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The Appledore Research Podcast

Business & Economics Podcasts

Appledore analysts and guests discuss trends and developments in the transformation of the telecom industry. Hosted on Acast. See acast.com/privacy for more information.

Location:

United States

Description:

Appledore analysts and guests discuss trends and developments in the transformation of the telecom industry. Hosted on Acast. See acast.com/privacy for more information.

Language:

English


Episodes
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Episode 31 - Telecom: A Software Engineering Perspective

5/1/2024
What do software leaders within telcos think about the tremendous rate of change and technological innovation taking place? How do they view topics like SaaS, GenAI, or edge computing? How do they consider the vendor landscape? What principles are most important in the era of cloud and continous delivery? In this thoughtful episode, Robert and John talk with Rob Bennett, SVP of Software Engineering at Echostar - the new name for the combined Dish Wireless and Echostar assets that were re-merged in early 2024. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:38:37

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Episode 30: From AI to Quantum, with IBM Research's Jeff Welser

3/25/2024
IBM Research is responsible for ideas and innovations that will drive growth and redefine the state-of-the-art in technology. In a rare discussion with IBM Research , Patrick Kelly begins the episode with COO Jeff Welser by exploring the state of AI, and the practicalities of cutting-edge research. From there, it's a look into the relationship between AI and quantum computing, high-value use cases for both within telecom and in other industry sectors. And with a diversion into the world of 2nm silicon, cooling... it's quite the tour, right at the frontiers of technology. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:29:27

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Episode 29 - Disruption at the Edge, with Arrcus' Shekar Ayyar

2/19/2024
Patrick Kelly talks with Arrcus' CEO Shekar Ayyar, exploring how the network infrastructure market is ripe for disruption, starting from the edge in. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:34:14

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5G Testing and Assurance in the Cloud Era, with Spirent's Steve Douglas

2/15/2024
Patrick Kelly talks with Spirent's Head of Strategy, Stephen Douglas, on the nature of testing and assurance for telcos in the cloud era. At least, that's where they start... An informative two-way discussion follows - a useful primer for lots of what will be on show at MWC24. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:47:46

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Episode 27 - Changing the Game, with Amdocs' Avishai Sharlin

1/26/2024
In the telecom software market, Amdocs has long been one of the most significant and successful players. But how does it view, and respond to, the multiple waves of disruptive change in telecom and IT, from cloud to GenAI? To what extent are its customers - 400-some telcos across the globe - embracing or playing down the impact? In short, while we often talk about game-changing technologies, how is that playing out in practice, for both telcos and their suppliers? And, just ahead of MWC24, what can we expect to see hear and experience from Amdocs this year? This episode is a wide-ranging half-hour conversation with one of Amdocs' most senior and most experienced executives. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:30:38

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Modernizing Assurance, with Ciena Blue Planet's Ashley Woods

12/8/2023
The goals of network and service assurance haven't changed - but just about everything else has. How should operators adapt their assurance strategies and established a modern assurance capability? In this episode, Robert is joined by two true veterans in this market and topic: Ashley Woods, from Blue Planet (a Division of Ciena) and Principal Analyst Patrick Kelly. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:25:47

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Episode 25 - Going Vertical, with Oracle's Matt Beal

11/15/2023
Telcos were supporting industry verticals long before 5G, but seem to be struggling to make the case for greater relevance. Why is that? What are the opportunities and what else - beyond improved connectivity technology - must telcos do differently to be true partners for industries going forward? Robert and Grant are joined by Matt Beal, Senior VP of Development at Oracle Communications, and a highly experienced telecom industry executive on both sides of the Atlantic. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:23:32

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Beyond x86: Specialty Silicon in Telecom

11/1/2023
Yes, the telecom future is software - but it's not *only* software, and innovation and specialization in silicon has a major part to play in enabling and shaping the future of the industry. Accompanying a major new Market Outlook report on the continuing evolution of silicon in telecom, Grant Lenahan talks to Robert about why the silicon market is so important, how new vendors are making an impact, and why CSPs need to be up to speed on their options. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:19:01

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Episode 23 - DTW, MWC Americas, Fyuz

10/5/2023
Summer seems a long time ago, as the tradeshow season has returned with near back-to-back events. Robert, Patrick and John review the themes, mood and showfloor conversations from TM Forum's recent Digital Transformation World, and the GSMA's MWC Americas in Las Vegas. We also look ahead to the upcoming Telecom Infra Project's Fyuz in Madrid, and FutureNet World Asia. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:24:23

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Episode 22 - Automation in Telecom, with ServiceNow's Rohit Batra

9/14/2023
Automation in telecom is hardly a new idea. But what is new is its top-level importance, in a world where network complexity is beyond human comprehension, and speed is a critical differentiator for operators. In telecom, operational speed and efficiency revolves around network inventory, so in this episode we explore how the inventory management and wider automation are linked, and how they are changing. Featured guest is Rohit Batra, General Manager for ServiceNow's Telecom, Media & Technology business. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:24:00

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Episode 21 - DTW2023 Preview

9/7/2023
It's back to Copenhagen! Now that we know where's hot (or not) to stay, how the trains work, how to find the Bella Center, the global telecom software community convenes again under the auspices of the TM Forum with extra confidence - and with plenty to talk about from the six months since MWC Barcelona. Robert, Francis and John preview the event and look forward to a busy few days of on-site meetings. Links... Digital Transformation WorldExcellence Awards Finalists videosCatalyst Projects Hosted on Acast. See acast.com/privacy for more information.

Duration:00:25:15

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Episode 20: Telecom and the Developer Community

8/16/2023
Summertime gives many of us a chance to travel somewhere interesting and different, and gain a new perspective. We've taken that to heart in this episode, as Robert and Francis spend time with someone who lives full time within the fabled "developer community" that features as a box on countless slides from telecom CSPs and vendors. For well over a decade, Alan Quayle has led an initiative to rally developers to leverage the potential of programmable telecom networks - the aptly-title Telecom Application Developer (TAD) series of events. We ask: does telecom actually "get" developers? What innovation have we seen from third party developers? What are CAMARA's chances? Hosted on Acast. See acast.com/privacy for more information.

Duration:00:32:52

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Episode 19 - Big IT Meets Big Telecom, with Microsoft's Rick Lievano

8/9/2023
Cloud continues to provoke fundamental change in telecom. Together with increasing software-ization, the landscape of the most prominent vendors in telecom continues to shift. Add in recent developments in AI, and a picture begins to emerge of an industry undergoing a complete revolution - with "Big IT" having a profound influence on the future of the industry. In this episode Robert and John are joined by Rick Lievano, CTO for Worldwide Telecom Industry for Microsoft to get an inside view on how one of the most important technology companies in the world is driving the trend. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:32:42

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Episode 18 - Collaboration: the new "Transformation"?

8/4/2023
On the path to open and disaggregated networks, a frequent cry is the need for greater "collaboration" between telcos and suppliers, between suppliers themselves, and a bunch of other stakeholders and interested parties from standards bodies to students, integrators to academics. That's all very well, but what does that mean, and what does it look like in practice? Robert Curran gets a perspective from Katja Henke, Senior Innovation Project Manager at DT and a lynchpin of the high-profile i14y Lab consortium in Berlin. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:18:59

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Episode 17 - What's next for CX? With CSG

7/12/2023
"Customer Experience" is an endlessly evolving term in telecom, with new technologies and situations creating ever-increasing expectations for telcos to meet. What are the latest trends and techniques available to operators in their pursuit of that NPS-boosting "excellence in customer experience"? John Abraham returns with guest Chad Dunavant, Chief Strategy Officer at CSG International. Robert Curran hosts. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:27:05

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Episode 16 - AI in Telecom

7/6/2023
AI has been back on the front pages in 2023, and seems to inducing a combination of panic and the sort of "irrational exuberance" not seen since the dotcom boom. In the context of telecom, which response is the right one? In this episode, we get the perspective of a true veteran of AI in telecom (and new recruit to Appledore), Roman Ferrando, Patrick Kelly summarizes the market progress of AI in telecom to date - use cases and notable adoptees - and separates froth from meaningful progress. And yes: we do look at #AIwashing and offer some advice on companies in telecom (operators and vendors) can avoid running into AI trouble. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:30:10

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Episode 15 - Rethinking Innovation

6/15/2023
In this episode we explore how the nature of innovation, and the processes and practices around it, are changing as result of the new capabilities of cloud-native software. Joining Robert and Francis are Marius Waldum of Working Group Two, and Justen Burdette, CEO of US mobile operator Mobi. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:36:22

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Episode 14 - Charging, Telecom and the Public Cloud, with TelcoDR

6/7/2023
In a lively, wide-ranging discussion, John and Robert talk with Danielle Royston - TelcoDR - about the state of charging in telecom, and the impact of public cloud and SaaS more widely. We also cover "that" MWC takeover in 2021, a certain rock star, and TelcoDR's plans for her $1bn Telecom Transformation Fund, beginning with Totogi. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:38:41

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Episode 13 - AI in Telecom, with IBM's Andrew Coward

5/22/2023
Patrick Kelly takes the mic for this episode, with guest Andrew Coward from IBM, to discuss the accelerating story of telecom/IT convergence. But it isn't long before AI takes center stage. Offering solid perspectives on how to spot "real" AI from marketing froth, Andrew shares how AI in networks differs radically from enterprise use cases, and what the lifecycle of introducing AI into network operations really looks like. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:23:39

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Episode 12 - London Events Roundup (RCR Wireless Live! and FutureNet World)

5/11/2023
London has been the focal point for a number of notable occasions recently...including two in-person events hosted by RCR Wireless (welcome to London!) and FutureNet World (welcome back!), respectively. Robert Curran and Francis Haysom discuss the mood and highlights from both. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:16:13