Analysys Mason Podcast

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.

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.

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.

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.

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.

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.
 

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. 

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.