Analysys Mason Podcast

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. 

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.

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.

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 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.

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. 
  

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 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.