Analysys Mason Podcast

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 operators should consider instead.

For more information, please see our related articles: Operators need new profitability metrics to measure the real value of diverse business groups and Comcast Business continues to excel, but may need to accept EBITDA dilution as the price of growth.

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 tech giant's acquisition of Globalstar from multiple strategic angles, with a focus on space spectrum, the potential for D2D services and the impact on mobile network operators (MNOs).

Explore our related space research programmes

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 to turn deals into real results. 

They discuss: 

why value is often won or lost in the integration strategy long before the deal closes  

how weak assumptions on cost, timelines and resources undermine transformation outcomes  

why governance, leadership alignment and stakeholder management are critical to delivery  

how to balance quick wins with complex, long-term system and data integration  

what operators, competitors and suppliers should be doing at every stage of the deal lifecycle  

If consolidation is on your horizon, listen to this episode and discover what it takes to deliver real transformation and value in practice – from day one through to full integration. 

Learn more about how we support operators, investors and lenders with mobile consolidation. 

Get in touch to speak with one of our experts.

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, explore what really determines success in mobile operator mergers.

They discuss:
- why network synergies are often overestimated
- why IT systems and organisational culture create the greatest risks
- how deals can be set up for success from day one.

If consolidation is on your agenda, this episode highlights the key factors that operators, investors and lenders need to get right.

Learn more about how we support operators, investors and lenders through mobile consolidation.

Get in touch to speak with one of our experts.

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 demand for AI in both domains is further fuelling interest. The prominent entrepreneurs advocating orbital data centres, including Elon Musk, Sam Altman, Jeff Bezos and Eric Schmidt, highlight the considerable activity and hype surrounding orbital data centres.

In this podcast, three of Analysys Mason’s experts, Christopher Baugh, Claude Rousseau and Simon Sherrington, discuss the ‘why’ and ‘how’ of orbital data centres. They examine perspectives from the terrestrial data centre sector, the current challenges facing data centre growth, how these factors are linked to the emerging orbital market and what developments may lie ahead.

Learn more about our recently published report: Orbital data centres: trends and analysis

Learn more about our Earth observation programme