Do cablecos need to reconsider their technology strategies?

Do cablecos need to reconsider their technology strategies?

In this episode, Tom Rebbeck, Partner and expert in TMT consumer and business services, talks with Simon Sherrington, Research Director and expert in fibre infrastructure and sustainability, about FTTP network expansion in the USA and how it is affecting US cable operators (cablecos).

They discuss how the rapid expansion of FTTP networks is leading to increasing overlap between fibre broadband and cable broadband networks, how cablecos are losing market share and what this might mean for the future. In this context, they discuss how cablecos’ network upgrade strategies may be putting them at a cost disadvantage, and consider the alternative options that are open to these players.

Learn more about our Fibre Infrastructure programme or visit our related article.

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Episoder(100)

Loriot on scaling IoT: from proof of concept to proof of value

Loriot on scaling IoT: from proof of concept to proof of value

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 Offic...

23 Sep 19min

Could Starlink Mobile and satellite D2D disrupt the MNO business?

Could Starlink Mobile and satellite D2D disrupt the MNO business?

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 femto...

19 Aug 26min

D2D: T-Mobile’s path to seamless connectivity

D2D: T-Mobile’s path to seamless connectivity

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...

4 Aug 31min

What's next for GEO satellite operators

What's next for GEO satellite operators

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...

28 Jul 15min

Data centres: balancing growth, regulation, resilience and sustainability

Data centres: balancing growth, regulation, resilience and sustainability

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 Langh...

21 Jul 16min

What works when communications fail: resilience, emergency response and humanitarian connectivity

What works when communications fail: resilience, emergency response and humanitarian connectivity

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 Gi...

14 Jul 18min

What DTW Ignite 2026 revealed about the future of AI in telecoms

What DTW Ignite 2026 revealed about the future of AI in telecoms

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 o...

3 Jul 23min

What's next for IoT connectivity?

What's next for IoT connectivity?

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 imp...

18 Jun 18min

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