Telecoms.com Podcast

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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