Telecoms.com Podcast

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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