Analysys Mason Podcast

IoT MVNOs need to address the threats to their business

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

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

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?

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

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

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

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

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: 
Crowded connectivity markets are forcing connectivity disruptors to enter new areas of the IoT value chain
IoT connectivity disruptors: case studies and analysis (Volume IV)
IoT MVNOs: case studies and analysis (Volume I)
IoT MVNOs: case studies and analysis (volume II)
IoT MVNOs: case studies and analysis (volume III)
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.