Analysys Mason Podcast

Private networks: how service providers can stand out

Tom Rebbeck, expert in consumer services, and Ibraheem Kasujee, expert in IoT services and private networks, discuss the findings from the recently published private networks ‘battlecard’ reports on service providers and technology providers. They discuss the types of providers active in the market, the key criteria used by private network buyers and how each group performs against these criteria. They also provide suggestions for how service providers can use these battlecards to strengthen their propositions.
Learn more in the associated article.

As B2C messaging apps like WhatsApp grow, how can operators protect revenue?

Communication apps such as WhatsApp and Facebook Messenger offer businesses a variety of choices when it comes to B2C messaging and each platform has unique selling points. However, although these apps are cheaper for businesses to use and offer additional functionality, no communication platform offers the ubiquity of SMS.
Tom Rebbeck, Partner and head of Analysys Mason's consumer services practice and Ben Taylor, expert in consumer services, discuss the application-to-person (A2P) messaging market and the competition between SMS and third-party messaging apps.
Learn more in the associated article.

UK FTTP: from disruption to consolidation

Over the past few years, there has been a rise in UK FTTP alternative networks (altnets), disrupting the fixed broadband industry and driving FTTP adoption. However, as altnets have grown in both size and number, sustainability challenges have emerged, leading to speculation that waves of consolidation are gathering pace.
Corporate strategy and transaction support expert, Alex Pericleous, delves into this changing landscape, exploring the key driving forces behind these developments and shedding light on the future prospects for the industry.
Learn more in the associated article.

SD-WAN growth: doubling sites as SASE revenue hits USD20 billion

SD-WAN is already a mainstream networking option, but revenue is expected to continue to rise steadily over the next 5 years. SASE will account for a growing share of the SD-WAN and cloud security market as enterprises take a modular approach to adoption. Business services experts, Catherine Hammond and Matt Small, discuss recent trends and future expectations for the SD-WAN and SASE market based on our latest global forecasts and vendor partnership tracker. 
The associated article can be accessed here.

B2B connectivity ARPU stagnation: what should operators do?

ARPU for B2B connectivity services is falling rapidly in real terms and operators need to accelerate their efforts to grow revenue from other services.
Business services experts, Catherine Hammond and Matt Small examine recent ARPU trends based on data from our business revenue tracker and look at what is happening in the market in terms of pricing and value-added IT services that operators can offer.  For more information, read Matt's associated article. 

The changing SMB devices and peripherals market

SMBs are set to spend USD179 billion on devices and peripherals in 2023 and we expect the market to fully rebound in 2024. SMB IT spending experts, Karthik Pannala and Li Lin, look ahead at the opportunities that this presents for IT vendors that prioritise the right segments of the market and position their go-to-market strategy correctly. 
Learn more in the associated article and download our most-recent IT spending forecast report.

Why telcos must develop a satellite strategy now

In this podcast, satellite and space experts Chris Baugh and Lluc Palerm discuss the exciting launch of our first satellite and space research programme ‘Satellite Strategies for Telcos’.
They discuss topics including the following:
Why telcos need to develop a satellite strategy now
The recent changes in the satellite market
What they have learnt from their discussions with telcos and how satellites could offer a solution to many challenges telecoms operators face
What a satellite strategy looks like and whether it will be the same for all telcos
The big themes that satellites could help with
direct-to-device communication
rural broadband
IoT
How this new programme of research could help to guide telcos through the process of creating a satellite strategy

Beyond discounting: fixed–mobile bundles with added value

In this podcast, Tom Rebbeck, Partner and head of Analysys Mason's Consumer Services practice, is joined by Stefano Porto Bonacci, Senior Analyst and expert in fixed–mobile convergence (FMC) to talk about FMC strategies and what operators can do to keep their propositions attractive for customers.
The associated article can be found here. For more insights on FMC, click here.