Analysys Mason Podcast
FMC is yet to become established in MENA, but we are confident that it will gain traction

FMC is yet to become established in MENA, but we are confident that it will gain traction

September 21, 2020

Operators in the Middle East and North Africa are increasingly offering fixed–mobile convergence bundles. Operators must consider fibre coverage, levels of postpaid penetration and regulatory headwinds when launching FMC propositions.

In this podcast, Analyst, Simon Lumb summarises our findings from five case studies of FMC operators in MENA.

The associated article and figure can be viewed here.

Operators may be facing a two-step decline in business revenue, but they are not powerless to respond

Operators may be facing a two-step decline in business revenue, but they are not powerless to respond

September 17, 2020

The performance of operators' business divisions in 2Q 2020 was not as bad as feared, but further declines in revenue seem likely in the second half of 2020. This article looks at the situation for operators and how they can respond.

The associated article and figures can be viewed here.

Wireless traffic forecasts: 5G will make little difference to long-term trends

Wireless traffic forecasts: 5G will make little difference to long-term trends

September 9, 2020

Analysys Mason previously predicted that 5G would not bring about profound changes to long-term trends in mobile traffic. In this podcast, Research Director, Rupert Wood gives a synopsis of our thinking now that 5G is here.

The associated article can be found here.

Operators should use their strength in the voice market to differentiate their unified communications solutions

Operators should use their strength in the voice market to differentiate their unified communications solutions

September 1, 2020

Network operators have an opportunity to take advantage of the recent growth in the unified communications market, but face intense competition from new entrants and over-the-top providers.

The associated article can be found here.

Vodafone’s deal with Accenture for managed security services marks a distinct strategy from peer operators

Vodafone’s deal with Accenture for managed security services marks a distinct strategy from peer operators

August 5, 2020

Vodafone announced on 21 July 2020 that it will partner with Accenture to offer managed security services to SMEs and national corporations. In this podcast, Research Director, Tom Rebbeck discusses the implications of the deal.

The associated article can be found here.

Palo Alto Networks is emerging as the lead vendor in the competitive network security market

Palo Alto Networks is emerging as the lead vendor in the competitive network security market

July 27, 2020

In this podcast, Analyst, Igor Babić explores the trends in the financial and operational metrics of the market-leading network security vendors (Check Point, Cisco, Fortinet and Palo Alto Networks).

 

The associated article can be found here.

The logic of HPE’s purchase of Silver Peak is clear, but the price looks high

The logic of HPE’s purchase of Silver Peak is clear, but the price looks high

July 21, 2020

In this podcast, Research Director, Tom Rebbeck discusses HPE's plan to purchase SD-WAN firm Silver Peak for USD925 million in a deal that was announced on 13 July 2020. 

 

The associated article can be found here.

IoT in agriculture: emerging markets provide important opportunities for operators

IoT in agriculture: emerging markets provide important opportunities for operators

July 16, 2020

The agricultural sector has been considered to be a strong market for IoT, particularly since the advent of LPWA, but activity has been limited. However, some technology providers are now making progress in this sector, though some barriers, such as a fragmented upstream supply chain to the producers, still remain.

The associated article by Principal Analyst, Michele Mackenzie can be found here.

Business survey 2020: the COVID-19 pandemic will accelerate the cyber-security spend of SMBs in the USA

Business survey 2020: the COVID-19 pandemic will accelerate the cyber-security spend of SMBs in the USA

July 8, 2020

Analysys Mason surveyed over 400 small and medium-sized businesses in the USA in April and May 2020 to assess how the COVID-19 pandemic will affect (and is affecting) their demand for IT services. In this podcast, Analyst, Igor Babić discusses the results from this survey and examines the pandemic’s impact on SMBs’ adoption of cyber-security solutions and related plans.

The associated article can be found here.

COVID-19: 5G capex will bounce back after a short-term decline, but operators will have new priorities

COVID-19: 5G capex will bounce back after a short-term decline, but operators will have new priorities

June 11, 2020

Analysys Mason has published an early-stage analysis of the likely impact of the COVID-19 pandemic on 5G supply and demand in 2020 and 2021. In this podcast, Caroline Gabriel explains that the fundamentals of the 5G business case remain largely intact. However, there will be disruption to network deployment and weaker demand from consumers and businesses in the middle quarters of 2020. The reduced demand is likely to persist for a longer period than the network disruption and will drive operators to intensify the focus of their 5G strategies on cost reduction rather than new, enterprise-driven revenue streams.

The associated article can be found here.

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