The G2 on 5G Podcast by Moor Insights & Strategy

The G2 on 5G Podcast – Episode 102 – June 4, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Dish tees up RAN sharing - is it a realistic consideration for speeding 5G deployments in the U.S.?2. Next G Alliance releases a 6G Use Cases Whitepaper3. Verizon reports big gains for 5G data usage in the first half of 2022 - is it closing the gap?4. XCOM Labs @ AWE20225. Is Nokia back peddling on Open RAN and its role in 5G network deployments?6. T-Mobile and Deutsche Telekom 5G T-Challenge

The G2 on 5G Podcast – Episode 101 – May 27, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Orange and Ericsson pilot a 5G drone surveillance system in the Port of Vigo, Spain - what could be the longer-term impact?2. US Cellular 5G Midband Buildout - Nokia & Ericsson, no Samsung? $2 billion in spectrum is being rolled out.3. Nokia introduces several industrial 5G devices - is it straying outside of its infrastructure core competencies?4. AT&T 5G Standalone - Waiting for Devices? Says battery life is an issue.5. T-Mobile’s recent private and hybrid 5G services (T-Mobile 5G Advanced Network Solutions) announcement recap and news that Nokia is a key partner - is it a smart match? 6. CISA and DoD Release 5G Security Evaluation Process Investigation Study

The G2 on 5G Podcast – Episode 100 – May 20, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Big 5G Event recap2. India’s 5G spectrum auction is finally set to happen next month after many delays, operators expect rollouts to begin in October with limited coverage in 30-50 metros by March 20233. BT Group tests quantum radio technology- what’s the impact for future 5G deployments?4. Rakuten Mobile expects to rollout 5G FWA services by the end of the year5. Ericsson officially forms a new private 5G business group with Cradlepoint launching in June to go direct to enterprise - can it compete with a more established Nokia Enterprise?6. Canada officially gives Huawei and ZTE the boot, telling operators they need to remove equipment by mid-2024 and stop buying products from this later this year

The G2 on 5G Podcast – Episode 99 – May 13, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Vodafone and 3 UK talk merger - what could it mean for 5G in the UK?2. Qualcomm 5G Summit – New RB5 Robotics and Drone Platform, X70 Modem Features and mmWave SA trial hitting 8.3 Gbps (8x CA)3. Meta Platforms teams up with AMD for Open RAN - will it help or hinder 5G deployment with another solution path?4. MediaTek Analyst Summit – AioT launch and More to Come5. Is ZTE on a slippery slope with respect to cellular infrastructure sales to Russia?6. OpenSignal Report says 5G beats public Wi-Fi for gaming as well as speed

Qualcomm is undeniably at the center of the 5G ecosystem. In our latest Standalone G2 on 5G podcast - we discuss the company's transformative impact in vRAN & OpenRAN with Qualcomm, HPE, AT&T & Vodafone ahead of Qualcomm's 5G Summit on May 9-11.

The G2 on 5G Podcast – Episode 97 – May 5, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Dish Launches the first market in Las Vegas and strikes $1B deal with Samsung for 5G vRAN, O-RAN, and handsets - can it quickly replicate to meet its coverage deadline?2. T-Mobile Earnings and Uncarrier Event – Consumer and Business Broadband Unleashed3. US Cellular launches 5G mmWave internet service in 10 cities - is it a smart move?4. Google Cloud Acquires MobiledgeX and what it could mean for Google’s 5G edge and XR play5. AST SpaceMobile to test satellite-based services on AT&T's spectrum - what are the implications6. C-Band fight continues, FAA says that airlines will need to pay for upgrades to altimeters after Dept of Transportation Sec. Buttigieg says the issue won’t be completely resolved by summer

In this standalone episode of the G2 on 5G, Anshel and Will speak with Marc Rouanne, Dish Wireless’ Executive Vice President and Chief Network Officer. We had an in-depth conversation with him about a multitude of 5G infrastructure topics.We cover the following questions:1. How is DISH differentiating itself relative to the more established incumbents, like AT&T, T-Mobile, and Verizon? How will the company compete for enterprise business – which is arguably the lion's share of 5G use cases?2. One of the aspects that I find interesting about DISH is the nearly 1M pre-paid subscribers that have materialized out of the Sprint/ T-Mobile Boost divestiture as well as your more recent MVNO acquisitions. How will that factor into your development of discrete 5G services?3. My coverage as an analyst includes XR (AR/VR) and the Metaverse. Beyond what we have seen from AT&T and Verizon in proofs-of-concept, do you envision any compelling applications on the enterprise side that can be brought to market soon?4. This is a broad question, but do you envision any competitive advantage in deploying such a highly virtualized, cloud-native 5G network from the ground up? Will your competitors be at an agility disadvantage given their transition from traditional network architectures to new, highly disaggregated ones such as Open RAN?

The G2 on 5G Podcast – Episode 95 – April 22, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Verizon’s $40M bet on Casa Systems (9.9% stake)2. T-Mobile continues to dominate on speeds thanks to its midband deployments3. GM Deploys Cisco wireless backhaul tech for vehicle testing4. OpenRF Association plans to have devices this year?5. Huawei is winning 5G and cloud deals in UAE and Middle East markets - where are the deployments?6. Samsung 5G speeds beat Apple’s Ookla’s Speedtest finds

The G2 on 5G Podcast – Episode 94 – April 15, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Deutsche Telekom increases its stake in T-Mobile US to nearly 50% - what could it mean for the new 5G service delivery, especially in the enterprise?2. Dish testing 5G Carrier Aggregation at 600 MHz3. Intel buys open-source startup Ananki for its 5G SaaS portfolio - can it bolster the semiconductor giant’s networking portfolio and push into telco infrastructure?4. AT&T asks FCC for two experimental 6G licenses5. Australian utility deploys 5G drones to service its power grid - what are the benefits and can it serve as a model for the rest of the world?6. Linux Foundation and Google Cloud launch Nephio to automate 5G Edge

The G2 on 5G Podcast – Episode 93 – April 8, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. NTIA and DoD launch the 5G Challenge - can it accelerate a more open 5G ecosystem?2. Northrop Grumman inks 5G IoT deal with AT&T and Lockheed announces long-term partnership with Intel on 5G.MIL initiative for edge to cloud 5G3. Is fiber backhaul foundational to mobile 5G network deployments - are Vodafone UK, TMobile, Dish, other operators exposed?4. Deutsche Telekom continues to roll out 5G SA across Germany, Rogers and Ericsson launch Canada’s first commercial 5G SA network (overflow from last week)5. Who is Omnispace and can their plans for a 5G hybrid terrestrial/ LEO satellite network and collaboration with Microsoft Azure address connectivity needs in underserved regions?6. T-Mobile diversifies FWA supply chain with MediaTek-based Arcadyan 5G FWA gateway in addition to Nokia it originally launched with (talk about FCC teardown)