How Starlink’s SLAs are reshaping satellite competition
Starlink has become the most disruptive force in the satellite industry, and the new service-level agreement (SLA) guarantees for its ‘Priority’ packages add to the disruption.
In this episode, space and satellite experts Christopher Baugh and Lluc Palerm discuss how these developments are changing competition in high-value verticals such as backhaul, enterprise and maritime. They explore how traditional satellite connectivity providers can defend their positions, differentiate their services and continue to deliver value in an increasingly Starlink-dominated market.
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14:23
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14:23
Hybrid data cloud: accelerating AI adoption among telecoms operators
In this episode, Adaora Okeleke, Principal Analyst and expert in AI and data management platforms, speaks with Laurent Laisney, Telecoms Industry Strategist at Teradata. Together, they explore how hybrid data cloud deployment models can help telecoms operators to modernise their data environments and scale AI adoption. They draw on insights from Analysys Mason’s Modernising CSPs' data architectures for network analytics/AI-driven automation to discuss:
the factors slowing down operators’ adoption of AI
how hybrid data cloud can address these challenges
the key requirements operators should consider when deploying hybrid models.
This discussion offers clear, actionable perspectives for decision makers on the role of hybrid data cloud in enabling AI adoption in the telecoms industry.
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17:46
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17:46
IT services carve-outs: lessons from Fujitsu’s Manage Now transformation
In this episode, Christian Fischer, Senior Principal, speaks with Christopher Hellmann, Chief Transformation Officer at Manage Now and Associate Director at private equity group Aequita. Together, they explore the transformation of Manage Now following its 2024 carve-out from Fujitsu Services.
The discussion covers the strategy that reshaped the business, including redefining the go-to-market approach, streamlining operations and building a customer-centric medium-sized IT services company. Christopher shares candid insights into the challenges, breakthroughs and bold decisions that turned the carve-out into a high-impact value creation story.
Hear what made this transformation a success and what lies ahead for Manage Now, with lessons for operators, investors and IT services leaders that are navigating carve-outs and strategic change.
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22:36
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22:36
How operators can use AI services to grow their enterprise revenue
In this episode, Catherine Hammond, Research Director, and Adaora Okeleke, Principal Analyst, explore how operators can generate new revenue by offering AI services to enterprise customers. They draw on recent research to discuss the most promising AI solutions, opportunities for differentiation and how telecoms operators can compete with hyperscalers and other technology providers.
Access the related report: Enterprise AI services: 13 operator case studies and analysis
Read the associated articles:
Operators’ enterprise AI service portfolios extend far beyond AI infrastructure services
Operators can generate substantial revenue from AI services even without big investments in infrastructure
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15:10
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15:10
Connectivity and operator growth strategies: lessons from NTT, KT and global trends
In this episode, Tom Rebbeck, Partner, and Martin Scott, Research Director, draw on our latest research to explore telecoms operators’ revenue growth strategies. They discuss why connectivity is still central to most operators’ plans, their reduced focus on adjacent growth initiatives and what makes NTT and KT stand out from the competition. The conversation offers insights for telecoms executives, investors and regulators about the risks and opportunities shaping operator business models.
Further reading related to this podcast:
Operators are relying on connectivity for growth, but this may not be enough
Operator growth strategies: case studies and analysis (volume VII)
Digi’s approach is one that other operators could learn from
Iliad’s central telecoms strategy is similar to that of most operators, but the details have lessons for others
MVNOs from challenger banks aim to disrupt telecoms market
Community Fibre highlights the threat of the pureplay fibre model
KDDI’s results demonstrate the challenges of entering new markets
SK Telecom is investing heavily in its AI revenue goal
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