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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 w...
Space sovereignty is being reshaped by an urgent consideration: what must nations and operators own, and what can they reliably access through trusted partnerships?
This podcast explores the commercial and strategic forces driving decisions across multi-orbit systems and national space ambitions. With insights from our Space experts Dallas Kasaboski, Alex Clark and Chr...
In this episode, Analysys Mason partners Alessandro Ravagnolo and Caroline Gabriel discuss impending 6G deployments and the implications for towercos in the early 2030s. Topics of debate include:
What do we know about 6G so far, and when will it become a reality? How will 6G differ from 5G, and will it address some of the challenges of 5G for towercos? How soon...