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In this special episode of neXt Curve's reThink Podcast, Prakash Sangam, Principal Analyst at Tantra Analyst joins Leonard Lee to cover the top stories in tech.

Qualcomm and Arm were back in court last week. This time Qualcomm is the plaintiff bring a wide-ranging case to a jury in Wilmington, Delaware, which could shape the future of Arm core IP licensing going forward with not only Qualcomm, but the massive base of licensees who depend on Arm's core IP.

Prakash Sangam, Principal Analyst of Tantra Analyst was once again in person in Wilmington to witness the action in the courtroom. He joins Leonard Lee to discuss the highlights, the jury verdict, and the implications as the case awaits the bench ruling anticipated in the coming week.

Prakash and Leonard talk about the following topics and highlights:

➡️ Trial Setup and Background (1:01)
➡️ How Jury and Bench Trials Work (2:43)
➡️ Verdict Overview Three Key Questions (4:21)
➡️ Claim One: ALA Breach Explained (5:36)
➡️ Claim Two: TLA Offer Dispute (7:06)
➡️ Claim Three: Interference and UCL (9:29)
➡️ Meta Relationship and Sealed Testimony (14:00)
➡️ ALA vs TLA Licensing Basics (16:53)
➡️ Industry Shift Arm and Qualcomm Collide (18:34)
➡️ Why UCL Ruling Matters Next (23:56)
➡️ Meaning Of One Dollar (25:28)
➡️ Bench Trial Loose Ends - Liquidated Damages, V10 Licensing, and UCL (28:20)
➡️ Timeline And Appeals (32:44)
➡️ Industry Shifts And Stakes (34:50)
➡️ AI Brings CPUs Back (37:44)

If you would like to set up a meeting, connect with Prakash Sangam at www.tantraanalysis.com.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.com or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.

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"From the Radio to the RIC" is a podcast series covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing.

In this special episode of "From the Radio to the RIC", Leonard meets up with Patrick Lopez of {Core Analysis} have an impromptu conversation on the final day of TM Forum's Innovate Americas 2026 event, which took place in Plano, Texas.

Patrick and Leonard talk about the following topics and highlights:

➡️ Don't call me an influencer! (0:31)
➡️ TM Forum Innovate Americas 2026 intro. (2:12)
➡️ Patrick's key impressions and takes (3:08)
➡️ Trust is a big theme. (5:19)
➡️ The state of network automation with agentic AI. (5:57)
➡️ The great data and storage problem. (7:12)
➡️ The ubiquity of the trust priority. (8:43)
➡️ A sobering throwback to practical AI & automation. (9:51)
➡️ What is trust? What does it mean? (12:40)
➡️ The trust gradient. (13:52)
➡️ TM Forum's first trust hackathon. (16:41)

If you would like to set up a meeting, connect with Patrick Lopez at www.coreanalysis.ca.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.com or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

DISCLAIMER: This podcast is for informational purposes only.

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"From the Radio to the RIC" is a podcast series that is a collaboration between Earl Lum of EJL Wireless Research and Leonard Lee of neXt Curve covering mobile wireless technologies and the AI-evolution of the mobile infrastructure and computing.

In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights:

➡️ The state of the RAN market in H2 26 and beyond. (2:40)
➡️ The perennial 5G monetization mystery. (7:52)
➡️ Closing the book on the Open RAN Squid Game. (14:26)
➡️ Ericsson Industry Analyst Day 2026 recap reflections. (17:20)
➡️ An industry trying to figure out physical AI. (22:59)
➡️ Critical communications, ISAC and the future of 6G. (28:18)
➡️ Will 6G networks be shared infrastructure? Why? (33:37)
➡️ Are global network APIs in a better place? (39:08)
➡️ The state of AI-RAN. (42:45)
➡️ The state of telco in space and NTN. (50:13)
➡️ The myth that SpaceX will destroy telco operators. (53:04)
➡️ Nokia partners with ICEYE for sovereign space. (57:26)

If you would like to set up a meeting, connect with Earl Lum at www.ejlwireless.com and Leonard Lee at www.next-curve.com.

Make a request through our respective request forms.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.com or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.