Episodes
Episodes
Thursday Jun 08, 2023
Follow-up discussion with Romil Bahl, CEO of KORE
Thursday Jun 08, 2023
Thursday Jun 08, 2023
In this podcast, Tom Rebbeck, partner, and Ibraheem Kasujee, senior analyst for IoT Services and Private Networks, talk to Romil Bahl, president and CEO of KORE.
Romil last appeared on the podcast in August 2021.
Today's podcast looks at how things have progressed at KORE. Tom, Ibraheem and Romil discuss KORE’s recent acquisition of Twilio’s IoT unit, how the economy and 2G/3G shutdowns have affected KORE, and KORE’s share price since the public listing.
You can find the previous podcast with KORE here. You can also find a recent investor presentation outlining KORE’s recent results and strategy in further detail here.
Monday Jun 05, 2023
Monday Jun 05, 2023
Operators are increasingly focusing on home Wi-Fi services to avoid price-based competition and improve customer satisfaction.
In this podcast, Oliver Bruff (Analyst) and Martin Scott (Research Director) discuss operator Wi-Fi strategies.
The associated article can be accessed here.
Thursday Jun 01, 2023
Thursday Jun 01, 2023
In 2022, most operators' revenue growth worldwide was offset by high local inflation rates, and capex rates remain high worldwide.
In this podcast, Tom Rebbeck (Partner) and Erik Ottosson (Associate Consultant) analyse the financial performance of telecom operators in 2022.
The associated article can be found here.
Tuesday May 30, 2023
Tuesday May 30, 2023
Operators have had to revise down their expectations for consumer IoT, but many continue to be active in the market with a more focused strategy.
In this podcast, Tom Rebbeck (Partner) and Ibraheem Kasujee (Senior Analyst) discuss the current consumer IoT landscape and the operators' efforts in the market.
The associated article can be found here, and the data mentioned is available in the report here.
For further research on operator business revenue, please refer to this article and download the latest report on the topic.
Monday May 22, 2023
Operator business revenue: trends and analysis 4Q 2022
Monday May 22, 2023
Monday May 22, 2023
Business revenue accounted for 23% of all operator revenue in 2022.
In this podcast, Catherine Hammond (Research Director) and Mary Saunders (Research Analyst) explore the emerging trends in operators’ business revenue, such as ICT revenue growth.
You can freely download the associated report here.
Thursday May 04, 2023
Thursday May 04, 2023
Operators saw revenue from cloud services accelerate in 2022, but they still lag specialist cloud players.
Matt Small (Research Analyst) and Catherine Hammond (Research Director) discuss some of the findings from the recent update to our cloud services revenue tracker. They compare the performance of operator-led cloud services divisions with that of cloud specialists and talk about how operators might best sustain growth.
The associated article can be accessed here, and the data is available in the tracker here
Tuesday May 02, 2023
Tuesday May 02, 2023
Operators’ IT services sales approaches need to provide SMEs with some tailored, individual attention, assessment of needs and education of benefits.
Catherine Hammond (Research Director) and Eileen Zimbler (Senior Analyst) discuss the several different strategies that operators could implement to sell more effectively into the SME market.
The associated article can be found here.
During the podcast, we also feature a report on Marketing IT products and services to SMEs: effective strategies for telecoms operators.
Thursday Apr 27, 2023
High inflation may force operators to accelerate copper decommissioning programmes
Thursday Apr 27, 2023
Thursday Apr 27, 2023
Economic uncertainty, high inflation and other threats related to the war in Ukraine will have prolonged effects on total telecoms revenue and capex in Central and Eastern Europe (subscription required).
Julia Martusewicz-Kulinska (Principal Analyst) and Tom Rebbeck (Partner) discuss how operators can try to reduce the impact of the economic burdens, primarily related to inflation, by (among other things) accelerating the migration of DSL users to FTTP connections.
The associated article can be view here.
During the podcast, we also feature a report on cable network strategies in an age of fibre (subscription required).