In this episode, Tom Rebbeck, Partner and expert in telecoms services, and Jonathan Daniel, Analyst, discuss the latest trends across financial KPIs. They examine how revenue, EBITDA, capex and operating cash flow have evolved over the 12 months to 3Q 2025 and highlight the most notable shifts in operators’ financial performance.

Read the related report: Operators’ financial KPIs: trends and analysis

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Government funding plays a crucial role in the space industry; it supports both emerging and established companies. In this episode, Christopher Baugh, Partner at Analysys Mason, speaks with Dallas Kasaboski, Principal Analyst at Analysys Mason, and Craig Brown, Director of Investment at the UK Space Agency (UKSA). They discuss why government support is essential for the health of the space sector and how it is deployed, including grants, subsidies, contracts and other mechanisms.

The conversation explores:

• current government support initiatives for the space industry in the UK and how they are deployed
• which organisations benefit most from government funding and why commercial markets still require support
• how government intervention supports start-ups as they scale and work towards sustainability
• the role of public funding in helping companies to raise private investment
• the outlook for space security and defence programmes in the current geopolitical climate
• how funding aligns with the various stages of technology development
• how private-sector space companies should approach and use government support.

This episode also provides insight into how public-sector support influences space market growth, investment and long-term sustainability.

Adaora Okeleke, Principal Analyst at Analysys Mason, speaks with Matt Anderson, Head of Cloud IT Telecom Solutions at Google Cloud, and Tunc Yorulmaz, Senior Managing Director and Global Lead for Cloud First Networks at Accenture. They share insights from Analysys Mason’s perspective, GenAI in the network: CSP progress in adopting GenAI for network operations.

They discuss how telecoms operators are using generative AI (GenAI) for network operations. Topics include:

• early learnings from GenAI deployments in telecoms networks

• key challenges that operators face when applying AI to network operations and automation

• how agentic AI could support the future evolution towards autonomous networks.

This episode offers clear, practical guidance for telecoms executives and network leaders that are looking to scale GenAI, cloud and automation in their networks and understand the emerging role of agentic AI in network transformation.

In this episode, Jenny Robertson, Managing Partner at Analysys Mason, spoke with Finnfund’s Kuutti Kilpeläinen, Head of Digital Infrastructure and Solutions Portfolio, and Niklas Simola, Investment Manager, Digital Infrastructure and Solutions, to discuss how investment in digital infrastructure can expand digital access and inclusion in emerging markets.

They explore the challenge of closing coverage gaps and highlight why affordability is key to expanding digital access. They discuss how impact funds can drive meaningful change, supported by Finnfund’s real-world examples and experiences from recent investments that have made a difference for communities in developing countries.

The conversation also looks to the future, and examines new investment opportunities and the transformative potential of satellite connectivity, AI and public–private partnerships to further accelerate digital inclusion.

In this episode, Grace Langham, Senior Analyst and expert in sustainability and ESG at Analysys Mason, speaks with Manuel Alomar, Re-think Lead at Liberty Blume, a Liberty Global company. They discuss how Liberty Blume's circularity business, Re-think, is helping customers to unlock value from unused assets while supporting more sustainable network upgrades and expansion worldwide.

The conversation highlights the growing importance of tech circularity as the telecoms industry works to reduce e-waste and manage technology more responsibly. Explore our related content: How are operators promoting broadband circularity? Cost and complexity hinder the recycling of broadband equipment Waste and circularity benchmarks for telecoms operators

Starlink has become the most disruptive force in the satellite industry, and the new service-level agreement (SLA) guarantees for its ‘Priority’ packages add to the disruption.

In this episode, space and satellite experts Christopher Baugh and Lluc Palerm discuss how these developments are changing competition in high-value verticals such as backhaul, enterprise and maritime. They explore how traditional satellite connectivity providers can defend their positions, differentiate their services and continue to deliver value in an increasingly Starlink-dominated market.

Learn about Starlink's broadband access plans and pricing tracker 2Q 2025.

In this episode, Adaora Okeleke, Principal Analyst and expert in AI and data management platforms, speaks with Laurent Laisney, Telecoms Industry Strategist at Teradata. Together, they explore how hybrid data cloud deployment models can help telecoms operators to modernise their data environments and scale AI adoption. They draw on insights from Analysys Mason’s Modernising CSPs' data architectures for network analytics/AI-driven automation to discuss:

• the factors slowing down operators’ adoption of AI
• how hybrid data cloud can address these challenges
• the key requirements operators should consider when deploying hybrid models.

This discussion offers clear, actionable perspectives for decision makers on the role of hybrid data cloud in enabling AI adoption in the telecoms industry.

In this episode, Christian Fischer, Senior Principal, speaks with Christopher Hellmann, Chief Transformation Officer at Manage Now and Associate Director at private equity group Aequita. Together, they explore the transformation of Manage Now following its 2024 carve-out from Fujitsu Services.

The discussion covers the strategy that reshaped the business, including redefining the go-to-market approach, streamlining operations and building a customer-centric medium-sized IT services company. Christopher shares candid insights into the challenges, breakthroughs and bold decisions that turned the carve-out into a high-impact value creation story.

Hear what made this transformation a success and what lies ahead for Manage Now, with lessons for operators, investors and IT services leaders that are navigating carve-outs and strategic change.