Analysys Mason Podcast

On 4 March 2020, Analysys Mason hosted its annual Mobile World Congress webinar. As a result of this year's event being cancelled, the webinar focused on the important things that will happen even though the show didn't. 
Drawing on in-depth industry research and briefings with operators and vendors, our analysts covered a range of topics including IoT, SD-WAN, consumer 5G, edge computing and network automation. 
In this podcast Larry Goldman, Head of Networks and Software Research, gives a brief overview of what was presented during the webinar and highlights some of the key findings from recent operator and vendor briefings. 
If you would like to watch the webinar and access a range of related resources, click here.

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 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.

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.

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.

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

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.

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.