Analysys Mason Podcast

IoT connectivity will account for nearly 20% of operators’ mobile services revenue from enterprises by 2027

For enterprise-focused mobile operators, IoT is perhaps the most-crucial service for achieving revenue growth over the next 5 years.
In this podcast, Tom Rebbeck (Partner) and Catherine Hammond (Research Director) discuss the enterprise revenue trends and the importance of IoT revenue to enterprise divisions of operators.
The associated article can be accessed here.

From cloud native to edge native

In this podcast, Caroline Chappell (Partner) and Daniel Beazer (Senior Analyst) discuss how cloud native networks need to run on edge native clouds and how this presents an opportunity for operators to generate new revenue streams.
For more content on this subject, watch our recent webinar covering the trends and challenges associated with the adoption of cloud-native networks.
Don’t forget to check out our curated resources on cloud-native network transformation and automation, here.

Challenger operators in Europe have gained subscriber market share by keeping prices flat

Challenger operators Digi, Free and Iliad have been more successful than their competitors at gaining subscribers in their respective countries.
In this podcast, Tom Rebbeck (Partner) and Erik Ottosson (Associate Consultant) discuss mobile pricing strategies.
The associated article can be accessed here and the Telecoms Market Matrix is available here.

Few operators meet the current demand for supporting their business customers’ ESG goals

Catherine Hammond (Research Director) and Matt Small (Research Analyst) discuss how environmental, social and governance (ESG) considerations have become increasingly important for businesses recently and a major component of the request for proposal (RFP) scorecard. 
The associated article can be accessed here. 
For more information on this subject, learn more from our case studies report and our insights into sustainability. 

Deals in Belgium highlight the new strategies used by operators in Europe for offering fixed–mobile bundles

The Orange-Telenet-VOO deals in Belgium show that European operators are following strategies for offering FMC services that go beyond the historical approach of owning fixed and mobile infrastructure.
In this podcast, Stefano Porto Bonacci (Senior Analyst) and Tom Rebbeck (Partner) discuss how operators are making greater use of wholesale connectivity services and taking advantage of the roll-out of open-access networks from infrastructure players.
The associated article can be accessed here. 
Read more in this report, Fixed–mobile convergence in Belgium: trends and forecasts 2023–2028
For more insights into fixed-mobile convergence, click here.

The Vodafone–Three merger will help to address some of the weaknesses of the mobile-only model

The merger is an attempt to gain some market share and mobile economies of scale to help to overcome the weaknesses of the mobile-only model.
In this podcast, Tom Rebbeck (Partner) and Eulalia Marin (Principal Analyst) discuss the merger between Vodafone and Three UK.
The associated article can be accessed here.

Follow-up discussion with Romil Bahl, CEO of KORE

In this podcast, Tom Rebbeck, partner, and Ibraheem Kasujee, senior analyst for IoT Services and Private Networks, talk to Romil Bahl, president and CEO of KORE. 
Romil last appeared on the podcast in August 2021. 
Today's podcast looks at how things have progressed at KORE. Tom, Ibraheem and Romil discuss KORE’s recent acquisition of Twilio’s IoT unit, how the economy and 2G/3G shutdowns have affected KORE, and KORE’s share price since the public listing.
You can find the previous podcast with KORE here. You can also find a recent investor presentation outlining KORE’s recent results and strategy in further detail here. 

Operator Wi-Fi strategies will become more important as fibre and 1Gbit/s speeds become commonplace

Operators are increasingly focusing on home Wi-Fi services to avoid price-based competition and improve customer satisfaction.
In this podcast, Oliver Bruff (Analyst) and Martin Scott (Research Director) discuss operator Wi-Fi strategies.
The associated article can be accessed here.