Small and medium-sized businesses (SMBs) are leaning on technology to transform and grow their businesses. They are now more technologically advanced and better-informed than ever before, and they understand that technology is key to business continuity. In this episode, Karthik Pannala, Principal Analyst, and Li Lin, Senior Analyst, discuss what is driving SMBs’ investments in IT and what their priorities are.

Read the related report.

Starlink is transforming the maritime connectivity market by offering higher speeds and more affordable connectivity services which are disrupting the dominance of traditional premium satellite communication (satcom) providers. With the average revenue per unit (ARPU) falling from USD2000 to USD700 or less in the last 5 years, geostationary Earth orbit (GEO) incumbents are being forced to either cut prices or shift toward higher value offerings.

In this episode, Christopher Baugh, Partner, and Shagun Sachdeva, Senior Analyst, discuss the impact of declining ARPU in the maritime market and what the opportunities are for incumbent satcom providers despite the intense market pressure. As non-geostationary Earth orbit (NGEO) adoption accelerates and customer expectations evolve, the future of maritime satcom may be defined by scale and service innovation.

Christopher and Shagun discuss how legacy players can adapt in this changing landscape, whether through hybrid multi-orbit strategies, managed service models or vertical integration.

Find out more about Analysys Mason's space capabilities here.

In this episode, Christopher Baugh, Partner and head of the space research practice, Lluc Palerm, Research Director and head of the Satellite–Telecoms Integration programme, and Carlos Placido, senior adviser, discuss the potential for European satellite constellations such as Eutelsat OneWeb to replace Starlink in Ukraine and elsewhere. Geopolitics are causing turbulence in the satellite communications (satcom) sector, but Europe is stepping up its space connectivity plans in terms of its commercial and sovereign solutions. The conversation touches on the potential for a European-backed constellation to replace Starlink in Ukraine specifically and the strategies that European space players will follow.

For more information, see Analysys Mason’s Non-GEO Constellations Analysis Toolkit, which underpins the data and insights in this podcast.

In this episode, Caroline Gabriel, Partner and expert in network and cloud strategies and architecture, engages in a wide-ranging discussion with Rupert Wood, Research Director and expert in network infrastructure, about trends in telecoms capex.

They delve into the reasons behind the recent decline in operator capex worldwide, focusing on 5G and FTTP, and how this decline is connected to the slowing demand for bandwidth coupled with a supply of infrastructure that will be sufficient for the foreseeable future. Rupert shares insights from his strategy report, "The end of big capex: new strategic options for the telecoms industry," which explores industry misconceptions about the relationship between investment and demand. He suggests that the industry is experiencing a crisis of overproduction, with industry players still wedded to productive forces that deliver low returns. However, he argues that new models for operator and vendor investment will emerge from this crisis, tied to newer productive forces.

During the discussion, Rupert also shares insights into Analysys Mason's capex forecasts, which indicate that operator capital intensity will fall until 2030, with no major cyclical rebound in overall network investment in the foreseeable future.

In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Janette Stewart, expert in spectrum management, policy and valuation, discuss some of the highlights from the European 5G conference in January 2025. They focus on future mobile traffic patterns, mobile technology upgrades and the implications for mobile spectrum assignment policy and operator strategies.

Welcome to our AI podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who discuss their AI-related insights, and explore the impact of AI on their organisations and the industry as a whole.  

In this episode, Analysys Mason’s Dion Teo, Partner and expert in strategy, talks with Quint Simon, Head of Public Policy, Asia–Pacific and Japan at Amazon Web Services (AWS).  

In this episode, Dion and Quint discuss: 

• the rapid growth and impact of AI on the TMT industry 

• the challenge for regulators to balance innovation with risk management 

• examples of how AWS customers use AI for social good 

• the emphasis on AWS’s commitment to responsible AI 

• the responsibilities of AI developers and deployers 

• the role of international standards in promoting innovation and providing regulatory stability. 

Find out more about Analysys Mason's AI-related research and consulting services here.  

Starlink is revolutionising in-flight connectivity and could dominate the market by offering a combination of speed and affordability. The company's services could become the new standard for in-flight connectivity; the contracts it has secured with airlines such as Air France and United Airlines put it at the forefront of the market. This disruption is forcing incumbents to adapt quickly, pushing them to innovate, expand satellite capabilities and refine pricing strategies. The evolving competition in in-flight connectivity will reshape passenger expectations and redefine the future of connectivity in the aviation sector.   Our space and satellite experts, Christopher Baugh and Shagun Sachdeva, discuss Starlink’s impact on the in-flight connectivity market and what incumbents can do to respond to the intense competition.

Learn more about our satellite mobility programme.

Each year, Analysys Mason looks ahead to predict the major developments that will shape the technology, media and telecoms industry over the coming year. Our predictions for 2025 give industry players the insight to anticipate, and benefit from, emerging trends and gain a strategic advantage in planning for the future.

In this podcast, our experts give their take on the critical importance of resilient network infrastructure, developments in global M&A markets and the emergence of new structures in the world of FTTH.  

Read the full predictions here. 

2024 was a strong year for satellite manufacturing and launch services: there were large investments for major programmes and a record number of launches. SpaceX continues to dominate the market; it has received more investment and is testing new vehicles. Satellites and constellations for direct-to-device services and space domain awareness, as well as new launch vehicles, have received significant investment and are ready to be launched. However, challenges remain for many satellite operators, launch service providers and vendors. The commercialisation of satellite manufacturing and launch services remains slow and competitive, and these players must adapt to match buyers' concerns. 

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 

In this episode, Analysys Mason’s Fran González, Partner, talks with Catherine Bohill, ESG Development and Impact Director at Telefónica.

Fran and Catherine discuss:

• why sustainability matters in telecoms
• key milestones and strategic changes
• challenges in measuring and reporting on ESG
• collaborative efforts to reduce supply chain emissions
• innovation as a driver of sustainability
• the role of industry regulation
• engaging stakeholders and customers on ESG goals.

Telefónica Climate Action Plan 

Telefónica  Consolidated management report 2023 

Telefónica, among the 10 most sustainable companies in the world by ‘Time’ 

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.  

Multi-orbit connectivity is a hot topic for players in the government and military satellite market. Geopolitical instability and reduced barriers to accessing space are leading governments to move past demanding connectivity to demanding quality of service. Christopher Baugh and Sarah Halpin, experts in satellite and space, discuss how multi-orbit connectivity can offer communication resiliency, diversity and security. They examine the drivers of market growth and assess why multi-orbit procurement is essential for interested parties.

Learn more by visiting our Government and Military Space page.

In this podcast, Gorkem Yigit, expert in network platforms and infrastructure, and Catherine Hammond, expert in enterprise services, discuss the emerging network-as-a-service (NaaS) market. They discuss:

• how NaaS can address enterprise demand for connectivity and IT services
• the main characteristics of an effective NaaS offering
• the opportunities for telecoms operators
• what to expect in the NaaS market in 2025.

Read the associated article, What is NaaS and why is it important?

In this episode, Joseph Attwood, Analyst, and Catherine Hammond, Research Director, discuss growing opportunities in the NaaS market for service providers. In particular, they discuss Analysys Mason’s recent NaaS forecast which estimates that NaaS connectivity revenue worldwide will grow at a CAGR of 42% between 2024 and 2029 to reach USD14.7 billion. They explore the main characteristics of NaaS, the size of the NaaS market compared to the traditional fixed connectivity market, and the current trends and drivers of the NaaS market. Additionally, they discuss how service providers can best succeed in the NaaS market, which is still nascent, but growing strongly.

Read the associated article.

Welcome to our cyber-security podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what cyber security means to them, their organisation and the industry as a whole.  

In this episode, Analysys Mason’s Mary Wack, Manager, and Stela Bokun, Partner, talk with Binil Pillai, Business Strategy Leader for SMB Security at Microsoft, Worldwide.

They discuss: 

• cyber-security trends in the small and medium-sized business (SMB) market 

• Microsoft’s approach to SMB cyber security 

• AI’s role in cyber security 

• strategic partnerships and channels for cyber security 

• essential cyber-security practices for SMBs 

Find out more about how Analysys Mason supports clients throughout the technology, media and telecoms industry to be protected and resilient against cyber threats.  

In this episode, satellite and space experts Christopher Baugh and Luke Wyles discuss Analysys Mason's new Space Ground Segment research and insights programme and introduce the main themes and challenges that will be addressed. They examine the pivotal role of virtualisation in satellite ground systems as a foundation for strategic advancements, including cloud-hosted ground stations, multi-mission terminals and end-to-end orchestration, which together help to optimise returns from an increasingly adaptable space segment. Luke also highlights the urgent need for industry players to adopt 3GPP and other telecoms standards to create a more interoperable ecosystem that enhances partnerships between space and terrestrial companies.

In this episode, Analysys Mason’s Maria Tunberg, Partner, talks with John Wernvik, Chief Marketing Officer (CMO) of EcoDataCenter about the challenges of balancing business growth and sustainability goals.

Maria and John discuss:

• integrating environmental, social and governance (ESG) principles in business strategy
• innovations in data-centre cooling technology
• local engagement and community integration
• circular ecosystems for data-centre operators
• driving sustainability from within the organisation.

This podcast was recorded on 12/09/2024.

In this episode, Claude Rousseau, Research Director at Analysys Mason and expert in space and satellite, speaks with Peter Wilczynski, Chief Product Officer, Maxar Intelligence. They discuss the demand for Earth observation (EO) very-high-resolution (VHR) imagery and its impact on data downlink and artificial intelligence (AI)/machine learning (ML).

Peter shares his knowledge and perspectives on:

• the value proposition for VHR imagery and the specific uses cases that this can enable
• the impact of VHR imagery on data downlink with regards to latency and data rates
• the downstream analytics solutions that have developed as a result of VHR, and Maxar’s role in the downstream market

• the impact and role of AI/ML in EO products and services, and the associated benefits for internal efficiency and customer-facing applications
• how the EO market will move away from being a niche, government/military-focused market to being a more-enterprise-focused space.

Tune in to gain valuable insights and learn more about very-high-resolution imagery and how it is reshaping the Earth observation data downlink and AI markets.

In this episode, Caroline Gabriel, expert in network and cloud strategies and architecture, discusses the latest trends in the submarine cable market with experts Simon Sherrington and Stephen Burton.

They explore the strategic significance of submarine cables in global connectivity and the investment drivers, including the increasing role of hyperscalers such as Google, Meta and Microsoft. Stephen shares insights into Analysys Mason's new Submarine cable database, which tracks over 600 existing and planned cables worldwide, while Simon highlights how geopolitical factors, sustainability and the need for network resilience are shaping future investments. The conversation also touches on the growth of international data traffic and the need for new cable routes, especially for emerging markets.

For more insights, read the related article.

This podcast was recorded on 05/09/2024.

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.  

In this episode, Analysys Mason’s Sabre Konidaris, Consultant, Maria Tunberg, Partner, Simon Sherrington, Research Director, and Grace Langham, Analyst, discuss: 

• launching Analysys Mason’s Sustainable Networks research programme 
• programme deliverables 
• notable Analysys Mason sustainability projects 
• the importance of sustainability in the technology, media and telecoms industry. 

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, and Adaora Okeleke, Principal Analyst and expert in AI and data management, discuss the current state of AI adoption in the telecoms industry. 

Key topics include: 

• a high-level view of operators' adoption of AI 
• insights into current barriers to adoption 
• the implications of adoption barriers on the technology vendor ecosystem. 

For more information, see Analysys Mason’s AI research and insights. 

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 

In this episode, Analysys Mason’s Simon Sherrington, Research Director, talks with Kelsi Doran, Director of Sustainability Strategy and Business Architecture at Cisco. 

Simon and Kelsi discuss: 

• building the case for investment in sustainability programmes  

• driving action on net-zero emissions 

• leading Cisco’s circular economy strategy  

• using sustainability to create new business opportunities  

• driving ESG accountability within senior leadership  

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

In this episode, Jannette Stewart, Partner and expert in spectrum policy and auction support, and Julia Allford, Consultant and expert in spectrum policy, discuss the evolving role of spectrum in mobile networks. They explore how different frequency bands are key to improving coverage, especially in rural areas, and how spectrum auctions are shifting to address coverage and investment challenges. The conversation also touches on the future of 6G, the role of advanced technologies such as AI and the importance of sustainability in network planning.

For more information, see Analysys Mason’s Harmonised timing of mobile spectrum licensing across Europe: a delicate balancing act and our Spectrum page.

Fixed connectivity remains one of the main drivers of telecoms operators' enterprise revenue and is critical to their participation in high-growth areas such as cloud and security services. Established operators are striving to maintain their dominance in this market, but it has become increasingly difficult for them to stand out from the competition.

In this episode, Tom Rebbeck and Catherine Hammond, experts in operator business services, explore actionable strategies that operators can use to gain a short-term competitive edge in fixed connectivity. Their discussion draws on insights from recent interviews with leading operators across the industry.

Read the associated free article and subscriber reports: Telecoms operator strategies for differentiating fixed connectivity for enterprises: case studies and analysis, Telecoms operator strategies for differentiating fixed connectivity for enterprises.

In this podcast, Rupert Wood, Research Director, discusses the issue of delayering with Tom Rebbeck, Partner. They talk about why more telecoms operators are delayering their operations, what the rationale is for this delayering and how the results look so far. They also explore how delayering might develop in the future.

Explore the related report.

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 

In this episode, Analysys Mason's Sabre Konidaris, expert in sustainability, talks with Sylvie Lienard, Chief Technology Officer at TOTEM.  

TOTEM is a leading telecoms tower company in France and a subsidiary of the Orange Group. It focuses on the development, management and operation of telecoms infrastructure, with a strong emphasis on sustainability and innovation. TOTEM’s mission is to provide high-quality, futureproof connectivity solutions, while minimising environmental impact. 

In this podcast, Sabre and Sylvie discuss:  

• TOTEM’s pioneering role in sustainable telecoms infrastructure in France
• TOTEM’s 3D investment strategy that integrates ESG principles
• how TOTEM balances revenue growth with environmental responsibility
• insights from TOTEM’s research on the future of telecoms towers
• the challenges and opportunities in reducing carbon footprints in the telecoms industry. 

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.  

New, large constellations will increase the demand for small satellites. SpaceX and established players will aim to control much of the market, but industry inefficiencies will persist, and small satellite launch service providers will have to find and make a place of their own. Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss how the vendors in this space need to address: the sizeable number of small satellites to be launched; the intensity of competition from established players; and the challenges of technology development.

Read the associated articles - small satellite launchers, satellite providers strategy.

Read the associated report. 

Tom Rebbeck, Partner and expert in TMT consumer and business services, discusses telecoms operators' revenue growth initiatives with Stefano Porto Bonacci and Ben Taylor, consumer services experts. They describe the three main strategies that operators worldwide have adopted to increase their revenue.

Learn more in the associated article and report.

In this episode, Claude Rousseau, Research Director and expert in space and satellite, speaks with Minda Suchan, Vice President of Geointelligence at MDA Space. They discuss the intersection of geospatial intelligence and AI in the synthetic aperture radar (SAR) Earth observation (EO) market. Minda shares her knowledge and perspectives on:

• how the complexity in SAR image processing is affecting adoption and insights and how to remove these complexities with AI/ML in end-user downstream analytics markets
• the differentiation that generative AI (GenAI) can bring to customers’ applications in addition to enabling deep learning for insight generation
• the use cases that AI enables, and which use cases will be slow to adopt the technology
• how AI/ML is moving towards self-learning while also automating processes for geospatial intelligence
• when will we see ChatGPT-like platforms being adopted in EO
• the top three recommendations for anyone looking to implement AI/ML in the EO value chain.

Tune in to gain valuable insights from Minda Suchan and learn how AI is reshaping the geospatial intelligence and SAR EO markets.

Find out more about our Earth observation progamme.

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 

In this episode, Analysys Mason's Stela Bokun talks with Kathleen Fiehrer, Sustainability Technologist at Intel.  

Intel is one of the world’s largest semiconductor chip manufacturers which, for the last 50 years, has enabled its customers to capitalise on the power of digital technology.   

In this podcast, Stela and Kathleen discuss: 

• the semiconductor industry's path to net zero and key challenges ahead 

• how ESG and sustainability requirements are reshaping business practices and strategies 

• Intel's innovative initiatives to reduce carbon footprints and achieve sustainability goals 

• the impact of sustainability on the PC market and the importance of repairability. 

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

In this podcast, Christopher Baugh, Partner and expert in space and satellite, and Sarah Halpin, Analyst and expert in space and satellite, discuss the changes in the government and military space market, where dramatic shifts in geopolitical stability are driving market demand and growth worldwide. They explore how innovative approaches to service provisioning are changing the sector’s landscape and discuss the areas in which commercial players see new potential.

The influx of new incumbents such as Starlink and Kuiper, coupled with growing interest in the integration of best practices from commercial satellite communications (comsatcom) and military satellite communications (milsatcom), requires enhanced planning to ensure successful client engagement.

As the complexity of the sector increases, so too does the opportunity for revenue capture. Chris and Sarah discuss how ensuring that engagement strategies target the right time and place will be key. 

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 

In this episode, Analysys Mason's Maria Tunberg, Partner and expert in sustainability, talks to Max Engardt, Senior Manager of Asset Management at Infranode. 

Infranode is an investor specialising in essential infrastructure, mainly within the Nordic region. The goal of Infranode is to create long-term value for investors and society through responsible and sustainable ownership and management. The focus of its infrastructure investing is within the energy, transport, digital and social infrastructure sectors and it partners with both the private and public sector to create stable, predictable returns.    

In this podcast, Maria and Max discuss: 

• how Infranode incorporates ESG principles into every aspect of its operations and investments 
• Infranode’s Net Zero 2040 commitment and how that is being implemented throughout its portfolio  
• the importance of ESG due diligence in investment decisions and its impact on project approval 
• the role of active ownership in driving sustainability and the emphasis on health and safety 
• establishing measurable and actionable KPIs to ensure sustainability goals are met 
• exploring the immediate sustainability opportunities in digital infrastructure 
• predictions for the next decade in digital infrastructure, focusing on cross-sector collaborations like using waste heat from data centres for district heating 
• the impact of regulatory frameworks on sustainable investment opportunities and strategies. 

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole. 

In this episode, Analysys Mason’s Prachi Kawade, Senior Analyst and expert in space and satellite talks with Chris Rampersad of EarthDaily Analytics.  

Chris Rampersad is the Vice President of Engineering at EarthDaily Analytics, a leading Earth observation data services and analytics company in Vancouver, Canada. Chris has over 20 years of experience in the space industry and is an engineering leader and expert in Earth observation technology. In his current role, Chris leads the software and analytics development for EarthDaily Analytics' product suite and directs the ground segment development for the upcoming EarthDaily Constellation. 

They discuss the following. 

• AI integration. How EarthDaily Analytics uses AI to improve satellite imagery quality and analytics, including cloud masking and land classification. 

• Generative AI. The impact of generative AI on earth observation, from short-term benefits to long-term industry transformations. 

• Foundation models. The role of foundation models in simplifying and enhancing satellite data processing and analysis. 

• Super resolution. Use cases and advantages of super-resolution technology in various sectors, such as agriculture and building detection. 

• Future trends. The evolution towards natural language interfaces for easier and more comprehensive data interaction. 

• Challenges and risks. The technical and operational challenges of AI in Earth observation and the importance of data quality and engineering. 

Find out more about Analysys Mason's AI-related research and consulting services here. 

In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Tom Rebbeck, expert in TMT consumer and business services, discuss Vodafone and the issues it faces after the sale of Vodafone Spain, the proposed sale of Vodafone Italy and the proposed merger with Three in the UK. Read the associated article.

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole. 

In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation, and David Abecassis, Partner and expert in strategy, regulation and policy, talk with Jennifer Beroshi, Head of Policy Strategy and Development at Google DeepMind.   

DeepMind launched in 2010 and took an interdisciplinary approach to building general AI systems. The research lab brought together new ideas and advances in machine learning, neuroscience, engineering, mathematics, simulation and computing infrastructure, along with new ways of organising scientific endeavours. 

Jennifer references the Seoul AI Summit, which took place on 21 and 22 May 2024, co-hosted by the governments of the Republic of Korea and the United Kingdom.

In this episode, Paul, David and Jennifer discuss:  

• DeepMind and the broader Google ecosystem
• AI applications, systems and specialised use cases 
• artificial general intelligence (AGI)
• language models and interfacing with AI
• AI policy regulation and legislation
• safety, risks and AI open models 
• the interplay between systems and people
• a future enhanced by AI.

Find out more about Analysys Mason's AI-related research and consulting services here. 

In this episode, Tom Rebbeck, Partner and Simon Sherrington, Research Director discuss the recently announced Charter−Cox merger and its implications for US cable operators (cablecos) as well as the wider US broadband market. They discuss the opportunities the merger will create for the newly combined company, whether US regulators will be concerned about the deal and whether the increased scale and resources will enable the to erode FTTP providers’ cost advantage.

Listen to related podcast: Do cablecos need to reconsider their technology strategies?

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 

In this episode, Analysys Mason's Maria Tunberg, Partner and expert in sustainability and Anurag Dey, Manager and expert in sustainability, talk to Amber Ledgerwood, Head of Social and Environmental Impact at SES. 

SES is a global satellite operator based in Luxembourg. Their dedicated ESG team looks for opportunities to leverage SES’s space-based capabilities to advance key sustainable development initiatives – including combatting climate change. SES relaunched their ESG strategy in 2021 to align with the UN’s Sustainable Development Goals (SDGs). 

In this podcast, the authors discuss:  

• the sustainability and ESG-related opportunities within the space sector right now
• how the space sector can support the sustainability of other industries
• SES’s ESG strategy for both space and earth
• how to measure the success of ESG strategies
• the development of ESG in the space sector and what this will look like in the decade to come
• overcoming the biggest challenges for sustainability within the space sector. 

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.

In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation and David Abecassis, Partner and expert in regulation and digital markets, talk to Denise Wong, Assistant Chief Executive for Data Protection and Innovation at the Infocomm Media Development Authority (IMDA).  

IMDA is a statutory board under the Singapore Ministry of Communications and Information. It leads Singapore's digitalisation journey by developing a vibrant digital economy and an inclusive digital society.

Paul, David and Denise discuss:  

• the Model AI Governance Framework for Generative AI
• opportunities for Singapore’s AI ecosystem
• characteristics of emerging AI risks and the need for governance
• the need for global collaboration on AI opportunities and risks  
• data protection and cross-border data flows
• leveraging AI for the public good and creating sustainable long-term impact.

Find out more about Analysys Mason's AI-related research and consulting services here. 

Business revenue accounted for more than a quarter of operators’ total revenue in 2023 (based on results from around 60 operators detailed in our Business revenue tracker). However, average growth rates fell compared with 2022, mainly due to the difficult economic conditions facing many businesses. IT services such as cloud and security are among the main revenue growth drivers, and our Business-services-related M&A tracker indicates that operators continue to invest in these services despite a sharp fall in the total number of acquisitions in 2023.

In this podcast, Catherine Hammond, Research Director, and Matt Small, Analyst, discuss what is (and isn’t) driving operator business revenue growth and consider the prospects for the rest of 2024.

See our related reports: Operator business revenue: trends and analysis and Business-services-related M&A tracker: trends and analysis.

Starlink is increasingly successful in the broadband market with over 2.6 million subscribers worldwide. Can this translate into success in the skies and will Starlink succeed in the in-flight connectivity (IFC) market? The Starlink Qatar Airways deal is one example of its progress, but in this podcast, space and satellite experts Christopher Baugh and Kerry Vincent-Viry, take a step back to outline Starlink’s IFC journey so far and what the future looks like.

In this podcast, space experts, Christopher Baugh and Prachi Kawade discuss the changes in the Earth observation market, where data has historically been the main revenue driver. They explore the changes that satellite operators, such as Planet Insights, have made in terms of venturing downstream and enhancing their core offerings. Customers are increasingly relying on analytics for decision-making, which is fuelling growth in the value-added services, intellectual property and big data segments. Chris and Prachi forecast that the demand for data and downstream services from commercial and government and military sectors will surge in the next decade.

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.    In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, talks to Dominic Gallello, Managing Director and Head of Digital and AI at Bridgepoint.   Bridgepoint is one of the world's leading private asset growth investors, specialising in private equity and private debt. It has over EUR41 billion of assets under management and a strong local presence in China, Europe and the USA.

Paul and Dominic discuss:

• conducting due diligence projects in the AI era
• the risks and opportunities that GenAI creates for the investor community
• managing investment portfolios in the AI era
• what does an AI-enabled future may hold for businesses and the investor community.

Find out more about Analysys Mason's AI-related research and consulting services here.

In this podcast Martin Scott, expert in video, gaming and entertainment, and Oliver Bruff, expert in fixed broadband services, discuss the impact that the development of metaverse-type applications, such as cloud-rendered XR, will have on fixed network traffic and how these applications will create a need for operators to proactively manage in-home networks with AIOps.

Read the associated article.

Selling ICT services to small and medium-sized enterprises (SMEs) will be the main source of incremental revenue for operators, while their connectivity revenue will be effectively flat. However, operators will only earn a small share of revenue from the largest and fastest-growing of these services – public cloud solutions. Operators will hold a much larger, and growing, share of the SME cyber-security market.

In this podcast, Matt Small and Catherine Hammond, experts in SME services, discuss why operators are in a good position to sell cyber-security solutions to SMEs and what the challenges are when doing this. Matt and Catherine also offer some recommendations for operators that have established enterprise security brands and for those that are mostly new to offering security.

Read the associated article and reports: Approaches to cyber security for SMEs: ten operator case studies and Operator business services for SMEs: worldwide forecast.

In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, and Scott Petty, Chief Technology Officer at Vodafone Group, discuss how AI is affecting Vodafone and its customers.  

Topics covered in this podcast  

• How GenAI can enhance productivity, drive business transformation, and foster innovation in product and service development
• The opportunities and challenges that AI brings 
• AI governance and ethics 
• The benefits of AI for Vodafone’s customers 
• The role and importance of partnerships with large language model (LLM) solution providers

Find out more about Analysys Mason's AI-related research and consulting services here.

Read the associated articles: The adoption of AI will be ineffective without the right operating models, Scenarios for GenAI and telecoms in 2033 and AI series: who will be the GenAI winners and losers in the TMT industry?

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.

In this episode, Analysys Mason's Stela Bokun, partner and expert in strategy and Paul Jevons, director and expert in tech-enabled transformation talk with Aileen Hannah, SMB Voice of the Customer Director at Microsoft. They discuss:

• the relevance for small and medium-sized businesses (SMBs) of the recent advances in AI and how these advances are shaping the SMB market
• examples of where SMBs have adopted AI and are seeing significant benefits
• why AI might help SMBs to compete with larger companies
• how adoption of AI in SMBs is being driven by employees rather than the business
• the challenges or barriers to AI adoption that SMBs face
• how Microsoft and its technology partners help SMBs with AI adoption
• Aileen’s one key message to the industry on the importance of AI for SMBs.

Find out more about Analysys Mason's AI-related research and consulting services here.

In this podcast, Catherine Hammond, Research Director, and Tom Rebbeck, Partner, discuss the recently announced deal to merge Virgin Media O2’s business division with Daisy Communications. They discuss the objectives of the deal, its chances of success and the implications for the broader telecoms market.

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.

In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, and Tom Rebbeck, Research Partner and expert in TMT consumer and business services, discuss:

• why it is important to think about who the winners and losers will be

• the potential impact of GenAI and the three scenarios that could play out in the TMT industry over the coming years

• • the Navigator scenario: what it looks like and who could benefit

• • the Pilot scenario: a more radical situation, and who is best positioned to take advantage

• • the Explorer scenario: bundling connectivity with other services, and how this could shape the industry

• how telecoms operators and other players in the TMT industry can use the scenarios to help with their GenAI strategies.

Find out more about Analysys Mason's AI-related research and consulting services here.

Read the associated article here.

In this podcast, Martin Scott, expert in video, gaming and entertainment, and Oliver Bruff, expert in fixed broadband services, discuss the impact that Matter will have on the consumer smart home market and the opportunities that it provides for fixed broadband operators.

Read the associated article here.

Satellite direct-to-device technology could solve the challenge of connectivity in remote areas. It is attracting interest from mobile network operators (MNOs), satellite operators and investors. However, is the technology ready to meet customers’ expectations? What is the revenue opportunity today and how will it evolve over time? Join the discussion with satellite and space experts, Lluc Palerm and Christopher Baugh.

Learn more about our satellite strategies for telcos research programme and our report on the satellite direct-to-device market.

Mary Saunders, expert in private networks, and Daniel Beazer, expert in edge and media platforms, discuss Daniel’s recently published article on edge computing in Las Vegas. The city is not considered to be a technology hub but has become a hotspot for edge computing. Mary and Daniel together explore whether there are any lessons that operators and other edge builders can learn from the city’s edge activities or if it will all just have to ‘stay in Vegas’.

Read the associated article.