Analysys Mason Podcast

Operators should use their strength in the voice market to differentiate their unified communications solutions

Network operators have an opportunity to take advantage of the recent growth in the unified communications market, but face intense competition from new entrants and over-the-top providers.
The associated article can be found here.

Vodafone’s deal with Accenture for managed security services marks a distinct strategy from peer operators

Vodafone announced on 21 July 2020 that it will partner with Accenture to offer managed security services to SMEs and national corporations. In this podcast, Research Director, Tom Rebbeck discusses the implications of the deal.
The associated article can be found here.

Palo Alto Networks is emerging as the lead vendor in the competitive network security market

In this podcast, Analyst, Igor Babić explores the trends in the financial and operational metrics of the market-leading network security vendors (Check Point, Cisco, Fortinet and Palo Alto Networks).
 
The associated article can be found here.

The logic of HPE’s purchase of Silver Peak is clear, but the price looks high

In this podcast, Research Director, Tom Rebbeck discusses HPE's plan to purchase SD-WAN firm Silver Peak for USD925 million in a deal that was announced on 13 July 2020. 
 
The associated article can be found here.

IoT in agriculture: emerging markets provide important opportunities for operators

The agricultural sector has been considered to be a strong market for IoT, particularly since the advent of LPWA, but activity has been limited. However, some technology providers are now making progress in this sector, though some barriers, such as a fragmented upstream supply chain to the producers, still remain.
The associated article by Principal Analyst, Michele Mackenzie can be found here.

Business survey 2020: the COVID-19 pandemic will accelerate the cyber-security spend of SMBs in the USA

Analysys Mason surveyed over 400 small and medium-sized businesses in the USA in April and May 2020 to assess how the COVID-19 pandemic will affect (and is affecting) their demand for IT services. In this podcast, Analyst, Igor Babić discusses the results from this survey and examines the pandemic’s impact on SMBs’ adoption of cyber-security solutions and related plans.
The associated article can be found here.

COVID-19: 5G capex will bounce back after a short-term decline, but operators will have new priorities

Analysys Mason has published an early-stage analysis of the likely impact of the COVID-19 pandemic on 5G supply and demand in 2020 and 2021. In this podcast, Caroline Gabriel explains that the fundamentals of the 5G business case remain largely intact. However, there will be disruption to network deployment and weaker demand from consumers and businesses in the middle quarters of 2020. The reduced demand is likely to persist for a longer period than the network disruption and will drive operators to intensify the focus of their 5G strategies on cost reduction rather than new, enterprise-driven revenue streams.
The associated article can be found here.

Facebook’s investment in Jio Platforms is likely to pave the way for a super app in the mould of WeChat

In late April 2020, Facebook announced its intention to invest INR435.74 billion (USD5.7 billion) for a 9.99% stake in Jio Platforms (the parent company to Reliance Jio, India's leading mobile operator) and, in a related move, to link up WhatsApp and JioMart (Reliance Industries’s click-and-collect e-grocery platform).
In this podcast, Analyst, Inigo Barker discusses Facebook's investment in Jio Platforms and the ramifications of the deal on India's telecoms and digital sectors.
The associated article can be found here.