The G2 on 5G Podcast by Moor Insights & Strategy cover image

The G2 on 5G Podcast by Moor Insights & Strategy

The G2 on 5G Podcast – 5G Americas Summit, Verizon Mixed News, Boeing Drops Verizon, Starlink for Aviation, AT&T 3Q Earnings Bonanza and Nokia and Ericsson forecasts

Oct 21, 2022
32:47

In this 122nd episode of The G2 on 5G, Anshel and Will Cover:

1. 5G Americas analyst event insights

2. Verizon loses more customers in Q3 but crosses 1M fixed wireless customers, are these ripples of an initially flawed 5G strategy or are price hikes to blame? Verizon’s stock is at its lowest in over a decade and down 29% this year alone.

3. Boeing drops Verizon for T-Mobile as a secondary mobile service provider - what drove that decision?

4. Starlink is branching out into Aviation? Promising 350 Mbps @ $25K a month and $150K initial equipment costs

5. AT&T 3Q earnings insights ( AT&T mid-band POPs forecasts getting upgraded, fiber sub base surpassing non-fiber base and 5G SA)

6. Nokia and Ericsson forecast US 5G slowdown in infrastructure spending next year, what needs to change for them, and could other geographies potentially fix this?

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