Wireless networks evolution and digital sustainability: what is Arcep’s approach? (00:26:22)
In this podcast, Gilles Monniaux, Principal at Analysys Mason, speaks with Ahmed Haddad, Technical Advisor at Arcep, about the French regulator’s approach to the evolution of wireless networks and digital sustainability. They begin by discussing a study conducted by Analysys Mason on behalf of Arcep on the evolution of the uses of wireless telecoms networks and on the dimensioning of those networks. They also explore digital sustainability and how Arcep incorporates it into its work. Topics include:
the potential evolution of wireless network use cases (evolution of demand)
the ability of wireless networks to increase their capacity through developments such as refarming, increased network sharing, the use of new spectrum bands, etc. (evolution of networks)
how the study uses scenarios to assess the impact of the uncertainty associated with the evolution of both demand and networks
the environmental impact hotspots in the ICT sector, including devices, networks and data centres
how a regulator like Arcep integrates sustainability into its regulatory policy and the role national/international collaboration plays into that.
This episode offers practical insights for policy makers, operators and stakeholders on balancing network innovation with environmental responsibility.
Read the related report: https://en.arcep.fr/fileadmin/reprise/dossiers/frequences/etude-usages-et-reseaux_sept2025/study-executive-summary_evolution-uses-telecoms-networks_ENG_sept2025.pdf
Read more work on Arcep’s work on digital sustainability: https://en.arcep.fr/arcep/arcep-europe-international/digital-sustainability.html
Learn more about Analysys Mason's regulation and policy services: Regulation and policy for telecoms, media and technology (TMT)
Military satcom and commercial capacity integration: why secure orchestration matters (00:16:33)
Sovereign military satellite communication (satcom) networks are evolving from closed systems to hybrid architectures that integrate commercial satellite capacity to meet growing demand. In this episode, Christopher Baugh, Partner, speaks with Luke Wyles, Analyst, about how commercial satcom services are currently procured and integrated, as well as the associated security, governance and co-ordination challenges for governments.
They discuss why secure, zero-trust orchestration is becoming central to hybrid military satcom architectures, and how this aligns with alliance initiatives such as IRIS2 and the NATO Commercial Space Strategy.
Learn more about Analysys Mason's Space research and insights.
Telecoms operators’ financial performance: key trends from the 12 months to 3Q 2025 (00:07:44)
In this episode, Tom Rebbeck, Partner and expert in telecoms services, and Jonathan Daniel, Analyst, discuss the latest trends across financial KPIs. They examine how revenue, EBITDA, capex and operating cash flow have evolved over the 12 months to 3Q 2025 and highlight the most notable shifts in operators’ financial performance.
Read the related report: Operators’ financial KPIs: trends and analysis
Visit Analysys Mason DataHub
Government support for the space industry: funding models and priorities with the UK Space Agency (00:26:57)
Government funding plays a crucial role in the space industry; it supports both emerging and established companies. In this episode, Christopher Baugh, Partner at Analysys Mason, speaks with Dallas Kasaboski, Principal Analyst at Analysys Mason, and Craig Brown, Director of Investment at the UK Space Agency (UKSA). They discuss why government support is essential for the health of the space sector and how it is deployed, including grants, subsidies, contracts and other mechanisms.
The conversation explores:
current government support initiatives for the space industry in the UK and how they are deployed
which organisations benefit most from government funding and why commercial markets still require support
how government intervention supports start-ups as they scale and work towards sustainability
the role of public funding in helping companies to raise private investment
the outlook for space security and defence programmes in the current geopolitical climate
how funding aligns with the various stages of technology development
how private-sector space companies should approach and use government support.
This episode also provides insight into how public-sector support influences space market growth, investment and long-term sustainability.
GenAI for telecoms networks: turning hype into action with Google Cloud and Accenture (00:36:38)
Adaora Okeleke, Principal Analyst at Analysys Mason, speaks with Matt Anderson, Head of Cloud IT Telecom Solutions at Google Cloud, and Tunc Yorulmaz, Senior Managing Director and Global Lead for Cloud First Networks at Accenture. They share insights from Analysys Mason’s perspective, GenAI in the network: CSP progress in adopting GenAI for network operations.
They discuss how telecoms operators are using generative AI (GenAI) for network operations. Topics include:
early learnings from GenAI deployments in telecoms networks
key challenges that operators face when applying AI to network operations and automation
how agentic AI could support the future evolution towards autonomous networks.
This episode offers clear, practical guidance for telecoms executives and network leaders that are looking to scale GenAI, cloud and automation in their networks and understand the emerging role of agentic AI in network transformation.
Financing connectivity: how impact investors are bridging the digital divide (00:36:36)
In this episode, Jenny Robertson, Managing Partner at Analysys Mason, spoke with Finnfund’s Kuutti Kilpeläinen, Head of Digital Infrastructure and Solutions Portfolio, and Niklas Simola, Investment Manager, Digital Infrastructure and Solutions, to discuss how investment in digital infrastructure can expand digital access and inclusion in emerging markets.
They explore the challenge of closing coverage gaps and highlight why affordability is key to expanding digital access. They discuss how impact funds can drive meaningful change, supported by Finnfund’s real-world examples and experiences from recent investments that have made a difference for communities in developing countries.
The conversation also looks to the future, and examines new investment opportunities and the transformative potential of satellite connectivity, AI and public–private partnerships to further accelerate digital inclusion.
Re-thinking sustainability: Liberty Global's solution for unlocking value from unused tech (00:14:26)
In this episode, Grace Langham, Senior Analyst and expert in sustainability and ESG at Analysys Mason, speaks with Manuel Alomar, Re-think Lead at Liberty Blume, a Liberty Global company. They discuss how Liberty Blume's circularity business, Re-think, is helping customers to unlock value from unused assets while supporting more sustainable network upgrades and expansion worldwide.
The conversation highlights the growing importance of tech circularity as the telecoms industry works to reduce e-waste and manage technology more responsibly.
Explore our related content:
How are operators promoting broadband circularity?
Cost and complexity hinder the recycling of broadband equipment
Waste and circularity benchmarks for telecoms operators
How Starlink’s SLAs are reshaping satellite competition (00:14:23)
Starlink has become the most disruptive force in the satellite industry, and the new service-level agreement (SLA) guarantees for its ‘Priority’ packages add to the disruption.
In this episode, space and satellite experts Christopher Baugh and Lluc Palerm discuss how these developments are changing competition in high-value verticals such as backhaul, enterprise and maritime. They explore how traditional satellite connectivity providers can defend their positions, differentiate their services and continue to deliver value in an increasingly Starlink-dominated market.
Learn about Starlink's broadband access plans and pricing tracker 2Q 2025.
Hybrid data cloud: accelerating AI adoption among telecoms operators (00:17:46)
In this episode, Adaora Okeleke, Principal Analyst and expert in AI and data management platforms, speaks with Laurent Laisney, Telecoms Industry Strategist at Teradata. Together, they explore how hybrid data cloud deployment models can help telecoms operators to modernise their data environments and scale AI adoption. They draw on insights from Analysys Mason’s Modernising CSPs' data architectures for network analytics/AI-driven automation to discuss:
the factors slowing down operators’ adoption of AI
how hybrid data cloud can address these challenges
the key requirements operators should consider when deploying hybrid models.
This discussion offers clear, actionable perspectives for decision makers on the role of hybrid data cloud in enabling AI adoption in the telecoms industry.
IT services carve-outs: lessons from Fujitsu’s Manage Now transformation (00:22:36)
In this episode, Christian Fischer, Senior Principal, speaks with Christopher Hellmann, Chief Transformation Officer at Manage Now and Associate Director at private equity group Aequita. Together, they explore the transformation of Manage Now following its 2024 carve-out from Fujitsu Services.
The discussion covers the strategy that reshaped the business, including redefining the go-to-market approach, streamlining operations and building a customer-centric medium-sized IT services company. Christopher shares candid insights into the challenges, breakthroughs and bold decisions that turned the carve-out into a high-impact value creation story.
Hear what made this transformation a success and what lies ahead for Manage Now, with lessons for operators, investors and IT services leaders that are navigating carve-outs and strategic change.
How operators can use AI services to grow their enterprise revenue (00:15:10)
In this episode, Catherine Hammond, Research Director, and Adaora Okeleke, Principal Analyst, explore how operators can generate new revenue by offering AI services to enterprise customers. They draw on recent research to discuss the most promising AI solutions, opportunities for differentiation and how telecoms operators can compete with hyperscalers and other technology providers.
Access the related report: Enterprise AI services: 13 operator case studies and analysis
Read the associated articles:
Operators’ enterprise AI service portfolios extend far beyond AI infrastructure services
Operators can generate substantial revenue from AI services even without big investments in infrastructure
Connectivity and operator growth strategies: lessons from NTT, KT and global trends (00:11:40)
In this episode, Tom Rebbeck, Partner, and Martin Scott, Research Director, draw on our latest research to explore telecoms operators’ revenue growth strategies. They discuss why connectivity is still central to most operators’ plans, their reduced focus on adjacent growth initiatives and what makes NTT and KT stand out from the competition. The conversation offers insights for telecoms executives, investors and regulators about the risks and opportunities shaping operator business models.
Further reading related to this podcast:
Operators are relying on connectivity for growth, but this may not be enough
Operator growth strategies: case studies and analysis (volume VII)
Digi’s approach is one that other operators could learn from
Iliad’s central telecoms strategy is similar to that of most operators, but the details have lessons for others
MVNOs from challenger banks aim to disrupt telecoms market
Community Fibre highlights the threat of the pureplay fibre model
KDDI’s results demonstrate the challenges of entering new markets
SK Telecom is investing heavily in its AI revenue goal
Agentic AI: How telecoms operators can advance towards autonomous operations (00:21:36)
Adaora Okeleke, Principal Analyst and expert in AI and data management at Analysys Mason, speaks to Dave Duggal, Founder and CEO of EnterpriseWeb, to explore how agentic AI can help telecoms operators realise their ambitions for autonomous operations. Drawing on insights from Analysys Mason’s reports Understanding AI agents in the telecoms industry and Addressing the challenge of AI agent interoperability, they discuss how operators can apply agentic AI and the concept of ‘ontology’ to achieve their autonomous operations objectives.
They discuss:
operators’ objectives and vision for adopting agentic AI
the current state of adoption and the challenges operators face in deploying agentic AI today
practical steps to overcome these challenges and progress towards autonomous operations
This discussion offers clear, actionable perspectives for decision makers seeking to understand the potential of agentic AI and how to apply it effectively to automate telecoms operations.
Learn more about the related reports: Understanding AI agents in the telecoms industry and Addressing the challenge of AI agent interoperability.
Autonomous networking: the role of cloud-native automation and evolved NFV MANO (00:09:22)
In this episode, Joseph Attwood, Analyst, and Michelle Lam, Senior Analyst, discuss the need for telecoms operators to evolve their approach to network automation if they hope to achieve their autonomous networking goals.
They explore the two pathways that operators can follow to overcome the limitations of NFV MANO. The first of these pathways is to implement cloud-native automation based on Kubernetes’s orchestration capabilities and GitOps methodologies. The second is for operators to adapt their network automation as ETSI evolves its NFV MANO architecture to the new Telco Cloud MANO architecture.
Joseph and Michelle discuss the advantages and trade-offs of each pathway as well as which approach various operators are likely to adopt.
Read the related strategy report and article.
What are operators doing to promote circularity in home broadband equipment? (00:10:12)
As fixed broadband providers upgrade home broadband equipment or as consumers switch providers, a growing stream of electronic waste such as modems, routers and set-top boxes is produced. Managing this e-waste is both costly and complex, and operators often fall short in transparently reporting on the disposal of home broadband equipment.
In this podcast episode, analysts Grace Langham and Donye Liu explore the progress and challenges operators face in building circularity into their home broadband hardware. They also highlight initiatives from operators that are working to responsibly recover, reuse and recycle obsolete equipment.
Read the related article.
How satellite players can benefit from the US Golden Dome programme (00:20:10)
The US Golden Dome programme offers a significant prospect for satellite manufacturers and related players. This proposed multi-layered network of satellites aims to improve and consolidate the US military’s security and prevalence in space, via a large number of highly capable satellites and support infrastructure. Manufacturers and vendors capable of delivering on time, at cost and with competitive offerings will benefit from the significant budget allocations. However, there havebeen challenges related to manufacturers and supply chains for similar programmes. Such challenges must be properly navigated in this programme to best meet the opportunity ahead.
Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss these issues in this episode of the Analysys Mason podcast.
See related report and tracker.
The network API market is set to hit USD7.6 billion by 2030 and keep growing (00:10:11)
In this podcast, Jakub Konieczny, Senior Analyst, is joined by Ameer Gaili, Senior Analyst, as they discuss the findings of their recently published Network APIs: worldwide forecast 2024–2030 report.
While Analysys Mason forecasts the network application programming interface (API) market to reach USD7.6 billion by 2030, Jakub and Ameer explain why the true opportunity lies in the long-term, with the market potentially growing four to eight times larger by 2035. Their discussion examines the APIs expected to drive this growth, highlights early monetisation trends, assesses the potential for communications quality APIs (such as Quality on Demand) and offers strategic recommendations for operators. Their conversation also explores why Analysys Mason’s forecast numbers are more grounded compared to other forecasts.
Flat-panel antenna (FPA) vendors face a choice between analogue and digital control architectures (00:16:12)
In this podcast, Luke Wyles, programme head for Analysys Mason’s Space Ground Segment research programme, and Christopher Baugh, Partner, discuss the importance of control architecture for flat-panel antennas (FPAs). Their discussion covers the positioning of analogue, digital and hybrid beamforming technologies in the FPA market, addressing the inherent trade-offs in performance, product development and commercial suitability. They also explore the technical requirements needed for these terminals to serve satellite communications (satcom) networks today, and also into the future. Finally, they examined the barriers impeding the development of fully digital solutions today, and the long-term cost perspective of the technology.
How operators can respond to the threat of low-cost challengers (00:16:42)
In this podcast, Caroline Gabriel, expert in telecoms networks, and Tom Rebbeck, expert in telecoms services, discuss the threat that low-cost challengers like Digi and Iliad pose to established operators. They examine the model used by these low-cost players and explore options for responding to the threat that they present.
Read the associated articles:
Telstra highlights the failure of established operators to address the threat posed by low-cost challengers
The future of the service provider: how to respond to low-cost challengers
SMBs’ IT priorities have shifted following a change to a 'technology-first' mindset (00:11:47)
Small and medium-sized businesses (SMBs) are leaning on technology to transform and grow their businesses. They are now more technologically advanced and better-informed than ever before, and they understand that technology is key to business continuity. In this episode, Karthik Pannala, Principal Analyst, and Li Lin, Senior Analyst, discuss what is driving SMBs’ investments in IT and what their priorities are.
Read the related report.
The maritime satcom market is facing challenges as incumbents navigate a challenging ARPU landscape (00:18:54)
Starlink is transforming the maritime connectivity market by offering higher speeds and more affordable connectivity services which are disrupting the dominance of traditional premium satellite communication (satcom) providers. With the average revenue per unit (ARPU) falling from USD2000 to USD700 or less in the last 5 years, geostationary Earth orbit (GEO) incumbents are being forced to either cut prices or shift toward higher value offerings.
In this episode, Christopher Baugh, Partner, and Shagun Sachdeva, Senior Analyst, discuss the impact of declining ARPU in the maritime market and what the opportunities are for incumbent satcom providers despite the intense market pressure. As non-geostationary Earth orbit (NGEO) adoption accelerates and customer expectations evolve, the future of maritime satcom may be defined by scale and service innovation.
Christopher and Shagun discuss how legacy players can adapt in this changing landscape, whether through hybrid multi-orbit strategies, managed service models or vertical integration.
Find out more about Analysys Mason's space capabilities here.
Network-as-a-service (NaaS) providers will collectively generate USD14.7 billion from their offerings in 2029 (00:12:01)
In this episode, Joseph Attwood, Analyst, and Catherine Hammond, Research Director, discuss growing opportunities in the NaaS market for service providers. In particular, they discuss Analysys Mason’s recent NaaS forecast which estimates that NaaS connectivity revenue worldwide will grow at a CAGR of 42% between 2024 and 2029 to reach USD14.7 billion. They explore the main characteristics of NaaS, the size of the NaaS market compared to the traditional fixed connectivity market, and the current trends and drivers of the NaaS market. Additionally, they discuss how service providers can best succeed in the NaaS market, which is still nascent, but growing strongly.
Read the associated article.
Delayering telecoms operators’ businesses: outcomes and future directions (00:30:19)
In this podcast, Rupert Wood, Research Director, discusses the issue of delayering with Tom Rebbeck, Partner. They talk about why more telecoms operators are delayering their operations, what the rationale is for this delayering and how the results look so far. They also explore how delayering might develop in the future.
Explore the related report.
Implications of the Charter−Cox merger (00:11:54)
In this episode, Tom Rebbeck, Partner and Simon Sherrington, Research Director discuss the recently announced Charter−Cox merger and its implications for US cable operators (cablecos) as well as the wider US broadband market. They discuss the opportunities the merger will create for the newly combined company, whether US regulators will be concerned about the deal and whether the increased scale and resources will enable the to erode FTTP providers’ cost advantage.
Listen to related podcast: Do cablecos need to reconsider their technology strategies?
Implications of the Virgin Media O2−Daisy Communications merger (00:09:17)
In this podcast, Catherine Hammond, Research Director, and Tom Rebbeck, Partner, discuss the recently announced deal to merge Virgin Media O2’s business division with Daisy Communications. They discuss the objectives of the deal, its chances of success and the implications for the broader telecoms market.
