Analysys Mason Podcast

UnaBiz’s acquisition of Sigfox will lead to a change in strategy and greater collaboration in the LPWAN space

UnaBiz became the new owner of Sigfox in April 2022. The deal marks a significant change in how Sigfox operates and collaborates with other LPWAN players.
In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) assess the next steps for Sigfox and the implications for the LPWAN market.
The associated article can be accessed here. 

South Korean operators’ enterprise revenue grew strongly in 2021 and they have ambitious plans for future growth

SK Telecom aims to treble its enterprise revenue from by 2025 and KT aims to generate half of its revenue from B2B and digital services by 2025 (up from 40% in 2021). This podcast explores some of the strategies that are being employed to achieve these targets.
The associated article can be accessed here.

Fixed–mobile M&A will result in an increase in the number of FMC accounts in many countries worldwide

An increase in wholesale fibre market competition and in the amount of M&A activity will lead to growth in the penetration of FMC offers. 
In this podcast, Simon Lumb (Senior Analyst) and Stephen Wilson (Principal Analyst) present analysis from Analysys Mason’s latest FMC forecast, which models 19 countries individually.
The associated article can be accessed here. 

Password sharing may have lost Netflix billions of dollars in retail revenue, but operators can help

Password sharing is a monetisation problem for streaming video providers in general and for Netflix in particular.
In this podcast, Martin Scott (Principal Analyst) and Tom Rebbeck (Partner) discuss the monetisation problem for streaming video providers
The associated article can be accessed here. 
The related Netflix blog article can be accessed here. 

Mobile World Congress 2022: a summary

In this short podcast, Larry Goldman (Chief Analyst) discusses the key highlights from MWC.
Join our upcoming webinar for the latest insights on the themes, announcements and innovations emerging from this year’s event.
Click here to register. 

Data centres could tell us about the potential evolution of the submarine cable industry, and vice versa

Johann Adjovi (Partner) discusses the several parallels between the data centre and submarine cable market. As they continue to evolve it will be interesting to see whether these continue to hold.
The associated article can be accessed here. 
 

Australian challenger operators are using bold strategies to rapidly gain share in the B2B market

Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) analyse the strategies of the most successful challenger operators in the Australian business market.
The associated article can be accessed here. 
Further information on the operators highlighted in this article and our assessment of prospects for the Australian market as a whole are provided in our report, Operator business services: Australia forecast 2021–2026.
 

Operators are well-placed to capitalise on the rapid growth in subscription gaming: consumer survey insights

Subscription gaming is quickly gaining popularity and we believe a good fit for operators.
In this podcast, Martin Scott (Principal Analyst) and Tom Rebbeck (Partner) discuss our latest consumer survey and highlight who operators should target with digital gaming propositions.
The associated article can be accessed here.