Fixed connectivity remains one of the main drivers of telecoms operators' enterprise revenue and is critical to their participation in high-growth areas such as cloud and security services. Established operators are striving to maintain their dominance in this market, but it has become increasingly difficult for them to stand out from the competition.

In this episode, Tom Rebbeck and Catherine Hammond, experts in operator business services, explore actionable strategies that operators can use to gain a short-term competitive edge in fixed connectivity. Their discussion draws on insights from recent interviews with leading operators across the industry.

Read the associated free article and subscriber reports: Telecoms operator strategies for differentiating fixed connectivity for enterprises: case studies and analysis, Telecoms operator strategies for differentiating fixed connectivity for enterprises.

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.

In this episode, Analysys Mason's Sabre Konidaris, expert in sustainability, talks with Sylvie Lienard, Chief Technology Officer at TOTEM.

TOTEM is a leading telecoms tower company in France and a subsidiary of the Orange Group. It focuses on the development, management and operation of telecoms infrastructure, with a strong emphasis on sustainability and innovation. TOTEM’s mission is to provide high-quality, futureproof connectivity solutions, while minimising environmental impact.

In this podcast, Sabre and Sylvie discuss:

• TOTEM’s pioneering role in sustainable telecoms infrastructure in France
• TOTEM’s 3D investment strategy that integrates ESG principles
• how TOTEM balances revenue growth with environmental responsibility
• insights from TOTEM’s research on the future of telecoms towers
• the challenges and opportunities in reducing carbon footprints in the telecoms industry.

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

New, large constellations will increase the demand for small satellites. SpaceX and established players will aim to control much of the market, but industry inefficiencies will persist, and small satellite launch service providers will have to find and make a place of their own. Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss how the vendors in this space need to address: the sizeable number of small satellites to be launched; the intensity of competition from established players; and the challenges of technology development.

Read the associated articles - small satellite launchers, satellite providers strategy.

Read the associated report.

Tom Rebbeck, Partner and expert in TMT consumer and business services, discusses telecoms operators' revenue growth initiatives with Stefano Porto Bonacci and Ben Taylor, consumer services experts. They describe the three main strategies that operators worldwide have adopted to increase their revenue.

Learn more in the associated article and report.

In this episode, Claude Rousseau, Research Director and expert in space and satellite, speaks with Minda Suchan, Vice President of Geointelligence at MDA Space. They discuss the intersection of geospatial intelligence and AI in the synthetic aperture radar (SAR) Earth observation (EO) market. Minda shares her knowledge and perspectives on:

• how the complexity in SAR image processing is affecting adoption and insights and how to remove these complexities with AI/ML in end-user downstream analytics markets
• the differentiation that generative AI (GenAI) can bring to customers’ applications in addition to enabling deep learning for insight generation
• the use cases that AI enables, and which use cases will be slow to adopt the technology
• how AI/ML is moving towards self-learning while also automating processes for geospatial intelligence
• when will we see ChatGPT-like platforms being adopted in EO
• the top three recommendations for anyone looking to implement AI/ML in the EO value chain.

Tune in to gain valuable insights from Minda Suchan and learn how AI is reshaping the geospatial intelligence and SAR EO markets.

Find out more about our Earth observation progamme.

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.

In this episode, Analysys Mason's Stela Bokun talks with Kathleen Fiehrer, Sustainability Technologist at Intel.

Intel is one of the world’s largest semiconductor chip manufacturers which, for the last 50 years, has enabled its customers to capitalise on the power of digital technology.

In this podcast, Stela and Kathleen discuss:

• the semiconductor industry's path to net zero and key challenges ahead

• how ESG and sustainability requirements are reshaping business practices and strategies

• Intel's innovative initiatives to reduce carbon footprints and achieve sustainability goals

• the impact of sustainability on the PC market and the importance of repairability.

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.

In this podcast, Christopher Baugh, Partner and expert in space and satellite, and Sarah Halpin, Analyst and expert in space and satellite, discuss the changes in the government and military space market, where dramatic shifts in geopolitical stability are driving market demand and growth worldwide. They explore how innovative approaches to service provisioning are changing the sector’s landscape and discuss the areas in which commercial players see new potential.

The influx of new incumbents such as Starlink and Kuiper, coupled with growing interest in the integration of best practices from commercial satellite communications (comsatcom) and military satellite communications (milsatcom), requires enhanced planning to ensure successful client engagement.

As the complexity of the sector increases, so too does the opportunity for revenue capture. Chris and Sarah discuss how ensuring that engagement strategies target the right time and place will be key.

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole.

In this episode, Analysys Mason's Maria Tunberg, Partner and expert in sustainability, talks to Max Engardt, Senior Manager of Asset Management at Infranode.

Infranode is an investor specialising in essential infrastructure, mainly within the Nordic region. The goal of Infranode is to create long-term value for investors and society through responsible and sustainable ownership and management. The focus of its infrastructure investing is within the energy, transport, digital and social infrastructure sectors and it partners with both the private and public sector to create stable, predictable returns.

In this podcast, Maria and Max discuss:

• how Infranode incorporates ESG principles into every aspect of its operations and investments
• Infranode’s Net Zero 2040 commitment and how that is being implemented throughout its portfolio
• the importance of ESG due diligence in investment decisions and its impact on project approval
• the role of active ownership in driving sustainability and the emphasis on health and safety
• establishing measurable and actionable KPIs to ensure sustainability goals are met
• exploring the immediate sustainability opportunities in digital infrastructure
• predictions for the next decade in digital infrastructure, focusing on cross-sector collaborations like using waste heat from data centres for district heating
• the impact of regulatory frameworks on sustainable investment opportunities and strategies.

Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here.