Why telecoms operators need to look beyond EBITDA for business divisions

Analysys Mason Podcast by Analysys Mason

Apr 30, 202614:48Technology

In this podcast Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they explore some of the alternative measures that telecoms operators should conside...

Related Episodes

Continue listening to more episodes from Analysys Mason Podcast.

Could Starlink Mobile and satellite D2D disrupt the MNO business?

Aug 19, 2026 - 26:26

In its first earnings call on 4 August 2026 following its IPO, SpaceX announced that it “definitely inten...

D2D: T-Mobile’s path to seamless connectivity

Aug 4, 2026 - 31:06

Direct-to-device (D2D) satellite services are moving from concept to commercial reality, but what will it...

What's next for GEO satellite operators

Jul 28, 2026 - 15:39

Traditional GEO satellite operators are redefining their role in an increasingly competitive market. In t...

Data centres: balancing growth, regulation, resilience and sustainability

Jul 21, 2026 - 16:28

Data centres are under increasing scrutiny as their energy and water demands grow alongside the expansion...

What works when communications fail: resilience, emergency response and humanitarian connectivity

Jul 14, 2026 - 18:26

Earthquakes, floods… when disaster strikes, staying connected can save lives. In this episode, Charles Mu...

What DTW Ignite 2026 revealed about the future of AI in telecoms

Jul 3, 2026 - 23:39

In this episode, Analysys Mason analysts Adaora Okeleke, Joseph Attwood, Michelle Lam and Patrick Serberi...

What's next for IoT connectivity?

Jun 18, 2026 - 18:37

The IoT connectivity market is changing rapidly. Ibraheem Kasujee, Senior Analyst at Analysys Mason, and...

Starlink in the S-1 filing: what the numbers really say

Jun 9, 2026 - 27:06

Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say? In this Analysys...