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AnalysisReality check: assessing telco claims of Europe’s High-Risk Supplier crackdown cost — Strand Consult
Guest analysis: with 30% EU exposure remaining, concentrated on 5G RAN, specific countries and three big telcos, John Strand considers media and industry warnings of HRS rip-and-replace costs overstated, evidencing Denmark, the UK and other European markets as showing transition can be managed without derailing 5G rollout. In an age of national security, he also deems it essential for securing future mission-critical contracts.
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Analysis5G at the heart of next-gen military comms — ACMOSS founder
Guest analysis: Telecom Expert Voice and Réseau Radio du Futur (RRF) architect Guillaume Lambert considers 5G critical to addressing new and emerging defence demands — but the market will only open to telcos committed to zero trust, ‘clean’, sovereign networks…
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AnalysisFrom TETRA to 5G: defence as MNOs’ next big opportunity — Strand Consult
Guest analysis: as MNOs look to commercialise networks in new ways, rising connectivity demands from defence and public safety sectors present value-creation opportunity not seen since the days of 3G…
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AnalysisCutting through the satellite hype: Starlink and LEO’s threat to global telecoms assessed — Strand Consult
Guest analysis: with D2D connectivity dominating discussions at MWC26, terrestrial operators must reassess their broadband and defence sector strategies. Strand Consult’s outspoken founder cuts through the hype to separate disruptive fact from industry fiction…
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AnalysisAI, edge and colo: Nokia’s Neutral Host Index redraws telecom’s $200bn shared-infra map
Market analysis: Nokia argues that ‘neutral host’ has outgrown its tower-and-RAN shorthand, setting out a broader, investment-led definition also spanning fibre, data centre, and network builders. The prize: a fast-rising revenue pool, increasingly amplified by AI’s infrastructure pull.
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AnalysisTelefónica España roundup: Pay-TV regulations and WFH plans
Three more years of regulation for wholesale pay-TV, but some payphone obligation relief; back to work plans in place post-lockdown.
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AnalysisElsewhere in Hispanoamérica: Telefónica Argentina taps Gilat for network and builds for Pecom
In Colombia, Movistar makes a mark in the mobile market and Telxius bags an infrastructure contract worth €60m. Telefónica’s Internet para Todos hits its coverage targets in Peru.