The G2 on 5G Podcast by Moor Insights & Strategy

Welcome and Introduction- Will Townsend hosts episode 232 of G2 on 5G, covering six topics in about 20 minutes- Analyst Anshel Sag joins as co-hostEarnings Season Updates- AT&T and T-Mobile post strong quarterly results- AT&T reaches 1 million fixed wireless access subscribers- T-Mobile reports impressive postpaid net adds and revenue growthLow Earth Orbit Satellite Race- T-Mobile's T-Satellite service now generally available- AT&T and AST Space Mobile achieve first voiceover LTE call using satellite- Competition driving innovation in satellite connectivityMicrosoft's New Surface 5G Laptop- Surface Laptop 5G designed for portable business use- Features dynamic antenna system with six strategically placed antennas- Supports both eSIM and Nano SIM, weighs under 3 poundsConnectivity Challenges in the Florida Keys- Will Townsend shares personal experience with patchy coverage- Highlights potential impact on tourism, commercial fishing, and emergency alerts- Calls for mobile network operators to invest in infrastructure improvementsT-Mobile's L4S Technology- First carrier to deploy L4S (Low Latency, Low Loss, Scalable Throughput)- Part of 5G Advanced Release 18 standard- Aims to improve streaming experience and lower latencyClosing Remarks- Hosts invite listener feedback on specific 5G topics- Encourage audience to rate, subscribe, and tune in next week

Welcome and Introduction- Will Townsend hosts a special standalone edition of G2 on 5G- Guests Nathan Howe and Ken Urquhart from Zscaler join the podcastZscaler Cellular Overview- Nathan explains Zscaler Cellular as the next evolution in connecting customers to Zero Trust Exchange- Enables cellular devices to connect directly to Zscaler customer policy- Provides zero trust controls and protection for cellular-connected devices globallyImplementation and Innovation- Ken highlights the straightforward yet innovative implementation using SIM technology- Eliminates need for client software or network modifications- Enables zero trust cybersecurity from the transmitter back to the InternetEnd Device Applications- Nathan discusses diverse applications, from vending machines to prisoner ankle trackers- Three main areas: headless devices, direct to Internet, and secure remote access- Unique position in brokering connections through Zscaler policy engineScalability and Device Support- Ken confirms Zscaler's ability to handle massive numbers of devices- Processes over 600 billion transactions daily with room for growth- Supports high-bandwidth applications like 4K video and remote equipment operationConsumer and Enterprise Applications- Discussion of potential consumer uses, focusing on enterprise user benefits- Multi-carrier roaming capabilities for global connectivity- Customizable data plans and pricing options for various customer needsAvailability and Contact Information- General availability announced for August 1st- Customers can reach out via sim_srm@zscaler.com for inquiries and partnershipsSecurity and Privacy Considerations- Potential for anonymizing connections through Zscaler exchange- Emphasis on proper use and adherence to local lawsClosing Remarks- Zscaler Cellular provides additional layer of protection beyond 5G encryption- Hosts encourage audience engagement and feedback for future topics

Welcome and Introduction- Will Townsend and Anshel Sag host episode 230 of G2 on 5G- Podcast covers six topics in about 20 minutesAT&T's Autonomous Networks- Will discusses fireside chat with AT&T's network CTO Igal Abez- Focus on AT&T's contributions to TM Forum's autonomous networks initiative- Exploration of generative and agentic AI for network automationThe "Big Beautiful Bill" and 5G/6G Implications- FCC regains spectrum auction authority- 800 MHz of spectrum to be allocated over next four years- Rescinding of $850 million for semiconductor supply chains in 5G/6G technologiesOrange and Samsung's vRAN Deployment in France- Completion of first 4G and 5G calls on pilot Orange network- Use of Samsung's CRAN technology and triple band radios- Discussion on the efficiency of virtualized RAN deploymentsAT&T's Response to Presidential Criticism- POTUS criticism of AT&T for a problematic conference call- AT&T's response denying network issues- Challenges of large-scale conference calls discussedLG's Private 5G Network in Tennessee- LG implementing private 5G for home appliance manufacturing- Facility capable of producing a washing machine every 13 seconds- Transition from Wi-Fi to 5G for deterministic connectivity in manufacturingT-Mobile's Florida Expansion- $2 billion investment to improve coverage for 22 million Floridians- Upgrades to support emergency response and smart city initiatives- Significant increase in average 5G download speeds since 2021Closing Remarks- Upcoming travel plans for hosts- 4th of July wishes to listeners- Invitation for audience engagement and podcast ratings

Welcome and Introduction- Will Townsend hosts episode 229 of GTO and 5G podcast- Anshel Sag joins as fellow analystHPE Aruba Networking's Private 5G Partner Program- HPE's acquisition of Athonet and turnkey private 5G solution- New competency program to train channel partners on cellular technology- Focus on operational technology environments3GPP Release 20 and the Path to 6G- Release 20 as a primer for 6G's first release (Release 21)- Key improvements: wireless AI, coverage, mobility, MIMO evolutions- Setting the stage for 6G technical study itemsT-Mobile's T Satellite Launch- Commercial availability set for July 23rd- Initial support for SMS, MMS, and short audio clips- Data service launch planned for October 1st- Free emergency 911 for all compatible devicesAST Space Mobile's Defense Communications Proof of Concept- Collaboration with Fairwinds Technologies- Field test including tactical assault kit connectivity and secure video calls- Demonstration of military applications for satellite-to-phone technologyEchoStar's Financial Maneuvers- $500 million debt interest payment made- 30-day grace period elected for July 1 payment- Ongoing "high-stakes game of chicken" with regulatorsCloudflare and Spectrum Discussions- Concerns about EchoStar's spectrum usage- Potential influence of political factors on regulatory decisions

Trump Mobile's Gold 5G Service Launch- Discussion of Trump Mobile's new 5G service offering- Pricing strategy and planned device offerings- Analysis of the service as an MVNO using major carrier networks- Skepticism about the value proposition and potential legal issuesSatellite Connectivity Testing- Anshel Sag's experience testing satellite services during a camping trip- Comparison of T-Mobile, Verizon, and AT&T satellite offerings- Observations on indoor/outdoor functionality and ease of use- Potential applications for emergency situations and rural connectivityAST SpaceMobile and Vodafone Partnership in India- Collaboration to provide direct-to-device connectivity in rural India- Focus on bridging the digital divide in underserved areas- Integration of satellite and terrestrial infrastructureT-Mobile's WPGA Championship Technology Showcase- T-Mobile's partnership with WPGA for golf technology innovations- Autonomous driving range ball picker and real-time swing analysis- Mixed reality putting simulator and AI-powered video highlights- Enhanced broadcast capabilities with real-time stats integrationNokia's Autonomous Network Fabric Launch- Introduction of Nokia's new network automation platform- Integration of security into the networking layer- Use of agentic AI for network management and automation- Projected adoption curve and industry impact by 20266G Development and Future Implications- Recent 3GPP discussions on 6G specifications and timelines- MIT's photonics processor advancements for 6G signal processing- NIST's focus areas for 6G development- Potential military applications and security concerns for 6G technologyPodcast Evolution and Audience Engagement- Consideration of transitioning the podcast focus from 5G to 6G- Invitation for listener feedback on potential rebranding

Welcome and 5th Anniversary Celebration- Will Townsend and Anshel Sag mark the 5th anniversary of their podcast- Discussion on the podcast's evolution alongside 5G and 6G technologiesNokia's Leadership in Drone and Robotics Consortium- Nokia spearheads a new European Union initiative named Proactive- Project aims to redefine emergency management and critical infrastructure- Projected revenue of 90 million euros by 2035- Involvement of 40+ European tech companies from 13 countriesT-Mobile's Partnership with Sail GP- T-Mobile's 5G network enhancing sailing competition broadcasts- Implementation of AI-enabled autonomous buoys and IoT sensors- Significant improvement in broadcast capabilities, from 10-30 Mbps to 16 simultaneous HD streamsAT&T's Fiber Network Milestone- AT&T reaches 30 million locations with fiber connectivity- Company on track to meet 60 million location goal by 2030- Discussion on the impact on bridging the digital divide and mobile network backhaulNvidia's European AI and 6G Initiatives- Partnerships with European operators for AI cloud development- Focus on sovereign AI and privacy-centric solutions- Collaboration with over 200 companies and universities for 6G research- Emphasis on AI-native wireless networks for 6GNew Zealand's First Private 5G Network- Collaboration between Spark and Air New Zealand at Auckland airport- Focus on logistics management using drones and robots- Implementation of digital twin and computer vision applicationsSpectrum Allocation in U.S. Politics- Discussion of the "One Big, Beautiful Bill" and its spectrum allocation provisions- Shift from 600 MHz sub-3 GHz to 800 MHz above 3 GHz- Debate on the merits of bundling spectrum allocation with other political issuesClosing Thoughts- Invitation for listener engagement and topic suggestions- Reminder of hosts' social media handles for further interaction

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