Analysys Mason Podcast

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 explore how regional players are evolving beyond capacity provision. 

Their discussion focuses on how GEO satellite operators are embracing multi-orbit architectures, managed services and strategic partnerships to deliver greater value, strengthen customer relationships and compete in the rapidly changing satellite connectivity landscape.

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 Langham discuss how governments are responding through stricter sustainability requirements, planning restrictions and new reporting obligations.
 
They explore how policies are evolving across Europe, North America and Asia–Pacific and examine the innovations helping operators improve efficiency and resilience. Their discussion highlights what these trends mean for data centre operators and investors seeking to balance growth ambitions with sustainability and regulatory expectations.

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 Gillet from Télécoms Sans Frontières to discuss how communications technologies and response models help emergency services, communities and critical infrastructure organisations prepare for, respond to and recover from crises.

Drawing on both mission-critical and humanitarian perspectives, they share real-world insights into what happens when communications are at their most important. From emergency response and humanitarian recovery to long-term resilience planning, the conversation explores how different organisations, technologies and investment decisions come together to keep people connected when it matters most.

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 operators are moving towards AI deployment in the OSS and BSS domains, how trust and governance in agentic AI systems are growing in importance and how AI-native architectures, ontologies and data platforms are supporting progress towards autonomous networks.
 
Our experts also examine other key themes including operators' hopes to generate more value from AI beyond operational efficiency improvements, especially in terms of new revenue opportunities.

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 impact.
 
Topics for discussion include:

the new IoT eSIM specification, known as SGP.3, and how it will disrupt the IoT value chain

how operators and IoT connectivity providers need to adapt their propositions

the impact of AI on the IoT market. 

For more analysis on IoT, see our IoT Services research programme.