FTTP wholesale trends: the impact of inflation and competition on bitstream pricing

Bitstream FTTP pricing is subject to three sets of conflicting pressures, which we examine in this article. The data comes from our annual 'Wholesale...

Operators view cost saving and coverage as the two main drivers for network sharing

The benefits of network sharing are becoming increasingly visible. Based on Analysys Mason’s latest survey, out of 31 operators engaged in a...

Operators should capitalise on their strong cloud revenue growth rates with further investment

Operators' cloud revenue growth rates increased in 2022 while those for hyperscaler cloud units and SaaS providers declined. This is positive for...

Operators in emerging markets must prioritise Wi-Fi as a key part of their broadband tiering strategies

Telecoms operators in emerging markets are missing out on the majority of in-home connectivity value because they do not sell Wi-Fi access points as...

WhatsApp’s new pricing will accelerate the adoption of its business messaging services

WhatsApp revised the pricing of its application-to-person (A2P) messaging service, WhatsApp for Business, in July 2025. The new prices are lower and...

New MVNOs from challenger banks will try to disrupt the telecoms market with more than just low prices

A number of new MVNOs are launching in Europe. We explore how N26 and Revolut (and possibly Octopus Energy) will look to win mobile customers in a...

The rationale for recent asset repurchases may resonate with operators

TIM Brasil’s repurchase of its fibre carve-out I-Systems is one of a number of asset repurchases in fibre and towers. We assess whether this is...