Analysys Mason Podcast

2021 is expected to be a year of great dynamism with opportunities across the TMT value chain for an even wider audience of investors than seen before. In this podcast, Consulting Principal, Alessandro Ravagnolo outlines Analysys Mason’s top ten predictions for M&A activity in the telecoms market in 2021

The associated article can be found here.

Operators provide an attractive route to market for security vendors and have ambitious plans to expand their security propositions. However, vendors need to do more to benefit from this route to market.

In this podcast, Research Partner, Tom Rebbeck explores how security vendors can better serve the operator channel.

The associated article and figures can be viewed here.

The telecoms industry has suffered limited damage as a result of the COVID-19 pandemic, but some aspects were significantly affected.

In this podcast, Research Partner, Tom Rebbeck, looks at how the crisis has impacted telecoms, and provides some suggestions for operators.

The associated article and figures can be viewed here.

stc’s fintech subsidiary, stc pay, is valued at over USD1.3 billion and became the first start-up to reach ‘unicorn’ status in Saudi Arabia.

In this podcast, Senior Analyst, Karim Yaici analyses the factors that have contributed to stc pay’s rapid growth in Saudi Arabia and discusses what operators in the region can learn from its success.

The associated article and figures can be viewed here.

In this podcast, Research Director, Stephen Sale sets out Analysys Mason's predictions for telecoms operators’ consumer services in 2021.

The associated article and figures can be viewed here.

The pandemic has had a major impact on operators' business services. It has accelerated some trends while disrupting others.

In this podcast, Research Partner, Tom Rebbeck sets out our 11 predictions for telecoms operators’ business services in 2021.

The associated article and links to other research can be accessed here.

Salesforce announced on 1 December 2020 that it will buy Slack, a primarily text-based business communications/collaboration platform, for USD27.7 billion.

In this podcast, Research Partner, Tom Rebbeck examines the motivations for both parties, and also the broader implications for the market.

The associated article and figures can be viewed here.

Analysys Mason surveyed 34 telecoms operators about the SMB security market between July and October 2020. We asked respondents for their views on security solution providers and how they could improve, as well as about their own security products and plans.

Telecoms operators rated Fortinet as the best security supplier for the SMB market (organisations with up to 1000 employees) in Analysys Mason’s survey. Other large vendors with a strong heritage in network security (Palo Alto Networks, Cisco and Check Point) also scored highly, as did F-Secure, Sophos and Microsoft.

The associated article and figures can be viewed here.

On 13 October 2020, Apple announced the long-awaited release of its 5G-enabled mobile devices, which will be available in four models from late October and November (depending on location and model type). 5G technology is still at an early stage in most markets and flagship devices such as the iPhone 12 are critical for its success.

This podcast and the associated article by Analyst, Simon Lumb explore how the iPhone 12 will change the 5G landscape and consider whether its functionality provides an insight into future 5G services.

The associated article and figures can be viewed here.

Many unified communications providers are expanding their portfolios and geographical reach to sustain revenue growth, which is intensifying competition in what is already a complex and crowded market.

This podcast by Principal Analyst, Catherine Hammond highlights some key findings from Analysys Mason’s report Unified communications technology providers: case studies and analysis, which provides full profiles of the vendors discussed.

The associated article and figures can be viewed here.