The G2 on 5G Podcast by Moor Insights & Strategy

Welcome and Introduction- Will Townsend welcomes Shahid Ahmed, who leads NTT DATA's private 5G initiatives- Discussion of Shahid's role in New Ventures and Innovation at NTT DATAPrivate 5G Momentum in 2025- Identification of 2025 as a pivotal year for private cellular and 5G adoption- Three major forces driving demand: device availability, spectrum allocation, and improved economicsDevice Ecosystem Development- Progress in natively supported 5G devices for enterprises- Impact on deployment timelines and customer readinessSpectrum Availability Challenges- Regulatory hurdles in spectrum allocation across different geographies- Recent improvements in spectrum accessibility for enterprisesEconomics of Private 5G- Shift towards "Wi-Fi economics" for private 5G deployments- Cost comparisons between Wi-Fi and 5G implementations in large-scale environmentsEdge AI and Agentic AI in 5G Networks- Distinction between Edge AI and large language models- Applications of Edge AI in manufacturing and autonomous systems- Role of Agentic AI in business process workflowsFactory of the Future Concept- NTT DATA's focus on enabling advanced manufacturing environments- Integration of robotics, automation, and connectivity in dark factoriesConvergence of Wireless Technologies- Emerging integration of 5G and Wi-Fi on single radio platforms- Implications for seamless connectivity in various settingsSecurity Challenges in Network Transformation- Increased security concerns with automation and IP network integration- Ongoing nature of security challenges in modernized infrastructuresNTT DATA's Comprehensive Service Offerings- NTT DATA's position as a major data center service provider- Private 5G as an entry point for broader network architecture transformationPartnership Highlights- Collaboration with Cisco, including ESIM integration in Meraki and Catalyst products- Simplification of device provisioning and configuration processes

Welcome and Milestone- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.- Reflection on the longevity of their roles as analysts.AT&T's Fiber Expansion- AT&T acquires Lumen's fiber portion for nearly $6 billion.- Expansion adds over 4 million consumer locations, primarily on the West Coast.- AT&T's goal to reach 60 million locations by 2030.Spectrum Auctions and Political Involvement- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.- Consideration of revenue generation through government spectrum monetization.Upper 12 GHz Spectrum for Satellite Connectivity- FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers.- Potential impact on companies like AST Space Mobile and Starlink.- Importance of fair allocation in potential auctions.Apple's 6G Preparations- Indications of Apple's focus on 6G development and hiring.- Analysis of Apple's potential strategies for 6G involvement and IP portfolio building.- Discussion on the importance of Apple's participation in 6G standard-setting.AWS Ends Private 5G Solution- AWS announces the end of its private 5G solution launched in 2021.- Analysis of challenges faced, including competition and complexity.- Reflection on the difficulties of entering the telco space for hyperscalers.Xiaomi's New SoC Launch- Introduction of Xiaomi's Xring 01 SoC using ARM technology.- Analysis of the SoC's positioning and potential market impact.- Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips.Closing Thoughts- Invitation for listener engagement and topic suggestions.- Memorial Day wishes for veterans.

Welcome and Introduction- Will Townsend and Anshel Sag return for Episode 224 of "The G2 on 5G"- Overview of six topics covered in about 20 minutesAST Space Mobile's New Consumer Satellite Service- Announcement of beta service by end of year, commercial service in 2026- Potential offerings: text, internet data, video conferencing- Shift from middleware approach to direct consumer serviceEchoStar FCC Investigation- FCC investigating EchoStar's 5G network and spectrum usage- SpaceX's complaints about EchoStar's power levels and spectrum utilization- Concerns about impartiality and potential political influencesMWC Las Vegas Evolution- Rebranding as enterprise-focused event- Challenges in attracting attendees and finding its footing- Discussion on the event's future viabilityT-Mobile Network Performance- OOKLA data showing impressive network speeds- Demonstration of 550Mbps uplink on sub-6 connection- Comparison of network performance across Samsung Galaxy Ultra modelsMobile Operator Security Partnerships- AT&T and T-Mobile partnerships with Palo Alto Networks- Focus on enhancing cybersecurity posture for owned and unowned networks- T-Mobile's 5G SASE solution and security slice offeringsXiaomi's Smartphone SoC Announcement- Xring 01: Xiaomi's first in-house smartphone SoC- Expected to be built on TSMC's 4nm process- Implications for Chinese smartphone manufacturers and government effortsClosing Remarks- Invitation for listener engagement and topic suggestions- Contact information for Will Townsend and Anshel Sag

Welcome and Introduction- Will Townsend and Anshel Sag host episode 223 of G2 on 5G- Anshel joins from New York after attending Motorola launch eventQ1 Earnings for Major U.S. Mobile Network Operators- AT&T reports strong performance in fiber and mobility investments- T-Mobile experiences subscriber growth miss despite solid revenue- Verizon records strong earnings but faces subscriber lossT-Mobile's 5G Advanced Network- First commercial nationwide 5G advanced network in the U.S.- Potential for new use cases in XR, gaming, and safety applications- T-Mobile maintains lead in 5G network capabilitiesAT&T's 5G Fixed Wireless Access Performance- CEO John Stankey credits Ericsson for boosting FWA performance- AT&T adds 181,000 Internet Air subscribers in Q1- Positioning FWA as complementary to fiber expansionMotorola's New Razr Lineup- Introduction of high-end flagship tier for Moto Razr brand- New features include titanium hinge, improved cameras, and AI capabilities- Variety of models with different processors and specificationsEricsson's Private 5G Deployment in Mining- Partnership with Newmont for private 5G across 14 mines on four continents- Single Ericsson radio controlling bulldozer fleet in South Wales, Australia- Demonstration of 5G capabilities in enhancing mining operations and safetyVerizon's 5G Network Slice for First Responders- Launch of dedicated 5G ultra wideband virtual network slice- Deployment in 29 cities, offering enhanced reliability and performance- Competitive move to match AT&T's FirstNet and T-Mobile's T PriorityImportance of Use Cases and Competition in 5G- Discussion on the need for compelling use cases to drive 5G adoption- Emphasis on competition breeding innovation in the telecom industry

Welcome and Introduction- Will Townsend introduces episode 222 of G2 on 5G- Anshel Sag joins as fellow analyst- Recording from Florida locationT-Mobile's 6G Equipment Testing- FCC grants T-Mobile request to test experimental prototype wireless equipment- Testing near Bellevue, Washington headquarters- Spectrum band in 7 GHz to 8.4 GHz range- Potential for 10-20 times more capacity and higher data ratesSpectrum Considerations for 6G- Discussion of 7 GHz and 12 GHz spectrum for 6G- Challenges with propagation characteristics above 6 GHz- Potential tricks to improve propagation for higher frequenciesGoogle Pixel 9a Launch- Mid-range device priced at $499- Same processor as flagship series with some compromises- Larger battery than flagship models- Downgraded modem compared to higher-end versionsVodafone's IoT Milestone- Vodafone connects 200 millionth IoT device- 50% year-over-year sales growth over last five years- Discussion of IoT monetization and network infrastructureGSA Forms 5G RedCap Special Group- Collaboration on RedCap networks, features, and product rollouts- Founding members include Ericsson, Huawei, Qualcomm, and MediaTek- Importance of standalone 5G networks for RedCap applicationsAT&T and AST Space Mobile FirstNet Trials- Testing direct-to-cell satellite connectivity over Band 14- Extension of FirstNet's mission-critical capabilities- Importance for emergency services and disaster responseMediaTek's New Chipset Announcements- Dimensity 9400 Plus for flagship phones- Companion Ultra for Chromebooks- Focus on AI performance and capabilities- Comparisons to Intel's offerings in the Chromebook marketNTT Data Center Services- Brief mention of NTT's position as third in the world for data center service delivery

Welcome and Introduction- Will Townsend and Anshel Sag discuss the latest insights on 5G technology.- Episode 221 of G2 on 5G, covering six topics in about 20 minutes.AT&T and Celona Partnership for Neutral Host- Announcement of AT&T and Celona collaboration for neutral host solutions.- Discussion on the viability and monetization of neutral host technology.- Stanford Healthcare highlighted as a use case for private networking and neutral host solution.HP Go's New Connected PC 5G Experience- Introduction of HP Go's connected PC 5G experience announced at HP Amplify.- Multi-carrier solution integrating AT&T, Verizon, and T-Mobile services.- Simplified activation process and management for IT departments.Dallas Cowboys and AT&T's Dynamic Defense- Exploration of the Dallas Cowboys' implementation of AT&T's Dynamic Defense.- Discussion on the importance of security for high-profile sports franchises.- Emphasis on the layered approach to security and complementary controls.Disney and T-Mobile 5G Collaboration- T-Mobile 5G used in the production of Disney's new Lilo and Stitch live-action film.- Benefits of 5G in film production, including improved speed and cost-efficiency.- Discussion on the long-standing relationship between Disney and T-Mobile.T-Mobile and Zscaler Partnership for Mobile Network Security- T-Mobile partners with Zscaler to enhance overall mobile network security.- Importance of layered security approach in mobile networks.- Discussion on the significance of digital experience monitoring for subscribers.Hyundai's Smart Factory in Georgia- Hyundai opens a massive smart factory in Georgia, leveraging 5G and AI technologies.- Overview of the factory's capabilities, including production capacity and automation features.- Discussion on the future of manufacturing and the role of automation in the automotive industry.Closing Remarks- Invitation for viewers and listeners to reach out about specific 5G topics for future podcasts.- Contact information provided for Will Townsend and Anshel Sag on social media.

Welcome and Episode Overview- Will Townsend hosts episode 220 of G2 on 5G- Anshel Sag joins as fellow analyst- Discussion of latest 5G and 6G developmentsVerizon's AI Assistant for Small Businesses- Launch of Verizon Business Assistant for customer interactions- Text-based chatbot to automate and improve engagement- Potential for retention and customer stickinessSateliot's Funding and Satellite Technology- €15 million grant from Spanish government- Compact "briefcase satellites" for IoT applications- Comparison with other satellite communication companiesNvidia's AI RAN and 6G Ambitions- Partnership with T-Mobile and Cisco for AI-native approach- Nvidia's influence on potential 6G standards- Aggressive positioning in telecom AI developmentT-Mobile's Spectrum Deal- Agreement with Grain Management LLC- Swap of 800 MHz for 600 MHz spectrum and cash- Strategic move to bolster T-Mobile's coverageSoftBank's AI and Telecom Initiatives- Development of Large Telecom Model (LTM)- Acquisition of Ampere Computing- Positioning for AI and telecom infrastructure growthClosing Thoughts and Contact Information- Invitation for listener feedback on 5G topics

In this 219th episode of The G2 on 5G, we cover:1. T-Mobile's plans for 5G Advanced in the United States2. Intel appoints Lip-Bu Tan as permanent CEO3. Broadcom's Velosky converged 5G fiber and satellite appliance4. Vodafone UK and Ericsson use AI to reduce 5G network energy consumption5. Qualcomm acquires Edge Impulse to boost IoT capabilities6. Viasat and Space42 partner on direct-to-device satellite connectivityThe hosts discuss T-Mobile's 5G Advanced strategy, Intel's leadership change, Broadcom's new network solution, AI-driven energy efficiency in 5G networks, Qualcomm's IoT expansion, and developments in satellite connectivity. They provide insights on industry trends, technological advancements, and the competitive landscape in the 5G ecosystem.

Mobile World Congress Barcelona 2025 Wrap-Up- Will Townsend and Anshel Sag discuss key highlights from MWC Barcelona 2025- Overview of AST Space Mobile's joint venture with Vodafone Group called Satco- Insights on Qualcomm and MediaTek's new 5G modem announcementsAST Space Mobile and Vodafone Partnership- Joint venture Satco aims to support fragmented mobile network operators in Europe- Provides turnkey solution with managed networking stack and operations- Focus on digital sovereignty within the European Union- Broadband capabilities beyond text messaging, including video callsAdvancements in 5G Modems- Qualcomm introduces X85 modem with 12.5 Gbps throughput- MediaTek announces M90 modem with 12 Gbps capability- Both modems feature improved power efficiency and AI enhancements- Inclusion of NTN satellite connectivity capabilities for IoT and NROpen Telecom AI Platform Launch- AMD, Cisco, Nokia, and Reliance Jio collaborate on new AI initiative- Aims to democratize access to modern AI through disaggregated networking infrastructure- Reliance Jio's role as a catalyst with 500 million subscribers5G XR Trials- Ericsson partners with T-Mobile and Qualcomm for 5G XR trials- Demonstration of AR streaming on T-Mobile's commercial network- Focus on thin, light AR glasses and distributed compute solutionsSecurity in Telecom- Palo Alto Networks introduces Prisma SASE 5G solution- Addresses security challenges in vast device ecosystems- Provides monetization opportunities for mobile network operatorsMWC Device Announcements- Xiaomi Buds Pro 5 with Wi-Fi for lossless audio- Concept phones with attachable camera lenses from Xiaomi and Realme- Lenovo's foldable and solar-powered laptop concepts- Various ultra-slim phone designs and foldable prototypes

Welcome and Introduction- Will Townsend introduces episode 217 of G2 on 5G- Anshel Sag joins as fellow analystTelecom AI Developments- Will's Forbes article on global mobile network operators using AI- Focus on AT&T, NTT Docomo, T-Mobile, Verizon, and Vodafone- AI improving customer support and operational efficiency- Potential to reduce subscriber churnAT&T and AST SpaceMobile Milestone- Successful video call using Bluebird satellites- Call initiated from Midland, Texas to AT&T in Dallas- Demonstrates stability, throughput, and latency of satellite connection- Potential applications for first responders and rural areasNTT and Palo Alto Networks Partnership- Collaboration to enhance security of NTT's private 5G platform- Integration of Palo Alto's next-generation firewall solution- Addressing security needs in operational technology environmentsQualcomm's New Brand: Dragon Wing- Launch of Dragon Wing brand for enterprise and infrastructure products- Separation from consumer-focused Snapdragon brand- Covers cellular infrastructure, networking, and industrial IoT- Qualcomm modem and other chipsets retain Qualcomm brandingMobile World Congress Barcelona 2024 Expectations- Increased focus on low Earth orbit satellite discussions- AI RAN (Radio Access Network) developments- Nvidia's evolving role in AI for telecommunications- Potential for AI to drive 5G demandAI in Enterprise and Network Applications- Shift from consumer-focused AI to enterprise use cases- AI's potential in improving network operations and security- Examples of AI applications in various industriesClosing Thoughts- Invitation for listener feedback on future 5G topics- Contact information for Will Townsend and Anshel Sag