Powering investment strategies for communications infrastructure
AI, cloud and new network architectures are transforming the way that communications infrastructure is built, owned and monetised.
Ownership of this infrastructure is increasingly complex, as are the investment decisions required. As a result, operators, investors and infracos face fundamental choices about where to play and how to partner. Without a clear view of the full value chain, ill-informed investments risk pushing businesses to the sidelines — or out of the market entirely.
Leaders must take a holistic, data-driven approach to define their commercial strategies in the next era of communications infrastructure.
Analysys Mason gives clients a complete view of the ecosystem. It is at the heart of what we do. We provide information, data, insight and guidance to help clients spot opportunities, manage risks and make confident decisions in a very confusing, changing landscape.
Partner, expert in communications infrastructure and networksThe next decade will define the future of communications infrastructure. Organisations that act decisively now – using clear, data-driven strategies – will be best placed to navigate change, manage risk and invest with confidence.
How we support our clients
Research
- Comprehensive market data
- Detailed capex, coverage and deployment forecasts
- End‑to‑end ecosystem mapping and insight
- Technology and architecture analysis and predictions
- Benchmarking of ownership and investment models
- Analysis of risks, opportunities and value drivers
- Evidence for confident decision‑making
Strategy
- Infrastructure strategy
- Emerging technologies strategy
- Spectrum policy
- Infrastructure / compute policy
- Service coverage, quality and resilience
- Scarce resource management
Transaction
- Commercial and contractual due diligence
- Asset quality and monetisation assessment
- Value creation and synergy analysis
- Business model and risk assessment
- Portfolio review and investment prioritisation
- Evidence for investment and financing decisions
Modern communications: a web of interconnected systems
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Client projects
Developing a go-to-market strategy and a first-of-its-kind business case for an Asian telecoms operator’s entry into the GPUaaS market
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Assessing how LEO satellite could be a cost-effective broadband option to serve remote and rural areas of Europe for Amazon
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Shaping an investment-ready non-terrestrial network direct-to-device business plan for a satellite operator
Find out moreOur insights
Shaping an investment-ready non-terrestrial network direct-to-device business plan for a satellite operator
Find out more
Assessing how LEO satellite could be a cost-effective broadband option to serve remote and rural areas of Europe for Amazon
Find out moreMeet the team
Caroline Gabriel
Partner, expert in communications infrastructure and networks
Christopher Baugh
Partner, expert in space and satellite telecoms
Alessandro Ravagnolo
Managing Partner, Co-Head of Transaction Practice
Charles Murray
Partner, expert in transaction services
Rupert Wood
Research Director, expert in infrastructure, fixed networks and wholesale
Simon Sherrington
Research Director, expert in fibre infrastructure and sustainability
Lluc Palerm
Research Director, expert in satellite communications
Janette Stewart
Partner, expert in spectrum policy, pricing and valuation
Franck Chevalier
Head of Technology
Patrick Kidney
Partner