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Telecoms.com Podcast

Latest episodes

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Mar 29, 2021 • 1h 21min

Semiconductors, 6G and social media

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Mar 22, 2021 • 1h 18min

Nokia, patents and spectrum auctions

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Mar 15, 2021 • 1h 17min

MWC, Huawei and state subsidies

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Mar 8, 2021 • 1h 15min

Trade press, telco economics and Apple

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Mar 1, 2021 • 1h 8min

Mid-band 5G, US politics and patents

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Feb 22, 2021 • 1h 20min

Tech monopolies, cloud and Huawei

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Feb 15, 2021 • 1h 12min

Broadband, Huawei and chips

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Feb 8, 2021 • 1h 16min

Nokia, UK 5G and Vodafone

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Feb 1, 2021 • 1h 10min

Ericsson, Rakuten and short selling

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO
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Jan 25, 2021 • 1h 14min

FCC, OpenRAN and spectrum auctions

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. Stay up to date with the most important telecoms stories from around the world with the Telecoms.com daily newsletter. Delivered FREE and direct to your inbox every day: http://ow.ly/XPA150KWZmO

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