March 19, 2021
KORE Wireless announced, on 12 March 2021, that it will list on the NYSE. This is the first listing of an IoT company that looks like the IoT division of a telecoms operator, and its performance will be closely watched.
In this podcast Research Partner, Tom Rebbeck and Principal Analyst, Michele Mackenzie discuss the listing.
The associated article can be viewed here.
March 4, 2021
The US C-band auctions concluded with USD80.92 billion spent on 280MHz of spectrum. This is equivalent to USD0.92/MHz/pop, the highest price yet paid for such spectrum anywhere in the world.
In this podcast, Research Director, Rupert Wood analyses what drove the high overall prices and the impact on network investment going forward.
The associated article and figures can be viewed here.
February 17, 2021
Tom Rebbeck and Michele Mackenzie discuss the recent wave of consolidation between IoT connectivity disruptors.
The associated article and figures can be viewed here.
Further IoT research can be located on the following links:
Tom Rebbeck is a Partner in Analysys Mason's Research division and Michele Mackenzie is a Principal Analyst and leads Analysys Mason's IoT research.
February 4, 2021
In this podcast Principal Analyst, Anil Rao discusses network automation with Rahul Atri, Managing Director, Rakuten Mobile Singapore.
- (00:00) Anil introduces us to how the telecoms industry is responding to the challenges and opportunities of automation and Rahul explains why Rakuten made automation a fundamental part of its approach
- (09:00) vRAN automation use case – how deployment time per site was reduced from 6 days 8.5 minutes
- (12:00) The foundational principles of extreme automation at Rakuten; with examples of edge data centre deployment automation and more discussion about vRAN
- (17:00) The current state of automation at Rakuten; successes and challenges
- (28:00) Rakuten Communications Platform, the layered architecture, infrastructure, orchestration engine, observability framework
- (35:00) Rakuten Communications Platform and industry standards, collaborating with vendor partners to build open solutions and the pitfalls of too many standards. Balancing standards with optimisation, customisation, and innovation
- (44:00) Making DevOps, continuous integration (CI) and continuous delivery (CD) work with partners
- (48:00) Riding the Open-source wave
- (54.00) OpenRAN and remote interface control (RIC)
- (57:42) Machine learning and artificial intelligence; use case examples including self-healing automation
- (01:06:00) What to expect in 2021
- (01:10:00) Recommendations to communications service providers and vendor partners
January 20, 2021
2021 is expected to be a year of great dynamism with opportunities across the TMT value chain for an even wider audience of investors than seen before. In this podcast, Consulting Principal, Alessandro Ravagnolo outlines Analysys Mason’s top ten predictions for M&A activity in the telecoms market in 2021
The associated article can be found here.
January 20, 2021
Operators provide an attractive route to market for security vendors and have ambitious plans to expand their security propositions. However, vendors need to do more to benefit from this route to market.
In this podcast, Research Partner, Tom Rebbeck explores how security vendors can better serve the operator channel.
The associated article and figures can be viewed here.
January 5, 2021
The telecoms industry has suffered limited damage as a result of the COVID-19 pandemic, but some aspects were significantly affected.
In this podcast, Research Partner, Tom Rebbeck, looks at how the crisis has impacted telecoms, and provides some suggestions for operators.
The associated article and figures can be viewed here.