Analysys Mason Podcast

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, explore what really determines success in mobile operator mergers.

They discuss:
- why network synergies are often overestimated
- why IT systems and organisational culture create the greatest risks
- how deals can be set up for success from day one.

If consolidation is on your agenda, this episode highlights the key factors that operators, investors and lenders need to get right.

Learn more about how we support operators, investors and lenders through mobile consolidation.

Get in touch to speak with one of our experts.

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 demand for AI in both domains is further fuelling interest. The prominent entrepreneurs advocating orbital data centres, including Elon Musk, Sam Altman, Jeff Bezos and Eric Schmidt, highlight the considerable activity and hype surrounding orbital data centres.

In this podcast, three of Analysys Mason’s experts, Christopher Baugh, Claude Rousseau and Simon Sherrington, discuss the ‘why’ and ‘how’ of orbital data centres. They examine perspectives from the terrestrial data centre sector, the current challenges facing data centre growth, how these factors are linked to the emerging orbital market and what developments may lie ahead.

Learn more about our recently published report: Orbital data centres: trends and analysis

Learn more about our Earth observation programme

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 in Europe.

In this bite-sized segment Charles explores why 4-to-3 consolidation is firmly back on the agenda, what has changed since earlier European deals, and why recent regulatory decisions are being viewed as a potential inflection point for the sector. He looks at where consolidation activity is most likely to emerge next, the role of network-sharing as an alternative path, and the implications for operators, investors and infrastructure players.

The conversation is particularly relevant for senior decision makers navigating sustained investment pressure, returns on capital and regulatory complexity across European mobile markets.

Explore our thinking on mobile market consolidation here

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) connectivity market and raise the competitive pressure on today’s satellite broadband leaders.

Amazon Leo’s LEO network pairs gigabit class, enterprise-grade performance with deep AWS integration, signalling a cloud-native challenger built for far more than consumer access. Blue Origin’s TeraWave constellation will up the ante with a multi-orbit, ultra-high throughput design aimed squarely at enterprise, government and data-centre workloads. We compare these architectures with Starlink’s model and highlight where features such as symmetrical multi-Tbit/s capacity and built-in redundancy could shift expectations for non-terrestrial networks. We also examine the strategic and operational hurdles both players must clear to compete globally.

Explore our related programmes: 

Satellite Capacity
Satellite Broadband

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 industry may be ‘losing its religion’. Caroline, Chris and Tom also share the one thing that they will be watching most closely in 2026.

Learn more about our research and insights here

Subscriber content here