Mobile consolidation is easy to model - but far harder to deliver
Mobile operator consolidation is often straightforward to model, but far more complex to deliver in practice. In this episode, two of Analysys Mason’s experts, Charles Murray and Caroline Gabriel, e...
19 Mar 14min
Orbital versus terrestrial data centres: will space-based computing become viable?
The emerging orbital data centre market is attracting growing interest, driven by the expansion of space-based operations and the increasing challenges associated with terrestrial data centres. Rising...
12 Mar 22min
Is Europe entering a new phase of mobile consolidation?
This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, and Alessandro Ravagnolo, Partner, discussing the renewed momentum behind mobile market consolidation...
4 Mar 6min
Amazon Leo and TeraWave could fast track the next big space market shifts
In this podcast, our space experts, Christopher Baugh, Partner, and Prachi Kawade, Senior Analyst, cover how Amazon Leo and TeraWave from Blue Origin will soon enter the low-Earth orbit (LEO) connecti...
26 Feb 19min
Analysys Mason’s research topics for 2026
In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research in 2026. They explore spectrum, AI and why the telecoms indus...
19 Feb 24min
Predictions for the space industry in 2026
The space industry is entering a decisive phase as satellite connectivity, government investment and new commercial models move from experimentation to large-scale deployment. In this podcast episod...
2 Feb 23min
Analysys Mason TMT M&A predictions 2026
At Analysys Mason, we celebrate every successful deal. In 2025, we supported over 210 deals across a range of technology-enabled services, from traditional telecoms and digital infrastructure to emerg...
22 Jan 30min
TMT predictions 2026: operators are at a crossroads
Telecoms operators will face critical strategic decisions in 2026 as AI investment reshapes the communications infrastructure landscape and intensifies pressure on traditional network economics. In th...
15 Jan 17min
