Analysys Mason Podcast

How operators can respond to the threat of low-cost challengers

In this podcast, Caroline Gabriel, expert in telecoms networks, and Tom Rebbeck, expert in telecoms services, discuss the threat that low-cost challengers like Digi and Iliad pose to established operators. They examine the model used by these low-cost players and explore options for responding to the threat that they present.
Read the associated articles: Telstra highlights the failure of established operators to address the threat posed by low-cost challengersThe future of the service provider: how to respond to low-cost challengers

SMBs’ IT priorities have shifted following a change to a 'technology-first' mindset

Small and medium-sized businesses (SMBs) are leaning on technology to transform and grow their businesses. They are now more technologically advanced and better-informed than ever before, and they understand that technology is key to business continuity. In this episode, Karthik Pannala, Principal Analyst, and Li Lin, Senior Analyst, discuss what is driving SMBs’ investments in IT and what their priorities are.
Read the related report.

The maritime satcom market is facing challenges as incumbents navigate a challenging ARPU landscape

Starlink is transforming the maritime connectivity market by offering higher speeds and more affordable connectivity services which are disrupting the dominance of traditional premium satellite communication (satcom) providers. With the average revenue per unit (ARPU) falling from USD2000 to USD700 or less in the last 5 years, geostationary Earth orbit (GEO) incumbents are being forced to either cut prices or shift toward higher value offerings.
In this episode, Christopher Baugh, Partner, and Shagun Sachdeva, Senior Analyst, discuss the impact of declining ARPU in the maritime market and what the opportunities are for incumbent satcom providers despite the intense market pressure. As non-geostationary Earth orbit (NGEO) adoption accelerates and customer expectations evolve, the future of maritime satcom may be defined by scale and service innovation.
Christopher and Shagun discuss how legacy players can adapt in this changing landscape, whether through hybrid multi-orbit strategies, managed service models or vertical integration.
Find out more about Analysys Mason's space capabilities here.

Network-as-a-service (NaaS) providers will collectively generate USD14.7 billion from their offerings in 2029

In this episode, Joseph Attwood, Analyst, and Catherine Hammond, Research Director, discuss growing opportunities in the NaaS market for service providers. In particular, they discuss Analysys Mason’s recent NaaS forecast which estimates that NaaS connectivity revenue worldwide will grow at a CAGR of 42% between 2024 and 2029 to reach USD14.7 billion. They explore the main characteristics of NaaS, the size of the NaaS market compared to the traditional fixed connectivity market, and the current trends and drivers of the NaaS market. Additionally, they discuss how service providers can best succeed in the NaaS market, which is still nascent, but growing strongly.
Read the associated article.

Delayering telecoms operators’ businesses: outcomes and future directions

In this podcast, Rupert Wood, Research Director, discusses the issue of delayering with Tom Rebbeck, Partner. They talk about why more telecoms operators are delayering their operations, what the rationale is for this delayering and how the results look so far. They also explore how delayering might develop in the future.
Explore the related report.

Implications of the Charter−Cox merger

In this episode, Tom Rebbeck, Partner and Simon Sherrington, Research Director discuss the recently announced Charter−Cox merger and its implications for US cable operators (cablecos) as well as the wider US broadband market. They discuss the opportunities the merger will create for the newly combined company, whether US regulators will be concerned about the deal and whether the increased scale and resources will enable the to erode FTTP providers’ cost advantage.
Listen to related podcast: Do cablecos need to reconsider their technology strategies?
 

Implications of the Virgin Media O2−Daisy Communications merger

In this podcast, Catherine Hammond, Research Director, and Tom Rebbeck, Partner, discuss the recently announced deal to merge Virgin Media O2’s business division with Daisy Communications. They discuss the objectives of the deal, its chances of success and the implications for the broader telecoms market.

What is 'best practice' for broadband customer retention?

In this episode, Martin Scott, Research Director and expert in consumer telecoms and media, talks with Dongye Liu, Research Analyst, about how leading broadband providers are minimising churn in their customer bases.They discuss the main strategies that operators are relying on, such as maximising the impact of the migration of customers to fibre, improving the quality of experience, fixed–mobile convergence and bundling value-added services. They consider best-practice examples of how operators have implemented these strategies and discuss how operators might develop sustainable strategies to maintain low broadband churn rates and improve customer satisfaction.Learn more about our Fixed Services programme and read our related case study report.