tt-john strand hrvs

Analysis

Reality 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.

Thought Leadership

  • Digital twins for digital wins: US telcos scale use of drones for next-gen mobile infra modelling

  • Telco can tame ‘wild dogs of AI’ and rediscover growth — TM Forum Chair

  • DTW26: How two TM Forum Catalysts hope to tidy telcos’ AI model muddle

  • The quest for autonomy: how agentic AI can deliver real ROI — new report

  • Capita: rewired for agentic AI, and inviting telcos onboard

  • DTW Ignite 2026: Video Interview with TM Forum’s Guy Lupo

  • DTW Ignite 2026: Video Interview with TM Forum’s Andy Tiller

  • From danger zone to digital powerhouse: Kearney maps Europe’s path to telecom recovery

  • Gamma’s Edge Migrate: turning the UK’s PSTN switch-off into a strategic channel opportunity

  • The network autonomy dividend (when telcos replace tech milestones with business outcomes)