Analysys Mason Podcast

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

Operators need to provide better education and support to capture more of SMEs’ spend on IT solutions

Operators’ IT services sales approaches need to provide SMEs with some tailored, individual attention, assessment of needs and education of benefits.
Catherine Hammond (Research Director) and Eileen Zimbler (Senior Analyst) discuss the several different strategies that operators could implement to sell more effectively into the SME market.
The associated article can be found here.
During the podcast, we also feature a report on Marketing IT products and services to SMEs: effective strategies for telecoms operators.

High inflation may force operators to accelerate copper decommissioning programmes

Economic uncertainty, high inflation and other threats related to the war in Ukraine will have prolonged effects on total telecoms revenue and capex in Central and Eastern Europe (subscription required).
Julia Martusewicz-Kulinska (Principal Analyst) and Tom Rebbeck (Partner) discuss how operators can try to reduce the impact of the economic burdens, primarily related to inflation, by (among other things) accelerating the migration of DSL users to FTTP connections.
The associated article can be view here. 
During the podcast, we also feature a report on cable network strategies in an age of fibre (subscription required).

The future of mobile

In this podcast, Charles Murray (Partner) and Tom Rebbeck (Partner) discuss the future of mobile and answer the following three questions: 
Why are European operators trading at low multiples?
Why are investors concerned?
What would a new industry structure look like, can it produce returns that are similar to those of other industries, and will it be possible to get there?
Charles gave this presentation at Analysys Mason's 12th annual Telecoms Summit on 6 October 2022. To view the full recording, click here. 

Latest SMB IT spending forecast: implications for vendors and telecoms operators

Bob Takacs (Research Director) and Tom Rebbeck (Partner) discuss our latest insights into SMB IT spending. 
Download the full report here. 
Vendors and operators can use this report to assess and respond to changing demands in the SMB market.
For more information about our SMB IT research and the Analysys Mason Technology Forecaster, click here.

Price rises in Western Europe are giving challengers an opportunity to boost their mobile and fixed market share.

Many operators in Western Europe have implemented price increases for their fixed and mobile services or plan to do so in the future, attempting to offset inflationary pressure.
In this podcast, Julia Martusewicz-Kulinska (Principal Analyst) and Tom Rebbeck (Partner) discuss the various price increasing strategies and opportunities it creates for market challengers, especially in countries with unbalanced market shares of subscribers.  
The associated article can be find here. The article is based on the Western Europe telecoms market: trends and forecasts 2022–2027 report. The forecast numbers are available in Analysys Mason’s DataHub.