Analysys Mason's Telecoms Podcast

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-hig

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.

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 respons

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 ins

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 sustaina

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 oper

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 analyti

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.  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) langu

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 sustainab

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