Government and military space: capturing opportunities in a transitional market

Government and military space: capturing opportunities in a transitional market

In this podcast, Christopher Baugh, Partner and expert in space and satellite, and Sarah Halpin, Analyst and expert in space and satellite, discuss the changes in the government and military space market, where dramatic shifts in geopolitical stability are driving market demand and growth worldwide. They explore how innovative approaches to service provisioning are changing the sector’s landscape and discuss the areas in which commercial players see new potential.

The influx of new incumbents such as Starlink and Kuiper, coupled with growing interest in the integration of best practices from commercial satellite communications (comsatcom) and military satellite communications (milsatcom), requires enhanced planning to ensure successful client engagement.

As the complexity of the sector increases, so too does the opportunity for revenue capture. Chris and Sarah discuss how ensuring that engagement strategies target the right time and place will be key.

Jaksot(100)

Why telecoms operators need to look beyond EBITDA for business divisions

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 oper...

30 Huhti 14min

Amazon makes its (long-expected) entry into satellite D2D with its USD11.6 billion acquisition of Globalstar

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 ...

16 Huhti 21min

Transformation unlocks the real value in mobile consolidation

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 t...

26 Maalis 15min

Mobile consolidation is easy to model - but far harder to deliver

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, e...

19 Maalis 14min

Orbital versus terrestrial data centres: will space-based computing become viable?

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. Rising...

12 Maalis 22min

Is Europe entering a new phase of mobile consolidation?

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 consolidation...

4 Maalis 6min

Amazon Leo and TeraWave could fast track the next big space market shifts

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) connecti...

26 Helmi 19min

Analysys Mason’s research topics for 2026

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 indus...

19 Helmi 24min