Analysys Mason Podcast

Submarine cables and their vital role in global connectivity

In this episode, Caroline Gabriel, expert in network and cloud strategies and architecture, discusses the latest trends in the submarine cable market with experts Simon Sherrington and Stephen Burton.
They explore the strategic significance of submarine cables in global connectivity and the investment drivers, including the increasing role of hyperscalers such as Google, Meta and Microsoft. Stephen shares insights into Analysys Mason's new Submarine cable database, which tracks over 600 existing and planned cables worldwide, while Simon highlights how geopolitical factors, sustainability and the need for network resilience are shaping future investments. The conversation also touches on the growth of international data traffic and the need for new cable routes, especially for emerging markets.
For more insights, read the related article.

Benchmark your sustainability progress with the Sustainable Networks programme

This podcast was recorded on 05/09/2024.
 
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 Sabre Konidaris, Consultant, Maria Tunberg, Partner, Simon Sherrington, Research Director, and Grace Langham, Analyst, discuss: 
launching Analysys Mason’s Sustainable Networks research programme 
programme deliverables 
notable Analysys Mason sustainability projects 
the importance of sustainability in the technology, media and telecoms industry. 
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

The current state of AI adoption in the telecoms market

In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, and Adaora Okeleke, Principal Analyst and expert in AI and data management, discuss the current state of AI adoption in the telecoms industry. 
Key topics include: 
a high-level view of operators' adoption of AI 
insights into current barriers to adoption 
the implications of adoption barriers on the technology vendor ecosystem. 
For more information, see Analysys Mason’s AI research and insights. 

How Cisco approaches sustainability

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 Simon Sherrington, Research Director, talks with Kelsi Doran, Director of Sustainability Strategy and Business Architecture at Cisco. 
Simon and Kelsi discuss: 
building the case for investment in sustainability programmes  
driving action on net-zero emissions 
leading Cisco’s circular economy strategy  
using sustainability to create new business opportunities  
driving ESG accountability within senior leadership  
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

Future trends and challenges in spectrum policy for mobile networks

In this episode, Jannette Stewart, Partner and expert in spectrum policy and auction support, and Julia Allford, Consultant and expert in spectrum policy, discuss the evolving role of spectrum in mobile networks. They explore how different frequency bands are key to improving coverage, especially in rural areas, and how spectrum auctions are shifting to address coverage and investment challenges. The conversation also touches on the future of 6G, the role of advanced technologies such as AI and the importance of sustainability in network planning.
For more information, see Analysys Mason’s Harmonised timing of mobile spectrum licensing across Europe: a delicate balancing act and our Spectrum page.

How operators can differentiate enterprise connectivity

Fixed connectivity remains one of the main drivers of telecoms operators' enterprise revenue and is critical to their participation in high-growth areas such as cloud and security services. Established operators are striving to maintain their dominance in this market, but it has become increasingly difficult for them to stand out from the competition.
In this episode, Tom Rebbeck and Catherine Hammond, experts in operator business services, explore actionable strategies that operators can use to gain a short-term competitive edge in fixed connectivity. Their discussion draws on insights from recent interviews with leading operators across the industry.
Read the associated free article and subscriber reports: Telecoms operator strategies for differentiating fixed connectivity for enterprises: case studies and analysis, Telecoms operator strategies for differentiating fixed connectivity for enterprises.

Sustainability series: a sustainable future for telecoms towers with Sylvie Lienard of TOTEM

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 Sabre Konidaris, expert in sustainability, talks with Sylvie Lienard, Chief Technology Officer at TOTEM.  
TOTEM is a leading telecoms tower company in France and a subsidiary of the Orange Group. It focuses on the development, management and operation of telecoms infrastructure, with a strong emphasis on sustainability and innovation. TOTEM’s mission is to provide high-quality, futureproof connectivity solutions, while minimising environmental impact. 
In this podcast, Sabre and Sylvie discuss:  
TOTEM’s pioneering role in sustainable telecoms infrastructure in France
TOTEM’s 3D investment strategy that integrates ESG principles
how TOTEM balances revenue growth with environmental responsibility
insights from TOTEM’s research on the future of telecoms towers
the challenges and opportunities in reducing carbon footprints in the telecoms industry. 
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.  

Small satellite launch strategies

New, large constellations will increase the demand for small satellites. SpaceX and established players will aim to control much of the market, but industry inefficiencies will persist, and small satellite launch service providers will have to find and make a place of their own. Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss how the vendors in this space need to address: the sizeable number of small satellites to be launched; the intensity of competition from established players; and the challenges of technology development.
Read the associated articles - small satellite launchers, satellite providers strategy.
Read the associated report.