Andrew Daly

Background

About Andrew Daly

I am a Principal at Analysys Mason, specialising in the economics of digital infrastructure and the design and navigation of technology policy. I use a range of analytical techniques to solve commercial and policy problems across the communications sectors. My work is driven by the belief that robust analysis is the only way to navigate the communications sector’s constant shifts. My experience spans over 20 countries, and I find that the most rewarding projects are those that translate technical nuances into the clear evidence that policy makers and investors need to make decisions with confidence. I provide private strategic advisory work and public-facing thought leadership across four distinct areas of specialism:1. Strategy, market forecasting and digital infrastructure economics- Modelling XGS‑PON adoption scenarios and optimising overbuild and ROI prioritisation- Forecasting B2B connectivity demand and evaluating the commercial impacts of full‑fibre migration on copper/Ethernet revenues- Assessing enterprise–data centre connectivity demand to inform go‑to‑market strategy- Modelling the total economic cost of 1Gbit/s coverage across Europe to support EU Gigabit policy2. Communications, network and digital policy design- Mapping benefits, risks and regulatory implications of AI adoption in telecoms networks- Explaining the economics of network over‑blocking and its policy consequences- Designing modern postal and courier regulatory frameworks for national regulators- Assessing spectrum and technology trade-offs for rural broadband policy3. Network strategy and technology evaluation- Optimising FTTP vs LEO satellite thresholds for rural coverage models- Advising on 5G fixed wireless access (FWA) as a complement to FTTP in rural and hard-to-reach areas- Evaluating deployment economics, bandwidth utilisation, and long‑term cost curves4. Commercial assurance and operational verification- Independent verification of postal QoS against international standards- Verification of MNO–MVNO commercial agreements to ensure charges track underlying network costs- Analytical review of operator strategies, investment models and cost structuresClients value my ability to translate technical detail into clear strategic choices, backed by rigorous evidence and practical judgementFull Profile: