Analysys Mason Podcast

Hosted by Analysys Mason

Technology

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Episodes

100

Latest episode

Aug 2026

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About the show

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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60 recent

August 19, 2026Episode 31526 min

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, 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 competitive threats and opportunities D2D services pose to the mobile network operator (MNO) business.

August 4, 2026Episode 31431 min

D2D: 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 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 T-Mobile’s partnership-led approach with Starlink, spectrum challenges to consider, regulation and device compatibility, and the importance of industry-wide collaboration to reduce fragmentation. The speakers also examine how customer expectations are evolving, why seamless handoffs between terrestrial and satellite networks are critical, and what future D2D network architecture could look like.

July 28, 2026Episode 31315 min

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 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 partnerships to deliver greater value, strengthen customer relationships and compete in the rapidly changing satellite connectivity landscape.

July 21, 2026Episode 31216 min

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 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 America and Asia–Pacific and examine the innovations helping operators improve efficiency and resilience. Their discussion highlights what these trends mean for data centre operators and investors seeking to balance growth ambitions with sustainability and regulatory expectations.

July 14, 2026Episode 31118 min

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 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 and recover from crises. Drawing on both mission-critical and humanitarian perspectives, they share real-world insights into what happens when communications are at their most important. From emergency response and humanitarian recovery to long-term resilience planning, the conversation explores how different organisations, technologies and investment decisions come together to keep people connected when it matters most.

July 3, 2026Episode 31023 min

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 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 platforms are supporting progress towards autonomous networks. Our experts also examine other key themes including operators' hopes to generate more value from AI beyond operational efficiency improvements, especially in terms of new revenue opportunities.

June 18, 2026Episode 30918 min

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 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 propositions the impact of AI on the IoT market. For more analysis on IoT, see our IoT Services research programme .

June 9, 2026Episode 30827 min

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 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 our work in this area, explore Analysys Mason’s expertise in fixed services , satellite broadband and satellite D2D.

June 4, 2026Episode 30712 min

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 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 EU’s ambition to build stronger European champions. The discussion builds on the themes raised in this article . To learn more about our work in this area, explore Analysys Mason’s expertise in mobile consolidation.

May 28, 2026Episode 30620 min

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 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 timely look at the factors that matter most in sovereign access to space. Learn more about our related programmes: Defence and Sovereign Space Satellite Manufacturing and Launch