In June 2026, Comcast announced its intention to separate into two independent, publicly traded companies: Comcast (the US cable business) and...
Virgin Media O2’s results for 2Q 2026, published in late July, showed a continuation of previous trends: revenue, mobile subscriber and fixed...
In its first earnings call on 4 August 2026, SpaceX surprised investors by providing information about the terrestrial mobile network that it...
Terrestrial operators should pay close attention to SpaceX’s IPO S-1 filing: it contains clear warning signals. This article explores the...
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...
In this podcast, Charles Murray and Tom Rebbeck discuss what the unwinding of joint ventures tell us about the next phase of European mobile...
Operators have long fixated on EBITDA margins, and this shows no sign of abating. However, this focus may be working against the long-term interests...
On 20 May 2026, the filing document for SpaceX’s IPO, the S-1, was made public. This report examines the results for SpaceX’s...
On 12 May 2026, Telenor announced that its IoT business, Telenor Connexion, was to be moved into a joint-venture vehicle with the investment fund...
On 5 May, Vodafone announced that it had agreed to buy Hutchison’s 49% stake in VodafoneThree in the UK. The deal is the latest in a series of...
