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IoT has matured beyond the hype, but many organisations still struggle to scale successful deployments. In this episode, Analysys Mason’s Ibraheem Kasujee speaks with Yannik Kopp, Chief Strategy Officer at Loriot, about how enterprise attitudes to IoT have evolved and what it takes to move from pilot projects to large-scale implementation.  They discuss the shift from proof of concept to proof of value, the challenges of securing internal buy-in, how organisations can demonstrate business impact beyond cost savings and why a strong operational foundation is essential for long-term success. The conversation also explores how IoT data can unlock new use cases over time and create opportunities for wider digital transformation.

In its first earnings call on 4 August 2026 following its IPO, SpaceX announced that it “definitely intends” to build a US mobile network, leveraging Starlink Mobile’s constellation and a web of femtocells.   In this podcast, our experts explore the results from the early deployment of direct-to-device (D2D) services, the future evolution of costs and capabilities for satellite D2D services, and the competitive threats and opportunities D2D services pose to the mobile network operator (MNO) business.

Direct-to-device (D2D) satellite services are moving from concept to commercial reality, but what will it take to achieve truly seamless connectivity? In this episode, Analysys Mason’s Antoine Grenier and Lluc Palerm are joined by Jeff Giard, Senior Director of Strategic Partnerships and Business Development at T-Mobile USA, to explore the next phase of the D2D market.  The discussion covers T-Mobile’s partnership-led approach with Starlink, spectrum challenges to consider, regulation and device compatibility, and the importance of industry-wide collaboration to reduce fragmentation. The speakers also examine how customer expectations are evolving, why seamless handoffs between terrestrial and satellite networks are critical, and what future D2D network architecture could look like.

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.

Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say? In this Analysys Mason podcast, our experts break down the IPO filing document, the S-1, to understand how Starlink is growing, how it is pricing its services and whether its margins can last. They also explore what the filing reveals about the future of satellite and telecoms competition. To learn more about our work in this area, explore Analysys Mason’s expertise in fixed services, satellite broadband and satellite D2D.

Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange. In this podcast, Charles Murray and Tom Rebbeck discuss what these moves tell us about the next phase of European mobile consolidation. They explore how JV unwinds sit alongside 4-to-3 mergers, what they mean for market structure, and whether they can support the EU’s ambition to build stronger European champions. The discussion builds on the themes raised in this article.  To learn more about our work in this area, explore Analysys Mason’s expertise in mobile consolidation.

Space sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access through trusted partnerships? This podcast explores the commercial and strategic forces driving decisions across multi-orbit systems and national space ambitions. With insights from our Space experts Dallas Kasaboski, Alex Clark and Christopher Baugh, it offers a timely look at the factors that matter most in sovereign access to space. Learn more about our related programmes: Defence and Sovereign Space Satellite Manufacturing and Launch

In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate include: What do we know about 6G so far, and when will it become a reality? How will 6G differ from 5G, and will it address some of the challenges of 5G for towercos? How soon do towercos need to start planning for 6G? Which spectrum and antenna technologies will be central to 6G? Will 6G drive a significant new wave of operator spending on cell sites? How will 6G affect master services agreement (MSA) renewal negotiations in the next few years? Explore our related content: https://www.analysysmason.com/featured-topic/communications-infrastructure/  https://www.analysysmason.com/research/content/data-set/6g-rd-tracker-rma18/

In this episode, Analysys Mason experts Tom Rebbeck, Dion Teo and Ismael Moreno-Gomez explore the growing momentum behind mobile consolidation in Asia–Pacific (APAC). They discuss: - recent mobile mergers across APAC - why crowded markets are driving consolidation - where future activity could emerge - how regulators are weighing competition and investment - what operators should consider before pursuing a deal. The discussion highlights that consolidation can unlock significant value for operators, investors and governments – but only if the deal thesis is carefully tested and the regulatory, commercial and technical realities are aligned from the start. Learn more about how we support operators, investors and lenders with mobile consolidation. Get in touch to speak with one of our experts.

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