The G2 on 5G - Episode 4 - May 22nd - 2020
The 6G Podcast by Moor Insights & Strategy · Anshel Sag and Mike Dano
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Show Notes
Anshel and Will cover a broad array of #5G topics from across the industry:
0:00:14 1. Further U.S. restrictions on Huawei, impact, and resulting opportunity for other 5G infrastructure providers; Digital Huawei Analyst Summit insights
0:03:49 2. T-Mobile Uncarrier/2.5 GHz Speed Tests from Ookla 0:06:49 3. Rakuten’s 5G delay and insights given conflicting positioning from management over just the 4-6 weeks
0:09:29 4. Verizon Upgrades 5G Upload from 20 MHz to 100 MHz (30% faster than 4G today) PCMag tested and got 50% faster in RI
0:11:57 5. SoftBank divestiture of T-Mobile ($20B stock) - what’s affecting the former Sprint parent and its portfolio fallout that includes OneWeb; Vision Fund posts staggering $18B loss and places 15 portfolio companies at risk
0:16:29 6. National Advertising Review Board Says AT&T 5Ge is Misleading to Consumers