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BT's downsizing plan looks more realistic than Vodafone's
Morris Lore | 5/23/2023

BT has more to gain from slashing up to 55,000 jobs than Vodafone has from cutting 11,000, and BT's plan looks more feasible.

BT boss prophesies jobs carnage in AIpocalypse
Morris Lore | 5/18/2023

CEO Philip Jansen expects up to 42% of existing BT roles to have disappeared by the end of the decade, thanks partly to generative AI.

Vodafone job cuts throw 'tech co' strategy into doubt
Morris Lore | 5/16/2023

Vodafone's new boss Margherita Della Valle plans to cut 11,000 jobs in three years, raising questions about the European operator's direction.

After hefty cuts, AI puts thousands more telco jobs on the line
Morris Lore | 5/3/2023

Operators tracked by Light Reading cut nearly 58,000 jobs last year, and many roles in the telco sector could be in the crosshairs of AI.

Open RAN must do a better job of facing its critics
Morris Lore | 4/24/2023

Swathes of the industry remain unconvinced open RAN is a fix for the big problems it originally identified.

AT&T job cuts continue as headcount drops by 5,100 since January
Morris Lore | 4/21/2023

Tens of thousands of jobs have disappeared at AT&T since it first made its bid for Time Warner and the cuts go on.

Traffic surge is a red herring in the 'fair share' debate
Morris Lore | 4/13/2023

Vodafone's claim about 'decoupling' traffic growth from energy use and evidence of falling consumption by other telcos will not help those arguing Big Tech should pay network fees.

UK govt identifies big reason to bless Vodafone-Three merger
Morris Lore | 4/11/2023

A monster report from the newly formed DSIT says neither telco covers its cost of capital while ruminating on standalone 5G, 6G and the old favorite of open RAN.

Deutsche Telekom performs CO2 vanishing act
Morris Lore | 4/6/2023

The German telecom incumbent claims to have reduced its carbon emissions by 94% since 2017, but it depends how you measure it.

BT would be nuts to replace Jansen now
Morris Lore | 3/27/2023

The UK telecom incumbent is reportedly searching for a new boss, but it will have trouble finding one who can do any better.

Fair share or net neutrality? Cakeist EC thinks it can have both
Morris Lore | 3/27/2023

The European Union seems to be approaching the subject the way Boris Johnson approached Brexit.

Telcos coo as Nvidia pumps up the dirty Gen AI bubble
Morris Lore | 3/23/2023

Lift-off for generative AI would entail huge costs and have possible ramifications for climate change.

Whatever BT boss thinks, his fiber rivals are going nowhere fast
Morris Lore | 3/20/2023

As Ofcom weighs intervention on BT's latest pricing plans, its own data shows that BT's rivals have made scant progress in the UK's full-fiber market.

Vodafone and Three merger needs officials to ditch the dogma
Morris Lore | 3/17/2023

Allowing the Vodafone and Three merger to happen will show authorities have abandoned the 'four networks good, three networks bad' credo.

6G is shaping up to disappoint, and the industry can blame itself
Morris Lore | 3/15/2023

Marketers have already run out of road on 5G and the next generation of mobile will not do anything radically different.

Vonage boss is paid 550 times as much as average Ericsson worker
Morris Lore | 3/10/2023

Rory Read would have to perform miracles at Ericsson to justify another $32.76 million this year.

A Huawei ban in Germany could be nasty for open RAN
Morris Lore | 3/7/2023

Open RAN is not ready for widespread commercial deployment, Deutsche Telekom recently said, just as Germany weighs a Huawei ban.

MWC party goes on amid the rubble of telecom
Morris Lore | 3/3/2023

The show goes on, attracting its highest number of visitors since before the pandemic, but the industry is in bad shape.

APIs hog limelight at MWC, and Microsoft is all over them
Morris Lore | 2/28/2023

The talking points on Day One of this year's MWC included a logo makeover by Nokia, APIs and the growing presence of Big Tech.

Be afraid – ChatGPT has caught the eye of telecom
Morris Lore | 2/22/2023

The chatbot that has taken the world by storm is now being assessed for use in a range of telco operations.

Post-merger T-Mobile US is 9,501 employees short of its pledge
Morris Lore | 2/20/2023

The headcount reduction of 12% comes after T-Mobile's former CEO promised the deal would be 'jobs-positive' from the outset.

MWC is not the best look for an industry that says it's going green
Morris Lore | 2/20/2023

Energy efficiency and environmentalism are expected to be major themes at this year's show, but swaths of the industry look dirtier than ever.

Ericsson says 5G is spurring telco sales, but its case is weak
Morris Lore | 2/14/2023

The failure of 5G to lift telco revenues puts a company that depends on 5G network equipment sales in a very awkward position.

EU bigwigs gibber about M&A and fume about Huawei
Morris Lore | 2/8/2023

Officials come out with some meaningless comments about the single telecom market and realize national governments have been ignoring them about China.

T-Mobile takes greenwashing to a new high
Morris Lore | 1/31/2023

The US operator sets a net-zero target for 2040 but the emissions over which it has most control rose sharply in 2021.

Rakuten's energy use soared on mobile rollout
Morris Lore | 1/24/2023

The Japanese company watched electricity consumption rocket with its buildout of the country's fourth network – and that was before it had many customers.

Telcos don't look very brutally automated
Morris Lore | 1/19/2023

After several years of talk about the rise of the robots, the industry still seems to be a long way from having a self-driving network.

ChatGPT prompts excitement and fear about the AI future
Morris Lore | 1/9/2023

The arrival of a new and supremely articulate chatbot is a worry for anyone whose job involves the written word, including many in the telecom sector.

Amazon won't restore profitability with only 18,000 layoffs
Morris Lore | 1/5/2023

The e-commerce giant is reckoned to employ about 1.5 million people worldwide and would be loss-making without its cloud business.

The oxymoron of single-vendor open RAN is on the rise
Morris Lore | 1/4/2023

With a legion of vendors now advertising themselves as 'end-to-end' providers, this year is likely to see more open RAN washing.

iPhone cold turkey for Christmas
Morris Lore | 1/3/2023

Smartphone addiction is now a global menace, but cooking your device alongside the roast veg is not recommended as a way out.

The 6G mess is getting out of hand
Morris Lore | 12/9/2022

A standard hunting for a solution in search of a problem is beset by some awkward market realities and geopolitical strife.

Towerco consolidation would show up huge conflicts of interest
Morris Lore | 11/25/2022

Europe's biggest operators are selling tower services to the same companies they compete against in the consumer-facing market.

Telco cost complaints about network traffic don't stack up
Morris Lore | 11/14/2022

An analysis by Vodafone's most senior technology executive undermines the argument that a surge in data traffic is squeezing profits.

BT's post-COVID message to UK: pay us more as we pay you less
Morris Lore | 11/4/2022

The British telecom incumbent has moved on from the virtue-signaling days of the lockdown as it tries to make ends meet.

Telcos didn't need open RAN to avoid a Nordic duopoly
Morris Lore | 11/3/2022

With or without open RAN, several big Asian vendors led by South Korea's Samsung are providing an increasingly viable alternative to Huawei.

Making Big Tech pay for networks is like taxing BMW for roads
Morris Lore | 11/2/2022

The argument that Big Tech is responsible for the deluge of traffic on telco networks is spurious.

FYUZ wrap: Open RAN in denial and a dose of metaverse envy
Morris Lore | 10/28/2022

It was a gastronomic and well-organized event in Madrid, but TIP's impact remains limited and there are some baffling telco obsessions.

AT&T quietly cuts another 2,500 jobs
Morris Lore | 10/21/2022

The aging US telco continues to hack into its workforce, and this time it does not have the divestiture of media assets to blame.

Let's not confuse multicloud with agnosticism
Morris Lore | 10/12/2022

Having several clouds in the mix is probably a sensible idea, but it doesn't necessarily mean there is a fallback if something goes wrong.

Taxing the Internet rich to feed the telco poor would be madness
Morris Lore | 10/10/2022

Europe's authorities should reject calls for Big Tech to pay network costs and consider more sensible leveling-up measures instead.

Open RAN mania for systems integration could end badly
Morris Lore | 10/10/2022

Mavenir is the latest to enter the systems integration game after previously expanding into hardware. But how many end-to-end players can the market support?

Is network slicing toast?
Morris Lore | 10/6/2022

Hard to market, potentially hard to guarantee and in possible contravention of rules on net neutrality, network slicing is not looking like the best thing since, well, you know what.

Musk says Twitter has the X factor after all
Morris Lore | 10/5/2022

The Tesla billionaire is back at Twitter's door with his bag of dosh, saying he needs the social media company to build the all-powerful super-app of the future.

Public cloud holds perils, and don't expect an 'open' RAN with it
Morris Lore | 9/29/2022

The deeper an operator goes into a public cloud, the harder it may be to get out of it.

DTW 2022: Telecom fear and loathing in Copenhagen
Morris Lore | 9/23/2022

The telecom industry revealed its hopes and fears about change and the cloud at the TM Forum's first bash in Denmark, and there was even a naked Dane.

Telecom fairy tales and the fall of ONAP
Morris Lore | 9/15/2022

As Copenhagen gets ready to host the TM Forum's big bash, the telecom industry is in need of a reality check.

Open RAN is falling a long way short of its promise
Morris Lore | 9/12/2022

In the absence of plug-and-play capability, operators may either need to spend money on 'reaggregators' or even stick with single-vendor solutions.

The iPhone satellite service looks desperately niche
Morris Lore | 9/8/2022

Apple fanboys who hoped for mobile broadband in the outback will be sorely disappointed, but it probably won't stop them buying the 14 Pro.

German coziness with China and Russia created a huge telecom risk
Morris Lore | 9/7/2022

Heavily reliant on Russian gas and Chinese technology, Europe's biggest operator must pray the lights and the basestations stay on.

The carbon-belching ICT sector must do better on the environment
Morris Lore | 9/2/2022

Energy-efficient technology is in vogue in the telecom sector, but the ICT sector is forecast to be an even bigger contributor to carbon emissions by 2040.

Virgin Media O2 would be mad to follow Vodafone on open RAN
Morris Lore | 8/31/2022

The UK operator is under no pressure to replace existing suppliers and would incur huge costs to deploy open RAN widely.

India's 5G market dashes early hope for open RAN, local vendors
Morris Lore | 8/5/2022

Contracts awarded so far have gone to the Nordic and South Korean giants with zero mention of open RAN.

Europe's telcos flout net neutrality in push to make Big Tech pay
Morris Lore | 7/20/2022

ETNO wants Big Tech treated differently from other companies that rely on telecom infrastructure.

How Europe's biggest telcos lost control of their towers
Morris Lore | 7/19/2022

As private equity and specialist 'towercos' have advanced, Europe's operators have retreated from asset ownership.

The fuss about Nothing smartphone is baffling
Morris Lore | 7/14/2022

The world's latest smartphone, branded 'Nothing 1,' uses a parrot in its marketing. That's appropriate - because it's basically just a mimic.

Musk reneges on $44B Twitter bid with 'bots' baloney
Morris Lore | 7/11/2022

The world's richest man blames Twitter deceptiveness after pulling out of deal, but it would allow him to focus on his space and satellite ventures.

Banking has woken up to the public cloud risk. Has telecom?
Morris Lore | 7/11/2022

A white paper published by the Bank for International Settlements outlines the dangers of entrusting financial systems to a handful of Big Tech players.

Rakuten takes aim at VMware, and it's not the only threat
Morris Lore | 7/5/2022

The midsized cloud-computing platforms risk being squeezed in a pincer movement of public clouds and specialists.

Hurt badly by Huawei, Parallel Wireless lacked scale and scope
Morris Lore | 7/1/2022

Fierce competition from the Chinese looks like the main cause of massive layoffs, but the open RAN player had other problems, too.

BT staff threaten summer of disconnection after CEO pay soars
Morris Lore | 6/28/2022

Strike action over pay could plunge the UK into a broadband blackout and would follow a 32% pay increase for BT's boss.

Dr. FAANG and the metaverse of madness
Morris Lore | 6/23/2022

Various Big Tech companies – but no telecom operators – club together to promote an interoperable, open and standards-based metaverse.

Belgium sleepwalks into 5G and foists new entrants on market
Morris Lore | 6/21/2022

Europe's weirdest nation raises euro 1.2 billion from its long-delayed spectrum auction and throws yet more competitors into the mix.

Despite critics, fiber rollout is a rare UK success story
Morris Lore | 6/20/2022

Despite fears of a 'digital' imbalance between fiber haves and have-nots, a surge of private-sector investment has been welcome.

Nobody has the foggiest about the edge
Morris Lore | 6/16/2022

Does edge computing decentralization make sense? What form should it take? What role is left for network operators? The telecom industry is still seeking answers.

Open RAN specialists are a dying breed
Morris Lore | 6/13/2022

Several suppliers have now expanded their product offerings in a development that calls open RAN logic into question.

Vodafone CEO Read widens pay gap with his staff
Morris Lore | 5/30/2022

Despite shareholder unhappiness with the UK operator's recent performance, CEO compensation rose 17% last year, its annual report shows.

6G has every chance of screwing the carriers
Morris Lore | 5/17/2022

Another big investment round will net billions for governments and equipment vendors, while forcing operators to dig deep.

Mavenir under fire over role in Russia
Morris Lore | 5/6/2022

The US software vendor looks tarnished by its association with investor Charles Koch, whose business has been criticized for continuing to operate in Russia.

Overpaid and underperforming: Meet the bosses of US telecom
Morris Lore | 5/3/2022

The publication of pay ratios shines the light on the disparity between Europe and the US when it comes to CEO compensation.

Free speech is in trouble if it depends on Twitter
Morris Lore | 4/29/2022

The loss-making social media platform risks turning into an echo chamber of similar voices after an Elon Musk takeover.

Eutelsat caught in Orwellian fight between Europe and Russia
Morris Lore | 4/28/2022

The European satellite company stands accused of distributing Putin's propaganda to millions of Russians. Meanwhile, Europe is adopting Russian tactics.

Twitter owner or free-speech custodian? Musk cannot be both
Morris Lore | 4/26/2022

The board of the social media company has accepted a $44 billion offer by Elon Musk, whose move could have dramatic consequences.

Vodafone Germany IT snafu preceded CEO's departure
Morris Lore | 4/20/2022

The operator turned in a disappointing performance in Germany's fixed-line broadband market last year, with IT problems partly to blame.

Netflix is in crisis as streaming hits the buffers
Morris Lore | 4/20/2022

As prices rise and TV loses some of its lockdown appeal, households are reassessing how many streaming platforms they can afford.

An Elon Musk takeover won't save Twitter
Morris Lore | 4/19/2022

The Tesla founder's commitment to free speech is a worry for the investor community.

Dorsey's Internet is better than the anarchy of tomorrow's Web3
Morris Lore | 4/7/2022

If today's tech billionaires look scary, just wait for tomorrow's crypto-enriched masters of the universe.

Huawei hunts for AI and cloud expertise in Moscow
Morris Lore | 4/1/2022

The Chinese vendor continues to advertise job vacancies in Russia, where its main rivals have suspended operations.

Huawei cut 10K non-R&D jobs in two years but still got bigger
Morris Lore | 3/29/2022

The Chinese kit vendor is morphing into an R&D specialist but may struggle to maintain spending at its current level.

Huawei is slowly being strangled
Morris Lore | 3/28/2022

The Chinese vendor is in worse shape than anyone thought before the publication of its latest annual results.

T-Mobile wants to give 5G a kick in the pants
Morris Lore | 3/24/2022

Carriers need to get out of the way if the technology is to thrive, says the operator, but it seems to be doing the opposite.

Ukraine has made Huawei even more toxic for European telcos
Morris Lore | 3/11/2022

The Chinese equipment vendor's continued involvement in Russia is awkward for its biggest European customers.

MWC takes leave of reality as visitors pile back
Morris Lore | 3/7/2022

The mobile industry's giant shindig was back with 61,000 visitors, even if the big news stories had nothing to do with it.

Samsung has no 2G, and that's a problem for Vodafone
Morris Lore | 3/4/2022

The South Korean vendor's lack of 2G or 3G network products brings open RAN difficulties for the UK operator.

How T-Mobile broke promises on jobs amid US telco workforce cull
Morris Lore | 2/15/2022

John Legere, the operator's former CEO, said a merger with Sprint would be 'jobs-positive' from day one, but 5,500 roles have gone and the cuts by rivals are even bigger.

MWC expects just 50k visitors this year after COVID rout
Morris Lore | 2/10/2022

But there is cause for optimism with major exhibitors returning for the 2022 show after last year's cancellations.

For all the early 6G talk, the Gs investment cycle looks broken
Morris Lore | 2/9/2022

The mobile industry has routinely overpromised and underdelivered on the Gs. A different model looks desirable.

The problem is not Vodafone – it's telecom
Morris Lore | 2/2/2022

Despite its bad rap in the mainstream media, the UK-based operator has outperformed other telco stocks, and its peers face most of the same challenges.

Microsoft's power won't dim when the pandemic ends
Morris Lore | 1/26/2022

Shares in Big Tech are down since the beginning of the year as investors fret about a return to the old normal. They shouldn't.

The Netflix outlook is turning blurry
Morris Lore | 1/21/2022

The video-streaming firm often grouped with the Internet giants remains a one-trick pony while competition is rising.

Gigabit for all should be last of the UK's concerns
Morris Lore | 1/20/2022

Authorities in the UK should drop their obsession with ensuring luxury broadband services are brought to remote communities.

A metaverse-loving Microsoft brings a dystopia for telcos
Morris Lore | 1/19/2022

A $68.7 billion takeover of Activision Blizzard by the software giant promises a future deluge of network traffic.

Ericsson plans return in cheery news for MWC, but Sony may be out
Morris Lore | 1/14/2022

An intended comeback by the Swedish equipment vendor bodes well for the Barcelona-based trade show.

Telecom in 2030: Openness with no guarantee of diversity
Morris Lore | 1/5/2022

Open interfaces will be baked into future generations of mobile technology, but that does not mean the market will be more competitive.

Misfortune dogs Telecom Italia as earnings outlook dims
Morris Lore | 12/16/2021

Amid speculation about its future ownership structure, the Italian phone incumbent has been forced to downgrade its forecasts.

What conflicts of interest? Vantage offers towers to 1&1
Morris Lore | 12/13/2021

The Vodafone business will lease space on towers to a company that competes directly against Vodafone Germany - go figure.

Moving core to cloud for 'suckers,' tweets BT exec after AWS outage
Morris Lore | 12/9/2021

The UK incumbent's chief architect derides recent public cloud deals after the latest preview of the Internet apocalypse.

The UK government is losing its open RAN faith
Morris Lore | 12/8/2021

Boris Johnson's interventionist government backs away from issuing open RAN mandates after realizing the technology is far from ready.

Ho ho ho – telco Xmas list asks Europe to scrap net neutrality
Morris Lore | 11/30/2021

The region's big players have written a hopeful letter asking for mergers to be approved, spectrum to be cheaper and big tech to pay up.

Ericsson's $6.2B Vonage deal has befuddled investors – no wonder
Morris Lore | 11/26/2021

Vonage's relevance to 5G is questionable and shareholders will be asking if the cash would have been better spent elsewhere.

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