In this episode, I am joined by Kristin Paulin, Principal Analyst at Omdia, to dive deep into the evolving landscape of the US telecom market—unpacking the assets that define today’s telcos, the structural challenges they face, and the strategic crossroads shaping their future. From infrastructure and spectrum to bundling and digital services, we explore what truly drives value in a shifting ecosystem.

We also examine the tension between strategy and technology: What is more important? A bold strategic vision or technology prowess? And where do emerging trends like 5G, fiber expansion, and FWA services fit into the bigger picture? And what about 6G?

And for those needing a break or an inspiration to turn the laptop off, here is the link to Kristin's own podcast "Kristin's Next Chapter", a journey into books, the world of reading, and emerging authors!