More from Sean, who follows up his DTW Ignite narrative from yesterday with another today. The same idea is at the heart of both pieces, as well as his recent …

Firstly, good stuff from Sean Kinney, as always – from Cisco Live a couple of weeks back (with apologies for its tardiness) and DTW last week (right on time).

How do you make sense of acquisition and separation narratives in the same market – as with Rocket Lab’s proposed $8bn acquisition of Iridium and Comcast’s planned split of NBCUniversal …

So, what do we know about this $4bn joint-venture agreement between BT and Verizon? Well, just because everyone seems to write like this these days, here are some bullet points …

You can picture the big chiefs at the big US carriers spitting cornflakes across their breakfast tables – on reading the FT report this morning that SpaceX is getting into …

If history tells us anything it is that unit economics always goes south. Right now, the tech industry is talking like AI revenue will follow AI demand – a little …

We wrote about this yesterday – this split telco personality: commanded to optimize, desperate to reinvent. DTW Ignite in Copenhagen is like the industry’s annual reality check, where the promise …

But then, they are vendors (Nvidia, Nokia, Blue Planet), and they are holed-up in Copenhagen at a network automation event (DTW Ignite) to talk about one thing (AI) for a …

A couple of things, today, about sovereignty and leadership change, and how everything is connected. India is intensifying scrutiny of foreign satellite operators just as domestic carrier Reliance Jio ramps …

Before we break for the Juneteenth weekend, here’s a long interview with Orange Business about sovereign data and AI, and how telco’s are uniquely positioned as AI stewards in the …