Analysys Mason's Telecoms Podcast

In this episode, Tom Rebbeck, Partner and Simon Sherrington, Research Director discuss the recently announced Charter−Cox merger and its implications for US cable operators (cablecos) as well as the wider US broadband market. They discuss the opportunities the merger will create for the newly combined company, whether US regulators will be concerned about the deal and whether the increased scale and resources will enable the to erode FTTP providers’ cost advantage. Listen to related podcast: Do cablecos need to reconsider their technology strategies?  

In this podcast, Catherine Hammond, Research Director, and Tom Rebbeck, Partner, discuss the recently announced deal to merge Virgin Media O2’s business division with Daisy Communications. They discuss the objectives of the deal, its chances of success and the implications for the broader telecoms market.

In this episode, Martin Scott, Research Director and expert in consumer telecoms and media, talks with Dongye Liu, Research Analyst, about how leading broadband providers are minimising churn in their customer bases. They discuss the main strategies that operators are relying on, such as maximising the impact of the migration of customers to fibre, improving the quality of experience, fixed–mobile convergence and bundling value-added services. They consider best-practice examples of how operators have implemented these strategies and discuss how operators might develop sustainable strategies to maintain low broadband churn rates and improve customer satisfaction. Learn more about our Fixed Services programme and read our related case study report.

The in-orbit services market is developing rapidly, driven increasingly by rising geopolitical tension. China and Russia have demonstrated satellites that are capable of moving and observing others, thereby prompting the U.S. Space Force to work with vendors such as Astroscale and Orion Space on in-orbit services missions. Blue Origin and SpaceX are also primed to conduct space missions that are aligned with future in-orbit mission requirements for satellite operators.   Opportunities in the in-orbit services market are numerous, but technical and business challenges must be addressed before this market can generate ongoing, sustainable revenue. Our space and satellite experts, Christopher Baugh, Dallas Kasaboski and Dafni Christodoulopoulou, discuss these issues in this episode of the Analysys Mason podcast.

The satellite direct-to-device (D2D) service market continues to progress at an extraordinary pace; Starlink and T-Mobile are launching beta services in the USA, Skylo is partnering with Deutsche Telekom and Verizon, and AST and Lynk are testing, developing technologies and raising more funds. Satellite D2D services promise to eliminate no-coverage zones, thus enhancing subscribers' experience (and safety) and unlocking new business opportunities. However, it is not yet clear if consumers will actually pay for them. Our space and satellite experts Christopher Baugh and LLuc Palerm discuss these issues in this episode of the Analysys Mason podcast.   Learn more about satellite strategies for telecoms operators.

In this episode, Tom Rebbeck, Partner and expert in TMT consumer and business services, talks with Simon Sherrington, Research Director and expert in fibre infrastructure and sustainability, about FTTP network expansion in the USA and how it is affecting US cable operators (cablecos). They discuss how the rapid expansion of FTTP networks is leading to increasing overlap between fibre broadband and cable broadband networks, how cablecos are losing market share and what this might mean for the future. In this context, they discuss how cablecos’ network upgrade strategies may be putting them at a cost disadvantage, and consider the alternative options that are open to these players. Learn more about our Fibre Infrastructure programme or visit our related article.

In this episode, Christopher Baugh, Partner and head of the space research practice, Lluc Palerm, Research Director and head of the Satellite–Telecoms Integration programme, and Carlos Placido, senior adviser, discuss the potential for European satellite constellations such as Eutelsat OneWeb to replace Starlink in Ukraine and elsewhere. Geopolitics are causing turbulence in the satellite communications (satcom) sector, but Europe is stepping up its space connectivity plans in terms of its commercial and sovereign solutions. The conversation touches on the potential for a European-backed constellation to replace Starlink in Ukraine specifically and the strategies that European space players will follow. For more information, see Analysys Mason’s Non-GEO Constellations Analysis Toolkit, which underpins the data and insights in this podcast.

In this episode, Caroline Gabriel, Partner and expert in network and cloud strategies and architecture, engages in a wide-ranging discussion with Rupert Wood, Research Director and expert in network infrastructure, about trends in telecoms capex. They delve into the reasons behind the recent decline in operator capex worldwide, focusing on 5G and FTTP, and how this decline is connected to the slowing demand for bandwidth coupled with a supply of infrastructure that will be sufficient for the foreseeable future. Rupert shares insights from his strategy report, "The end of big capex: new strategic options for the telecoms industry," which explores industry misconceptions about the relationship between investment and demand. He suggests that the industry is experiencing a crisis of overproduction, with industry players still wedded to productive forces that deliver low returns. However, he argues that new models for operator and vendor investment will emerge from this crisis, tied to newer productive forces. Dur

In 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.

Welcome 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.  

Starlink 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.

Each 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. 

2024 was a strong year for satellite manufacturing and launch services: there were large investments for major programmes and a record number of launches. SpaceX continues to dominate the market; it has received more investment and is testing new vehicles. Satellites and constellations for direct-to-device services and space domain awareness, as well as new launch vehicles, have received significant investment and are ready to be launched. However, challenges remain for many satellite operators, launch service providers and vendors. The commercialisation of satellite manufacturing and launch services remains slow and competitive, and these players must adapt to match buyers' concerns. 

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.  In this episode, Analysys Mason’s Fran González, Partner, talks with Catherine Bohill, ESG Development and Impact Director at Telefónica. Fran and Catherine discuss: why sustainability matters in telecoms key milestones and strategic changes challenges in measuring and reporting on ESG collaborative efforts to reduce supply chain emissions innovation as a driver of sustainability the role of industry regulation engaging stakeholders and customers on ESG goals. Telefónica Climate Action Plan  Telefónica  Consolidated management report 2023  Telefónica, among the 10 most sustainable companies in the world by ‘Time’  Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.  

Multi-orbit connectivity is a hot topic for players in the government and military satellite market. Geopolitical instability and reduced barriers to accessing space are leading governments to move past demanding connectivity to demanding quality of service. Christopher Baugh and Sarah Halpin, experts in satellite and space, discuss how multi-orbit connectivity can offer communication resiliency, diversity and security. They examine the drivers of market growth and assess why multi-orbit procurement is essential for interested parties. Learn more by visiting our Government and Military Space page.

In this podcast, Gorkem Yigit, expert in network platforms and infrastructure, and Catherine Hammond, expert in enterprise services, discuss the emerging network-as-a-service (NaaS) market. They discuss: how NaaS can address enterprise demand for connectivity and IT services the main characteristics of an effective NaaS offering the opportunities for telecoms operators what to expect in the NaaS market in 2025. Read the associated article, What is NaaS and why is it important?

Welcome to our cyber-security podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what cyber security means to them, their organisation and the industry as a whole.   In this episode, Analysys Mason’s Mary Wack, Manager, and Stela Bokun, Partner, talk with Binil Pillai, Business Strategy Leader for SMB Security at Microsoft, Worldwide. They discuss:  cyber-security trends in the small and medium-sized business (SMB) market  Microsoft’s approach to SMB cyber security  AI’s role in cyber security  strategic partnerships and channels for cyber security  essential cyber-security practices for SMBs  Find out more about how Analysys Mason supports clients throughout the technology, media and telecoms industry to be protected and resilient against cyber threats.  

In this episode, satellite and space experts Christopher Baugh and Luke Wyles discuss Analysys Mason's new Space Ground Segment research and insights programme and introduce the main themes and challenges that will be addressed. They examine the pivotal role of virtualisation in satellite ground systems as a foundation for strategic advancements, including cloud-hosted ground stations, multi-mission terminals and end-to-end orchestration, which together help to optimise returns from an increasingly adaptable space segment. Luke also highlights the urgent need for industry players to adopt 3GPP and other telecoms standards to create a more interoperable ecosystem that enhances partnerships between space and terrestrial companies.

In this episode, Analysys Mason’s Maria Tunberg, Partner, talks with John Wernvik, Chief Marketing Officer (CMO) of EcoDataCenter about the challenges of balancing business growth and sustainability goals. Maria and John discuss: integrating environmental, social and governance (ESG) principles in business strategy innovations in data-centre cooling technology local engagement and community integration circular ecosystems for data-centre operators driving sustainability from within the organisation. This podcast was recorded on 12/09/2024.

In this episode, Claude Rousseau, Research Director at Analysys Mason and expert in space and satellite, speaks with Peter Wilczynski, Chief Product Officer, Maxar Intelligence. They discuss the demand for Earth observation (EO) very-high-resolution (VHR) imagery and its impact on data downlink and artificial intelligence (AI)/machine learning (ML). Peter shares his knowledge and perspectives on: the value proposition for VHR imagery and the specific uses cases that this can enable the impact of VHR imagery on data downlink with regards to latency and data rates the downstream analytics solutions that have developed as a result of VHR, and Maxar’s role in the downstream market the impact and role of AI/ML in EO products and services, and the associated benefits for internal efficiency and customer-facing applications how the EO market will move away from being a niche, government/military-focused market to being a more-enterprise-focused space. Tune in to gain valuable insights and learn more about very-hig