Analysys Mason Podcast

Delayering telecoms operators’ businesses: outcomes and future directions

In this podcast, Rupert Wood, Research Director, discusses the issue of delayering with Tom Rebbeck, Partner. They talk about why more telecoms operators are delayering their operations, what the rationale is for this delayering and how the results look so far. They also explore how delayering might develop in the future.
Explore the related report.

Implications of the Charter−Cox merger

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?
 

Implications of the Virgin Media O2−Daisy Communications merger

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.

What is 'best practice' for broadband customer retention?

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.

In-orbit services: the next step to improving security in space

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.

How can mobile operators capture the value of satellite direct-to-device services?

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.

Do cablecos need to reconsider their technology strategies?

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.

Is Eutelsat OneWeb a suitable replacement for Starlink in Ukraine?

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.