Luke Kehoe - Telecoms Analyst, talks about studying in Beijing, the State of European Telecoms, and the need for consolidation

We were delighted to talk to Luke Kehoe, Telecoms Analyst and World Traveler.  Luke has moved to Beijing to study, and he gives us his impression of the city, the food, and the consumer digital ecosystem. 

• Luke updates us on a range of important Telecoms Industry topics. He comments on the state of the Global RAN market, contrasting growth across the various regions.
• Luke gives us his views on where the European Mobile Telecoms Market is going in relation to business pressures, competition, and the regulatory regime.
• His has interesting thoughts on how previously MNOs differentiated by infrastructure and that they are moving to differentiation by services with the failure of the 5G business model to deliver returns.
• There has been a hollowing out of the Mobile Operators businesses as they have struggled to maintain profitability and we discuss where this will lead.

There are also some very interesting and surprising new market entrants with strong brand recognition coming from different business sectors. 

It was great to get Luke’s insightful comments delivered in a very clear manner.  Finally, as always, we play out on Luke’s choice of a classic and inspirational song.  Enjoy.

Contacts:

https://www.linkedin.com/in/luke-kehoe/

http://www.lukekehoe.com/

 

Producer - Pat Flynn:

https://www.linkedin.com/in/paddyflynn/