Analysys Mason Podcast

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.

Operators can increase their business revenue by using curated bundles to help SMEs adopt more IT services

Catherine Hammond (Research Director) and Eileen Zimbler (Senior Analyst) discuss a pathway for operators to position themselves as trusted advisors with their business customers.
The associated article can be accessed here. 
For more information on the related subscriber case studies report, click here. 

Gulf operators are scaling up their IT capabilities for enterprises but should do more to attract SMEs

Gulf operators have ambitions to expand their IT portfolios and capabilities but they may be missing out on the SME opportunity, which could contribute the most to revenue growth in the next 5 years.
Catherine Hammond (Research Director) and Karim Yaici (Senior Analyst) discuss SME opportunities for Gulf operators.  
The associated article can be accessed here. 
Details of the related subscriber case study report can be viewed here. 

Operators should be cautious about deploying unlimited mobile data plans

NPS generally increases with data allowance size, but falls for respondents with unlimited data.
Partner, Tom Rebbeck and Associate Consultant, Erik Ottosson discuss the results of Analysys Mason’s annual Consumer survey and why operators should be cautious about deploying unlimited mobile data plans.
The article featured in the podcast can be accessed here.

MWC 2023: private networks received more attention than IoT, despite several interesting new IoT ventures

Activity at Mobile World Congress 2023 reflected a recent trend: interest in IoT has declined, while interest in private networks (and private 5G in particular) continues to grow.
Senior Analyst, Ibraheem Kasujee and Partner, Tom Rebbeck give a post-event round up of MWC 2023 with a particular focus on the announcements related to private networks and IoT. 
The articles featured in the podcast can be accessed here and here. 
For more information on Analysys Mason's private networks and IoT research, click here.