Verizon and T-Mobile have recently launched new pricing strategies for their unlimited data plans, with early indications of success in generating ARPU growth. Tom Rebbeck, expert in consumer services, and Stephen Day, expert in regional markets, discuss the details of these new plans and explain how operators around the world can learn from them.
 
Learn more in the associated article.

US mobile operators are beginning to generate ARPU growth from customers on unlimited data plans

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Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation and David Abecassis, Partner and expert in regulation and digital markets, talk to Denise Wong, Assistant Chief Executive for Data Protection and Innovation at the Infocomm Media Development Authority (IMDA).  
IMDA is a statutory board under the Singapore Ministry of Communications and Information. It leads Singapore's digitalisation journey by developing a vibrant digital economy and an inclusive digital society.
Paul, David and Denise discuss:  
the Model AI Governance Framework for Generative AI
opportunities for Singapore’s AI ecosystem
characteristics of emerging AI risks and the need for governance
the need for global collaboration on AI opportunities and risks  
data protection and cross-border data flows
leveraging AI for the public good and creating sustainable long-term impact.
Find out more about Analysys Mason's AI-related research and consulting services here.

AI series: exploring AI governance and policy with Denise Wong of IMDA

Business revenue accounted for more than a quarter of operators’ total revenue in 2023 (based on results from around 60 operators detailed in our Business revenue tracker). However, average growth rates fell compared with 2022, mainly due to the difficult economic conditions facing many businesses. IT services such as cloud and security are among the main revenue growth drivers, and our Business-services-related M&A tracker indicates that operators continue to invest in these services despite a sharp fall in the total number of acquisitions in 2023.
In this podcast, Catherine Hammond, Research Director, and Matt Small, Analyst, discuss what is (and isn’t) driving operator business revenue growth and consider the prospects for the rest of 2024.
 
See our related reports: Operator business revenue: trends and analysis and Business-services-related M&A tracker: trends and analysis.

Operator business revenue: past performance and future prospects

Starlink is increasingly successful in the broadband market with over 2.6 million subscribers worldwide. Can this translate into success in the skies and will Starlink succeed in the in-flight connectivity (IFC) market? The Starlink Qatar Airways deal is one example of its progress, but in this podcast, space and satellite experts Christopher Baugh and Kerry Vincent-Viry, take a step back to outline Starlink’s IFC journey so far and what the future looks like.

Is Starlink ready to take to the skies?

In this podcast, space experts, Christopher Baugh and Prachi Kawade discuss the changes in the Earth observation market, where data has historically been the main revenue driver. They explore the changes that satellite operators, such as Planet Insights, have made in terms of venturing downstream and enhancing their core offerings. Customers are increasingly relying on analytics for decision-making, which is fuelling growth in the value-added services, intellectual property and big data segments. Chris and Prachi forecast that the demand for data and downstream services from commercial and government and military sectors will surge in the next decade.

Earth observation: from data to analytics

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.  In this episode, Analysys Mason's Paul Jevons, Director and expert in tech-enabled transformation, talks to Dominic Gallello, Managing Director and Head of Digital and AI at Bridgepoint. Bridgepoint is one of the world's leading private asset growth investors, specialising in private equity and private debt. It has over EUR41 billion of assets under management and a strong local presence in China, Europe and the USA.
Paul and Dominic discuss:
conducting due diligence projects in the AI era
the risks and opportunities that GenAI creates for the investor community
managing investment portfolios in the AI era
what does an AI-enabled future may hold for businesses and the investor community.
Find out more about Analysys Mason's AI-related research and consulting services here.

US mobile operators are beginning to generate ARPU growth from customers on unlimited data plans

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