Could Starlink Mobile and satellite D2D disrupt the MNO business?
In its first earnings call on 4 August 2026 following its IPO, SpaceX announced that it “definitely intends” to build a US mobile network, leveraging Starlink Mobile’s constellation and a web of femto...
19 Elo 26min
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
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 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
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
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?
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
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 Starl...
9 Kesä 27min
