Analysys Mason Podcast

How operators can use AI services to grow their enterprise revenue

In this episode, Catherine Hammond, Research Director, and Adaora Okeleke, Principal Analyst, explore how operators can generate new revenue by offering AI services to enterprise customers. They draw on recent research to discuss the most promising AI solutions, opportunities for differentiation and how telecoms operators can compete with hyperscalers and other technology providers.
Access the related report: Enterprise AI services: 13 operator case studies and analysisRead the associated articles:Operators’ enterprise AI service portfolios extend far beyond AI infrastructure servicesOperators can generate substantial revenue from AI services even without big investments in infrastructure

Connectivity and operator growth strategies: lessons from NTT, KT and global trends

In this episode, Tom Rebbeck, Partner, and Martin Scott, Research Director, draw on our latest research to explore telecoms operators’ revenue growth strategies. They discuss why connectivity is still central to most operators’ plans, their reduced focus on adjacent growth initiatives and what makes NTT and KT stand out from the competition. The conversation offers insights for telecoms executives, investors and regulators about the risks and opportunities shaping operator business models.
Further reading related to this podcast: 
Operators are relying on connectivity for growth, but this may not be enough
Operator growth strategies: case studies and analysis (volume VII)
Digi’s approach is one that other operators could learn from
Iliad’s central telecoms strategy is similar to that of most operators, but the details have lessons for others
MVNOs from challenger banks aim to disrupt telecoms market
Community Fibre highlights the threat of the pureplay fibre model
KDDI’s results demonstrate the challenges of entering new markets
SK Telecom is investing heavily in its AI revenue goal

Agentic AI: How telecoms operators can advance towards autonomous operations

Adaora Okeleke, Principal Analyst and expert in AI and data management at Analysys Mason, speaks to Dave Duggal, Founder and CEO of EnterpriseWeb, to explore how agentic AI can help telecoms operators realise their ambitions for autonomous operations. Drawing on insights from Analysys Mason’s reports Understanding AI agents in the telecoms industry  and Addressing the challenge of AI agent interoperability, they discuss how operators can apply agentic AI and the concept of ‘ontology’ to achieve their autonomous operations objectives. 
They discuss:
operators’ objectives and vision for adopting agentic AI
the current state of adoption and the challenges operators face in deploying agentic AI today
practical steps to overcome these challenges and progress towards autonomous operations
This discussion offers clear, actionable perspectives for decision makers seeking to understand the potential of agentic AI and how to apply it effectively to automate telecoms operations. 
Learn more about the related reports: Understanding AI agents in the telecoms industry and Addressing the challenge of AI agent interoperability.

Autonomous networking: the role of cloud-native automation and evolved NFV MANO

In this episode, Joseph Attwood, Analyst, and Michelle Lam, Senior Analyst, discuss the need for telecoms operators to evolve their approach to network automation if they hope to achieve their autonomous networking goals.
They explore the two pathways that operators can follow to overcome the limitations of NFV MANO. The first of these pathways is to implement cloud-native automation based on Kubernetes’s orchestration capabilities and GitOps methodologies. The second is for operators to adapt their network automation as ETSI evolves its NFV MANO architecture to the new Telco Cloud MANO architecture.
Joseph and Michelle discuss the advantages and trade-offs of each pathway as well as which approach various operators are likely to adopt.
Read the related strategy report and article.

What are operators doing to promote circularity in home broadband equipment?

As fixed broadband providers upgrade home broadband equipment or as consumers switch providers, a growing stream of electronic waste such as modems, routers and set-top boxes is produced. Managing this e-waste is both costly and complex, and operators often fall short in transparently reporting on the disposal of home broadband equipment.
In this podcast episode, analysts Grace Langham and Donye Liu explore the progress and challenges operators face in building circularity into their home broadband hardware. They also highlight initiatives from operators that are working to responsibly recover, reuse and recycle obsolete equipment.
Read the related article.

How satellite players can benefit from the US Golden Dome programme

The US Golden Dome programme offers a significant prospect for satellite manufacturers and related players. This proposed multi-layered network of satellites aims to improve and consolidate the US military’s security and prevalence in space, via a large number of highly capable satellites and support infrastructure. Manufacturers and vendors capable of delivering on time, at cost and with competitive offerings will benefit from the significant budget allocations. However, there havebeen challenges related to manufacturers and supply chains for similar programmes. Such challenges must be properly navigated in this programme to best meet the opportunity ahead.
Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss these issues in this episode of the Analysys Mason podcast.
See related report and tracker.

The network API market is set to hit USD7.6 billion by 2030 and keep growing

In this podcast, Jakub Konieczny, Senior Analyst, is joined by Ameer Gaili, Senior Analyst, as they discuss the findings of their recently published Network APIs: worldwide forecast 2024–2030 report.
While Analysys Mason forecasts the network application programming interface (API) market to reach USD7.6 billion by 2030, Jakub and Ameer explain why the true opportunity lies in the long-term, with the market potentially growing four to eight times larger by 2035. Their discussion examines the APIs expected to drive this growth, highlights early monetisation trends, assesses the potential for communications quality APIs (such as Quality on Demand) and offers strategic recommendations for operators. Their conversation also explores why Analysys Mason’s forecast numbers are more grounded compared to other forecasts.

Flat-panel antenna (FPA) vendors face a choice between analogue and digital control architectures

In this podcast, Luke Wyles, programme head for Analysys Mason’s Space Ground Segment research programme, and Christopher Baugh, Partner, discuss the importance of control architecture for flat-panel antennas (FPAs). Their discussion covers the positioning of analogue, digital and hybrid beamforming technologies in the FPA market, addressing the inherent trade-offs in performance, product development and commercial suitability. They also explore the technical requirements needed for these terminals to serve satellite communications (satcom) networks today, and also into the future. Finally, they examined the barriers impeding the development of fully digital solutions today, and the long-term cost perspective of the technology.