Telecoms.com Podcast

5G, Meta and quarterlies

The crew is delighted to welcome another special guest in telecoms analyst Dean Bubley. After a ridiculously long introduction they finally get to the topic of 5G, specifically sorting the hype from the reality. Facebook recently decided to rename itself Meta, so they move on to discuss that and the concept pf the metaverse that it refers to, before concluding with a couple of highlights from quarterly earnings season.
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Vodafone, public cloud and China

The lads are back in the studio for this guest-less pod. Ian and Scott start by reflecting on a Vodafone dinner they both attended last week where the wine flowed, so their recollections are a bit murky. They move on to the enduring topic of the public cloud, featuring some news from a recent podcast guest, and conclude with the latest drama concerning China’s role in the telecoms world.
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BBWF, mmWave and Google Cloud

In this special episode, recorded on-site at Broadband World Forum 2021, the pod welcomes special guest Dario Talmesio, an Analyst at Omdia. They start by reflecting on the key talking points at the show, including an accelerated move towards fibre and digital transformation apparently catalysed by the pandemic, before moving on to Nokia’s claimed millimetre wave breakthrough and Google’s recent cloud announcements.
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China Mobile, Orange and Facebook

We’ve run out of guests for the time being so you’re just stuck with boring old Scott and Iain. They start by reviewing the latest 5G tender from China Mobile and what it might mean for the future of the global telecoms industry. Orange had a strategy day earlier in the week, which they both attended, so them move on to review that before concluded with the latest dramas around Facebook.
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Public cloud, China and devices

We are delighted to welcome another special guest this week – public cloud evangelist Danielle Royston. She heard us slagging off the public cloud in previous pods and was keen to offer a more benign perspective. That chat took up nearly all of the pod but we did eventually get around to quickly covering the latest developments concerning China vs the US and internet companies getting into consumer devices.
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Communications, Vodafone and radios

The pod is delighted to welcome a guest this week – Elena Davidson, CEO of Liberty Communications. Accordingly they start by talking about PR and comms, including the apparent evaporation of entertainment budgets, before analysing a recent attempt by Facebook to communicate with the outside world. They move on to reflect on recent conversations with Vodafone UK’s head of networks before concluding with a look at the radio weight arms race.
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6G, OpenRAN and big tech

No guest this week which just means more stream-of-consciousness dribble from the regulars. They start by discussing Huawei’s decision to publish a book on 6G and what the underlying message may be. They move on to discuss the difficulties faced by the O-RAN Alliance when some of its members aren’t allowed to hang out with each other and conclude with a look at the increasing overlap between big tech and big politics.
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Satellites, roaming and devices

The pod welcomes returning special guest Mary Clark, a telecoms industry exec currently between gigs, this week. She starts by telling us what she’s been up to, including work with a ‘proper’ satellite-to-handset company and the Thames Estuary Growth Board. They move on to reflect on Three UK’s decision to start charging for roaming, which is especially bad news for producer Pierre, before concluding with a quick look at recent device launches by internet giants.
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Vodafone, 6G and AWS

After taking the whole of August off in classic Gallic style, Iain, Scott and Pierre roar back into the studio. They start by reflecting on the physical event they’ve attended since the start of the pandemic, at which beers were provided by Vodafone. They move on to examine the increasing prospect of the 6G standard being split due to the US and China’s inability to stop messing with each other and conclude with the latest concerns about relinquishing control to the public cloud.
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China Mobile, dumb pipes and bugbears

Cherish this one because it will be the last pod for a few weeks, as the lads attempt to holiday in the time of Covid. They start with a review of China Mobile’s recent tender process for a bunch of 5G work, which resulted in non-Chinese vendors getting just a 6% share. They move on to the eternal topic of telcos as dumb pipes, examining what hope there is for them ever to be otherwise, and conclude with Scott and Iain having a rant about some of their current bugbears.
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