Telecoms.com Podcast

This special edition of the podcast was recorded in partnership with Cerillion and features a conversation between Louis Hall, Founder and CEO of Cerillion, and Scott Bicheno, Editor of Telecoms.com.

The lads were delighted to welcome special guest James Crawshaw, Analyst at Omdia, this week. James is a telecoms software expert, so they started by analysing the recent creation of a new venture designed to open up networks to developers. They eventually move on to examine what concessions Vodafone and Three need to make to get their mega-merger approved, before concluding with a look at generative AI from a telecoms perspective, which inevitably degenerated into dystopian catastrophising.

It was just the two of them this week, which presented the opportunity to be even more self-indulgent than usual. After a few industry shout-outs, the main recipient of that extra podding latitude was AI, which has been in the news even more than usual, as the utopians and dystopians battle it out for the future direction of this era-defining tech. They eventually move on to a spat between Deutsche Telekom and Meta related to the fair contribution debate, before concluding with a look at the increasing role of the US state in the fortunes of chip maker Intel.

The guys were delighted to welcome special guest Stephane Remy of Cambridge Consultants to the pod this week. They start by finding out about Stephane’s day job, which involves all kinds of telecoms and tech cleverness. That leads to a broader discussion about the current state of the telecoms industry, before they conclude by analysing some recent AI news.

The pod was delighted to welcome back GOAT guest Mary Clark this week. Mary is now the President and COO of caller ID startup Numeracle, so they start by hearing all about her new gig. They move on to discuss the latest attempt to catalyse the network API market, featuring Ericsson and a bunch of operators, before concluding with a look at what concessions Vodafone and Three could offer to get their proposed merger approved.

After a five week absence, the pod returns from its second summer break. They were delighted to welcome special guest Mark Giles, Lead Analyst at Ookla. Iain and Scott had just come from an event hosted by BT/EE so they combine the review and analysis of that news with a discussion of what Mark does at Ookla. That left time to reflect on a piece of ‘fan mail’ Iain received and the story that seems likely to have provoked it.

Lee Myall, CEO of Neos Networks, a UK business communications specialist, dives into the intricacies of the UK fibre market and the unique challenges facing alternative network providers. He shares insights on the balance of competition and consumer needs, as well as the critical role of reliability and data centers in telecom infrastructure. The discussion also touches upon Intel's recent financial troubles and the implications for the semiconductor industry, setting the stage for a deeper understanding of telecom dynamics and market pressures.

The pod is delighted to welcome back one of its most returning guests – telecoms consultant William Webb. William is also a prolific author and they start by discussing his latest book, The End of Telecoms History, which asserts that the industry has reached an inflection point and needs to pivot to new business models. A key to that assertion is the slowing of mobile data traffic growth and they go on to critique forecasts that claim the contrary, before concluding with a look at Microsoft’s attempts to mitigate its responsibility for the recent global IT outage.

In this engaging discussion, Ed Barton, Director at Caretta Research and a digital media expert, shares his insights on the evolving entertainment landscape. They explore the recent earnings reports from Ericsson and Nokia, shedding light on their market strategies. The conversation takes a critical turn as they analyze the geopolitical implications of U.S. trade policies towards China, discussing how technology procurement impacts international relations. Highlights also include Netflix's adaptation strategies and the shifting dynamics in public broadcasting.

The podcast covers Germany's ban on Huawei kit, explores Open RAN stories, and discusses the affordability of new phones in the market.