<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Paolo’s TMT Picks ]]></title><description><![CDATA[Curated picks covering telcos, media & technology markets, and key earnings from selected companies, as well as major events including CES, MWC, NAB, IFA, IBC and more. Contact me directly for pricing and bundles!]]></description><link>https://paolopescatore.substack.com</link><image><url>https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png</url><title>Paolo’s TMT Picks </title><link>https://paolopescatore.substack.com</link></image><generator>Substack</generator><lastBuildDate>Fri, 24 Jul 2026 02:19:05 GMT</lastBuildDate><atom:link href="https://paolopescatore.substack.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Paolo Pescatore]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[paolopescatore@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[paolopescatore@substack.com]]></itunes:email><itunes:name><![CDATA[Paolo Pescatore]]></itunes:name></itunes:owner><itunes:author><![CDATA[Paolo Pescatore]]></itunes:author><googleplay:owner><![CDATA[paolopescatore@substack.com]]></googleplay:owner><googleplay:email><![CDATA[paolopescatore@substack.com]]></googleplay:email><googleplay:author><![CDATA[Paolo Pescatore]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Analysis: Network Provider Earnings 2Q 2026]]></title><description><![CDATA[This piece looks at the latest earnings for the quarter ended June 30, 2026, covering Ericsson and Nokia.]]></description><link>https://paolopescatore.substack.com/p/analysis-network-provider-earnings-f90</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-network-provider-earnings-f90</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Thu, 23 Jul 2026 15:54:41 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: Samsung Galaxy Unpacked July 2026]]></title><description><![CDATA[Samsung introduces a new wider Fold to broaden its portfolio, deepens its health ambitions and extends Galaxy into intelligent eyewear.]]></description><link>https://paolopescatore.substack.com/p/analysis-samsung-galaxy-unpacked-e18</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-samsung-galaxy-unpacked-e18</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Wed, 22 Jul 2026 16:37:34 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!cJgt!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!cJgt!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!cJgt!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg 424w, https://substackcdn.com/image/fetch/$s_!cJgt!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg 848w, https://substackcdn.com/image/fetch/$s_!cJgt!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!cJgt!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!cJgt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg" width="5457" height="2514" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/be748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:2514,&quot;width&quot;:5457,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1020263,&quot;alt&quot;:&quot;IMG_7448.jpeg&quot;,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="IMG_7448.jpeg" title="IMG_7448.jpeg" srcset="https://substackcdn.com/image/fetch/$s_!cJgt!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg 424w, https://substackcdn.com/image/fetch/$s_!cJgt!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg 848w, https://substackcdn.com/image/fetch/$s_!cJgt!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!cJgt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe748769-599c-4dec-8b11-2932596bb6f4_5457x2514.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">TM Roh, CEO, President and Head of the Device eXperience (DX) Division at Samsung Electronics, opens Galaxy Unpacked. </figcaption></figure></div><p>On 22 July 2026, Samsung held its <a href="https://www.linkedin.com/posts/paolo-pescatore-867832_ai-samsungunpacked-galaxyzfold8-activity-7485701395250126849-7rtU?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAAAfZU8Bu6e_B6x1Z7UsprDIe1oXzUE9II8">Galaxy Unpacked event in London</a>, unveiling a broad range of premium foldable, wearable and intelligent eyewear devices:</p><ul><li><p><strong>Galaxy Z Fold8 Ultra</strong> &#8212; Samsung&#8217;s flagship foldable for productivity, creativity and premium performance. </p></li><li><p><strong>Galaxy Z Fold8</strong> &#8212; a new lighter and wider foldable designed to feel more like a conventional smartphone when closed.</p></li><li><p><strong>Galaxy Z Flip8</strong> &#8212; a compact, stylish and AI-led foldable intended to make the category more accessible.</p></li><li><p><strong>Galaxy Watch9 Series</strong> &#8212; Samsung&#8217;s everyday smartwatch range focused on health, wellness and continuous monitoring with two variants (40mm and 44mm).</p></li><li><p><strong>Galaxy Watch Ultra2</strong> &#8212; a more rugged smartwatch for outdoor, endurance and performance-focused users.</p></li><li><p><strong>Samsung intelligent eyewear</strong> &#8212; two initial designs developed to bring hands-free AI into everyday use in partnership with Gentle Monster and Warby Parker.</p></li></ul>
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: Netflix 2Q 2026 Earnings]]></title><description><![CDATA[Robust Engagement and New Growth Engines Underline Netflix&#8217;s Strength as Expectations Rise]]></description><link>https://paolopescatore.substack.com/p/analysis-netflix-2q-2026-earnings</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-netflix-2q-2026-earnings</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Fri, 17 Jul 2026 06:27:00 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">On 16 July 2026, Netflix reported its 2Q 2026 earnings. Here are some of the key highlights:</p>
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: Sky Buys ITV's M&E— The Battle for Britain’s TV Front Door ]]></title><description><![CDATA[A defensive scale play that reshapes UK broadcasting and shifts the fight towards streaming, sport and the future of free-to-air TV.]]></description><link>https://paolopescatore.substack.com/p/analysis-sky-buys-itvs-m-and-e-the</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-sky-buys-itvs-m-and-e-the</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Thu, 09 Jul 2026 10:27:59 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">On Monday 6 July 2026, Sky announced its acquisition of ITV&#8217;s Media &amp; Entertainment business (ITV M&amp;E), marking one of the most significant shifts in UK broadcasting in years. Key details include:</p><ul><li><p><strong>Deal value:</strong> up to &#163;1.6bn</p></li><li><p><strong>Cash consideration:</strong> &#163;1.2bn</p></li><li><p><strong>Additional asset:</strong> ITV receives Sky&#8217;s Love Productions, maker of <em>The Great British Bake Off</em></p></li><li><p><strong>ITV Studios:</strong> remains separate as a standalone production business</p></li><li><p><strong>Content agreement:</strong> Sky and ITV M&amp;E commit to spend at least &#163;2.1bn with ITV Studios over 2028&#8211;2032</p></li><li><p><strong>Regulatory process:</strong> expected to include antitrust and public interest scrutiny</p></li></ul><p style="text-align: justify;">The deal should also be viewed alongside <a href="https://paolopescatore.substack.com/p/analysis-comcast-splits-into-two?r=1o7o9">Comcast&#8217;s wider restructuring</a>, with Sky expected to sit within the new NBCUniversal (NBCU) structure once Comcast separates its media assets from the connectivity business. That makes Sky&#8217;s move for ITV M&amp;E more than a UK broadcasting transaction. It is one of the first major moves shaping the new NBCU.</p>
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: Comcast splits into two]]></title><description><![CDATA[A reset from convergence to clarity, with Sky-ITV showing that the next phase is as much about consolidation as it is about separation.]]></description><link>https://paolopescatore.substack.com/p/analysis-comcast-splits-into-two</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-comcast-splits-into-two</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Tue, 07 Jul 2026 09:53:26 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">On <strong>29 June 2026</strong>, Comcast announced plans to split into two publicly traded businesses via a tax-free spin-off. A week later, Sky agreed to acquire ITV&#8217;s Media &amp; Entertainment business for up to <strong>&#163;1.6bn</strong>.</p><p style="text-align: justify;">In essence, Comcast is separating to simplify and unlock value, while Sky is consolidating to scale. Both moves are responses to the same pressure: legacy media and connectivity groups need sharper structures to compete with global platforms.</p><p>The new Comcast structure creates two more focused businesses:</p><ul><li><p><strong>Comcast</strong>: broadband, wireless, business services, connectivity, platforms and potentially U.S. cable consolidation.</p></li><li><p><strong>NBCUniversal</strong>: NBC, Universal Studios, Peacock, Telemundo, Bravo, theme parks and Sky as a standalone global media and entertainment company.</p></li></ul>
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: BT and Verizon, a pragmatic global reset ]]></title><description><![CDATA[BT gets cash, closure and a cleaner structure; Verizon gains reach and Global Fabric; and the wider market gets another sign that global enterprise telecoms needs scale, focus and sharper execution.]]></description><link>https://paolopescatore.substack.com/p/analysis-bt-and-verizon-a-pragmatic</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-bt-and-verizon-a-pragmatic</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Fri, 03 Jul 2026 09:36:57 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">On 29 June 2026, BT and Verizon announced plans to combine their international enterprise operations, creating a scaled global connectivity platform for multinational customers:</p><ul><li><p>The new business will be structured as a 50:50 joint venture.</p></li><li><p style="text-align: justify;">It will serve more than 3,000 multinational customers across more than 180 countries.</p></li><li><p>It represents around $4bn in combined annual revenue.</p></li><li><p>Verizon will make a $625m equalisation payment to BT.</p></li><li><p><span>Martijn Blanken appointed CEO-designate.</span></p></li><li><p style="text-align: justify;">Completion is expected in 2027, subject to regulatory approvals and other closing conditions.</p></li></ul>
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   ]]></content:encoded></item><item><title><![CDATA[DTW Ignite 2026: Key Themes ]]></title><description><![CDATA[How AI, autonomous networks and enterprise reinvention are turning technology strategy into a business imperative.]]></description><link>https://paolopescatore.substack.com/p/dtw-ignite-2026-key-themes</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/dtw-ignite-2026-key-themes</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Thu, 02 Jul 2026 09:17:13 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!v9eN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!v9eN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!v9eN!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg 424w, https://substackcdn.com/image/fetch/$s_!v9eN!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg 848w, https://substackcdn.com/image/fetch/$s_!v9eN!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!v9eN!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!v9eN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg" width="1456" height="1092" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1092,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;IMG_4682.jpeg&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="IMG_4682.jpeg" title="IMG_4682.jpeg" srcset="https://substackcdn.com/image/fetch/$s_!v9eN!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg 424w, https://substackcdn.com/image/fetch/$s_!v9eN!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg 848w, https://substackcdn.com/image/fetch/$s_!v9eN!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!v9eN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71225aa0-553e-4e26-9339-54fb6bd44d6d_5712x4284.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p style="text-align: justify;">DTW Ignite 2026 took place at the Bella Center in Copenhagen from 23&#8211;25 June and once again underscored why it remains one of my favourite telecoms events of the year. It has a different feel from many industry gatherings, largely informal, with the real value coming from the calibre of people and the conversations around the event.</p>
      <p>
          <a href="https://paolopescatore.substack.com/p/dtw-ignite-2026-key-themes">
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      </p>
   ]]></content:encoded></item><item><title><![CDATA[StreamTV Show 2026: Key Themes and Takeaways ]]></title><description><![CDATA[Aggregation, monetisation, live sport and new formats are reshaping streaming as the market moves from scale to deeper control of the viewer relationship.]]></description><link>https://paolopescatore.substack.com/p/streamtv-show-2026-key-themes-and</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/streamtv-show-2026-key-themes-and</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Thu, 25 Jun 2026 11:34:40 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Ymgm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Ymgm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Ymgm!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg 424w, https://substackcdn.com/image/fetch/$s_!Ymgm!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg 848w, https://substackcdn.com/image/fetch/$s_!Ymgm!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!Ymgm!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Ymgm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg" width="1456" height="1092" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1092,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;IMG_3985.jpeg&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="IMG_3985.jpeg" title="IMG_3985.jpeg" srcset="https://substackcdn.com/image/fetch/$s_!Ymgm!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg 424w, https://substackcdn.com/image/fetch/$s_!Ymgm!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg 848w, https://substackcdn.com/image/fetch/$s_!Ymgm!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!Ymgm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72162650-0ef0-4b43-8068-52d66176a4e0_5712x4284.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p style="text-align: justify;">StreamTV Show 2026 took place from June 16&#8211;19 at the Gaylord Rockies Resort &amp; Convention Center in Denver, Colorado, bringing together more than 2,200 attendees, 300+ speakers and 170+ sponsors and partners. The event continues to grow in scale and relevance, underscoring the need for a dedicated forum focused on the rapidly evolving streaming, connected TV and broader media landscape. Next year&#8217;s edition will return to the same venue, taking place August 3&#8211;6, 2027.</p>
      <p>
          <a href="https://paolopescatore.substack.com/p/streamtv-show-2026-key-themes-and">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[Paolo’s TMT Picks Gazzetta ]]></title><link>https://paolopescatore.substack.com/p/paolos-tmt-picks-gazzetta</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/paolos-tmt-picks-gazzetta</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Fri, 19 Jun 2026 12:04:56 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">This bumper edition takes a new format, bringing together a mix of hands-on testing, product innovation, major deals and strategic shifts across telecoms, media and technology, including:</p><ul><li><p><strong>Netflix and TF1 show what deeper aggregation looks like</strong></p></li><li><p><strong>Snap Spectacles and the race for AI-powered wearables</strong></p></li><li><p><strong>Qualcomm&#8217;s push to power the AI wearables era</strong></p></li><li><p><strong>Fox&#8217;s Roku move is a CTV, ads and data play</strong></p></li><li><p><strong>Paramount Skydance clears a major hurdle</strong></p></li><li><p><strong>French telecoms consolidation becomes Europe&#8217;s big test case</strong></p></li><li><p><strong>SpaceX, Musk and the valuation of critical infrastructure</strong></p></li><li><p><strong>FIFA World Cup 2026 testing has begun</strong></p></li><li><p><strong>BBC Sport experiments with a new dimension in live viewing</strong></p></li><li><p><strong>Sky&#8217;s Real Time feature tackles sports streaming delay</strong></p></li></ul>
      <p>
          <a href="https://paolopescatore.substack.com/p/paolos-tmt-picks-gazzetta">
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          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[Apple WWDC 2026: A Smarter Apple Experience]]></title><link>https://paolopescatore.substack.com/p/apple-wwdc-2026-a-smarter-apple-experience</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/apple-wwdc-2026-a-smarter-apple-experience</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Tue, 16 Jun 2026 14:02:03 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">WWDC 2026 was never going to be a normal developer conference, given that it marked Tim Cook&#8217;s final WWDC as Apple CEO and therefore became as much a symbolic handover as a software showcase. Cook&#8217;s legacy has been built on scale, discipline, services, privacy, Apple Silicon and deep integration across Apple&#8217;s devices and platforms.</p><p style="text-align: justify;">It was also an important moment for John Ternus, as Apple needed to reassure developers, investors and customers that the leadership transition is about continuity rather than disruption, while also signalling that the next chapter can feel more ambitious. That made WWDC 2026 one of Apple&#8217;s most important developer events in years, not for a single feature, but because it was the moment Apple had to reset the AI narrative.</p>
      <p>
          <a href="https://paolopescatore.substack.com/p/apple-wwdc-2026-a-smarter-apple-experience">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[FIFA World Cup 2026: The New Media Playbook for a Global Platform Era]]></title><description><![CDATA[How FIFA is using DAZN, Netflix, TikTok, YouTube, gaming and data to extend the World Cup far beyond the live match.]]></description><link>https://paolopescatore.substack.com/p/fifa-world-cup-2026-the-new-media</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/fifa-world-cup-2026-the-new-media</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Thu, 11 Jun 2026 10:08:22 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">The FIFA World Cup remains the ultimate live TV event. Nothing else offers the same blend of national emotion, appointment viewing, global reach, advertising power and shared cultural relevance.</p><p style="text-align: justify;">This latest 2026 tournament signals a broader shift, as FIFA is no longer relying solely on the traditional broadcast model to tell the World Cup story. It is building a wider platform spanning media, entertainment, creators, gaming, data and advertising for the tournament.</p><p style="text-align: justify;">Broadcasters and rights holders remain critical. Live matches continue to attract mass audiences, premium advertising inventory and a clear front door for many fans. But the World Cup is now far more than 90 minutes on a TV screen.</p><p style="text-align: justify;">It will be discovered on YouTube, clipped on TikTok, streamed on digital platforms, debated on podcasts, played in games, extended by creators, activated in stadiums and monetised through new layers of data, content and fan engagement. Other recent relevant pieces include:</p><p><strong><a href="https://paolopescatore.substack.com/p/the-battle-for-attention-technology?r=1o7o9">The Battle for Attention, Technology and Connectivity at FIFA World Cup 2026</a></strong></p><p><strong><a href="https://paolopescatore.substack.com/p/fifa-world-cup-2026-connectivity?r=1o7o9">FIFA World Cup 2026: Connectivity Moves Centre Stage</a></strong></p><p><strong><a href="https://paolopescatore.substack.com/p/sports-new-power-grab-the-battle">Sport&#8217;s New Power Grab &#8212; The Battle for the Always-On Fan</a></strong></p>
      <p>
          <a href="https://paolopescatore.substack.com/p/fifa-world-cup-2026-the-new-media">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[FIFA World Cup 2026: Connectivity Moves Centre Stage]]></title><description><![CDATA[How telcos can turn the tournament into a showcase for networks, streaming, roaming, home broadband and customer loyalty.]]></description><link>https://paolopescatore.substack.com/p/fifa-world-cup-2026-connectivity</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/fifa-world-cup-2026-connectivity</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Mon, 08 Jun 2026 10:43:58 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">The prior Qatar 2022 tournament already showed how World Cup viewing habits are changing. Time zones, winter scheduling and the rise of streaming pushed fans towards more flexible ways of watching: live where possible, but increasingly through highlights, clips, mobile apps, social video, catch-up services and second-screen engagement. It was a reminder that the World Cup is no longer experienced only on the main TV in the living room at kick-off.</p><p style="text-align: justify;">FIFA World Cup 2026 will take this further. A 48-team tournament, 104 matches and three host countries will create one of the biggest live stress tests the telecoms, media and technology industries have ever faced. For fans in Europe in particular, many matches will fall late at night or in the early hours, meaning a significant share of the audience will follow the tournament through morning highlights, mobile clips, commute-time catch-ups, social feeds, podcasts, notifications and on-demand analysis.</p><p style="text-align: justify;">The World Cup experience is becoming more fragmented, more mobile and more reliant on connectivity throughout the day, not just during the live match window. Fans will be watching in stadiums, at home, in pubs, in hotels, in fan zones, on trains, on buses, at airports, at work and across multiple devices. They will be streaming, messaging, uploading, navigating, paying, translating, travelling and sharing every moment.</p><p style="text-align: justify;">Therefore, this makes the tournament far more than a broadcast event. It is a mobile data, fixed broadband, streaming, smart city, public safety, retail and customer loyalty event.</p><p style="text-align: justify;">For telecom operators, I strongly believe they should demonstrate why connectivity matters before, during and after the match. Live viewing still matters, but so do highlights, replays, social clips, notifications, roaming, Wi-Fi, UHD (4K) streams, mobile video and the reliability of the home network.</p><p style="text-align: justify;">At its best, the World Cup showcases the entire telco offering. For some, this is a missed opportunity, and there are fascinating differences between providers around the world. </p>
      <p>
          <a href="https://paolopescatore.substack.com/p/fifa-world-cup-2026-connectivity">
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          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[COMPUTEX 2026: Core Themes and Key Takeaways ]]></title><description><![CDATA[AI, Connectivity and the Race to Power the Next Decade &#8212; a strong steer on where the industry is heading.]]></description><link>https://paolopescatore.substack.com/p/computex-2026-core-themes-and-key</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/computex-2026-core-themes-and-key</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Fri, 05 Jun 2026 10:08:22 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">Held annually in Taipei, Taiwan, Computex has evolved from a PC and components showcase into one of the world&#8217;s most influential technology events. The 2026 edition took place from 2&#8211;5 June, bringing together the companies shaping the future of computing, AI, connectivity and digital infrastructure. </p><p style="text-align: justify;">This year&#8217;s keynote line-up reflected the event&#8217;s growing importance, featuring senior executives including Rene Haas (Arm), Young Liu (Foxconn), Lip-Bu Tan (Intel), Rick Tsai (MediaTek), Kurt Sievers (NXP), Jensen Huang (NVIDIA) and Cristiano Amon (Qualcomm). </p><p style="text-align: justify;">Beyond the keynote stage, the event serves as a barometer for the broader technology industry, offering an early indication of where investment, innovation and competitive battles are headed.</p><p style="text-align: justify;">Often overshadowed by CES, which captures headlines with consumer gadgets, Computex focuses on the technologies that power these and future experiences. If CES is where technology is marketed, Computex is increasingly where it is engineered.</p>
      <p>
          <a href="https://paolopescatore.substack.com/p/computex-2026-core-themes-and-key">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[The Battle for Attention, Technology and Connectivity at FIFA World Cup 2026]]></title><description><![CDATA[One of the biggest sporting events on the planet is about to get even bigger.]]></description><link>https://paolopescatore.substack.com/p/the-battle-for-attention-technology</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/the-battle-for-attention-technology</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Wed, 03 Jun 2026 10:13:39 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">Running from 11 June to 19 July 2026 across Canada, Mexico, and the United States, the FIFA World Cup 2026 will be the largest in the competition&#8217;s history. For the first time, 48 nations will compete in 104 matches across 16 host cities, up from 32 teams and 64 matches.</p><p style="text-align: justify;">More than 6 million fans are expected to attend in person, making it the most-watched World Cup ever. At the same time, billions around the world will follow every moment across television, streaming and social platforms. The expanded format underscores the growing popularity of football and creates new opportunities for host cities, broadcasters, sponsors, brands and technology partners to engage audiences on an unprecedented scale.</p><p style="text-align: justify;">This is a monumental moment not only for FIFA, participating nations and players, but also for broadcasters, advertisers, sponsors and technology providers. The World Cup has evolved far beyond a sporting event. It is now one of the world&#8217;s most powerful platforms for storytelling, innovation, marketing and fan engagement. Every stakeholder is seeking to maximise the opportunity, whether through immersive activations, exclusive experiences, creator-led content, innovative partnerships or the deployment of technologies that bring fans closer to the action.</p><p style="text-align: justify;">Several factors make this tournament particularly noteworthy. It is poised to be the first truly streaming-era World Cup, arriving at a time when connected TVs, mobile devices and streaming services have become mainstream viewing platforms. It will also showcase AI, advanced connectivity and new production techniques. At the same time, the growing role of creators and influencers is set to transform how fans engage with content before, during and after matches. The United States, as one of the world&#8217;s largest media, technology and advertising markets, further elevates the tournament&#8217;s commercial significance.</p><p style="text-align: justify;">As the competition approaches, I will be keeping a close eye on every aspect of the World Cup ecosystem. Particular areas of interest include sponsor campaigns, fan activations, unique storytelling approaches, and how organisations seek to stand out during one of the most competitive periods in global media. Equally fascinating will be how broadcasters, streaming providers and technology partners deliver the event from glass to glass, ensuring fans can access matches wherever and however they choose to watch.</p><p style="text-align: justify;">For me, the fascination extends well beyond the football itself. The tournament offers a unique opportunity to examine how technology, media and connectivity converge to deliver one of the world&#8217;s most demanding live events, from the stadium to the screen and everything in between. Throughout the tournament, I will be <a href="https://www.linkedin.com/posts/paolo-pescatore-867832_connectivity-streaming-connectedhome-ugcPost-7467150911329513472-UyMb/?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAAAfZU8Bu6e_B6x1Z7UsprDIe1oXzUE9II8">testing </a>across platforms, networks, and <a href="https://www.linkedin.com/posts/paolo-pescatore-867832_sport-connectivity-premierleague-share-7464334097977585664-_IaU/?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAAAfZU8Bu6e_B6x1Z7UsprDIe1oXzUE9II8">devices at home</a> and while travelling, including time in the United States during the competition. From broadcast versus streaming performance to connectivity across fixed, <a href="https://www.linkedin.com/posts/paolo-pescatore-867832_broadband-epl-streaming-ugcPost-7462581187333758976-DN-z/?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAAAfZU8Bu6e_B6x1Z7UsprDIe1oXzUE9II8">Wi-Fi</a>, and mobile networks, this testing will provide a valuable lens for evaluating how the world&#8217;s biggest sporting event is delivered and experienced by fans around the globe.</p><p style="text-align: justify;">The action on the pitch is only part of the story. This piece examines three areas shaping FIFA World Cup 2026: the FIFA International Broadcast Centre (IBC), where the tournament becomes a global media product; Lenovo&#8217;s role in powering the biggest World Cup yet; and Verizon&#8217;s focus on connectivity, fan experiences and public safety. Together, they show how the event is being delivered, supported and experienced on an unprecedented scale. </p>
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          <a href="https://paolopescatore.substack.com/p/the-battle-for-attention-technology">
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: BT Looks to Get Its Mojo Back ]]></title><link>https://paolopescatore.substack.com/p/analysis-bt-looks-to-get-its-mojo</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-bt-looks-to-get-its-mojo</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Fri, 29 May 2026 14:50:38 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!d6eI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!d6eI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!d6eI!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg 424w, https://substackcdn.com/image/fetch/$s_!d6eI!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg 848w, https://substackcdn.com/image/fetch/$s_!d6eI!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!d6eI!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!d6eI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg" width="1456" height="1092" 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https://substackcdn.com/image/fetch/$s_!d6eI!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg 848w, https://substackcdn.com/image/fetch/$s_!d6eI!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!d6eI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe557a636-9baf-4c8a-ba91-9d80dd63b05b_2048x1536.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p style="text-align: justify;">On 7 May 2026, BT hosted an event at <a href="https://www.linkedin.com/posts/paolo-pescatore-867832_connectivity-sport-euro2028-ugcPost-7458157537960443904-rjtH/?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAAAfZU8Bu6e_B6x1Z7UsprDIe1oXzUE9II8">Wembley Stadium</a> to unveil a series of announcements spanning brand, consumer, business and sport:</p><ul><li><p>BT was announced as the Official Telecommunications Partner of UEFA EURO 2028. This will see BT provide connectivity for the tournament across areas such as stadiums, broadcast operations, teams, officials and wider event infrastructure</p></li><li><p>Launched its new brand campaign, &#8220;Behind Brilliant Things&#8221;, which highlights BT&#8217;s role in powering everyday connectivity, major events, businesses and national moments</p></li><li><p>Used the event to reinforce the role of its networks, technology and people in supporting consumers, businesses and large-scale live events</p></li><li><p>Unveiled updates across its <a href="https://www.linkedin.com/posts/paolo-pescatore-867832_great-to-catch-up-with-claire-gillies-and-activity-7459640961241927681-Z-2l?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAAAfZU8Bu6e_B6x1Z7UsprDIe1oXzUE9II8">Consumer and Business</a> segments</p><ul><li><p>Confirmed the return of BT Mobile to its consumer offering</p></li><li><p>Highlighted developments across mobile, broadband, cybersecurity and business connectivity</p></li></ul></li></ul><p style="text-align: justify;">In terms of context, I strongly recommend reading one of my previous pieces outlining my views on the BT brand (<a href="https://paolopescatore.substack.com/p/the-new-ee-and-the-journey-so-far">The New EE and the Journey So Far</a>).</p>
      <p>
          <a href="https://paolopescatore.substack.com/p/analysis-bt-looks-to-get-its-mojo">
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: BT Fiscal 4Q and FY 2026 Earnings ]]></title><link>https://paolopescatore.substack.com/p/analysis-bt-fiscal-4q-and-fy-2026</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-bt-fiscal-4q-and-fy-2026</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Tue, 26 May 2026 09:33:11 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[
      <p>
          <a href="https://paolopescatore.substack.com/p/analysis-bt-fiscal-4q-and-fy-2026">
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   ]]></content:encoded></item><item><title><![CDATA[Google I/O 2026: Key Announcements, Takeaways and Strategic Implications]]></title><link>https://paolopescatore.substack.com/p/google-io-2026-key-announcements</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/google-io-2026-key-announcements</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Fri, 22 May 2026 09:26:56 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p style="text-align: justify;">Google I/O 2026 took place on 19&#8211;20 May 2026 at the Shoreline Amphitheatre in Mountain View, California, and was also streamed online for developers and a wider audience. As Google&#8217;s flagship annual developer conference, it is used to unveil major updates across AI, Android, Search, Gemini, Workspace, cloud, developer tools and emerging devices.</p><p style="text-align: justify;">This year&#8217;s event followed The Android Show: I/O Edition, held on 12 May 2026, which set the scene by showing how Android is being positioned beyond smartphones as an AI-powered ecosystem layer spanning phones, watches, laptops, cars, XR and smart glasses.</p><p style="text-align: justify;">I look at some of the areas that caught my eye, and then all attention shifts to Microsoft Build and, of course, Apple WWDC.</p>
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: European Telco Earnings 1Q 2026]]></title><description><![CDATA[This piece examines the latest earnings for the quarter ended March 31, 2026, and covers Deutsche Telekom, Orange, Telef&#243;nica and Vodafone.]]></description><link>https://paolopescatore.substack.com/p/analysis-european-telco-earnings-80d</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-european-telco-earnings-80d</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Fri, 15 May 2026 10:11:50 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[
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          <a href="https://paolopescatore.substack.com/p/analysis-european-telco-earnings-80d">
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: U.S. Media and Social Platforms Earnings 1Q 2026 ]]></title><description><![CDATA[This piece examines the latest earnings for the quarter ended March 31, 2026 and covers Paramount Skydance, Pinterest, Reddit, Roku, Snap, The Walt Disney Company and Warner Bros. Discovery.]]></description><link>https://paolopescatore.substack.com/p/analysis-us-media-and-social-platforms-c0e</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-us-media-and-social-platforms-c0e</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Fri, 08 May 2026 09:24:17 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[
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          <a href="https://paolopescatore.substack.com/p/analysis-us-media-and-social-platforms-c0e">
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   ]]></content:encoded></item><item><title><![CDATA[Analysis: Chipset Earnings 1Q 2026 ]]></title><description><![CDATA[This piece examines the latest quarterly earnings for the period ended March 31, 2026, and includes AMD, ARM Holdings, Intel, and Qualcomm.]]></description><link>https://paolopescatore.substack.com/p/analysis-chipset-earnings-1q-2026</link><guid isPermaLink="false">https://paolopescatore.substack.com/p/analysis-chipset-earnings-1q-2026</guid><dc:creator><![CDATA[Paolo Pescatore]]></dc:creator><pubDate>Thu, 07 May 2026 14:47:11 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!-MOO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffda9e15a-cb47-4842-86b3-27ee1680b86f_600x600.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[
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          <a href="https://paolopescatore.substack.com/p/analysis-chipset-earnings-1q-2026">
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   ]]></content:encoded></item></channel></rss>