Analysys Mason Podcast – Details, episodes & analysis

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.