Analysys Mason Podcast

The growing importance of TMT sustainability

In this podcast, Larry Goldman (Chief Analyst) and Maria Tunberg (Principal) discuss sustainability in the TMT industry. To learn more about how Analysys Mason supports clients to navigate the sustainability transition, click here.

SASE: what it is and what it means to telecoms operators

In this podcast, Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) give an overview of SASE and SSE. 
The associated articles can be accessed via the links below: 
Article 1
Article 2
 

Broadcom should not miss the opportunity to shape the future of multi-cloud networking with VMware

Broadcom entered into an agreement on 26 May 2022 to acquire VMware for USD61 billion. In this podcast, Gorkem Yigit (Principal Analyst) and Larry Goldman (Partner) discuss the potential value and synergies that Broadcom could create in the multi-cloud connectivity space.
The associated article can be accessed here. 

A high valuation for Vodafone IoT may be too tempting for Vodafone to ignore, despite the risks

Vodafone said, in its 2022 annual report, that it is in the process of separating out Vodafone IoT. This vague statement has created speculation about the operator’s plans for its IoT division.
In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss the pressure that Vodafone is under to look at different options for its assets.
The associated article can be accessed here. 

Splitting off IT divisions may not always bring operators the hoped-for benefits

Many telecoms operators are considering separating and selling their IT businesses. However, in this podcast Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) caution against assuming that it will deliver more than a short-term boost. 
The associated article can be accessed here. 
You may also be interested in a related article on business services revenue and a selection of 12 operator case studies on SASE. 

An introduction to NSR, a specialist satellite and space research and consulting firm

Analysys Mason acquired Northern Sky Research (NSR) in May 2022. NSR is a prominent global provider of satellite and space market research and consulting services specialising in the analysis of growth opportunities across four core industry sectors:
satellite communications
satellite and space applications
financial analysis
satellite and space infrastructure. 
In this podcast Chris Baugh (Founder and CEO, NSR) and Tom Rebbeck (Partner, Analysys Mason) give an introduction to NSR and discuss how NSR complements Analysys Mason's existing research and consulting services.
You can learn more about NSR via its website.

Enterprises base their IoT connectivity partner selection on more than price

In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss IoT insights from a survey of 200 enterprises conducted by Analysys Mason in early 2022 on behalf of Sierra Wireless.
Detailed findings from the survey can be found in Enterprise requirements for IoT connectivity on Sierra Wireless’s website.
The associated Analysys Mason article can be accessed here.
To learn more about Analysys Mason's IoT Services research programme, click here. 

Pricing in a high-inflation environment: operators can learn from their counterparts in Turkey

High inflation, particularly in high-income countries, poses a threat to telecoms operators’ margins and their ability to retain customers and keep them satisfied.
In this podcast, Inigo Barker (Senior Analyst) and Tom Rebbeck (Partner) discuss what operators can learn from their counterparts in Turkey.
The associated article can be accessed here.