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The 6G Podcast by Moor Insights & Strategy

The 6G Podcast by Moor Insights & Strategy

260 episodes — Page 2 of 6

S5 Ep 10The G2 on 5G Podcast: Mavenir's Woes, Trump's Spectrum Plans, Rip and Replace Funding, MediaTek's Pixel Potential, 2024 Recap, and 2025 Predictions

Welcome and Introduction- Will Townsend and Anshel Sag host the final episode of G2 and 5G for 2024- Apology for delay due to travel commitments- Brief discussion on upcoming CES expectationsHot Takes on Recent News- Mavenir's ongoing challenges and executive departure- Potential Trump administration's plans for 3 GHz spectrum allocationMavenir's Struggles- John Baker's departure and its implications- Financial difficulties and failed expansion attempts- Speculation on potential buyers and future prospectsSpectrum Allocation and FCC Changes- Discussion on lower 3 GHz band allocation for 5G- Challenges with FCC's ability to allocate spectrum- Congressional issues affecting spectrum allocationRip and Replace Funding- US Senate's approval of $3 billion for replacing Chinese infrastructure- Debate on whether the allocated funds are sufficientMediaTek's Potential Entry into Pixel Phones- Rumors of MediaTek 5G modems in future Pixel devices- Comparison with current Samsung modems in Pixel devices- Speculation on Apple's modem strategy2024 Retrospective and 2025 Predictions- 2024 as a setup year for significant 5G developments in 2025- Predictions for satellite integration in 5G networks- AI's increasing role in network operations and device interfacesThe Year of LEO (Low Earth Orbit) Satellites- 2025 projected as the "year of the fifth zodiac" (Leo)- Anticipated developments in LEO satellite communications- Potential scaling of direct-to-cell unmodified technologyClosing Thoughts- Brief mention of upcoming phone reviews- Expectations for 5G advancements and glimpses of 6G in 2025- Invitation for audience engagement and feedback

Dec 31, 202419 min

S5 Ep 9The G2 on 5G Podcast: NTT DoCoMo's 6G AI Trials, Qualcomm's IoT Strategy, Aramco's Mavenir Investment Rumors, Nokia's Financial Wins, CV2X Standardization, and RFK Jr.'s Wireless Concerns

Welcome and Introduction- Episode 209 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.- The duo shares their recent travel experiences, highlighting their busy schedules and upcoming plans.6G Trials and AI Integration- Discussion on NTT DoCoMo and SK Telecom's pre-6G trial involving AI, with insights into the role of Nvidia and Nokia.- Exploration of AI's potential in enhancing network performance and customer experience.Qualcomm's Strategic Focus- Insights from Qualcomm's Investor Day, emphasizing IoT and PC growth.- Qualcomm's ambition to balance its smartphone business with IoT and automotive sectors by 2030.Aramco Digital's Potential Investment in Mavenir- Rumors of Aramco Digital considering a $1 billion investment in Mavenir.- Speculation on Tarek Amin's disruptive strategies and the potential impact on Mavenir's future.CV2X Standardization Progress- Update on CV2X technology's journey to becoming a standard in the U.S.- Discussion on the implications for automotive connectivity and Qualcomm's role in the sector.Nokia's Recent Wins- Nokia secures significant deals with Bharti Airtel and Microsoft Azure, boosting its financial outlook.- Analysis of Nokia's position in the RAN and data center markets.Controversial Views on Wireless Technology- RFK Jr.'s controversial statements on 5G and wireless technology.- Concerns about misinformation and the importance of informed discussions on technology.Thanksgiving Plans and Closing Remarks- Hosts share their Thanksgiving travel plans and express gratitude to listeners.- Encouragement for audience engagement and feedback on future podcast topics.

Nov 27, 202423 min

S5 Ep 8G2 on 5G Podcast: Snapdragon Summit Highlights, ARM vs. Qualcomm Dispute, AST Space Mobile's Defense Contract, iPhone 16 Sales Insights, AT&T, T-Mobile, Verizon Earnings, and FirstNet's New Spectrum Allocation

Welcome and Introduction- Episode 208 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.- Apologies for the recent absence due to extensive travel schedules.Snapdragon Summit Insights- Will Townsend shares his experience attending the Snapdragon Summit in Maui.- Focus on AI-first experiences and Qualcomm's advancements in mobility and automotive sectors.- Discussion on the Snapdragon 8 Elite, likened to a mini data center tech stack.Qualcomm and ARM Dispute- Anshel Sag delves into the ongoing IP dispute between Qualcomm and ARM.- Exploration of the implications for both companies and the potential impact on the industry.- Discussion on the role of Nuvia's acquisition by Qualcomm in the dispute.AST Space Mobile Developments- Will Townsend highlights AST Space Mobile's recent achievements, including a Department of Defense contract.- Discussion on the company's role in the HALO program and future satellite launches.iPhone 16 Reception- Anshel Sag discusses the mixed reception of the iPhone 16 in the U.S. market.- Analysis of generous carrier offers and their impact on sales figures.- Insights into Apple's strategic moves and the introduction of Apple Intelligence.Earnings Season Overview- Will Townsend reviews recent earnings reports from AT&T, T-Mobile, and Verizon.- Highlights include T-Mobile's strong FWA 5G growth and AT&T's steady performance.- Discussion on Verizon's challenges and the innovative converged gateway product from AT&T.FirstNet Spectrum Expansion- Anshel Sag covers the FCC's decision to grant FirstNet additional spectrum.- Examination of the potential benefits for first responders and the broader implications for AT&T.Conclusion and Audience Engagement- Encouragement for listeners to provide feedback and suggest future topics.- Contact information for Will Townsend and Anshel Sag shared for audience interaction.

Nov 3, 202425 min

S5 Ep 7G2 on 5G Podcast: Episode 207 - AT&T's Leadership Shift, SpaceX & T-Mobile's Emergency Tech, Nokia & NTT's 5G Partnership, KT's NTN Breakthrough, Verizon's New CTO, and Apple's Upcoming 5G Modem Debut

Episode 207: G2 on 5G - Insights and UpdatesWelcome and Introduction- Hosts Will Townsend and Anshel Sag kick off the episode with a light-hearted discussion about recent baseball games, highlighting the Padres' performance and the Astros' unexpected exit.AT&T Leadership Change- Will Townsend discusses the surprising departure of Chris Sambar, AT&T's network president, after over 20 years with the company.- Speculation around the reasons for his departure, with insights into potential management disagreements.- Discussion on Chris Sambar's future prospects and his potential move to AST Space Mobile.SpaceX and T-Mobile's Emergency Authorization- Anshel Sag covers the emergency authorization granted to SpaceX and T-Mobile for direct-to-cell technology in North Carolina.- The focus is on enabling basic SMS communication in areas lacking cell coverage, particularly for disaster recovery efforts.- Discussion on the temporary nature of this authorization and its potential future implications.Nokia and NTT Partnership on Private 5G- Will Townsend highlights the formal partnership between Nokia and NTT Data on private 5G networks.- Insights into the partnership's impact on smart city deployments, particularly in Brownsville, Texas.- Discussion on the flexibility and benefits of having multiple partners like Celona and Cisco for diverse use cases.KT and KTSAT's NTN Technology Milestone- Anshel Sag explains KT and KTSAT's claim of being the first to integrate a commercial 5G network with a geostationary satellite using NTN technology.- Discussion on the significance of this development and its potential impact on future satellite communications.Verizon's Restructuring and New CTO- Will Townsend discusses Verizon's recent restructuring, including the appointment of a new CTO from Vodafone and a reduction in workforce.- Insights into the strategic shifts at Verizon, particularly in relation to standalone 5G and millimeter wave technology.Apple's Upcoming 5G Modem- Anshel Sag shares insights on Apple's expected launch of its first 5G modem in the iPhone SE next year.- Discussion on the strategic reasons for launching the modem in the SE model and the potential implications for Apple's product lineup.Conclusion- The hosts wrap up the episode, inviting listeners to provide feedback and suggest topics for future episodes.- Encouragement to rate, subscribe, and tune in for the next episode.

Oct 9, 202420 min

S5 Ep 6The G2 on 5G Podcast Standalone Edition: AT&T's Space Strategy, AST's Satellite Launch, and Bridging the Digital Divide with Chris Sambar and Abel Avellan

Welcome and Introduction- Will Townsend introduces the episode, featuring Chris Sambar, President of Networks for AT&T, and Abel Avellan, CEO of AST SpaceMobile.- The discussion kicks off with excitement about a recent rocket launch at Cape Canaveral.Rocket Launch Impressions- Chris Sambar shares his awe at witnessing a rocket launch for the first time.- Highlights the enthusiasm of AST SpaceMobile's investor base present at the event.Milestone Achievements for AST SpaceMobile- Abel Avellan discusses the significance of having five BlueBird satellites in orbit.- Explains the expected coverage and connectivity capabilities from the initial satellite launch.Design and Innovation in Satellite Technology- Avellan elaborates on the compact design and technological advancements of the BlueBird satellites.- Emphasizes the compatibility with existing mobile phones and the broadband capabilities of the satellites.AT&T's Strategic Partnership with AST SpaceMobile- Chris Sambar talks about AT&T's investment in AST SpaceMobile and his role on the board.- Describes the strategic advantage of satellite technology in providing coverage to remote areas.Job Creation and Economic Impact- Avellan highlights AST SpaceMobile's contribution to job creation in West Texas.- Discusses the transition of workers from the oil and gas industry to high-tech manufacturing roles.Bridging the Digital Divide- Avellan expresses his passion for providing equal economic opportunities through connectivity.- Discusses the transformative potential of mobile technology in underserved regions.AT&T's Commitment to Connectivity- Sambar outlines AT&T's efforts in expanding fiber networks and supporting digital learning.- Emphasizes the importance of broadband connectivity for societal advancement.Closing Remarks- Townsend wraps up the discussion, expressing gratitude to the guests.- Encourages listeners to engage with the podcast on social media and subscribe for future episodes.

Sep 26, 202424 min

S5 Ep 5G2 on 5G Episode 205: AST SpaceMobile Launch, Ericsson's Network Programmability, Verizon Layoffs, and T-Mobile's Capital Markets Day

Episode 205: G2 on 5G - Live from San FranciscoWelcome and Introduction- Hosts Will Townsend and Anshel Sag kick off episode 205 from San Francisco.- The episode features an abbreviated format with four topics, following their attendance at T-Mobile Capital Markets Day.AST Space Mobile Satellite Launch- Discussion on AST Space Mobile's successful launch of commercial satellites, known as Bluebirds, with SpaceX.- The satellites serve major carriers like AT&T and Verizon, boosting AST's stock to nearly $30 a share.- The launch signifies competition for Starlink, which is still in testing phases.Ericsson's Mobile Network Programmability Initiative- Ericsson announces a joint venture with mobile network operators to advance mobile network programmability.- The initiative aims to standardize and monetize 5G networks, benefiting application developers and enterprises.- Will and Anshel discuss the potential positive impact on Ericsson and the industry.Verizon's Workforce Reduction- Verizon announces a layoff of 5,000 employees, aiming to cut costs and improve profitability.- The layoffs reflect challenges in customer retention and network performance compared to competitors like T-Mobile.- Discussion on Verizon's efforts to enhance its network and regain market position.Insights from T-Mobile Capital Markets Day- Will and Anshel attended T-Mobile's event, featuring discussions with executives and industry analysts.- T-Mobile's collaboration with OpenAI on an improved customer experience platform, branded as Intent CX, is highlighted.- Introduction of T-Priority, a dedicated network slice for first responders, aiming to compete with AT&T's FirstNet.- T-Mobile's partnership with Nvidia to optimize radio access networks using AI, enhancing coverage and performance.Rapid Fire Topics- T-Mobile tests emergency notifications via satellite with SpaceX's Starlink.- NCAA approves AT&T's 5G helmet for deaf football players.- Huawei releases the Mate X3 Tri-Fold, a bifold smartphone with a ten-inch screen, priced at $3,000.Conclusion- Will and Anshel wrap up the episode, inviting listeners to provide insights on future 5G topics.- Encouragement to rate and subscribe to the podcast for more updates and discussions.

Sep 19, 202419 min

S5 Ep 4Episode 204: AT&T's Generative AI Strategy, Apple's Upcoming iPhone 16, Deutsche Telekom's 5G Standalone Plans, Inseego's Multi-Carrier FWA Router, US Rural 5G Fund Revival, and Huawei's Revenue Rebound

Welcome and Introduction- Will Townsend welcomes listeners to episode 204 of the G2 on 5G podcast.- Co-host Anshel Sag joins the discussion, and they wish everyone a happy Labor Day weekend.Labor Day Plans and Personal Updates- Anshel Sag shares his plans to attend IFA in Berlin before the upcoming Apple event.- Will Townsend talks about watching the Longhorns' home opener in Austin and his connection to Fort Collins.AT&T's Generative AI Strategy- Will Townsend discusses an article about AT&T's head of AI and their broad strategy for generative AI.- The conversation covers AT&T's use of AI for network lifecycle management, retiring copper infrastructure, and the potential for an autonomous network.- Anshel Sag highlights the cost optimization benefits of AI for large companies like AT&T.Apple's Upcoming Event- Anshel Sag previews Apple's September 9 event, focusing on the expected launch of the iPhone 16 and AI advancements.- Discussion on potential updates to the Apple Watch and AirPods, with less emphasis on new MacBooks.Deutsche Telekom's 5G Standalone Strategy- Will Townsend talks about Deutsche Telekom's plans to roll out 5G standalone with a focus on bespoke service offerings like cloud gaming and network slicing.- Anshel Sag questions the infrastructure readiness and the monetization strategy for these new services.Inseego's New FWA Router- Anshel Sag introduces Inseego's new FWA router, which supports all three major U.S. carriers and offers dual SIM functionality.- The router is designed for small and medium businesses, providing flexibility and advanced security features.U.S. Rural 5G Fund- Will Townsend revisits the U.S. Rural 5G Fund, a $9 billion initiative to improve rural broadband access that has been on pause since 2020.- Anshel Sag expresses skepticism about the fund's potential impact and the lack of satellite technology in the discussion.Huawei's Revenue Rebound- Anshel Sag discusses Huawei's 34% year-on-year revenue growth and 17% increase in net profit.- The conversation covers Huawei's diversification into automotive and cloud services, and their continued competitiveness despite challenges.Closing Remarks- Will Townsend and Anshel Sag wrap up the episode, wishing listeners a great Labor Day weekend.- They invite audience engagement and feedback on future 5G topics via social media.

Aug 30, 202425 min

S5 Ep 3The G2 on 5G Podcast - Episode 203: Nokia's 4G Spacesuits, Air Five's Hybrid 5G, Ericsson's Private Network Push, Google Pixel 9 Review, SK Telecom's AI Cloud, and China Mobile's 1 Billion Subscribers"

Welcome and Introduction- Will Townsend welcomes listeners to episode 203 of the G2 on 5G podcast.- Introduction of fellow analyst Anshel Sag.Nokia's 4G Connectivity on the Moon- Discussion on Nokia outfitting Artemis 3 lunar mission spacesuits with 4G connectivity.- Benefits of LTE network capability for astronauts, including helmet-mounted video cameras.Air Five's Converged Gateway Product- Introduction of Air Five, a new company combining 5G and cable infrastructure.- Discussion on the potential applications and deployment of this hybrid technology.Ericsson's Private Networking Opportunities- Analysis of Ericsson's position in the private networking market.- Insights into the integration of Cradlepoint with Ericsson and the potential for joint development.Google Pixel 9 Review- Anshel Sag shares his experience with the new Google Pixel 9.- Highlights include build quality, AI features, and camera capabilities.SK Telecom's AI Cloud Services- Announcement of SK Telecom's partnership with Lambda to offer GPU as a service.- Discussion on the potential impact and innovation in AI cloud services.China Mobile's Milestone- China Mobile surpasses 1 billion subscribers, with over 527 million on 5G.- Insights into the growth and future of 5G adoption in China.Closing Remarks- Will Townsend and Anshel Sag invite listeners to provide insights on future 5G topics.- Encouragement to rate, subscribe, and tune in next week.

Aug 23, 202424 min

S5 Ep 2The G2 on 5G Podcast: FTC Rulings on Fake Reviews, Pixel 9 Launch, SK Telecom's AI Focus, DoD's 5G Strategy, Mobile Network Programmability, and Oracle-AT&T IoT Partnership

Episode 202: The G2 on 5G PodcastWelcome and Introduction- Will Townsend welcomes listeners to episode 202 of the G2 on 5G podcast.- Introduction of fellow analyst Anshel Sag.- Overview of the episode's structure: six topics covered in about 20 minutes.FTC Rulings on Fake Reviews and Testimonials- Discussion on recent FTC rulings prohibiting fake reviews and testimonials.- Anshel Sag provides insights on the implications of these rulings.- Exploration of how mobile networks might contribute to the problem of fake reviews.Impact of Mobile Networks on Fake Reviews- Will Townsend and Anshel Sag discuss the role of mobile networks in the proliferation of fake reviews.- Examination of how mobile technology can be used to amplify fake reviews.- Consideration of the enforcement challenges the FTC might face.Google Pixel 9 Launch- Anshel Sag introduces the new Google Pixel 9 and its features.- Overview of the AI capabilities integrated into the Pixel 9 and other devices.- Discussion on the broader ecosystem of Google products, including the Pixel Watch 3 and Pixel Buds Pro 2.SK Telecom's AI Strategy- Will Townsend discusses SK Telecom's focus on AI and their pyramid strategy.- Analysis of SK Telecom's investments in AI companies like OpenAI and Anthropic.- Exploration of the potential for SK Telecom to lead in AI applications within the telecom industry.Department of Defense and 5G- Anshel Sag talks about the Department of Defense's plans for integrating 5G.- Discussion on the potential use of integrated sensing and communications in military applications.- Examination of the financial and logistical challenges faced by the DoD in deploying 5G networks.Mobile Network Programmability- Will Townsend previews an upcoming analyst insight on mobile network programmability.- Discussion on the slow adoption of network programmability and recent advancements.- Mention of key players like Ericsson, Nokia, and the GSMA in driving this technology forward.Oracle and AT&T Partnership- Anshel Sag discusses the renewed partnership between Oracle and AT&T.- Overview of how Oracle's cloud applications will integrate with AT&T's network for IoT connectivity.- Analysis of the benefits for enterprise customers and the potential for future innovations.Closing Remarks- Will Townsend and Anshel Sag wrap up the episode.- Invitation for listeners to provide feedback and suggest future topics.- Reminder to rate and subscribe to the podcast.

Aug 16, 202427 min

S5 Ep 1The G2 on 5G Podcast: T-Mobile's 5G Subsidy, Black Hat Vulnerability, Nokia Drones, Vodafone 5G, China's LEO

Welcome and Introduction- Will Townsend welcomes listeners to episode 201 of the G2 on 5G podcast.- Introduction of fellow analyst Anshel Sag.T-Mobile's Initiative with Channel Partners- Discussion on T-Mobile's collaboration with Ingram Micro and Tech Data Synnex.- Introduction of the Partner Plus program to subsidize 5G connected PCs and fixed wireless access solutions.- Subsidies include up to $400 off PCs and up to $700 off Cradlepoint's fixed wireless access CPE products.- Potential savings for businesses up to $1,600 per router adapter and over $400 per connected PC.- Challenges around provisioning devices and the need for a marketing campaign to raise awareness.5G Baseband Vulnerability at Black Hat- Anshel Sag discusses a 5G baseband vulnerability revealed at the Black Hat security conference.- Vulnerability allows devices to be tricked into connecting to fake cell towers, enabling phishing attacks.- Researchers created a tool called 5G Base Checker to identify vulnerabilities in various phones.- Companies like Samsung and Google have patched these flaws, while MediaTek and Qualcomm have yet to respond.Nokia and Swisscom's Drone Partnership- Will Townsend talks about Nokia's partnership with Swisscom for drone emergency response and industrial use cases.- Nokia has prepared 300 "drone in a box" units for public safety and infrastructure inspections.- Discussion on the broader applications of drones in industries like window washing.Vodafone UK's 5G Standalone Service- Anshel Sag highlights Vodafone UK's launch of 5G standalone service for enterprises.- Research indicates 39% of UK companies are ready to invest in 5G standalone.- Vodafone's 5G Ultra service promises lower latency, more reliability, and better battery life.- Examples of network slicing applications include ITN, UK Power Networks, and gaming.China's Entry into the LEO Satellite Space Race- Will Townsend discusses China's recent entry into the low Earth orbit (LEO) satellite space race.- China aims to launch 108 satellites this year and 15,000 by 2030 for global network coverage.- Discussion on the potential impact and competitiveness of China's LEO satellite initiative.Pentagon's 5G Applications for Defense- Anshel Sag talks about the Pentagon's use of 5G for enhancing warfighting capabilities.- Deployment of Anduril-made towers using tactical radios for high-resolution video security in Africa.- Future G's role in advancing 5G and transitioning to 6G for the US Department of Defense.Conclusion- Will Townsend and Anshel Sag wrap up the episode.- Invitation for listeners to provide insights on future 5G topics.- Contact information: Will Townsend (@willtowntech) and Anshel Sag (@anshelsag).- Encouragement to tune in next week.

Aug 10, 202423 min

S4 Ep 50The G2 on 5G Podcast: AWS vs. Nokia lawsuit, Qualcomm and T-Mobile earnings, T-Mobile's rural 5G push, Qualcomm's Snapdragon 4 Gen 2 launch, Nokia's Network as a Code update, and a global 5G standalone report.

Welcome and Introduction- Will Townsend welcomes listeners to the 200th episode of the G2 on 5G podcast.- Introduction of fellow analyst Anshel Sag.- Overview of the episode's format: six topics in about 20 minutes.AWS vs. Nokia Lawsuit- Will Townsend discusses AWS's lawsuit against Nokia over telco cloud intellectual property.- Background on Nokia's exit from the cloud platform business and partnership with AWS in Germany.- Speculation on the lawsuit's outcome and potential settlement.Earnings Reports Overview- Anshel Sag covers recent earnings reports from major tech companies.- Highlights include: - Arm's earnings and stock performance. - Qualcomm's record quarter and growth in automotive and smartphone sectors. - AMD's data center growth and challenges in the gaming sector. - Intel's disappointing earnings and layoffs. - T-Mobile's strong performance and growth in postpaid subscribers.T-Mobile's Rural Connectivity Initiative- Will Townsend discusses T-Mobile's focus on rural connectivity.- Introduction of the "Friday Night 5G Lights" contest, offering $2 million for a high school football field makeover.- Emphasis on T-Mobile's innovative marketing and community engagement.Qualcomm's Snapdragon 4S Gen 2- Anshel Sag introduces Qualcomm's new Snapdragon 4S Gen 2 platform.- Discussion on its potential impact on the value smartphone market.- Comparison with MediaTek's offerings and the importance of affordable 5G devices in developing regions.Nokia's Network as a Code Platform- Will Townsend explains Nokia's recent announcement related to its network as a code platform.- Overview of Nokia's partnership with Fontinius Acolyte for healthcare and utility sector use cases.- Discussion on the value of programmability and open APIs in network development.Ookla's Global Standalone 5G Report- Anshel Sag reviews Ookla's report on global standalone 5G networks.- Key findings include: - T-Mobile and SK Telecom's leadership in 5G SA. - The lag in European 5G SA deployments. - The importance of spectrum and carrier aggregation for network performance.Conclusion- Will Townsend and Anshel Sag reflect on the episode's topics.- Invitation for listeners to provide insights on future 5G topics.- Encouragement to rate, subscribe, and tune in next week.

Aug 2, 202427 min

S4 Ep 49The G2 on 5G: T-Mobile's $5 Billion Fiber Investment, AST SpaceMobile's Satellites Are Ready, CrowdStrike's Outage, Apple's 5G Modem Shift, AT&T's Earnings, and T-Mobile for Business Awards

Welcome and Introduction- Will Townsend welcomes listeners to episode 199 of the G2 on 5G podcast.- Discussion about the upcoming milestone of episode 200 and a call for listener feedback on how to celebrate it.T-Mobile's Fiber Investment- Will Townsend discusses T-Mobile's $5 billion investment in a joint venture with KKR to purchase Metronet.- The strategic move aims to enhance T-Mobile's 5G fixed wireless access services and provide fiber backhaul for radio towers.- Anshel Sag adds insights on Metronet's regional focus, particularly in the Midwest and Texas, and the potential benefits for T-Mobile's rural coverage.AST SpaceMobile's Satellite Deployment- Anshel Sag covers AST SpaceMobile's announcement of the completion and upcoming launch of its first five commercial satellites, Bluebirds.- The satellites will enhance 5G communication capabilities and have garnered investments from major companies like AT&T, Verizon, Google, and Vodafone.- Will Townsend shares his experience visiting AST SpaceMobile's facilities and highlights the company's efficient satellite design and ambitious plans.CrowdStrike's Major Outage- Will Townsend discusses the significant outage experienced by CrowdStrike due to a flawed update, impacting various businesses including Delta and Starbucks.- The incident highlights the importance of rigorous DevOps practices and offers learning opportunities for mobile network operators.- Anshel Sag provides additional context on the technical aspects of the outage and the broader implications for the cybersecurity industry.Apple's Potential Move Away from Qualcomm Modems- Anshel Sag addresses rumors that Apple may start using its own 5G modems in lower-volume products like the iPhone SE, potentially phasing out Qualcomm modems.- The transition, if it happens, would mark a significant shift in Apple's strategy and could impact the broader 5G modem market.- Will Townsend reflects on the long timeline since Apple acquired Intel's modem business and the challenges involved in developing in-house modems.T-Mobile for Business Unconventional Awards- Will Townsend shares his experience as a judge for the T-Mobile for Business Unconventional Awards, which recognize innovative uses of 5G technology.- This year's categories include innovation in customer experience, employee enablement, industry, and community.- The event will feature Malcolm Gladwell as the master of ceremonies and introduce a new "Tipping Point" designation for transformative change.AT&T Earnings Report- Anshel Sag reviews AT&T's recent earnings report, highlighting strong postpaid net additions and low phone churn rates.- Despite slightly missing revenue targets, AT&T's focus on its core business and fiber expansion has been well-received by investors.- Will Townsend adds that AT&T's improved free cash flow and consistent fiber net adds demonstrate the company's effective execution and growth potential.Closing Remarks- Anshel Sag wraps up the episode, inviting listeners to provide feedback and suggesting topics for future podcasts.- Encourages listeners to rate, subscribe, and tune in next week.

Jul 26, 202428 min

S4 Ep 48The G2 on 5G Podcast: Hurricane Beryl's Connectivity Efforts, Samsung's Galaxy Unpacked Event, Germany's 5G Rip and Replace, Boost Mobile's Rebranding, Ericsson's Vonage Challenges, and Nokia's Earnings Decline

Welcome and Introduction- Will Townsend welcomes listeners to episode 198 of the G2 on 5G podcast.- Apologies for the delay due to Will's vacation and roof construction.- Brief discussion about their Fourth of July activities.Hurricane Barrel and Disaster Communication Efforts- Will Townsend discusses Hurricane Barrel's impact on South Texas.- Highlights the efforts of AT&T, T-Mobile, and Verizon in restoring connectivity.- AT&T used drone technology for temporary connectivity.- T-Mobile utilized satellite cells on trucks.- Verizon focused on ensuring backup systems were operational.Insights on Disaster Response- Anshel Sag shares his thoughts on the preparedness of carriers for natural disasters.- Mentions his near experience with the hurricane while in New York City.- Emphasizes the increasing frequency and severity of natural storms.Galaxy Unpacked Event- Anshel Sag reports on the Galaxy Unpacked event held in New York.- Overview of new product announcements: Galaxy Z Fold 6, Z Flip 6, Galaxy Watch Ultra, Galaxy Watch 7, Galaxy Ring, and new earbuds.- Discussion on the features and improvements of the new devices.- Anshel's personal excitement about the Galaxy Ring and its features.Germany's Rip and Replace of Chinese Infrastructure- Will Townsend discusses Germany's efforts to replace Huawei infrastructure.- Germany's initial commitment to replace hardware by 2026, now focusing on management layer software by 2029.- Concerns about the potential backdoors in Chinese software.- Anshel Sag's perspective on Germany's slow progress and the challenges involved.Boost Mobile's Rebranding and New Plans- Anshel Sag talks about Boost Mobile's rebranding under Dish.- Introduction of new plans and pricing, starting at $25 per month.- Comparison with Mint Mobile and other competitors.- Anshel's anticipation to test Boost Mobile's service.Ericsson's Vonage Acquisition and API Strategy- Will Townsend discusses Ericsson's recent earnings call and the challenges with the Vonage acquisition.- Ericsson's CEO remains optimistic about the long-term potential of API strategy.- Discussion on the initial write-off and the need for significant monetization.- Anshel Sag's critical view on the acquisition and its potential for future revenue.Nokia's Earnings Report- Anshel Sag covers Nokia's recent earnings report and the significant decline in profit.- Impact of India's reduced 5G deployment on Nokia's earnings.- Discussion on Nokia's challenges and potential bright spots in private networking and security.- Will Townsend's optimistic view on Nokia's future prospects.Conclusion- Will Townsend and Anshel Sag wrap up the podcast.- Apologies for the previous week's absence due to personal and professional commitments.- Invitation for listeners to provide feedback and suggestions for future topics.- Encouragement to rate and subscribe to the podcast.

Jul 20, 202428 min

S4 Ep 47The G2 on 5G Podcast: Nokia's Infinera Deal, AT&T's RedCap Launch, FCC's Unlock Rule, India's Auction, Verizon's Spectrum Concerns, and Release 18

Episode 197: The G2 on 5G - Key HighlightsWelcome and Introduction- Will Townsend welcomes listeners to episode 197 of the G2 on 5G podcast.- Introduction of fellow analyst Anshel Sag.Nokia's Acquisition of Infinera- Will discusses Nokia's recent announcement to acquire Infinera for over $2 billion.- The acquisition aims to strengthen Nokia's optical networking and component business.- Potential benefits include increased access to the North American market and entry into data centers.- Anshel questions whether the sale of Nokia's submarine cable business to the French government was required for the acquisition.Generative AI and Data Centers- Will highlights the relevance of the acquisition to generative AI and data centers.- Anshel notes the stability and long-term benefits of Nokia's wireline businesses.3GPP Release 18 and 5G Advanced- Anshel discusses the finalization of 3GPP Release 18 standards, marking the 5G Advanced era.- Release 18 includes enhancements for IoT, XR, AI, and ML applications.- The importance of standalone deployment for utilizing Release 18 features.AT&T's 5G RedCap Launch- Will talks about AT&T's soft launch of 5G RedCap in the Dallas metropolitan area.- The significance of RedCap for IoT applications and AT&T's vertical market focus.- Anshel discusses the potential consumer and enterprise applications of RedCap.India's 5G Spectrum Auction- Will covers the recent 5G spectrum auction in India, which netted only $1.3 billion compared to $18 billion in 2022.- Speculation on the reasons behind the lackluster auction, including slow monetization and deployment of previously acquired spectrum.- Discussion on the potential benefits of democratizing access to licensed spectrum for private networking.FCC's Proposed Rule on Unlocking Phones- Anshel explains the FCC's proposed rule to require mobile providers to unlock phones within 60 days of activation.- Concerns about the financial risk to carriers and the practicality of unlocking postpaid devices.- Suggestion to mandate unlocking for prepaid phones and maintaining current rules for postpaid devices.Verizon's Concerns Over 4.9 GHz Spectrum for FirstNet- Anshel discusses Verizon's opposition to the FCC potentially giving 4.9 GHz spectrum to AT&T for FirstNet.- Analysis of the spectrum's value and its suitability for small cell deployments.- The potential impact on Verizon's competitiveness and the overall 5G landscape.Closing Remarks- Will and Anshel share their upcoming travel plans and wish listeners a happy 4th of July.- Encouragement for listeners to rate, subscribe, and provide feedback on future 5G topics.Contact Information- Will Townsend: @WillTownTech- Anshel Sag: @AnshelSagNext Episode- The podcast will take a break for the 4th of July and return the following week.

Jun 30, 202425 min

S4 Ep 46The G2 on 5G Podcast: Microsoft's 5G Strategy Shift, Orange's Olympic Network, Global Telco AI Alliance, T-Mobile's Enterprise Wins, Telia's Forestry Drones, and Samsung's Redcap Innovations

Show Notes for Episode 196 of The G2 on 5GWelcome and Introduction- Hosts Will Townsend and Anshel Sag kick off the episode.- Anshel shares his recent experience at a Padres game and the Augmented World Expo conference.Microsoft's Shift in Telecom Strategy- Will discusses Microsoft's decision to exit the 5G application space on Azure for operators.- The focus shifts to infrastructure, similar to AWS's approach.- Analysis of the impact on AT&T and the broader telecom ecosystem.Orange's 5G Network for the Olympics- Anshel highlights Orange's deployment of a private 5G network for the upcoming Olympics in France.- Samsung's involvement with 200 Galaxy S24 Ultra smartphones for unique athlete perspectives.- The network will cover 120 venues, including athlete training grounds.Global Telco AI Alliance Formation- Will introduces the new alliance between Singtel, Deutsche Telekom, SK Telecom, and SoftBank.- The alliance aims to develop generative AI applications tailored for mobile operators.- Focus on multilingual large language models and potential security challenges.T-Mobile's Enterprise Expansion- Anshel discusses T-Mobile's recent wins, including the Spiral Four contract for the Department of Defense.- T-Mobile's involvement in Sail GP in New York and the Women's PGA Championship.- The company's growing presence in enterprise and sports venue support.Telia's 5G-Enabled Remote Forestry Control- Will shares an innovative use case from Telia in Sweden.- Drones and portable mobile base stations enable remote control of forestry machinery.- Highlights the importance of 5G's ultra-low latency for safe and efficient operations.Samsung and MediaTek's RedCap Testing- Anshel covers the collaboration between Samsung and MediaTek on RedCap testing over Vran.- Focus on power-saving features and the path to commercial viability by the second half of 2024.- Potential applications in IoT and beyond.Augmented World Expo Insights- Anshel provides a brief overview of his experience at the Augmented World Expo.- Highlights include Haptex's robotic gloves and Siteful's 5G-connected AR PC.Closing Remarks- Will and Anshel wrap up the episode, encouraging listeners to provide feedback and subscribe.- Both hosts express excitement for future 5G developments and applications.Contact Information- Will Townsend: @WilltonTech- Anshel Sag: @anshelsagCall to Action- Don't forget to rate and subscribe to the podcast for more insights on the latest in 5G technology.

Jun 22, 202421 min

S4 Ep 45The G2 on 5G Podcast: T-Mobile's US Cellular Acquisition, Nvidia's Private 5G Network, Apple's WWDC Updates, China's 5G Claims, and Link 5G Towers Controversy

In episode 195 of The G2 on 5G, hosts Will Townsend and Anshel Sag delve into six key topics shaping the 5G landscape:1. AST SpaceMobile and Verizon Collaboration: Highlighting the extensive coverage and potential future partnerships, validating AST SpaceMobile's efforts.2. Apple's Worldwide Developer Conference: Discussing updates on RCS, satellite messaging, iPhone mirroring, and Apple's new AI branding, Apple Intelligence.3. T-Mobile's Acquisition of US Cellular's Assets: Debating the potential regulatory scrutiny and the implications for rural connectivity.4. Nvidia's Involvement in 5G: Examining Nvidia's testing of Open RAN in private 5G networks, showcasing their ambition to influence the telecom sector.5. China's 5G Deployment Claims: Questioning the reported $800 billion economic impact and the feasibility of their adoption rates.6. Link5G's Tower Infrastructure in New York City: Addressing the controversy surrounding the aesthetic concerns and the necessity of such infrastructure for improved connectivity.Tune in for an insightful discussion on these pivotal 5G topics, offering expert perspectives and in-depth analysis.

Jun 11, 202422 min

S4 Ep 44The G2 on 5G: Ericsson's Investment, T-Mobile's Price Increase, AI PCs Unveiled

Show Notes for Episode 194 of G2 on 5GWelcome and Introduction- Hosts Will Townsend and Anshel Sag welcome listeners to episode 194 of GT on 5G.- Brief discussion about their recent attendance at Dell Tech World and Microsoft Build.Ericsson's Investment in 5G Factory- Will discusses Ericsson's additional $50 million investment in its open RAN-ready 5G factory in Lewisville, Dallas.- Highlights the factory's role in manufacturing MIMO antenna infrastructure and the use of private cellular networking.- Efficiency improvements: 25% reduction in energy consumption and 75% reduction in water usage.- Benefits of domestic production and open RAN capabilities.- Collaboration with AT&T and the advantages of an open network for programmability and agility.T-Mobile's Price Increase- Anshel talks about T-Mobile's recent price increase for customers on older plans.- Context provided on the competitive landscape with AT&T and Verizon also raising prices.- Discussion on T-Mobile's value proposition and network reliability.- Insights on T-Mobile's strategic shift from being a value player to offering a robust 5G network.Deutsche Telekom's Private 5G Network- Will covers Deutsche Telekom's deployment of a private 5G campus network for a large paper mill in Germany.- The network spans the equivalent of 50 football fields and aims to optimize logistics and production processes.- Potential efficiency gains in water usage for the paper mill.- Comparison with Ericsson's 5G factory and the broader implications for manufacturing automation.5G Drones for Search and Rescue in Scotland- Anshel discusses the innovative use of 5G-enabled drones for search and rescue operations in Scotland.- Drones equipped with 5G base stations to transmit video footage and improve communication during rescue missions.- Collaboration between Jet Connectivity, the Scottish government, and other partners.- Potential applications for natural disaster response and other emergency scenarios.Nokia's Acquisition of Phoenix Group- Will talks about Nokia's acquisition of Phoenix Group to strengthen its federal solutions business unit.- Phoenix Group's expertise in portable communication solutions for the Department of Defense.- Strategic importance of the acquisition for Nokia's federal and defense market presence.- Benefits of acquiring established DoD suppliers to navigate federal procurement processes.Microsoft Build and AI PCs- Anshel shares insights from Microsoft Build, focusing on the new Copilot Plus AI PCs.- Introduction of Snapdragon X Elite-based PCs with integrated AI capabilities.- Dell's significant commitment to the new platform and the potential for 5G connectivity in future models.- Discussion on the competitive landscape with Apple and the future of AI in PCs.- Battery life improvements and performance upgrades with the new platform.Nvidia's Earnings and AI Revolution- Brief mention of Nvidia's impressive earnings and its role in leading the AI revolution.- Impact of AI on the PC industry and the broader tech ecosystem.- Nvidia's stock performance and the announcement of a ten-for-one stock split.Conclusion- Hosts encourage listeners to provide feedback and suggest topics for future episodes.- Reminder to rate and subscribe to the podcast.Contact Information- Will Townsend: @WillTownTech- Anshel Sag: @AnshelSagCall to Action- Tune in next week for more insights on 5G.- Engage with the podcast by sharing and reviewing.

May 24, 202424 min

S4 Ep 43The G2 on 5G Podcast: AT&T's SpaceMobile Deal, Dish's DoD Lifeline, T-Mobile's PGA Transformation, Germany's Huawei Ban, China Mobile's AI Push, and Microsoft's Hybrid AI PCs

Introduction:Welcome to episode 193 of the G Two on 5G podcast, where we provide the latest insights on everything 5G. In this episode, hosts Will Townsend and Anshel Sag discuss a range of topics from AT&T's new partnership to the impact of AI on 5G PCs. Let's dive in!Timestamps:00:00:02: Introduction and WelcomeWill Townsend and Anshel Sag kick off the episode, discussing their current travels and plans to record another episode at Dell Tech World.00:00:49: AT&T and AST Space Mobile AgreementWill Townsend discusses the formalization of the commercial agreement between AT&T and AST Space Mobile, highlighting the potential impact on gap coverage and the integration of production satellites.00:03:43: Dish Network's DoD DealAnshel Sag delves into Dish Network's new ten-year deal with the Department of Defense, exploring its potential to save the company from bankruptcy and the implications for the 5G landscape.00:07:36: T-Mobile's Private 5G Network for PGA ChampionshipWill Townsend talks about T-Mobile's deployment of a private 5G network for the PGA Championship, emphasizing its use in broadcasting, fan activations, and critical business operations.00:11:15: Germany's Potential Ban on Chinese EquipmentAnshel Sag discusses Germany's move towards banning Huawei and ZTE equipment from public networks by 2026, examining the broader implications for the telecom industry.00:15:37: China Mobile's Investment in AI Compute InfrastructureWill Townsend highlights China Mobile's significant investment in AI compute infrastructure, questioning the lack of detailed plans for its utilization.00:17:03: Microsoft Build and AI's Impact on 5G PCsAnshel Sag previews the upcoming announcements at Microsoft Build, focusing on the potential for AI to drive the adoption of 5G PCs and the improvements in activation experiences.00:22:30: Conclusion and Wrap-UpWe hope our viewers and listeners found this week's topics interesting. If anyone out there would like to provide insights for a specific 5G topic for a future podcast, please reach out to us on social media—Will is @WillTownTech and Anshel is @AnshelSag. We hope you have a great week, and please tune in again for the next episode later this week. Don't forget to rate and subscribe!---

May 20, 202420 min

S4 Ep 42G2 on 5G Podcast Episode 192: AWS's Milestone and the Impact of FCC Regulations and more!

Podcast Show Notes: Episode 192 of G2 on 5GWelcome and Introduction- Host Will Townsend introduces the episode and fellow analyst Anshel Sag.- Discussion on the latest insights in the 5G realm, covering six topics in approximately 20 minutes.AWS and Telefonica Germany's 5G Cloud Core Initiative- AWS secures a significant win with Telefonica Germany moving over a million 5G subscribers to its cloud.- This marks a pioneering brownfield network migration to a cloud core, setting a precedent in the industry.Net Neutrality and Network Slicing- Examination of the FCC's final order on net neutrality affecting network slicing.- Potential implications for consumer and enterprise applications with a focus on how 5G standalone and network slicing might evolve.Verizon's Approach to Neutral Host 5G Networks- Discussion on Verizon's strategy in deploying neutral host 5G networks, particularly with Cummins.- Insights into how neutral host networks can replace expensive DAS systems and improve performance in venues.Apple's New iPad Launch- Overview of Apple's launch of four new iPads and two versions of new silicon.- Focus on the iPad Pro's features, including the new tandem OLED technology and the M4 chip.- Discussion on the potential of these devices in the context of AI and competition with AI PCs.Tesla's Private 5G Network Video- Analysis of Tesla's recent video showcasing its private 5G network deployment in Giga Berlin.- Consideration of whether this is a genuine step forward or a promotional move amidst various challenges faced by Tesla.Potential Sale of US Cellular- Rumors about US Cellular possibly selling itself to T-Mobile and Verizon.- Discussion on the strategic implications for the carriers involved and the broader telecom industry.Closing Remarks- Anshel Sag wraps up the episode, inviting listeners to provide feedback and subscribe for future episodes.- Reminder for listeners to engage via social media for any specific 5G topics they want covered in future podcasts.Contact Information- Listeners are encouraged to reach out via social media platforms linked in the podcast description.This episode provides a comprehensive look into current developments in the 5G industry, from significant corporate strategies and regulatory changes to new technological advancements in consumer electronics.

May 10, 202428 min

S4 Ep 41The G2 on 5G Podcast – Samsung and O2 Telefonica vRAN and ORAN, Qualcomm Q1 Earnings, AT&T Turbo, FCC Fines Carriers, MediaTek Analyst Day and Nokia 4G on the Moon

In this 191st episode of The G2 on 5G, we cover:1. Samsung and O2 Telefonica vRAN and ORAN deployment2. Qualcomm posts stellar Q1 2024 Earnings, showing significant strength in China3. AT&T Turbo launch promises to boost 5G data connectivity4. The FCC fines the big three (plus Sprint) $200 million for violating customers’s privacy5. Insights from MediaTek’s Analyst Day6. Nokia is finally sending a 4G network to the moon with NASA, SpaceX and Intuitive Machines

May 3, 202414 min

S4 Ep 40The G2 on 5G Podcast –  T-Mo Fiber, AT&T and T-Mobile Earnings, FCC Net Neutrality, Intel Earnings, Verizon Jazz Fest and Dish Wins in Court Over Crown Castle

In this 190th episode of The G2 on 5G, we cover:1. T-Mobile invests in fiber services with ambitions to broaden its broadband services beyond 5G FWA 2. AT&T and T-Mobile Earnings - T-Mobile completes Mint Mobile Acquisition3. Will the FCC’s reinstatement of net neutrality impact the monetization of 5G network slicing?4. Intel Earnings - 5G affecting networking business?5. Verizon supports the New Orleans Jazz Fest with additional 4G and 5G capacity (nfl draft?)6. DISH wins in court against Crown Castle over 5G site dispute

Apr 27, 202425 min

S4 Ep 39The G2 on 5G Podcast – T-Mo and Delta Airlines, Google Merges Android Software and Hardware, 5G DSS Rides Into the Sunset, Samsung and Qualcomm hit 1024 QAM, Mo Katibeh CMO and Moto and Samsung launch new 5G Phones

In this 189th episode of The G2 on 5G, we cover:1. T-Mobile partners with Delta Airlines to reimagine network operations with 5G2. Google promotes Rick Osterloh to head Android and Hardware teams to merge AI efforts3. 5G DSS rides off into the sunset in the U.S.4. Samsung Networks and Qualcomm hit 1024 QAM milestone with FDD and TDD spectrum5. Industry veteran Mo Katibeh joins T-Mobile for Business as CMO6. Moto’s new Edge 50 Ultra and Samsung’s A35 launch in the US, adding more choices to the market

Apr 18, 202421 min

S4 Ep 38The G2 on 5G Podcast – AT&T Mid-band Tests, CHIPS Act Funds, AST SpaceMobile Ad Video Test, Ookla’s S24 Dominance, ViaSat Jumps into LEO and Verizon @ NAB Show 2024

In this 188th episode of The G2 on 5G, we cover:1. AT&T may be testing some tweaks to its mid-band 5G network2. The CHIPS Act direct funding is picking up steam: Intel ($8.5B), TSMC ($6.6B), and Samsung ($6.4B) all get funding to expand leading-node US chip manufacturing. Intel is expected to invest $100 Billion, TSMC $65 billion, and Samsung $40 billion in US facilities.3. AST SpaceMobile hits another milestone, streaming an AT&T commercial from space to a smartphone4. Ookla test results show major differences between Samsung’s S24 line and Apple’s iPhone 15 family in network performance, including latency and download/upload speeds5. ViaSat jumps into the low earth orbit satellite direct to device game6. Verizon brings 5G to NAB Show 2024 in a big way with Private 5G, Field Area Network, 5G Broadcasting and Remote Production

Apr 16, 202424 min

S4 Ep 37The G2 on 5G Podcast – Casa Systems Bankruptcy, DoD 3GHz Spectrum, Airspan Reorg, Huawei Earnings, Reliance Jio’s 100M 5G Subs, AT&T data breach

In this 187th episode of The G2 on 5G, we cover:1. Casa Systems files for bankruptcy as it attempts to reorganize its 5G core, RAN and cable assets2. Is the DoD preparing to release 3GHz spectrum for 5G or 6G applications?3. Does Airspan’s reorgainztion breathe new life into the once high flying provider of Open RAN and small cell infrastructure?4. Is Huawei on the road to recovery with its latest $99 Billion earnings? What does it mean for Qualcomm?5. Reliance Jio hits 100 million 5G subs, will it double down on spectrum to maintain its lead?6. AT&T data breach impacts 73M customers

Apr 5, 202426 min

S4 Ep 36The G2 on 5G Podcast – Booz Allen Partners With Ericsson and Nokia for US Navy, Tesla Private 5G, AT&T Internet Air for Business, China Mobile 5G-Advanced, Keysight Enters Spirent Battle, T-Mobile Secret Baseball Button

In this 186th episode of The G2 on 5G, we cover:1. Booz Allen, Ericsson and Nokia partner to focus on modernizing U.S. Navy communications with 5G lab and POC efforts2. Tesla wants to deploy Private 5G, could this spur other automakers to do the same?3. AT&T announces 5G powered Internet Air for Business and partners with Microsoft Teams for 5G & AI-infused unified communications solution4. China Mobile plans to roll out 5G-Advanced to 300 cities across China in 2024, starting with an initial 100 cities.5. Keysight and Viavi battle for Spirent to boost 5G design, test and measurement capabilities6. T-Mobile Secret Baseball Button and Opening Day

Mar 29, 202424 min

S4 Ep 35The G2 on 5G Podcast - Jio brags about its network slicing capabilities, including gaming, security, FWA and talks Private Networks

In this 185th episode of The G2 on 5G, we cover: 1. Ericsson and Nokia establish new business units to focus on 5G U.S. govt and military deployments 2. US Department of Justice and 15 States Sue Apple for Anti-Competitive Smartphone Tactics 3. Three UK books first loss in nearly 15 years blaming 5G deployment costs 4. NVIDIA GTC 2024 - NVIDIA charges into Telco with renewed 5G and 6G aspirations utilizing AI 5. UScellular jumps into private 5G manufacturing with Rockwell Industry 6. Jio brags about its network slicing capabilities, including gaming, security, FWA and talks Private Networks

Mar 22, 202425 min

S4 Ep 34The G2 on 5G Podcast – Open RAN & 5G Fund, FCC’s New Broadband Definition, T-Mobile and Dialpad Extend Partnership, FCC’s D2D 5G NTN Rules, Nokia and Eurofiber Team Up, Vodafone to Sell Italian Biz

In this 184th episode of The G2 on 5G, we cover:  1. Will Open RAN benefit from a possible $9B in FCC subsidies (5G Fund) for U.S. rural 5G deployments? 2. What does the FCC’s new 100/20 Mbps down/up definition for broadband mean for 5G FWA? 3. T-Mobile and Dialpad extend partnership for AI-enabled business communications - could 5G VoNR deliver additional capabilities? 4. FCC unanimously approves rules for direct-to-device 5G NTN services 5. Nokia and Eurofiber team up for private 5G network delivery - could it serve as a model for other fiber service companies? 6. Vodafone to sell Italian business to Swisscom for €8 billion

Mar 16, 202420 min

S4 Ep 33The G2 on 5G Podcast – AT&T FCC Probe, T-Mobile Gets Auction 108 Spectrum, Sateliot Launches, Dish Won’t Buy T-Mo 800MHz, Will’s John Deere 5G Visit and India’s Next 5G Spectrum Auction

In this 183rd episode of The G2 on 5G, we cover:  1. FCC probes AT&T recent outage 2. T-Mobile finally gets its Auction 108 Spectrum, could supercharge T-Mobile’s rural push 3. Sateliot readies four NB-IoT satellites for deployment supporting 5G NR 4. Dish won’t buy T-Mobile’s 800 MHz spectrum, setting up for an auction 5. Will’s visit and impressions tied to John Deere 5G connected factory tour ahead of his Forbes contribution 6. India is set to have another big 5G auction this year

Mar 9, 202427 min

S4 Ep 32The G2 on 5G Podcast – Mobile World Congress 2024 Barcelona Wrap-Up Round Up

In this 182nd episode of The G2 on 5G, we cover: 1. API finally gains traction as 5G mobile networks seek programmability and monetization - is Vonage positioned to capitalize?2. AI is everywhere and in everything - an extension of CES: Intel AI PC and Qualcomm AI Hub+ New Snapdragon x80 Modem and FastConnect 79003. NTN and LEO satellite service continues to be hot - who’s still in front? AST SpaceMobile and Sateliot4. The usual devices from: Honor Magic 6 Pro, Xiaomi 14 Ultra, Moto Bendable, Tecno Rollable, Lenovo Clear Laptop, Xiaomi SU7 Auto, Samsung Galaxy Ring, OnePlus Watch 25. Nokia finds some renewed enterprise focus with Dell Technologies in private 5G networking and more6. Qualcomm XR Hub, Boundless AR 5G Demo, Oppo Air Glass 3 and AR contacts are back?

Mar 2, 202429 min

S4 Ep 31The G2 on 5G Podcast – AT&T Dynamic Defense, AT&T Nationwide Outage, MWC 2024 Barcelona Previews and Anticipated Themes, Qualcomm R&D Demos, Singtel App-based Slicing and Sony’s 5G Transmitter

In this 181st episode of The G2 on 5G, we cover: 1. AT&T launches Dynamic Defense  2. The AT&T nationwide cellular outage, explanation and hasty conclusions 3. MWC Barcelona 2024 and three anticipated themes 4. Qualcomm R&D Demos and Other pre-MWC 2024 Announcements, including 6G 5. Singtel claims first app-based 5G network slicing capability 6. Sony’s new portable 5G transmitter for live video or large still images

Feb 25, 202427 min

S4 Ep 30The G2 on 5G Podcast – Telus & Samsung, Verizon and NHL Deal, T-Mo Uplink Record, FirstNet Expansion with AT&T, Nokia and Dell team up, Vodafone HyperRealityHub

In this 180th episode of The G2 on 5G, we cover:1. Telus partners with Samsung Networks for LTE and 5G open and virtualized RAN2. Verizon inks Private 5G deal with NHL3. T-Mobile leans into uplink transmit switching for 5G uplink optimization4. AT&T and FirstNet sign 10-year, $8 billion deal including 1,000 new sites, SA 5G5. Nokia and Dell team up for private cellular networking 6. Vodafone HyperRealityHub

Feb 19, 202418 min

S4 Ep 29The G2 on 5G Podcast – Dish Bankruptcy Rumors, China Mobile 6G Satellites, Rakuten Symphony, Verizon O-RAN, Elisa Uplink Speeds, FCC Stalling T-Mo 2.5 GHz Spectrum

In this 179th episode of The G2 on 5G, we cover:1. Could Dish be close to bankruptcy? 2. China Mobile claims it has launched it's first 6G test satellite3. Could AI bring luster back to Rakuten Symphony? 4. Verizon claims 130K O-RAN capable radios5. Ericsson, Qualcomm and MNO Elisa demo blazing fast uplink speeds in 5G SA6. Why is the FCC stalling on T-Mobile’s 2.5 GHz spectrum?

Feb 9, 202418 min

S4 Ep 28The G2 on 5G Podcast – Reliance’s Jio Brain, QCOM and AAPL Earnings, Apple & Qualcomm 5G License Deal, AST SpaceMobile FirstNet Trial, Ericsson 6G in India and Carrier Superbowl Prep

In this 178th episode of The G2 on 5G, we cover:1. Reliance Jio launches “Jio Brain” AI-based platform 2. Qualcomm & Apple Earnings3. Apple extends its 5G modem licensing agreement with Qualcomm4. AST SpaceMobile and FirstNet trial5. Ericsson boosts 6G research with India-based university6. Carrier Superbowl Prep - T-Mobile and Verizon

Feb 5, 202415 min

S4 Ep 27The G2 on 5G Podcast – AT&T and T-Mo Earnings, AST Space Mobile $155M Investment, OnePlus 12, T-Mobile and Nokia 5G FWA and India’s 5G Rollout Fines

In this 177th episode of The G2 on 5G, we cover:1. AT&T Q4 and EOY 2023 earnings 2. T-Mobile Q4 and EOY 2023 earnings3. AST Space Mobile's recent $155M funding by Google, AT&T and Vodafone and Will’s Forbes analysis4. OnePlus 12, 12R and Buds 3 launch and thoughts5. T-Mobile and Nokia team up to speed up 5G FWA6. Some Indian operators may be fined for slow 5G rollouts

Jan 27, 202428 min

S4 Ep 26The G2 on 5G Podcast – John Deere Starlink, Samsung Unpacked, NTT DoCoMo Open House, T-Mo WV, LRCA Private Cellular and Verizon 5G SA and Slicing

In this 176th episode of The G2 on 5G, we cover:1. John Deere partners with Starlink for satellite connectivity 2. Samsung Unpacked - Galaxy S24, Galaxy AI and Galaxy Ring3. NTT Docomo lays out its vision for 5G evolution, 6G, and generative AI at its Open House 24 event 4. T-Mobile improves coverage in West Virginia by 30% with $200 million investment5. LCRA Texas to test private cellular network in management of hydroelectric operations and parks in Central Texas6. Verizon talks 5G SA, Slicing, and Small Cells

Jan 21, 202418 min

S4 Ep 25The G2 on 5G Podcast – Helium Mobile, T-Mobile 6x CA, Ericsson Aussie AgTech, SpaceX Launches for D2D, Will’s Forbes Retrospective, Japan’s Flying 5G Towers

In this 175th episode of The G2 on 5G, we cover:1. Helium Mobile rings in 30,000 subscribers in the new year2. T-Mobile’s 6-Carrier Aggregation Standalone 5G Test hits 3.6 Gbps without mmWave3. Ericsson helps deploy 5G for AgTech applications across Australia4. SpaceX launches first batch of satellites for Direct to Cell testing with T-Mobile5. Will’s Forbes retrospective on 5G predictions in 2023 and what’s in store for 20246. Japan’s flying 5G base stations set to take flight in 2025?

Jan 6, 202420 min

S4 Ep 24The G2 on 5G Podcast – 2023 Wrap Up – Satcom, FWA, Open RAN, Ericsson and Nokia, AI and 5G and 6G

In this 174th episode of The G2 on 5G, we cover:1. The SatCom space race heats up - can we call a winner?· Verizon and Kuiper· T-Mobile and SpaceX· AT&T and AST SpaceMobile· Rogers and Lynk· Amazon Project Kuiper, Sateliot and others 2. Fixed Wireless - The true first killer app for 5G, how much runway is left?· Verizon and T-Mobile keeping speeds high· A plethora of operators are rolling it out globally· Jio’s plan to address 200M users3. Open RAN - boom or bust? · Rakuten Symphony· NTT DoCoMo OREX· AT&T and Ericsson4. What’s going on with Ericsson and Nokia? Are we seeing a transition of spending away from the RAN and toward the core for Standalone?· Both companies have missed on earnings almost every quarter this year; Ericsson’s AT&T deal was the first meaningful jump in the stock’s price in a long time.· Both are $26 billion revenue companies with $20 billion market caps· What might reverse these companies’ fortunes?· What about Samsung?5. Did AI move the needle within telecom and 5G?· AT&T and NVIDIA· Broader improvement opportunities in security and resilience6. Should we start thinking about 6G now or wait for 5G to shake out?· The research cycle is usually ten years· What exactly makes 6G so different from 5G at this point?

Dec 31, 202331 min

S4 Ep 23The G2 on 5G Podcast – Dish Low Band FCC Filings, Verizon & Lockheed Spatial Computing, NTT DoCoMo Teletaste, China Mobile shipments, SK Telecom and Thales Quantum and Rogers and Lynk Global Satellite Call

In this 173rd episode of The G2 on 5G, we cover:1. Is Dish’s recent FCC lobby effort for spectrum holding policy hypocritical? 2. Verizon and Lockheed Martin’s 5G Spatial Computing Partnership using AWS and Hololight3. NTT DoCoMo announces a taste perception technology platform leveraging sensors and 5G connectivity - what applications could it unlock?4. China’s mobile shipments surged 20% in October; could this be part of the mobile rebound?5. SK Telecom and Thales partner to boost 5G security with quantum encryption6. Rogers and Lynk Global complete satellite to mobile phone call in Canada

Dec 21, 202325 min

S4 Ep 22The G2 on 5G Podcast – AT&T OpenRAN, T-Mobile mmWave, Huawei resurgence, Beeper Mini iMessage Drama, Dish and Echostar Merger Approval, Telefonica and Nokia 5G Holographic Lab

In this 172nd episode of The G2 on 5G, we cover:1. AT&T and Ericsson OpenRAN announcement - is it a watershed event?2. T-Mobile deploys standalone 5G mmWave3. Does Huawei Connect Europe signal its resurgence?4. Beeper Mini Drama, Is Apple actively thwarting them?5. Dish and EcoStar combo receives approval - but will it make a difference?6. Telefonica and Nokia open 5G holographic lab in Spain utilizing SA technologies

Dec 10, 202323 min

S4 Ep 21The G2 on 5G Podcast – Dish 5G VoNR, Apple 5G Modems, Ericsson Mobility Report, Project Kuiper, Verizon First Responder Network Slicing, Inseego Enterprise 5G FWA at T-Mobile

In this 171st episode of The G2 on 5G, we cover:1. Dish claims the world’s largest 5G VoNR deployment with recent Denver addition2. Is Apple going to kill its 5G modem efforts?3. Ericsson publishes its mobility report with 5G subscriber projections4. Project Kuiper adds support for AWS private connectivity and signs deal with NTT DoCoMo5. Verizon trials network slicing for first responders6. Inseego launches new enterprise FWA FX3100 router on T-Mobile

Dec 2, 202321 min

S4 Ep 20The G2 on 5G Podcast – Ep. 170 - 5G Turkeys Awards Special Black Friday Edition

In this 170th episode of The G2 on 5G, we cover:1. Dish Wireless fumbles its 5G deployment plans2. 5G mmWave and Zombie Virus National Emergency Message Conspiracy Theory3. The FCC and FAA infighting over possible 5G interference with commercial aircraft altimeters4. 5G VR and AR headsets - It was supposed to be one of the best applications of 5G and its nowhere to be found5. Rakuten Symphony and Open RAN 5G adoption hits a wall6. GoGo 5G - Was initially supposed to launch in 2021, now launching in 2024 due to multiple chip design setbacks

Nov 24, 202321 min

S4 Ep 19The G2 on 5G Podcast – Kyndryl and Nokia Private LTE, Apple Embraces RCS and Delays Modem, Juniper joins Las Vegas 5G Party, MediaTek M60 RedCap, SKT 5G AI, T-Mo’s new 5G Trial with Microsoft Surface

In this 169th episode of The G2 on 5G, we cover:1. Kyndryl and Nokia deploy 8 LTE private networks for Chevron Phillips Chemical but could 5G do more? 2. Are Pigs Flying? Apple to support RCS messaging on iPhone in 2024 and More 5G Modem Delays3. Juniper Networks joins the City of Las Vegas private 5G party4. MediaTek announces M60 RedCap Modem at T300 RFSOC platform5. Is SK Telecom poised to take first mover advantage of AI-infused 5G services?6. T-Mobile launches 5G partnership and 90 day 30GB free trial with Microsoft on Surface Pro 9 5G - Who else is in the party?!

Nov 17, 202326 min

S4 Ep 18The G2 on 5G Podcast – NTT R&D Forum, Snapdragon Satellite Is Dead, Dish downward spiral, MediaTek Dimensity 9300, Cellnex Dumps Private Networks Biz, T-Mobile’s 5G Experiences in Las Vegas for F1

In this 168th episode of The G2 on 5G, we cover:1. NTT R&D Forum preview2. Qualcomm ends its partnership with Iridium; what’s happening with Snapdragon Satellite?3. Trouble in paradise at Dish - is the wrong executive exiting?4. MediaTek Dimensity 9300 - Executive Summit5. Cellnex dumps its 4G & 5G private networks business unit - does it point to enterprise adoption challenges?6. T-Mobile’s 5G experiences and performance at Las Vegas Grand Prix

Nov 12, 202325 min

S4 Ep 17The G2 on 5G Podcast – T-Mobile and DT AI Challenge, Snapdragon Summit Recap, Korea 6G Research, Ericsson 5G SA Toolkit, AT&T 5G FWA and GSMA 5G Advanced

In this 167th episode of The G2 on 5G, we cover:1. T-Mobile and DT launch AI challenge - could it supercharge 5G service delivery?2. Qualcomm Snapdragon Summit recap – Snapdragon X Elite & Snapdragon 8 Gen 33. Korea is investing more in 6G research - is it too soon?4. Ericsson’s new 5G SA Toolkit5. AT&T expands its 5G FWA service into more markets6. GSMA says 5G Advanced will help telcos monetize 5G better, but what about 5G SA

Nov 3, 202325 min

S4 Ep 16The G2 on 5G Podcast – Ericsson Vonage Write-down, Starlink Direct to Cell, Huawei 5G Redcap and Mate 60 Benchmarks, BT Drone SIM, T-Mobile and Dish Spectrum Spats and Qualcomm Layoffs

In this 166th episode of The G2 on 5G, we cover:1. Does Ericsson’s massive write down of Vonage signal trouble for its plan to accelerate 5G developer innovation?2. SpaceX announces Starlink Direct to Cell for smartphone users3. Huawei leans into 5G RedCap to possibly power a host of 5G wearable devices 4. HotHardware benchmarked Huawei’s Mate60 with Kirin 9000s chip, slower than much older phones5. BT group launches a drone SIM designed for 5G ultra-responsive connectivity6. T-Mobile and Dish spectrum spats continue with low-band spectrum7. (Breaking) Qualcomm Lays Off 1,200 workers

Oct 13, 202325 min

S4 Ep 15The G2 on 5G Podcast – John Deere Private 5G in Brazil, AST SpaceMobile Blue Walker Brightness, Nokia Private 5G Update, AT&T 5G Helmet, Reliance Jio 5G Equipment Financing and Amazon set to launch first Kuiper Prototype Satellites

In this 165th episode of The G2 on 5G, we cover:1. John Deere plans a private 5G network in Brazil2. Is AST SpaceMobile’s BlueWalker 3 shining too brightly in the night sky? Some astronomers think so.3. Nokia adds new solutions to its private 5G as a service with partners4. AT&T’s 5G AR smart football helmet enables deaf football players to receive plays remotely, enhancing accessibility and inclusivity5. Reliance Jio sets up multi-billion dollar lines of credit for 5G gear6. Amazon is set to launch its first two prototype LEO satellites as part of project Kuiper, production satellites are expected to launch 1H 2024 with beta service by the end of 2024

Oct 6, 202325 min

S4 Ep 14The G2 on 5G Podcast – T-Mobile 5G Security Slice, Anti-Vaxxer 5G Conspiracy, NTT and Docomo Private 5G, NATO 5G Testing, Samsung vRAN with AMD and KDDI, Ryder Cup Powered by Private 5G

In this 164th episode of The G2 on 5G, we cover:1. T-Mobile announces SIM-based SASE and security slice; developer slice now available nationwide2. Anti-Vaxxer Conspiracy Theorists Believe That A Nationwide Phone Alert Will Trigger a Zombie Apocalypse3. NTT and Docomo announcements for private 5G, edge enablement, and Open RAN4. In the Dynamic Messenger test, NATO uses 5G mesh networks to connect unmanned underwater vehicles and operators.5. Samsung builds upon its vRAN leadership with AMD and KDDI announcements6. The Ryder Cup’s success this week depended heavily on Private 5G and Wi-Fi 6 deployments powered by HPe

Oct 4, 202324 min

S4 Ep 13The G2 on 5G Podcast – AST SpaceMobile Trials, Apple 5G Modem Issues, MWC Las Vegas Preview, Qualcomm Wi-Fi Day, Ericsson Vonage Acquisition and JioAirFiber FWA 5G Launch

In this 163rd episode of The G2 on 5G, we cover:1. AST SpaceMobile, AT&T, and Vodafone conduct first 5G broadband session from space2. Apple 5G Modem reports in-house design is three years behind3. MWC Las Vegas 2023 preview and expectations for the show4. Qualcomm Wi-Fi Day and 5G FWA5. Is Ericsson’s $6B acquisition of Vonage a success or failure?6. Reliance Jio launches JioAirFiber FWA 5G Service using 5G SA network

Sep 25, 202321 min

S4 Ep 12The G2 on 5G Podcast – DT and Microsoft Private 5G, Apple iPhone 15 and Qualcomm 5G Modem Deal, AT&T & Comcast 5G Open Innovation Lab, T-Mobile Buys Comcast 600 Mhz, Will at CoTA and 5G Broadcast

In this 162nd episode of The G2 on 5G, we cover:1. Deutsche Telekom and Microsoft launch 5G private networking offering2. Apple’s Announces iPhone 15 and Signs Qualcomm 5G Modem/Licensing Deal3. AT&T and Comcast replace T-Mobile at 5G Open Innovation Lab4. T-Mobile is buying Comcast’s 600 MHz spectrum to improve 5G coverage and low-band speeds for $3.3 Billion5. Will’s Circuit of the Americas (CoTA) connectivity tour and first impressions 6. 5G Broadcast test in Boston (WWOO) demonstrated 5G broadcast in partnership with Qualcomm, yielding exciting results

Sep 15, 202332 min

S4 Ep 11The G2 on 5G Podcast – Will Multefire Paper, Senate Confirms Anna Gomez to FCC, Will’s 5G Moment of Zen, Qualcomm and Samsung Aggregation, T-Mobile & US Cellular Rumors, MediaTek 3nm Flagship Chip and Apple’s 5G Modem Delayed Again

In this 161st episode of The G2 on 5G, we cover:1. Will’s Multefire Alliance research paper enabling LTE and 5G private networks 2. Senate confirms Anna Gomez as 5th Member of FCC, first Latina to sit on FCC in over 2 decades3. Will’s 5G Moment of Zen attending University of Texas Longhorn Football season opener 4. Qualcomm and Samsung Networks hit a new milestone with simultaneous 2x UL/4x DL using FDD spectrum and an X75 Modem with Samsung Radios5. Are the rumors of a T-Mobile acquisition of USCellular fact or fiction? 6. MediaTek 3nm Chip and Apple 5G modem gets pushed to 2025?

Sep 8, 202323 min