Analysys Mason Podcast

The impact of GenAI on the telecoms sector

In this podcast, consumer services experts Tom Rebbeck and Martin Scott discuss the potential impact of generative AI (GenAI) on telecoms operators and the telecoms sector. They discuss how GenAI can be used by different teams within an operator, how operators are currently using GenAI and how the telecoms market could develop (three different scenarios are discussed).
Learn more in the associated report.

Edge and private networks: what is driving adoption?

Mary Saunders, expert in private networks, and Daniel Beazer, expert in edge and media platforms, discuss the recently published report on use cases for private wireless networks and edge computing. This is still a new market, but there are some unexpected drivers for adoption emerging, as well as some widely anticipated drivers for adoption that have not yet materialised.
Learn more in the associated report and article, Edge and wireless private networks: use cases and strategies and Operators and vendors should prepare now for the shared industrial edge.

EE’s new fixed–mobile convergence strategy in the UK

Tom Rebbeck, Partner and head of Analysys Mason’s Consumer Services practice, and Stefano Porto Bonacci, Senior Analyst and expert in fixed–mobile convergence (FMC) talk about EE’s new FMC strategy and its implications on the FMC market in the UK.
Learn more in the associated article.

Private networks battlecards: how can service providers make themselves stand out?

Tom Rebbeck, expert in consumer services, and Ibraheem Kasujee, expert in IoT services and private networks, discuss the findings from the recently published private networks ‘battlecard’ reports on service providers and technology providers. They discuss the types of providers active in the market, the key criteria used by private network buyers and how each group performs against these criteria. They also provide suggestions for how service providers can use these battlecards to strengthen their propositions.
Learn more in the associated article.

As more businesses use apps like WhatsApp for B2C messaging, how can operators protect revenue?

Communication apps such as WhatsApp and Facebook Messenger offer businesses a variety of choices when it comes to B2C messaging and each platform has unique selling points. However, although these apps are cheaper for businesses to use and offer additional functionality, no communication platform offers the ubiquity of SMS.
Tom Rebbeck, Partner and head of Analysys Mason's consumer services practice and Ben Taylor, expert in consumer services, discuss the application-to-person (A2P) messaging market and the competition between SMS and third-party messaging apps.
Learn more in the associated article.

UK FTTP: transitioning from disruption to consolidation

Over the past few years, there has been a rise in UK FTTP alternative networks (altnets), disrupting the fixed broadband industry and driving FTTP adoption. However, as altnets have grown in both size and number, sustainability challenges have emerged, leading to speculation that waves of consolidation are gathering pace.
Corporate strategy and transaction support expert, Alex Pericleous, delves into this changing landscape, exploring the key driving forces behind these developments and shedding light on the future prospects for the industry.
Learn more in the associated article.

SD-WAN sites are set to double as SASE revenue rises to USD20 billion

SD-WAN is already a mainstream networking option, but revenue is expected to continue to rise steadily over the next 5 years. SASE will account for a growing share of the SD-WAN and cloud security market as enterprises take a modular approach to adoption. Business services experts, Catherine Hammond and Matt Small, discuss recent trends and future expectations for the SD-WAN and SASE market based on our latest global forecasts and vendor partnership tracker. 
The associated article can be accessed here.

B2B connectivity ARPU is stagnating: what should operators do about it?

ARPU for B2B connectivity services is falling rapidly in real terms and operators need to accelerate their efforts to grow revenue from other services.
Business services experts, Catherine Hammond and Matt Small examine recent ARPU trends based on data from our business revenue tracker and look at what is happening in the market in terms of pricing and value-added IT services that operators can offer.  For more information, read Matt's associated article.