Analysys Mason's Telecoms Podcast

Operators’ IT services sales approaches need to provide SMEs with some tailored, individual attention, assessment of needs and education of benefits. Catherine Hammond (Research Director) and Eileen Zimbler (Senior Analyst) discuss the several different strategies that operators could implement to sell more effectively into the SME market. The associated article can be found here. During the podcast, we also feature a report on Marketing IT products and services to SMEs: effective strategies for telecoms operators.

Economic uncertainty, high inflation and other threats related to the war in Ukraine will have prolonged effects on total telecoms revenue and capex in Central and Eastern Europe (subscription required). Julia Martusewicz-Kulinska (Principal Analyst) and Tom Rebbeck (Partner) discuss how operators can try to reduce the impact of the economic burdens, primarily related to inflation, by (among other things) accelerating the migration of DSL users to FTTP connections. The associated article can be view here.  During the podcast, we also feature a report on cable network strategies in an age of fibre (subscription required).

In this podcast, Charles Murray (Partner) and Tom Rebbeck (Partner) discuss the future of mobile and answer the following three questions:  Why are European operators trading at low multiples? Why are investors concerned? What would a new industry structure look like, can it produce returns that are similar to those of other industries, and will it be possible to get there? Charles gave this presentation at Analysys Mason's 12th annual Telecoms Summit on 6 October 2022. To view the full recording, click here. 

Bob Takacs (Research Director) and Tom Rebbeck (Partner) discuss our latest insights into SMB IT spending.  Download the full report here.  Vendors and operators can use this report to assess and respond to changing demands in the SMB market. For more information about our SMB IT research and the Analysys Mason Technology Forecaster, click here.

Many operators in Western Europe have implemented price increases for their fixed and mobile services or plan to do so in the future, attempting to offset inflationary pressure. In this podcast, Julia Martusewicz-Kulinska (Principal Analyst) and Tom Rebbeck (Partner) discuss the various price increasing strategies and opportunities it creates for market challengers, especially in countries with unbalanced market shares of subscribers.   The associated article can be find here. The article is based on the Western Europe telecoms market: trends and forecasts 2022–2027 report. The forecast numbers are available in Analysys Mason’s DataHub.

Catherine Hammond (Research Director) and Eileen Zimbler (Senior Analyst) discuss a pathway for operators to position themselves as trusted advisors with their business customers. The associated article can be accessed here.  For more information on the related subscriber case studies report, click here. 

Gulf operators have ambitions to expand their IT portfolios and capabilities but they may be missing out on the SME opportunity, which could contribute the most to revenue growth in the next 5 years. Catherine Hammond (Research Director) and Karim Yaici (Senior Analyst) discuss SME opportunities for Gulf operators.   The associated article can be accessed here.  Details of the related subscriber case study report can be viewed here. 

NPS generally increases with data allowance size, but falls for respondents with unlimited data. Partner, Tom Rebbeck and Associate Consultant, Erik Ottosson discuss the results of Analysys Mason’s annual Consumer survey and why operators should be cautious about deploying unlimited mobile data plans. The article featured in the podcast can be accessed here.

Activity at Mobile World Congress 2023 reflected a recent trend: interest in IoT has declined, while interest in private networks (and private 5G in particular) continues to grow. Senior Analyst, Ibraheem Kasujee and Partner, Tom Rebbeck give a post-event round up of MWC 2023 with a particular focus on the announcements related to private networks and IoT.  The articles featured in the podcast can be accessed here and here.  For more information on Analysys Mason's private networks and IoT research, click here.

Governments worldwide are seeking to bring broadband connectivity to underserved and hard-to-reach citizens in rural areas. This will bring significant opportunities for citizens, governments, operators and suppliers. In this podcast, Andrew Daly (Principal) and Larry Goldman (Chief Analyst) discuss the technology options available for rural broadband deployment.  The associated article can be accessed here. 

A weak economy, continued high inflation and soaring energy prices (in some regions) will put pressure on business spending in 2023, which in turn will affect telecoms operators’ business divisions. In this podcast, Tom Rebbeck (Partner), Catherine Hammond (Principal Analyst) and Ibraheem Kasujee (Analyst) discuss about the challenges and opportunities for operators' business divisions in 2023. View our full predictions for the business telecoms market in 2023 here. 

Analysys Mason continues to track the SMB ecosystem and here are our top predictions for SMB technology trends in 2023. Vendors and operators can use these to help to reassess and refine their SMB strategies. View our full SMB technology trends predictions here. 

In recent years, environmental, social, and governance (ESG) criteria have become a key topic in business and in the popular consciousness, as demonstrated by Google search trends. In this podcast Anurag Dey, one of Analysys Mason's consultants focused on ESG, and Larry Goldman (Chief Analyst), discuss the impact of these requirements for the telecoms, media and technology sector. The associated article can be accessed here. 

The telecoms industry is coping with a changing economic climate while continuing to press for payoffs from investments in 5G, cloud and automation technologies. In this podcast, Larry Goldman (Chief Analyst) talks with Research Directors Caroline Chappell, Caroline Gabriel and Justin van der Lande about their views on industry developments in 2023. View our full predictions for the telecoms software and networks market in 2023 here. 

Analysys Mason recently completed a survey of SMB’s to capture their mindset about IT spending and overall economic sentiment. Larry Goldman (Chief Analyst) discusses the results with Bob Takacs – Research Director and head of SMB research. The related report can be found here.

Caroline Chappell (Research Director) and Martin Scott (Principal Analyst) define the metaverse and identify critical dependencies for its evolution and the roles that telecoms operators can play in its development. The associated article can be accessed here. 

Few operators have yet to tailor their SD-WAN portfolios to the SME market. Those that can adapt their solutions and marketing to meet the needs of the SME segment have the potential to generate additional revenue and increase customer loyalty. Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) discuss the potential benefits that SD-WAN offers to many SMEs and the opportunity for telecoms operators. The associated article can be viewed here.   Click the links below for additional resources:  Article  Strategy report (subscriber) Forecast report (subscriber)

Ericsson announced the sale of its IoT Accelerator and Connected Vehicle Cloud businesses to Aeris, a USA-based connectivity provider, on 7 December 2022. Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) discuss Aeris's bold move, and the challenge that it will face to turn the business into a profitable one. View Analysys Mason's two related articles: article 1 | article 2. 

48% of all private LTE/5G networks in the public domain use 5G as of October 2022, up from 43% at the end of 2021. Tom Rebbeck (Partner) and Ibraheem Kasujee (Analyst) discuss the emerging trends in the private LTE/5G market, such as who the main contractors are, what network technology is used, which sectors are deploying private networks and where such deployments are based. Access the associated tracker and report.

Large network operators have also been visibly addressing sustainability for several years. More recently, smaller operators have also started to turn their attention to sustainability concerns. Ian Adkins, principal, and Larry Goldman, chief analyst, discuss implications for these smaller operators.