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:

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.  

Multi-orbit connectivity is a hot topic for players in the government and military satellite market. Geopolitical instability and reduced barriers to accessing space are leading governments to move past demanding connectivity to demanding quality of service.

Learn more by visiting our Government and Military Space page.

In this podcast, Gorkem Yigit, expert in network platforms and infrastructure, and Catherine Hammond, expert in enterprise services, discuss the emerging network-as-a-service (NaaS) market. They discuss:

Read the associated article, What is NaaS and why is it important?

Welcome to our cyber-security podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what cyber security means to them, their organisation and the industry as a whole.  

In this episode, Analysys Mason’s Mary Wack, Manager, and Stela Bokun, Partner, talk with Binil Pillai, Business Strategy Leader for SMB Security at Microsoft, Worldwide.

They discuss: 

Find out more about how Analysys Mason supports clients throughout the technology, media and telecoms industry to be protected and resilient against cyber threats.  

In this episode, satellite and space experts Christopher Baugh and Luke Wyles discuss Analysys Mason's new Space Ground Segment research and insights programme and introduce the main themes and challenges that will be addressed. They examine the pivotal role of virtualisation in satellite ground systems as a foundation for strategic advancements, including cloud-hosted ground stations, multi-mission terminals and end-to-end orchestration, which together help to optimise returns from an increasingly adaptable space segment. Luke also highlights the urgent need for industry players to adopt 3GPP and other telecoms standards to create a more interoperable ecosystem that enhances partnerships between space and terrestrial companies.

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.