The lads have one more assessment of the recent Mobile World Congress trade show, this time with the benefits of hindsight and special guest, analyst John Strand. Geopolitics, along with AI, dominated the chat at this year’s show, so they discuss as much of that at telecoms purist Iain can tolerate, before moving on to more sector-specific stuff. They conclude by examining the news that some EU officials are being investigated on suspicion of receiving bribes from Chinese vendor Huawei.
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2:03:45
MWC25 Special
An attempt to feature five guests resulted in possibly the most chaotic version of the podcast ever. The first two guests were analyst Paolo Pescatore and Danielle Rios, CEO of Totogi, who brought along a cocktail crew to make sure things go smoothly. They eventually made way for Sylwia Kechiche of Opensignal and Mark Giles from Ookla and we even managed to fit in pod favourite Mary Clark of Numeracle at the end. They tried, and failed, to avoid talking about geopolitics and the AI dystopia, but plenty of telecoms was covered too.
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1:09:38
MWC 2025 preview
The pod is delighted to welcome back special guest, analyst Dean Bubley, for his now traditional preview of an event he prefers not to attend. They tackle the likely themes of Mobile World Congress 2025 and you don’t need to be Nostradamus to know AI will dominate. But what does that mean? The guys take the time to pick it apart and sort the wheat from the chaff. The other main themes covered are 5/6G, network APIs and geopolitics and this is published early to get you in the mood ahead of next week’s event.
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2:05:33
Ericsson, B2B telecoms and Nokia
The guys are delighted to welcome Pablo Tomasi of analyst firm Omdia this week, whose appearance is so well timed as to create the impression of planning. All three of them attended Ericsson’s big pre-MWC media and analyst presentation in London, so they start off by reviewing that, specifically Ericsson’s bets on the future of the mobile industry and the likelihood of them paying off. That leads to conversation about enterprise telecoms in general, before they conclude with a robust debate about the implications of Nokia’s new CEO appointment.
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2:05:55
Huawei, Intel and Google
Just the core crew again this week as they brave the foul weather to bring you your weekly fix of telecoms banter. Chinese vendor Huawei snuck out a singly financial data point last week but Ian and Scott still managed to bang on about it, and the inevitable tangents, for an hour or so. They eventually moved on to look at the current state of US chip firm Intel before briefly questioning Google’s principles when it comes to AI.
Ireland