Analysys Mason's Telecoms Podcast

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. 

Operators are increasingly focusing on home Wi-Fi services to avoid price-based competition and improve customer satisfaction. In this podcast, Oliver Bruff (Analyst) and Martin Scott (Research Director) discuss operator Wi-Fi strategies. The associated article can be accessed here. 

In 2022, most operators' revenue growth worldwide was offset by high local inflation rates, and capex rates remain high worldwide. In this podcast, Tom Rebbeck (Partner) and Erik Ottosson (Associate Consultant) analyse the financial performance of telecom operators in 2022. The associated article can be found here.

Operators have had to revise down their expectations for consumer IoT, but many continue to be active in the market with a more focused strategy. In this podcast, Tom Rebbeck (Partner) and Ibraheem Kasujee (Senior Analyst) discuss the current consumer IoT landscape and the operators' efforts in the market. The associated article can be found here, and the data mentioned is available in the report here. For further research on operator business revenue, please refer to this article and download the latest report on the topic.

Business revenue accounted for 23% of all operator revenue in 2022. In this podcast, Catherine Hammond (Research Director) and Mary Saunders (Research Analyst) explore the emerging trends in operators’ business revenue, such as ICT revenue growth. You can freely download the associated report here. 

Operators saw revenue from cloud services accelerate in 2022, but they still lag specialist cloud players. Matt Small (Research Analyst) and Catherine Hammond (Research Director) discuss some of the findings from the recent update to our cloud services revenue tracker. They compare the performance of operator-led cloud services divisions with that of cloud specialists and talk about how operators might best sustain growth. The associated article can be accessed here, and the data is available in the tracker here