Equity Holders and Creditors: The Impact of Debt-to-Swap Dynamics

This episode was recorded from the show floor of the Digital Transformation World 2025 event with special guest Analyst John Strand. Pausing only to review the Danish beer selection John provided, they get straight into a review of the show. Many familiar themes were covered once more, with AI providing much of the novelty, so the guys ponder how much progress is being made. They eventually move on to discuss recent news from US vendor Mavenir and what that may tell us about the industry, before reflecting on the US President’s involvement in a new MVNO.