Analysys Mason Podcast

Analysys Mason

The Analysys Mason Podcast features timely commentary from our expert consultants, analysts and guest speakers on the issues and challenges shaping technology-intensive industries, including telecoms, digital infrastructure, software, IT services, space, defence, manufacturing and logistics.

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21 episodes
weekly
Avg 20 min
English

Episodes 21

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#315
August 19 · 26 min
Could Starlink Mobile and satellite D2D disrupt the MNO business?
In its first earnings call on 4 August 2026 following its IPO, SpaceX announced that it “definitely intends” to build a US mobile network, leveraging Starlink Mobile’s constellation and a web of femtocells. In this podcast, our experts explore the results from the early deployment of direct-to-device (D2D) services, the future evolution of costs and capabilities for satellite D2D services, and the competitive threats and opportunities D2D services pose to the mobile network operator (MNO) business.
#314
August 4 · 31 min
D2D: T-Mobile’s path to seamless connectivity
Direct-to-device (D2D) satellite services are moving from concept to commercial reality, but what will it take to achieve truly seamless connectivity? In this episode, Analysys Mason’s Antoine Grenier and Lluc Palerm are joined by Jeff Giard, Senior Director of Strategic Partnerships and Business Development at T-Mobile USA, to explore the next phase of the D2D market. The discussion covers T-Mobile’s partnership-led approach with Starlink, spectrum challenges to consider, regulation and device compatibility, and the importance of industry-wide collaboration to reduce fragmentation. The speakers also examine how customer expectations are evolving, why seamless handoffs between terrestrial and satellite networks are critical, and what future D2D network architecture could look like.
#313
July 28 · 15 min
What's next for GEO satellite operators
Traditional GEO satellite operators are redefining their role in an increasingly competitive market. In this episode, Analysys Mason's Lluc Palerm and Prachi Kawade join Es'hailSat's Raghid Shanti to explore how regional players are evolving beyond capacity provision. Their discussion focuses on how GEO satellite operators are embracing multi-orbit architectures, managed services and strategic partnerships to deliver greater value, strengthen customer relationships and compete in the rapidly changing satellite connectivity landscape.
#312
July 21 · 16 min
Data centres: balancing growth, regulation, resilience and sustainability
Data centres are under increasing scrutiny as their energy and water demands grow alongside the expansion of AI and cloud infrastructure. In this episode, our experts Simon Sherrington and Grace Langham discuss how governments are responding through stricter sustainability requirements, planning restrictions and new reporting obligations. They explore how policies are evolving across Europe, North America and Asia–Pacific and examine the innovations helping operators improve efficiency and resilience. Their discussion highlights what these trends mean for data centre operators and investors seeking to balance growth ambitions with sustainability and regulatory expectations.
#311
July 14 · 18 min
What works when communications fail: resilience, emergency response and humanitarian connectivity
Earthquakes, floods… when disaster strikes, staying connected can save lives. In this episode, Charles Murray, Partner at Analysys Mason, is joined by Rob Fyfe from Motorola Solutions and Sébastien Gillet from Télécoms Sans Frontières to discuss how communications technologies and response models help emergency services, communities and critical infrastructure organisations prepare for, respond to and recover from crises. Drawing on both mission-critical and humanitarian perspectives, they share real-world insights into what happens when communications are at their most important. From emergency response and humanitarian recovery to long-term resilience planning, the conversation explores how different organisations, technologies and investment decisions come together to keep people connected when it matters most.
#310
July 3 · 23 min
What DTW Ignite 2026 revealed about the future of AI in telecoms
In this episode, Analysys Mason analysts Adaora Okeleke, Joseph Attwood, Michelle Lam and Patrick Serberis discuss the main themes that emerged from DTW Ignite 2026. Listen to explore how telecoms operators are moving towards AI deployment in the OSS and BSS domains, how trust and governance in agentic AI systems are growing in importance and how AI-native architectures, ontologies and data platforms are supporting progress towards autonomous networks. Our experts also examine other key themes including operators' hopes to generate more value from AI beyond operational efficiency improvements, especially in terms of new revenue opportunities.
#309
June 18 · 18 min
What's next for IoT connectivity?
The IoT connectivity market is changing rapidly. Ibraheem Kasujee, Senior Analyst at Analysys Mason, and Jon Connet, Chief Product Officer at Aeris, explore what is driving this evolution, and its impact. Topics for discussion include: the new IoT eSIM specification, known as SGP.3, and how it will disrupt the IoT value chain how operators and IoT connectivity providers need to adapt their propositions the impact of AI on the IoT market. For more analysis on IoT, see our IoT Services research programme.
#308
June 9 · 27 min
Starlink in the S-1 filing: what the numbers really say
Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say? In this Analysys Mason podcast, our experts break down the IPO filing document, the S-1, to understand how Starlink is growing, how it is pricing its services and whether its margins can last. They also explore what the filing reveals about the future of satellite and telecoms competition. To learn more about our work in this area, explore Analysys Mason’s expertise in fixed services, satellite broadband and satellite D2D.
#307
June 4 · 12 min
The unwinding of European joint ventures and its impact on consolidation
Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange. In this podcast, Charles Murray and Tom Rebbeck discuss what these moves tell us about the next phase of European mobile consolidation. They explore how JV unwinds sit alongside 4-to-3 mergers, what they mean for market structure, and whether they can support the EU’s ambition to build stronger European champions. The discussion builds on the themes raised in this article. To learn more about our work in this area, explore Analysys Mason’s expertise in mobile consolidation.
#306
May 28 · 20 min
Space sovereignty starts with access
Space sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access through trusted partnerships? This podcast explores the commercial and strategic forces driving decisions across multi-orbit systems and national space ambitions. With insights from our Space experts Dallas Kasaboski, Alex Clark and Christopher Baugh, it offers a timely look at the factors that matter most in sovereign access to space. Learn more about our related programmes: Defence and Sovereign Space Satellite Manufacturing and Launch
#305
May 22 · 44 min
What should towercos expect from 6G?
In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate include: What do we know about 6G so far, and when will it become a reality? How will 6G differ from 5G, and will it address some of the challenges of 5G for towercos? How soon do towercos need to start planning for 6G? Which spectrum and antenna technologies will be central to 6G? Will 6G drive a significant new wave of operator spending on cell sites? How will 6G affect master services agreement (MSA) renewal negotiations in the next few years? Explore our related content: https://www.analysysmason.com/featured-topic/communications-infrastructure/ https://www.analysysmason.com/research/content/data-set/6g-rd-tracker-rma18/
#304
May 6 · 16 min
Mobile consolidation in APAC: scale, spectrum and regulation
In this episode, Analysys Mason experts Tom Rebbeck, Dion Teo and Ismael Moreno-Gomez explore the growing momentum behind mobile consolidation in Asia–Pacific (APAC). They discuss: - recent mobile mergers across APAC - why crowded markets are driving consolidation - where future activity could emerge - how regulators are weighing competition and investment - what operators should consider before pursuing a deal. The discussion highlights that consolidation can unlock significant value for operators, investors and governments – but only if the deal thesis is carefully tested and the regulatory, commercial and technical realities are aligned from the start. Learn more about how we support operators, investors and lenders with mobile consolidation. Get in touch to speak with one of our experts.
#303
April 30 · 14 min
Why telecoms operators need to look beyond EBITDA for business divisions
In this podcast Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they explore some of the alternative measures that telecoms operators should consider instead. For more information, please see our related articles: Operators need new profitability metrics to measure the real value of diverse business groups and Comcast Business continues to excel, but may need to accept EBITDA dilution as the price of growth.
#302
April 16 · 21 min
Amazon makes its (long-expected) entry into satellite D2D with its USD11.6 billion acquisition of Globalstar
Amazon aims to leverage Globalstar's spectrum assets and device compatibility to capture the growing opportunity of satellite direct-to-device (D2D) services. This Analysys Mason podcast examines the tech giant's acquisition of Globalstar from multiple strategic angles, with a focus on space spectrum, the potential for D2D services and the impact on mobile network operators (MNOs). Explore our related space research programmes
#301
March 26 · 15 min
Transformation unlocks the real value in mobile consolidation
In this episode, two of Analysys Mason's leading experts, Tom Rebbeck and Paul Jevons, explore mobile consolidation through the lens of transformation and value creation. They focus on what it takes to turn deals into real results. They discuss: why value is often won or lost in the integration strategy long before the deal closes how weak assumptions on cost, timelines and resources undermine transformation outcomes why governance, leadership alignment and stakeholder management are critical to delivery how to balance quick wins with complex, long-term system and data integration what operators, competitors and suppliers should be doing at every stage of the deal lifecycle If consolidation is on your horizon, listen to this episode and discover what it takes to deliver real transformation and value in practice – from day one through to full integration. Learn more about how we support operators, investors and lenders with mobile consolidation. Get in touch to speak with one of our experts.
#300
March 19 · 14 min
Mobile consolidation is easy to model - but far harder to deliver
Mobile operator consolidation is often straightforward to model, but far more complex to deliver in practice. In this episode, two of Analysys Mason’s experts, Charles Murray and Caroline Gabriel, explore what really determines success in mobile operator mergers. They discuss: - why network synergies are often overestimated - why IT systems and organisational culture create the greatest risks - how deals can be set up for success from day one. If consolidation is on your agenda, this episode highlights the key factors that operators, investors and lenders need to get right. Learn more about how we support operators, investors and lenders through mobile consolidation. Get in touch to speak with one of our experts.
#299
March 12 · 22 min
Orbital versus terrestrial data centres: will space-based computing become viable?
The emerging orbital data centre market is attracting growing interest, driven by the expansion of space-based operations and the increasing challenges associated with terrestrial data centres. Rising demand for AI in both domains is further fuelling interest. The prominent entrepreneurs advocating orbital data centres, including Elon Musk, Sam Altman, Jeff Bezos and Eric Schmidt, highlight the considerable activity and hype surrounding orbital data centres. In this podcast, three of Analysys Mason’s experts, Christopher Baugh, Claude Rousseau and Simon Sherrington, discuss the ‘why’ and ‘how’ of orbital data centres. They examine perspectives from the terrestrial data centre sector, the current challenges facing data centre growth, how these factors are linked to the emerging orbital market and what developments may lie ahead. Learn more about our recently published report: Orbital data centres: trends and analysis Learn more about our Earth observation programme
#298
March 4 · 6 min
Is Europe entering a new phase of mobile consolidation?
This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, and Alessandro Ravagnolo, Partner, discussing the renewed momentum behind mobile market consolidation in Europe. In this bite-sized segment Charles explores why 4-to-3 consolidation is firmly back on the agenda, what has changed since earlier European deals, and why recent regulatory decisions are being viewed as a potential inflection point for the sector. He looks at where consolidation activity is most likely to emerge next, the role of network-sharing as an alternative path, and the implications for operators, investors and infrastructure players. The conversation is particularly relevant for senior decision makers navigating sustained investment pressure, returns on capital and regulatory complexity across European mobile markets. Explore our thinking on mobile market consolidation here
#297
February 26 · 19 min
Amazon Leo and TeraWave could fast track the next big space market shifts
In this podcast, our space experts, Christopher Baugh, Partner, and Prachi Kawade, Senior Analyst, cover how Amazon Leo and TeraWave from Blue Origin will soon enter the low-Earth orbit (LEO) connectivity market and raise the competitive pressure on today’s satellite broadband leaders. Amazon Leo’s LEO network pairs gigabit class, enterprise-grade performance with deep AWS integration, signalling a cloud-native challenger built for far more than consumer access. Blue Origin’s TeraWave constellation will up the ante with a multi-orbit, ultra-high throughput design aimed squarely at enterprise, government and data-centre workloads. We compare these architectures with Starlink’s model and highlight where features such as symmetrical multi-Tbit/s capacity and built-in redundancy could shift expectations for non-terrestrial networks. We also examine the strategic and operational hurdles both players must clear to compete globally. Explore our related programmes: Satellite Capacity Satellite Broadband
#296
February 19 · 24 min
Analysys Mason’s research topics for 2026
In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research in 2026. They explore spectrum, AI and why the telecoms industry may be ‘losing its religion’. Caroline, Chris and Tom also share the one thing that they will be watching most closely in 2026. Learn more about our research and insights here Subscriber content here

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