Mavenir Industry Analyst Day 2026 Recap (with Earl Lum)
Send us Fan Mail "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. Once again, we are at Mavenir’s Industry Analyst Event 2026, which is one of the densest and forward-thinking and viewing telco events of the year. Mavenir means (sort of) “future” in French. But the company has been a maverick of the industry that continues to push the frontier of telco and now beyond. In this episode of "From the Radio to the RIC", Earl and Leonard talk about the following topics and highlights: ➡️ (00:25) What Is Mavenir, and what does it stand for? ➡️ (01:48) Recap of last year's Mavenir Analyst Industry Day ➡️ (02:40) Key themes of Mavenir Industry Analyst Day 2026 ➡️ (04:44) 6G Core options for AI-native. Are there any? ➡️ (14:32) The Open RAN Squid Game is officially done ➡️ (15:30) Will mobile sensing be another Squid Game? ➡️ (18:22) Mavenir's multi-access core vision for a heterogeneous connectivity world ➡️ (19:52) The new NeoCloud practice for a new frontier ➡️ (23:02) The massive vertical services fog and pitfalls for NeoClouds ➡️ (24:09) Enabling sovereign AI for government and defense ➡️ (24:42) Open RAN's silver lining moment with NTN ➡️ (25:27) Mavenir's frontier Forward Deployed Engineering differentiation ➡️ (27:57) Network core-focused AI Voice - A key to AI innovation and modernization? ➡️ (30:21) Mavenir's BSS for NeoCloud for agentic and AI FinOps and monetization ➡️ (33:26) The big frontier AI opportunity - Fraud and AI Security? ➡️ (39:41) The essential focus on knowledge management for safe telco AI EPISODE SUMMARY (AI-generated) "Leonard Lee and Earl Lum discuss attending Mavenir’s Industry Analyst Day in Allen, Texas, noting the company’s turnaround since last year’s recapitalization and debt restructuring and its renewed focus on high-margin software and profitability. They highlight candid customer perspectives from O2 Germany and Turkcell, Mavenir’s core-centric strategy (“there’s a core for that”), and debate 6G core “options,” arguing AI implementation should be vendor- and operator-specific rather than standardized. They say Mavenir has exited the terrestrial Open RAN RAN business, emphasizing small cells, NTN-related work, AI voice capabilities, and expanding security/fraud prevention with faster vulnerability response. They also describe Mavenir’s forward-deployed engineering model that gets paid, internal AI for efficiency, and a broadened NeoCloud/AI Cloud push targeting sovereign, enterprise, and telco AI cloud segments, while warning the strategy risks spreading focus too thin." 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://nextcurvepodca... 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.
