Analysys Mason Podcast

MNOs should be wary of less risk-averse, investor-backed IoT connectivity disruptors

IoT connectivity disruptors that are backed by private equity and venture capital investors are often prepared to take more risks to deliver revenue growth than their MNO counterparts. Such activity is often driven by ambitious plans to deliver on the growth expectations (and exit strategies) of their financial backers.
In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) highlight some of the findings from the fifth report in our IoT connectivity disruptors series, IoT connectivity disruptors: case studies and analysis (volume V).
The podcast also relates to our previous article on merger and acquisition activity in the IoT connectivity market.

How 5G’s flexible underlying technology serves the needs of consumers and enterprises

Analysys Mason has released the recordings from its 11th annual Telecoms Summit, which you can access here.
In this podcast, you will hear the recording of a panel discussion about 5G. The session was hosted by Larry Goldman (Chief Analyst) and features Caroline Gabriel (Research Director), Tom Rebbeck (Partner) and Stephen Sale (Research Director).  
Click the links above to learn more about the host and panellists.
All sessions from the summit will be available for several months and you can register here for access.

Large enterprises’ demand for communications and IT services: survey results 2021

In this podcast, Principal Analyst, Catherine Hammond and Partner, Tom Rebbeck explore how well-positioned communications service providers are to meet future enterprise demand for communications and IT services.
This podcast is based on a survey, sponsored by CSG, of 16 communications service providers and more than 200 multinational corporations between February and May 2021. 
Download the related perspective here. 
Read more in this free-to-access article here. 

RingCentral is increasing the number of its operator partners thanks to focused investment in this channel

RingCentral announced several new partnerships with telecoms operators between mid-2020 and mid-2021. In this podcast, Partner, Tom Rebbeck and Principal Analyst, Catherine Hammond discuss why so many major operators are choosing to partner with RingCentral and what role other vendors may have to play.
The associated article and figures can be viewed here. 
Please see below for related reports and Analysys Mason's unified communications vendor tracker. 
Unified communications vendor tracker 2021
Unified communications vendor partnerships with operators: trends and analysis
Unified communications technology providers: case studies and analysis
Operator approaches to unified communications: ten case studies

SMB IT spending: latest insights from the SMB Technology Forecaster

In this podcast, Research Director, Bob Takacs and Senior Analyst, Karthik Pannala discuss the latest insights into SMB IT spending from the Analysys Mason SMB Technology Forecaster. 
Download the associated report here. 
Learn more about the Analysys Mason SMB Technology Forecaster here.

Operators have assets to exploit in the edge market, even if differentiating on technology features is hard

Most operators are depending on edge computing technology supplied by AWS, Google or Microsoft, limiting the scope to differentiate based on technology features.
In this podcast, Principal Analyst, Catherine Hammond and Partner, Tom Rebbeck explore how operators can provide something unique in their edge offering.
The associated article can be viewed here.

Discussion with Romil Bahl, President and CEO of KORE Wireless

In this podcast, Tom Rebbeck, Research Partner, talks to Romil Bahl, CEO of KORE Wireless.
KORE Wireless, an IoT connectivity and solutions provider, is planning to list its shares on the NYSE in the next few months – a move that will be closely watched by others in the sector.  Tom and Romil discuss KORE Wireless’s forthcoming listing, its growth plans and its positioning. 
You can read more about KORE Wireless’s plans in Analysys Mason’s article here. We also profiled the company in our IoT connectivity disruptors: case studies and analysis report. An updated version of this profile and report will be available soon. You can find KORE Wireless’s investor presentation here. It is certainly worth reading if you are interested in the IoT connectivity market.  We also discussed KORE Wireless in a previous podcast here.

Microsoft’s Xbox Cloud Gaming service offers operators the opportunity to target new types of gamers

Microsoft is now more-actively seeking operator partnerships for its cloud-gaming service, Xbox Cloud Gaming. In this podcast, Research Analyst, Olamide Makinde and Principal Analyst, Martin Scott explore the potential for Microsoft’s cloud-gaming proposition and identify which of the groups of operators’ customers are most likely to engage with it.
The associated article can be viewed here.