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Analysys Mason Quarterly Apr-Jun 2018

Analysys Mason Quarterly Apr-Jun 2018Welcome to the second issue of the Analysys Mason Quarterly newsletter for 2018, which features our experts' thought leadership on a range of key topics.



MNO capex optimisationMNO capex optimisation using big data analytics delivers measurable actions and benefits

The big data approach jointly developed by Analysys Mason and DataSpark has been used to demonstrate an 11% improvement in RoI compared to an approach that was using only traffic congestion as a basis for site prioritisation. 

The rise of the cloudThe rise of the cloud and the implications for data centres as investment opportunities

While the cloud was introduced more than a decade ago, its adoption has been mostly limited to smaller enterprises or start-ups. In recent years, larger enterprises have started a partial or full migration to cloud services increasing demand for capacity.

Unlocking 5GUnlocking 5G

5G mobile networks and services are expected to help shape day-to-day experiences worldwide. To unlock the full potential of 5G, a widely available and highly capillary network infrastructure will be required.

Investing in fibreInvesting in fibre: sometimes it is better to sell shovels to the prospectors than to dig for gold yourself

Other businesses in the fibre roll-out supply chain provide opportunities for investors to take advantage of the growth in fibre spending without needing to make large upfront capital investments.

Customer data monetisationOperators’ approaches to customer data monetisation in Europe and the USA are diverging due to regulation

Operators in the USA are increasing their efforts in the advertising market thanks to favourable regulatory developments and significant investments. In Europe, however, the introduction of GDPR makes similar initiatives less likely.

Opportunities for new players in the B2B cloud and connectivity space

The market for B2B telecommunication services is experiencing multiple changes including the growth and maturity of private/public cloud services. These changes create both opportunities and threats for investors and operators.