Telco in 20

The telecommunications industry is at a crossroads, with strategic opportunities ready to reshape how operators generate revenue and compete. From network APIs, to GPU-as-a-Service (GPUaaS), to moving networks to the public cloud, telcos are weighing big bets that require capital and focus. The real challenge isn't identifying opportunities—it's knowing which ones to pursue and which to walk away...

Telecom operators worldwide need to modernize their infrastructure and reduce costs. While many have been hesitant to move critical network functions to the public cloud, a growing number of visionary operators are proving that cloud-native networks aren't just possible—they're the future. Today, I'm speaking with Mallik Rao, chief technology and enterprise business officer at Telefónica Germany,...

The telecommunications industry has reached a critical inflection point where legacy IT systems can no longer support the demands of an AI-first world. Traditional telco technology approaches are too complex, slow, and fundamentally incompatible with the speed and agility required for modern digital services. Today I'm speaking with Dr. Lester Thomas, head of new technologies and innovation at Vod...

The debate over whether telco network workloads can run on the public cloud has raged for years. While greenfield operators like DISH Wireless have demonstrated that a cloud-native 5G network is possible, critics dismiss these examples as outliers that don’t apply to established networks. But recent developments with brownfield operators and new infrastructure options are changing the conversation...

In today's rapidly evolving tech landscape, operators struggle with change because they are held back by their legacy systems and rigid processes. Bold transformation isn't just about upgrading networks or cutting costs—it requires fundamentally redesigning how the entire organization works. The future belongs to those with the courage to drive radical change — which is absolutely necessary in the...

In today's telco landscape, operators are struggling with legacy BSS systems that are highly customized, expensive, and impossible to change. Rather than continuing the traditional approach of swapping out systems (ouch) or simply adding AI to siloed applications, a more revolutionary solution is emerging—one that creates a digital twin of your entire telco business and applies AI across all syste...

The energy demands of artificial intelligence are skyrocketing. AI workloads are doubling every few months, pushing data centers' energy consumption beyond the capabilities of our aging grid infrastructure. As these facilities approach gigawatt-level power needs—equivalent to powering entire cities—the energy question has become the critical bottleneck for AI's future growth. In this episode, I'm...

The telecom industry is adopting AI at break speed. Unlike past innovations that demanded risky network transformations and long timelines, AI-based innovation is accelerating experimentation without disrupting core networks.  For this episode, I sat down with Kevin Shatzkamer, corporate vice president of customer experience strategy and operations at Microsoft, to explore the power of agentic AI...

A few weeks ago I gave my FIFTH Mobile World Congress talk at the GSMA’s Gen AI Summit. More than 2,000 people RSVP’d for the event, and the room was packed with telco industry leaders eager to learn more about building an AI-first telco.  But the big problem they have to overcome is their mountain of tech debt from their legacy BSS systems. In my talk, I explained how AI can help operators levera...

The Big Three hyperscalers each hit an all-time high in CapEx spending in 2024, collectively investing almost $200 billion. For this episode, I speak with Charles Fitzgerald, managing director at Platformonomics, whose annual "Follow the CAPEX" report tracks the cloud providers’ spending. He pulls back the curtain on what’s driving investments, how AI and nuclear power are coming into play, and wh...

The telco industry is in the midst of a GenAI revolution, with vendors and operators racing to integrate this technology into their products and services. But with all the buzz around AI capabilities, how can telcos tell which solutions can deliver real business value, and which are just marketing hype? For this episode, I sit down with John Abraham, principal analyst and leader of the digital ena...

TelecomTV’s DSP Leaders Council is a hand-picked group of ~100 industry experts (including moi) that weighs in regularly on the state of the telco industry. A recent survey of Council members on the topic of Digital Support Systems (DSS) revealed that operators are grappling with mixed feelings about AI, with some dragging their feet on AI adoption, and others racing toward an AI-driven future. To...

As artificial intelligence (AI) adoption accelerates across the telco industry, operators are grappling with a big challenge: how to empower employees with transformative AI tools while ensuring responsible use. For this episode, I’m talking with McKinsey & Company Partner Ferry Grijpink who leads the global consulting firm’s Center for Advanced Connectivity within the Technology, Media & Telecomm...

The telecom industry got a jolt of excitement in December 2024 when Alianza, a nimble cloud communications company, swooped in to buy Metaswitch from Microsoft. The deal promises to breathe new life into Metaswitch's legacy soft-switch technology while giving telcos a clear path to cloud modernization. For this episode, I’m talking with Brian Beutler, founder and CEO of Alianza, about why Alianza...

Most telcos use only a small portion of their available network capacity on an average day, but what if telcos could turn this underutilized asset into a new revenue stream? For this episode, I talk with Chris Penrose, NVIDIA’s global vice president of business development for telco, about how the company’s AI-RAN concept is poised to help telcos build efficiency and boost the bottom line. Listen...

I recently sat down with Jillian Forde on “ The Official AWS Podcast ”  to talk about how Totogi’s AWS-first charging-as-a-service solution helped restore mobile connectivity to 23 million subscribers in Sudan during a crisis. For this episode, I’m bringing a condensed version of our conversation to listeners to spread the word on how having a cloud-native solution can mean the difference between...

Artificial intelligence (AI) is poised to transform telco, but many operators are struggling to fully embrace its potential. This episode’s guest, strategic HR veteran Jim Abolt, believes they need a critical shift in thinking to reach their goal to become AI-first organizations. He shares insight into what most companies are getting wrong about AI transformation, and offers a practical framework...

A recent Infosys report found that telcos use only 48% of the cloud services they commit to. Fortunately, the Big 3 hyperscalers offer significant discounts to enterprises that commit to spending targets, helping operators reel in cloud costs. A great example is Amazon Web Service’s (AWS) Enterprise Discount Program (EDP). But many telcos leave millions on the table by not using the right strategi...

Artificial intelligence (AI) is transforming industries at breakneck speed, with new capabilities emerging almost daily. As telcos race to harness its potential, questions around ethical use, safety, and practical implementation loom large.  In this episode, I dive deep into the world of AI with Neerav Kingsland, head of business development at Anthropic, makers of the AI model Claude. The company...

This podcast has hit a major milestone—the 100th episode! Can you believe it? Did you know that only 7% of all podcasts make it to this number? We've talked cloud, crushed myths, and pushed boundaries for 100 straight. But we're just getting started. I’ve dropped an episode every two weeks over the last four years, and during that time I've witnessed a dramatic shift in telcos’ attitude towards pu...

TM Forum's Open Digital Architecture (ODA) and open APIs are aimed at revolutionizing telco BSS/OSS systems, and with successful adoption, they promise to enhance vendor interoperability. But implementing them comes with significant challenges for operators and vendors alike. In this episode, I sit down with Caroline Chappell, founder and director of ccsquared and a former partner at Analysys Maso...

In 2007, Safaricom PLC (Safaricom) and Vodafone invented M-PESA, a mobile payment system that has transformed financial services in Kenya and beyond by bringing banking capabilities to unbanked populations. M-PESA has become a cornerstone of the Kenyan economy and helped Safaricom build a reputation for innovation.  In this episode, I'm talking with Fawzia Ali, chief consumer business officer at S...

The telco industry is in the midst of a generative AI (GenAI) revolution, with vendors and operators racing to integrate this technology into their products and services. In this episode, I sit down with John Abraham, principal analyst and leader of the digital enablement practice at Appledore Research. We dive into how vendors are applying GenAI to their products, major trends in BSS, how the cos...

From streamlining network operations to boosting customer experiences, artificial intelligence (AI) is helping trailblazing telcos stay competitive in a rapidly changing landscape.  For this episode, I explore Canadian telco TELUS’ AI transformation with its Chief Insights Officer, Jaime Tatis. We talk about how the operator is already using AI to reduce costs, increase efficiency, and get its wor...

It's no secret that telcos across the globe are grappling with how to monetize their 5G networks. But in Africa, only 1% of operators have implemented 5G, which puts them in a unique position to take advantage of new technology like AI and the public cloud, and apply them to old 2G and 3G networks. I recently appeared as a guest on the Ali Talks Tech podcast, which focuses on Africa's changing tec...