Analysys Mason Podcast

What is the metaverse?

Caroline Chappell (Research Director) and Martin Scott (Principal Analyst) define the metaverse and identify critical dependencies for its evolution and the roles that telecoms operators can play in its development.
The associated article can be accessed here. 

Operators have an opportunity to deliver SD-WAN to more than 3.5 million SME sites

Few operators have yet to tailor their SD-WAN portfolios to the SME market. Those that can adapt their solutions and marketing to meet the needs of the SME segment have the potential to generate additional revenue and increase customer loyalty.
Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) discuss the potential benefits that SD-WAN offers to many SMEs and the opportunity for telecoms operators.
The associated article can be viewed here.  
Click the links below for additional resources: 
Article 
Strategy report (subscriber)
Forecast report (subscriber)

Aeris’s acquisition of Ericsson’s IoT unit is ambitious in scale and making it profitable will be difficult

Ericsson announced the sale of its IoT Accelerator and Connected Vehicle Cloud businesses to Aeris, a USA-based connectivity provider, on 7 December 2022.
Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) discuss Aeris's bold move, and the challenge that it will face to turn the business into a profitable one.
View Analysys Mason's two related articles: article 1 | article 2. 

Private LTE/5G network deployments: trends and analysis 3Q 2022

48% of all private LTE/5G networks in the public domain use 5G as of October 2022, up from 43% at the end of 2021.
Tom Rebbeck (Partner) and Ibraheem Kasujee (Analyst) discuss the emerging trends in the private LTE/5G market, such as who the main contractors are, what network technology is used, which sectors are deploying private networks and where such deployments are based.
Access the associated tracker and report.

Independent operators are starting to address sustainability concerns

Large network operators have also been visibly addressing sustainability for several years. More recently, smaller operators have also started to turn their attention to sustainability concerns.
Ian Adkins, principal, and Larry Goldman, chief analyst, discuss implications for these smaller operators.

As COP27 closes, CSPs can help consumers to address concerns about both the cost of living and the environment

The COP27 climate summit held in Sharm El-Sheikh, Egypt in November 2022 brought world leaders together once again to decide on action to tackle the climate emergency. However, as shown in Analysys Mason’s latest consumer survey, consumer interest in sustainability has temporarily plateaued against the backdrop of greater energy and financial instability. 
Martin Scott (Principal Analyst) and Maria Tunberg (Principal) discuss some of the initiatives that operators have put in place to help realise their own and their customers’ aspirations for greater sustainability.
The associated article can be accessed here. 

SASE represents a USD16 billion opportunity for operators

SASE solutions bring together SD-WAN with cloud security to form an integrated service. The combined SD-WAN and cloud security markets will generate over USD110 billion in revenue by 2027; SASE will account for 15% of this. 
Catherine Hammond (Principal Analyst) and Matt Small (Research Analyst) discuss recent SASE and SD-WAN trends and forecasts. 
The associated article can be accessed here.

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.