Analysys Mason Podcast

Analysys Mason’s research predictions for 2023

The biggest issue for telecoms operators in 2023 will be coping with inflation and particularly rising energy costs. After a decade of low inflation and low interest rates, telecoms operators, like other businesses face the problem of managing rising costs and uncertainty about how much they can increase their own prices to cope. 
Larry Goldman (Chief Analyst) and Tom Rebbeck (Partner) discuss our 10 most-compelling predictions for the telecoms, media and technology sector in 2023. 
To view our full predictions for 2023, click here. 
  

Ensuring that the wireless industry has sufficient spectrum will get more complicated

The future of spectrum will require long-term investment and long-term decision processes, the economics of which are not always clear.
Janette Stewart (Partner) and Larry Goldman (Chief Analyst) discuss recent spectrum shifts in North America and how that relates to future 5G and 6G spectrum policy.
The associated article can be accessed here. 

Operator revenue from digital advertising will grow to USD37 billion worldwide in 2027

Operator digital advertising revenue amounts to 2.4% of total mobile service revenue as of 2022.
Inigo Barker (Senior Analyst) and Tom Rebbeck (Partner) discuss the structural changes to the digital advertising market that have put operators in a stronger position to capitalise on their first-party user data assets and share in the growth of the market.
The associated article can be accessed here.

SMB IT spending 2022: new 5-year priorities, insights and opportunities

SMBs are no longer focusing on just surviving the COVID-19 pandemic. Instead, they are now ‘getting back to business’ while dealing with rising interest rates, inflation, supply chain disruptions, geopolitical uncertainties and labour shortages.
In this podcast, Larry Goldman (Chief Analyst) and Bob Takacs (Research Director) discuss our latest release of the Analysys Mason Technology Forecaster and associated report on SMB spending priorities, and opportunities for telecoms operators and IT vendors. 
To learn more about the Analysys Mason Technology Forecaster and to download the associated report, click here. 

CSPs play a key role in the metaverse in areas that were not included in the Meta Connect 2022 keynote

In this podcast, Chief Analyst Larry Goldman interviews Principal Analyst Martin Scott about the several announcements that were made at Meta Connect 2022. Meta’s announcements were well-aligned with Analysys Mason’s metaverse framework, but there were notable absences in areas where communications service providers can take the lead.
The associated article can be accessed here. 

Hollow-core fibre for low latency and increased bandwidth: the next game-changer in optical cables

Larry Goldman (Chief Analyst) and Dr. Franck Chevalier (co-head of technology consulting) talk about continuing growth in the volume of data traffic and the need for low latency leading operators to deploy hollow-core fibre networks. 
The associated article can be accessed here. 

Rural broadband presents new opportunities and unique challenges for the telecoms industry

Patrick Kidney (partner) and Larry Goldman (chief analyst) talk about how rural broadband opens up opportunities for citizens, governments, operators and suppliers.
The associated article can be accessed here. 

Operators’ approaches to Microsoft Teams

In this podcast, Tom Rebbeck (Partner) and Catherine Hammond (Principal Analyst) discuss the different options for operators to provide PSTN voice for Microsoft Teams and why this is important.
The associated article can be accessed here.