Analysys Mason Podcast

Starlink is moving into US mobile, with a new base station deal with Qualcomm and reports that it may buy Boost Mobile. 

In this episode, Analysys Mason's Tom Rebbeck and James Kirby explore the network Starlink appears to be building on Qualcomm's platform, which could give it the freedom to choose its own vendors or build the whole stack itself. They also discuss what Boost Mobile could bring to Starlink. 

Watch this episode to explore the likely cost and timeline of the build-out, what it could mean for US operators and whether it could speed up the integration of satellite and terrestrial networks and investment in 6G.

The world's largest telecoms operators are still spending more each year, but in Europe and North America operating expenditure (opex) is falling as a share of revenue.  

Behind this overall picture, however, operators are taking very different approaches to managing opex. 

In this episode, our experts Rupert Wood and Michela Venturelli discuss Analysys Mason's latest analysis of opex across Europe, North America and developed Asia–Pacific. They examine how opex has evolved in each region so far in 2026, including the effects of M&A, device costs, Japanese operators' expansion beyond telecoms and China's VAT change.

Customer satisfaction with UK telecoms services has risen for the third year in a row.

Net promoter score (NPS) for both fixed and mobile is now higher than it was before the price-driven dip of 2022–2023. However, the overall figures mask significant differences between operators.

In this episode, our experts Caroline Gabriel and Tom Rebbeck discuss the UK results from Analysys Mason's latest consumer survey, covering more than 20 000 people across 19 countries.

How is AI reshaping the mobile advertising ecosystem and what does it mean for independent ad-tech players?

In this episode, Analysys Mason's Ujjwal Chaudhry and Vanshika Ranjan are joined by Greg MacDonald, founder of Chelsea Strategies, to explore how in-app advertising works, the role of SDKs and real-time auctions, and why trust, distribution and publisher partnerships remain critical sources of competitive advantage.

They discuss the growth of the open internet advertising ecosystem, the rise of consumer AI applications, emerging advertising formats and monetisation models, and how AI is changing everything from ad creation to bidding and audience targeting.

IoT has matured beyond the hype, but many organisations still struggle to scale successful deployments. In this episode, Analysys Mason’s Ibraheem Kasujee speaks with Yannik Kopp, Chief Strategy Officer at Loriot, about how enterprise attitudes to IoT have evolved and what it takes to move from pilot projects to large-scale implementation. 

They discuss the shift from proof of concept to proof of value, the challenges of securing internal buy-in, how organisations can demonstrate business impact beyond cost savings and why a strong operational foundation is essential for long-term success. The conversation also explores how IoT data can unlock new use cases over time and create opportunities for wider digital transformation.