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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

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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3 November 2022

Rethink Wireless Episode 4: 3GPP Release 18, blessings for the Nordics, and satellite convergence at MWC Las Vegas

In this episode, principal analysts Caroline Gabriel and Phil Hunter talk about the upcoming 3GPP Release 18 standards and satellite convergence at MWC Las Vegas. Caroline (00:58 – 14:40) takes a look at how the traditional RAN equipment vendors, Nokia and Ericsson, but also Huawei, may take advantage of advanced use cases emerging out of the 5G Advanced standards releases (Rel. 18 – 20). Phil (14:40 – 23:25) on the other hand discusses the topic of satellite-cellular convergence at MWC Las Vegas, highlighting some key partnerships and collaborations coming out of the convention. Hosted by Luc Braun. 

The articles discussed can be found on our website here:

NEPs will retain power if they can make 5G Release 18 truly meaningful

MWC Las Vegas: satellite convergence, FWA and O-RAN top the bill

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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25 October 2022

Rethink Wireless Episode 3: Dish divests Boost assets and the automotive chip supply chain is changing

In this episode of the Rethink Wireless Podcast, Rethink Technology Research’s analysts, Caroline Gabriel, Phil Hunter, and Luc Braun talk about some changes coming to the wireless communications market.

Caroline (1:15 – 15:25) uses a potential Dish Network plan to divest its Boost MVNO assets, to explore new network ownership and business models.

Phil (15:25 – 27:25) delves further into the world of automotive chips, this time taking a look at changes to automotive chip supply chains and logistics.

The articles discussed can be found on our website here:

Dish may divest Boost, which would strengthen its 5G business case

Hyundai develops 5G module as auto industry reshapes supply chain

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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17 October 2022

Rethink Wireless Episode 2: The Telco Cloud and Open RAN

In this episode of the Rethink Wireless Podcast, wireless analysts Luc Braun and Phil Hunter talk about Phil’s recent Wireless Watch piece, where he explores some issues around the telco cloud following a recent statement on the matter by Orange CTO Laurent Lebucher.

Hosted by Luc Braun with Phil Hunter.

The discussed article can be found on our website:

Telco cloud struggles to deliver on early promise amid recreation of silos

For more analyses, see 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]

Preparing player...
12 October 2022

Wireless Watch Podcast 1: Qualcomm

In this episode, chief analysts Caroline Gabriel and Phil Hunter talk about Qualcomm’s adventures in this week’s news cycle. Phil explores Qualcomm’s involvements in the automotive chip market (00:00 – 13:00), while Caroline goes into detail about Qualcomm’s new suite of chips and accelerators for Open RAN (13:00 – 32:38).

Hosted by Luc Braun with Caroline Gabriel and Phil Hunter. 

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