The G2 on 5G Podcast by Moor Insights & Strategy

Anshel Sag and Will Townsend
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Mar 9, 2024 • 27min

The G2 on 5G Podcast – AT&T FCC Probe, T-Mobile Gets Auction 108 Spectrum, Sateliot Launches, Dish Won’t Buy T-Mo 800MHz, Will’s John Deere 5G Visit and India’s Next 5G Spectrum Auction

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
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Mar 2, 2024 • 29min

The G2 on 5G Podcast – Mobile World Congress 2024 Barcelona Wrap-Up Round Up

In this 182nd episode of The G2 on 5G, we cover: 1. API finally gains traction as 5G mobile networks seek programmability and monetization - is Vonage positioned to capitalize?2. AI is everywhere and in everything - an extension of CES: Intel AI PC and Qualcomm AI Hub+ New Snapdragon x80 Modem and FastConnect 79003. NTN and LEO satellite service continues to be hot - who’s still in front? AST SpaceMobile and Sateliot4. The usual devices from: Honor Magic 6 Pro, Xiaomi 14 Ultra, Moto Bendable, Tecno Rollable, Lenovo Clear Laptop, Xiaomi SU7 Auto, Samsung Galaxy Ring, OnePlus Watch 25. Nokia finds some renewed enterprise focus with Dell Technologies in private 5G networking and more6. Qualcomm XR Hub, Boundless AR 5G Demo, Oppo Air Glass 3 and AR contacts are back?
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Feb 25, 2024 • 27min

The G2 on 5G Podcast – AT&T Dynamic Defense, AT&T Nationwide Outage, MWC 2024 Barcelona Previews and Anticipated Themes, Qualcomm R&D Demos, Singtel App-based Slicing and Sony’s 5G Transmitter

In this 181st episode of The G2 on 5G, we cover: 1. AT&T launches Dynamic Defense  2. The AT&T nationwide cellular outage, explanation and hasty conclusions 3. MWC Barcelona 2024 and three anticipated themes 4. Qualcomm R&D Demos and Other pre-MWC 2024 Announcements, including 6G 5. Singtel claims first app-based 5G network slicing capability 6. Sony’s new portable 5G transmitter for live video or large still images
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Feb 19, 2024 • 19min

The G2 on 5G Podcast – Telus & Samsung, Verizon and NHL Deal, T-Mo Uplink Record, FirstNet Expansion with AT&T, Nokia and Dell team up, Vodafone HyperRealityHub

In this 180th episode of The G2 on 5G, we cover:1. Telus partners with Samsung Networks for LTE and 5G open and virtualized RAN2. Verizon inks Private 5G deal with NHL3. T-Mobile leans into uplink transmit switching for 5G uplink optimization4. AT&T and FirstNet sign 10-year, $8 billion deal including 1,000 new sites, SA 5G5. Nokia and Dell team up for private cellular networking 6. Vodafone HyperRealityHub
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Feb 9, 2024 • 18min

The G2 on 5G Podcast – Dish Bankruptcy Rumors, China Mobile 6G Satellites, Rakuten Symphony, Verizon O-RAN, Elisa Uplink Speeds, FCC Stalling T-Mo 2.5 GHz Spectrum

In this 179th episode of The G2 on 5G, we cover:1. Could Dish be close to bankruptcy? 2. China Mobile claims it has launched it's first 6G test satellite3. Could AI bring luster back to Rakuten Symphony? 4. Verizon claims 130K O-RAN capable radios5. Ericsson, Qualcomm and MNO Elisa demo blazing fast uplink speeds in 5G SA6. Why is the FCC stalling on T-Mobile’s 2.5 GHz spectrum?
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Feb 5, 2024 • 16min

The G2 on 5G Podcast – Reliance’s Jio Brain, QCOM and AAPL Earnings, Apple & Qualcomm 5G License Deal, AST SpaceMobile FirstNet Trial, Ericsson 6G in India and Carrier Superbowl Prep

In this 178th episode of The G2 on 5G, we cover:1. Reliance Jio launches “Jio Brain” AI-based platform 2. Qualcomm & Apple Earnings3. Apple extends its 5G modem licensing agreement with Qualcomm4. AST SpaceMobile and FirstNet trial5. Ericsson boosts 6G research with India-based university6. Carrier Superbowl Prep - T-Mobile and Verizon
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Jan 27, 2024 • 28min

The G2 on 5G Podcast – AT&T and T-Mo Earnings, AST Space Mobile $155M Investment, OnePlus 12, T-Mobile and Nokia 5G FWA and India’s 5G Rollout Fines

In this 177th episode of The G2 on 5G, we cover:1. AT&T Q4 and EOY 2023 earnings 2. T-Mobile Q4 and EOY 2023 earnings3. AST Space Mobile's recent $155M funding by Google, AT&T and Vodafone and Will’s Forbes analysis4. OnePlus 12, 12R and Buds 3 launch and thoughts5. T-Mobile and Nokia team up to speed up 5G FWA6. Some Indian operators may be fined for slow 5G rollouts
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Jan 21, 2024 • 18min

The G2 on 5G Podcast – John Deere Starlink, Samsung Unpacked, NTT DoCoMo Open House, T-Mo WV, LRCA Private Cellular and Verizon 5G SA and Slicing

In this 176th episode of The G2 on 5G, we cover:1. John Deere partners with Starlink for satellite connectivity 2. Samsung Unpacked - Galaxy S24, Galaxy AI and Galaxy Ring3. NTT Docomo lays out its vision for 5G evolution, 6G, and generative AI at its Open House 24 event 4. T-Mobile improves coverage in West Virginia by 30% with $200 million investment5. LCRA Texas to test private cellular network in management of hydroelectric operations and parks in Central Texas6. Verizon talks 5G SA, Slicing, and Small Cells
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Jan 6, 2024 • 21min

The G2 on 5G Podcast – Helium Mobile, T-Mobile 6x CA, Ericsson Aussie AgTech, SpaceX Launches for D2D, Will’s Forbes Retrospective, Japan’s Flying 5G Towers

In this 175th episode of The G2 on 5G, we cover:1. Helium Mobile rings in 30,000 subscribers in the new year2. T-Mobile’s 6-Carrier Aggregation Standalone 5G Test hits 3.6 Gbps without mmWave3. Ericsson helps deploy 5G for AgTech applications across Australia4. SpaceX launches first batch of satellites for Direct to Cell testing with T-Mobile5. Will’s Forbes retrospective on 5G predictions in 2023 and what’s in store for 20246. Japan’s flying 5G base stations set to take flight in 2025?
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Dec 31, 2023 • 32min

The G2 on 5G Podcast – 2023 Wrap Up – Satcom, FWA, Open RAN, Ericsson and Nokia, AI and 5G and 6G

In this 174th episode of The G2 on 5G, we cover:1. The SatCom space race heats up - can we call a winner?· Verizon and Kuiper· T-Mobile and SpaceX· AT&T and AST SpaceMobile· Rogers and Lynk· Amazon Project Kuiper, Sateliot and others 2. Fixed Wireless - The true first killer app for 5G, how much runway is left?· Verizon and T-Mobile keeping speeds high· A plethora of operators are rolling it out globally· Jio’s plan to address 200M users3. Open RAN - boom or bust? · Rakuten Symphony· NTT DoCoMo OREX· AT&T and Ericsson4. What’s going on with Ericsson and Nokia? Are we seeing a transition of spending away from the RAN and toward the core for Standalone?· Both companies have missed on earnings almost every quarter this year; Ericsson’s AT&T deal was the first meaningful jump in the stock’s price in a long time.· Both are $26 billion revenue companies with $20 billion market caps· What might reverse these companies’ fortunes?· What about Samsung?5. Did AI move the needle within telecom and 5G?· AT&T and NVIDIA· Broader improvement opportunities in security and resilience6. Should we start thinking about 6G now or wait for 5G to shake out?· The research cycle is usually ten years· What exactly makes 6G so different from 5G at this point?

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