Analysys Mason Podcast

FTTH: opex efficiency trumps bandwidth demand

In this podcast, Larry Goldman (Chief Analyst) and Rupert Wood (Research Director) discuss fibre technology trends for network operators. 
Rupert will be speaking at the FTTH Conference 2022 in Vienna on 23-25 May. Learn more about the event and Analysys Mason's involvement here. 
Rupert's associated article can be accessed here. 

The number of IoT connections grew steadily in 2021, but IoT revenue continued to come under pressure

Analysys Mason’s IoT/M2M revenue and connections tracker shows that IoT operators had mixed results in 2021.
In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) discuss the knock-on effects from the pandemic and competitive pressures in the connectivity market.
The associated article can be accessed here. 
 

SMB technology survey insights: getting back to business

Analysys Mason surveyed 1149 small and medium-sized businesses (SMBs) in Germany, Singapore, the UK and the USA between December 2021 and January 2022.
We asked SMBs how they have adapted to the changing business environment since the start of the pandemic and about their future plans.
In this podcast, Bob Takacs (Research Director) and Tom Rebbeck (Partner) discuss the survey results and the implications for vendors and telecoms operators. 
To download the survey result reports, click here.  
 

Operator approaches to consumer healthcare range from large platform plays to focusing on market niches

Many operators are unclear about how to approach the revenue opportunity in consumer digital healthcare.
In this podcast, Inigo Barker (Senior Analyst) and Simon Lumb (Senior Analyst) discuss the approaches that operators can choose from depending on their strategic priorities.
The associated article can be viewed here. 

BT’s announcement to make EE its flagship brand may signal greater fixed–mobile convergence in the UK

BT Group announced on 27 April 2022 that it will make EE its flagship consumer brand.
In this podcast, Simon Lumb (Senior Analyst) and Stephen Wilson (Principal Analyst) explore the reasons for this move and the consequences that it will have for other operators in the UK.
The associated article can be accessed here. 

UnaBiz’s acquisition of Sigfox will lead to a change in strategy and greater collaboration in the LPWAN space

UnaBiz became the new owner of Sigfox in April 2022. The deal marks a significant change in how Sigfox operates and collaborates with other LPWAN players.
In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) assess the next steps for Sigfox and the implications for the LPWAN market.
The associated article can be accessed here. 

South Korean operators’ enterprise revenue grew strongly in 2021 and they have ambitious plans for future growth

SK Telecom aims to treble its enterprise revenue from by 2025 and KT aims to generate half of its revenue from B2B and digital services by 2025 (up from 40% in 2021). This podcast explores some of the strategies that are being employed to achieve these targets.
The associated article can be accessed here.

Fixed–mobile M&A will result in an increase in the number of FMC accounts in many countries worldwide

An increase in wholesale fibre market competition and in the amount of M&A activity will lead to growth in the penetration of FMC offers. 
In this podcast, Simon Lumb (Senior Analyst) and Stephen Wilson (Principal Analyst) present analysis from Analysys Mason’s latest FMC forecast, which models 19 countries individually.
The associated article can be accessed here.