Analysys Mason Podcast
Polkomtel Infrastruktura’s deal with Cellnex marks the emergence of the mobile NetCo model

Polkomtel Infrastruktura’s deal with Cellnex marks the emergence of the mobile NetCo model

May 10, 2021

Analysys Mason suggests that investors and operators look at the key learnings from the Polkomtel Infrastruktura/Cellnex transaction and adjust their strategies to maximise the benefits of the emerging model of the mobile NetCo. 

In this podcast, Senior Manager, Miltos Andriopoulos discusses the transaction with Partner, Tom Rebbeck. 

The associated article and figures can be viewed here.

IoT MVNOs need to address the threats to their business

IoT MVNOs need to address the threats to their business

May 6, 2021

The pillars of the IoT MVNO business (cheap connectivity and extra support) are under threat.

In this podcast, Principal Analyst, Michele Mackenzie and Partner, Tom Rebbeck explore the challenges facing IoT MVNOs and their possible responses.

The associated article and figures can be viewed here.

Operators are starting to look for new sources of revenue growth in light of the COVID-19 pandemic

Operators are starting to look for new sources of revenue growth in light of the COVID-19 pandemic

April 28, 2021

2020 was a challenging year for many telecoms operators, even though the telecoms sector performed better than many others. The growth prospects for many revenue lines have shifted (up or down) as a result of the COVID-19 pandemic, but we have yet to see any operators undertake a major rethink of their revenue growth strategies.

In this podcast, Research Director, Stephen Sale summarises the associated article and report covering growth strategies for telecoms operators. 

The podcast is hosted by Partner, Tom Rebbeck.

Verizon’s post-auction plans for FWA will run up against the limitations of 5G

Verizon’s post-auction plans for FWA will run up against the limitations of 5G

April 22, 2021

Telecoms operators in the USA are getting serious about fixed–mobile convergence. Verizon and T-Mobile are aiming to address the broadband market with fixed-wireless access, whereas AT&T will expand FTTP.

In this podcast, Research Director, Rupert Wood discusses the high risks involved in putting a 5G network to work for home broadband.

The associated article and figures can be viewed here.

How can telecoms operators conquer the mobile gaming industry?

How can telecoms operators conquer the mobile gaming industry?

April 21, 2021

Operators can take a number of key roles in the mobile gaming industry in order to capture growth. 5G is an intrinsic part of this opportunity.

In this podcast, Principal Analyst, Martin Scott discusses the size and future prospects for the mobile gaming industry and the role that operators can play within it.

The associated article and figures can be viewed here.

Analysys Mason's Connected Consumer Survey is a multi-year study that tracks and measures consumers’ changing telecoms and media habits, their device ownership, connectivity options and their future plans.

For more information about the survey, click here.

RAN forecast: 5G and virtualised-RAN will be the dominant drivers of MNO spending growth

RAN forecast: 5G and virtualised-RAN will be the dominant drivers of MNO spending growth

April 12, 2021

In this podcast, Senior Analyst, Roberto Kompany discusses key highlights from Analysys Mason's Radio access networks: worldwide forecast 2020–2025.

The associated article and figures can be viewed here.

 

Operators with IoT divisions will watch KORE Wireless’s NYSE listing closely

Operators with IoT divisions will watch KORE Wireless’s NYSE listing closely

March 19, 2021

KORE Wireless announced, on 12 March 2021, that it will list on the NYSE. This is the first listing of an IoT company that looks like the IoT division of a telecoms operator, and its performance will be closely watched.

In this podcast Research Partner, Tom Rebbeck and Principal Analyst, Michele Mackenzie discuss the listing.

The associated article can be viewed here

C-band spectrum auctions in the USA: wireless incumbents are paying for the weight of 5G expectation

C-band spectrum auctions in the USA: wireless incumbents are paying for the weight of 5G expectation

March 4, 2021

The US C-band auctions concluded with USD80.92 billion spent on 280MHz of spectrum. This is equivalent to USD0.92/MHz/pop, the highest price yet paid for such spectrum anywhere in the world.

In this podcast, Research Director, Rupert Wood analyses what drove the high overall prices and the impact on network investment going forward.

The associated article and figures can be viewed here.

Consolidation among IoT connectivity disruptors will have major implications for operator IoT business units

Consolidation among IoT connectivity disruptors will have major implications for operator IoT business units

February 17, 2021

Tom Rebbeck and Michele Mackenzie discuss the recent wave of consolidation between IoT connectivity disruptors. 

The associated article and figures can be viewed here.

Further IoT research can be located on the following links: 

Tom Rebbeck is a Partner in Analysys Mason's Research division and Michele Mackenzie is a Principal Analyst and leads Analysys Mason's IoT research. 

Discussion of private LTE and 5G network deployments

Discussion of private LTE and 5G network deployments

February 5, 2021

Enterprises have deployed over 500 private LTE and 5G networks, and detailed information is available on around a third of these.

In this podcast, Tom Rebbeck and Ibraheem Kasujee discuss the results of our latest private networks tracker, which records the details of 156 private LTE and 5G networks.

They discuss the trends in deployments of these networks, where these networks are being deployed, the vertical markets that are deploying them and the lead contractors.

The discussion is based our Private LTE/5G networks tracker 4Q 2020 and a short strategy report, Private LTE/5G network deployments: trends and analysis.

If you would like more information on this topic, click on the items above and watch our on-demand webinar, Private LTE/5G networks: an IoT growth opportunity for operators. We also recently published a detailed report on the private networks opportunity “Private LTE/5G networks: a framework for understanding the opportunity.

Tom Rebbeck is a Partner in Analysys Mason's Research division and Ibraheem Kasujee is a Research Analyst.