Analysys Mason Podcast

Broadcom entered into an agreement on 26 May 2022 to acquire VMware for USD61 billion. In this podcast, Gorkem Yigit (Principal Analyst) and Larry Goldman (Partner) discuss the potential value and synergies that Broadcom could create in the multi-cloud connectivity space.

The associated article can be accessed here.

Vodafone said, in its 2022 annual report, that it is in the process of separating out Vodafone IoT. This vague statement has created speculation about the operator’s plans for its IoT division.

In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss the pressure that Vodafone is under to look at different options for its assets.

The associated article can be accessed here.

Many telecoms operators are considering separating and selling their IT businesses. However, in this podcast Catherine Hammond (Principal Analyst) and Tom Rebbeck (Partner) caution against assuming that it will deliver more than a short-term boost. 

The associated article can be accessed here. 

You may also be interested in a related article on business services revenue and a selection of 12 operator case studies on SASE.

Analysys Mason acquired Northern Sky Research (NSR) in May 2022. NSR is a prominent global provider of satellite and space market research and consulting services specialising in the analysis of growth opportunities across four core industry sectors:

satellite communications

satellite and space applications

financial analysis

satellite and space infrastructure. 

In this podcast Chris Baugh (Founder and CEO, NSR) and Tom Rebbeck (Partner, Analysys Mason) give an introduction to NSR and discuss how NSR complements Analysys Mason's existing research and consulting services.

You can learn more about NSR via its website.

In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss IoT insights from a survey of 200 enterprises conducted by Analysys Mason in early 2022 on behalf of Sierra Wireless.

Detailed findings from the survey can be found in Enterprise requirements for IoT connectivity on Sierra Wireless’s website.

The associated Analysys Mason article can be accessed here.

To learn more about Analysys Mason's IoT Services research programme, click here.

High inflation, particularly in high-income countries, poses a threat to telecoms operators’ margins and their ability to retain customers and keep them satisfied.

In this podcast, Inigo Barker (Senior Analyst) and Tom Rebbeck (Partner) discuss what operators can learn from their counterparts in Turkey.

The associated article can be accessed here.

Vendors' and operators' hopes that overall revenue growth will be driven by the business segment have yet to be realised, but there are reasons to be cautiously optimistic about future business revenue growth.

In this podcast, Matt Small (Research Analyst) and Tom Rebbeck (Partner) discuss the prospects for business services revenue growth.

You can access the associated article here. 

More information about Analysys Mason's business revenue tracker is available here.

In this podcast, Larry Goldman (Chief Analyst) and Rupert Wood (Research Director) discuss fibre technology trends for network operators. 

Rupert will be speaking at the FTTH Conference 2022 in Vienna on 23-25 May. Learn more about the event and Analysys Mason's involvement here. 

Rupert's associated article can be accessed here.

Analysys Mason’s IoT/M2M revenue and connections tracker shows that IoT operators had mixed results in 2021.

In this podcast, Ibraheem Kasujee (Analyst) and Tom Rebbeck (Partner) discuss the knock-on effects from the pandemic and competitive pressures in the connectivity market.

The associated article can be accessed here.