Afleveringen
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In this episode, we unpack why telcos sometimes decide to bury the hatchet and to collaborate rather than to compete to the death. The creation of JV or broader collaborative initiatives is not a trend yet, it could become a way for telcos to create a common front to tackle the next wave of connectivity and monetization.
Among others, we look at Aduna, the multi-operator network API venture designed to give developers easier access to telco capabilities at scale, and the newly announced AT&T, Verizon, and T-Mobile D2D joint venture, a rare collaboration between U.S. rivals aimed at facing off against a real or perceived threat from Starlink. The episode explores whatâs driving these alliances, where they could create new revenue, and the strategic trade-offs around competition, governance, and execution.
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In this episode, April Tech News Salad: Satellites, AI, Enterprise 5G & Consumer Bits â PUB Edition, we investigate the biggest stories shaping the tech landscape right now. From satellite M&A breakthroughs expanding global connectivity to the different paths telcos are taking with AI and the worrying circularity of the AI economy, we unpack what actually matters beyond the headlines.
We also dive into how 5G is evolving for business use cases discussing the fan-favorite private 5G market, and the latest consumer tech signals worth watching.
Firstly recorded in a relaxed airport lounge with an Aperol Spritz, then re-recorded multiple times due to challenges with sound quality, this episode, now categorized as a pub edition, blends sharp insight with candid views âperfect for anyone trying to keep up in a chill way without getting lost in the noise.
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Zijn er afleveringen die ontbreken?
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In this episode, I am joined by Amy Cameron, Managing Director for Research at STL Partners, to unpack the biggest promises and boldest claims that still make sense one month after the end of Mobile World Congress. Join us as we explore where telcos are genuinely advancing and where the hype may be outrunning reality. From network innovation to new business models, we discuss what comes next for the industry â and which opportunities are actually worth watching.
We also dive into the rapidly evolving role of AI in the enterprise world: where the real value is emerging, what leaders are getting right, and why the next wave of adoption will be disruptive.
Beyond technology, the conversation takes a more philosophical turn as we reflect on life, curiosity, and the importance of perspective in fast-moving industries. We close with a look at the journey of becoming an analyst today â the skills that matter, the habits that make a difference, and practical advice for anyone trying to build credibility in a world overflowing with noise and information.
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Quantum computing is moving from theory to realityâbut what does it actually mean for the industry?
In this episode, I am joined by Frank De Jong - Program Director Quantum Safe Networks at Orange Business and host of the Orange Business Radio podcast, to discuss the current and future state of quantum technology. Join us as we break down the fundamentals of quantum computing in plain language, exploring how it differs from classical computing and why itâs generating so much attention. We then dive into the real-world implications: from the transformative opportunities quantum technologies could unlock, to the technical and commercial challenges still standing in the way.
We also examine the emerging security landscape, including the risks quantum poses to current encryption standards and the race toward quantum-safe solutions. Finally, we explore the role telecommunications companies can play in this evolving ecosystemâwhere infrastructure, networks, and innovation intersect.
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In this episode, I am joined by Kristin Paulin, Principal Analyst at Omdia, to dive deep into the evolving landscape of the US telecom marketâunpacking the assets that define todayâs telcos, the structural challenges they face, and the strategic crossroads shaping their future. From infrastructure and spectrum to bundling and digital services, we explore what truly drives value in a shifting ecosystem.
We also examine the tension between strategy and technology: What is more important? A bold strategic vision or technology prowess? And where do emerging trends like 5G, fiber expansion, and FWA services fit into the bigger picture? And what about 6G?
And for those needing a break or an inspiration to turn the laptop off, here is the link to Kristin's own podcast "Kristin's Next Chapter", a journey into books, the world of reading, and emerging authors!
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Why do telcos keep chasing the wrong opportunitiesâor is there really such a thing as a wrong opportunity?
In this episode, we unpack some of telecomâs most persistent âbrain fadesâ: from telcosâ costly attempts to become media companies, to network vendors stretching into industrial markets, to the long-misunderstood promise of IoT.
But this isnât just a post-mortem.
We flip the lens to whatâs emerging now: how AI is reshaping the value stack, where real opportunities are forming, and why this time the winners may look very different from the past. If the last decade was defined by missed signals, the next one may be defined by who finally reads them right.
A sharp, honest look at strategy, hype cycles, and the gap between ambition and execution.
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Think of this as your unofficial survival kit for Mobile World Congress. Weâre talking smart ways to navigate the madness, rookie mistakes to avoid, the best places to sneak off for some tapas, cocktails, and the side conversations that are way more interesting than whatâs on the main stage. From quantum whispers to robots we will discuss some tech that will not steal this show at this event. This is your guide to the tech, the hangouts, and the unspoken rules that make MWC actually worth it.
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In this episode I am attempting to record from a pub to quickly highlight some of the biggest tech developments from 1Q 2026. From telcos' innovation and the role of eSIM, to sovereign AI, and data center in space - was this attempt a swing or a miss?
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What does it really take to move from 5G to 6G?
In this episode, I am joined by Sebastian Barros, Managing Director at Circles to unpack how the realities of 5G deploymentâits wins, its gaps, and its growing painsâare directly shaping the development of 6G. Will 6G be a clean generational leap? or should it be emerging as a response to the lessons learned from 5G from densification challenges to energy efficiency, edge computing, and the economics of network investment?
We explore the cultural transformation telcos must embrace to make 6G viableânot just faster networks, but a platform addressing the big market gap of "monetization". AI takes center stage in our conversationânot only as a driver of new traffic patterns and services, but as a foundational element of 6G architecture itself.
Finally, we look beyond 6G: Is this the end of cellular technology long developing cycles?
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Has 5G delivered in the consumer market? If so, what should the enterprise side know about this story? In this episode I am joined by Nicole McCormick, Chief Analyst 5G Consumer at Omdia to unpack what worked, what didnât, and what strategies are being used. From pricing to bundles, speed and robots (Do Androids Dream Of Electric Sheep?), we explore how the consumer rollout of 5G may offer clues for enterprises looking to embrace 5G.
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In today's episode, I am joined by Manish Tiwari, Head of Enterprise 5G at Ericsson, to discuss how the enterprise 5G market has evolved, what stories customers tell about this technology, and what practical examples and suggestions can help drive the market forward. We also look ahead to 2026 â the trends poised to define the market, the innovations set to energize enterprises (from robotics to AI), and what comes next for a sector at a pivotal moment in its journey.
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In this episode, weâre joined by Matteo Grandi, VP of Innovation at Neutroon, for a first-hand look at the motivations, vision, and expectations of a startup targeting the private 5G market. With Matteo, we discuss the state of the industry, the rationale behind Neutroonâs move into private networking, and how the company views the challenges and opportunities of managing private 5G across multiple enterprise sites while addressing the growing need for network convergence.
Our guest walks us through real deployments, key partnerships, roadblocks, and emerging opportunities that are shaping the future of scalable private networks in Europe and beyond.
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In this episode, we dive into the opportunities and challenges of bringing transformative technologies to emerging markets. Our guest Carlos Perea, an Investor and Advisor in Tech, joins us to explore what it really takes to deliver impact where infrastructure, regulation, and access can be both barriers and catalysts for innovation. From leapfrogging legacy systems to navigating local ecosystems, we unpack real-world lessons, unexpected pitfalls, and what success looks like on the ground.
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5G isnât just powering smartphones â itâs transforming the most unexpected places on Earth. Unusual and Inspiring Private 5G Stories takes you behind the scenes of bold and unusual deployments that defy convention. Discover how innovators are connecting vineyards, theme parks, stadiums, factories, and cities in ways no one imagined. Huge deployments. Real conversations. Real robots. Real impact. Real 5G stories that will change how you see connectivity.
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In this quick episode recorded in-between travels, I take a look at why Starlink is such a hot commodity right nowâand what it could mean for telcos and the U.S. market.
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In this episode, I am joined by Ildefonso De La Cruz, a fellow Analyst, Podcaster, and Leading Expert on Critical Comms at Omdia. Join us as we dive into the evolving world of the public safety communications market. From the long-standing role of narrowband networks to the transformative potential of broadband, we unpack how technology is reshaping mission-critical connectivity. We also explore the importance of network slicingâwhy it matters and what it means for the future of first responders and emergency services. Whether youâre in public safety, telecom, or simply curious about the infrastructure that keeps communities connected in times of need, this conversation offers valuable insights into where the industry is headed.
Want to know more about Critical Comms? Follow the link to Ildefonso's Crit Comms Circle podcast!
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In this episode, I am joined by Mika Skarp from Cumucore to explore how private 5G networks are becoming an integral component in the journey toward fully autonomous, intelligent manufacturing. We start with the big pictureâwhy industrial verticals matter and why autonomous operations are criticalâthen unpack the key technologies driving this next industrial leap, from 5G to Time-Sensitive Networking (TSN). We also dive into what these advances mean for factory floors and the broader ecosystem of technology providers and telecom operators
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In this episode, I'm joined by Roberto KompanyâTelco Drift's very first guestâto explore the transformative role of the 5G Standalone (SA) core. We dive into how this technology enables telcos to evolve beyond legacy models and tap into new use cases and market opportunities. The conversation unpacks why the journey to 5G-SA has been so long and winding, what lies ahead for the industry, why the core network is so critical, and how telcos can maximize its potential.
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In this episode, we dive into the transformative power of 5G in the railway industry. From enabling real-time data for autonomous trains to revolutionizing passenger connectivity and operational efficiency, 5G is set to redefine how rail systems operate.
We explore:
Why now is the right time for 5G The timeline for adoption The emerging opportunity for telecom operators Lessons learned from this market -
In this episode of Private 5G Unplugged, we go beyond the buzzwords to explore real-world experiences from the frontlines of private 5G deployments. In just over 12 minutes, we highlight recent rollouts, unpack their relevance, and share the key lessons that enterprises and tech leaders should take away.
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