Analysys Mason 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

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 and role of AI/ML in EO products and services, and the associated benefits for internal efficiency and customer-facing applications

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 

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 

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

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.