Telecoms.com Podcast

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.

Danish analyst John Strand joins regular DTW attendees to discuss keynotes, TM Forum's initiatives, API challenges, evolution of telecom operators, sales growth obstacles, government subsidies in Denmark, and industry shifts post-EU elections.

Special guest Sylwia Kechiche of Opensignal discusses telecoms, mobile user experience, telco cloud, and Apple's AI plans with the hosts.

The podcast delves into AI, Nvidia's success, and the need for more 5G spectrum. Topics include AI ethics, Asimov's laws of robotics, AI impacts on technology, and Nvidia's evolution in AI. The discussion also explores the future of radio access networks, data usage growth, spectrum allocation debates, and mobile video consumption.

A bit of a hybrid effort this week as the lads record over Zoom, but still come into the studio anyway. They start by discussing a piece Iain wrote, highlighting the increasing vulnerability faced by the world as everything moves into the public cloud. This leads to more Iain stuff, this time covering Open RAN for a change, before Scott finally gets a look-in to go over stories of his covering the UK shared rural network and possible 5G vendor swap in Portugal.