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.
36episodes
Episodes
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Analysys Mason TMT M&A predictions 2026
Jan 2200:30:32Tap to summarizeAt Analysys Mason, we celebrate every successful deal. In 2025, we supported over 210 deals across a range of technology-enabled services, from traditional telecoms and digital infrastructure to emerging sectors like space, IT services and software. It has been a year of growth, collaboration and transformation, as we have strengthened ties with the investment community and embraced new business models. In this podcast episode, Alessandro Ravagnolo, Partner, is joined by Charles Murray, Partner, as they delve into the Analysys Mason technology, media and telecoms (TMT) merger and acquisition (M&A) predictions for 2026. They explore how TMT investors will navigate the evolving landscape of market consolidation, the impact of new technologies like AI and the strategic decisions that will shape the industry’s future. Join us as we look ahead to another year of bold ideas, strategic partnerships and transformative deals. Explore all of our M&A predictions Watch the the video
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TMT predictions 2026: operators are at a crossroads
Jan 1500:17:40Tap to summarizeTelecoms operators will face critical strategic decisions in 2026 as AI investment reshapes the communications infrastructure landscape and intensifies pressure on traditional network economics. In this episode, Alessandro Ravagnolo, Partner, is joined by Caroline Gabriel, Partner, and Charles Murray, Partner, to discuss how telecoms operators should respond as capital requirements for AI and digital infrastructure increase. They explore the investment decisions that operators must make, the implications for network ownership and infrastructure strategy, and whether market consolidation will be essential to achieving scale and sustainable returns. Read the associated full predictions: Telecoms operators will battle for position as their infrastructure capex is dwarfed by spending on AI France is likely to be the next major European market to go from four to three mobile operators in 2026
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Wireless networks evolution and digital sustainability: what is Arcep’s approach?
Dec 1900:26:22Tap to summarizeIn this podcast, Gilles Monniaux, Principal at Analysys Mason, speaks with Ahmed Haddad, Technical Advisor at Arcep, about the French regulator’s approach to the evolution of wireless networks and digital sustainability. They begin by discussing a study conducted by Analysys Mason on behalf of Arcep on the evolution of the uses of wireless telecoms networks and on the dimensioning of those networks. They also explore digital sustainability and how Arcep incorporates it into its work. Topics include: the potential evolution of wireless network use cases (evolution of demand) the ability of wireless networks to increase their capacity through developments such as refarming, increased network sharing, the use of new spectrum bands, etc. (evolution of networks) how the study uses scenarios to assess the impact of the uncertainty associated with the evolution of both demand and networks the environmental impact hotspots in the ICT sector, including devices, networks and data centres how a regulator like Arcep integrates sustainability into its regulatory policy and the role national/international collaboration plays into that. This episode offers practical insights for policy makers, operators and stakeholders on balancing network innovation with environmental responsibility. Read the related report: https://en.arcep.fr/fileadmin/reprise/dossiers/frequences/etude-usages-et-reseaux_sept2025/study-executive-summary_evolution-uses-telecoms-networks_ENG_sept2025.pdf Read more work on Arcep’s work on digital sustainability: https://en.arcep.fr/arcep/arcep-europe-international/digital-sustainability.html Learn more about Analysys Mason's regulation and policy services: Regulation and policy for telecoms, media and technology (TMT)
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Military satcom and commercial capacity integration: why secure orchestration matters
Dec 1700:16:33Tap to summarizeSovereign military satellite communication (satcom) networks are evolving from closed systems to hybrid architectures that integrate commercial satellite capacity to meet growing demand. In this episode, Christopher Baugh, Partner, speaks with Luke Wyles, Analyst, about how commercial satcom services are currently procured and integrated, as well as the associated security, governance and co-ordination challenges for governments. They discuss why secure, zero-trust orchestration is becoming central to hybrid military satcom architectures, and how this aligns with alliance initiatives such as IRIS2 and the NATO Commercial Space Strategy. Learn more about Analysys Mason's Space research and insights.
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Telecoms operators’ financial performance: key trends from the 12 months to 3Q 2025
Nov 2500:07:44Tap to summarizeIn this episode, Tom Rebbeck, Partner and expert in telecoms services, and Jonathan Daniel, Analyst, discuss the latest trends across financial KPIs. They examine how revenue, EBITDA, capex and operating cashflow have evolved over the 12 months to 3Q 2025 and highlight the most notable shifts in operators’ financial performance. Read the related report: Operators’ financial KPIs: trends and analysis Visit Analysys Mason DataHub
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Government support for the space industry: funding models and priorities with the UK Space Agency
Nov 1200:26:57Tap to summarizeGovernment funding plays a crucial role in the space industry; it supports both emerging and established companies. In this episode, Christopher Baugh, Partner at Analysys Mason, speaks with Dallas Kasaboski, Principal Analyst at Analysys Mason, and Craig Brown, Director of Investment at the UK Space Agency (UKSA). They discuss why government support is essential for the health of the space sector and how it is deployed, including grants, subsidies, contracts and other mechanisms. The conversation explores: current government support initiatives for the space industry in the UK and how they are deployed which organisations benefit most from government funding and why commercial markets still require support how government intervention supports start-ups as they scale and work towards sustainability the role of public funding in helping companies to raise private investment the outlook for space security and defence programmes in the current geopolitical climate how funding aligns with the various stages of technology development how private-sector space companies should approach and use government support. This episode also provides insight into how public-sector support influences space market growth, investment and long-term sustainability.
Transcribe →Navigating data traffic: technology upgrades, spectrum policy, and operator strategies
Feb 20, 202500:14:51Tap to summarizeIn 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.
Transcribe →Navigating public policy and innovation with Quint Simon of AWS
Feb 10, 202500:39:09Tap to summarizeWelcome 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.
Transcribe →Starlink's in-flight connectivity is taking off: what is the impact and what can incumbents do to compete?
Feb 5, 202500:20:49Tap to summarizeStarlink 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.
Transcribe →Analysys Mason's predictions for the technology, media and telecoms sector in 2025
Jan 28, 202500:33:40Tap to summarizeEach 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.
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