The G2 on 5G Podcast: AT&T's Fiber Expansion, Verizon's AI Connect, Ericsson's North America Growth, Vodafone's Space Video Call, Telefónica's Gen AI Platform, and T-Mobile & Apple Earnings

AT&T Earnings and Fiber Growth

- AT&T reported over a million fiber adds for 2024

- Conversation with Jennifer Robertson, leader of AT&T's mass markets consumer group

- Discussion of AT&T guarantee, AST Space Mobile partnership, and convergence strategy

- Convergence driving simplification, with 40% of customers taking advantage by end of 2024

Verizon's AI Connect Platform

- Announcement of Verizon's AI Connect platform

- Collaboration with Nvidia, Vultr, Google Cloud, and Meta

- Focus on edge compute and AI deployments for business customers

- Potential applications for XR technologies

Ericsson's North American Growth

- Ericsson reported 54% market growth in North America

- Execution in the region, including creation of federal sales teams

- Potential impact of open RAN initiatives

- Sustainability of growth and global expansion challenges

Vodafone and AST Space Mobile Breakthrough

- World's first space video call using standard mobile phone and commercial satellites

- Test conducted on 4G and 5G smartphones

- Plans for commercial direct-to-smartphone broadband satellite service in Europe by 2025-2026

Telefónica's Gen AI Platform

- Telefónica's tech unit launching its own Gen AI platform

- Aimed at helping companies create customizable systems for complex problem-solving

- Unconventional approach compared to other mobile network operators

Apple and T-Mobile Earnings

- Apple reported better than expected earnings despite reduced iPhone shipments

- T-Mobile added 900,000 monthly subscribers, mostly for premium 5G plans

- T-Mobile's record growth year, with significant increases in revenue and net income

- T-Mobile's expansion in business services and network reliability

Industry Trends and Future Outlook

- Discussion of agentic AI and its growing importance in the tech industry

- Expectations for improved AI features from Apple in the coming quarter

- T-Mobile's plans for 6G development with Nvidia

- Continued focus on network infrastructure and customer satisfaction across the industry