Analysys Mason Podcast

Telecoms solutions have a substantial role to play in achieving net zero

Utilities have already begun their progress towards the UK’s 2050 goal of net zero. Now is a good time for the utility and telecoms sectors to work together, and for government to encourage dialogue to help them understand each other’s perspectives. 
In this podcast, Principal, Ian Adkins and Partner, Tom Rebbeck discuss the role of telecoms in achieving net zero.
The associated article can be viewed here.

A discussion about the financial performance of selected cyber security vendors

In the build-up to the annual RSA Conference, Partner, Tom Rebbeck and Senior Analyst, Igor Babić discuss the financial performance and strategies of selected cyber security vendors.
They examine three vendors with extremely high revenue growth rates: CrowdStrike, Okta and Zscaler, and the big four network security vendors: Check Point, Cisco, Fortinet and Palo Alto Networks.
Key talking points include: 
the cyber security vendors' performance in 2020
drivers of their results
Analysys Mason's expectations for the future.

Operators are more trusted with user data than global tech rivals and should capitalise on their position

Operators with greater involvement in digital services tend to enjoy stronger trust premiums over rivals such as banks, global tech companies, advertisers and health insurers.
In this podcast, Analyst, Inigo Barker discusses why operators are better trusted than global tech innovators in many countries worldwide.
The podcast is hosted by Senior Analyst, Simon Lumb and the associated article and figures can be viewed here.
 

Indonesia is a key target market for TMT investment opportunities, fuelled by new foreign investment rules

The recent lifting of foreign investment restrictions across multiple TMT sectors in Indonesia looks set to serve as a catalyst for heightened investment activity in a market with sizeable untapped demand.
In this podcast, Manager, Jay Lee discusses Indonesia’s TMT investment opportunity with Partner, Tom Rebbeck. 
The associated article and figures can be viewed here.

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

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

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.