
Why telecoms operators need to look beyond EBITDA for business divisions
In this podcast Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they...
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Analysys Mason is the world's leading management consultancy focused on TMT, a critical enabler of economic, environmental and social transformation.

In this podcast Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they...

Amazon aims to leverage Globalstar's spectrum assets and device compatibility to capture the growing opportunity of satellite direct-to-devi...

In this episode, two of Analysys Mason's leading experts, Tom Rebbeck and Paul Jevons, explore mobile consolidation through the lens of tran...

Mobile operator consolidation is often straightforward to model, but far more complex to deliver in practice. In this episode, two of Analys...

The emerging orbital data centre market is attracting growing interest, driven by the expansion of space-based operations and the increasing...

This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, and Alessandro Ravagnolo, Partner, discus...

In this podcast, our space experts, Christopher Baugh, Partner, and Prachi Kawade, Senior Analyst, cover how Amazon Leo and TeraWave from Bl...

In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research i...

The space industry is entering a decisive phase as satellite connectivity, government investment and new commercial models move from experim...

At Analysys Mason, we celebrate every successful deal. In 2025, we supported over 210 deals across a range of technology-enabled services, f...

Telecoms operators will face critical strategic decisions in 2026 as AI investment reshapes the communications infrastructure landscape and...

In this podcast, Gilles Monniaux, Principal at Analysys Mason, speaks with Ahmed Haddad, Technical Advisor at Arcep, about the French regula...

Sovereign military satellite communication (satcom) networks are evolving from closed systems to hybrid architectures that integrate commerc...

In this episode, Tom Rebbeck, Partner and expert in telecoms services, and Jonathan Daniel, Analyst, discuss the latest trends across financ...

Government funding plays a crucial role in the space industry; it supports both emerging and established companies. In this episode, Christo...

Adaora Okeleke, Principal Analyst at Analysys Mason, speaks with Matt Anderson, Head of Cloud IT Telecom Solutions at Google Cloud, and Tunc...

In this episode, Jenny Robertson, Managing Partner at Analysys Mason, spoke with Finnfund’s Kuutti Kilpeläinen, Head of Digital Infrastructu...

In this episode, Grace Langham, Senior Analyst and expert in sustainability and ESG at Analysys Mason, speaks with Manuel Alomar, Re-think L...

Starlink has become the most disruptive force in the satellite industry, and the new service-level agreement (SLA) guarantees for its ‘Prior...

In this episode, Adaora Okeleke, Principal Analyst and expert in AI and data management platforms, speaks with Laurent Laisney, Telecoms Ind...

In this episode, Christian Fischer, Senior Principal, speaks with Christopher Hellmann, Chief Transformation Officer at Manage Now and Assoc...

In this episode, Catherine Hammond, Research Director, and Adaora Okeleke, Principal Analyst, explore how operators can generate new revenue...

In this episode, Tom Rebbeck, Partner, and Martin Scott, Research Director, draw on our latest research to explore telecoms operators’ reven...

Adaora Okeleke, Principal Analyst and expert in AI and data management at Analysys Mason, speaks to Dave Duggal, Founder and CEO of Enterpri...

In this episode, Joseph Attwood, Analyst, and Michelle Lam, Senior Analyst, discuss the need for telecoms operators to evolve their approach...

As fixed broadband providers upgrade home broadband equipment or as consumers switch providers, a growing stream of electronic waste such as...

The US Golden Dome programme offers a significant prospect for satellite manufacturers and related players. This proposed multi-layered netw...

In this podcast, Jakub Konieczny, Senior Analyst, is joined by Ameer Gaili, Senior Analyst, as they discuss the findings of their recently p...

In this podcast, Luke Wyles, programme head for Analysys Mason’s Space Ground Segment research programme, and Christopher Baugh, Partner, di...

In this podcast, Caroline Gabriel, expert in telecoms networks, and Tom Rebbeck, expert in telecoms services, discuss the threat that low-co...

Small and medium-sized businesses (SMBs) are leaning on technology to transform and grow their businesses. They are now more technologically...

Starlink is transforming the maritime connectivity market by offering higher speeds and more affordable connectivity services which are disr...

In this episode, Joseph Attwood, Analyst, and Catherine Hammond, Research Director, discuss growing opportunities in the NaaS market for ser...

In this podcast, Rupert Wood, Research Director, discusses the issue of delayering with Tom Rebbeck, Partner. They talk about why more telec...

In this episode, Tom Rebbeck, Partner and Simon Sherrington, Research Director discuss the recently announced Charter−Cox merger and its imp...

In this podcast, Catherine Hammond, Research Director, and Tom Rebbeck, Partner, discuss the recently announced deal to merge Virgin Media O...

In this episode, Martin Scott, Research Director and expert in consumer telecoms and media, talks with Dongye Liu, Research Analyst, about h...

The in-orbit services market is developing rapidly, driven increasingly by rising geopolitical tension. China and Russia have demonstrated s...

The satellite direct-to-device (D2D) service market continues to progress at an extraordinary pace; Starlink and T-Mobile are launching beta...

In this episode, Tom Rebbeck, Partner and expert in TMT consumer and business services, talks with Simon Sherrington, Research Director and...

In this episode, Christopher Baugh, Partner and head of the space research practice, Lluc Palerm, Research Director and head of the Satellit...

In this episode, Caroline Gabriel, Partner and expert in network and cloud strategies and architecture, engages in a wide-ranging discussion...

In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Janette Stewart, expert in spectrum manageme...

Welcome to our AI podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who d...

Starlink is revolutionising in-flight connectivity and could dominate the market by offering a combination of speed and affordability. The c...

Each year, Analysys Mason looks ahead to predict the major developments that will shape the technology, media and telecoms industry over the...

2024 was a strong year for satellite manufacturing and launch services: there were large investments for major programmes and a record numbe...

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from acr...

Multi-orbit connectivity is a hot topic for players in the government and military satellite market. Geopolitical instability and reduced ba...

In this podcast, Gorkem Yigit, expert in network platforms and infrastructure, and Catherine Hammond, expert in enterprise services, discuss...