The G2 on 5G Podcast by Moor Insights & Strategy

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.

In this 191st episode of The G2 on 5G, we cover:1. Samsung and O2 Telefonica vRAN and ORAN deployment2. Qualcomm posts stellar Q1 2024 Earnings, showing significant strength in China3. AT&T Turbo launch promises to boost 5G data connectivity4. The FCC fines the big three (plus Sprint) $200 million for violating customers’s privacy5. Insights from MediaTek’s Analyst Day6. Nokia is finally sending a 4G network to the moon with NASA, SpaceX and Intuitive Machines

In this 190th episode of The G2 on 5G, we cover:1. T-Mobile invests in fiber services with ambitions to broaden its broadband services beyond 5G FWA 2. AT&T and T-Mobile Earnings - T-Mobile completes Mint Mobile Acquisition3. Will the FCC’s reinstatement of net neutrality impact the monetization of 5G network slicing?4. Intel Earnings - 5G affecting networking business?5. Verizon supports the New Orleans Jazz Fest with additional 4G and 5G capacity (nfl draft?)6. DISH wins in court against Crown Castle over 5G site dispute

In this 189th episode of The G2 on 5G, we cover:1. T-Mobile partners with Delta Airlines to reimagine network operations with 5G2. Google promotes Rick Osterloh to head Android and Hardware teams to merge AI efforts3. 5G DSS rides off into the sunset in the U.S.4. Samsung Networks and Qualcomm hit 1024 QAM milestone with FDD and TDD spectrum5. Industry veteran Mo Katibeh joins T-Mobile for Business as CMO6. Moto’s new Edge 50 Ultra and Samsung’s A35 launch in the US, adding more choices to the market

In this 188th episode of The G2 on 5G, we cover:1. AT&T may be testing some tweaks to its mid-band 5G network2. The CHIPS Act direct funding is picking up steam: Intel ($8.5B), TSMC ($6.6B), and Samsung ($6.4B) all get funding to expand leading-node US chip manufacturing. Intel is expected to invest $100 Billion, TSMC $65 billion, and Samsung $40 billion in US facilities.3. AST SpaceMobile hits another milestone, streaming an AT&T commercial from space to a smartphone4. Ookla test results show major differences between Samsung’s S24 line and Apple’s iPhone 15 family in network performance, including latency and download/upload speeds5. ViaSat jumps into the low earth orbit satellite direct to device game6. Verizon brings 5G to NAB Show 2024 in a big way with Private 5G, Field Area Network, 5G Broadcasting and Remote Production

In this 187th episode of The G2 on 5G, we cover:1. Casa Systems files for bankruptcy as it attempts to reorganize its 5G core, RAN and cable assets2. Is the DoD preparing to release 3GHz spectrum for 5G or 6G applications?3. Does Airspan’s reorgainztion breathe new life into the once high flying provider of Open RAN and small cell infrastructure?4. Is Huawei on the road to recovery with its latest $99 Billion earnings? What does it mean for Qualcomm?5. Reliance Jio hits 100 million 5G subs, will it double down on spectrum to maintain its lead?6. AT&T data breach impacts 73M customers

In this 186th episode of The G2 on 5G, we cover:1. Booz Allen, Ericsson and Nokia partner to focus on modernizing U.S. Navy communications with 5G lab and POC efforts2. Tesla wants to deploy Private 5G, could this spur other automakers to do the same?3. AT&T announces 5G powered Internet Air for Business and partners with Microsoft Teams for 5G & AI-infused unified communications solution4. China Mobile plans to roll out 5G-Advanced to 300 cities across China in 2024, starting with an initial 100 cities.5. Keysight and Viavi battle for Spirent to boost 5G design, test and measurement capabilities6. T-Mobile Secret Baseball Button and Opening Day

In this 185th episode of The G2 on 5G, we cover: 1. Ericsson and Nokia establish new business units to focus on 5G U.S. govt and military deployments 2. US Department of Justice and 15 States Sue Apple for Anti-Competitive Smartphone Tactics 3. Three UK books first loss in nearly 15 years blaming 5G deployment costs 4. NVIDIA GTC 2024 - NVIDIA charges into Telco with renewed 5G and 6G aspirations utilizing AI 5. UScellular jumps into private 5G manufacturing with Rockwell Industry 6. Jio brags about its network slicing capabilities, including gaming, security, FWA and talks Private Networks

In this 184th episode of The G2 on 5G, we cover:  1. Will Open RAN benefit from a possible $9B in FCC subsidies (5G Fund) for U.S. rural 5G deployments? 2. What does the FCC’s new 100/20 Mbps down/up definition for broadband mean for 5G FWA? 3. T-Mobile and Dialpad extend partnership for AI-enabled business communications - could 5G VoNR deliver additional capabilities? 4. FCC unanimously approves rules for direct-to-device 5G NTN services 5. Nokia and Eurofiber team up for private 5G network delivery - could it serve as a model for other fiber service companies? 6. Vodafone to sell Italian business to Swisscom for €8 billion

In this 183rd episode of The G2 on 5G, we cover:  1. FCC probes AT&T recent outage 2. T-Mobile finally gets its Auction 108 Spectrum, could supercharge T-Mobile’s rural push 3. Sateliot readies four NB-IoT satellites for deployment supporting 5G NR 4. Dish won’t buy T-Mobile’s 800 MHz spectrum, setting up for an auction 5. Will’s visit and impressions tied to John Deere 5G connected factory tour ahead of his Forbes contribution 6. India is set to have another big 5G auction this year