The shortage of memory chips for mobile devices is likely to persist throughout 2026, leading to increased smartphone prices. This will create...
IT services are the main driver of B2B revenue growth for most operators worldwide. In contrast, US operators are targeting pockets of growth in the...
In this podcast episode, Alessandro Ravagnolo, Partner, is joined by Caroline Gabriel, Partner, and Charles Murray, Partner, to discuss how telecoms...
Neocloud scale-up will ignite a new M&A cycle in GPUaaS-compatible data-centre infrastructure The combined growth in volumes and rationalisation in tenancies from neoclouds is set to trigger a new wave of infrastructure investments in...
The space industry endured massive transformation in 2025, and the pace of this change will only quicken into 2026. Read on to discover Analysys...
Analysys Mason has been examining today’s dynamics and disruptions to predict what will shape risks and opportunities during 2026. Our nine predictions explore the dissolving of AI hype, how fixed and mobile operators will respond to D2D, hyperscalers and data-centre specialists, and the sharpening focus on infrastructure resilience.
In 2026, growing confidence in neocloud, combined with the need for greater revenue security, will establish a ‘new normal’: larger,...
Satellite direct-to-device (D2D) services are now a reality. These services will scale up very rapidly and be in everyone’s hands in the coming...
Trillions in AI investment has so far produced some spectacular sparks of positivity, but too much is wasted on ill-defined...
The traditional race towards higher peak speeds in mobile networks is giving way to the recognition that reliable mobile coverage is essential, and...