Analysys Mason Podcast

Operator Wi-Fi strategies will become more important as fibre and 1Gbit/s speeds become commonplace

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. 

Network investment remained high in 2022 while accelerated cost cuts mitigated inflationary pressure

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.

Operators are scaling back ambitions in consumer IoT and are focusing on specific sub-sectors

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.

Operator business revenue: trends and analysis 4Q 2022

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. 

Operators should capitalise on their strong cloud revenue growth rates with further investment

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

Operators need to provide better education and support to capture more of SMEs’ spend on IT solutions

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.

High inflation may force operators to accelerate copper decommissioning programmes

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).

The future of mobile

In this podcast, Charles Murray (Partner) and Tom Rebbeck (Partner) discuss the future of mobile and answer the following three questions: 
Why are European operators trading at low multiples?
Why are investors concerned?
What would a new industry structure look like, can it produce returns that are similar to those of other industries, and will it be possible to get there?
Charles gave this presentation at Analysys Mason's 12th annual Telecoms Summit on 6 October 2022. To view the full recording, click here.