Analysys Mason Podcast

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What's next for IoT connectivity?1 week

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 provide...

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Starlink in the S-1 filing: what the numbers really say3 weeks

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 compe...

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The unwinding of European joint ventures and its impact on consolidation3 weeks

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 w...

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