Analysys Mason Podcast

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. 

Network investment remained high in 2022 while accelerated cost cuts mitigated inflationary pressure

In 2022, most operators' revenue growth worldwide was offset by high local inflation rates, and capex rates remain high worldwide.
In this podcast, Tom Rebbeck (Partner) and Erik Ottosson (Associate Consultant) analyse the financial performance of telecom operators in 2022.
The associated article can be found here.

Operators are scaling back ambitions in consumer IoT and are focusing on specific sub-sectors

Operators have had to revise down their expectations for consumer IoT, but many continue to be active in the market with a more focused strategy.
In this podcast, Tom Rebbeck (Partner) and Ibraheem Kasujee (Senior Analyst) discuss the current consumer IoT landscape and the operators' efforts in the market.
The associated article can be found here, and the data mentioned is available in the report here.
For further research on operator business revenue, please refer to this article and download the latest report on the topic.

Operator business revenue: trends and analysis 4Q 2022

Business revenue accounted for 23% of all operator revenue in 2022.
In this podcast, Catherine Hammond (Research Director) and Mary Saunders (Research Analyst) explore the emerging trends in operators’ business revenue, such as ICT revenue growth.
You can freely download the associated report here. 

Operators should capitalise on their strong cloud revenue growth rates with further investment

Operators saw revenue from cloud services accelerate in 2022, but they still lag specialist cloud players.
Matt Small (Research Analyst) and Catherine Hammond (Research Director) discuss some of the findings from the recent update to our cloud services revenue tracker. They compare the performance of operator-led cloud services divisions with that of cloud specialists and talk about how operators might best sustain growth.
The associated article can be accessed here, and the data is available in the tracker here