When Telcos Become Platforms, Infrastructure—and Instruments of Sovereignty
The telecom industry is changing in unexpected ways. In this episode, we look at Poste Italiane's acquisition of TIM and what it tells us about the future of telecom operators.
Why is a postal and financial-services company taking control of a major telco? What can we learn from operators expanding into payments, banking, logistics and digital platforms? And why are governments and state-backed investors increasingly taking stakes in critical telecom and satellite infrastructure?
From TIM and Poste Italiane to Rakuten, stc, BT, Vodafone, Eutelsat and Vodafone Idea, we explore the unusual buyers, platform strategies and growing connection between telecom, finance, logistics and national sovereignty.
A first look at how the boundaries of the telecom industry are being redrawn—and what might come next.
17 Aug 2026
Telcos Strike Back: 6G A New Hope
Do we really need 6G? If someone can convince me about the benefits of 6G that person is Remy Pascal [https://www.linkedin.com/in/remypascal/], Practice Leader at Omdia.
After all the hype around 5G, what did we actually get—and what happened to the transformative use cases we were promised? In this episode, we continue to deep dive on 6G taking a broad look at various stakeholders and customers to understand why 6G may be an essential step for the mobile world.
We explore what 6G could bring, from dramatically more capable networks and ask how AI changes the equation. Will 6G simply make networks faster, or will it make them fundamentally more intelligent—and could AI ultimately be the real reason we need 6G?
This is for all the 6G skeptics out there: Telcos Strikes Back & 6G Is a New Hope
30 Jul 2026
On The Road To 6G And The Fate Of The Analyst
On this episode of the Telco Drift I discuss how the different strategies from Nokia and Ericsson will create a telco market where the network could truly become a differentiator. I also bring up the question of what is needed to bring on the excitement for 6G beyond the techy and engineering world. Of course there is a short discussion of recent announcements with once again the NTN world grabbing my attention.
I then conclude by throwing my two cents on the analyst versus influencer debate.
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