The 6G Podcast by Moor Insights & Strategy

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.

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.

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.

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.

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.

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.

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.

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.

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!---

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.

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

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

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

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

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

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

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

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

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

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?

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

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

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?

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

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

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

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?

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?

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

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

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

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

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?!

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

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

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

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

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

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

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

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?

In this 160th episode of The G2 on 5G, Anshel and Will Cover:1. Vodafone UK leans into Open RAN for Huawei rip and replace 2. Fairphone 5 - Guaranteed repairability and 8 years of updates thanks to using a Qualcomm 5G IoT SoC3. Nokia launches drone network solution to complement its private 5G offerings 4. NATO to test 5G in Latvia with VR and drones5. Mavenir loses ground in 5G mobile core 6. IFA 2023 Phone Roundup - Huawei Mate 60 Pro, Honor Magic V2 and ‘Purse’, Tecno Phantom Ultimate Rollable Concept, Sony Xperia 5 V

In this 159th episode of The G2 on 5G, Anshel and Will Cover:1. VMware launches private 5G service with Federated Wireless - Will’s Forbes article2. Globalstar acquires XCOM Labs CEO and former Qualcomm CEO Paul Jacobs as its new CEO along with a slew of XCOM Labs executives to help run the company.3. South Korea launches another open RAN alliance (ORIA) - a good or bad thing?4. Qualcomm powers Verizon’s new FWA gateway and comes with Wi-Fi 6E5. AT&T launches a new consumer 5G FWA service - is it late to the party?6. The battle for T-Mobile’s 800 MHz 5G Spectrum

In this 158th episode of The G2 on 5G, Anshel and Will Cover:1. Druid and Napatech aim to disrupt the 5G core infrastructure space2. Maui Disaster Response from AT&T, T-Mobile and Verizon3. Another executive exits Rakuten for Telus - cause for concern?4. Dish plans to buy T-Mobile’s 800 MHz Spectrum, T-Mobile also announces a slew of new REVVL 5G phones and its first tablet.5. Schneider launches managed security service for 5G IoT deployments in OT environments6. Verizon & AT&T’s C-Band deployments benefit from last week’s SES early clearing

In this 157th episode of The G2 on 5G, Anshel and Will Cover:1. Tareq Amin out at Rakuten - is there trouble in ORAN paradise?2. Dish and Echostar Merger Is Happening in an All-Stock Merger, Old CEO is out3. Intel + Samsung vRAN collaboration4. Qualcomm hits a new Sub-6 record speed at 7.5 Gbps with 300 MHz over 4x CA5. Cisco buys mobile core vendor WG2 for $150M6. SES completes early Phase II clearing of C-Band spectrum

In this 155th episode of The G2 on 5G, Anshel and Will Cover:1. T-Mobile first carrier to offer 5G network slicing beta resources to application developers 2. Qualcomm’s rough earnings & More Huawei 5G Rumors3. AT&T conducts its first 5G IoT data call with 5G Reduced Capability (RedCap)4. Nokia’s new US factory partner Sanmina will soon start manufacturing fiber-optic networking electronics and modules for the US market5. Rakuten signs ORAN deal in Ukraine aimed at rebuilding critical telecommunications infrastructure with 5G 6. Gogo pushes 5G service back again, due to another 5G chipset design issue and will deliver service in mid-2024, pushing all the way back from the initial 2021 date.

In this 154th episode of The G2 on 5G, Anshel and Will Cover:1. AT&T, T-Mobile & Verizon 2Q earnings 2. T-Mobile lights up 4X carrier aggregation to surcharge its 5G SA deployment3. Intel and Ericsson team up for 5G SoCs using Intel IFS 18A process node (Circa 2025) 4. Samsung Unpacked Korea – Fold5, Flip5, Tab S9 and Watch65. Reliance Jio hits its 5G rollout ahead of schedule 6. The FCC wants to quadruple its definition for fixed broadband speeds to 100/20 what does it mean for 5G and fixed wireless?

In this 153rd episode of The G2 on 5G, Anshel and Will Cover:1. NTT completes a successful demo towards 6G 2. Is Huawei getting back into the 5G smartphone game?3. 5G Americas releases update on 5G non-terrestrial networks4. CISA and NSA issue guidance to strengthen 5G network slicing against threats5. Nokia points to macroeconomic challenges with its latest earnings but is still bullish on future 5G gains 6. Verizon touts new multi-point mmWave 5G network design

In this 152nd episode of The G2 on 5G, Anshel and Will Cover:1. Intel believes edge discussions can lead to private 5G network opportunities2. Ookla Report Puts T-Mobile above AT&T and Verizon, including in upload speeds3. Is the FUD about RAN spending real - and what’s the impact on 5G? (Will’s recent Forbes article)4. Ericsson and Nokia both lower expectations5. AT&T to deploy network updates to improve 5G device battery life - something the 5G standard has promised all along 6. FCC grants experimental for 5G broadcasting to Boston TV station WWOO-LD

In this 151st episode of The G2 on 5G, Anshel and Will Cover:1. NTT deploys IoT and AI to create live digital twin of the Tour de France - could 5G supercharge it? 2. Dish might merge with Echostar. 3. T-Mobile knocks it out of the park with MLB 5G fan activations 4. OpenSignal 5G report has Verizon beating T-Mobile in most of its experience metrics and uplink but losing handily in download and coverage. 5. NTIA issues tribal broadband grants - could 5G FWA play a role? 6. Wimbledon and Vodafone use 5G to trial 5G-powered headsets to help the visually impaired.