Financing connectivity: how impact investors are bridging the digital divide
In this episode, Jenny Robertson, Managing Partner at Analysys Mason, spoke with Finnfund’s Kuutti Kilpeläinen, Head of Digital Infrastructure and Solutions Portfolio, and Niklas Simola, Investment Manager, Digital Infrastructure and Solutions, to discuss how investment in digital infrastructure can expand digital access and inclusion in emerging markets.
They explore the challenge of closing coverage gaps and highlight why affordability is key to expanding digital access. They discuss how impact funds can drive meaningful change, supported by Finnfund’s real-world examples and experiences from recent investments that have made a difference for communities in developing countries.
The conversation also looks to the future, and examines new investment opportunities and the transformative potential of satellite connectivity, AI and public–private partnerships to further accelerate digital inclusion.
--------
36:36
--------
36:36
Re-thinking sustainability: Liberty Global's solution for unlocking value from unused tech
In this episode, Grace Langham, Senior Analyst and expert in sustainability and ESG at Analysys Mason, speaks with Manuel Alomar, Re-think Lead at Liberty Blume, a Liberty Global company. They discuss how Liberty Blume's circularity business, Re-think, is helping customers to unlock value from unused assets while supporting more sustainable network upgrades and expansion worldwide.
The conversation highlights the growing importance of tech circularity as the telecoms industry works to reduce e-waste and manage technology more responsibly.
Explore our related content:
How are operators promoting broadband circularity?
Cost and complexity hinder the recycling of broadband equipment
Waste and circularity benchmarks for telecoms operators
--------
14:26
--------
14:26
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.
Learn about Starlink's broadband access plans and pricing tracker 2Q 2025.
--------
14:23
--------
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.
--------
17:46
--------
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.
Portugal