Analysys Mason Podcast
Discussion with Romil Bahl, President and CEO of KORE Wireless

Discussion with Romil Bahl, President and CEO of KORE Wireless

July 23, 2021

In this podcast, Tom Rebbeck, Research Partner, talks to Romil Bahl, CEO of KORE Wireless.

KORE Wireless, an IoT connectivity and solutions provider, is planning to list its shares on the NYSE in the next few months – a move that will be closely watched by others in the sector. 
 
Tom and Romil discuss KORE Wireless’s forthcoming listing, its growth plans and its positioning. 

You can read more about KORE Wireless’s plans in Analysys Mason’s article here. We also profiled the company in our IoT connectivity disruptors: case studies and analysis report. An updated version of this profile and report will be available soon.
 
You can find KORE Wireless’s investor presentation here. It is certainly worth reading if you are interested in the IoT connectivity market. 
 
We also discussed KORE Wireless in a previous podcast here.

Microsoft’s Xbox Cloud Gaming service offers operators the opportunity to target new types of gamers

Microsoft’s Xbox Cloud Gaming service offers operators the opportunity to target new types of gamers

July 22, 2021

Microsoft is now more-actively seeking operator partnerships for its cloud-gaming service, Xbox Cloud Gaming. In this podcast, Research Analyst, Olamide Makinde and Principal Analyst, Martin Scott explore the potential for Microsoft’s cloud-gaming proposition and identify which of the groups of operators’ customers are most likely to engage with it.

The associated article can be viewed here.

SMB cyber-security spending worldwide: trends and forecasts overview 2020–2025

SMB cyber-security spending worldwide: trends and forecasts overview 2020–2025

July 13, 2021

Small and medium-sized business will spend USD90 billion on cyber security in 2025, up from USD57 billion in 2020 (CAGR 10%).

In this podcast, Partner, Tom Rebbeck and Senior Analyst, Igor Babić discuss Analysys Mason's recent cyber-security forecast report, which is of interest to security vendors, their channel partners and other technology vendors that serve the SMB cyber-security market now or plan to in the future.

Click here to learn more and download the report.

IoT: successful telecoms operators use large bases of connections to drive investment in the value chain

IoT: successful telecoms operators use large bases of connections to drive investment in the value chain

July 2, 2021

Analysys Mason has identified four operators as ‘Pioneers’ in its most recent Operator IoT Scorecard 2021: AT&T, China Mobile, Telefónica and Vodafone. These telecoms operators have been successful in the IoT market because they have mutually supporting aspects to their business.

In this podcast Partner, Tom Rebbeck and Principal Analyst, Michele Mackenzie discuss the scorecard in detail. 

The podcast is associated to this free article and to this subscriber report.

For further insights, register now for the associated webinar.

OTT video will generate more revenue than traditional pay-TV services; operators should update their approach

OTT video will generate more revenue than traditional pay-TV services; operators should update their approach

May 28, 2021

OTT video will generate more retail revenue worldwide than traditional pay-TV services by 2024.

In this podcast, Principal Analyst, Martin Scott explores some of the key changes in market dynamics following the COVID-19 pandemic and how those changes will affect operators’ approaches to traditional pay TV, OTT video and video content more generally.

The podcast is hosted by Analyst, Alex Boisot. 

The associated article and figures can be viewed here.

The economic impact of open and disaggregated technologies and the role of TIP

The economic impact of open and disaggregated technologies and the role of TIP

May 25, 2021

David Abecassis, Anlaysys Mason Partner, and Vishal Mathur, Global Head of Engagement at Telecom Infra Project, discuss key highlights from Analysys Mason's report 'The economic impact of open and disaggregated technologies and the role of TIP’. 

The report explores the increasing worldwide adoption of open and disaggregated network solutions, and estimates the economic benefits of Open RAN, which could reach USD285 billion in global GDP terms by 2030.

The associated report is available for download here

Telecoms solutions have a substantial role to play in achieving net zero

Telecoms solutions have a substantial role to play in achieving net zero

May 19, 2021

Utilities have already begun their progress towards the UK’s 2050 goal of net zero. Now is a good time for the utility and telecoms sectors to work together, and for government to encourage dialogue to help them understand each other’s perspectives. 

In this podcast, Principal, Ian Adkins and Partner, Tom Rebbeck discuss the role of telecoms in achieving net zero.

The associated article can be viewed here.

A discussion about the financial performance of selected cyber security vendors

A discussion about the financial performance of selected cyber security vendors

May 14, 2021

In the build-up to the annual RSA Conference, Partner, Tom Rebbeck and Senior Analyst, Igor Babić discuss the financial performance and strategies of selected cyber security vendors.

They examine three vendors with extremely high revenue growth rates: CrowdStrike, Okta and Zscaler, and the big four network security vendors: Check Point, Cisco, Fortinet and Palo Alto Networks.

Key talking points include: 

  • the cyber security vendors' performance in 2020
  • drivers of their results
  • Analysys Mason's expectations for the future.
Operators are more trusted with user data than global tech rivals and should capitalise on their position

Operators are more trusted with user data than global tech rivals and should capitalise on their position

May 13, 2021

Operators with greater involvement in digital services tend to enjoy stronger trust premiums over rivals such as banks, global tech companies, advertisers and health insurers.

In this podcast, Analyst, Inigo Barker discusses why operators are better trusted than global tech innovators in many countries worldwide.

The podcast is hosted by Senior Analyst, Simon Lumb and the associated article and figures can be viewed here.

 

Indonesia is a key target market for TMT investment opportunities, fuelled by new foreign investment rules

Indonesia is a key target market for TMT investment opportunities, fuelled by new foreign investment rules

May 11, 2021

The recent lifting of foreign investment restrictions across multiple TMT sectors in Indonesia looks set to serve as a catalyst for heightened investment activity in a market with sizeable untapped demand.

In this podcast, Manager, Jay Lee discusses Indonesia’s TMT investment opportunity with Partner, Tom Rebbeck. 

The associated article and figures can be viewed here.