Show Notes
In this episode, Analysys Mason experts Tom Rebbeck, Dion Teo and Ismael Moreno-Gomez explore the growing momentum behind mobile consolidation in Asia–Pacific (APAC). They discuss: - recent mobile mergers across APAC- why crowded markets are driving consolidation- where future activity could emerge- how regulators are weighing competition and investment- what operators should consider before pursuing a deal. The discussion highlights that consolidation can unlock significant value for operators, investors and governments – but only if the deal thesis is carefully tested and the regulatory, commercial and technical realities are aligned from the start. Learn more about how we support operators, investors and lenders with mobile consolidation. Get in touch to speak with one of our experts.
More from Analysys Mason Podcast
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.
In its first earnings call on 4 August 2026 following its IPO, SpaceX announced that it “definitely intends” to build a US mobile network, leveraging Starlink Mobile’s constellation and a web of femtocells. In this podcast, our experts explore the results from the early deployment of direct-to-device (D2D) services, the future evolution of costs and capabilities for satellite D2D services, and the competitive threats and opportunities D2D services pose to the mobile network operator (MNO) business.
Direct-to-device (D2D) satellite services are moving from concept to commercial reality, but what will it take to achieve truly seamless connectivity? In this episode, Analysys Mason’s Antoine Grenier and Lluc Palerm are joined by Jeff Giard, Senior Director of Strategic Partnerships and Business Development at T-Mobile USA, to explore the next phase of the D2D market. The discussion covers T-Mobile’s partnership-led approach with Starlink, spectrum challenges to consider, regulation and device compatibility, and the importance of industry-wide collaboration to reduce fragmentation. The speakers also examine how customer expectations are evolving, why seamless handoffs between terrestrial and satellite networks are critical, and what future D2D network architecture could look like.
Traditional GEO satellite operators are redefining their role in an increasingly competitive market. In this episode, Analysys Mason's Lluc Palerm and Prachi Kawade join Es'hailSat's Raghid Shanti to explore how regional players are evolving beyond capacity provision. Their discussion focuses on how GEO satellite operators are embracing multi-orbit architectures, managed services and strategic partnerships to deliver greater value, strengthen customer relationships and compete in the rapidly changing satellite connectivity landscape.
Data centres are under increasing scrutiny as their energy and water demands grow alongside the expansion of AI and cloud infrastructure. In this episode, our experts Simon Sherrington and Grace Langham discuss how governments are responding through stricter sustainability requirements, planning restrictions and new reporting obligations.