Quarterly

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  • 24 April 2018
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Investing in fibre: sometimes it is better to sell shovels to the prospectors than to dig for gold yourself

Fibre assets are very capex intensive businesses and are large investment tickets. Conversely, other businesses in the fibre roll-out supply chain pro...

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  • 24 April 2018
  • Article
Unlocking 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 an...

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  • 24 April 2018
  • Article
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, the...

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  • 24 April 2018
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The 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, larg...

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  • 24 April 2018
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MNO 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...

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  • 31 January 2018
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Analysys Mason Quarterly Jan-Mar 2018

Thought leadership included in this edition Top 10 predictions for telecoms 2018 Top 10 predictions for the telecoms media and digital services sector...

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  • 30 January 2018
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Investor valuations indicate that traditional TV players must adapt to TV over IP or else face an uncertain future

Internet-driven innovation is accelerating the transformation of the video and TV markets worldwide.  As a result, we are seeing valuation multip...

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  • 30 January 2018
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Binding roll-out commitments are necessary for network protection in low density areas

In areas where market conditions do not support next-generation access (NGA) roll-out on a commercial basis, local authorities can intervene and provi...

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  • 30 January 2018
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The submarine cable industry: new investment opportunities and key trends

After nearly a decade of limited investment in submarine cables, the last few years have seen a marked increase in the number of new cables all over t...

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  • 30 January 2018
  • Article
Cellular V2X (C-V2X) could fulfil a market need, if the commercial timing is right

The 5GAA commissioned Analysys Mason to conduct a study on the socio-economic benefits of C-V2X in Europe after recognising that the European Commissi...

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