

The G2 on 5G Podcast by Moor Insights & Strategy
Anshel Sag and Will Townsend
A 5G podcast about the latest inside info on what's going on in the 5G industry by two of the 5G industry's leading analysts, Anshel Sag and Will Townsend.
Episodes
Mentioned books

Aug 12, 2022 • 25min
The G2 on 5G Podcast – Amazon 5G Robot Rumors, CHIPS Act Signed, Airtel 5G SA, Starlink Loses RDOF Funding, La Defense 5G Trials, Softbank's $23 billion Loss and Arm's Stellar Earnings
The G2 on 5G Podcast – Episode 112 – August 12th, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Are the rumors of Amazon building 5G robots true?2. CHIPS and Science Act Signed - What does it mean for 5G and 6G?3. Indian operator Bharti Airtel sees big things for 5G SA private networking services but will mobile network operators be the only path?4. FCC shockingly denies RDOF funding for Starlink and LTD Broadband to the tune of $2 billion5. Paris La Defense sets 5G neutral host and mmWave trials - what are the use cases that will be proven out?6. Softbank $23 billion quarterly loss, while Arm posts record revenue and profits with net sales increasing 25% and EBITDA up almost 240%

Aug 5, 2022 • 29min
The G2 on 5G Podcast – Dish Launches Boost Infinite, Dish Might Walk From 800 MHz Spectrum, Semtech to Acquire Sierra Wireless, 2.5 GHz Auction, Reliance Jio 5G Launch, Helium’s New “5G” Network Isn’t Actually 5G
The G2 on 5G Podcast – Episode 111 – August 5th, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Dish launches Boost Infinite as second postpaid 5G service - how will it complement its Project Genesis offering and is it a way to leverage the prepaid business sinking ship?2. Will Dish walk away from T-Mobile’s 800MHz spectrum? What could this mean for Dish and T-Mobile customers?3. Semtech announces its intention to acquire Sierra Wireless - can the tie up compete with 5G based IoT network deployments?4. The 2.5 GHz auction is slowing down, T-Mobile looks like the likely bidder for the vast majority of licenses (5,858 single bidder, 1,997 had multiple bidders in round 9), two more bidding rounds are expected today5. Could Reliance Jio launch its 5G service just days after Indian spectrum auctions?6. Helium claims it has a new 5G network, using 4G CBRS, and PC Mag’s Sascha Segan also finds that coverage isn’t as good as they claim

Jul 29, 2022 • 25min
The G2 on 5G Podcast – ExteNet Private 5G at CoTA, India's 5G Auction Results, NTT and Intel Help BMW, T-Mobile Earnings and Is 5G FWA Hurting Comcast's Growth, UK and South Korea Partnership
The G2 on 5G Podcast – Episode 110 – July 29, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. ExteNet announces private 5G deployment for Austin’s Circuit of the Americas - Will’s personal take on why it’s so badly needed2. India’s 5G Auction Results, Reliance Jio takes the lead, $18 billion raised3. NTT and Intel to help BMW deploy a 5G test site and the expected business outcomes4. T-Mobile beats earnings expectations, raises subscriber guidance, and announced two new T-Mobile-branded phones. Is 5G FWA putting a dent in Comcast’s growth? GSA says 5G FWA CPEs grew by 126% in 2021 and is expected to double in 2022.5. The UK and South Korea partner to further 5G and 6G innovation - why it’s a smart move6. Qualcomm’s and Apple Earnings Results, and Samsung Chip Supply & Licensing Agreement

Jul 23, 2022 • 29min
Verizon 2Q Earnings Disappoint, Samsung inks Mediacom FWA deal, Rural Carriers 5G Fund, Singtel 5G SA hits 95% coverage, Frankfurt Airport Private 5G and Crown Castle to Double Small Cell Deployments
The G2 on 5G Podcast – Episode 109 – July 23, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Verizon 2Q disappoints while AT&T shines - is there trouble in their 5G paradise?2. Samsung inks deal with Mediacom for CBRS FWA deployment3. Rural US carriers ask the feds to pump up the 5G Fund - is it a realistic ask?4. Singtel reached 95% 5G standalone ‘nationwide coverage’5. Frankfurt Airport plans to deploy the largest private 5G campus network with NTT- what are some of the expected business outcomes?6. Crown Castle expects to double its small cell deployments in 2023 (from 5K to 10K) with 115K already deployed for all its customers

Jul 15, 2022 • 29min
The G2 on 5G Podcast – Nokia Partners with USAF, Verizon’s New 5G Plan, Will in Paris at LoRaWAN World Expo, Ericsson Earnings, Thales, Qualcomm, and Ericsson partnership on LEO Satellite for mobile, Open Signal reaffirms T-Mobile’s 5G leadership
The G2 on 5G Podcast – Episode 107 – July 15, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Nokia partners with the US Air Force to test spectrum interference between military radar systems and 5G networks- what are the implications?2. Verizon’s new 5G Welcome Unlimited plan is cheap at $30/mo for 4 lines, but lacks 5G UW, which is the entire purpose of getting 5G at this point.3. Will’s insights into the LoRaWAN World Expo Paris - will LoRa or 5G win the day in IoT?4. Ericsson Earnings Miss, what does it mean for 5G?5. Ericsson, Qualcomm, and Thales team to test 5G deployment through satellites - what’s the potential impact?6. OpenSignal reaffirms T-Mobile’s 5G lead across all categories

Jul 9, 2022 • 27min
The G2 on 5G Podcast - SpaceX's War on 5G at 12 GHz, AT&T CTO Shuffle, GE Healthcare 5G Lab in India, T-Mobile Home Internet Expands Again, Nokia and LG UPlus 5G and 6G R&D MOU and Parallel Wireless Layoffs
The G2 on 5G Podcast – Episode 107 – July 8, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. SpaceX’s war on 12GHz for 5G has flooded the FCC with over 70K comments2. AT&T CTO shuffle3. GE Healthcare opens its first 5G Innovation Lab in India, seems a bit premature since India still hasn’t even had its 5G auction, let alone 5G networks deployed4. T-Mobile expands 5G Home Internet again (5 million more in Colorado, Iowa, Kansas, Missouri and Oklahoma.)5. Nokia and LG Uplus sign an MOU to work together on 5G and 6G network technologies6. Parallel wireless layoffs and what it means for 5G open ran

Jul 1, 2022 • 27min
The G2 on 5G Podcast - Cisco and General Dynamics, Apple's 5G Modem Delays, Dish 5G Network Performance Issues, SES launches new satellite, Verizon 5G Connected Police Cruiser and TSMC and Samsung 3nm
The G2 on 5G Podcast – Episode 106 – July 1, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Cisco partners with General Dynamics to deliver private 5G services to US federal governmental entities - what are the expected outcomes?2. Could Apple’s 5G modem delay rumors push it back into Qualcomm’s arms for longer?3. What’s the deal with Dish’s 5G network performance inconsistencies?4. SES Launch should help to clear a considerable amount of C-band for 5G, stands to make an additional $3 billion by clearing remaining C-Band by Dec 20235. Verizon reveals a 5G connected police cruiser prototype and why it’s an analogy to the movie Blade Runner 20496. TSMC and Samsung both talk 3nm, what could it mean for 5G?

Jun 24, 2022 • 24min
The G2 on 5G Podcast - Airbus 5G Network, Dish on Dish 5G Network Launch, T-Mobile and Dish Roaming Agreement, Nokia 5G Innov in Paris, Transport Network Evolution and SpaceX Opposition to 12GHz for 5G
The G2 on 5G Podcast – Episode 105 – June 24, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Airbus to build a multi-market 5G network2. The dish on Dish meeting its 5G coverage goal and avoiding the big FCC fine3. Have T-Mobile and Dish patched things up with new master agreement terms?4. Nokia launches the 5G Innov Lab in Paris - can it accelerate use case deployments?5. Transport network evolution--opex/sustainability6. SpaceX’s opposition to using 5G in 12GHz appears to be strong, claiming that deploying 12GHz for cellular would cause harmful interference to Starlink satellites and base stations

Jun 17, 2022 • 26min
Qualcomm Acquires Cellwize, Dish Launches 5G Service, Google Cloud Private 5G, T-Mobile Coverage Beyond, Verizon 5G CBRS and More FAA C-Band Drama
The G2 on 5G Podcast – Episode 104 – June 17, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Qualcomm acquires Cellwize - is it a smart move?2. Dish Launches 5G service in 120 Cities3. Google Cloud finally announces its private 5G offering - is it competitive with AWS and Azure?4. T-Mobile Uncarrier: Coverage Beyond, Hits 3 Gbps with 3x CA on Galaxy S22 Snapdragon 8 Gen1, and partnership with Oceus to launch 5G services for the Department of Defense (DoD)5. Verizon tests CBRS use for 5G - can it help accelerate its much-needed mid-band deployment?6. 5G C-Band: FAA Chief Warns Airlines of Summer Deadline

Jun 11, 2022 • 20min
NTT DoCoMo and Nokia 6G Trials, India Carrier Association Pushes Back on Private 5G, SKT 5G Edge Zones, T-Mobile Launches VoNR and New Hotspot, Nokia and Cellnext Private Networking, NTIA Prelim Testing Finds No Harmful 5G Interference
The G2 on 5G Podcast – Episode 103 – June 11, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. NTT Docomo and Nokia team up on 6G trials - is it too soon?2. Cellular Operators Association of India Pushes Back on Private 5G3. SKT launches second 5G edge zone in Seoul - what does it mean for future 5G service delivery?4. T-Mobile VoNR launch, limited but first to market again also launches 5G hotspot, free with a new line of service5. Nokia and Cellnex collaborate on private networking in Europe - can it accelerate LTE & 5G deployments?6. NTIA preliminary testing of 5G C-Band finds no harmful interference for aviation