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Wireless

Podcasts

The Rethink Wireless Watch Podcast is your chance to delve deeper into the week’s topics with a more in-depth and detailed coverage by our in-house experts than is possible through the weekly analysis pieces. From 5G deployments, to Open RAN and the road to 6G, we’ll be keeping track of all the important developments in the global wireless communications market and deliver them to you in an easy-to-digest format. Guests welcome for future episodes. Write to [email protected] for details.

Hosted by Luc Braun with Caroline Gabriel and Phil Hunter.

Where to listen and subscribe

15 February 2023

Rethink Wireless 14: Mavenir RIC, job cuts in tech and telecommunications

In this episode of Rethink Wireless, Rethink Technology Research principal analysts Caroline Gabriel and Phil discuss the Open RAN vendor Mavenir, and the job cuts in the technology and telecommunications space. 
Caroline ( 00:30 – 19:40) takes the occasion of Mavenir’s RAN intelligent controller (RIC) launch to look at the Open RAN vendor, its product suite and some of its growth targets and strategy. 
Phil (19:40 – 34:30) delves into job cuts at Dell and the wider tech and network operator and vendor community. 
Hosted by Luc Braun. 
The Wireless Watch articles discussed can be found on our website here:
For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:
https://rethinkresearch.biz/product/wireless-watch/
To request a trial and for other enquiries, contact John Constant here: [email protected]
 
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10 February 2023

Rethink Wireless 13: Open source RAN, 5G network performance reports

In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss the open source movement in the RAN market and some 5G network performance reports from around the world. 

Caroline (00:35 – 19:05) discusses some of the arguments around open source technology and components for the RAN market. Caroline discusses some of the main proponents, challenges and opportunities, before rounding this off with an assessment of the overall prospects for the movement. 

Phil (19:05 – 35:20) takes a look at the result of various 5G network performances, highlighting American and English networks in particular. Popular metrics, global trends and standout countries are discussed as well. 

Hosted by Luc Braun. 

The Wireless Watch articles discussed can be found on our website here:

NSF 5G testbed posits open source RAN, but acknowledges challenges

T-Mobile USA top 5G charts again, as emerging economies roar up the charts

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

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1 February 2023

Rethink Wireless 12: Nokia and Ericsson FY2022, Cellular V2X

In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss Nokia’s FY2022 report, and the state of cellular vehicle-to-everything (C-V2X) connectivity.

  • Caroline (00:30 – 15:15) takes a look at Nokia’s recent Q4 and FY2022 report, contrasting it with Ericsson’s performance over the same period. She also gives an outlook for 2023 and beyond in terms of opportunities for the respective vendors.
  • Phil (15:15 – 31:30) gives a rundown of V2X communications developments over the past decade, in particular how these developments became intertwined with autonomous driving. Issues with V2X SideLink, or Direct Mode, are also discussed.

Hosted by Luc Braun.

The Wireless Watch articles discussed can be found on our website here:

Nokia moves from acceleration towards scale as it reports strong 2022 results

Cellular-V2X is still work in progress in enabling automotive change

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

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26 January 2023

Rethink Wireless 11: Operators struggle with 5G SA business case, alternative 5G monetization models

In this Episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss some issues around 5G monetization. 

Caroline (00:25 – 17:30) takes a look at the state of 5G SA deployments, and illuminates some of the concerns network operators in the UK, Germany and US have voiced with regard to revenues. 

Phil (17:30 – 35:40) meanwhile talks about alternative monetization models, stressing the need to move away from traditional, mobile data centric strategies. 

Hosted by Luc Braun.

The articles discussed can be found on our website here:

MNOs struggle with 5G SA case as Vodafone calls for government help

German MNOs call for 600 MHz to be freed up for 5G, but not via auction

5G monetization requires shift from crude data pricing to SLAs and use cases

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

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18 January 2023

Rethink Wireless 10: Cellnex's new growth strategy, 5G gaming at CES and beyond

In this Episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss Cellnex’s new growth strategy and 5G gaming at CES and beyond.
Caroline (00:30 – 16:00) takes a look at towerco Cellnex’s diversified growth model following the announcement of the departure of its highly successful long-term CEO and founder, Tobias Martinez.
Phil (16:00 – 26:50) discusses some impressions on gaming at 5G, and falling latencies in 5G networks around the world, and potential implications live betting.
Hosted by Luc Braun.
The articles discussed can be found on our website here:
https://rethinkresearch.biz/articles/cellnex-will-embark-on-its-radical-new-growth-strategy-without-its-ceo/
https://rethinkresearch.biz/articles/gaming-gains-appeal-beyond-dedicated-users-as-5g-cuts-latency/
For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:
https://rethinkresearch.biz/product/wireless-watch/
To request a trial and for other enquiries, contact John Constant here: [email protected]
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11 January 2023

Rethink Wireless 9: CAPEX reductions and iSIMs

In this Episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss reduced CAPEX for US network operators and iSIMs.

Caroline (00:38 – 16:20) takes a look at some of the reasons behind CAPEX cuts recently announced by TMO US, Verizon and AT&T, but also how these decisions will impact the wider RAN market.

Phil (16:20 – 30:00) discusses iSIMs, some recent developments, and gives a prediction for when they will hit the mobile and handheld markets.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

USA’s 5G capex bubble will burst this year as three main operators cut back

iSIM gaining in small IoT devices, will take longer to displace eSIM elsewhere

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

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14 December 2022

Rethink Wireless 8: Airtel-Meta deal, and Qualcomm and Swisscom FWA

In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss a recently announced cooperation agreement between Bharti Airtel and Meta, and some developments in the Fixed Wireless Access space, driven by Qualcomm and Swisscom.

Caroline (00:30 – 14:00) takes a look at the different aspects, Open RAN, subsea cables, and communications platform-as-a-service, of a recent cooperation announcement between Bharti Airtel and Meta.

Phil (14:00 – 25:30) discusses the state of FWA around the world, taking Swisscom’s commencement of its FWA service offerings, and a newly released Qualcomm FWA radio as inspiration.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

Meta expands Indian influence with far-reaching Airtel alliance

Swisscom unveils enterprise FWA service amid spate of European launches

Qualcomm ups FWA ante with compact 5G RAN platform

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

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8 December 2022

Rethink Wireless 7: De-Globalization and South Korea revokes mmWave licenses

In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss the consequences of an increasingly de-globalized world for the wireless industry, and a decision by the South Korean government to revoke mmWave spectrum licenses.

  • Caroline (00:35 – 14:30) takes a look at some of the developments and trends to be expected from the reignition of global geopolitical conflict and potential regional instability.
  • Phil (14:30 – 32:56) uses the South Korean government’s decision to cancel spectrum licenses in the 28GHz band as an opportunity to evaluate the state of mmWave deployments and strategies around the world.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

Mobile industry will be reshaped by decline of globalization

South Korea cancels 28 GHz licences amid frustration over slow progress

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

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1 December 2022

Rethink Wireless Episode 6: CBRS fights and Sierra's vision for WiFi-5G coexistence

In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss an ongoing conflict around the US’ CBRS spectrum sharing project, and Sierra Wireless’ vision for 5G/WiFi combined use cases.

Caroline (0:45 – 17:00) takes a look at the arguments for and against an expansion of the US’ CBRS shared spectrum project to include new spectrum bands.

Phil (17:00 – 32:00) meanwhile returns to one of his favourite topics, WiFi standards evolution and 5G coexistence. Sierra Wireless’ new dual-use modem promises the arrival of WiFi and cellular for use in law enforcement, emergency services, retail, and public transport.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/disputes-rage-around-cbrs-as-supporters-lobby-to-expand-the-scheme/

https://rethinkresearch.biz/articles/sierra-wireless-promotes-wifi-5g-coexistence-for-new-use-cases/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

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7 November 2022

Rethink Wireless Episode 5: FYUZ and WiFi 7 standards

For this episode of the Rethink Wireless Podcast, principal analysts Caroline Gabriel and Phil Hunter discuss the recent FYUZ summit and a report on projected adoption rates of WiFi 7 by the Wireless Broadband Alliance (WBA). 

Caroline gives both her overall impressions from FYUZ (00:45 – 06:25), and goes into depth on Vodafone’s search for macro Open RAN partners (06:25 – 21:26), mainly Nokia, and what implications this might have for the wider Open RAN ecosystem. 

Phil (21:40 – 35:40) on the other hand shares some insights and opinions regarding the WiFi vs 5G cellular rivalry in the context of a freshly released report by the WBA.

Hosted by Luc Braun. 

The articles discussed can be found on our website here:

Vodafone endorses Nokia as most advanced European O-RAN vendor

WBA prepares for WiFi 7 marketing onslaught ahead of 2024 deployments

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

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