Analysys Mason Podcast

In this podcast, Gilles Monniaux, Principal at Analysys Mason, speaks with Ahmed Haddad, Technical Advisor at Arcep, about the French regulator’s approach to the evolution of wireless networks and digital sustainability. They begin by discussing a study conducted by Analysys Mason on behalf of Arcep on the evolution of the uses of wireless telecoms networks and on the dimensioning of those networks. They also explore digital sustainability and how Arcep incorporates it into its work. Topics include: the potential evolution of wireless network use cases (evolution of demand) the ability of wireless networks to increase their capacity through developments such as refarming, increased network sharing, the use of new spectrum bands, etc. (evolution of networks) how the study uses scenarios to assess the impact of the uncertainty associated with the evolution of both demand and networks the environmental impact hotspots in the ICT sector, including devices, networks and data centres how a regulator like Arcep integrates sustainability into its regulatory policy and the role national/international collaboration plays into that. This episode offers practical insights for policy makers, operators and stakeholders on balancing network innovation with environmental responsibility. Read the related report: https://en.arcep.fr/fileadmin/reprise/dossiers/frequences/etude-usages-et-reseaux_sept2025/study-executive-summary_evolution-uses-telecoms-networks_ENG_sept2025.pdf Read more work on Arcep’s work on digital sustainability: https://en.arcep.fr/arcep/arcep-europe-international/digital-sustainability.html Learn more about Analysys Mason's regulation and policy services: Regulation and policy for telecoms, media and technology (TMT)

Sovereign military satellite communication (satcom) networks are evolving from closed systems to hybrid architectures that integrate commercial satellite capacity to meet growing demand. In this episode, Christopher Baugh, Partner, speaks with Luke Wyles, Analyst, about how commercial satcom services are currently procured and integrated, as well as the associated security, governance and co-ordination challenges for governments. They discuss why secure, zero-trust orchestration is becoming central to hybrid military satcom architectures, and how this aligns with alliance initiatives such as IRIS2 and the NATO Commercial Space Strategy. Learn more about Analysys Mason's Space research and insights.

In this episode, Tom Rebbeck, Partner and expert in telecoms services, and Jonathan Daniel, Analyst, discuss the latest trends across financial KPIs. They examine how revenue, EBITDA, capex and operating cashflow have evolved over the 12 months to 3Q 2025 and highlight the most notable shifts in operators’ financial performance. Read the related report: Operators’ financial KPIs: trends and analysis Visit Analysys Mason DataHub

Government funding plays a crucial role in the space industry; it supports both emerging and established companies. In this episode, Christopher Baugh, Partner at Analysys Mason, speaks with Dallas Kasaboski, Principal Analyst at Analysys Mason, and Craig Brown, Director of Investment at the UK Space Agency (UKSA). They discuss why government support is essential for the health of the space sector and how it is deployed, including grants, subsidies, contracts and other mechanisms. The conversation explores: current government support initiatives for the space industry in the UK and how they are deployed which organisations benefit most from government funding and why commercial markets still require support how government intervention supports start-ups as they scale and work towards sustainability the role of public funding in helping companies to raise private investment the outlook for space security and defence programmes in the current geopolitical climate how funding aligns with the various stages of technology development how private-sector space companies should approach and use government support. This episode also provides insight into how public-sector support influences space market growth, investment and long-term sustainability.

Adaora Okeleke, Principal Analyst at Analysys Mason, speaks with Matt Anderson, Head of Cloud IT Telecom Solutions at Google Cloud, and Tunc Yorulmaz, Senior Managing Director and Global Lead for Cloud First Networks at Accenture. They share insights from Analysys Mason’s perspective, GenAI in the network: CSP progress in adopting GenAI for network operations. They discuss how telecoms operators are using generative AI (GenAI) for network operations. Topics include: early learnings from GenAI deployments in telecoms networks key challenges that operators face when applying AI to network operations and automation how agentic AI could support the future evolution towards autonomous networks. This episode offers clear, practical guidance for telecoms executives and network leaders that are looking to scale GenAI, cloud and automation in their networks and understand the emerging role of agentic AI in network transformation.