Analysys Mason Podcast

GenAI for telecoms networks: turning hype into action with Google Cloud and Accenture

Adaora Okeleke, Principal Analyst at Analysys Mason, speaks with Matt Anderson, Head of Cloud IT Telecom Solutions at Google Cloud, and Tunc Yorulmaz, Senior Managing Director and Global Lead for Cloud First Networks at Accenture. They share insights from Analysys Mason’s perspective, GenAI in the network: CSP progress in adopting GenAI for network operations.
They discuss how telecoms operators are using generative AI (GenAI) for network operations. Topics include:
early learnings from GenAI deployments in telecoms networks
key challenges that operators face when applying AI to network operations and automation
how agentic AI could support the future evolution towards autonomous networks.
This episode offers clear, practical guidance for telecoms executives and network leaders that are looking to scale GenAI, cloud and automation in their networks and understand the emerging role of agentic AI in network transformation.

Financing connectivity: how impact investors are bridging the digital divide

In this episode, Jenny Robertson, Managing Partner at Analysys Mason, spoke with Finnfund’s Kuutti Kilpeläinen, Head of Digital Infrastructure and Solutions Portfolio, and Niklas Simola, Investment Manager, Digital Infrastructure and Solutions, to discuss how investment in digital infrastructure can expand digital access and inclusion in emerging markets.
They explore the challenge of closing coverage gaps and highlight why affordability is key to expanding digital access. They discuss how impact funds can drive meaningful change, supported by Finnfund’s real-world examples and experiences from recent investments that have made a difference for communities in developing countries.
The conversation also looks to the future, and examines new investment opportunities and the transformative potential of satellite connectivity, AI and public–private partnerships to further accelerate digital inclusion.

Re-thinking sustainability: Liberty Global's solution for unlocking value from unused tech

In this episode, Grace Langham, Senior Analyst and expert in sustainability and ESG at Analysys Mason, speaks with Manuel Alomar, Re-think Lead at Liberty Blume, a Liberty Global company. They discuss how Liberty Blume's circularity business, Re-think, is helping customers to unlock value from unused assets while supporting more sustainable network upgrades and expansion worldwide.
The conversation highlights the growing importance of tech circularity as the telecoms industry works to reduce e-waste and manage technology more responsibly.Explore our related content: How are operators promoting broadband circularity?Cost and complexity hinder the recycling of broadband equipmentWaste and circularity benchmarks for telecoms operators
 
 

How Starlink’s SLAs are reshaping satellite competition

Starlink has become the most disruptive force in the satellite industry, and the new service-level agreement (SLA) guarantees for its ‘Priority’ packages add to the disruption.
In this episode, space and satellite experts Christopher Baugh and Lluc Palerm discuss how these developments are changing competition in high-value verticals such as backhaul, enterprise and maritime. They explore how traditional satellite connectivity providers can defend their positions, differentiate their services and continue to deliver value in an increasingly Starlink-dominated market.
Learn about Starlink's broadband access plans and pricing tracker 2Q 2025.

Hybrid data cloud: accelerating AI adoption among telecoms operators

In this episode, Adaora Okeleke, Principal Analyst and expert in AI and data management platforms, speaks with Laurent Laisney, Telecoms Industry Strategist at Teradata. Together, they explore how hybrid data cloud deployment models can help telecoms operators to modernise their data environments and scale AI adoption. They draw on insights from Analysys Mason’s Modernising CSPs' data architectures for network analytics/AI-driven automation to discuss:
the factors slowing down operators’ adoption of AI
how hybrid data cloud can address these challenges
the key requirements operators should consider when deploying hybrid models.
This discussion offers clear, actionable perspectives for decision makers on the role of hybrid data cloud in enabling AI adoption in the telecoms industry.

IT services carve-outs: lessons from Fujitsu’s Manage Now transformation

In this episode, Christian Fischer, Senior Principal, speaks with Christopher Hellmann, Chief Transformation Officer at Manage Now and Associate Director at private equity group Aequita. Together, they explore the transformation of Manage Now following its 2024 carve-out from Fujitsu Services.
The discussion covers the strategy that reshaped the business, including redefining the go-to-market approach, streamlining operations and building a customer-centric medium-sized IT services company. Christopher shares candid insights into the challenges, breakthroughs and bold decisions that turned the carve-out into a high-impact value creation story.
Hear what made this transformation a success and what lies ahead for Manage Now, with lessons for operators, investors and IT services leaders that are navigating carve-outs and strategic change.

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