Analysys Mason Podcast

In-orbit services: the next step to improving security in space

The in-orbit services market is developing rapidly, driven increasingly by rising geopolitical tension. China and Russia have demonstrated satellites that are capable of moving and observing others, thereby prompting the U.S. Space Force to work with vendors such as Astroscale and Orion Space on in-orbit services missions. Blue Origin and SpaceX are also primed to conduct space missions that are aligned with future in-orbit mission requirements for satellite operators.
 
Opportunities in the in-orbit services market are numerous, but technical and business challenges must be addressed before this market can generate ongoing, sustainable revenue. Our space and satellite experts, Christopher Baugh, Dallas Kasaboski and Dafni Christodoulopoulou, discuss these issues in this episode of the Analysys Mason podcast.

How can mobile operators capture the value of satellite direct-to-device services?

The satellite direct-to-device (D2D) service market continues to progress at an extraordinary pace; Starlink and T-Mobile are launching beta services in the USA, Skylo is partnering with Deutsche Telekom and Verizon, and AST and Lynk are testing, developing technologies and raising more funds. Satellite D2D services promise to eliminate no-coverage zones, thus enhancing subscribers' experience (and safety) and unlocking new business opportunities. However, it is not yet clear if consumers will actually pay for them. Our space and satellite experts Christopher Baugh and LLuc Palerm discuss these issues in this episode of the Analysys Mason podcast.
 
Learn more about satellite strategies for telecoms operators.

Do cablecos need to reconsider their technology strategies?

In this episode, Tom Rebbeck, Partner and expert in TMT consumer and business services, talks with Simon Sherrington, Research Director and expert in fibre infrastructure and sustainability, about FTTP network expansion in the USA and how it is affecting US cable operators (cablecos).
They discuss how the rapid expansion of FTTP networks is leading to increasing overlap between fibre broadband and cable broadband networks, how cablecos are losing market share and what this might mean for the future. In this context, they discuss how cablecos’ network upgrade strategies may be putting them at a cost disadvantage, and consider the alternative options that are open to these players.
Learn more about our Fibre Infrastructure programme or visit our related article.

Is Eutelsat OneWeb a suitable replacement for Starlink in Ukraine?

In this episode, Christopher Baugh, Partner and head of the space research practice, Lluc Palerm, Research Director and head of the Satellite–Telecoms Integration programme, and Carlos Placido, senior adviser, discuss the potential for European satellite constellations such as Eutelsat OneWeb to replace Starlink in Ukraine and elsewhere. Geopolitics are causing turbulence in the satellite communications (satcom) sector, but Europe is stepping up its space connectivity plans in terms of its commercial and sovereign solutions. The conversation touches on the potential for a European-backed constellation to replace Starlink in Ukraine specifically and the strategies that European space players will follow.
For more information, see Analysys Mason’s Non-GEO Constellations Analysis Toolkit, which underpins the data and insights in this podcast.

The end of big capex in telecoms: causes and implications

In this episode, Caroline Gabriel, Partner and expert in network and cloud strategies and architecture, engages in a wide-ranging discussion with Rupert Wood, Research Director and expert in network infrastructure, about trends in telecoms capex.
They delve into the reasons behind the recent decline in operator capex worldwide, focusing on 5G and FTTP, and how this decline is connected to the slowing demand for bandwidth coupled with a supply of infrastructure that will be sufficient for the foreseeable future. Rupert shares insights from his strategy report, "The end of big capex: new strategic options for the telecoms industry," which explores industry misconceptions about the relationship between investment and demand. He suggests that the industry is experiencing a crisis of overproduction, with industry players still wedded to productive forces that deliver low returns. However, he argues that new models for operator and vendor investment will emerge from this crisis, tied to newer productive forces.
During the discussion, Rupert also shares insights into Analysys Mason's capex forecasts, which indicate that operator capital intensity will fall until 2030, with no major cyclical rebound in overall network investment in the foreseeable future.

Navigating data traffic: technology upgrades, spectrum policy, and operator strategies

In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Janette Stewart, expert in spectrum management, policy and valuation, discuss some of the highlights from the European 5G conference in January 2025. They focus on future mobile traffic patterns, mobile technology upgrades and the implications for mobile spectrum assignment policy and operator strategies.

Navigating public policy and innovation with Quint Simon of AWS

Welcome to our AI podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who discuss their AI-related insights, and explore the impact of AI on their organisations and the industry as a whole.  
In this episode, Analysys Mason’s Dion Teo, Partner and expert in strategy, talks with Quint Simon, Head of Public Policy, Asia–Pacific and Japan at Amazon Web Services (AWS).  
In this episode, Dion and Quint discuss: 
the rapid growth and impact of AI on the TMT industry 
the challenge for regulators to balance innovation with risk management 
examples of how AWS customers use AI for social good 
the emphasis on AWS’s commitment to responsible AI 
the responsibilities of AI developers and deployers 
the role of international standards in promoting innovation and providing regulatory stability. 
Find out more about Analysys Mason's AI-related research and consulting services here.  

Starlink's in-flight connectivity is taking off: what is the impact and what can incumbents do to compete?

Starlink is revolutionising in-flight connectivity and could dominate the market by offering a combination of speed and affordability. The company's services could become the new standard for in-flight connectivity; the contracts it has secured with airlines such as Air France and United Airlines put it at the forefront of the market. This disruption is forcing incumbents to adapt quickly, pushing them to innovate, expand satellite capabilities and refine pricing strategies. The evolving competition in in-flight connectivity will reshape passenger expectations and redefine the future of connectivity in the aviation sector. Our space and satellite experts, Christopher Baugh and Shagun Sachdeva, discuss Starlink’s impact on the in-flight connectivity market and what incumbents can do to respond to the intense competition.
Learn more about our satellite mobility programme.