The G2 on 5G Podcast by Moor Insights & Strategy

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)

The G2 on 5G Podcast – Episode 92 – April 1, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Nokia is blocked from providing 5G infrastructure in Romania - what’s the conspiracy theory?2. OnePlus 10 Pro 5G launches in the US, exclusively on T-Mobile and working on certification on Verizon, but has no plans to work on AT&T3. GSMA report reveals $1T in mobile money platform transactions in 2021 - can 5G drive added value in the Fintech space?4. Qualcomm claims first for NR-DC at 2.6 GHz and 26 GHz in Thailand on AIS with ZTE5. Vodafone launches V2X road safety system in the UK - is it laying the foundation for 5G’s ushering of autonomous driving support? 6. T-Mobile marks 2 years of acquisition of Sprint

The G2 on 5G Podcast – Episode 91 – March 25, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. T-Mobile and BMW announce partnership for 5G connectivity - what’s compelling? (reference Pat’s article); DevEdge announcement2. T-Mobile 5G Forward, Innovation Hub and AR 5G Towers, Digital Twins, etc.3. Verizon awarded $1B in U.S. Dept of Defense contracts - what could be the impact of 5G?4. The iPhone SE (2022) features a new Qualcomm Snapdragon X57 5G modem5. Qualcomm and Movandi team up for mmWave and why it could be a game changer for 5G6. AT&T enables 5G global roaming in 35+ countries

The G2 on 5G Podcast - Ep 90 – MWC 2022 Wrap Up – Private 5G As a Service, vRAN, Open RAN, New 5G SoCs, New 5G Phones, Laptops and iPhone SE 5GThe G2 on 5G Podcast – Episode 90 – March 12, 2022In this episode of The G2 on 5G, Anshel and Will Cover:1. Private 5G networking as a Service - Cisco and HPE announcements2. vRAN/ Open RAN - Samsung vRAN ecosystem, Marvell/ Dell Open RAN accelerator card, Qualcomm X100 5G RAN accelerator card (HPE and Mavenir), Rakuten Symphony3. Carrier services and enablement - AT&T Private 5G Edge and TMobile T IoT4. Pat’s High-level MWC 22 takeaways5. Apple iPhone SE no mmWave?6. Where’s the Apple modem?7. Qualcomm still winning in 5G8. Device and Chipset Announcements (MediaTek, Qualcomm, Oppo, Honor, RealMe, Xiaomi, Lenovo, and Samsung)9. XR announcements (HP Extend XR, Holoride, WooorldXR, Qualcomm & Bytedance, etc.)

In this standalone episode of the G2 on 5G, Anshel and Will speak with Dan Rodriguez, Intel's Corporate VP and GM of Intel’s Network Platform Group. We had an in-depth conversation with him about a multitude of 5G infrastructure topics.We cover the following questions:1. There is no doubt that the convergence of edge, cloud, AI, and 5G are going to be disruptive elements in the transformation of next generation networks. What should we expect to materialize over the next few years? A: Are there any significant projects looking at improvements in performance expected?2. The hype cycle for vRAN and Open RAN has reached critical mass. It’s compelling from a capex, opex, and operator agility perspective, but integration will be key. What’s Intel’s take?3. Intel recently made several announcements supporting vRAN that included hardware that is a first for Intel (SPR) – can you dive into those details?4. What is Intel doing to differentiate itself, and what exciting developments do you see down the road?5. Where do you see deployments happening in the network and at the edge?6. Intel is a semiconductor giant and leader, but what is the company doing to support the software-defined networking developer community?