Analysys Mason Podcast

The future of Earth observation and AI with EarthDaily Analytics

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason’s Prachi Kawade, Senior Analyst and expert in space and satellite talks with Chris Rampersad of EarthDaily Analytics.  
Chris Rampersad is the Vice President of Engineering at EarthDaily Analytics, a leading Earth observation data services and analytics company in Vancouver, Canada. Chris has over 20 years of experience in the space industry and is an engineering leader and expert in Earth observation technology. In his current role, Chris leads the software and analytics development for EarthDaily Analytics' product suite and directs the ground segment development for the upcoming EarthDaily Constellation. 
They discuss the following. 
AI integration. How EarthDaily Analytics uses AI to improve satellite imagery quality and analytics, including cloud masking and land classification. 
Generative AI. The impact of generative AI on earth observation, from short-term benefits to long-term industry transformations. 
Foundation models. The role of foundation models in simplifying and enhancing satellite data processing and analysis. 
Super resolution. Use cases and advantages of super-resolution technology in various sectors, such as agriculture and building detection. 
Future trends. The evolution towards natural language interfaces for easier and more comprehensive data interaction. 
Challenges and risks. The technical and operational challenges of AI in Earth observation and the importance of data quality and engineering. 
Find out more about Analysys Mason's AI-related research and consulting services here. 

Vodafone’s future: what’s next for the telecoms giant

In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Tom Rebbeck, expert in TMT consumer and business services, discuss Vodafone and the issues it faces after the sale of Vodafone Spain, the proposed sale of Vodafone Italy and the proposed merger with Three in the UK.Read the associated article.

Google DeepMind’s vision: the future of AI with Jennifer Beroshi

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation, and David Abecassis, Partner and expert in strategy, regulation and policy, talk with Jennifer Beroshi, Head of Policy Strategy and Development at Google DeepMind.   
DeepMind launched in 2010 and took an interdisciplinary approach to building general AI systems. The research lab brought together new ideas and advances in machine learning, neuroscience, engineering, mathematics, simulation and computing infrastructure, along with new ways of organising scientific endeavours. 
Jennifer references the Seoul AI Summit, which took place on 21 and 22 May 2024, co-hosted by the governments of the Republic of Korea and the United Kingdom.
In this episode, Paul, David and Jennifer discuss:  
DeepMind and the broader Google ecosystem
AI applications, systems and specialised use cases 
artificial general intelligence (AGI)
language models and interfacing with AI
AI policy regulation and legislation
safety, risks and AI open models 
the interplay between systems and people
a future enhanced by AI.
Find out more about Analysys Mason's AI-related research and consulting services here. 

SES’s sustainability journey: ESG in orbit with Amber Ledgerwood

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason's Maria Tunberg, Partner and expert in sustainability and Anurag Dey, Manager and expert in sustainability, talk to Amber Ledgerwood, Head of Social and Environmental Impact at SES. 
SES is a global satellite operator based in Luxembourg. Their dedicated ESG team looks for opportunities to leverage SES’s space-based capabilities to advance key sustainable development initiatives – including combatting climate change. SES relaunched their ESG strategy in 2021 to align with the UN’s Sustainable Development Goals (SDGs). 
In this podcast, the authors discuss:  
the sustainability and ESG-related opportunities within the space sector right now
how the space sector can support the sustainability of other industries
SES’s ESG strategy for both space and earth
how to measure the success of ESG strategies
the development of ESG in the space sector and what this will look like in the decade to come
overcoming the biggest challenges for sustainability within the space sector. 

IMDA’s approach to AI governance and policy with Denise Wong

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation and David Abecassis, Partner and expert in regulation and digital markets, talk to Denise Wong, Assistant Chief Executive for Data Protection and Innovation at the Infocomm Media Development Authority (IMDA).  
IMDA is a statutory board under the Singapore Ministry of Communications and Information. It leads Singapore's digitalisation journey by developing a vibrant digital economy and an inclusive digital society.
Paul, David and Denise discuss:  
the Model AI Governance Framework for Generative AI
opportunities for Singapore’s AI ecosystem
characteristics of emerging AI risks and the need for governance
the need for global collaboration on AI opportunities and risks  
data protection and cross-border data flows
leveraging AI for the public good and creating sustainable long-term impact.
Find out more about Analysys Mason's AI-related research and consulting services here. 

Operator business revenue: past and future trends

Business revenue accounted for more than a quarter of operators’ total revenue in 2023 (based on results from around 60 operators detailed in our Business revenue tracker). However, average growth rates fell compared with 2022, mainly due to the difficult economic conditions facing many businesses. IT services such as cloud and security are among the main revenue growth drivers, and our Business-services-related M&A tracker indicates that operators continue to invest in these services despite a sharp fall in the total number of acquisitions in 2023.
In this podcast, Catherine Hammond, Research Director, and Matt Small, Analyst, discuss what is (and isn’t) driving operator business revenue growth and consider the prospects for the rest of 2024.
 
See our related reports: Operator business revenue: trends and analysis and Business-services-related M&A tracker: trends and analysis.

Is Starlink ready to take to the skies?

Starlink is increasingly successful in the broadband market with over 2.6 million subscribers worldwide. Can this translate into success in the skies and will Starlink succeed in the in-flight connectivity (IFC) market? The Starlink Qatar Airways deal is one example of its progress, but in this podcast, space and satellite experts Christopher Baugh and Kerry Vincent-Viry, take a step back to outline Starlink’s IFC journey so far and what the future looks like.

Earth observation: from data to analytics

In this podcast, space experts, Christopher Baugh and Prachi Kawade discuss the changes in the Earth observation market, where data has historically been the main revenue driver. They explore the changes that satellite operators, such as Planet Insights, have made in terms of venturing downstream and enhancing their core offerings. Customers are increasingly relying on analytics for decision-making, which is fuelling growth in the value-added services, intellectual property and big data segments. Chris and Prachi forecast that the demand for data and downstream services from commercial and government and military sectors will surge in the next decade.