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Wireless

Podcasts

The Wireless Watch Podcast complements the Wireless Watch weekly strategy bulletin, as we dive deeper into the dynamic factors of the wireless market. We discuss the week’s key issues, while providing insight into our own research and forecasts to give clearer direction of where momentum is building through the industry. 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. Guests welcome for future episodes. Write to [email protected] for details.

Where to listen and subscribe

Spotify Podcasts
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Apple Podcasts
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9 February 2024

The Wireless Watch Podcast - Episode 4: New Open RAN fronthaul spec, Net AI talks network slicing AI, NGMN warns of sustainability knowledge gap

Join Alex, Phil, and Elly, as they discuss the latest happenings in the cellular and wireless industry – as covered in Wireless Watch.

New O-RAN fronthaul spec boosts mMIMO, risks shutting out minnows
AI model can provide network slicing boost with Net AI
NGMN ramps up environmental advice, but how receptive are the MNOs?

Read more here: https://rethinkresearch.biz/product/wireless-watch/

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2 February 2024

The Wireless Watch Podcast - Episode 3: SME chances for Private 5G, Elly tears up UKTIN Telco-AI event

Join Alex, Phil, and Elly, as they discuss the latest happenings in the cellular and wireless industry – as covered in Wireless Watch.

This week:

T-Mo US latest MNO to target SMEs for private 5G, in Cisco partnership
Teaser of the UKTIN AI Telecom conference

Read more here: https://rethinkresearch.biz/product/wireless-watch/

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26 January 2024

The Wireless Watch Podcast - Episode 2: Indian ARPUs, BT's SRN bragging, Nokia's photonic fronthaul, and Nvidia's Aerial gambit

Join Alex, Phil, and Elly, as they discuss the latest happenings in the cellular and wireless industry – as covered in Wireless Watch.

This week:

Indian telco duo steps up drive for higher 5G ARPU
EE claims win in UK SRN phase one, rival MNOs scramble
Nokia, NTT, claim photonic fronthaul record
Nvidia preps Aerial as MNO AI monetization opportunity

Read more here: https://rethinkresearch.biz/product/wireless-watch/

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22 January 2024

The Wireless Watch Podcast - Episode 1: RedCap, HPE-Juniper, and Altice corruption lessons

We have relaunched the Wireless Watch Podcast!

Making her podcasting debut is Elly Whittaker, and the venerable Philip Hunter is on hand to talk us through that Hewlett Packard Enterprise and Juniper Networks merger, and the latest RedCap happenings – respectively.

The podcast is a high-level companion to the full Wireless Watch subscription service – which you can purchase on this website.

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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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