• the new IoT eSIM specification, known as SGP.3, and how it will disrupt the IoT value chain
• how operators and IoT connectivity providers need to adapt their propositions
• the impact of AI on the IoT market.

Starlink is the engine behind the SpaceX IPO story, but what do the numbers really say?

In this Analysys Mason podcast, our experts break down the IPO filing document, the S-1, to understand how Starlink is growing, how it is pricing its services and whether its margins can last. They also explore what the filing reveals about the future of satellite and telecoms competition.

To learn more about our work in this area, explore Analysys Mason’s expertise in fixed services, satellite broadband and satellite D2D.

Europe’s telecoms market is shifting again with the unwinding of the joint ventures owning VodafoneZiggo, VodafoneThree and MasOrange.

In this podcast, Charles Murray and Tom Rebbeck discuss what these moves tell us about the next phase of European mobile consolidation. They explore how JV unwinds sit alongside 4-to-3 mergers, what they mean for market structure, and whether they can support the EU’s ambition to build stronger European champions.

The discussion builds on the themes raised in this article.

To learn more about our work in this area, explore Analysys Mason’s expertise in mobile consolidation.