Starlink in the S-1 filing: what the numbers really say

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.

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D2D: T-Mobile’s path to seamless connectivity

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...

4 Elo 31min

What's next for GEO satellite operators

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...

28 Heinä 15min

Data centres: balancing growth, regulation, resilience and sustainability

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 Langh...

21 Heinä 16min

What works when communications fail: resilience, emergency response and humanitarian connectivity

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 Gi...

14 Heinä 18min

What DTW Ignite 2026 revealed about the future of AI in telecoms

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 o...

3 Heinä 23min

What's next for IoT connectivity?

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 imp...

18 Kesä 18min

The unwinding of European joint ventures and its impact on consolidation

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 thes...

4 Kesä 12min