Telecoms.com Podcast

The lads are delighted to welcome back returning special guest – analyst John Strand. The implications of policy and regulation on the global telecoms industry are a major focus of his work, so they start by reflecting on the importance of secure 5G networks in that respect. That inevitably leads to lots of spicy chat about geopolitics and especially the impact of American activity, while hopefully not straying too far from the name of the pod, before they conclude by analysing a recent move by BT to revitalise its brand.

No guest this week, so you get the usual more meandering, self-indulgent fare from the lads. They set the scene by doing a taste test of Irish whiskies kindly donated by recent guests, before they eventually get around covering a bit of telecoms news. They start by discussing Nokia’s sale of its fixed wireless access business and that broader sector, before moving on to analyse Samsung’s performance in the networking sector and concluding with some handwringing over the societal impact of advances in artificial intelligence.

The lads are delighted to welcome their second guest from Cork in Ireland in a row – Frank Long from Cambridge Consultants. At MWC this year, Cambridge Consultants demonstrated an advanced robot, so after learning about the company more broadly, they get into exploring the confluence between robotics, AI and telecoms, including physical AI and 6G, with the inevitable dystopian detours. They eventually get on to discuss Nokia’s latest quarterly numbers and what they suggest about the direction of the company.

The lads hobble back into the studio this week to chat to special guest Eoin Coughlan of IBM. Helped along by the medicinal effects of an excellent Irish beverage, they start by exploring what IBM’s interests are in the telecoms industry and in AI. IBM is involved in the ‘plumbing’ for both, as it is many other industries, so they have a deep dive into the practical implementations of AI. They eventually move on to other news, including Ericsson’s latest quarterly earnings announcement and the acquisition of satellite company Globalstar by Amazon.

A rare Zoom pod this week as overwhelming audience demand persuades Scott to overcome his aversion to the format. They start by exploring the news of UK mobile operator announcing the winners of its latest RAN upgrade work. The most fun part of this news was attempts to influence the narrative around it and subsequent minor PR drama. They eventually move on to examine Huawei’s 2025 revenues before concluding by pondering what effect AI is having on our ability to think.