Analysys Mason Podcast

Wireless networks evolution and digital sustainability: what is Arcep’s approach?

In this podcast, Gilles Monniaux, Principal at Analysys Mason, speaks with Ahmed Haddad, Technical Advisor at Arcep, about the French regulator’s approach to the evolution of wireless networks and digital sustainability. They begin by discussing a study conducted by Analysys Mason on behalf of Arcep on the evolution of the uses of wireless telecoms networks and on the dimensioning of those networks. They also explore digital sustainability and how Arcep incorporates it into its work. Topics include:
the potential evolution of wireless network use cases (evolution of demand)
the ability of wireless networks to increase their capacity through developments such as refarming, increased network sharing, the use of new spectrum bands, etc. (evolution of networks)
how the study uses scenarios to assess the impact of the uncertainty associated with the evolution of both demand and networks
the environmental impact hotspots in the ICT sector, including devices, networks and data centres
how a regulator like Arcep integrates sustainability into its regulatory policy and the role national/international collaboration plays into that.
This episode offers practical insights for policy makers, operators and stakeholders on balancing network innovation with environmental responsibility.
Read the related report: https://en.arcep.fr/fileadmin/reprise/dossiers/frequences/etude-usages-et-reseaux_sept2025/study-executive-summary_evolution-uses-telecoms-networks_ENG_sept2025.pdf
Read more work on Arcep’s work on digital sustainability: https://en.arcep.fr/arcep/arcep-europe-international/digital-sustainability.html
Learn more about Analysys Mason's regulation and policy services: Regulation and policy for telecoms, media and technology (TMT)

Military satcom and commercial capacity integration: why secure orchestration matters

Sovereign military satellite communication (satcom) networks are evolving from closed systems to hybrid architectures that integrate commercial satellite capacity to meet growing demand. In this episode, Christopher Baugh, Partner, speaks with Luke Wyles, Analyst, about how commercial satcom services are currently procured and integrated, as well as the associated security, governance and co-ordination challenges for governments.
They discuss why secure, zero-trust orchestration is becoming central to hybrid military satcom architectures, and how this aligns with alliance initiatives such as IRIS2 and the NATO Commercial Space Strategy.Learn more about Analysys Mason's Space research and insights.

Telecoms operators’ financial performance: key trends from the 12 months to 3Q 2025

In this episode, Tom Rebbeck, Partner and expert in telecoms services, and Jonathan Daniel, Analyst, discuss the latest trends across financial KPIs. They examine how revenue, EBITDA, capex and operating cashflow have evolved over the 12 months to 3Q 2025 and highlight the most notable shifts in operators’ financial performance.
Read the related report: Operators’ financial KPIs: trends and analysis
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Government support for the space industry: funding models and priorities with the UK Space Agency

Government funding plays a crucial role in the space industry; it supports both emerging and established companies. In this episode, Christopher Baugh, Partner at Analysys Mason, speaks with Dallas Kasaboski, Principal Analyst at Analysys Mason, and Craig Brown, Director of Investment at the UK Space Agency (UKSA). They discuss why government support is essential for the health of the space sector and how it is deployed, including grants, subsidies, contracts and other mechanisms.
The conversation explores:
current government support initiatives for the space industry in the UK and how they are deployed
which organisations benefit most from government funding and why commercial markets still require support
how government intervention supports start-ups as they scale and work towards sustainability
the role of public funding in helping companies to raise private investment
the outlook for space security and defence programmes in the current geopolitical climate
how funding aligns with the various stages of technology development
how private-sector space companies should approach and use government support.
This episode also provides insight into how public-sector support influences space market growth, investment and long-term sustainability.

GenAI for telecoms networks: turning hype into action with Google Cloud and Accenture

Adaora Okeleke, Principal Analyst at Analysys Mason, speaks with Matt Anderson, Head of Cloud IT Telecom Solutions at Google Cloud, and Tunc Yorulmaz, Senior Managing Director and Global Lead for Cloud First Networks at Accenture. They share insights from Analysys Mason’s perspective, GenAI in the network: CSP progress in adopting GenAI for network operations.
They discuss how telecoms operators are using generative AI (GenAI) for network operations. Topics include:
early learnings from GenAI deployments in telecoms networks
key challenges that operators face when applying AI to network operations and automation
how agentic AI could support the future evolution towards autonomous networks.
This episode offers clear, practical guidance for telecoms executives and network leaders that are looking to scale GenAI, cloud and automation in their networks and understand the emerging role of agentic AI in network transformation.

Financing connectivity: how impact investors are bridging the digital divide

In this episode, Jenny Robertson, Managing Partner at Analysys Mason, spoke with Finnfund’s Kuutti Kilpeläinen, Head of Digital Infrastructure and Solutions Portfolio, and Niklas Simola, Investment Manager, Digital Infrastructure and Solutions, to discuss how investment in digital infrastructure can expand digital access and inclusion in emerging markets.
They explore the challenge of closing coverage gaps and highlight why affordability is key to expanding digital access. They discuss how impact funds can drive meaningful change, supported by Finnfund’s real-world examples and experiences from recent investments that have made a difference for communities in developing countries.
The conversation also looks to the future, and examines new investment opportunities and the transformative potential of satellite connectivity, AI and public–private partnerships to further accelerate digital inclusion.

Re-thinking sustainability: Liberty Global's solution for unlocking value from unused tech

In this episode, Grace Langham, Senior Analyst and expert in sustainability and ESG at Analysys Mason, speaks with Manuel Alomar, Re-think Lead at Liberty Blume, a Liberty Global company. They discuss how Liberty Blume's circularity business, Re-think, is helping customers to unlock value from unused assets while supporting more sustainable network upgrades and expansion worldwide.
The conversation highlights the growing importance of tech circularity as the telecoms industry works to reduce e-waste and manage technology more responsibly.Explore our related content: How are operators promoting broadband circularity?Cost and complexity hinder the recycling of broadband equipmentWaste and circularity benchmarks for telecoms operators
 
 

How Starlink’s SLAs are reshaping satellite competition

Starlink has become the most disruptive force in the satellite industry, and the new service-level agreement (SLA) guarantees for its ‘Priority’ packages add to the disruption.
In this episode, space and satellite experts Christopher Baugh and Lluc Palerm discuss how these developments are changing competition in high-value verticals such as backhaul, enterprise and maritime. They explore how traditional satellite connectivity providers can defend their positions, differentiate their services and continue to deliver value in an increasingly Starlink-dominated market.
Learn about Starlink's broadband access plans and pricing tracker 2Q 2025.