Category: Financial results


The Telecoms.com Podcast: Twitter, Nokia and the edge

All pretence at time discipline is abandoned this week as the lads break the two-hour mark despite not even having a guest. The main reason for this is the decision to lead with Twitter, which opens up several other cans of worms. They eventually move on to Nokia, which recently announced its latest numbers, and conclude by trying to work out what the point of edge computing is.

The Telecoms.com Podcast: Ericsson, M&A and Twitter

Both Iain and Scott were carrying bugs when this was recorded but it will take more than that to keep them from their podding duties. They start by reflecting on Ericsson’s quarterly earnings announcement, specifically concerning the trouble the company is in regarding its historical activities in Iraq. Rumours of a Vodafone UK acquisition yield a chat about telco M&A before they conclude with the then breaking news of Elon Musk bidding to buy the whole of Twitter.

Orange is still struggling in Spain

French telecoms group Orange hit its targets for the full year but a closer look at the numbers shows it’s still not having an easy ride in its home market, nor in neighbouring Spain.

The Telecoms.com Podcast: Nokia, X2 and Big Tech

The middle of quarterlies season gives the lads plenty of corporate arcana to bang on about in this week’s pod. They start by reviewing Nokia’s numbers and what they say about the progress the Finnish kit vendor is making in its strategic turnaround. Iain then takes things even deeper into the weeds by introducing a technology Scott had never heard of that could have a major impact on the OpenRAN movement, before they conclude with a look at the fortunes of US Big Tech companies and what they mean for the broader economy.

Vodafone CEO hints at future M&A

UK operator group Vodafone indicated it was pleased with how things are going in its latest trading update and might even be tempted to splash the cash before long.

The Telecoms.com Podcast: Ericsson, Sigfox and Spotify

No guest but a new studio for this week’s pod as the lads move down the road. Pausing only for customary reflections on the state of the rona, they start by dissecting Ericsson’s latest numbers and what they tell us about the company’s direction of travel. They move on to reflect on the apparent demise of IoT company Sigfox before concluding with a look at the latest attempt to censor podcaster Joe Rogan by attacking Spotify, which publishes him.

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