Telecoms.com Podcast - podcast cover

Telecoms.com Podcast

Telecoms.comwww.telecoms.com
Once a week we get together in a studio somewhere in London to take the piss out of telecoms and technology for an hour or so.
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Episodes

Nokia, roaming and Ofcom censorship

The guys are giving Mobile World Congress 2021 a miss due to all the associated Covid hassle, so they try to assuage their FOMO with some vaguely Spanish refreshments from Tesco. They start by reviewing the recent reboot of Nokia’s 5G portfolio, which Iain reckons is a big deal. They move on to EE’s contentious decision to start charging its customers for data roaming in Europe and conclude with a look at a new UK law that would allow Ofcom to censor digital speech. Stay up to date with the most...

Jun 28, 20211 hr 2 min

Vodafone, Euro 5G and G7 vs China

The lads cunningly record this one the day before the UK was struck by a monsoon. They start by reviewing a big week for Vodafone, which brought them into contact with a former podcast regular. They move on to discuss Ericsson’s conclusion that Europe is dropping the ball on 5G before concluding with a look at recent moves by western countries to gang up on China over the tech industry. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily new...

Jun 21, 20211 hr 13 min

OpenRAN, Altice and public cloud

The guys battle through a self-imposed beer shortage to bring you this week’s pod. They start with Iain’s deep dive into the OpenRAN vendor environment, which is looking less open by the day. They move on to the decision by Altice to buy a big chunk of BT before concluding by contemplating what a global internet outage says about our reliance on the public cloud. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE ...

Jun 14, 202158 min

Automation, Harmony OS and US trade policy

The lads lament the late spring weather but resolve to go out after recording the pod regardless. They start by looking at automation, specifically as it affects headcount among major operators. They move on to the launch of Huawei’s HarmonyOS Android alternative and discuss how likely it is to succeed, before concluding with a critique of America’s increasingly heavy handed approach to trade. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com da...

Jun 07, 20211 hr 1 min

Huawei, censorship and OpenRAN

The guys are reduced to drinking water this week as adulthood finally catches up with them. They start by discussing a leaked Huawei internal memo that seemed to indicate a more belligerent stance. They move on to Scott’s pet topic of censorship, with social media companies competing with governments to see who can restrict speech more, before concluding with Iain’s critique of regulators poking their nose into OpenRAN. Stay up to date with the most important telecoms stories from around the wor...

Jun 01, 20211 hr 3 min

MWC 2021, WarnerMedia, profitability

Our intrepid podders brave the rubbish London spring to bring you their distinctive brand of half-cut telecoms banter. They start by mulling the pros and cons of the delayed Mobile World Congress 2011, which is due to take place in a month. They move on to reflect on AT&T’s very expensive and ultimately failed foray into content before concluding by asking whether we should stop expecting telos to make much profit. Stay up to date with the most important telecoms stories from around the worl...

May 24, 202153 min

Rakuten, Ericsson China and 5G delivery

The guys start this episode of the pod by addressing some public criticism of their work, before getting on with the main event. They start by reviewing Rakuten’s recent earnings, which were sobering for investors, before moving on to the latest potential escalation of the China-versus-the West tension. They conclude with a look at a report that reveals consumers aren’t too impressed so far. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com dail...

May 17, 20211 hr 19 min

Chip drought, public cloud and Italy

The podders were on a hard cut-off this week as Scott had a booking at their local. In a globalisation-themed episode they start by revisiting the semiconductor shortage and its knock-on effects. They move on to examine yet another example of a telco turning to a public cloud giant to sort its life out before concluding with a look at Italy’s faltering attempts to consolidate its fixed-line market. Stay up to date with the most important telecoms stories from around the world with the Telecoms.c...

May 10, 20211 hr 24 min

Nokia, content M&A and satellites

Scott shrugged off the side-effects of the Rona vaccine to stagger into the studio this week. He and Iain start by reviewing more quarterly numbers, especially Nokia’s. They move on to look at the pros and cons of operators dabbling in the content world, before concluding with a review of the booming Low Earth Orbit satellite market. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every...

May 04, 20211 hr 28 min

OpenRAN, quarterlies and AI

Iain and Scott retreat from springtime London to bring you another dose of telecoms chit-chat. They start with the latest on the hot topic of OpenRAN, including Dish going all-in with AWS. Quarterlies season is in full flow, so they move on to look at Ericsson’s before concluding with a review of the latest thinking around the regulation of artificial intelligence. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FRE...

Apr 26, 20211 hr 17 min

Vendor diversity, Huawei and Virgin/O2 merger

The boys are back in town as they record the first pod from the studio this year. They celebrate by discussing the UK telecoms diversity taskforce, which has called for more diversity. Some things never change and they follow that with the inevitable Huawei segment before concluding with a look at the UK merger between Virgin Media and O2, which has just been approved. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered...

Apr 19, 20211 hr 16 min

MWC, OpenRAN and regulation

On what could possibly be the last ever remote pod, Ian and Scott start by mulling whether the partial restoration of our civil liberties will be enough to rescue the Mobile World Congress event. They move on to look at the viability of Open RAN, especially from a Huawei perspective, and conclude with a review of some recent developments in the regulation of Big Tech. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered ...

Apr 12, 20211 hr 18 min

Huawei, RCS and chips

There’s a longer gap between recording and publication this week coz of Easter. Iain and Scott start by reviewing Huawei’s 2020 annual report and what that tells us about the health of the company. They move on to RCS (Rich Communication Service), to mull whether it will ever be a thing, and conclude with another look at the chip industry, which grows in importance by the day. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. D...

Apr 06, 202158 min

Semiconductors, 6G and social media

It’s all about geopolitics this week as Iain and Scott enjoy their good fortune at the telecoms industry being such a strategic focus these days. They start with an update on the global semiconductor industry, which is feeling the strain from the trade war between the US and China. The nascent 6G standard is then discussed in the context of similar Balkanising pressures before they conclude with a review of US political posturing over social media censorship. Stay up to date with the most import...

Mar 29, 20211 hr 21 min

Nokia, patents and spectrum auctions

Scott and Iain kick off this week with a look at Nokia, which recently announced a cunning plan to out-grow the market by cutting thousands of jobs. They move on to wonder why Huawei recently decided to bang on about patents and intellectual property before concluding with a review of the recent UK spectrum auction and a bonus chat about net neutrality. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct...

Mar 22, 20211 hr 18 min

MWC, Huawei and state subsidies

It was déjà vu all over again this week as Ericsson and Nokia pulled out of the rescheduled Mobile World Congress 2021, to Iain and Scott start by looking at what this means for the show. They move on to an update on the legal and regulatory circus that surrounds Chinese kit vendor Huawei before concluding by discussing the pros and cons of throwing public money at private enterprise. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsl...

Mar 15, 20211 hr 17 min

Trade press, telco economics and Apple

This week’s pod features an unprecedented remote guest. Paul Nolan from CC Group joins Iain and Scott to talk about a new study his company has done that concluded telecoms trade press is great. They move on to examine the broader economic trends in the industry, with a focus on a wave of redundancies, before concluding with a look at the growing antitrust pressure faced by Apple. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newslette...

Mar 08, 20211 hr 15 min

Mid-band 5G, US politics and patents

Pausing only to fantasise about what they’ll get up to once the lockdown lifts, Scott and Iain quickly get out of their depth discussing the technical pros and cons of mid-band 5G spectrum. Continuing to throw caution to the wind they wade into the murky world of US politics before concluding with a look at whether it matters who holds the most patents. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct...

Mar 01, 20211 hr 8 min

Tech monopolies, cloud and Huawei

The guys are delighted to a new Bribe of the Week to announce on this week’s pod, which helps the conversation flow. They start by reviewing the growing menace of US tech giants, who operate near monopolies in many markets. That leads them on to the state of the European tech industry, especially from a cloudy perspective, before a review of the latest shenanigans from Huawei. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. D...

Feb 22, 20211 hr 20 min

Broadband, Huawei and chips

Global geopolitics dominates this week’s pod, with Iain and Scott starting by discussing the overlooked fact that Chinese vendors are even more prominent in the fixed line telecoms market than they are in mobile. This topic wouldn’t be complete without mentioning Huawei, so they move on to a recent media briefing offered by its founder, before reviewing the global semiconductor drought and concluding, once more, with a Scott pet peeve. Stay up to date with the most important telecoms stories fro...

Feb 15, 20211 hr 12 min

Nokia, UK 5G and Vodafone

With earnings season still well underway Iain and Scott start by reviewing Nokia’s numbers, which point to another lean year for its long-suffering investors. UK Parliament increasingly fancies its own chances in the telecoms sector and the guys move on to dissect its latest round of top tips, before concluding with a look at how Vodafone is managing to muddle along despite having no MPs in its executive team. Stay up to date with the most important telecoms stories from around the world with th...

Feb 08, 20211 hr 16 min

Ericsson, Rakuten and short selling

Scott persuades Iain to end his dry January two days early on this pod, so the guys are nice and relaxed. They start by reflecting on Ericsson’s latest earnings and anticipate future challenges. One of those is OpenRAN, which leads into another look at Rakuten and its increasingly defensive attitude to the nascent tech. They conclude tangentially by discussing the recent short-selling drama instigated by a bunch of amateur investors on Reddit. Stay up to date with the most important telecoms sto...

Feb 01, 20211 hr 10 min

FCC, OpenRAN and spectrum auctions

Iain and Scott start this week by looking at how the increasingly politicised US telecoms regulator, the FCC, will be affected by the change in government. As if to show it’s no less inclined to politicise telecoms, European operators joined forces to plead for state assistance with OpenRAN, which the guys discuss next, before concluding with a look at recent mobile spectrum auctions. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsl...

Jan 25, 20211 hr 14 min

Public cloud, OpenRAN and towers

Week 2 of Lockdown 3 sees Scott and Iain open with another look at the pros and cons of the public cloud after watching AWS throw its weight around. They move on to OpenRAN, which is increasingly becoming a political football and conclude with an analysis of consolidation in the telecoms towers sector. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO

Jan 18, 20211 hr 10 min

US v China, UK fibre and lockdown moaning

The team is back after the Christmas break, but lockdown level 400 means they’re not allowed into the studio. They start with a recap of the latest aggro between the US and China, which has immediately picked up where it left off last year. Moving closer to home, they take a look at the political fuss being made over UK telecoms infrastructure, before concluding with an extended moan about starting the year in a state of lockdown. Stay up to date with the most important telecoms stories from aro...

Jan 11, 20211 hr 14 min

6G, cloud and Facebook

In the final pod of a remarkable year the guys get straight into appropriately dystopian subject matter. They start by looking at plans for 6G to create a hive mind that anticipates your every need, before moving on to mulling how sensible it is to move all your technology into the public cloud and concluding with the US government’s absurd attempt to sue Facebook for being too successful. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily ...

Dec 14, 20201 hr 11 min

Automation, industry metrics and OpenRAN

Scott and Iain worry about being replaced by machines and algorithms as they kick off this week’s pod by discussing automation. They move on to review some of the telecoms industry numbers being published as we get towards the end of the year, before concluding with a look at why Western governments are suddenly so keen on OpenRAN. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every d...

Dec 07, 20201 hr 19 min

Digital economy, private networks and China

Vows to avoid going off on too many tangents are soon broken when Ian and Scott discuss the digital economy and attempted state interventions in it. The move on to private networks and specifically whether that’s where the 5G ROI is to be found, before reflecting on China’s deteriorating relationship with the rest of the world. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: ...

Nov 30, 20201 hr 5 min

M&A, IoT and Huawei

Scott and Iain return to the studio with an extended rant about mergers and acquisitions, which encompasses Brexit, dodgy French accents and US media bias. They move onto IoT and its competing LPWAN technologies, having both attended a Zoom discussion on the matter, before concluding with the inevitable Huawei round-up. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://o...

Nov 23, 20201 hr 18 min

6G, antitrust and Huawei

Turns out the lockdown is a bit more chilled this time, so no Zoom pod, you’ll be pleased to hear. Iain and Scott start by looking at the state of 6G, such as it is, and the reasons it’s already being spoken about. That leads on to discussion of some of the antitrust heat being experienced by US tech giants before they conclude with the traditional update on the Huawei saga. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Del...

Nov 16, 20201 hr 14 min
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