Telecoms.com Podcast

After being blown off course by hurricane Dave last week, the lads return for a special episode devoted to anticipating the major themes of Mobile World Congress next week. Inevitably 5G will dominate, with the pandemic-induced three-year gap between shows offering the opportunity to reflect on progress made over that time. Not many people were talking about OpenRAN and public cloud at MWC 19, but those technologies will be prominent this year, so they anticipate those chats too.

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The lads start this week’s pod by looking forward to the full return of Mobile World Congress, while lamenting the amount of Covid-related aggro they will have to endure in order to attend. The main item for discussion is consolidation in the telecoms industry, its probability and desirability. They move on to ask whether 6G is even necessary and conclude with a look at the UK government’s desire to police online speech.

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The middle of quarterlies season gives the lads plenty of corporate arcana to bang on about in this week’s pod. They start by reviewing Nokia’s numbers and what they say about the progress the Finnish kit vendor is making in its strategic turnaround. Iain then takes things even deeper into the weeds by introducing a technology Scott had never heard of that could have a major impact on the OpenRAN movement, before they conclude with a look at the fortunes of US Big Tech companies and what they mean for the broader economy.

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No guest but a new studio for this week’s pod as the lads move down the road. Pausing only for customary reflections on the state of the rona, they start by dissecting Ericsson’s latest numbers and what they tell us about the company’s direction of travel. They move on to reflect on the apparent demise of IoT company Sigfox before concluding with a look at the latest attempt to censor podcaster Joe Rogan by attacking Spotify, which publishes him.

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We’re delighted to welcome our first guest of the year in John Baker of Mavenir. His company is a major player in the OpenRAN scene so we spend the majority of the pod chatting about that, in which Scott and Iain challenge John to justify the hype around it. They eventually move on to look at the silliness going on in the US to do with the C-band spectrum and conclude with the latest on the metaverse, which threatens to take over our lives.

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After an extended break due to Christmas and Omicron, the lads are back in the studio. They start with an assessment of the Rona situation as we start the year and what that means for MWC. The main segments have a forward-looking feel, starting with a look at the prospects for OpenRAN and specifically Rakuten’s role in it. They move on to discuss the dilemma UK operators face regarding the reintroduction of roaming charges before concluding with a look at Huawei’s prospects.

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As the shadow of Omicron lockdowns looms, only a midday G&T can save the day. Unapologetically, Iain and Scott start by discussing OpenRAN once more, this time because the UK government has been banging on about it. They move on to another favourite in the form of the public cloud, after AWS suffered an outage in the US, and conclude by drinking to Virgin Media O2’s latest achievement.

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Pausing only to reflect on the latest rona drama and a top night out with Huawei, the lads revert back to the hot topic of OpenRAN to kick off this week’s pod. They then move on to the semiconductor sector, which grows more central to the global economy with every passing day, before concluding with a look at the latest moan from operators for big tech to contribute to the cost of networks.

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There’s a downbeat start to this week’s pod as Scott battles the elements, infirmity, and portentous news. The Hazy Jane soon works its magic, however and they commence with a look at Ericsson’s biggest ever acquisition. Operator boardroom shenanigans provide the next topic before they conclude with a look at Vodafone’s bid to free itself from the electrical grid.

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Scott embarks on his second recording of the day, having shot the Glotel Awards vid previously. The lads are compelled to lead with OpenRAN once more, because that’s what was going on again that week, specifically European operators using it as a pretext to beg for state cash. They move on to talk about Ericsson, which launched some software that promises to play nice with OpenRAN before concluding with a look at cashierless technology that is creeping into the UK retail sector.

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