Analysys Mason Podcast

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?

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.

Activity at Mobile World Congress 2023 reflected a recent trend: interest in IoT has declined, while interest in private networks (and private 5G in particular) continues to grow.

Senior Analyst, Ibraheem Kasujee and Partner, Tom Rebbeck give a post-event round up of MWC 2023 with a particular focus on the announcements related to private networks and IoT. 

The articles featured in the podcast can be accessed here and here. 

For more information on Analysys Mason's private networks and IoT research, click here.

Governments worldwide are seeking to bring broadband connectivity to underserved and hard-to-reach citizens in rural areas. This will bring significant opportunities for citizens, governments, operators and suppliers.

In this podcast, Andrew Daly (Principal) and Larry Goldman (Chief Analyst) discuss the technology options available for rural broadband deployment. 

The associated article can be accessed here. 

A weak economy, continued high inflation and soaring energy prices (in some regions) will put pressure on business spending in 2023, which in turn will affect telecoms operators’ business divisions.

In this podcast, Tom Rebbeck (Partner), Catherine Hammond (Principal Analyst) and Ibraheem Kasujee (Analyst) discuss about the challenges and opportunities for operators' business divisions in 2023.

View our full predictions for the business telecoms market in 2023 here.