Analysys Mason's Telecoms Podcast

For enterprise-focused mobile operators, IoT is perhaps the most-crucial service for achieving revenue growth over the next 5 years. In this podcast, Tom Rebbeck (Partner) and Catherine Hammond (Research Director) discuss the enterprise revenue trends and the importance of IoT revenue to enterprise divisions of operators. The associated article can be accessed here.

In this podcast, Caroline Chappell (Partner) and Daniel Beazer (Senior Analyst) discuss how cloud native networks need to run on edge native clouds and how this presents an opportunity for operators to generate new revenue streams. For more content on this subject, watch our recent webinar covering the trends and challenges associated with the adoption of cloud-native networks. Don’t forget to check out our curated resources on cloud-native network transformation and automation, here.

Challenger operators Digi, Free and Iliad have been more successful than their competitors at gaining subscribers in their respective countries. In this podcast, Tom Rebbeck (Partner) and Erik Ottosson (Associate Consultant) discuss mobile pricing strategies. The associated article can be accessed here and the Telecoms Market Matrix is available here.

Catherine Hammond (Research Director) and Matt Small (Research Analyst) discuss how environmental, social and governance (ESG) considerations have become increasingly important for businesses recently and a major component of the request for proposal (RFP) scorecard.  The associated article can be accessed here.  For more information on this subject, learn more from our case studies report and our insights into sustainability. 

The Orange-Telenet-VOO deals in Belgium show that European operators are following strategies for offering FMC services that go beyond the historical approach of owning fixed and mobile infrastructure. In this podcast, Stefano Porto Bonacci (Senior Analyst) and Tom Rebbeck (Partner) discuss how operators are making greater use of wholesale connectivity services and taking advantage of the roll-out of open-access networks from infrastructure players. The associated article can be accessed here.  Read more in this report, Fixed–mobile convergence in Belgium: trends and forecasts 2023–2028 For more insights into fixed-mobile convergence, click here.

The merger is an attempt to gain some market share and mobile economies of scale to help to overcome the weaknesses of the mobile-only model. In this podcast, Tom Rebbeck (Partner) and Eulalia Marin (Principal Analyst) discuss the merger between Vodafone and Three UK. The associated article can be accessed here.

In this podcast, Tom Rebbeck, partner, and Ibraheem Kasujee, senior analyst for IoT Services and Private Networks, talk to Romil Bahl, president and CEO of KORE.  Romil last appeared on the podcast in August 2021.  Today's podcast looks at how things have progressed at KORE. Tom, Ibraheem and Romil discuss KORE’s recent acquisition of Twilio’s IoT unit, how the economy and 2G/3G shutdowns have affected KORE, and KORE’s share price since the public listing. You can find the previous podcast with KORE here. You can also find a recent investor presentation outlining KORE’s recent results and strategy in further detail here. 

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. 

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 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.

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 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’ 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.

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).

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. 

Bob Takacs (Research Director) and Tom Rebbeck (Partner) discuss our latest insights into SMB IT spending.  Download the full report here.  Vendors and operators can use this report to assess and respond to changing demands in the SMB market. For more information about our SMB IT research and the Analysys Mason Technology Forecaster, click here.

Many operators in Western Europe have implemented price increases for their fixed and mobile services or plan to do so in the future, attempting to offset inflationary pressure. In this podcast, Julia Martusewicz-Kulinska (Principal Analyst) and Tom Rebbeck (Partner) discuss the various price increasing strategies and opportunities it creates for market challengers, especially in countries with unbalanced market shares of subscribers.   The associated article can be find here. The article is based on the Western Europe telecoms market: trends and forecasts 2022–2027 report. The forecast numbers are available in Analysys Mason’s DataHub.

Catherine Hammond (Research Director) and Eileen Zimbler (Senior Analyst) discuss a pathway for operators to position themselves as trusted advisors with their business customers. The associated article can be accessed here.  For more information on the related subscriber case studies report, click here. 

Gulf operators have ambitions to expand their IT portfolios and capabilities but they may be missing out on the SME opportunity, which could contribute the most to revenue growth in the next 5 years. Catherine Hammond (Research Director) and Karim Yaici (Senior Analyst) discuss SME opportunities for Gulf operators.   The associated article can be accessed here.  Details of the related subscriber case study report can be viewed here. 

NPS generally increases with data allowance size, but falls for respondents with unlimited data. Partner, Tom Rebbeck and Associate Consultant, Erik Ottosson discuss the results of Analysys Mason’s annual Consumer survey and why operators should be cautious about deploying unlimited mobile data plans. The article featured in the podcast can be accessed here.