Telecoms.com Podcast

Ericsson, B2B telecoms and Nokia

The guys are delighted to welcome Pablo Tomasi of analyst firm Omdia this week, whose appearance is so well timed as to create the impression of planning. All three of them attended Ericsson’s big pre-MWC media and analyst presentation in London, so they start off by reviewing that, specifically Ericsson’s bets on the future of the mobile industry and the likelihood of them paying off. That leads to conversation about enterprise telecoms in general, before they conclude with a robust debate about the implications of Nokia’s new CEO appointment.

Huawei, Intel and Google

Just the core crew again this week as they brave the foul weather to bring you your weekly fix of telecoms banter. Chinese vendor Huawei snuck out a singly financial data point last week but Ian and Scott still managed to bang on about it, and the inevitable tangents, for an hour or so. They eventually moved on to look at the current state of US chip firm Intel before briefly questioning Google’s principles when it comes to AI.

DeepSeek, Nokia and Meta

No guest this week as the lads planned in advance to be hungover and Scott wanted to catch up on the Long Drink action. Pausing only to reflect on the pros and cons of falling off the wagon, they get straight into the big story of the week – DeepSeek – and analyse the implications of China suddenly catching up with the US on AI. After the obligatory Terminator references they eventually get on to discuss Nokia’s recent quarterly numbers before laughing at Meta’s continued attempts to repair its relationship with Donald Trump.

Wifi, Ericsson and Stargate

In the last relatively sober pod of the month, the lads are delighted to welcome special guest Jussi from Hamina Wireless. Pausing only to introduce Iain to the Finnish drink lonkero, Jussi introduces his company’s focus on the optimisation of wifi. That leads to plenty of tangents around indoor connectivity, private 5G, etc, before they eventually move on to discuss Ericsson’s latest quarterly numbers and conclude with a look at America’s big Stargate AI infrastructure announcement.

Trade shows, Europe and Huawei

Finally back in the studio, the lads are joined by Paul from CC Group PR and his colleague Rich, who ensures an extra long recording by his constant interruptions. They start by talking about an imminent webinar, hosted by CC and featuring elite telecoms hacks, that aims to set the scene for the Mobile World Congress trade show, leading to plenty of tangents around the show, journalism, and PR in general. They eventually move on to cover a couple telecoms moans about how rubbish the EU is, before concluding with a review of a new book about Huawei.

Huawei, Open RAN and Meta

Iain and Scott are forced to do the first pod of the year over Zoom because their office was broken. Pausing only to reflect on Christmas and the misery glory of sobriety, they start by reflecting on a busy start to the year for the US versus China cold war, with Huawei playing a central part as ever. The lads then settle back immediately into their respective pet topics, with Iain having written comprehensively on Open RAN and Meta giving Scott an excuse to bang on about censorship.

Christmas quiz special

The podcast year culminates in its traditional Christmas quiz, hosted by Elena from Liberty Communications. Pausing only to reflect on a big day out for Iain and Scott the day before and a farcical attempt to use a beer hat just before recording, they eventually get into the quiz. Expect rabid competitiveness, buzzer drama, and unbridled tangents, but you’ll have to listen to the end to find out who wins. Have a great Christmas and see you in the (sober for a bit) new year.

Nscale, Open RAN and mobile data

Just Iain and Scott this time after their guest-athon last week. They start by reflecting on a great lunch the two of them had with Nokia and UK AI data centre startup Nscale. The latter is deemed worthy of an entire segment as it sits in one of the most hyped and fast-growing segments of the market. They eventually move on to the contrasting Open RAN market, which is going through a rocky time, before concluding with a look at one of the reasons for that – slowing mobile data growth.

EXA, subsea cables and Salt Typhoon

The lads are feeling the pace after a busy few days but find the energy for the second pod of the week, this time featuring special guest Jim Fagan, CEO of EXA Infrastructure. They start by learning more about Jim’s company, during which they learn a lot about fibre, datacentres and much more. That eventually leads to a discussion about subsea cables and why people keep sabotaging them, before they conclude by reviewing the Salt Typhoon and Vodaphone/Three news.

Cohere, Vodafone and radio waves

This unprecedented episode of the pod not only took place in the middle of the week, but also featured a dialled-in special guest in addition to Ray from Cohere in the studio. They start by finding out what Cohere does (spoiler alert: it has invented some cleverness that makes better use of radio waves), which gets into the weeds regarding radio technology in general. Cohere recently won a Glotel award in partnership with Vodafone Spain, so they eventually patch in Paco from that company to join the fun, before concluding with some broader musing about the future direction of the industry.