Analysys Mason Podcast

The 2Q 2022 results show that Ericsson and Nokia are sowing the seeds of future revenue growth

Larry Goldman (Chief Analyst) and Caroline Gabriel (research director for networks and 5G) discuss how Ericsson and Nokia Q2 results reflect the current state of mobile networks and changes for the future.
The associated article can be found here.
 

AT&T and KDDI should provide inspiration for operators that are exploring the digital education market

Inigo Barker (Senior Analyst) and Simon Lumb (Senior Analyst) discuss AT&T's and KDDI's approaches to digital education.
The associated article can be accessed here. 

6G will be more than new spectrum and we need to be thinking about it now

In this podcast, Larry Goldman (Chief Analyst) and Caroline Gabriel (Research Director) discuss the technology and business changes necessary for implementation of 6G and why we need to be thinking about them now.
The associated article can be accessed here. 

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.