Tom Rebbeck
@tomrebbeck.bsky.social
Partner, Analysys Mason, focused on telecoms services.
I can see areas where more collaboration would be beneficial, but I don't have assumptions as to whether this will happen or not. More likely now than before, I would think.
September 23, 2025 at 9:13 AM
I can see areas where more collaboration would be beneficial, but I don't have assumptions as to whether this will happen or not. More likely now than before, I would think.
Podcast discussing this topic is now up: analysysmason.podbean.com/e/connectivi...
Connectivity and operator growth strategies: lessons from NTT, KT and global trends | Analysys Mason Podcast
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
analysysmason.podbean.com
September 12, 2025 at 11:17 AM
Podcast discussing this topic is now up: analysysmason.podbean.com/e/connectivi...
Yes, that is a big drawback - "we will protect your child (but only about 10% of the time)" is not such a great message.
We have bought a (modern) Nokia 3210. No Wi-Fi, but it does have the snake game.
We have bought a (modern) Nokia 3210. No Wi-Fi, but it does have the snake game.
August 28, 2025 at 4:14 PM
Yes, that is a big drawback - "we will protect your child (but only about 10% of the time)" is not such a great message.
We have bought a (modern) Nokia 3210. No Wi-Fi, but it does have the snake game.
We have bought a (modern) Nokia 3210. No Wi-Fi, but it does have the snake game.
Interestingly, EE recommends a non-smart phone for kids under 11, but doesn't sell any non-smart phones.
Its new Safer SIM, designed for kids, comes with unlimited data. The Safer SIM does look like a good idea, but not fully thought through.
Its new Safer SIM, designed for kids, comes with unlimited data. The Safer SIM does look like a good idea, but not fully thought through.
August 28, 2025 at 3:57 PM
Interestingly, EE recommends a non-smart phone for kids under 11, but doesn't sell any non-smart phones.
Its new Safer SIM, designed for kids, comes with unlimited data. The Safer SIM does look like a good idea, but not fully thought through.
Its new Safer SIM, designed for kids, comes with unlimited data. The Safer SIM does look like a good idea, but not fully thought through.
Principles? Me? No, I just need a cheap SIM for a dumbphone for my son on his commute to school (I'd take a few GBs of data if it worked out cheaper). Interesting that what was once the standard contract is now almost impossible to find.
August 28, 2025 at 2:29 PM
Principles? Me? No, I just need a cheap SIM for a dumbphone for my son on his commute to school (I'd take a few GBs of data if it worked out cheaper). Interesting that what was once the standard contract is now almost impossible to find.