Analysys Mason's Telecoms Podcast

SASE solutions bring together SD-WAN with cloud security to form an integrated service. The combined SD-WAN and cloud security markets will generate over USD110 billion in revenue by 2027; SASE will account for 15% of this.  Catherine Hammond (Principal Analyst) and Matt Small (Research Analyst) discuss recent SASE and SD-WAN trends and forecasts.  The associated article can be accessed here.

The biggest issue for telecoms operators in 2023 will be coping with inflation and particularly rising energy costs. After a decade of low inflation and low interest rates, telecoms operators, like other businesses face the problem of managing rising costs and uncertainty about how much they can increase their own prices to cope.  Larry Goldman (Chief Analyst) and Tom Rebbeck (Partner) discuss our 10 most-compelling predictions for the telecoms, media and technology sector in 2023.  To view our full predictions for 2023, click here.    

The future of spectrum will require long-term investment and long-term decision processes, the economics of which are not always clear. Janette Stewart (Partner) and Larry Goldman (Chief Analyst) discuss recent spectrum shifts in North America and how that relates to future 5G and 6G spectrum policy. The associated article can be accessed here. 

Operator digital advertising revenue amounts to 2.4% of total mobile service revenue as of 2022. Inigo Barker (Senior Analyst) and Tom Rebbeck (Partner) discuss the structural changes to the digital advertising market that have put operators in a stronger position to capitalise on their first-party user data assets and share in the growth of the market. The associated article can be accessed here.

SMBs are no longer focusing on just surviving the COVID-19 pandemic. Instead, they are now ‘getting back to business’ while dealing with rising interest rates, inflation, supply chain disruptions, geopolitical uncertainties and labour shortages. In this podcast, Larry Goldman (Chief Analyst) and Bob Takacs (Research Director) discuss our latest release of the Analysys Mason Technology Forecaster and associated report on SMB spending priorities, and opportunities for telecoms operators and IT vendors.  To learn more about the Analysys Mason Technology Forecaster and to download the associated report, click here. 

In this podcast, Chief Analyst Larry Goldman interviews Principal Analyst Martin Scott about the several announcements that were made at Meta Connect 2022. Meta’s announcements were well-aligned with Analysys Mason’s metaverse framework, but there were notable absences in areas where communications service providers can take the lead. The associated article can be accessed here. 

Larry Goldman (Chief Analyst) and Dr. Franck Chevalier (co-head of technology consulting) talk about continuing growth in the volume of data traffic and the need for low latency leading operators to deploy hollow-core fibre networks.  The associated article can be accessed here. 

Patrick Kidney (partner) and Larry Goldman (chief analyst) talk about how rural broadband opens up opportunities for citizens, governments, operators and suppliers. The associated article can be accessed here. 

In this podcast, Tom Rebbeck (Partner) and Catherine Hammond (Principal Analyst) discuss the different options for operators to provide PSTN voice for Microsoft Teams and why this is important. The associated article can be accessed here. 

Larry Goldman (Chief Analyst) discusses 6G spectrum, the related decisions that the telecoms industry will need to take and the upcoming 6G Global Summit with Janette Stewart (Partner).

The much-anticipated Artemis launch is the first step in pushing business and industry beyond Earth’s boundaries. Hussain Bokhari (Senior Analyst, NSR) talks with Larry Goldman (Chief Analyst) about how this launch sets the stage for years of exploration and development.

Last week, SpaceX and T-Mobile USA announced a direct satellite-to-mobile-device service. In this podcast, Larry Goldman (Chief Analyst) discusses the announcement and its impacts on satcom and telecoms with Lluc Palerm-Serra (Principal Analyst), Stéphane Piot (Partner) and Caroline Gabriel (Research Director). The associated article can be accessed here. 

In this podcast, Catherine Hammond (Principal Analyst) and Matt Small (Research Analyst) discuss opportunities for telecoms operators to grow their revenue from cloud services, drawing on findings from our recent survey. The associated article can be accessed here. 

Larry Goldman (Chief Analyst) and Rupert Wood (Research Director) discuss how commitments to sustainability and ESG goals and recent increases in energy prices are forcing operators to pay more attention to their energy usage and costs, particularly as they roll out 5G.

Adaora Okeleke (Principal Analyst) and Larry Goldman (Chief Analyst) discuss the need for telecoms application vendors to realise that the transition towards the software-as-a-service delivery model involves more than just moving the entire application stack to the cloud. The associated article can be accessed here. 

Larry Goldman (Chief Analyst) and Sylvain Loizeau (Manager) discuss the new opportunity for both vendors and investors in the cloud-computing ecosystem that lies in the emergence of B2B/B2C cloud VR/AR applications. The associated article can be accessed here.

Larry Goldman (Chief Analyst) and Caroline Gabriel (research director for networks and 5G) discuss how Ericsson and Nokia Q2 results reflect the current state of mobile networks and changes for the future. The associated article can be found here.  

Inigo Barker (Senior Analyst) and Simon Lumb (Senior Analyst) discuss AT&T's and KDDI's approaches to digital education. The associated article can be accessed here. 

In this podcast, Larry Goldman (Chief Analyst) and Caroline Gabriel (Research Director) discuss the technology and business changes necessary for implementation of 6G and why we need to be thinking about them now. The associated article can be accessed here. 

In this podcast, Larry Goldman (Chief Analyst) and Maria Tunberg (Principal) discuss sustainability in the TMT industry. To learn more about how Analysys Mason supports clients to navigate the sustainability transition, click here.