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.

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Episoder(100)

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 key themes that emerged from DTW Ignite 2026. Listen to explore how telecoms oper...

3 Jul 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 Jun 18min

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 Starl...

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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 Jun 12min

Space sovereignty starts with access

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 commercia...

28 Mai 20min

What should towercos expect from 6G?

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 include: Wha...

22 Mai 44min

Mobile consolidation in APAC: scale, spectrum and regulation

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 mer...

6 Mai 16min

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 Apr 14min

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