Analysys Mason Podcast

2020 was a challenging year for many telecoms operators, even though the telecoms sector performed better than many others. The growth prospects for many revenue lines have shifted (up or down) as a result of the COVID-19 pandemic, but we have yet to see any operators undertake a major rethink of their revenue growth strategies.

In this podcast, Research Director, Stephen Sale summarises the associated article and report covering growth strategies for telecoms operators. 

The podcast is hosted by Partner, Tom Rebbeck.

Telecoms operators in the USA are getting serious about fixed–mobile convergence. Verizon and T-Mobile are aiming to address the broadband market with fixed-wireless access, whereas AT&T will expand FTTP.

In this podcast, Research Director, Rupert Wood discusses the high risks involved in putting a 5G network to work for home broadband.

The associated article and figures can be viewed here.

Operators can take a number of key roles in the mobile gaming industry in order to capture growth. 5G is an intrinsic part of this opportunity.

In this podcast, Principal Analyst, Martin Scott discusses the size and future prospects for the mobile gaming industry and the role that operators can play within it.

The associated article and figures can be viewed here.

Analysys Mason's Connected Consumer Survey is a multi-year study that tracks and measures consumers’ changing telecoms and media habits, their device ownership, connectivity options and their future plans.

For more information about the survey, click here.

In this podcast, Senior Analyst, Roberto Kompany discusses key highlights from Analysys Mason's Radio access networks: worldwide forecast 2020–2025.

The associated article and figures can be viewed here.

KORE Wireless announced, on 12 March 2021, that it will list on the NYSE. This is the first listing of an IoT company that looks like the IoT division of a telecoms operator, and its performance will be closely watched.

In this podcast Research Partner, Tom Rebbeck and Principal Analyst, Michele Mackenzie discuss the listing.

The associated article can be viewed here.

The US C-band auctions concluded with USD80.92 billion spent on 280MHz of spectrum. This is equivalent to USD0.92/MHz/pop, the highest price yet paid for such spectrum anywhere in the world.

In this podcast, Research Director, Rupert Wood analyses what drove the high overall prices and the impact on network investment going forward.

The associated article and figures can be viewed here.

Tom Rebbeck and Michele Mackenzie discuss the recent wave of consolidation between IoT connectivity disruptors. 

The associated article and figures can be viewed here.

Further IoT research can be located on the following links: 

Crowded connectivity markets are forcing connectivity disruptors to enter new areas of the IoT value chain

IoT connectivity disruptors: case studies and analysis (Volume IV)

IoT MVNOs: case studies and analysis (Volume I)

IoT MVNOs: case studies and analysis (volume II)

IoT MVNOs: case studies and analysis (volume III)

Tom Rebbeck is a Partner in Analysys Mason's Research division and Michele Mackenzie is a Principal Analyst and leads Analysys Mason's IoT research.

Enterprises have deployed over 500 private LTE and 5G networks, and detailed information is available on around a third of these.

In this podcast, Tom Rebbeck and Ibraheem Kasujee discuss the results of our latest private networks tracker, which records the details of 156 private LTE and 5G networks.

They discuss the trends in deployments of these networks, where these networks are being deployed, the vertical markets that are deploying them and the lead contractors.

The discussion is based our Private LTE/5G networks tracker 4Q 2020 and a short strategy report, Private LTE/5G network deployments: trends and analysis.

If you would like more information on this topic, click on the items above and watch our on-demand webinar, Private LTE/5G networks: an IoT growth opportunity for operators. We also recently published a detailed report on the private networks opportunity “Private LTE/5G networks: a framework for understanding the opportunity.

Tom Rebbeck is a Partner in Analysys Mason's Research division and Ibraheem Kasujee is a Research Analyst.

In this podcast Principal Analyst, Anil Rao discusses network automation with Rahul Atri, Managing Director, Rakuten Mobile Singapore.

(00:00) Anil introduces us to how the telecoms industry is responding to the challenges and opportunities of automation and Rahul explains why Rakuten made automation a fundamental part of its approach

 

(09:00) vRAN automation use case – how deployment time per site was reduced from 6 days 8.5 minutes

 

(12:00) The foundational principles of extreme automation at Rakuten; with examples of edge data centre deployment automation and more discussion about vRAN

 

(17:00) The current state of automation at Rakuten; successes and challenges

 

(28:00) Rakuten Communications Platform, the layered architecture, infrastructure, orchestration engine, observability framework

 

(35:00) Rakuten Communications Platform and industry standards, collaborating with vendor partners to build open solutions and the pitfalls of too many standards. Balancing standards with optimisation, customisation, and innovation

 

(44:00) Making DevOps, continuous integration (CI) and continuous delivery (CD) work with partners

 

(48:00) Riding the Open-source wave

 

(54.00) OpenRAN and remote interface control (RIC)

 

(57:42) Machine learning and artificial intelligence; use case examples including self-healing automation

 

(01:06:00) What to expect in 2021

 

(01:10:00) Recommendations to communications service providers and vendor partners

In this podcast, Research Director, Caroline Chappell discusses the key messages from our report, Implementing the vRAN cloud: strategies for success.

For further insights into vRAN and the vRAN cloud opportunity watch our on-demand webinar, Virtualised RAN: overcoming the economic and architectural challenges.