Podcast
Analysys Mason Podcast
Hosted by Analysys Mason · EN
The Analysys Mason Podcast features timely commentary from our expert consultants, analysts and guest speakers on the issues and challenges shaping technology-intensive industries, including telecoms, digital infrastructure, software, IT services, space, defence, manufacturing and logistics.
33episodes
Episodes
Newest firstAll episodes
What works when communications fail: resilience, emergency response and humanitarian connectivity
2d ago00:18:26Tap to summarizeEarthquakes, floods… when disaster strikes, staying connected can save lives. In this episode, Charles Murray, Partner at Analysys Mason, is joined by Rob Fyfe from Motorola Solutions and Sébastien Gillet from Télécoms Sans Frontières to discuss how communications technologies and response models help emergency services, communities and critical infrastructure organisations prepare for, respond to and recover from crises. Drawing on both mission-critical and humanitarian perspectives, they share real-world insights into what happens when communications are at their most important. From emergency response and humanitarian recovery to long-term resilience planning, the conversation explores how different organisations, technologies and investment decisions come together to keep people connected when it matters most.
Transcribe →What DTW Ignite 2026 revealed about the future of AI in telecoms
2w ago00:23:39Tap to summarizeIn this episode, Analysys Mason analysts Adaora Okeleke, Joseph Attwood, Michelle Lam and Patrick Serberis discuss the key themes that emerged from DTW Ignite 2026. Listen to explore how telecoms operators are moving beyond AI experimentation towards real-world deployment in the OSS and BSS domains, the growing importance of trust and governance in agentic AI systems and how AI-native architectures, ontologies and data platforms are supporting progress towards autonomous networks. Our experts also examine other key themes including operators' expectation to generate more value from AI besides operational efficiency improvements, especially around new revenue opportunities.
Transcribe →What's next for IoT connectivity?
4w ago00:18:37Tap to summarizeThe IoT connectivity market is changing rapidly. Ibraheem Kasujee, Senior Analyst at Analysys Mason, and Jon Connet, Chief Product Officer at Aeris, explore what is driving this evolution, and its impact. Topics for discussion include: the new IoT eSIM specification, known as SGP.3, and how it will disrupt the IoT value chain how operators and IoT connectivity providers need to adapt their propositions the impact of AI on the IoT market. For more analysis on IoT, see our IoT Services research programme.
Transcribe →Starlink in the S-1 filing: what the numbers really say
Jun 900:27:06Tap to summarizeStarlink is the engine behind the SpaceX IPO story, but what do the numbers really say? In this Analysys Mason podcast, our experts break down the IPO filing document, the S-1, to understand how Starlink is growing, how it is pricing its services and whether its margins can last. They also explore what the filing reveals about the future of satellite and telecoms competition. To learn more about our work in this area, explore Analysys Mason’s expertise in fixed services, satellite broadband and satellite D2D.
Transcribe →The unwinding of European joint ventures and its impact on consolidation
Jun 400:12:41Tap to summarizeEurope’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange. In this podcast, Charles Murray and Tom Rebbeck discuss what these moves tell us about the next phase of European mobile consolidation. They explore how JV unwinds sit alongside 4-to-3 mergers, what they mean for market structure, and whether they can support the EU’s ambition to build stronger European champions. The discussion builds on the themes raised in this article. To learn more about our work in this area, explore Analysys Mason’s expertise in mobile consolidation.
Transcribe →Space sovereignty starts with access
May 2800:20:46Tap to summarizeSpace sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access through trusted partnerships? This podcast explores the commercial and strategic forces driving decisions across multi-orbit systems and national space ambitions. With insights from our Space experts Dallas Kasaboski, Alex Clark and Christopher Baugh, it offers a timely look at the factors that matter most in sovereign access to space. Learn more about our related programmes: Defence and Sovereign Space Satellite Manufacturing and Launch
Transcribe →What should towercos expect from 6G?
May 2200:44:22Tap to summarizeIn this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate include: What do we know about 6G so far, and when will it become a reality? How will 6G differ from 5G, and will it address some of the challenges of 5G for towercos? How soon do towercos need to start planning for 6G? Which spectrum and antenna technologies will be central to 6G? Will 6G drive a significant new wave of operator spending on cell sites? How will 6G affect master services agreement (MSA) renewal negotiations in the next few years? Explore our related content: https://www.analysysmason.com/featured-topic/communications-infrastructure/ https://www.analysysmason.com/research/content/data-set/6g-rd-tracker-rma18/
Transcribe →Mobile consolidation in APAC: scale, spectrum and regulation
May 600:16:36Tap to summarizeIn this episode, Analysys Mason experts Tom Rebbeck, Dion Teo and Ismael Moreno-Gomez explore the growing momentum behind mobile consolidation in Asia–Pacific (APAC). They discuss: - recent mobile mergers across APAC - why crowded markets are driving consolidation - where future activity could emerge - how regulators are weighing competition and investment - what operators should consider before pursuing a deal. The discussion highlights that consolidation can unlock significant value for operators, investors and governments – but only if the deal thesis is carefully tested and the regulatory, commercial and technical realities are aligned from the start. Learn more about how we support operators, investors and lenders with mobile consolidation. Get in touch to speak with one of our experts.
Transcribe →Why telecoms operators need to look beyond EBITDA for business divisions
Apr 3000:14:48Tap to summarizeIn this podcast Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they explore some of the alternative measures that telecoms operators should consider instead. For more information, please see our related articles: Operators need new profitability metrics to measure the real value of diverse business groups and Comcast Business continues to excel, but may need to accept EBITDA dilution as the price of growth.
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Amazon makes its (long-expected) entry into satellite D2D with its USD11.6 billion acquisition of Globalstar
Apr 1600:21:01Tap to summarizeAmazon aims to leverage Globalstar's spectrum assets and device compatibility to capture the growing opportunity of satellite direct-to-device (D2D) services. This Analysys Mason podcast examines the tech giant's acquisition of Globalstar from multiple strategic angles, with a focus on space spectrum, the potential for D2D services and the impact on mobile network operators (MNOs). Explore our related space research programmes
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