Analysys Mason's Telecoms Podcast

In this podcast, Caroline Chappell, expert in cloud-native technologies, discusses a key test for AT&T’s open network credentials. The question is whether AT&T will pair its cloud platform with RAN functions from Ericsson or opt for a third-party telecoms cloud platform. This decision will shape the future capability to run RAN functions from various vendors in the future. This podcast discusses why a horizontal cloud platform is necessary for Open RAN why high-capacity network operators (brownfield operators) need to take steps towards adopting Open RAN while incorporating openness into the process who the horizontal cloud platform contenders are for AT&T’s Open RAN deployment and who is best placed to win the prize. Read the associated article.

In the last decade, SpaceX has achieved a near-monopoly on the satellite launch market, due to aggressive moves, improved reliability and delayed competition. At the same time, the company has manufactured more satellites than any other operator for its Starlink constellation and is now planning to sell satellites via its Starshield programme. Given the challenges involved in satellite manufacturing and launch, and SpaceX’s dominance in the market, established and emerging players have shown considerable concern in competing in these markets. In this podcast, Christopher Baugh and Dallas Kasaboski, experts in satellite infrastructure, discuss the market landscape. They provide insights on how operators and vendors can learn from SpaceX’s trajectory in order to successfully compete in these dynamic growth markets. Learn more in the associated report.

Verizon and T-Mobile have recently launched new pricing strategies for their unlimited data plans, with early indications of success in generating ARPU growth. Tom Rebbeck, expert in consumer services, and Stephen Day, expert in regional markets, discuss the details of these new plans and explain how operators around the world can learn from them.   Learn more in the associated article.

Mary Saunders, expert in private networks and Daniel Beazer, expert in edge and media platforms, discuss Analysys Mason’s recently published report ‘Edge strategy case studies: operators’ progress’. They talk about the lessons that can be learned from industry leaders in this market and what can be done to encourage more operators to invest in edge computing. Read the associated article here.

In this podcast, satellite and space experts Christopher Baugh, Dallas Kasaboski, Vivek Prasad and Kerry Vincent-Viry discuss the newest satellite programmes from the NSR team: Satellite Infrastructure, Satellite Capacity and Satellite Mobility. They discuss the key trends that are shaping each market segment, the types of content included, and how each programme will help clients to strategise in a market that is facing significant transformation.

Few commercial propositions for public 5G enterprise services are currently available, but most operators have the capabilities to launch at least a few. Large operators that want to maximise their returns from 5G enterprise services should be building 5G capabilities into their existing end-to-end propositions. For smaller operators, supporting partner services with high-value connectivity may be more appropriate, but even these operators should consider launching a few 5G propositions of their own. In this podcast, Catherine Hammond, expert in enterprise services and Tom Rebbeck, expert in consumer services discuss the different options for operators to monetise public 5G enterprise services and how they can achieve their goals more quickly. The associated article can be accessed here.

In this podcast, consumer services experts Tom Rebbeck and Martin Scott discuss the potential impact of generative AI (GenAI) on telecoms operators and the telecoms sector. They discuss how GenAI can be used by different teams within an operator, how operators are currently using GenAI and how the telecoms market could develop (three different scenarios are discussed). Learn more in the associated report.

Mary Saunders, expert in private networks, and Daniel Beazer, expert in edge and media platforms, discuss the recently published report on use cases for private wireless networks and edge computing. This is still a new market, but there are some unexpected drivers for adoption emerging, as well as some widely anticipated drivers for adoption that have not yet materialised. Learn more in the associated report and article, Edge and wireless private networks: use cases and strategies and Operators and vendors should prepare now for the shared industrial edge.

Tom Rebbeck, Partner and head of Analysys Mason’s Consumer Services practice, and Stefano Porto Bonacci, Senior Analyst and expert in fixed–mobile convergence (FMC) talk about EE’s new FMC strategy and its implications on the FMC market in the UK. Learn more in the associated article.

Tom Rebbeck, expert in consumer services, and Ibraheem Kasujee, expert in IoT services and private networks, discuss the findings from the recently published private networks ‘battlecard’ reports on service providers and technology providers. They discuss the types of providers active in the market, the key criteria used by private network buyers and how each group performs against these criteria. They also provide suggestions for how service providers can use these battlecards to strengthen their propositions. Learn more in the associated article.

Communication apps such as WhatsApp and Facebook Messenger offer businesses a variety of choices when it comes to B2C messaging and each platform has unique selling points. However, although these apps are cheaper for businesses to use and offer additional functionality, no communication platform offers the ubiquity of SMS. Tom Rebbeck, Partner and head of Analysys Mason's consumer services practice and Ben Taylor, expert in consumer services, discuss the application-to-person (A2P) messaging market and the competition between SMS and third-party messaging apps. Learn more in the associated article.

Over the past few years, there has been a rise in UK FTTP alternative networks (altnets), disrupting the fixed broadband industry and driving FTTP adoption. However, as altnets have grown in both size and number, sustainability challenges have emerged, leading to speculation that waves of consolidation are gathering pace. Corporate strategy and transaction support expert, Alex Pericleous, delves into this changing landscape, exploring the key driving forces behind these developments and shedding light on the future prospects for the industry. Learn more in the associated article.

SD-WAN is already a mainstream networking option, but revenue is expected to continue to rise steadily over the next 5 years. SASE will account for a growing share of the SD-WAN and cloud security market as enterprises take a modular approach to adoption. Business services experts, Catherine Hammond and Matt Small, discuss recent trends and future expectations for the SD-WAN and SASE market based on our latest global forecasts and vendor partnership tracker.  The associated article can be accessed here.

ARPU for B2B connectivity services is falling rapidly in real terms and operators need to accelerate their efforts to grow revenue from other services. Business services experts, Catherine Hammond and Matt Small examine recent ARPU trends based on data from our business revenue tracker and look at what is happening in the market in terms of pricing and value-added IT services that operators can offer.    For more information, read Matt's associated article. 

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