In this podcast, Research Director, Dana Cooperson highlights that telecoms industry vendors will suffer short-term setbacks from COVID-19 as general shutdowns impede work and decision-making in 2Q 2020. However, the longer-term outlook for investment in the telecoms industry is positive, particularly in areas such as automation, virtualisation and cloud enablement.

The associated article can be found here.

In this podcast Rupert Wood discusses Analysys Mason's initial attempt to quantify the effects of the COVID-19 pandemic on various elements of the telecoms business including major revenue contributors and cost items.

The associated article can be found here.

Many operators, particularly incumbents, have been reporting flat or declining business revenue, even before the COVID-19 crisis.

In this podcast, Analyst, Terry van Staden discusses the ways in which operators are exploring new opportunities in the small and medium-sized enterprise market.

The associated article can be found here.

In this podcast Research Director, Tom Rebbeck discusses Palo Alto Networks' recent acquisition of SD-WAN firm CloudGenix. 

The associated article can be found here. 

IoT has been absent from telecoms operators’ press releases about their actions regarding COVID-19. This is unsurprising because IoT accounts for only a small share of their revenue. Inevitably, COVID-19 will have a short-term impact on demand (many IoT projects are likely to be put on hold) and will lead to supply-side disruptions.

In this podcast, Principal Analyst, Michele Mackenzie discusses the longer-term opportunities for operators to explore, especially as governments prepare for future outbreaks.

The associated article can be found here.

Rakuten Mobile is a subsidiary of the e-commerce, fintech and media company Rakuten, and has been an MVNO in Japan since October 2014. It has 2.3 million subscribers as of March 2020, making it the largest MVNO in its market. Rakuten Mobile announced that it will launch a new service as an MNO on 8 April 2020.

In this podcast, Senior Analyst, Rémy Pascal considers the details of Rakuten Mobile’s launch and outlines what the telecoms industry may learn from it.

The associated article can be found here. 

eUICCs are increasingly being adopted in the IoT market, and the introduction of iSIMs is expected to follow in 2020 and 2021. eUICC users’ ability to switch providers remotely may increase IoT churn and put pressure on prices. iSIMs will cause further disruption by shifting power to the silicon players at the start of the connectivity value chain.

Operators will not be able to prevent the adoption of eUICCs and iSIMs for IoT; they must face the challenges head on and take advantage of the new opportunities. This article summarises the findings of our recent report, eUICC and iSIM for IoT: opportunities for operators.

The associated article can be found here.

On 4 March 2020, Analysys Mason hosted its annual Mobile World Congress webinar. As a result of this year's event being cancelled, the webinar focused on the important things that will happen even though the show didn't.

In this podcast Research Director, Caroline Chappell gives an overview of the edge-related announcements around MWC2020.  

If you would like to watch the webinar and access a range of related resources, click here.

The initial outbreak of COVID-19 led to a sharp increase in home working, and businesses had to move quickly to enable a remote workforce. Some telecoms operators responded rapidly to help support remote working by taking simple steps such as increasing mobile data allowances, as outlined in our previous article. We have also written articles about how operators are helping their consumer customers and the implications for operators’ fixed networks as more people stay at home.

This podcast outlines what operators are doing beyond connectivity and how they are finding other ways to help their business customers.

Principal Analyst, Michele Mackenzie discusses the biggest challenges for operators in the industrial IoT ecosystem.