The G2 on 5G Podcast by Moor Insights & Strategy

Welcome and Introduction- Will Townsend welcomes listeners to episode 201 of the G2 on 5G podcast.- Introduction of fellow analyst Anshel Sag.T-Mobile's Initiative with Channel Partners- Discussion on T-Mobile's collaboration with Ingram Micro and Tech Data Synnex.- Introduction of the Partner Plus program to subsidize 5G connected PCs and fixed wireless access solutions.- Subsidies include up to $400 off PCs and up to $700 off Cradlepoint's fixed wireless access CPE products.- Potential savings for businesses up to $1,600 per router adapter and over $400 per connected PC.- Challenges around provisioning devices and the need for a marketing campaign to raise awareness.5G Baseband Vulnerability at Black Hat- Anshel Sag discusses a 5G baseband vulnerability revealed at the Black Hat security conference.- Vulnerability allows devices to be tricked into connecting to fake cell towers, enabling phishing attacks.- Researchers created a tool called 5G Base Checker to identify vulnerabilities in various phones.- Companies like Samsung and Google have patched these flaws, while MediaTek and Qualcomm have yet to respond.Nokia and Swisscom's Drone Partnership- Will Townsend talks about Nokia's partnership with Swisscom for drone emergency response and industrial use cases.- Nokia has prepared 300 "drone in a box" units for public safety and infrastructure inspections.- Discussion on the broader applications of drones in industries like window washing.Vodafone UK's 5G Standalone Service- Anshel Sag highlights Vodafone UK's launch of 5G standalone service for enterprises.- Research indicates 39% of UK companies are ready to invest in 5G standalone.- Vodafone's 5G Ultra service promises lower latency, more reliability, and better battery life.- Examples of network slicing applications include ITN, UK Power Networks, and gaming.China's Entry into the LEO Satellite Space Race- Will Townsend discusses China's recent entry into the low Earth orbit (LEO) satellite space race.- China aims to launch 108 satellites this year and 15,000 by 2030 for global network coverage.- Discussion on the potential impact and competitiveness of China's LEO satellite initiative.Pentagon's 5G Applications for Defense- Anshel Sag talks about the Pentagon's use of 5G for enhancing warfighting capabilities.- Deployment of Anduril-made towers using tactical radios for high-resolution video security in Africa.- Future G's role in advancing 5G and transitioning to 6G for the US Department of Defense.Conclusion- Will Townsend and Anshel Sag wrap up the episode.- Invitation for listeners to provide insights on future 5G topics.- Contact information: Will Townsend (@willtowntech) and Anshel Sag (@anshelsag).- Encouragement to tune in next week.

Welcome and Introduction- Will Townsend welcomes listeners to the 200th episode of the G2 on 5G podcast.- Introduction of fellow analyst Anshel Sag.- Overview of the episode's format: six topics in about 20 minutes.AWS vs. Nokia Lawsuit- Will Townsend discusses AWS's lawsuit against Nokia over telco cloud intellectual property.- Background on Nokia's exit from the cloud platform business and partnership with AWS in Germany.- Speculation on the lawsuit's outcome and potential settlement.Earnings Reports Overview- Anshel Sag covers recent earnings reports from major tech companies.- Highlights include: - Arm's earnings and stock performance. - Qualcomm's record quarter and growth in automotive and smartphone sectors. - AMD's data center growth and challenges in the gaming sector. - Intel's disappointing earnings and layoffs. - T-Mobile's strong performance and growth in postpaid subscribers.T-Mobile's Rural Connectivity Initiative- Will Townsend discusses T-Mobile's focus on rural connectivity.- Introduction of the "Friday Night 5G Lights" contest, offering $2 million for a high school football field makeover.- Emphasis on T-Mobile's innovative marketing and community engagement.Qualcomm's Snapdragon 4S Gen 2- Anshel Sag introduces Qualcomm's new Snapdragon 4S Gen 2 platform.- Discussion on its potential impact on the value smartphone market.- Comparison with MediaTek's offerings and the importance of affordable 5G devices in developing regions.Nokia's Network as a Code Platform- Will Townsend explains Nokia's recent announcement related to its network as a code platform.- Overview of Nokia's partnership with Fontinius Acolyte for healthcare and utility sector use cases.- Discussion on the value of programmability and open APIs in network development.Ookla's Global Standalone 5G Report- Anshel Sag reviews Ookla's report on global standalone 5G networks.- Key findings include: - T-Mobile and SK Telecom's leadership in 5G SA. - The lag in European 5G SA deployments. - The importance of spectrum and carrier aggregation for network performance.Conclusion- Will Townsend and Anshel Sag reflect on the episode's topics.- Invitation for listeners to provide insights on future 5G topics.- Encouragement to rate, subscribe, and tune in next week.

Welcome and Introduction- Will Townsend welcomes listeners to episode 199 of the G2 on 5G podcast.- Discussion about the upcoming milestone of episode 200 and a call for listener feedback on how to celebrate it.T-Mobile's Fiber Investment- Will Townsend discusses T-Mobile's $5 billion investment in a joint venture with KKR to purchase Metronet.- The strategic move aims to enhance T-Mobile's 5G fixed wireless access services and provide fiber backhaul for radio towers.- Anshel Sag adds insights on Metronet's regional focus, particularly in the Midwest and Texas, and the potential benefits for T-Mobile's rural coverage.AST SpaceMobile's Satellite Deployment- Anshel Sag covers AST SpaceMobile's announcement of the completion and upcoming launch of its first five commercial satellites, Bluebirds.- The satellites will enhance 5G communication capabilities and have garnered investments from major companies like AT&T, Verizon, Google, and Vodafone.- Will Townsend shares his experience visiting AST SpaceMobile's facilities and highlights the company's efficient satellite design and ambitious plans.CrowdStrike's Major Outage- Will Townsend discusses the significant outage experienced by CrowdStrike due to a flawed update, impacting various businesses including Delta and Starbucks.- The incident highlights the importance of rigorous DevOps practices and offers learning opportunities for mobile network operators.- Anshel Sag provides additional context on the technical aspects of the outage and the broader implications for the cybersecurity industry.Apple's Potential Move Away from Qualcomm Modems- Anshel Sag addresses rumors that Apple may start using its own 5G modems in lower-volume products like the iPhone SE, potentially phasing out Qualcomm modems.- The transition, if it happens, would mark a significant shift in Apple's strategy and could impact the broader 5G modem market.- Will Townsend reflects on the long timeline since Apple acquired Intel's modem business and the challenges involved in developing in-house modems.T-Mobile for Business Unconventional Awards- Will Townsend shares his experience as a judge for the T-Mobile for Business Unconventional Awards, which recognize innovative uses of 5G technology.- This year's categories include innovation in customer experience, employee enablement, industry, and community.- The event will feature Malcolm Gladwell as the master of ceremonies and introduce a new "Tipping Point" designation for transformative change.AT&T Earnings Report- Anshel Sag reviews AT&T's recent earnings report, highlighting strong postpaid net additions and low phone churn rates.- Despite slightly missing revenue targets, AT&T's focus on its core business and fiber expansion has been well-received by investors.- Will Townsend adds that AT&T's improved free cash flow and consistent fiber net adds demonstrate the company's effective execution and growth potential.Closing Remarks- Anshel Sag wraps up the episode, inviting listeners to provide feedback and suggesting topics for future podcasts.- Encourages listeners to rate, subscribe, and tune in next week.

Welcome and Introduction- Will Townsend welcomes listeners to episode 198 of the G2 on 5G podcast.- Apologies for the delay due to Will's vacation and roof construction.- Brief discussion about their Fourth of July activities.Hurricane Barrel and Disaster Communication Efforts- Will Townsend discusses Hurricane Barrel's impact on South Texas.- Highlights the efforts of AT&T, T-Mobile, and Verizon in restoring connectivity.- AT&T used drone technology for temporary connectivity.- T-Mobile utilized satellite cells on trucks.- Verizon focused on ensuring backup systems were operational.Insights on Disaster Response- Anshel Sag shares his thoughts on the preparedness of carriers for natural disasters.- Mentions his near experience with the hurricane while in New York City.- Emphasizes the increasing frequency and severity of natural storms.Galaxy Unpacked Event- Anshel Sag reports on the Galaxy Unpacked event held in New York.- Overview of new product announcements: Galaxy Z Fold 6, Z Flip 6, Galaxy Watch Ultra, Galaxy Watch 7, Galaxy Ring, and new earbuds.- Discussion on the features and improvements of the new devices.- Anshel's personal excitement about the Galaxy Ring and its features.Germany's Rip and Replace of Chinese Infrastructure- Will Townsend discusses Germany's efforts to replace Huawei infrastructure.- Germany's initial commitment to replace hardware by 2026, now focusing on management layer software by 2029.- Concerns about the potential backdoors in Chinese software.- Anshel Sag's perspective on Germany's slow progress and the challenges involved.Boost Mobile's Rebranding and New Plans- Anshel Sag talks about Boost Mobile's rebranding under Dish.- Introduction of new plans and pricing, starting at $25 per month.- Comparison with Mint Mobile and other competitors.- Anshel's anticipation to test Boost Mobile's service.Ericsson's Vonage Acquisition and API Strategy- Will Townsend discusses Ericsson's recent earnings call and the challenges with the Vonage acquisition.- Ericsson's CEO remains optimistic about the long-term potential of API strategy.- Discussion on the initial write-off and the need for significant monetization.- Anshel Sag's critical view on the acquisition and its potential for future revenue.Nokia's Earnings Report- Anshel Sag covers Nokia's recent earnings report and the significant decline in profit.- Impact of India's reduced 5G deployment on Nokia's earnings.- Discussion on Nokia's challenges and potential bright spots in private networking and security.- Will Townsend's optimistic view on Nokia's future prospects.Conclusion- Will Townsend and Anshel Sag wrap up the podcast.- Apologies for the previous week's absence due to personal and professional commitments.- Invitation for listeners to provide feedback and suggestions for future topics.- Encouragement to rate and subscribe to the podcast.

Episode 197: The G2 on 5G - Key HighlightsWelcome and Introduction- Will Townsend welcomes listeners to episode 197 of the G2 on 5G podcast.- Introduction of fellow analyst Anshel Sag.Nokia's Acquisition of Infinera- Will discusses Nokia's recent announcement to acquire Infinera for over $2 billion.- The acquisition aims to strengthen Nokia's optical networking and component business.- Potential benefits include increased access to the North American market and entry into data centers.- Anshel questions whether the sale of Nokia's submarine cable business to the French government was required for the acquisition.Generative AI and Data Centers- Will highlights the relevance of the acquisition to generative AI and data centers.- Anshel notes the stability and long-term benefits of Nokia's wireline businesses.3GPP Release 18 and 5G Advanced- Anshel discusses the finalization of 3GPP Release 18 standards, marking the 5G Advanced era.- Release 18 includes enhancements for IoT, XR, AI, and ML applications.- The importance of standalone deployment for utilizing Release 18 features.AT&T's 5G RedCap Launch- Will talks about AT&T's soft launch of 5G RedCap in the Dallas metropolitan area.- The significance of RedCap for IoT applications and AT&T's vertical market focus.- Anshel discusses the potential consumer and enterprise applications of RedCap.India's 5G Spectrum Auction- Will covers the recent 5G spectrum auction in India, which netted only $1.3 billion compared to $18 billion in 2022.- Speculation on the reasons behind the lackluster auction, including slow monetization and deployment of previously acquired spectrum.- Discussion on the potential benefits of democratizing access to licensed spectrum for private networking.FCC's Proposed Rule on Unlocking Phones- Anshel explains the FCC's proposed rule to require mobile providers to unlock phones within 60 days of activation.- Concerns about the financial risk to carriers and the practicality of unlocking postpaid devices.- Suggestion to mandate unlocking for prepaid phones and maintaining current rules for postpaid devices.Verizon's Concerns Over 4.9 GHz Spectrum for FirstNet- Anshel discusses Verizon's opposition to the FCC potentially giving 4.9 GHz spectrum to AT&T for FirstNet.- Analysis of the spectrum's value and its suitability for small cell deployments.- The potential impact on Verizon's competitiveness and the overall 5G landscape.Closing Remarks- Will and Anshel share their upcoming travel plans and wish listeners a happy 4th of July.- Encouragement for listeners to rate, subscribe, and provide feedback on future 5G topics.Contact Information- Will Townsend: @WillTownTech- Anshel Sag: @AnshelSagNext Episode- The podcast will take a break for the 4th of July and return the following week.

Show Notes for Episode 196 of The G2 on 5GWelcome and Introduction- Hosts Will Townsend and Anshel Sag kick off the episode.- Anshel shares his recent experience at a Padres game and the Augmented World Expo conference.Microsoft's Shift in Telecom Strategy- Will discusses Microsoft's decision to exit the 5G application space on Azure for operators.- The focus shifts to infrastructure, similar to AWS's approach.- Analysis of the impact on AT&T and the broader telecom ecosystem.Orange's 5G Network for the Olympics- Anshel highlights Orange's deployment of a private 5G network for the upcoming Olympics in France.- Samsung's involvement with 200 Galaxy S24 Ultra smartphones for unique athlete perspectives.- The network will cover 120 venues, including athlete training grounds.Global Telco AI Alliance Formation- Will introduces the new alliance between Singtel, Deutsche Telekom, SK Telecom, and SoftBank.- The alliance aims to develop generative AI applications tailored for mobile operators.- Focus on multilingual large language models and potential security challenges.T-Mobile's Enterprise Expansion- Anshel discusses T-Mobile's recent wins, including the Spiral Four contract for the Department of Defense.- T-Mobile's involvement in Sail GP in New York and the Women's PGA Championship.- The company's growing presence in enterprise and sports venue support.Telia's 5G-Enabled Remote Forestry Control- Will shares an innovative use case from Telia in Sweden.- Drones and portable mobile base stations enable remote control of forestry machinery.- Highlights the importance of 5G's ultra-low latency for safe and efficient operations.Samsung and MediaTek's RedCap Testing- Anshel covers the collaboration between Samsung and MediaTek on RedCap testing over Vran.- Focus on power-saving features and the path to commercial viability by the second half of 2024.- Potential applications in IoT and beyond.Augmented World Expo Insights- Anshel provides a brief overview of his experience at the Augmented World Expo.- Highlights include Haptex's robotic gloves and Siteful's 5G-connected AR PC.Closing Remarks- Will and Anshel wrap up the episode, encouraging listeners to provide feedback and subscribe.- Both hosts express excitement for future 5G developments and applications.Contact Information- Will Townsend: @WilltonTech- Anshel Sag: @anshelsagCall to Action- Don't forget to rate and subscribe to the podcast for more insights on the latest in 5G technology.

In episode 195 of The G2 on 5G, hosts Will Townsend and Anshel Sag delve into six key topics shaping the 5G landscape:1. AST SpaceMobile and Verizon Collaboration: Highlighting the extensive coverage and potential future partnerships, validating AST SpaceMobile's efforts.2. Apple's Worldwide Developer Conference: Discussing updates on RCS, satellite messaging, iPhone mirroring, and Apple's new AI branding, Apple Intelligence.3. T-Mobile's Acquisition of US Cellular's Assets: Debating the potential regulatory scrutiny and the implications for rural connectivity.4. Nvidia's Involvement in 5G: Examining Nvidia's testing of Open RAN in private 5G networks, showcasing their ambition to influence the telecom sector.5. China's 5G Deployment Claims: Questioning the reported $800 billion economic impact and the feasibility of their adoption rates.6. Link5G's Tower Infrastructure in New York City: Addressing the controversy surrounding the aesthetic concerns and the necessity of such infrastructure for improved connectivity.Tune in for an insightful discussion on these pivotal 5G topics, offering expert perspectives and in-depth analysis.

Show Notes for Episode 194 of G2 on 5GWelcome and Introduction- Hosts Will Townsend and Anshel Sag welcome listeners to episode 194 of GT on 5G.- Brief discussion about their recent attendance at Dell Tech World and Microsoft Build.Ericsson's Investment in 5G Factory- Will discusses Ericsson's additional $50 million investment in its open RAN-ready 5G factory in Lewisville, Dallas.- Highlights the factory's role in manufacturing MIMO antenna infrastructure and the use of private cellular networking.- Efficiency improvements: 25% reduction in energy consumption and 75% reduction in water usage.- Benefits of domestic production and open RAN capabilities.- Collaboration with AT&T and the advantages of an open network for programmability and agility.T-Mobile's Price Increase- Anshel talks about T-Mobile's recent price increase for customers on older plans.- Context provided on the competitive landscape with AT&T and Verizon also raising prices.- Discussion on T-Mobile's value proposition and network reliability.- Insights on T-Mobile's strategic shift from being a value player to offering a robust 5G network.Deutsche Telekom's Private 5G Network- Will covers Deutsche Telekom's deployment of a private 5G campus network for a large paper mill in Germany.- The network spans the equivalent of 50 football fields and aims to optimize logistics and production processes.- Potential efficiency gains in water usage for the paper mill.- Comparison with Ericsson's 5G factory and the broader implications for manufacturing automation.5G Drones for Search and Rescue in Scotland- Anshel discusses the innovative use of 5G-enabled drones for search and rescue operations in Scotland.- Drones equipped with 5G base stations to transmit video footage and improve communication during rescue missions.- Collaboration between Jet Connectivity, the Scottish government, and other partners.- Potential applications for natural disaster response and other emergency scenarios.Nokia's Acquisition of Phoenix Group- Will talks about Nokia's acquisition of Phoenix Group to strengthen its federal solutions business unit.- Phoenix Group's expertise in portable communication solutions for the Department of Defense.- Strategic importance of the acquisition for Nokia's federal and defense market presence.- Benefits of acquiring established DoD suppliers to navigate federal procurement processes.Microsoft Build and AI PCs- Anshel shares insights from Microsoft Build, focusing on the new Copilot Plus AI PCs.- Introduction of Snapdragon X Elite-based PCs with integrated AI capabilities.- Dell's significant commitment to the new platform and the potential for 5G connectivity in future models.- Discussion on the competitive landscape with Apple and the future of AI in PCs.- Battery life improvements and performance upgrades with the new platform.Nvidia's Earnings and AI Revolution- Brief mention of Nvidia's impressive earnings and its role in leading the AI revolution.- Impact of AI on the PC industry and the broader tech ecosystem.- Nvidia's stock performance and the announcement of a ten-for-one stock split.Conclusion- Hosts encourage listeners to provide feedback and suggest topics for future episodes.- Reminder to rate and subscribe to the podcast.Contact Information- Will Townsend: @WillTownTech- Anshel Sag: @AnshelSagCall to Action- Tune in next week for more insights on 5G.- Engage with the podcast by sharing and reviewing.

Introduction:Welcome to episode 193 of the G Two on 5G podcast, where we provide the latest insights on everything 5G. In this episode, hosts Will Townsend and Anshel Sag discuss a range of topics from AT&T's new partnership to the impact of AI on 5G PCs. Let's dive in!Timestamps:00:00:02: Introduction and WelcomeWill Townsend and Anshel Sag kick off the episode, discussing their current travels and plans to record another episode at Dell Tech World.00:00:49: AT&T and AST Space Mobile AgreementWill Townsend discusses the formalization of the commercial agreement between AT&T and AST Space Mobile, highlighting the potential impact on gap coverage and the integration of production satellites.00:03:43: Dish Network's DoD DealAnshel Sag delves into Dish Network's new ten-year deal with the Department of Defense, exploring its potential to save the company from bankruptcy and the implications for the 5G landscape.00:07:36: T-Mobile's Private 5G Network for PGA ChampionshipWill Townsend talks about T-Mobile's deployment of a private 5G network for the PGA Championship, emphasizing its use in broadcasting, fan activations, and critical business operations.00:11:15: Germany's Potential Ban on Chinese EquipmentAnshel Sag discusses Germany's move towards banning Huawei and ZTE equipment from public networks by 2026, examining the broader implications for the telecom industry.00:15:37: China Mobile's Investment in AI Compute InfrastructureWill Townsend highlights China Mobile's significant investment in AI compute infrastructure, questioning the lack of detailed plans for its utilization.00:17:03: Microsoft Build and AI's Impact on 5G PCsAnshel Sag previews the upcoming announcements at Microsoft Build, focusing on the potential for AI to drive the adoption of 5G PCs and the improvements in activation experiences.00:22:30: Conclusion and Wrap-UpWe hope our viewers and listeners found this week's topics interesting. If anyone out there would like to provide insights for a specific 5G topic for a future podcast, please reach out to us on social media—Will is @WillTownTech and Anshel is @AnshelSag. We hope you have a great week, and please tune in again for the next episode later this week. Don't forget to rate and subscribe!---

Podcast Show Notes: Episode 192 of G2 on 5GWelcome and Introduction- Host Will Townsend introduces the episode and fellow analyst Anshel Sag.- Discussion on the latest insights in the 5G realm, covering six topics in approximately 20 minutes.AWS and Telefonica Germany's 5G Cloud Core Initiative- AWS secures a significant win with Telefonica Germany moving over a million 5G subscribers to its cloud.- This marks a pioneering brownfield network migration to a cloud core, setting a precedent in the industry.Net Neutrality and Network Slicing- Examination of the FCC's final order on net neutrality affecting network slicing.- Potential implications for consumer and enterprise applications with a focus on how 5G standalone and network slicing might evolve.Verizon's Approach to Neutral Host 5G Networks- Discussion on Verizon's strategy in deploying neutral host 5G networks, particularly with Cummins.- Insights into how neutral host networks can replace expensive DAS systems and improve performance in venues.Apple's New iPad Launch- Overview of Apple's launch of four new iPads and two versions of new silicon.- Focus on the iPad Pro's features, including the new tandem OLED technology and the M4 chip.- Discussion on the potential of these devices in the context of AI and competition with AI PCs.Tesla's Private 5G Network Video- Analysis of Tesla's recent video showcasing its private 5G network deployment in Giga Berlin.- Consideration of whether this is a genuine step forward or a promotional move amidst various challenges faced by Tesla.Potential Sale of US Cellular- Rumors about US Cellular possibly selling itself to T-Mobile and Verizon.- Discussion on the strategic implications for the carriers involved and the broader telecom industry.Closing Remarks- Anshel Sag wraps up the episode, inviting listeners to provide feedback and subscribe for future episodes.- Reminder for listeners to engage via social media for any specific 5G topics they want covered in future podcasts.Contact Information- Listeners are encouraged to reach out via social media platforms linked in the podcast description.This episode provides a comprehensive look into current developments in the 5G industry, from significant corporate strategies and regulatory changes to new technological advancements in consumer electronics.