Analysys Mason Podcast
SASE: what it is and what it means to telecoms operators

SASE: what it is and what it means to telecoms operators

June 24, 2022

In this podcast, Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) give an overview of SASE and SSE. 

The associated articles can be accessed via the links below: 

Article 1

Article 2

 

Broadcom should not miss the opportunity to shape the future of multi-cloud networking with VMware

Broadcom should not miss the opportunity to shape the future of multi-cloud networking with VMware

June 20, 2022

Broadcom entered into an agreement on 26 May 2022 to acquire VMware for USD61 billion. In this podcast, Gorkem Yigit (Principal Analyst) and Larry Goldman (Partner) discuss the potential value and synergies that Broadcom could create in the multi-cloud connectivity space.

The associated article can be accessed here

A high valuation for Vodafone IoT may be too tempting for Vodafone to ignore, despite the risks

A high valuation for Vodafone IoT may be too tempting for Vodafone to ignore, despite the risks

June 17, 2022

Vodafone said, in its 2022 annual report, that it is in the process of separating out Vodafone IoT. This vague statement has created speculation about the operator’s plans for its IoT division.

In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss the pressure that Vodafone is under to look at different options for its assets.

The associated article can be accessed here

Splitting off IT divisions may not always bring operators the hoped-for benefits

Splitting off IT divisions may not always bring operators the hoped-for benefits

June 9, 2022

Many telecoms operators are considering separating and selling their IT businesses. However, in this podcast Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) caution against assuming that it will deliver more than a short-term boost. 

The associated article can be accessed here

You may also be interested in a related article on business services revenue and a selection of 12 operator case studies on SASE. 

An introduction to NSR, a specialist satellite and space research and consulting firm

An introduction to NSR, a specialist satellite and space research and consulting firm

June 6, 2022

Analysys Mason acquired Northern Sky Research (NSR) in May 2022. NSR is a prominent global provider of satellite and space market research and consulting services specialising in the analysis of growth opportunities across four core industry sectors:

  • satellite communications
  • satellite and space applications
  • financial analysis
  • satellite and space infrastructure. 

In this podcast Chris Baugh (Founder and CEO, NSR) and Tom Rebbeck (Partner, Analysys Mason) give an introduction to NSR and discuss how NSR compliments Analysys Mason's existing research and consulting services.

You can learn more about NSR via its website.

Enterprises base their IoT connectivity partner selection on more than price

Enterprises base their IoT connectivity partner selection on more than price

May 31, 2022

In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss IoT insights from a survey of 200 enterprises conducted by Analysys Mason in early 2022 on behalf of Sierra Wireless.

Detailed findings from the survey can be found in Enterprise requirements for IoT connectivity on Sierra Wireless’s website.

The associated Analysys Mason article can be accessed here.

To learn more about Analysys Mason's IoT Services research programme, click here

Pricing in a high-inflation environment: operators can learn from their counterparts in Turkey

Pricing in a high-inflation environment: operators can learn from their counterparts in Turkey

May 23, 2022

High inflation, particularly in high-income countries, poses a threat to telecoms operators’ margins and their ability to retain customers and keep them satisfied.

In this podcast, Inigo Barker (Senior Analyst) and Tom Rebbeck (Partner) discuss what operators can learn from their counterparts in Turkey.

The associated article can be accessed here

Business services have not driven operator revenue growth as hoped, but there are reasons to be optimistic

Business services have not driven operator revenue growth as hoped, but there are reasons to be optimistic

May 20, 2022

Vendors' and operators' hopes that overall revenue growth will be driven by the business segment have yet to be realised, but there are reasons to be cautiously optimistic about future business revenue growth.

In this podcast, Matt Small (Research Analyst) and Tom Rebbeck (Partner) discuss the prospects for business services revenue growth.

You can access the associated article here

More information about Analysys Mason's business revenue tracker is available here.

FTTH: opex efficiency trumps bandwidth demand

FTTH: opex efficiency trumps bandwidth demand

May 18, 2022

In this podcast, Larry Goldman (Chief Analyst) and Rupert Wood (Research Director) discuss fibre technology trends for network operators. 

Rupert will be speaking at the FTTH Conference 2022 in Vienna on 23-25 May. Learn more about the event and Analysys Mason's involvement here

Rupert's associated article can be accessed here. 

The number of IoT connections grew steadily in 2021, but IoT revenue continued to come under pressure

The number of IoT connections grew steadily in 2021, but IoT revenue continued to come under pressure

May 11, 2022

Analysys Mason’s IoT/M2M revenue and connections tracker shows that IoT operators had mixed results in 2021.

In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) discuss the knock-on effects from the pandemic and competitive pressures in the connectivity market.

The associated article can be accessed here