Interesting Times in Telecoms

Its interesting times to review quarterly financial performance of a number of telecom companies. Firstly, examining the large established ones focused on telco: Ericsson revenue fell 6% year over year during the third quarter to $5.9 billion Nokia fell 9% year-on-year to around $5.7B in Q3, and said conditions will continue to be difficult into […]

Shooting from the Hip

I thought I’d keep this article punchy as I’m full of a cold, so would rather just shoot from the hip than think too much on some of the topics I’ve discussed on my calls this week There are some numbers in here, so its not just rambling opinion. Cisco bought market share, all the UC […]

Fake News in Telecoms

There are 3 principle reasons why analysts are wrong on many aspects of telecoms, because they: Believe the AR (Analyst Relations) / CFO (Chief Financial Officer) spin on the numbers and happily repeat them in their research notes. Its reportage and linear prediction on the story / spin given. Many industry analysts are ex-reporters, the trade […]

The Rainbow of Programmable Telecoms

Its been a busy summer across preparations for TADHack Global, TADSummit and the day job of helping people around the world build new businesses and services in programmable telecoms. Plus here in the US with the long summer holidays a succession of camps and baby sitters to keep the kids occupied and not watching TV or […]

Tyntec, Fixing US Long Code A2P SMS

When Tyntec bought from Iris Wireless its peering agreement with Syniverse and SAP, one of only three contracts in existence, they opened up the old boys club of carrier interconnect in the US. Now tyntec are proposing to address one of the other dysfunctions of the US market by making long code A2P SMS work […]

On cPaaS, UCaaS, WebRTC

I’ll start with some definitions. cPaaS – communications platform as a service. Its a telecom app server running in the cloud and a bunch of carrier interconnects that enable telecoms (voice, video, messaging, identity, payments, etc.) over the internet / PSTN between people and things. Its generally accessed using an API, but SDKs, GUIs, and […]

Music in the Home. HomePod, Sonos, and Amazon Echo.

Apple announced their HomePod yesterday, a $349 home speaker. The positioning is interesting as the focus is on audio performance, not all the voice control stuff. Which is there, just secondary in its positioning. Some Apple fans have been comparing the HomePod’s performance to Sonos Play 1 ($99), when Sonos Play 3 ($299) is a […]

Restconn 2017

I attended Restconn 2017, this weblog provides quick review and some context on what it means to the industry. I’ve known Ivelin, Jean and Amit since 2004/5; they are the core team behind Mobicents (the open source project now called Restcomm) and they founded Telestax which leads Restcomm. Back in 2004/5 there were lots of open […]

The Future of Programmable Telecoms

At Restconn 2017 in Prague 23-25 May I gave a presentation on the Future of Programmable Telecoms. As the first presentation of Day 2 at 8AM, I started gently as some listeners soothed their hangovers 😉 I thought it best to show most experts are wrong with most of their predictions, including me. With examples […]

Is the tide starting to turn on A2P SMS?

The robustness of the A2P SMS market has surprised me, granted many analysts have been predicting its decline for the past 3-5 years, however, its continues to grow. Over the past couple of weeks I’ve seen a number of things start to point towards the corner could be in sight. Personal experience (its always very […]