The mobile and telecoms industry generates a lot of signal. And a lot of noise. The hard part is knowing the difference.
Intelligence & Noise is the podcast from GSMA Intelligence — the research and data arm of the GSMA, the organisation that represents the global mobile industry. Every week Peter Jarich and Tim Hatt cut through the hype to bring you honest, evidence-based conversations about what's really happening in mobile, connectivity, and the technology trends shaping our world.
The Business of AI: From Revenue Growth to the Race for Connectivity | Episode 20
AI is opening up new revenue opportunities for telecom operators, but turning the hype into real business value remains a challenge. From AI monetisation and sovereign AI to satellite connectivity and the future of telecoms, Peter Jarich and Tim Hatt explore the technologies, strategies and market shifts reshaping the industry.00:00 – Welcome to Intelligence and Noise 00:41 – India Mobile Congress reflections 02:05 – Consumer AI agents and telco monetisation 04:00 – AI momentum and key industry stories 05:27 – Singtel, BT and Deutsche Telekom’s AI strategies 06:58 – Sovereign AI and telco revenue opportunities 08:22 – Token-as-a-service and AI monetisation 10:09 – Deutsche Telekom’s AI strategy and revenue targets 11:54 – AI revenue growth versus efficiency savings 13:51 – Sovereign AI, data and Europe’s opportunity 15:00 – Data centres, energy and satellite trends 17:40 – Satellite connectivity and operator strategies 21:33 – Starlink, spectrum and the changing satellite landscape 23:01 – India Mobile Congress: key takeaways 26:18 – Drone delivery in Taiwan and cellular networks 28:31 – India’s enterprise digital transformation opportunity 30:00 – NVIDIA’s State of AI in Telecom report 31:55 – AI deployment challenges and skills shortages 33:29 – Measuring AI’s impact on telco revenue and costs 35:58 – Key takeaways, recommended reading and closing thoughtsHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
7 Oct 2026
Signals, Satellites & the Next Big Leap | Episode 19
5G monetisation, network slicing and satellite connectivity are reshaping the telecom industry, while AI and emerging technologies are opening up new opportunities and challenges. Peter Jarich and Tim Hatt explore differentiated connectivity, the economics of millimetre wave, AI agents, compute in space, the growing satellite opportunity and the role of 6G in the future of telecom. Intelligence & Noise goes beyond the headlines to uncover the trends, opportunities and risks shaping the tech industry.00:00 – Welcome to Intelligence Noise02:40 – Why reliable connectivity matters04:37 – Telecom Italia’s Priority tariff06:29 – Is 5G slicing finally becoming commercial?08:31 – Can differentiated connectivity drive revenue growth?10:32 – Regulation and the future of network slicing12:00 – Millimetre wave: The next opportunity for 5G?15:00 – The millimetre wave device challenge17:41 – When competitors collaborate20:40 – The economics of millimetre wave23:11 – AI agents, regulation and legal liability25:00 – Google’s vision for AI compute in space29:39 – The emerging space economy31:03 – Key takeaways from Delhi33:27 – Satellite: Competitors, partners and the future of connectivity34:29 – Can telcos actually monetise AI?35:24 – Why 6G can’t just be another G36:34 – India Mobile Congress and the future of telecom36:56 – Final thoughts and sign-offHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters
30 Sept 2026
The New Frontiers of Telecoms: AI Traffic, Drone Detection, eSIMs & Mobile Money | Episode 18
What happens when mobile networks start sensing the physical world, AI traffic accelerates, travel eSIMs go global, and mobile money attracts major investment? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack the developments shaping the telecoms and technology landscape, from drone detection and network sensing to Deutsche Telekom’s travel eSIM, the rise of AI-powered devices and Airtel Money’s planned IPO.00:00 – Welcome to Intelligence and Noise
03:50 – The “telco for AI” and “AI for telco” opportunity
05:40 – Standalone 5G roaming between the United States and India
09:00 – 5G sensing and drone detection
13:00 – Why operators are testing sensing before 6G
16:00 – Can telecom operators monetise network sensing?
21:00 – Deutsche Telekom enters the travel eSIM market
26:30 – How operators can differentiate travel eSIM services
30:15 – AI glasses and personal AI agents
35:00 – The rapid growth of AI traffic
36:15 – Rethinking networks for AI
38:00 – Airtel Money’s planned IPO
39:00 – Final thoughts and sign-off
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
Host of Intelligence and Noise?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
