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The Appledore Research Podcast

Appledore analysts and guests discuss trends and developments in the transformation of the telecom industry.
Latest Episode3/24/2023

Episode 8 - How Software is Changing the Telecom Vendor Landscape

Season 2023, Ep. 8
Legendary tech entrepreneur Marc Andreessen's famous "software is eating the world" perspective may already over a decade old, but we are only beginning to see the story played out in telecom. In this episode, we're joined by Amdocs' Niall Norton to discuss how software is changing the telecom vendor landscape. It's a 40-minute recap on the development of the modern telco industry with an executive who's been on both sides (and both ends!) of the table. Extra insights from Francis Haysom on how "support systems" is legacy terminology, and how telcos have more to gain than they have to lose by adopting new technologies, mindsets, and vendor partnerships.
3/24/2023

Episode 8 - How Software is Changing the Telecom Vendor Landscape

Season 2023, Ep. 8
Legendary tech entrepreneur Marc Andreessen's famous "software is eating the world" perspective may already over a decade old, but we are only beginning to see the story played out in telecom. In this episode, we're joined by Amdocs' Niall Norton to discuss how software is changing the telecom vendor landscape. It's a 40-minute recap on the development of the modern telco industry with an executive who's been on both sides (and both ends!) of the table. Extra insights from Francis Haysom on how "support systems" is legacy terminology, and how telcos have more to gain than they have to lose by adopting new technologies, mindsets, and vendor partnerships.
3/10/2023

Episode 7 - CAMARA and Open Gateway Special

Season 2023, Ep. 7
The GSMA's Open Gateway was a significant announcement at MWC2023 - but it builds on the CAMARA project, which has made rapid progress in the last year. Could it hold the keys to new revenue streams for telcos, and in particular from 5G? We hear from two people directly involved in driving the initiative, and put it in context of both earlier telco API efforts, and the work of companies like Twilio and Vonage (Ericsson).
2/17/2023

Episode 6 - MWC Preview

Season 2023, Ep. 6
It's that time again. Love it or hate it, it's back to Barcelona imminently for telecom's biggest get-together. Patrick, Francis and Robert pick out some key themes and companies to look out for, and close up with some tips on getting through the week.
2/10/2023

Episode 5 - Orchestration Special with Grant Lenahan

Season 2023, Ep. 5
Did Orchestration just arrive late and crash the (slightly disappointing) OSS party? Or has it been quietly building its own unstoppable market momentum, inevitably redefining the network automation market landscape? Grant Lenahan and Robert Curran explore what orchestration really means in a telecom context, why it matters, and why looking out your window is all you need to do to understand what's different about telecom orchestration vs its datacenter cousin.
2/3/2023

Episode 4 - A New (AI) Hope?

Season 2023, Ep. 4
In this episode, Patrick Kelly explains where AI is finding application in telecom today, and how the market landscape is evolving with big name and new entrants alike finding opportunity.The AIOps in Telecom forecast that Patrick references in the podcast is here: Market Outlook: AIOps in Telecom Operations - Appledore ResearchFor more on our coverage of AI in telecom, see AIOps, Assurance, Analytics Research - Appledore Research
1/24/2023

Digital Enablement, with John Abraham

Season 2023, Ep. 3
In this episode, we hear from John Abraham, a long-time BSS analyst on his move to Appledore and how Digital Enablement is evolving as operators adjust to the new realities of 5G, cloud and new business models.
1/13/2023

CES2023

Season 2023, Ep. 2
CES Las Vegas is where the tech industry shows off - but it's not just a consumer show. Appledore's Patrick Kelly walked the halls and shares his takeaways from a telecom perspective.