Analysys Mason Podcast

The end of big capex in telecoms: causes and implications

In this episode, Caroline Gabriel, Partner and expert in network and cloud strategies and architecture, engages in a wide-ranging discussion with Rupert Wood, Research Director and expert in network infrastructure, about trends in telecoms capex.
They delve into the reasons behind the recent decline in operator capex worldwide, focusing on 5G and FTTP, and how this decline is connected to the slowing demand for bandwidth coupled with a supply of infrastructure that will be sufficient for the foreseeable future. Rupert shares insights from his strategy report, "The end of big capex: new strategic options for the telecoms industry," which explores industry misconceptions about the relationship between investment and demand. He suggests that the industry is experiencing a crisis of overproduction, with industry players still wedded to productive forces that deliver low returns. However, he argues that new models for operator and vendor investment will emerge from this crisis, tied to newer productive forces.
During the discussion, Rupert also shares insights into Analysys Mason's capex forecasts, which indicate that operator capital intensity will fall until 2030, with no major cyclical rebound in overall network investment in the foreseeable future.

Navigating data traffic: technology upgrades, spectrum policy, and operator strategies

In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Janette Stewart, expert in spectrum management, policy and valuation, discuss some of the highlights from the European 5G conference in January 2025. They focus on future mobile traffic patterns, mobile technology upgrades and the implications for mobile spectrum assignment policy and operator strategies.

Navigating public policy and innovation with Quint Simon of AWS

Welcome to our AI podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who discuss their AI-related insights, and explore the impact of AI on their organisations and the industry as a whole.  
In this episode, Analysys Mason’s Dion Teo, Partner and expert in strategy, talks with Quint Simon, Head of Public Policy, Asia–Pacific and Japan at Amazon Web Services (AWS).  
In this episode, Dion and Quint discuss: 
the rapid growth and impact of AI on the TMT industry 
the challenge for regulators to balance innovation with risk management 
examples of how AWS customers use AI for social good 
the emphasis on AWS’s commitment to responsible AI 
the responsibilities of AI developers and deployers 
the role of international standards in promoting innovation and providing regulatory stability. 
Find out more about Analysys Mason's AI-related research and consulting services here.  

Starlink's in-flight connectivity is taking off: what is the impact and what can incumbents do to compete?

Starlink is revolutionising in-flight connectivity and could dominate the market by offering a combination of speed and affordability. The company's services could become the new standard for in-flight connectivity; the contracts it has secured with airlines such as Air France and United Airlines put it at the forefront of the market. This disruption is forcing incumbents to adapt quickly, pushing them to innovate, expand satellite capabilities and refine pricing strategies. The evolving competition in in-flight connectivity will reshape passenger expectations and redefine the future of connectivity in the aviation sector. Our space and satellite experts, Christopher Baugh and Shagun Sachdeva, discuss Starlink’s impact on the in-flight connectivity market and what incumbents can do to respond to the intense competition.
Learn more about our satellite mobility programme.

Analysys Mason's predictions for the technology, media and telecoms sector in 2025

Each year, Analysys Mason looks ahead to predict the major developments that will shape the technology, media and telecoms industry over the coming year. Our predictions for 2025 give industry players the insight to anticipate, and benefit from, emerging trends and gain a strategic advantage in planning for the future.
In this podcast, our experts give their take on the critical importance of resilient network infrastructure, developments in global M&A markets and the emergence of new structures in the world of FTTH.  
Read the full predictions here. 

Satellite manufacturing and launch services: 2024 in review

2024 was a strong year for satellite manufacturing and launch services: there were large investments for major programmes and a record number of launches. SpaceX continues to dominate the market; it has received more investment and is testing new vehicles. Satellites and constellations for direct-to-device services and space domain awareness, as well as new launch vehicles, have received significant investment and are ready to be launched. However, challenges remain for many satellite operators, launch service providers and vendors. The commercialisation of satellite manufacturing and launch services remains slow and competitive, and these players must adapt to match buyers' concerns. 

Telefónica’s ESG strategy: shaping sustainability in telecoms

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason’s Fran González, Partner, talks with Catherine Bohill, ESG Development and Impact Director at Telefónica.
Fran and Catherine discuss:
why sustainability matters in telecoms
key milestones and strategic changes
challenges in measuring and reporting on ESG
collaborative efforts to reduce supply chain emissions
innovation as a driver of sustainability
the role of industry regulation
engaging stakeholders and customers on ESG goals.
Telefónica Climate Action Plan 
Telefónica  Consolidated management report 2023 
Telefónica, among the 10 most sustainable companies in the world by ‘Time’ 
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.  

Why military satellite communications need multi-orbit connectivity

Multi-orbit connectivity is a hot topic for players in the government and military satellite market. Geopolitical instability and reduced barriers to accessing space are leading governments to move past demanding connectivity to demanding quality of service. Christopher Baugh and Sarah Halpin, experts in satellite and space, discuss how multi-orbit connectivity can offer communication resiliency, diversity and security. They examine the drivers of market growth and assess why multi-orbit procurement is essential for interested parties.
Learn more by visiting our Government and Military Space page.