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 Apr 14min
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 Apr 21min
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 Mar 15min
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 Mar 14min
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 Mar 22min
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 Mar 6min
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 Feb 24min
