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.

In this episode, Catherine Hammond, Research Director, and Adaora Okeleke, Principal Analyst, explore how operators can generate new revenue by offering AI services to enterprise customers. They draw on recent research to discuss the most promising AI solutions, opportunities for differentiation and how telecoms operators can compete with hyperscalers and other technology providers.

Access the related report: Enterprise AI services: 13 operator case studies and analysis Read the associated articles: Operators’ enterprise AI service portfolios extend far beyond AI infrastructure services Operators can generate substantial revenue from AI services even without big investments in infrastructure

In this episode, Tom Rebbeck, Partner, and Martin Scott, Research Director, draw on our latest research to explore telecoms operators’ revenue growth strategies. They discuss why connectivity is still central to most operators’ plans, their reduced focus on adjacent growth initiatives and what makes NTT and KT stand out from the competition. The conversation offers insights for telecoms executives, investors and regulators about the risks and opportunities shaping operator business models.

Further reading related to this podcast:

Operators are relying on connectivity for growth, but this may not be enough

Operator growth strategies: case studies and analysis (volume VII)

Digi’s approach is one that other operators could learn from

Iliad’s central telecoms strategy is similar to that of most operators, but the details have lessons for others

MVNOs from challenger banks aim to disrupt telecoms market

Community Fibre highlights the threat of the pureplay fibre model

KDDI’s results demonstrate the challenges of entering new markets

SK Telecom is investing heavily in its AI revenue goal

Adaora Okeleke, Principal Analyst and expert in AI and data management at Analysys Mason, speaks to Dave Duggal, Founder and CEO of EnterpriseWeb, to explore how agentic AI can help telecoms operators realise their ambitions for autonomous operations. Drawing on insights from Analysys Mason’s reports Understanding AI agents in telecoms and Addressing the AI agent interoperability challenge, they discuss how operators can apply agentic AI and the concept of ‘ontology’ to achieve their autonomous operations objectives.

They discuss:

• operators’ objectives and vision for adopting agentic AI
• the current state of adoption and the challenges operators face in deploying agentic AI today
• practical steps to overcome these challenges and progress towards autonomous operations

This discussion offers clear, actionable perspectives for decision makers seeking to understand the potential of agentic AI and how to apply it effectively to automate telecoms operations.

Learn more about the related reports: Understanding AI agents in the telecoms industry and Addressing the challenge of AI agent interoperability.

In this episode, Joseph Attwood, Analyst, and Michelle Lam, Senior Analyst, discuss the need for telecoms operators to evolve their approach to network automation if they hope to achieve their autonomous networking goals.

They explore the two pathways that operators can follow to overcome the limitations of NFV MANO. The first of these pathways is to implement cloud-native automation based on Kubernetes’s orchestration capabilities and GitOps methodologies. The second is for operators to adapt their network automation as ETSI evolves its NFV MANO architecture to the new Telco Cloud MANO architecture.

Joseph and Michelle discuss the advantages and trade-offs of each pathway as well as which approach various operators are likely to adopt.

Read the related strategy report and article.

As fixed broadband providers upgrade home broadband equipment or as consumers switch providers, a growing stream of electronic waste such as modems, routers and set-top boxes is produced. Managing this e-waste is both costly and complex, and operators often fall short in transparently reporting on the disposal of home broadband equipment.

In this podcast episode, analysts Grace Langham and Donye Liu explore the progress and challenges operators face in building circularity into their home broadband hardware. They also highlight initiatives from operators that are working to responsibly recover, reuse and recycle obsolete equipment.

Read the related article.

The US Golden Dome programme offers a significant prospect for satellite manufacturers and related players. This proposed multi-layered network of satellites aims to improve and consolidate the US military’s security and prevalence in space, via a large number of highly capable satellites and support infrastructure. Manufacturers and vendors capable of delivering on time, at cost and with competitive offerings will benefit from the significant budget allocations. However, there havebeen challenges related to manufacturers and supply chains for similar programmes. Such challenges must be properly navigated in this programme to best meet the opportunity ahead.

Our space and satellite experts, Christopher Baugh and Dallas Kasaboski, discuss these issues in this episode of the Analysys Mason podcast.

See related report and tracker.