Ericsson shares spike as it rolls with the Chinese punches
Swedish kit vendor Ericsson managed to offset continued decline in China with gains elsewhere and improved its margins in Q4 2021, which seems to have pleased investors.
Telecoms.com
Category: Vendor
The Telecoms.com Podcast: OpenRAN, roaming and Huawei
After an extended break due to Christmas and Omicron, the lads are back in the studio. They start with an assessment of the Rona situation as we start the year and what that means for MWC. The main segments have a forward-looking feel, starting with a look at the prospects for OpenRAN and specifically Rakuten’s role in it. They move on to discuss the dilemma UK operators face regarding the reintroduction of roaming charges before concluding with a look at Huawei’s prospects.
Samsung forecasts a hefty 52% Q4 profit hike
Korean tech giant Samsung has issued earnings guidance for the final quarter of 2021, showing a likely 52% profit jump.
Telecoms industry remains optimistic despite everything
Seven out ten respondents to the 2021 Telecoms.com Annual Industry Survey are largely happy with how this year went and more are expecting a strong 2022.
The Telecoms.com Podcast: OpenRAN, Ericsson and retail tech
Scott embarks on his second recording of the day, having shot the Glotel Awards vid previously. The lads are compelled to lead with OpenRAN once more, because that’s what was going on again that week, specifically European operators using it as a pretext to beg for state cash. They move on to talk about Ericsson, which launched some software that promises to play nice with OpenRAN before concluding with a look at cashierless technology that is creeping into the UK retail sector.
Chinese optical-fibre cables face punitive EU tariff
Optical-fibre imported from China could face up to a 44% tariff after an EU investigation has supported allegations of state-backed distortion and dumping behaviours, and Deutsche Telekom isn’t happy.
Europe’s big shots launch Open RAN manifesto
Five of Europe’s biggest operators sent out a rallying cry for the continent to win leadership in Open RAN, with plenty of hyperbole and some fundamental flaws.
Nokia unveils a new SaaSy software strategy
Finnish kit vendor Nokia has decided it’s time telecoms software was delivered on an ‘as-a-service’ basis.
The Telecoms.com Podcast: 5G, Meta and quarterlies
The crew is delighted to welcome another special guest in telecoms analyst Dean Bubley. After a ridiculously long introduction they finally get to the topic of 5G, specifically sorting the hype from the reality. Facebook recently decided to rename itself Meta, so they move on to discuss that and the concept pf the metaverse that it refers to, before concluding with a couple of highlights from quarterly earnings season.
Samsung delivers record quarter on the back of chip demand
Samsung Electronics published its financial results of Q3 with highest ever revenue and second highest profit, driven by sustained high market demand for semiconductors.
Non-wireless business propels Nokia to improve outlook
Nokia slightly improved its full-year outlook after delivering a healthy quarter, driven mainly by its network infrastructure and licensing business groups, partly offset by weakness in the mobile networks business.
US Huawei blacklist revealed to be pointless
Despite being on a US export blacklist, Chinese telecoms giant Huawei has apparently been able to buy billions of dollars of US technology.
Virgin Media O2 flirts with Samsung as a RAN vendor
Newly-merged UK operator group VMO2 is going to conduct trials with Samsung to test the compatibility of its 4G and 5G kit with legacy networks.
76% of Canadians want Huawei banned from 5G networks
Following the conclusion of the extradition process for Huawei’s CFO, a new poll by one of Canada’s major newspapers reveals national sentiment has hardened towards China.
The Telecoms.com Podcast: China Mobile, Orange and Facebook
We’ve run out of guests for the time being so you’re just stuck with boring old Scott and Iain. They start by reviewing the latest 5G tender from China Mobile and what it might mean for the future of the global telecoms industry. Orange had a strategy day earlier in the week, which they both attended, so them move on to review that before concluded with the latest dramas around Facebook.
The Ericsson massive MIMO diet yields 12kg radio
Weight is the fashionable differentiator in the kit vendor world these days and Ericsson has raised the stakes with its latest lean-and-mean radio.
NEC and AWS expand partnership to drag 5G even further into the cloud
The two tech heavyweights are expanding their existing collaboration to deliver cloud native 5G, enhanced digital government solutions, as well as hybrid cloud.
Ericsson CEO vows to fight for Chinese presence
Börje Ekholm, CEO of Swedish kit vendor Ericsson, is determined not to throw in the towel over China despite geopolitical forces working against him.
Ericsson gets some free marketing from Vodafone
Vodafone UK reckons it can halve 5G energy consumption by using a new piece of Ericsson kit.
The industry is largely happy with how 5G has come about
Eight out of ten telecoms professionals participating in a recent Telecoms.com survey said 5G has either met or exceeded their expectations.
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