The G2 on 5G Podcast by Moor Insights & Strategy

著者: Anshel Sag and Will Townsend
  • サマリー

  • A 5G podcast about the latest inside info on what's going on in the 5G industry by two of the 5G industry's leading analysts, Anshel Sag and Will Townsend.
    Anshel Sag 2020
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あらすじ・解説

A 5G podcast about the latest inside info on what's going on in the 5G industry by two of the 5G industry's leading analysts, Anshel Sag and Will Townsend.
Anshel Sag 2020
エピソード
  • G2 on 5G Podcast: Snapdragon Summit Highlights, ARM vs. Qualcomm Dispute, AST Space Mobile's Defense Contract, iPhone 16 Sales Insights, AT&T, T-Mobile, Verizon Earnings, and FirstNet's New Spectrum Allocation
    2024/11/03

    Welcome and Introduction

    - Episode 208 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.

    - Apologies for the recent absence due to extensive travel schedules.

    Snapdragon Summit Insights

    - Will Townsend shares his experience attending the Snapdragon Summit in Maui.

    - Focus on AI-first experiences and Qualcomm's advancements in mobility and automotive sectors.

    - Discussion on the Snapdragon 8 Elite, likened to a mini data center tech stack.

    Qualcomm and ARM Dispute

    - Anshel Sag delves into the ongoing IP dispute between Qualcomm and ARM.

    - Exploration of the implications for both companies and the potential impact on the industry.

    - Discussion on the role of Nuvia's acquisition by Qualcomm in the dispute.

    AST Space Mobile Developments

    - Will Townsend highlights AST Space Mobile's recent achievements, including a Department of Defense contract.

    - Discussion on the company's role in the HALO program and future satellite launches.

    iPhone 16 Reception

    - Anshel Sag discusses the mixed reception of the iPhone 16 in the U.S. market.

    - Analysis of generous carrier offers and their impact on sales figures.

    - Insights into Apple's strategic moves and the introduction of Apple Intelligence.

    Earnings Season Overview

    - Will Townsend reviews recent earnings reports from AT&T, T-Mobile, and Verizon.

    - Highlights include T-Mobile's strong FWA 5G growth and AT&T's steady performance.

    - Discussion on Verizon's challenges and the innovative converged gateway product from AT&T.

    FirstNet Spectrum Expansion

    - Anshel Sag covers the FCC's decision to grant FirstNet additional spectrum.

    - Examination of the potential benefits for first responders and the broader implications for AT&T.

    Conclusion and Audience Engagement

    - Encouragement for listeners to provide feedback and suggest future topics.

    - Contact information for Will Townsend and Anshel Sag shared for audience interaction.

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    26 分
  • G2 on 5G Podcast: Episode 207 - AT&T's Leadership Shift, SpaceX & T-Mobile's Emergency Tech, Nokia & NTT's 5G Partnership, KT's NTN Breakthrough, Verizon's New CTO, and Apple's Upcoming 5G Modem Debut
    2024/10/09

    Episode 207: G2 on 5G - Insights and Updates

    Welcome and Introduction

    - Hosts Will Townsend and Anshel Sag kick off the episode with a light-hearted discussion about recent baseball games, highlighting the Padres' performance and the Astros' unexpected exit.

    AT&T Leadership Change

    - Will Townsend discusses the surprising departure of Chris Sambar, AT&T's network president, after over 20 years with the company.

    - Speculation around the reasons for his departure, with insights into potential management disagreements.

    - Discussion on Chris Sambar's future prospects and his potential move to AST Space Mobile.

    SpaceX and T-Mobile's Emergency Authorization

    - Anshel Sag covers the emergency authorization granted to SpaceX and T-Mobile for direct-to-cell technology in North Carolina.

    - The focus is on enabling basic SMS communication in areas lacking cell coverage, particularly for disaster recovery efforts.

    - Discussion on the temporary nature of this authorization and its potential future implications.

    Nokia and NTT Partnership on Private 5G

    - Will Townsend highlights the formal partnership between Nokia and NTT Data on private 5G networks.

    - Insights into the partnership's impact on smart city deployments, particularly in Brownsville, Texas.

    - Discussion on the flexibility and benefits of having multiple partners like Celona and Cisco for diverse use cases.

    KT and KTSAT's NTN Technology Milestone

    - Anshel Sag explains KT and KTSAT's claim of being the first to integrate a commercial 5G network with a geostationary satellite using NTN technology.

    - Discussion on the significance of this development and its potential impact on future satellite communications.

    Verizon's Restructuring and New CTO

    - Will Townsend discusses Verizon's recent restructuring, including the appointment of a new CTO from Vodafone and a reduction in workforce.

    - Insights into the strategic shifts at Verizon, particularly in relation to standalone 5G and millimeter wave technology.

    Apple's Upcoming 5G Modem

    - Anshel Sag shares insights on Apple's expected launch of its first 5G modem in the iPhone SE next year.

    - Discussion on the strategic reasons for launching the modem in the SE model and the potential implications for Apple's product lineup.

    Conclusion

    - The hosts wrap up the episode, inviting listeners to provide feedback and suggest topics for future episodes.

    - Encouragement to rate, subscribe, and tune in for the next episode.

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    20 分
  • The G2 on 5G Podcast Standalone Edition: AT&T's Space Strategy, AST's Satellite Launch, and Bridging the Digital Divide with Chris Sambar and Abel Avellan
    2024/09/26

    Welcome and Introduction

    - Will Townsend introduces the episode, featuring Chris Sambar, President of Networks for AT&T, and Abel Avellan, CEO of AST SpaceMobile.

    - The discussion kicks off with excitement about a recent rocket launch at Cape Canaveral.

    Rocket Launch Impressions

    - Chris Sambar shares his awe at witnessing a rocket launch for the first time.

    - Highlights the enthusiasm of AST SpaceMobile's investor base present at the event.

    Milestone Achievements for AST SpaceMobile

    - Abel Avellan discusses the significance of having five BlueBird satellites in orbit.

    - Explains the expected coverage and connectivity capabilities from the initial satellite launch.

    Design and Innovation in Satellite Technology

    - Avellan elaborates on the compact design and technological advancements of the BlueBird satellites.

    - Emphasizes the compatibility with existing mobile phones and the broadband capabilities of the satellites.

    AT&T's Strategic Partnership with AST SpaceMobile

    - Chris Sambar talks about AT&T's investment in AST SpaceMobile and his role on the board.

    - Describes the strategic advantage of satellite technology in providing coverage to remote areas.

    Job Creation and Economic Impact

    - Avellan highlights AST SpaceMobile's contribution to job creation in West Texas.

    - Discusses the transition of workers from the oil and gas industry to high-tech manufacturing roles.

    Bridging the Digital Divide

    - Avellan expresses his passion for providing equal economic opportunities through connectivity.

    - Discusses the transformative potential of mobile technology in underserved regions.

    AT&T's Commitment to Connectivity

    - Sambar outlines AT&T's efforts in expanding fiber networks and supporting digital learning.

    - Emphasizes the importance of broadband connectivity for societal advancement.

    Closing Remarks

    - Townsend wraps up the discussion, expressing gratitude to the guests.

    - Encourages listeners to engage with the podcast on social media and subscribe for future episodes.

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    24 分

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