The pod is delighted to welcome back media technology Analyst Ed Barton this week. Following a refreshingly short preamble, they get straight into Ed’s area of expertise, which includes tangents onto video streaming, social media and AI Armageddon. They then reflect on a day out Iain and Scott had with Rakuten Symphony before concluding by reviewing Huawei’s recent annual report.

Scott, Iain and Pierre get some rare quality time together on this week’s guest-free pod. Inevitably the preamble is somewhat protracted but they eventually get on to reviewing the latest news surrounding BT, including some recent media coverage that landed its CEO in hot water. They move on to discuss the implications of a ban in Chinese 5G kit in Germany before concluding with a look at the competitive implications of the vRAN movement.

Discussions on challenges in 5G monetization, slow progress in deployment, transitioning to cloud-native core, balancing competition in European telecoms, market dynamics in Latin America, AR/VR applications, AI in network management, shift to AI hype, and insights on OpenRAN technology

The guys shot their traditional special podcast from the show floor of Mobile World Congress again this year. Ericsson was kind enough to find them a space to record, so Scott and Iain start by chatting to Peter Linder from that company. Later they bring on Omdia analyst Dario Talmesio and veteran journalist George Malim to hear about their experiences at this year’s show.

The lads a joined by returning special guest, telecoms Analyst Dean Bubley, for this episode recorded early in the hope that people listen to it on their way to Mobile World Congress in Barcelona. They start by asking Dean why he’s not a fan of the show, before getting into the major themes those of us who will be attending expect to explore. Scott’s attempts to impose conversational discipline on the pod fail miserably but then again, it is a two-hour flight.

The trains permitted a return to the studio this week, which is just as well since there won’t be one next week because of half-term. Telecoms.com Deputy Editor Andrew Wooden joins the usual suspects to reflect help reflect on visits they made to Vodafone and BT. They then take another look at the latest signs of a shift in EU telecoms M&A policy before concluding with a quick chat about recent developments in AI.

John Baker, a specialist in Open RAN from Mavenir, dives into the ongoing debate about Open RAN's effectiveness in transforming the telecom landscape. He shares insights on the challenges operators face, particularly with supply chain security and vendor diversity. The conversation touches on the impact of EU telecom policies and Ofcom’s regulatory reach, raising concerns about their influence on telecom innovations and competition. Additionally, they discuss the contrasts in deployment speed among key industry players, highlighting the critical role of collaboration for success.

The pod is delighted to welcome special guest Rajesh Pankaj, CTO of Interdigital, and they start by asking what exactly his company does. That leads on to a wide-ranging chat about telecoms R&D, patents, standards and, ultimately 6G. They still find time at the end to hear about Scott’s latest piece of self-indulgent writing, in which he tasked himself with a full summary of all the revelations coming from the Twitter files.

We’re delighted to welcome another special guest, Colin Evans from Juniper Networks. In the process of working out exactly what Juniper does, conversation soon turns to a variety of network-related themes, including automation and the mobile edge. Having done a general telecoms deep dive, they conclude with a look at Ericsson’s recant quarterly earnings release and what it might indicate about the broader industry.

The guys finally make it back into the studio and are delighted to be joined by Roslyn Layton of Strand Consult, who is an expert on telecoms public policy. She was in town for an Ofcom consultation on net neutrality, so they start with a deep dive into that topic, including its many definitions and interpretations. An overlapping trending topic is the issue of whether the biggest video content producers should pay a ‘fair contribution’ to the cost of running networks, so they conclude with a discussion of that.