Analysys Mason Podcast

How is AI reshaping the mobile advertising ecosystem and what does it mean for independent ad-tech players? In this episode, Analysys Mason's Ujjwal Chaudhry and Vanshika Ranjan are joined by Greg MacDonald, founder of Chelsea Strategies, to explore how in-app advertising works, the role of SDKs and real-time auctions, and why trust, distribution and publisher partnerships remain critical sources of competitive advantage. They discuss the growth of the open internet advertising ecosystem, the rise of consumer AI applications, emerging advertising formats and monetisation models, and how AI is changing everything from ad creation to bidding and audience targeting.

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.