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Content by iainmorris
iainmorris
Member Since: August 8, 2014
Blog Posts: 2708
Posts: 386

Most Recently Posted

100 items
Canada officially gives Huawei and ZTE the boot
News Analysis  | 
5/20/2022  |  Post a comment
Operators need to clear the Chinese vendors out of their 5G networks by mid-2024 and stop buying any products from them later this year.
What Ericsson's restructure is all about
News Analysis  | 
5/19/2022  |  Post a comment
The Swedish equipment maker is seeking improvements at underperforming units and setting up its enterprise stall.
NTT's Rika Nakazawa on managing rubrics for private 5G networks
LRTV Interviews  | 
5/18/2022  |  Post a comment
Nakazawa discusses how the operator manages private networks for customers both on-campus and while roaming, and shares future use cases for the private network market.
Dish is not wedded to AWS after all
News Analysis  | 
5/18/2022  |  Post a comment
The company building America's newest mobile network wants a hybrid cloud deployment and not AWS lock-in, it says.
T-Mobile US throws down 5G gauntlet to slow-moving rivals
News Analysis  | 
5/17/2022  |  Post a comment
Neville Ray, the operator's chief technology officer, boasts a leadership position following the takeover of Sprint.
6G has every chance of screwing the carriers
Morris Lore  | 
5/17/2022  |  Post a comment
Another big investment round will net billions for governments and equipment vendors, while forcing operators to dig deep.
Wham, bam, Rakuten
LRTV Interviews  | 
5/17/2022  |  Post a comment
Rakuten Mobile CMO Geoff Hollingworth talks to Iain Morris about how the Japanese operator is making its presence felt.
Red Hat is a bright spot in the dreary IBM picture
News Analysis  | 
5/16/2022  |  Post a comment
Big Blue stumped up $34 billion for the open-source pioneer back in 2019, but was the huge outlay worth it?
Rakuten is dumping Red Hat's OpenStack for its own cloud tech
News Analysis  | 
5/16/2022  |  Post a comment
Following the acquisition of Robin.io in February, the Japanese company is phasing out an older platform it used to support its mobile network.
Rakuten Mobile hits peak loss as it charts path to profit in 2023
News Analysis  | 
5/13/2022  |  Post a comment
The Japanese mobile operator ditches free usage for customers and says most of the heavy lifting on network rollout is done.
BT limps off pitch with Warner sports deal as business withers
News Analysis  | 
5/12/2022  |  Post a comment
The UK incumbent is exiting a sports market in which it has invested heavily and faces no shortage of other business challenges.
Xilinx silicon implants brighten TIP's Evenstar
News Analysis  | 
5/11/2022  |  Post a comment
Bought by AMD in February, the US chip developer has backed away from FPGAs for its latest radio unit chip.
ZTE risks penalties with 'business as usual' in Russia
News Analysis  | 
5/11/2022  |  Post a comment
The Chinese vendor is still cited as a customer by various US component makers. Selling their technology on to Russian operators would be living dangerously.
Synchronoss swimming in losses but sees hope in cloud
News Analysis  | 
5/11/2022  |  Post a comment
The US telco software company is cutting back at its messaging and digital units after years of underperformance.
Canada objects to Rogers' $20.1B marriage to Shaw
News Analysis  | 
5/9/2022  |  Post a comment
Regulator apparently unhappy about Rogers' choice of buyer for Shaw's mobile assets, fearing this would hurt competition.
Mavenir under fire over role in Russia
Morris Lore  | 
5/6/2022  |  Post a comment
The US software vendor looks tarnished by its association with investor Charles Koch, whose business has been criticized for continuing to operate in Russia.
Arm embargo remains biggest threat to Huawei
News Analysis  | 
5/5/2022  |  Post a comment
Recent moves in China could pave the way to Arm's initial public offering in the next year, with possible consequences for China's biggest equipment maker.
MobiledgeX is dead. Long live Google Cloud
News Analysis  | 
5/4/2022  |  Post a comment
The platform once touted as a future telco standard has succumbed like so many industry initiatives to Big Tech's advance.
Overpaid and underperforming: Meet the bosses of US telecom
Morris Lore  | 
5/3/2022  |  Post a comment
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  |  Post a comment
The loss-making social media platform risks turning into an echo chamber of similar voices after an Elon Musk takeover.
Nokia runs into mobile supply crunch and warns of price rises
News Analysis  | 
4/28/2022  |  Post a comment
The Finnish equipment maker is leaner and more profitable after restructuring but has yet to see a sales turnaround at its largest unit.
Eutelsat caught in Orwellian fight between Europe and Russia
Morris Lore  | 
4/28/2022  |  Post a comment
The European satellite company stands accused of distributing Putin's propaganda to millions of Russians. Meanwhile, Europe is adopting Russian tactics.
Chinese chipmaker courted by Apple faces risk of US sanctions
News Analysis  | 
4/27/2022  |  Post a comment
The addition of YMTC to the Entity List would deal a blow to American makers of semiconductor factory equipment.
Twitter owner or free-speech custodian? Musk cannot be both
Morris Lore  | 
4/26/2022  |  Post a comment
The board of the social media company has accepted a $44 billion offer by Elon Musk, whose move could have dramatic consequences.
Sigfox takeover saddles UnaBiz with heavy baggage
News Analysis  | 
4/25/2022  |  Post a comment
The loss-making French IoT startup comes with eyewatering debts and costly network operations besides its intellectual property.
Snap losses mount as the sales outlook dims
News Analysis  | 
4/22/2022  |  Post a comment
War in Ukraine, rising interest rates and supply-chain disruption are weighing on the social media company as it plows money into R&D.
Rogers' $20.8B bid for Shaw is getting harder to like
News Analysis  | 
4/21/2022  |  Post a comment
Shaw's main mobile assets seem unlikely to be included in a deal Rogers justified on the basis it would speed up 5G rollout. And the original 'synergy' target hasn't changed.
Vodafone Germany IT snafu preceded CEO's departure
Morris Lore  | 
4/20/2022  |  Post a comment
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  |  Post a comment
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  |  Post a comment
The Tesla founder's commitment to free speech is a worry for the investor community.
Ericsson expects US fines as digital loss hits $5.6B since 2017
News Analysis  | 
4/14/2022  |  Post a comment
The Swedish company's share price took another hit after profits were also hurt by its decision to suspend business in Russia indefinitely.
Nokia to 'exit' Russia as Huawei reportedly stops work
News Analysis  | 
4/12/2022  |  Post a comment
The move by the Finnish vendor comes a day after Ericsson suspended operations 'indefinitely' and could leave Russian networks in peril.
The Russian roulette of buying software written in Moscow
News Analysis  | 
4/8/2022  |  Post a comment
Western technology companies still have significant teams of people based in Russia, and their status remains unclear.
Dorsey's Internet is better than the anarchy of tomorrow's Web3
Morris Lore  | 
4/7/2022  |  Post a comment
If today's tech billionaires look scary, just wait for tomorrow's crypto-enriched masters of the universe.
Vodafone UK's 5G backhaul pain is getting costly
News Analysis  | 
4/7/2022  |  Post a comment
The lack of affordable options for the mobile-only service provider is a problem as it prepares for the next phase of 5G.
German telcos joust over 5G antennas
News Analysis  | 
4/5/2022  |  Post a comment
Telefónica, Deutsche Telekom and Vodafone attach great importance to the number and type of antennas they operate in one of Europe's biggest markets.
Elon Musk may be on a mission to change Twitter from within
News Analysis  | 
4/4/2022  |  Post a comment
After buying a $2.9 billion stake, and becoming Twitter's biggest shareholder, the tech billionaire may be set for a clash with Parag Agrawal.
Apple under fire over courting of Chinese chip firm
News Analysis  | 
4/4/2022  |  Post a comment
US Senator Marco Rubio has written to Tim Cook, the iPhone maker's CEO, telling him a deal with YMTC would be 'unacceptable' to Americans.
Huawei hunts for AI and cloud expertise in Moscow
Morris Lore  | 
4/1/2022  |  Post a comment
The Chinese vendor continues to advertise job vacancies in Russia, where its main rivals have suspended operations.
Despite sanctions, US chip sales to China boomed in 2021
News Analysis  | 
3/31/2022  |  Post a comment
Major US companies reported a $25 billion sales increase in China last year, stoking fear about Chinese access to American technology.
Nokia shows why Russia is a bog for Western tech firms
News Analysis  | 
3/30/2022  |  Post a comment
The Finnish equipment vendor, which has not furloughed Russian employees, cannot simply turn off its tech.
Nokia still has up to 8K jobs to cut after slow progress on turnaround
News Analysis  | 
3/29/2022  |  Post a comment
The Finnish vendor will not be able to boost R&D spending without realizing its latest cost-saving targets.
Huawei cut 10K non-R&D jobs in two years but still got bigger
Morris Lore  | 
3/29/2022  |  Post a comment
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  |  Post a comment
The Chinese vendor is in worse shape than anyone thought before the publication of its latest annual results.
Apple iPhone 14 may feature Chinese chips with military links
News Analysis  | 
3/28/2022  |  Post a comment
Apple is evaluating memory chips made by state-owned YMTC, according to a Credit Suisse report.
Belgium's Telenet quits towers game for €745M
News Analysis  | 
3/25/2022  |  Post a comment
The heavily indebted operator sells infrastructure to DigitalBridge and goes from being a property owner to a tenant.
T-Mobile wants to give 5G a kick in the pants
Morris Lore  | 
3/24/2022  |  Post a comment
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.
Russia's war on Ukraine looks a nightmare for Netcracker
News Analysis  | 
3/24/2022  |  Post a comment
The telco software company says it has stopped business in Russia, while dodging questions about its reliance on Russian coders.
The open RAN diversity mission is not going to plan
News Analysis  | 
3/23/2022  |  Post a comment
Doubts are growing that open RAN will inject competition into the market for mobile network products.
NTT DoCoMo pitches open RAN smarts plus 13-vendor dream team
News Analysis  | 
3/22/2022  |  Post a comment
With the most extensive open RAN on the planet, the Japanese operator is trying to reduce costs ahead of virtualization.
Vodafone admits software rebirth will be hard to deliver
News Analysis  | 
3/21/2022  |  Post a comment
The operator is competing against dozens of other companies for a pool of expensive talent and its success cannot be guaranteed.
Arm cuts itself off from Russia, joining Intel and AMD
News Analysis  | 
3/18/2022  |  Post a comment
The UK-based chip designer has suspended product deliveries and support, leaving Russian data centers with a looming problem.
Arm has awkwardly become a lifeline for the Huawei cloud
News Analysis  | 
3/17/2022  |  Post a comment
A UK-based chip designer currently owned by a Japanese billionaire has provided an essential helping hand for one of China's most controversial companies.
6G will not be a new radio standard, say BT and Vodafone
News Analysis  | 
3/15/2022  |  Post a comment
Executives at the UK operators sound confident 6G will use the same underlying technology as 5G.
Vodafone UK proposes net neutrality fix for network slicing
News Analysis  | 
3/15/2022  |  Post a comment
The operator has carried out network slicing trials with Ericsson but says rules changes are needed before new services can be offered.
Rakuten's Amin targets 25% of RAN market in bid to unseat giants
News Analysis  | 
3/14/2022  |  Post a comment
The Japanese vendor's Symphony business is championing openness as it goes after a market still dominated by Huawei, Ericsson and Nokia.
Ukraine has made Huawei even more toxic for European telcos
Morris Lore  | 
3/11/2022  |  Post a comment
The Chinese equipment vendor's continued involvement in Russia is awkward for its biggest European customers.
Google will do the thinking for BT in future
News Analysis  | 
3/10/2022  |  Post a comment
Artificial intelligence developed by US Big Tech will help to run the UK operator in the years ahead.
Rakuten Mobile's new boss sets out 'fast-paced' growth plan
News Analysis  | 
3/9/2022  |  Post a comment
Tareq Amin says the burden of capex will start to ease in the summer, allowing the Japanese operator to focus on customer acquisition.
Amdocs declines to announce Russia sanctions
News Analysis  | 
3/8/2022  |  Post a comment
The provider of B/OSS software lists three major Russian clients in its last annual filing with US authorities and also does business in Ukraine.
How Western sanctions will hurt Russian telecom and tech
News Analysis  | 
3/8/2022  |  Post a comment
Operators have been cut off from the only viable non-Chinese suppliers, and the Chinese ones have problems of their own.
Ciena halts Russia sales but sees no major impact
News Analysis  | 
3/7/2022  |  Post a comment
Sales are booming, but optical equipment vendor watches share price fall as component shortages put margins under pressure.
MWC takes leave of reality as visitors pile back
Morris Lore  | 
3/7/2022  |  Post a comment
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  |  Post a comment
The South Korean vendor's lack of 2G or 3G network products brings open RAN difficulties for the UK operator.
DT targets city rollout of open RAN after Intel progress
News Analysis  | 
3/3/2022  |  Post a comment
The German incumbent's new chief technology officer promises a 'significant' urban investment in open RAN, possibly starting next year.
Russian telcos left with Huawei as Ericsson and Nokia down tools
News Analysis  | 
3/2/2022  |  Post a comment
The Nordic vendors have paused work as they assess the impact of US sanctions, raising the prospect of a China-powered Russian telecom sector.
Ericsson Iraq crisis worsens as risk of US penalties grows
News Analysis  | 
3/2/2022  |  Post a comment
The Swedish kit maker is facing fines, the potential collapse of its Vonage deal and a loss of business.
The next telco worry is paying for the metaverse
News Analysis  | 
3/1/2022  |  Post a comment
As Facebook demands network improvements, operators gathered at MWC weigh the impact of the metaverse and call for new business models.
Why Verizon sees a future in robotics
LRTV Interviews  | 
3/1/2022  |  Post a comment
Rima Qureshi, executive vice president and chief strategy officer for Verizon, joins Iain Morris on the show floor to discuss a demo of the company's work in advanced 5G and robotics.
BT's Howard Watson on why the 'standalone evolution' matters
LRTV Interviews  | 
3/1/2022  |  Post a comment
Howard Watson, CTIO of BT Group, discusses the operator's shift from non-standalone to standalone 5G, why it matters for customers and the technological hurdles to standing up a 5G core.
Orange to put 2G, 3G out of old-age misery by 2030
News Analysis  | 
3/1/2022  |  Post a comment
The French incumbent says it plans telecom euthanasia for the aging standards as it tries to simplify network management.
BT's Marc Allera: 5G's progress has been encouraging
CxO Spotlight  | 
2/28/2022  |  Post a comment
Marc Allera, CEO of BT's Consumer Division, said there's a lot yet to prove with 5G but the early experiments and network performance has been really encouraging. 5G standalone is the next big incremental step forward in the network's evolution.
Nokia mobile boss lashes out at open RAN fakes
News Analysis  | 
2/28/2022  |  Post a comment
Tommi Uitto says challengers have resisted partnerships and 'need to get their act together.'
6G threatens to be mobile's lost generation
News Analysis  | 
2/28/2022  |  Post a comment
The next generation of mobile technology faces a hard job to survive a geopolitical arms race, industry hype and growing telco unhappiness about the standards process.
Elisa moves closer to being powered by Google
News Analysis  | 
2/28/2022  |  Post a comment
The Finnish mobile operator has made a name for itself in automation. Now it is turning to US Big Tech for the next chapter in the story.
Rakuten Mobile names Amin CEO amid warning of $4.7B funding gap
News Analysis  | 
2/25/2022  |  Post a comment
Tareq Amin moves into the top job at the Japanese company's telecom unit, promising to launch an enterprise service this year as analysts fret about funds.
Intel hits back as rival open RAN chips take shape
News Analysis  | 
2/24/2022  |  Post a comment
As Marvell and Qualcomm launch new 'inline' accelerators, Intel makes improvements to its Xeon processor range.
The US shows job-slashing DT the money
News Analysis  | 
2/24/2022  |  Post a comment
Without a fast-growing US business and thousands of job cuts, Germany's incumbent would probably be investing far less in Europe.
Big spender Telefónica Deutschland still lags on 5G
News Analysis  | 
2/23/2022  |  Post a comment
The mobile network does not expect to cover half the German population until the end of this year and its investments have chewed into profits.
Huawei to be stopped from selling fiber products in UK
News Analysis  | 
2/22/2022  |  Post a comment
British government tightens some of its restrictions on the Chinese vendor but gives operators more time to make changes after pandemic disruption.
DT preps 'multivendor' open RAN rollout starting in 2023
News Analysis  | 
2/22/2022  |  Post a comment
The German telco says it has launched a request for quotation after being encouraged by lab progress on making open RAN more energy efficient.
Beamforming specialist Cohere pockets $46M in funds
News Analysis  | 
2/22/2022  |  Post a comment
Intel, Juniper and VMware are among the companies stumping up investment this time round.
Intel's growth plan is a big roll of the dice
News Analysis  | 
2/18/2022  |  Post a comment
The US chipmaker predicts annual revenues will be nearly $30 billion higher by 2026, but investors should be wary.
BT shifts 5G focus to the 'heavy lifting' job of standalone
News Analysis  | 
2/17/2022  |  Post a comment
Expectations for the technology dubbed 'real 5G' by parts of the industry are riding high, but the overhaul will not be easy.
Intel's latest $5.4B takeover is a big bet a glut is not coming
News Analysis  | 
2/16/2022  |  Post a comment
Huge chipmakers are spending heavily on new fabs and acquisitions in a sector previously characterized by cycles of shortage and oversupply.
Ericsson Iraq scandal is major embarrassment for CEO
News Analysis  | 
2/16/2022  |  Post a comment
Swedish vendor's share price falls a tenth in Stockholm after its suggestion that an Iraqi unit may have provided funding for terrorists.
How T-Mobile broke promises on jobs amid US telco workforce cull
Morris Lore  | 
2/15/2022  |  Post a comment
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.
With $3B in bookings, Rakuten Symphony makes big app store pitch
News Analysis  | 
2/14/2022  |  Post a comment
The 'un-vendor' launched by Japan's Rakuten last year wants to unite the telecom world around its new Symworld platform.
Rakuten says losses to shrink, eyeing 10,000-site 5G rollout in 2022
News Analysis  | 
2/14/2022  |  Post a comment
The Japanese operator is turning its attention to the newer generation of mobile technology and its costs look set to fall.
ASML, an obscure Dutch firm, may be the most vital cog in tech
News Analysis  | 
2/11/2022  |  Post a comment
The equipment firm is the only provider of the systems needed to produce the world's most advanced chips.
The dubious logic of UK resistance to mobile mergers
News Analysis  | 
2/10/2022  |  Post a comment
Ofcom frets that a tie-up would not lead to improvements in service quality or any rise in investment as Vodafone and Three bat eyelids.
MWC expects just 50k visitors this year after COVID rout
Morris Lore  | 
2/10/2022  |  Post a comment
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  |  Post a comment
The mobile industry has routinely overpromised and underdelivered on the Gs. A different model looks desirable.
Odds shorten on Huawei 5G ban in Czech Republic
News Analysis  | 
2/8/2022  |  Post a comment
The cybersecurity office recommends using 5G suppliers from only democratic countries, which is bad news for Huawei and its customers.
Iliad buying Vodafone Italy would need a few miracles
News Analysis  | 
2/8/2022  |  Post a comment
The enfant terrible of European telecom wants to swallow a rival with twice as many customers, say reports.
Telenor offshoot WG2 aspires to be the Twilio of telecom
News Analysis  | 
2/8/2022  |  Post a comment
A Norwegian software startup with its own core stack is creating a few ripples in a sector that has not been known for innovation.
Amazon eats more of the world as Facebook starts to rot
News Analysis  | 
2/4/2022  |  Post a comment
The e-commerce giant reports a doubling in net profit thanks partly to a surge in cloud business as Zuckerberg's firm comes unstuck.
After 'reset' year, Nokia is under pressure to show 5G growth
News Analysis  | 
2/3/2022  |  Post a comment
The Finnish equipment maker looks far more profitable after turnaround efforts by its latest boss, but sales improvements remain elusive.
Ericsson, Nokia accused of charging exorbitant fees to open networks
News Analysis  | 
2/2/2022  |  Post a comment
Lobbying has started in the US for a fully opened X2 interface, supporting handover between basestations, to be included in mobile network products for no extra charge.
The problem is not Vodafone – it's telecom
Morris Lore  | 
2/2/2022  |  Post a comment
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.


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