Analysys Mason Podcast

Operator business revenue is declining in Europe, forcing operators to balance cost-cutting and investment

Our recently updated Western European business forecasts estimate that operator revenue from basic voice and data connectivity services will fall by 5% between 2019 and 2024. Operators face some challenging decisions and will need to balance cutting costs from traditional services while also investing in growth services such as ICT. Even where these trade-offs are managed well, operators' revenue may decline in real terms, and an increased focus on ICT is likely to result in lower margins.
This podcast outlines the scale of the challenge facing operators and highlights some of the strategies being adopted in response to market conditions.

The application-to-person messaging market will grow, but operators may only benefit in the short term

The business spend on application-to-person messaging worldwide will grow from USD27 billion in 2019 to USD40 billion in 2024 because the demand for A2P messaging services is steadily increasing in all regions.

5G will account for 22% of mobile subscribers worldwide in 2024

This podcast provides our outlook for the adoption of mobile 5G services, including a discussion of how we expect take-up to be different from that of previous technology generations.

Arm is investing heavily now to achieve long-term IoT revenue growth

5 years may seem to be sufficient time for Arm to deliver IoT revenue growth ahead of returning to the public market, but many of its growth initiatives will take much longer to come to fruition.

A low Net Promoter Score masks a more-promising picture for operators and their IT ambitions

Operators may be better positioned to sell other services than they think.

Chinese operators are dominating the worldwide IoT market, benefiting from a supportive government

Governments are changing their attitudes to austerity and may want to invest in new projects; telecoms operators and other players in the IoT value chain should consider how they could benefit.

Sophos should become a more-stable and stronger competitor thanks to its acquisition by Thoma Bravo

On 14 October 2019, the US private equity firm Thoma Bravo announced that it was buying Sophos, the UK security firm. In this podcast, Research Director, Tom Rebbeck discusses Thoma Bravo’s strategy and outlines what the deal will mean for Sophos.

Alternative models for the delivery of SD-WAN services threaten operators’ position as retail providers

Principal Analyst, Catherine Hammond outlines the threats posed to operators by these alternative delivery models, and argues that operators must deliver effective SD-WAN solutions of their own, with good levels of customer satisfaction, in order to defend their connectivity revenue.