The Analysys Mason Podcast features timely commentary from our expert consultants, analysts and guest speakers on the issues and challenges shaping technology-intensive industries, including telecoms, digital infrastructure, software, IT services, space, defence, manufacturing and logistics.
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In its first earnings call on 4 August 2026 following its IPO, SpaceX announced that it “definitely intends” to build a US mobile network, leveraging Starlink Mobile’s constellation and a web of femtocells. In this podcast, our experts explore the results from the early deployment of direct-to-device (D2D) services, the future evolution of costs and capabilities for satellite D2D services, and the…
Direct-to-device (D2D) satellite services are moving from concept to commercial reality, but what will it take to achieve truly seamless connectivity? In this episode, Analysys Mason’s Antoine Grenier and Lluc Palerm are joined by Jeff Giard, Senior Director of Strategic Partnerships and Business Development at T-Mobile USA, to explore the next phase of the D2D market. The discussion covers…
Traditional GEO satellite operators are redefining their role in an increasingly competitive market. In this episode, Analysys Mason's Lluc Palerm and Prachi Kawade join Es'hailSat's Raghid Shanti to explore how regional players are evolving beyond capacity provision. Their discussion focuses on how GEO satellite operators are embracing multi-orbit architectures, managed services and strategic…
Data centres are under increasing scrutiny as their energy and water demands grow alongside the expansion of AI and cloud infrastructure. In this episode, our experts Simon Sherrington and Grace Langham discuss how governments are responding through stricter sustainability requirements, planning restrictions and new reporting obligations. They explore how policies are evolving across Europe, North…
Earthquakes, floods… when disaster strikes, staying connected can save lives. In this episode, Charles Murray, Partner at Analysys Mason, is joined by Rob Fyfe from Motorola Solutions and Sébastien Gillet from Télécoms Sans Frontières to discuss how communications technologies and response models help emergency services, communities and critical infrastructure organisations prepare for, respond to…
In this episode, Analysys Mason analysts Adaora Okeleke, Joseph Attwood, Michelle Lam and Patrick Serberis discuss the main themes that emerged from DTW Ignite 2026. Listen to explore how telecoms operators are moving towards AI deployment in the OSS and BSS domains, how trust and governance in agentic AI systems are growing in importance and how AI-native architectures, ontologies and data…
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 will disrupt the IoT value chain how operators and IoT connectivity providers need to adapt their…
Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say? In this Analysys Mason podcast, our experts break down the IPO filing document, the S-1, to understand how Starlink is growing, how it is pricing its services and whether its margins can last. They also explore what the filing reveals about the future of satellite and telecoms competition. To learn more about…
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 sit alongside 4-to-3 mergers, what they mean for market structure, and whether they can support the…
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. With insights from our Space experts Dallas Kasaboski, Alex Clark and Christopher Baugh, it offers a…
