With Pierre returning to his roots, it’s a rare remote pod this week. After acknowledging a couple of great recent sessions, conversation turns to reflections on a week of quarterly earnings announcements. They start with Nokia, which felt compelled to warn the world about the negative effects of Trump’s tariffs, a topic that yields some fruitful tangents. Eventually the focus turns to Intel and its continued attempts to improve things for itself, before they conclude with a quick look at how AT&T is benefitting from recent political developments.
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1:48:45
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1:48:45
Ericsson, AI and CityFibre
Ericsson, AI and CityFibre by Telecoms.com
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1:43:46
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1:43:46
6G, Open RAN and Google Cloud
6G, Open RAN and Google Cloud by Telecoms.com
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1:58:45
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1:58:45
DTW, Mavenir and Trump phone
This episode was recorded from the show floor of the Digital Transformation World 2025 event with special guest Analyst John Strand. Pausing only to review the Danish beer selection John provided, they get straight into a review of the show. Many familiar themes were covered once more, with AI providing much of the novelty, so the guys ponder how much progress is being made. They eventually move on to discuss recent news from US vendor Mavenir and what that may tell us about the industry, before reflecting on the US President’s involvement in a new MVNO.
France