The G2 on 5G Podcast by Moor Insights & Strategy

In this 122nd episode of The G2 on 5G, Anshel and Will Cover:1. 5G Americas analyst event insights2. 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 costs5. 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?

In this 121st episode of The G2 on 5G, Anshel and Will Cover:1. T-Mobile For Business Analyst Summit2. Semiconductor export restrictions go into effect, what does it mean for 5G?3. Reliance Jio announces Ericsson and Nokia partnerships to build its new 5G network4. Charter's new $50 internet and wireless bundle5. Verizon announces commercial SA 5G Core6. Open Signal shows Verizon and AT&T speeds improving due to C-Band rollout

In this 120th episode of The G2 on 5G, Anshel and Will Cover:1. Will’s time with AT&T’s CEO John Stankey this week and the AST Space Mobile satellite partnership reveal 2. Could Huawei relaunch phones with 5G next year?3. Will’s follow up conversation this week with the city of Las Vegas and NTT’s partnership4. SpaceX reignites 12GHz 5G debate with Dish with 3rd Party Report5. Rakuten’s Symware platform’s maturity and what it could deliver - as well as insights from Will’s recent conversation with Tareq Amin at MWC Americas6. What is the impact of the Dept. of Commerce’s new Semiconductor export controls announced today on 5G?https://www.bis.doc.gov/index.php/documents/about-bis/newsroom/press-releases/3158-2022-10-07-bis-press-release-advanced-computing-and-semiconductor-manufacturing-controls-final/file

In this 119th episode of The G2 on 5G, Anshel and Will Cover:1. Observations from #MWC22 Las Vegas2. Razer Edge 5G gaming handheld is finally coming to market on Verizon!3. T-Mobile expects to hit 8M FWA subs by 2025 - could it adversely impact future mobile service delivery?4. Verizon and Lockheed use 5G drones to locate military targets5. NTT announces plans to help Las Vegas deploy the largest private 5G network in the US - could it serve as a model for other cities?6. T-Mobile Advanced Industry Solutions Launch

In this 118th episode of The G2 on 5G, Anshel and Will Cover:1. Comcast to deploy Samsung 5G infrastructure to improve its MVNO service - is Verizon to blame?2. Helium creator Nova Labs signs 5G MVNO deal with T-Mobile; wants to be the world’s first Crypto carrier3. T-Mobile and Pano AI team to leverage 5G connected cameras to detect wildfires - and why it could be a game changer4. Lynk gets the first commercial FCC license to do satellite direct to smartphone communications5. 5G Americas publishes a report on global 5G connections, and it’s an impressive number6. iFixit Teardown confirms new Qualcomm X65 5G modem in iPhone 14 and users are noticing considerable 5G performance improvements

On this 117th Episode of the G2 on 5G, Will and Anshel talk to OnGo Alliance President Dave Wright about CBRS and Private 5G networks and dynamic spectrum access, among other topics. 0:00:00 Intro 0:00:37 Dave's background 0:02:11 Brief update on OnGo Alliance and what the alliance does 0:06:45 New OnGo Alliance members and device certification 0:12:12 CBRS's initial focus was on private LTE, but what about 5G deployments? 0:17:27 Typical industry or vertical profile of the customer 0:19:18 What's happening with the CBRS story in stadiums and venue management? 0:25:25 Other compelling use cases for CBRS spectrum deployment 0:31:00 Final thoughts on how to get started with a private networking evaluation utilizing democratized licensed spectrum provided through OnGo 0:37:50 Wrap up

In this 116th episode of The G2 on 5G, Anshel and Will Cover:1. How AT&T is managing its monster $1.6B electricity bill to reduce OpEx tied to its 5G network - is it a model for other operators?2. Apple iPhone 14 Launch and New 5G Bands, satellite connectivity, eSIM only in US3. Will’s impressions from his visit to the Curiosity Lab at Peachtree Corners and how 5G plays a pivotal role4. Lockheed Martin & AT&T test private 5G for Helicopter data5. Orange forges new partnerships to leverage Open RAN for a 5G SA trial - will it see production? 6. NTT DoCoMo demonstrates 5G NR DC with Qualcomm-based devices from Samsung and Sony, achieving 4.9 Gbps download and 1.1 Gbps upload speeds.

In this episode of The G2 on 5G, Anshel and Will Cover:1. AT&T and Corning tie-up aimed at bolstering fiber optic cable supply & what it means for 5G deployments2. Reliance Jio says it will spend $25 billion rolling out its 5G SA network across India by the end of 20233. Verizon accidentally spent $1.5M on the 2.5 Ghz auction - what happened?4. 2.5 Ghz Auction closes at $428 million, T-Mobile closes in on 91% of licenses paying $304M5. Ericsson launches new triple-band 5G radio - what’s compelling about it? 6. Arm sues Qualcomm over Nuvia purchase, claims license expiry and trademark misuse and wants to 'destroy' certain designs

In this episode of The G2 on 5G, Anshel and Will Cover:1. Ericsson and Nokia announce collaborations with Google for network slicing- what does it mean for 5G service delivery on Android devices?2. T-Mobile and SpaceX announce partnership to bring satellite coverage to underserved areas and improve coverage nationwide and beyond3. Is Huawei on the run out of 5G in India?4. North America smartphone shipments drop 6% in Q2, Apple and Samsung dominate top 10 devices5. Rakuten Mobile announces Open vRAN lab in Japan - what’s the impact?6. AT&T will support 30+ devices with its new midband network, supporting 3.45 and C-Band

In this episode of The G2 on 5G, Anshel and Will Cover:1. Mavenir lays off half of its marketing staff & secures public credit facilities - is there trouble in Open RAN land?2. Motorola Edge 5G phone launches with MediaTek’s Dimensity 1050 which for the first time brings mmWave support to a MediaTek-based device, MediaTek also announced the T830 which is squarely aimed at enabling FWA CPEs and portable Wi-Fi 7 hotspots.3. Mediatek successfully powers a smartphone with a 5G non-terrestrial network in a lab environment- what could it mean for connectivity and Omnispace & AST Spacemobile deployments? 4. Omnispace wants to compete with AST Spacemobile to deliver satellite connectivity to smartphone using a standards-based approach, building its technology around the 3GPP’s Rel. 17 NTN standards. Has 2 satellites launched, $140M raised and announced a partnership with the Philippines’ operator Smart.5. AT&T plans to have half of its traffic running on white box switches and open hardware by the end of the year - what’s the significance for its 5G deployment plans?6. The 2.5 GHz auction is nearing its end at $347 million after 41 rounds of bidding with only 300 of the 8000 available licenses still up for contention in round 42 of bidding