Telecoms.com Podcast
Telecoms.com
Once a week we get together in a studio somewhere in London to take the piss out of telecoms and technology for an hour or so.
Episodes
Mentioned books

Jun 1, 2021 • 1h 3min
Huawei, censorship and OpenRAN
The guys are reduced to drinking water this week as adulthood finally catches up with them. They start by discussing a leaked Huawei internal memo that seemed to indicate a more belligerent stance. They move on to Scott’s pet topic of censorship, with social media companies competing with governments to see who can restrict speech more, before concluding with Iain’s critique of regulators poking their nose into OpenRAN.
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May 24, 2021 • 53min
MWC 2021, WarnerMedia, profitability
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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May 17, 2021 • 1h 19min
Rakuten, Ericsson China and 5G delivery
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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May 10, 2021 • 1h 24min
Chip drought, public cloud and Italy
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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May 4, 2021 • 1h 28min
Nokia, content M&A and satellites
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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Apr 26, 2021 • 1h 17min
OpenRAN, quarterlies and AI
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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Apr 19, 2021 • 1h 16min
Vendor diversity, Huawei and Virgin/O2 merger
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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Apr 12, 2021 • 1h 18min
MWC, OpenRAN and regulation
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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Apr 6, 2021 • 58min
Huawei, RCS and chips
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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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.
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