Analysys Mason's Telecoms Podcast

The US Golden Dome programme offers a significant prospect for satellite manufacturers and related players. This proposed multi-layered network of satellites aims to improve and consolidate the US military’s security and prevalence in space, via a large number of highly capable satellites and support infrastructure. Manufacturers and vendors capable of delivering on time, at cost and with competitive offerings will benefit from the significant budget allocations. However, there havebeen challenges related to manufacturers and supply chains for similar programmes. Such challenges must be properly navigated in this programme to best meet the opportunity ahead. Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss these issues in this episode of the Analysys Mason podcast. See related report and tracker.

In this podcast, Jakub Konieczny, Senior Analyst, is joined by Ameer Gaili, Senior Analyst, as they discuss the findings of their recently published Network APIs: worldwide forecast 2024–2030 report. While Analysys Mason forecasts the network application programming interface (API) market to reach USD7.6 billion by 2030, Jakub and Ameer explain why the true opportunity lies in the long-term, with the market potentially growing four to eight times larger by 2035. Their discussion examines the APIs expected to drive this growth, highlights early monetisation trends, assesses the potential for communications quality APIs (such as Quality on Demand) and offers strategic recommendations for operators. Their conversation also explores why Analysys Mason’s forecast numbers are more grounded compared to other forecasts.

In this podcast, Luke Wyles, programme head for Analysys Mason’s Space Ground Segment research programme, and Christopher Baugh, Partner, discuss the importance of control architecture for flat-panel antennas (FPAs). Their discussion covers the positioning of analogue, digital and hybrid beamforming technologies in the FPA market, addressing the inherent trade-offs in performance, product development and commercial suitability. They also explore the technical requirements needed for these terminals to serve satellite communications (satcom) networks today, and also into the future. Finally, they examined the barriers impeding the development of fully digital solutions today, and the long-term cost perspective of the technology.

In this podcast, Caroline Gabriel, expert in telecoms networks, and Tom Rebbeck, expert in telecoms services, discuss the threat that low-cost challengers like Digi and Iliad pose to established operators. They examine the model used by these low-cost players and explore options for responding to the threat that they present. Read the associated articles:  Telstra highlights the failure of established operators to address the threat posed by low-cost challengers The future of the service provider: how to respond to low-cost challengers

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

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.

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.

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?  

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.

In this episode, Martin Scott, Research Director and expert in consumer telecoms and media, talks with Dongye Liu, Research Analyst, about how leading broadband providers are minimising churn in their customer bases. They discuss the main strategies that operators are relying on, such as maximising the impact of the migration of customers to fibre, improving the quality of experience, fixed–mobile convergence and bundling value-added services. They consider best-practice examples of how operators have implemented these strategies and discuss how operators might develop sustainable strategies to maintain low broadband churn rates and improve customer satisfaction. Learn more about our Fixed Services programme and read our related case study report.

The in-orbit services market is developing rapidly, driven increasingly by rising geopolitical tension. China and Russia have demonstrated satellites that are capable of moving and observing others, thereby prompting the U.S. Space Force to work with vendors such as Astroscale and Orion Space on in-orbit services missions. Blue Origin and SpaceX are also primed to conduct space missions that are aligned with future in-orbit mission requirements for satellite operators.   Opportunities in the in-orbit services market are numerous, but technical and business challenges must be addressed before this market can generate ongoing, sustainable revenue. Our space and satellite experts, Christopher Baugh, Dallas Kasaboski and Dafni Christodoulopoulou, discuss these issues in this episode of the Analysys Mason podcast.

The satellite direct-to-device (D2D) service market continues to progress at an extraordinary pace; Starlink and T-Mobile are launching beta services in the USA, Skylo is partnering with Deutsche Telekom and Verizon, and AST and Lynk are testing, developing technologies and raising more funds. Satellite D2D services promise to eliminate no-coverage zones, thus enhancing subscribers' experience (and safety) and unlocking new business opportunities. However, it is not yet clear if consumers will actually pay for them. Our space and satellite experts Christopher Baugh and LLuc Palerm discuss these issues in this episode of the Analysys Mason podcast.   Learn more about satellite strategies for telecoms operators.

In this episode, Tom Rebbeck, Partner and expert in TMT consumer and business services, talks with Simon Sherrington, Research Director and expert in fibre infrastructure and sustainability, about FTTP network expansion in the USA and how it is affecting US cable operators (cablecos). They discuss how the rapid expansion of FTTP networks is leading to increasing overlap between fibre broadband and cable broadband networks, how cablecos are losing market share and what this might mean for the future. In this context, they discuss how cablecos’ network upgrade strategies may be putting them at a cost disadvantage, and consider the alternative options that are open to these players. Learn more about our Fibre Infrastructure programme or visit our related article.

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. Dur

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.