The G2 on 5G Podcast by Moor Insights & Strategy

Anshel Sag and Will Townsend
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May 22, 2020 • 20min

The G2 on 5G - Episode 4 - May 22nd - 2020

Anshel and Will cover a broad array of #5G topics from across the industry:0:00:14 1. Further U.S. restrictions on Huawei, impact, and resulting opportunity for other 5G infrastructure providers; Digital Huawei Analyst Summit insights 0:03:49 2. T-Mobile Uncarrier/2.5 GHz Speed Tests from Ookla 0:06:49 3. Rakuten’s 5G delay and insights given conflicting positioning from management over just the 4-6 weeks 0:09:29 4. Verizon Upgrades 5G Upload from 20 MHz to 100 MHz (30% faster than 4G today) PCMag tested and got 50% faster in RI 0:11:57 5. SoftBank divestiture of T-Mobile ($20B stock) - what’s affecting the former Sprint parent and its portfolio fallout that includes OneWeb; Vision Fund posts staggering $18B loss and places 15 portfolio companies at risk 0:16:29 6. National Advertising Review Board Says AT&T 5Ge is Misleading to Consumers
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May 15, 2020 • 14min

The G2 on 5G - Episode 3 - May 15th - 2020

Anshel and Will cover a broad array of 5G topics from across the industry:Microsoft acquires Metaswitch today - doubles down after recent Affirmed Networks acquisition on virtualization support to enable Azure to capitalize on 5G 5G Subscriber #s, 10% of LG U-Plus are 5G, China Claims 50 million 5G usersDish drops its IoT; insight into where it should place its priorities around 5G to differentiate it from At&T, T-Mobile and Verizon T-Mobile 2.5 GHz momentumAT&T Warns COVID-19 May Slow 5G PickupTelia, Ericsson turn on 5G in Norway
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May 8, 2020 • 24min

The G2 on 5G - Episode 2 - May 8th 2020

Anshel and Will cover a broad array of 5G topics from across the industry:Open RAN Policy Coalition announcement and it's potential to accelerate adoption and operator CapEx and OpEx disruption5G Conspiracy Theories and MisinformationIBM and Red Hat telco cloud and edge recap from IBM Digital Think 2020 - whats the disruption potential for operatorsOpen Signal Report 5G is faster than Wi-Fi in many countries, except the USTMobile earnings and a look back at AT&T, Verizon, and future outlook amid COVID-19T-Mobile SA Interop Milestone with MANY vendors
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May 1, 2020 • 19min

The G2 on 5G - Episode 1 - May 1st 2020

Anshel and Will cover a broad array of 5G topics from across the industry:New Chinese regulationsNokia's $1B 5G DealDish Names Mavenir as First 5G VendorApple's 5G iPhone5G Rural FundGet a 5G strategy or be left behind

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