Analysys Mason's Telecoms Podcast

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.

In this podcast, Ameer Gaili (Analyst) and Adaora Okeleke (Principal Analyst) discuss the current state of observability adoption in the telecoms market and the challenges that it presents to communications service providers. For more information on this and related topics, click here. 

Tom Rebbeck (Partner) and Eulalia Marin (Principal Analyst) discuss why the adoption of eSIM technology is inevitable in the consumer market and the challenges that this will bring for operators. This podcast is based on a recent article on the adoption of eSIM technology in the consumer market and can be accessed here.

In this podcast, Caroline Chappell (Partner) argues that there is no alternative to cloud-native networking. Operator networks must adapt to the pace of digital service innovation or they risk becoming irrelevant, displaced by public cloud and other new-entrant network providers. This podcast is based on a recent article on cloud-native network transformation and can be accessed here. For more insights on cloud-native network transformation and automation, click here.

Pre-packaged bundles for PC/Device-as-a-Service (PC/DaaS) are often not ideal because vendors and partners must customise each contract to individual business needs and budgets. However, small- and medium-sized businesses (SMBs) worldwide are increasing their spending on DaaS by 12.2% year-on-year from 2022 to 2023.  In this podcast, Bob Takacs (Research Director) and Li Lin (Senior Analyst) discuss the significant growth in PC/DaaS solutions. The associated article can be found here.

In this podcast, Caroline Chappell (Partner) and Adaora Okeleke (Principal Analyst) discuss the need for transformed data environments and AI to support cloud native automation. For further insights on this subject, watch our recent webinar covering the trends and challenges associated with the adoption of cloud-native networks. Don’t forget to check out our curated resources on cloud-native network transformation and automation, here.

To drive scale and openness in Open RAN, stakeholders must strive to simplify integration while also putting the building blocks in place to drive maturity in both neutral and in-house systems integration. In this podcast, Caroline Gabriel (Research Director) and James Kirby (Senior Analyst) discuss the role of system integration in Open RAN. The associated article can be accessed here. And don’t forget to check out our curated resources on vRAN and Open RAN, here.

For enterprise-focused mobile operators, IoT is perhaps the most-crucial service for achieving revenue growth over the next 5 years. In this podcast, Tom Rebbeck (Partner) and Catherine Hammond (Research Director) discuss the enterprise revenue trends and the importance of IoT revenue to enterprise divisions of operators. The associated article can be accessed here.

In this podcast, Caroline Chappell (Partner) and Daniel Beazer (Senior Analyst) discuss how cloud native networks need to run on edge native clouds and how this presents an opportunity for operators to generate new revenue streams. For more content on this subject, watch our recent webinar covering the trends and challenges associated with the adoption of cloud-native networks. Don’t forget to check out our curated resources on cloud-native network transformation and automation, here.

Challenger operators Digi, Free and Iliad have been more successful than their competitors at gaining subscribers in their respective countries. In this podcast, Tom Rebbeck (Partner) and Erik Ottosson (Associate Consultant) discuss mobile pricing strategies. The associated article can be accessed here and the Telecoms Market Matrix is available here.

Catherine Hammond (Research Director) and Matt Small (Research Analyst) discuss how environmental, social and governance (ESG) considerations have become increasingly important for businesses recently and a major component of the request for proposal (RFP) scorecard.  The associated article can be accessed here.  For more information on this subject, learn more from our case studies report and our insights into sustainability. 

The Orange-Telenet-VOO deals in Belgium show that European operators are following strategies for offering FMC services that go beyond the historical approach of owning fixed and mobile infrastructure. In this podcast, Stefano Porto Bonacci (Senior Analyst) and Tom Rebbeck (Partner) discuss how operators are making greater use of wholesale connectivity services and taking advantage of the roll-out of open-access networks from infrastructure players. The associated article can be accessed here.  Read more in this report, Fixed–mobile convergence in Belgium: trends and forecasts 2023–2028 For more insights into fixed-mobile convergence, click here.

The merger is an attempt to gain some market share and mobile economies of scale to help to overcome the weaknesses of the mobile-only model. In this podcast, Tom Rebbeck (Partner) and Eulalia Marin (Principal Analyst) discuss the merger between Vodafone and Three UK. The associated article can be accessed here.

In this podcast, Tom Rebbeck, partner, and Ibraheem Kasujee, senior analyst for IoT Services and Private Networks, talk to Romil Bahl, president and CEO of KORE.  Romil last appeared on the podcast in August 2021.  Today's podcast looks at how things have progressed at KORE. Tom, Ibraheem and Romil discuss KORE’s recent acquisition of Twilio’s IoT unit, how the economy and 2G/3G shutdowns have affected KORE, and KORE’s share price since the public listing. You can find the previous podcast with KORE here. You can also find a recent investor presentation outlining KORE’s recent results and strategy in further detail here.