Starlink in the S-1 filing: what the numbers really say
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 Starl...
9 Jun 27min
The unwinding of European joint ventures and its impact on consolidation
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 thes...
4 Jun 12min
Space sovereignty starts with access
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 commercia...
28 Mai 20min
What should towercos expect from 6G?
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: Wha...
22 Mai 44min
Mobile consolidation in APAC: scale, spectrum and regulation
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 mer...
6 Mai 16min
Why telecoms operators need to look beyond EBITDA for business divisions
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 oper...
30 Apr 14min
Amazon makes its (long-expected) entry into satellite D2D with its USD11.6 billion acquisition of Globalstar
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 ...
16 Apr 21min
Transformation unlocks the real value in mobile consolidation
In this episode, two of Analysys Mason's leading experts, Tom Rebbeck and Paul Jevons, explore mobile consolidation through the lens of transformation and value creation. They focus on what it takes t...
26 Mar 15min
