Analysys Mason Podcast

Data centres are under increasing scrutiny as their energy and water demands grow alongside the expansion of AI and cloud infrastructure. In this episode, our experts Simon Sherrington and Grace Langham discuss how governments are responding through stricter sustainability requirements, planning restrictions and new reporting obligations.
 
They explore how policies are evolving across Europe, North America and Asia–Pacific and examine the innovations helping operators improve efficiency and resilience. Their discussion highlights what these trends mean for data centre operators and investors seeking to balance growth ambitions with sustainability and regulatory expectations.

Earthquakes, floods… when disaster strikes, staying connected can save lives. In this episode, Charles Murray, Partner at Analysys Mason, is joined by Rob Fyfe from Motorola Solutions and Sébastien Gillet from Télécoms Sans Frontières to discuss how communications technologies and response models help emergency services, communities and critical infrastructure organisations prepare for, respond to and recover from crises.
Drawing on both mission-critical and humanitarian perspectives, they share real-world insights into what happens when communications are at their most important. From emergency response and humanitarian recovery to long-term resilience planning, the conversation explores how different organisations, technologies and investment decisions come together to keep people connected when it matters most.

In this episode, Analysys Mason analysts Adaora Okeleke, Joseph Attwood, Michelle Lam and Patrick Serberis discuss the main themes that emerged from DTW Ignite 2026.
 
Listen to explore how telecoms operators are moving towards AI deployment in the OSS and BSS domains, how trust and governance in agentic AI systems are growing in importance and how AI-native architectures, ontologies and data platforms are supporting progress towards autonomous networks.
 
Our experts also examine other key themes including operators' hopes to generate more value from AI beyond operational efficiency improvements, especially in terms of new revenue opportunities.

The IoT connectivity market is changing rapidly. Ibraheem Kasujee, Senior Analyst at Analysys Mason, and Jon Connet, Chief Product Officer at Aeris, explore what is driving this evolution, and its impact.
 
Topics for discussion include:
the new IoT eSIM specification, known as SGP.3, and how it will disrupt the IoT value chain
how operators and IoT connectivity providers need to adapt their propositions
the impact of AI on the IoT market. 
For more analysis on IoT, see our IoT Services research programme. 

Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say?
In this Analysys Mason podcast, our experts break down the IPO filing document, the S-1, to understand how Starlink is growing, how it is pricing its services and whether its margins can last. They also explore what the filing reveals about the future of satellite and telecoms competition.
To learn more about our work in this area, explore Analysys Mason’s expertise in fixed services, satellite broadband and satellite D2D.

Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange.
In this podcast, Charles Murray and Tom Rebbeck discuss what these moves tell us about the next phase of European mobile consolidation. They explore how JV unwinds sit alongside 4-to-3 mergers, what they mean for market structure, and whether they can support the EU’s ambition to build stronger European champions.
The discussion builds on the themes raised in this article. 
To learn more about our work in this area, explore Analysys Mason’s expertise in mobile consolidation.

Space sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access through trusted partnerships?
This podcast explores the commercial and strategic forces driving decisions across multi-orbit systems and national space ambitions. With insights from our Space experts Dallas Kasaboski, Alex Clark and Christopher Baugh, it offers a timely look at the factors that matter most in sovereign access to space.
Learn more about our related programmes:Defence and Sovereign Space
Satellite Manufacturing and Launch

In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate include:
What do we know about 6G so far, and when will it become a reality?
How will 6G differ from 5G, and will it address some of the challenges of 5G for towercos?
How soon do towercos need to start planning for 6G?
Which spectrum and antenna technologies will be central to 6G?
Will 6G drive a significant new wave of operator spending on cell sites?
How will 6G affect master services agreement (MSA) renewal negotiations in the next few years?
Explore our related content:https://www.analysysmason.com/featured-topic/communications-infrastructure/ https://www.analysysmason.com/research/content/data-set/6g-rd-tracker-rma18/