AI is disrupting conventional investment processes: investors should reassess existing as well as new investments

AI is transforming demand, regulation, operational efficiency, and capex requirements across the telecoms, media and technology (TMT) sector. This...

How AI can affect the colocation market

As organisations adopt AI-driven applications and processes, the demand for robust cloud services that can support the related training and inference...

SpaceX and T-Mobile focus on direct satellite-to-smartphone to improve mobile coverage in remote areas

SpaceX and T-Mobile are bringing attention to the direct satellite-to-device...

Analysys Mason is well-placed to advise telecoms operators on FTTP deployments

Analysys Mason has performed over 200 projects related to fibre deployment in the last 3 years. This article highlights several of the common issues...

Fibre carve-out: apparent similarities hide important differences that investors need to understand

Analysys Mason has been fortunate enough to be involved in most fibre transactions of the last few months. We expect that the trend of fibre...

Fibre deployment: the planets are aligned for significant network investment

There has been an impressive number of investments in fibre networks. Competition between potential investors is expected to be fierce. However, the...

France's telecoms regulator ARCEP announces "pivot" toward Internet services, but what are the implications of this ambitious plan?

Analysys Mason and Hogan Lovell review the opposing views over ARCEP's plans to explore the possibility of extending regulation to a category called...

Will we ever see a superfast Europe?

Deployment of superfast broadband in Europe to date has been limited in comparison to leading countries worldwide, and the current economic situation...