OM DENNE EPISODE
In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research in 2026. They explore spectrum, AI and why the telecoms industry may be ‘losing its religion’. Caroline, Chris and Tom also share the one thing that they will be watching most closely in 2026.
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In this Analysys Mason podcast, our experts break down the IPO filing document for the S-1, to understand how Starlink is growing, how it is pricing its services and whether its margins can last. They also expl…
The IoT connectivity market is changing rapidly. Ibraheem Kasujee, Senior Analyst at Analysys Mason, and Jon Connet, Chief Product Officer at Aeris, explore what is driving this evolution, and its impact.
Topics for discussion include:
the new IoT eSIM specification, known as SGP.3, and how it…
In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate include:
What do we know about 6G so far, and when will it become a reality?
How will 6G differ from 5G, and…
Space sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access through trusted partnerships?
This podcast explores the commercial and strategic forces driving decisions across multi-orbit systems and national space ambitions. …
Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange.
In this podcast, Charles Murray and Tom Rebbeck discuss what these moves tell us about the next phase of European mobile consolidation. They explore how JV unwinds…
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