The G2 on 5G Podcast by Moor Insights & Strategy

In this 191st episode of The G2 on 5G, we cover: 1. Samsung and O2 Telefonica vRAN and ORAN deployment 2. Qualcomm posts stellar Q1 2024 Earnings, showing significant strength in China 3. AT&T Turbo launch promises to boost 5G data connectivity 4. The FCC fines the big three (plus Sprint) $200 million for violating customers’s privacy 5. Insights from MediaTek’s Analyst Day 6. 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 Acquisition 3. 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 5G 2. Google promotes Rick Osterloh to head Android and Hardware teams to merge AI efforts 3. 5G DSS rides off into the sunset in the U.S. 4. Samsung Networks and Qualcomm hit 1024 QAM milestone with FDD and TDD spectrum 5. Industry veteran Mo Katibeh joins T-Mobile for Business as CMO 6. 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 network 2. 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 smartphone 4. 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 speeds 5. ViaSat jumps into the low earth orbit satellite direct to device game 6. 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 assets 2. 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 efforts 2. 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 solution 4. 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 capabilities 6. 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

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 7900 3. NTN and LEO satellite service continues to be hot - who’s still in front? AST SpaceMobile and Sateliot 4. 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 2 5. Nokia finds some renewed enterprise focus with Dell Technologies in private 5G networking and more 6. Qualcomm XR Hub, Boundless AR 5G Demo, Oppo Air Glass 3 and AR contacts are back?

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

In this 180th episode of The G2 on 5G, we cover: 1. Telus partners with Samsung Networks for LTE and 5G open and virtualized RAN 2. Verizon inks Private 5G deal with NHL 3. T-Mobile leans into uplink transmit switching for 5G uplink optimization 4. AT&T and FirstNet sign 10-year, $8 billion deal including 1,000 new sites, SA 5G 5. Nokia and Dell team up for private cellular networking 6. Vodafone HyperRealityHub

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 satellite 3. Could AI bring luster back to Rakuten Symphony? 4. Verizon claims 130K O-RAN capable radios 5. Ericsson, Qualcomm and MNO Elisa demo blazing fast uplink speeds in 5G SA 6. Why is the FCC stalling on T-Mobile’s 2.5 GHz spectrum?

In this 178th episode of The G2 on 5G, we cover: 1. Reliance Jio launches “Jio Brain” AI-based platform 2. Qualcomm & Apple Earnings 3. Apple extends its 5G modem licensing agreement with Qualcomm 4. AST SpaceMobile and FirstNet trial 5. Ericsson boosts 6G research with India-based university 6. Carrier Superbowl Prep - T-Mobile and Verizon

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 earnings 3. AST Space Mobile's recent $155M funding by Google, AT&T and Vodafone and Will’s Forbes analysis 4. OnePlus 12, 12R and Buds 3 launch and thoughts 5. T-Mobile and Nokia team up to speed up 5G FWA 6. Some Indian operators may be fined for slow 5G rollouts

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 Ring 3. 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 investment 5. LCRA Texas to test private cellular network in management of hydroelectric operations and parks in Central Texas 6. Verizon talks 5G SA, Slicing, and Small Cells

In this 175th episode of The G2 on 5G, we cover: 1. Helium Mobile rings in 30,000 subscribers in the new year 2. T-Mobile’s 6-Carrier Aggregation Standalone 5G Test hits 3.6 Gbps without mmWave 3. Ericsson helps deploy 5G for AgTech applications across Australia 4. SpaceX launches first batch of satellites for Direct to Cell testing with T-Mobile 5. Will’s Forbes retrospective on 5G predictions in 2023 and what’s in store for 2024 6. Japan’s flying 5G base stations set to take flight in 2025?

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 users 3. Open RAN - boom or bust? · Rakuten Symphony · NTT DoCoMo OREX · AT&T and Ericsson 4. 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 resilience 6. 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?

In this 173rd episode of The G2 on 5G, we cover: 1. Is Dish’s recent FCC lobby effort for spectrum holding policy hypocritical? 2. Verizon and Lockheed Martin’s 5G Spatial Computing Partnership using AWS and Hololight 3. NTT DoCoMo announces a taste perception technology platform leveraging sensors and 5G connectivity - what applications could it unlock? 4. China’s mobile shipments surged 20% in October; could this be part of the mobile rebound? 5. SK Telecom and Thales partner to boost 5G security with quantum encryption 6. Rogers and Lynk Global complete satellite to mobile phone call in Canada

In this 172nd episode of The G2 on 5G, we cover: 1. AT&T and Ericsson OpenRAN announcement - is it a watershed event? 2. T-Mobile deploys standalone 5G mmWave 3. Does Huawei Connect Europe signal its resurgence? 4. Beeper Mini Drama, Is Apple actively thwarting them? 5. Dish and EcoStar combo receives approval - but will it make a difference? 6. Telefonica and Nokia open 5G holographic lab in Spain utilizing SA technologies