Advertise on podcast: The G2 on 5G Podcast by Moor Insights & Strategy

Final Episode: Analyzing 5G, Verizon's Moves, and the Future of Telecom In episode 241 of the G2 on 5G podcast by More Insights and Strategy, hosts Will Townsend and Anshel Sag cover six pressing topics in the telecom industry. Will shares his news of leaving More Insights to start a new venture, marking the end of the podcast. The episode starts with a discussion on Verizon's aggressive price cuts on their plans, raising questions about potential price wars. They move on to discuss a report by Okla comparing cellular and WiFi performance at major US airports, with cellular often outperforming WiFi due to outdated infrastructure. The hosts then delve into NTT Docomo's advancements in 6G radio sensing technology and its applications, followed by Anshel's experiences with T-Mobile's expanded partnership with Formula One and their new 'un-carrier' moves to streamline carrier switching. Lastly, they review Nokia's puzzling decision to focus less on private cellular networking despite previous successes and Verizon's enhanced enterprise-class FWA solutions. The episode reflects on the journey of the podcast and hints at future individual projects in the telecom field.

Welcome and Introduction - Will Townsend welcomes Anshel Sag to episode 240 of G2 on 5G. - Coverage of six topics spanning 5G and 6G developments. T-Mobile's Edge Control Solution - Launch of Edge Control at fourth annual Innovate Awards. - Combines 5G advanced network with local breakout for private-like cellular experience. - Zero on-premise infrastructure requirement distinguishes this solution. - Strategic positioning against Verizon and AT&T in enterprise cellular offerings. Nvidia and Nokia Partnership - Extension of aerial RAN computer announcements for 6G. - Nvidia's billion-dollar investment in Nokia signals strategic alignment. - Partnership includes T-Mobile and Dell Technologies for server infrastructure. - Nokia stock surged 25% following the announcement. All-American AI RAN Stack - Announcement of domesticated supply chain for 6G development. - Nvidia's aerial platform moving to open source to accelerate adoption. - Full-stack solution involving Cisco, Mitre, and Booz Allen. - Focus on spectrum sensing and computer vision applications. Nvidia DGX Spark Developer Experience - Anshel Sag shares hands-on experience with DGX Spark device. - 200 gigabit connectivity and scalable memory capacity. - Simplified software stack enables AI deployment without extensive coding knowledge. Samsung Networks and SoftBank MOU - Joint research agreement for 6G and AI-based RAN technologies. - Four focus areas: 6G, AI for RAN, AI in RAN, and large telecom models. - Cultural significance of Korean-Japanese partnership in telecommunications. 5G Techratory Event Insights - Will Townsend's experience hosting panels in the Baltic region. - "Defense of 5G" panel discussion with European experts and skeptics. - Challenges in European 5G deployment due to fragmented regulation. - Delayed standalone 5G rollout creating similar frustrations as experienced in U.S. Fixed Wireless Access as Killer Use Case - FWA success in U.S. market with T-Mobile leading adoption. - AT&T's Internet Air product serving consumers and enterprises. Verizon's Fiber Expansion Strategy - New CEO driving aggressive fiber buildout through wholesale partnerships. - Deal with Eaton Fiber for network expansion without direct capital investment. - Following AT&T's successful fiber strategy after years of market leadership. Competitive Fiber Market Dynamics - AT&T's overinvestment in fiber driving strong ARPU and earnings performance. - T-Mobile's strategic shift toward fiber for backhaul and FWA support. - Verizon's Pac-Man approach with Frontier acquisition correcting previous divestiture. - Competition driving price improvements and better consumer options.

Welcome and Introduction - Will Townsend and Anshel Sag discuss the latest insights on 5G and 6G technologies. - Episode 239 of G2 on 5G, covering six topics in about 20 minutes. AT&T's 5G Standalone Deployment - AT&T declares nationwide 5G standalone deployment on October 8th. - Milestone achievement matching RAN and 5G core infrastructure. - Predictions of innovative services, especially in network slicing. Intel's Node Advancements - Discussion on Panther Lake and Clearwater Forest CPU developments. - Panther Lake running on Intel's new 18A Foundry Fab 52 in Arizona. - Clearwater Forest's 288-core CPU targeting telecom applications. Vodafone's Low Earth Orbit Satellite Research Hub - Launch of the first low earth orbit satellite mobile broadband research hub. - Partnership with AST Space Mobile for non-terrestrial network solutions. - Streamlining testing and validation of hardware and software. Verizon's Acquisition of Starry - Verizon acquires fixed wireless provider Starry. - Potential to grow fixed wireless base to 8-9 million customers. - Leveraging Starry's architecture for cheaper and quicker deployment in urban settings. Verizon CEO Transition - Hans Vestberg's sudden exit as Verizon CEO. - Discussion on the timing and potential reasons for the leadership change. - Comparison with previous CEO transitions and industry performance. AI Deals and Impact on 5G/6G - Analysis of major AI deals, including OpenAI and AMD partnership. - Potential effects on 5G and 6G network architectures and edge computing. - T-Mobile's strategic partnership with OpenAI and implications for the industry. Closing Remarks - Invitation for listeners to provide topics for future podcasts. - Contact information for hosts Will Townsend and Anshel Sag on social media. - Request for listeners to rate and subscribe to the podcast.

Welcome and Introduction - Will Townsend hosts episode 238 of G2 on 5G with analyst Anshel Sag - Podcast covers six 5G and 6G topics in about 20 minutes AST SpaceMobile's Breakthrough - Conducted first space-based 4G VoLTE call with Bell Canada - Includes voice, broadband data, and video streaming capabilities - Paves way for production and monetization Qualcomm Snapdragon Summit Highlights - Launch of two new SoCs for smartphones and PCs - Third-generation Orion custom processor outperforms competitors - Introduction of Guardian feature for remote PC management T-Mobile's T-Satellite Service Expansion - Announcement of app support for T-Satellite service with Starlink - Integration with T-Life app and other solutions like AllTrails and AccuWeather - Enhances usability for SOS and emergency situations MediaTek's Dimensity 9500 SoC - New flagship part using latest ARM IP - Improvements in performance, power efficiency, and ray tracing - Competitive positioning against Qualcomm in the Android market China's Infrastructure Security Measures - Implementation of rigorous certifications for foreign infrastructure providers - Slowing progress for companies like Ericsson and Nokia in the Chinese market - Reduction in market share for Western companies in China Ongoing Legal Dispute: Qualcomm vs. ARM - Recent settlement of one lawsuit, but continuation of legal battles - ARM's appeal of the verdict and Qualcomm's separate lawsuit - Discussion on the broader implications and potential outcomes Closing Remarks - Invitation for listeners to provide insights on specific 5G topics - Social media handles shared for Will Townsend and Anshel Sag - Request for listeners to rate and subscribe to the podcast

Welcome and Introduction - Will Townsend and Anshel Sag host episode 237 of G2 on 5G - Brief baseball discussion about the Astros and Padres Mavenir's AI Strategy - Mavenir CEO's focus on agentic AI to revitalize the company - Discussion on potential replacement of OSS with AI - Skepticism about the extent of AI's role in network operations Intel and Nvidia Partnership - Announcement of Intel and Nvidia's $5 billion partnership - Implications for 5G and 6G radio and AI at the edge - Potential impact on competitive dynamics in the semiconductor industry Voice over New Radio (VoNR) Launch in Spain - Mass Orange's commercial launch of 5G VoNR service - Benefits of VoNR including HD audio, lower latency, and improved capacity - Significance for the Spanish telecom market Meta's New AI Smart Glasses - Introduction of second-generation Meta Ray-Bans and Meta Oakley Vanguards - Features including improved battery life, image quality, and AI capabilities - Potential applications in sports and everyday use NATO's 5G Initiative for Military Communications - NATO's Multinational 5G (MN5G) initiative for defense purposes - Dual-use paradigm adapting civilian technologies for military applications - Potential civilian applications in critical infrastructure protection EchoStar's Spectrum Sell-off - EchoStar CEO Charlie Ergen's comments on becoming an "asset-light growth company" - Discussion on the forced pivot and its impact on the company's future - Implications for the telecom industry and spectrum availability Closing Remarks - Invitation for listener engagement and topic suggestions - Contact information for the hosts on social media

Welcome and Introduction - Will Townsend welcomes Anshel Sag to episode 236 of G2 on 5G - Overview of the podcast format: six topics covered in about 20 minutes Reliance's Upcoming IPO - Reliance preparing for a massive IPO in early 2026 - Aiming to raise $6 billion, potentially valuing the company at $112 billion - Discussion on Reliance's network infrastructure and subscriber base - Analysis of the IPO's purpose and potential impact on investors Apple's Latest Product Announcements - Overview of new iPhone 17 series, including the iPhone Air - Introduction of 5G capabilities in all new Apple Watch versions - AirPods Pro 3 features, including improved noise cancellation and heart rate sensor - Discussion on Apple's new chips: A19 SoC, C1X modem, and N1 wireless chip Ericsson's AI Framework for Enterprise Networks - Ericsson's Enterprise Wireless Group claims first 5G agentic AI framework - Framework designed to streamline enterprise network operations - Comparison with competitors like HPE and Cisco in the private wireless space SpaceX's Spectrum Acquisition from EchoStar - SpaceX's $17 billion transaction for EchoStar's spectrum licenses - Implications for Dish Network and the US mobile carrier landscape - Discussion on potential Starlink direct-to-cell service for Boost Mobile subscribers T-Mobile's Shift Away from CBRS Spectrum - T-Mobile moving past CBRS spectrum for neutral host applications - Analysis of the impact on the CBRS ecosystem and companies like Solana - Discussion on T-Mobile's Advanced Network Solutions (ANS) and private network deployment T-Mobile's Role in LA 2028 Olympics - T-Mobile for Business to provide 5G connectivity for LA 2028 Olympics - Coverage agreement for over 110 locations across Southern California - Deployment of advanced network solutions, including network slicing and secure connectivity Closing Thoughts - Reflection on the power of 5G for large-scale events like the Olympics - Invitation for listeners to provide insights on specific 5G topics - Request for podcast ratings and subscriptions

Welcome and Introduction - Will Townsend and Anshel Sag host episode 235 of G2 on 5G - Coverage of six topics in about 20 minutes T-Mobile Innovation Summit and Executive Changes - T-Mobile's Innovation Summit and analyst forum in Bellevue - Executive changes: Ulf Ewoldson replacing Neville Ray, Callie Field departing - Introduction of Super Mobile for enterprises AT&T's Spectrum Acquisition from Dish - AT&T acquires low and mid-band spectrum from Dish for $23 billion - Impact on AT&T's competitive position against T-Mobile and Verizon Ericsson Joins Swedish AI Consortium - Ericsson participates in Swedish AI company formation - Potential applications in AI RAN and network programmability Apple Event Invitations and Rumors - Apple event scheduled for September - Speculation about Apple Watch potentially getting 5G capabilities Nokia's Lawsuit Against Paramount Skydance - Nokia files lawsuit alleging infringement on video streaming technology patents - Discussion on Nokia's diverse technological portfolio Google Pixel 8 Launch - Introduction of Tensor G5 chip and new camera features - T-Mobile network capabilities for satellite messaging and data Balancing Work and Personal Life - Will's plans to watch college football over the long weekend - Anshel's preparation for UK trip and ARM visit

Welcome and Introduction - Anshel Sag and Will Townsend host episode 234 of G2 on 5G - Podcast covers six topics in about 20 minutes, focusing on 5G and 6G insights Deutsche Telekom's AI Gigafactory Plans - Plans to build an AI Gigafactory by 2026 - Partnership with Nvidia and Brookfield - Discussion on potential success and edge AI applications Reliance Jio's 5G Network Slices in India - Launch of 10 new nationwide 5G network slices - Includes IoT, gaming, FWA, and mission-critical services - Reliance Jio becomes world's leading FWA provider with 7.4 million subscribers T-Mobile's Water Utility Transformation - Collaboration with Fluid Conservation Systems for IoT and leak detection - Acoustic water leak solution using sensors - Environmental impact and efficiency improvements in water management AST SpaceMobile's Global S-band Spectrum Deal - Agreement to acquire S-band priority rights under ITU - $64.5 million deal expected to close in second half of 2023 - Potential for AST SpaceMobile to deploy its own service globally Celona's New Airflux Architecture - Launch of Airflux, moving core processing to the cloud - Simplifies private 5G deployment, making it as easy as Wi-Fi - Uses NXP SoCs and Qualcomm modems for processing Wi-Fi 7 Travel Routers from D-Link and TP-Link - TP-Link BE3600: Compact, USB-C powered Wi-Fi 7 travel router - D-Link G572: 5G NR BE7200 Wi-Fi 7 router with built-in 5G modem - Discussion on use cases and benefits of portable Wi-Fi 7 routers Closing Remarks - Invitation for listeners to provide topic suggestions - Contact information for hosts: Will at @WhaleTownTech and Anshel at @AnchosAg - Reminder to rate and subscribe to the podcast

Welcome and Introduction - Will Townsend and Anshel Sag host Episode 233 of the G2 on 5G podcast - Overview of six topics covered in about 20 minutes Telefonica's Strategic Infrastructure Decisions - Phasing out Huawei in Spain and Germany, but not in Brazil - Discussion on regulatory environments and cost considerations - Implications for mobile network security and operations EchoStar, Dish, and Boost Mobile Financial Maneuvers - Avoiding default through last-minute interest payment - Ongoing negotiations with FCC and spectrum concerns - Potential merger considerations with Mobile X Nokia's Subsea Cable Deals - Recent contracts for connections between Jakarta-Singapore and North Africa-Europe - Strategic importance for Nokia's revenue expansion - Potential implications for Chinese infrastructure replacement Wi-Fi 8 Specification Release - Known as 802.11bn, focusing on reliability and real-world performance - Improvements in throughput, latency, and packet delivery - Timeline for certification and potential hardware availability AT&T and Ericsson's Open RAN Milestone - Deployment of third-party RAN application (rApp) in live production network - Significance for multi-vendor programmability in networks - Discussion on the current state of Open RAN implementation Samsung's Foldable Phone Success - Impressive pre-order numbers for Galaxy Z Fold 7 and Flip 7 - Notable improvements in design, particularly thinness - User experience insights and potential impact on the market Apple's Potential Foldable Phone Entry - Speculation on Apple's future foldable device - Comparison with Samsung's current offerings - Market anticipation and potential release timeline Closing Remarks - Invitation for listener engagement and topic suggestions - Social media contact information for hosts - Request for podcast ratings and subscriptions

Welcome and Introduction - Will Townsend hosts episode 232 of G2 on 5G, covering six topics in about 20 minutes - Analyst Anshel Sag joins as co-host Earnings Season Updates - AT&T and T-Mobile post strong quarterly results - AT&T reaches 1 million fixed wireless access subscribers - T-Mobile reports impressive postpaid net adds and revenue growth Low Earth Orbit Satellite Race - T-Mobile's T-Satellite service now generally available - AT&T and AST Space Mobile achieve first voiceover LTE call using satellite - Competition driving innovation in satellite connectivity Microsoft's New Surface 5G Laptop - Surface Laptop 5G designed for portable business use - Features dynamic antenna system with six strategically placed antennas - Supports both eSIM and Nano SIM, weighs under 3 pounds Connectivity Challenges in the Florida Keys - Will Townsend shares personal experience with patchy coverage - Highlights potential impact on tourism, commercial fishing, and emergency alerts - Calls for mobile network operators to invest in infrastructure improvements T-Mobile's L4S Technology - First carrier to deploy L4S (Low Latency, Low Loss, Scalable Throughput) - Part of 5G Advanced Release 18 standard - Aims to improve streaming experience and lower latency Closing Remarks - Hosts invite listener feedback on specific 5G topics - Encourage audience to rate, subscribe, and tune in next week

Welcome and Introduction - Will Townsend hosts a special standalone edition of G2 on 5G - Guests Nathan Howe and Ken Urquhart from Zscaler join the podcast Zscaler Cellular Overview - Nathan explains Zscaler Cellular as the next evolution in connecting customers to Zero Trust Exchange - Enables cellular devices to connect directly to Zscaler customer policy - Provides zero trust controls and protection for cellular-connected devices globally Implementation and Innovation - Ken highlights the straightforward yet innovative implementation using SIM technology - Eliminates need for client software or network modifications - Enables zero trust cybersecurity from the transmitter back to the Internet End Device Applications - Nathan discusses diverse applications, from vending machines to prisoner ankle trackers - Three main areas: headless devices, direct to Internet, and secure remote access - Unique position in brokering connections through Zscaler policy engine Scalability and Device Support - Ken confirms Zscaler's ability to handle massive numbers of devices - Processes over 600 billion transactions daily with room for growth - Supports high-bandwidth applications like 4K video and remote equipment operation Consumer and Enterprise Applications - Discussion of potential consumer uses, focusing on enterprise user benefits - Multi-carrier roaming capabilities for global connectivity - Customizable data plans and pricing options for various customer needs Availability and Contact Information - General availability announced for August 1st - Customers can reach out via [email protected] for inquiries and partnerships Security and Privacy Considerations - Potential for anonymizing connections through Zscaler exchange - Emphasis on proper use and adherence to local laws Closing Remarks - Zscaler Cellular provides additional layer of protection beyond 5G encryption - Hosts encourage audience engagement and feedback for future topics

Welcome and Introduction - Will Townsend and Anshel Sag host episode 230 of G2 on 5G - Podcast covers six topics in about 20 minutes AT&T's Autonomous Networks - Will discusses fireside chat with AT&T's network CTO Igal Abez - Focus on AT&T's contributions to TM Forum's autonomous networks initiative - Exploration of generative and agentic AI for network automation The "Big Beautiful Bill" and 5G/6G Implications - FCC regains spectrum auction authority - 800 MHz of spectrum to be allocated over next four years - Rescinding of $850 million for semiconductor supply chains in 5G/6G technologies Orange and Samsung's vRAN Deployment in France - Completion of first 4G and 5G calls on pilot Orange network - Use of Samsung's CRAN technology and triple band radios - Discussion on the efficiency of virtualized RAN deployments AT&T's Response to Presidential Criticism - POTUS criticism of AT&T for a problematic conference call - AT&T's response denying network issues - Challenges of large-scale conference calls discussed LG's Private 5G Network in Tennessee - LG implementing private 5G for home appliance manufacturing - Facility capable of producing a washing machine every 13 seconds - Transition from Wi-Fi to 5G for deterministic connectivity in manufacturing T-Mobile's Florida Expansion - $2 billion investment to improve coverage for 22 million Floridians - Upgrades to support emergency response and smart city initiatives - Significant increase in average 5G download speeds since 2021 Closing Remarks - Upcoming travel plans for hosts - 4th of July wishes to listeners - Invitation for audience engagement and podcast ratings

Welcome and Introduction - Will Townsend hosts episode 229 of GTO and 5G podcast - Anshel Sag joins as fellow analyst HPE Aruba Networking's Private 5G Partner Program - HPE's acquisition of Athonet and turnkey private 5G solution - New competency program to train channel partners on cellular technology - Focus on operational technology environments 3GPP Release 20 and the Path to 6G - Release 20 as a primer for 6G's first release (Release 21) - Key improvements: wireless AI, coverage, mobility, MIMO evolutions - Setting the stage for 6G technical study items T-Mobile's T Satellite Launch - Commercial availability set for July 23rd - Initial support for SMS, MMS, and short audio clips - Data service launch planned for October 1st - Free emergency 911 for all compatible devices AST Space Mobile's Defense Communications Proof of Concept - Collaboration with Fairwinds Technologies - Field test including tactical assault kit connectivity and secure video calls - Demonstration of military applications for satellite-to-phone technology EchoStar's Financial Maneuvers - $500 million debt interest payment made - 30-day grace period elected for July 1 payment - Ongoing "high-stakes game of chicken" with regulators Cloudflare and Spectrum Discussions - Concerns about EchoStar's spectrum usage - Potential influence of political factors on regulatory decisions

Trump Mobile's Gold 5G Service Launch - Discussion of Trump Mobile's new 5G service offering - Pricing strategy and planned device offerings - Analysis of the service as an MVNO using major carrier networks - Skepticism about the value proposition and potential legal issues Satellite Connectivity Testing - Anshel Sag's experience testing satellite services during a camping trip - Comparison of T-Mobile, Verizon, and AT&T satellite offerings - Observations on indoor/outdoor functionality and ease of use - Potential applications for emergency situations and rural connectivity AST SpaceMobile and Vodafone Partnership in India - Collaboration to provide direct-to-device connectivity in rural India - Focus on bridging the digital divide in underserved areas - Integration of satellite and terrestrial infrastructure T-Mobile's WPGA Championship Technology Showcase - T-Mobile's partnership with WPGA for golf technology innovations - Autonomous driving range ball picker and real-time swing analysis - Mixed reality putting simulator and AI-powered video highlights - Enhanced broadcast capabilities with real-time stats integration Nokia's Autonomous Network Fabric Launch - Introduction of Nokia's new network automation platform - Integration of security into the networking layer - Use of agentic AI for network management and automation - Projected adoption curve and industry impact by 2026 6G Development and Future Implications - Recent 3GPP discussions on 6G specifications and timelines - MIT's photonics processor advancements for 6G signal processing - NIST's focus areas for 6G development - Potential military applications and security concerns for 6G technology Podcast Evolution and Audience Engagement - Consideration of transitioning the podcast focus from 5G to 6G - Invitation for listener feedback on potential rebranding

Welcome and 5th Anniversary Celebration - Will Townsend and Anshel Sag mark the 5th anniversary of their podcast - Discussion on the podcast's evolution alongside 5G and 6G technologies Nokia's Leadership in Drone and Robotics Consortium - Nokia spearheads a new European Union initiative named Proactive - Project aims to redefine emergency management and critical infrastructure - Projected revenue of 90 million euros by 2035 - Involvement of 40+ European tech companies from 13 countries T-Mobile's Partnership with Sail GP - T-Mobile's 5G network enhancing sailing competition broadcasts - Implementation of AI-enabled autonomous buoys and IoT sensors - Significant improvement in broadcast capabilities, from 10-30 Mbps to 16 simultaneous HD streams AT&T's Fiber Network Milestone - AT&T reaches 30 million locations with fiber connectivity - Company on track to meet 60 million location goal by 2030 - Discussion on the impact on bridging the digital divide and mobile network backhaul Nvidia's European AI and 6G Initiatives - Partnerships with European operators for AI cloud development - Focus on sovereign AI and privacy-centric solutions - Collaboration with over 200 companies and universities for 6G research - Emphasis on AI-native wireless networks for 6G New Zealand's First Private 5G Network - Collaboration between Spark and Air New Zealand at Auckland airport - Focus on logistics management using drones and robots - Implementation of digital twin and computer vision applications Spectrum Allocation in U.S. Politics - Discussion of the "One Big, Beautiful Bill" and its spectrum allocation provisions - Shift from 600 MHz sub-3 GHz to 800 MHz above 3 GHz - Debate on the merits of bundling spectrum allocation with other political issues Closing Thoughts - Invitation for listener engagement and topic suggestions - Reminder of hosts' social media handles for further interaction