Could Starlink Mobile and satellite D2D disrupt the MNO business?
In its first earnings call on 4 August 2026 following its IPO, SpaceX announced that it “definitely intends” to build a US mobile network, l...
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Analysys Mason Podcast
Analysys Mason is the world's leading management consultancy focused on TMT, a critical enabler of economic, environmental and social transformation.
Episodes
20 of 112 episodesD2D: T-Mobile’s path to seamless connectivity
Direct-to-device (D2D) satellite services are moving from concept to commercial reality, but what will it take to achieve truly seamless con...
What's next for GEO satellite operators
Traditional GEO satellite operators are redefining their role in an increasingly competitive market. In this episode, Analysys Mason's Lluc...
Data centres: balancing growth, regulation, resilience and sustainability
Data centres are under increasing scrutiny as their energy and water demands grow alongside the expansion of AI and cloud infrastructure. In...
What works when communications fail: resilience, emergency response and humanitarian connectivity
Earthquakes, floods… when disaster strikes, staying connected can save lives. In this episode, Charles Murray, Partner at Analysys Mason, is...
What DTW Ignite 2026 revealed about the future of AI in telecoms
In this episode, Analysys Mason analysts Adaora Okeleke, Joseph Attwood, Michelle Lam and Patrick Serberis discuss the key themes that emerg...
What's next for IoT connectivity?
The IoT connectivity market is changing rapidly. Ibraheem Kasujee, Senior Analyst at Analysys Mason, and Jon Connet, Chief Product Officer a...
Starlink in the S-1 filing: what the numbers really say
Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say? In this Analysys Mason podcast, our experts break do...
The unwinding of European joint ventures and its impact on consolidation
Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange. In th...
Space sovereignty starts with access
Space sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access throu...
What should towercos expect from 6G?
In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for...
Mobile consolidation in APAC: scale, spectrum and regulation
In this episode, Analysys Mason experts Tom Rebbeck, Dion Teo and Ismael Moreno-Gomez explore the growing momentum behind mobile consolidati...
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...
Amazon makes its (long-expected) entry into satellite D2D with its USD11.6 billion acquisition of Globalstar
Amazon aims to leverage Globalstar's spectrum assets and device compatibility to capture the growing opportunity of satellite direct-to-devi...
Transformation unlocks the real value in mobile consolidation
In this episode, two of Analysys Mason's leading experts, Tom Rebbeck and Paul Jevons, explore mobile consolidation through the lens of tran...
Mobile consolidation is easy to model - but far harder to deliver
Mobile operator consolidation is often straightforward to model, but far more complex to deliver in practice. In this episode, two of Analys...
Orbital versus terrestrial data centres: will space-based computing become viable?
The emerging orbital data centre market is attracting growing interest, driven by the expansion of space-based operations and the increasing...
Is Europe entering a new phase of mobile consolidation?
This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, and Alessandro Ravagnolo, Partner, discus...
Amazon Leo and TeraWave could fast track the next big space market shifts
In this podcast, our space experts, Christopher Baugh, Partner, and Prachi Kawade, Senior Analyst, cover how Amazon Leo and TeraWave from Bl...
Analysys Mason’s research topics for 2026
In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research i...