The guys celebrate the nicest day of the year by spending it locked in a small room with special guest Phil Mottram from HPE. They start by finding out all about Aruba, which is the bit of the company Phil runs, and soon branch off onto a bunch of other HPE-related topics. Among those is the IT security environment, which eventually leads them to talk about recent developments in the sovereign cloud, before they conclude with a look at some legal hot water Apple has landed itself in.
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2:03:16
Nokia, Open RAN and USA
This second pod of the week was recorded after the lads had been out for a few the previous evening. In the absence of a guest, Iain and Scott indulge themselves by reflecting on a conversation they had about AI after a few beers. They eventually move on to the big story of the week – Nokia’s quarterly numbers – and use that as the catalyst for a broader discussion of the Finnish kit vendor. The chat is rounded off by reflections on the Open RAN market and America’s rapidly evolving with the rest of the world.
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2:04:49
Alianza, Ericsson and Nvidia
The lads return from the Easter break by welcoming special guest Dag Peak of Alianza. Pausing only to reflect on the passing of the Pope, they start by asking Dag about his company and how it fits into the great telecoms scheme of things. That leads to a broader interrogation of the operator business model and what they can do to improve their fortunes. They eventually move on to discuss the latest news from Ericsson before reflecting on the growing hostility of the US state towards its own companies.
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1:53:37
Trade war, Huawei and vRAN
Just the lads this week so they get to be nice and self-indulgent over subject matter. There’s no getting past the trade war declared by the US on the rest of the world, which affects all industries, so Iain and Scott spend a good chunk of time exploring the concept of tariffs and macroeconomics in general before pondering how telecoms will be affected. They eventually move on to examine Huawei’s full-year 2024 numbers before concluding with a look at the pros and cons of virtual RAN.
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2:05:07
Juniper Networks, 6G and Open RAN
Producer Pierre wasn’t well this week, so we were forced to speak to special guest Neil McRae of Juniper Networks over Zoom. Broadcasting from his pinball den, Neil offered an update on his company before reflecting on the recent MWC trade show. They covered a lot of hot mobile topics, including private 5G vs wifi, but definitely not 6G. That eventually led to speculation about whether 6G will ever be a big deal, before concluding with a look at a buzzword that has already lost its lustre – Open RAN.
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