number of IoT connections grew steadily in 2021, but IoT revenue continued to come under pressure
Analysys Mason’s IoT/M2M revenue and connections tracker shows that IoT operators had mixed results in 2021. In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) discuss the knock-on effects from the pandemic and competitive pressures in the connectivity market. The associated article can be accessed here.
11 minutes | May 9, 2022
SMB technology survey insights: getting back to business
Analysys Mason surveyed 1149 small and medium-sized businesses (SMBs) in Germany, Singapore, the UK and the USA between December 2021 and January 2022. We asked SMBs how they have adapted to the changing business environment since the start of the pandemic and about their future plans. In this podcast, Bob Takacs (Research Director) and Tom Rebbeck (Partner) discuss the survey results and the implications for vendors and telecoms operators. To download the survey result reports, click here.
9 minutes | May 5, 2022
Operator approaches to consumer healthcare range from large platform plays to focusing on market niches
Many operators are unclear about how to approach the revenue opportunity in consumer digital healthcare. In this podcast, Inigo Barker (Senior Analyst) and Simon Lumb (Senior Analyst) discuss the approaches that operators can choose from depending on their strategic priorities. The associated article can be viewed here.
7 minutes | May 4, 2022
BT’s announcement to make EE its flagship brand may signal greater fixed–mobile convergence in the UK
BT Group announced on 27 April 2022 that it will make EE its flagship consumer brand. In this podcast, Simon Lumb (Senior Analyst) and Stephen Wilson (Principal Analyst) explore the reasons for this move and the consequences that it will have for other operators in the UK. The associated article can be accessed here.
12 minutes | Apr 29, 2022
UnaBiz’s acquisition of Sigfox will lead to a change in strategy and greater collaboration in the LPWAN space
UnaBiz became the new owner of Sigfox in April 2022. The deal marks a significant change in how Sigfox operates and collaborates with other LPWAN players. In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) assess the next steps for Sigfox and the implications for the LPWAN market. The associated article can be accessed here.
11 minutes | Apr 12, 2022
South Korean operators’ enterprise revenue grew strongly in 2021 and they have ambitious plans for future growth
SK Telecom aims to treble its enterprise revenue from by 2025 and KT aims to generate half of its revenue from B2B and digital services by 2025 (up from 40% in 2021). This podcast explores some of the strategies that are being employed to achieve these targets. The associated article can be accessed here.
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