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Mobile operator consolidation is often straightforward to model, but far more complex to deliver in practice.
In this episode, two of Analysys Mason’s experts, Charles Murray and Caroline Gabriel, explore what really determines success in mobile operator mergers.
They discuss:
- why network synergies ar...
The emerging orbital data centre market is attracting growing interest, driven by the expansion of space-based operations and the increasing challenges associated with terrestrial data centres. Rising demand for AI in both domains is further fuelling interest. The prominent entrepreneurs advocating orbital data centres, including Elon Musk, Sam Altman, Jeff Bezos and Eric Sch...
This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, discussing the renewed momentum behind mobile market consolidation in Europe. In this bite-sized segment Charles explores why 4-to-3 consolidation is firmly back on the agenda, what has changed since earlier European deals, and why recent regulatory decisions are being viewe...
In this podcast, our space experts, Christopher Baugh, Partner, and Prachi Kawade, Senior Analyst, cover how Amazon Leo and TeraWave from Blue Origin will soon enter the low-Earth orbit (LEO) connectivity market and raise the competitive pressure on today’s satellite broadband leaders.
Amazon Leo’s LEO network pairs gigabit class, enterprise-grade performance with deep...