Analysys Mason Podcast
Analysys Mason
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Regularly hosts outside guests
100 episodes — long track record
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Recent Episodes
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…
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…
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…
What should towercos expect from 6G?
In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate…
Mobile consolidation in APAC: scale, spectrum and regulation
In this episode, Analysys Mason experts Tom Rebbeck, Dion Teo and Ismael Moreno-Gomez explore the growing momentum behind mobile consolidation in Asia–Pacific (APAC). They discuss: - recent mobile…
Why telecoms operators need to look beyond EBITDA for business divisions
In this podcast Analysys Mason’s experts discuss why lower EBITDA margins for business divisions may not indicate poor performance, and they explore some of the alternative measures that telecoms…
Amazon makes its (long-expected) entry into satellite D2D with its USD11.6 billion acquisition of Globalstar
Amazon aims to leverage Globalstar's spectrum assets and device compatibility to capture the growing opportunity of satellite direct-to-device (D2D) services. This Analysys Mason podcast examines the…
Transformation unlocks the real value in mobile consolidation
In this episode, two of Analysys Mason's leading experts, Tom Rebbeck and Paul Jevons, explore mobile consolidation through the lens of transformation and value creation. They focus on what it takes…
Mobile consolidation is easy to model - but far harder to deliver
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,…
Orbital versus terrestrial data centres: will space-based computing become viable?
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.…
Is Europe entering a new phase of mobile consolidation?
This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, and Alessandro Ravagnolo, Partner, discussing the renewed momentum behind mobile market…
Amazon Leo and TeraWave could fast track the next big space market shifts
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)…
Analysys Mason’s research topics for 2026
In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research in 2026. They explore spectrum, AI and why the telecoms…
Predictions for the space industry in 2026
The space industry is entering a decisive phase as satellite connectivity, government investment and new commercial models move from experimentation to large-scale deployment. In this podcast…
Analysys Mason TMT M&A predictions 2026
At Analysys Mason, we celebrate every successful deal. In 2025, we supported over 210 deals across a range of technology-enabled services, from traditional telecoms and digital infrastructure to…
TMT predictions 2026: operators are at a crossroads
Telecoms operators will face critical strategic decisions in 2026 as AI investment reshapes the communications infrastructure landscape and intensifies pressure on traditional network economics. In…
Wireless networks evolution and digital sustainability: what is Arcep’s approach?
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…
Military satcom and commercial capacity integration: why secure orchestration matters
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…
Telecoms operators’ financial performance: key trends from the 12 months to 3Q 2025
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…
Government support for the space industry: funding models and priorities with the UK Space Agency
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…
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