Analysys Mason Podcast

Analysys Mason previously predicted that 5G would not bring about profound changes to long-term trends in mobile traffic. In this podcast, Research Director, Rupert Wood gives a synopsis of our thinking now that 5G is here.
The associated article can be found here.

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 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.

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.

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.

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.

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.

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.