Analysys Mason Podcast
RAN forecast: 5G and virtualised-RAN will be the dominant drivers of MNO spending growth

RAN forecast: 5G and virtualised-RAN will be the dominant drivers of MNO spending growth

April 12, 2021

In this podcast, Senior Analyst, Roberto Kompany discusses key highlights from Analysys Mason's Radio access networks: worldwide forecast 2020–2025.

The associated article and figures can be viewed here.

 

Operators with IoT divisions will watch KORE Wireless’s NYSE listing closely

Operators with IoT divisions will watch KORE Wireless’s NYSE listing closely

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

C-band spectrum auctions in the USA: wireless incumbents are paying for the weight of 5G expectation

C-band spectrum auctions in the USA: wireless incumbents are paying for the weight of 5G expectation

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.

Consolidation among IoT connectivity disruptors will have major implications for operator IoT business units

Consolidation among IoT connectivity disruptors will have major implications for operator IoT business units

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. 

Discussion of private LTE and 5G network deployments

Discussion of private LTE and 5G network deployments

February 5, 2021

Enterprises have deployed over 500 private LTE and 5G networks, and detailed information is available on around a third of these.

In this podcast, Tom Rebbeck and Ibraheem Kasujee discuss the results of our latest private networks tracker, which records the details of 156 private LTE and 5G networks.

They discuss the trends in deployments of these networks, where these networks are being deployed, the vertical markets that are deploying them and the lead contractors.

The discussion is based our Private LTE/5G networks tracker 4Q 2020 and a short strategy report, Private LTE/5G network deployments: trends and analysis.

If you would like more information on this topic, click on the items above and watch our on-demand webinar, Private LTE/5G networks: an IoT growth opportunity for operators. We also recently published a detailed report on the private networks opportunity “Private LTE/5G networks: a framework for understanding the opportunity.

Tom Rebbeck is a Partner in Analysys Mason's Research division and Ibraheem Kasujee is a Research Analyst. 

How Rakuten is writing the automation rulebook for 5G

How Rakuten is writing the automation rulebook for 5G

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

 

Operators’ cloud strategies for vRAN are challenging, but a USD23.5 billion far edge market awaits

Operators’ cloud strategies for vRAN are challenging, but a USD23.5 billion far edge market awaits

February 2, 2021

In this podcast, Research Director, Caroline Chappell discusses the key messages from our report, Implementing the vRAN cloud: strategies for success.

For further insights into vRAN and the vRAN cloud opportunity watch our on-demand webinar, Virtualised RAN: overcoming the economic and architectural challenges.

Analysys Mason’s predictions for M&A activity in the telecoms market in 2021

Analysys Mason’s predictions for M&A activity in the telecoms market in 2021

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

Vendors of cyber-security solutions need to change their approach to benefit from the operator channel

Vendors of cyber-security solutions need to change their approach to benefit from the operator channel

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

The pandemic has not led to many strategy changes for operators, but some aspects require a rethink

The pandemic has not led to many strategy changes for operators, but some aspects require a rethink

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.