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The Telecoms.com podcast: Light Reading sandwich
In the absence of Jamie, Scott becomes the filling in a Light Reading sandwich as he’s outnumbered by Ray and Iain. The three discuss long overdue big investments in fibre from the likes of Vodafone and Verizon, and why they matter. Talking about big investments they move on to the exceptional sum Apple wants for its latest shiny thing and to what extent that’s taking the piss. The gang concludes by reflecting on the necessity of the distributed cloud and how paying for it is nearly as expensive as buying an iPhone X.
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The @telecoms podcast returns this week with special guest Rajesh Pankaj from @InterDigitalCom. Watch or listen to hhttps://t.co/jsYfPwvKzl
30 January 2023 @ 15:34:50 UTC
Orange Belgium has brokered a pair of fixed network wholesale deals with rival Telenet that it clearly hopes will h hhttps://t.co/xXRlhcGCve
30 January 2023 @ 14:40:07 UTC
Service providers are keen to welcome the benefits of cloudification to their networks, and utilise co-existence an hhttps://t.co/0eEpHEIS0x
30 January 2023 @ 13:00:01 UTC
I enjoyed the podcast. Here are a few observations:
– The key reason for Vodafone’s German fibre investment is to improve their fixed broadband/connectivity propositions NOT backhaul for mobile. ~75% of the investment is to connect business parks which wouldn’t be the case if it was all about backhaul
– iPhone X: you should’ve asked them for their prediction of what share the X will make of iphone sales in the UK over the next year. My guess is way below 50%
– Distributed cloud is not going to be a big deal in the short/medium term (if ever) although the vendors would love it to take off. The number of apps that need that sort of extreme low latency have close to zero penetration and anyway many of these apps can get round latency with on device capabilities e.g., automonous vehicles will have to function with intermittant connectivity
Thanks a lot for your thoughts. I wonder if the business connectivity opportunity alone will offer sufficient return on such a big investment. I would’ve thought Apple will be delighted to get close to 50%. The distributed cloud feels like an inevitability for the reasons discussed but it’s definitely not a short term thing.