The G2 on 5G: MNO Earnings, T-Mobile's 5G Advanced, AT&T's FWA Boost, Motorola's Razr Revival, Ericsson's Mining 5G, and Verizon's First Responder Slice
Welcome and Introduction- Will Townsend and Anshel Sag host episode 223 of G2 on 5G- Anshel joins from New York after attending Motorola launch eventQ1 Earnings for Major U.S. Mobile Network Operators- AT&T reports strong performance in fiber and mobility investments- T-Mobile experiences subscriber growth miss despite solid revenue- Verizon records strong earnings but faces subscriber lossT-Mobile's 5G Advanced Network- First commercial nationwide 5G advanced network in the U.S.- Potential for new use cases in XR, gaming, and safety applications- T-Mobile maintains lead in 5G network capabilitiesAT&T's 5G Fixed Wireless Access Performance- CEO John Stankey credits Ericsson for boosting FWA performance- AT&T adds 181,000 Internet Air subscribers in Q1- Positioning FWA as complementary to fiber expansionMotorola's New Razr Lineup- Introduction of high-end flagship tier for Moto Razr brand- New features include titanium hinge, improved cameras, and AI capabilities- Variety of models with different processors and specificationsEricsson's Private 5G Deployment in Mining- Partnership with Newmont for private 5G across 14 mines on four continents- Single Ericsson radio controlling bulldozer fleet in South Wales, Australia- Demonstration of 5G capabilities in enhancing mining operations and safetyVerizon's 5G Network Slice for First Responders- Launch of dedicated 5G ultra wideband virtual network slice- Deployment in 29 cities, offering enhanced reliability and performance- Competitive move to match AT&T's FirstNet and T-Mobile's T PriorityImportance of Use Cases and Competition in 5G- Discussion on the need for compelling use cases to drive 5G adoption- Emphasis on competition breeding innovation in the telecom industry
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28:42
The G2 on 5G: T-Mobile's 6G Tests, Google's Pixel 9a, Vodafone's IoT Milestone, RedCap Collaboration, AT&T's FirstNet Satellite Trials, and MediaTek's New Chips
Welcome and Introduction- Will Townsend introduces episode 222 of G2 on 5G- Anshel Sag joins as fellow analyst- Recording from Florida locationT-Mobile's 6G Equipment Testing- FCC grants T-Mobile request to test experimental prototype wireless equipment- Testing near Bellevue, Washington headquarters- Spectrum band in 7 GHz to 8.4 GHz range- Potential for 10-20 times more capacity and higher data ratesSpectrum Considerations for 6G- Discussion of 7 GHz and 12 GHz spectrum for 6G- Challenges with propagation characteristics above 6 GHz- Potential tricks to improve propagation for higher frequenciesGoogle Pixel 9a Launch- Mid-range device priced at $499- Same processor as flagship series with some compromises- Larger battery than flagship models- Downgraded modem compared to higher-end versionsVodafone's IoT Milestone- Vodafone connects 200 millionth IoT device- 50% year-over-year sales growth over last five years- Discussion of IoT monetization and network infrastructureGSA Forms 5G RedCap Special Group- Collaboration on RedCap networks, features, and product rollouts- Founding members include Ericsson, Huawei, Qualcomm, and MediaTek- Importance of standalone 5G networks for RedCap applicationsAT&T and AST Space Mobile FirstNet Trials- Testing direct-to-cell satellite connectivity over Band 14- Extension of FirstNet's mission-critical capabilities- Importance for emergency services and disaster responseMediaTek's New Chipset Announcements- Dimensity 9400 Plus for flagship phones- Companion Ultra for Chromebooks- Focus on AI performance and capabilities- Comparisons to Intel's offerings in the Chromebook marketNTT Data Center Services- Brief mention of NTT's position as third in the world for data center service delivery
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The G2 on 5G Podcast: Celona's AT&T Deal, HP GO, Dallas Cowboys' Cybersecurity, Lilo & Stitch 5G, T-Mobile's Network Security, and Hyundai's 5G AI Factory
Welcome and Introduction- Will Townsend and Anshel Sag discuss the latest insights on 5G technology.- Episode 221 of G2 on 5G, covering six topics in about 20 minutes.AT&T and Celona Partnership for Neutral Host- Announcement of AT&T and Celona collaboration for neutral host solutions.- Discussion on the viability and monetization of neutral host technology.- Stanford Healthcare highlighted as a use case for private networking and neutral host solution.HP Go's New Connected PC 5G Experience- Introduction of HP Go's connected PC 5G experience announced at HP Amplify.- Multi-carrier solution integrating AT&T, Verizon, and T-Mobile services.- Simplified activation process and management for IT departments.Dallas Cowboys and AT&T's Dynamic Defense- Exploration of the Dallas Cowboys' implementation of AT&T's Dynamic Defense.- Discussion on the importance of security for high-profile sports franchises.- Emphasis on the layered approach to security and complementary controls.Disney and T-Mobile 5G Collaboration- T-Mobile 5G used in the production of Disney's new Lilo and Stitch live-action film.- Benefits of 5G in film production, including improved speed and cost-efficiency.- Discussion on the long-standing relationship between Disney and T-Mobile.T-Mobile and Zscaler Partnership for Mobile Network Security- T-Mobile partners with Zscaler to enhance overall mobile network security.- Importance of layered security approach in mobile networks.- Discussion on the significance of digital experience monitoring for subscribers.Hyundai's Smart Factory in Georgia- Hyundai opens a massive smart factory in Georgia, leveraging 5G and AI technologies.- Overview of the factory's capabilities, including production capacity and automation features.- Discussion on the future of manufacturing and the role of automation in the automotive industry.Closing Remarks- Invitation for viewers and listeners to reach out about specific 5G topics for future podcasts.- Contact information provided for Will Townsend and Anshel Sag on social media.
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The G2 on 5G: Verizon's AI Assistant, Sateliot's Funding, Nvidia's 6G Push, T-Mobile's Spectrum Swap, SoftBank's Telco LLM, and Ampere Acquisition
Welcome and Episode Overview- Will Townsend hosts episode 220 of G2 on 5G- Anshel Sag joins as fellow analyst- Discussion of latest 5G and 6G developmentsVerizon's AI Assistant for Small Businesses- Launch of Verizon Business Assistant for customer interactions- Text-based chatbot to automate and improve engagement- Potential for retention and customer stickinessSateliot's Funding and Satellite Technology- €15 million grant from Spanish government- Compact "briefcase satellites" for IoT applications- Comparison with other satellite communication companiesNvidia's AI RAN and 6G Ambitions- Partnership with T-Mobile and Cisco for AI-native approach- Nvidia's influence on potential 6G standards- Aggressive positioning in telecom AI developmentT-Mobile's Spectrum Deal- Agreement with Grain Management LLC- Swap of 800 MHz for 600 MHz spectrum and cash- Strategic move to bolster T-Mobile's coverageSoftBank's AI and Telecom Initiatives- Development of Large Telecom Model (LTM)- Acquisition of Ampere Computing- Positioning for AI and telecom infrastructure growthClosing Thoughts and Contact Information- Invitation for listener feedback on 5G topics
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The G2 on 5G Podcast: T-Mobile's 5G Advance Plans, Intel's New CEO, Broadcom's Velosky Appliance, Vodafone's AI Energy Savings, Qualcomm's Edge Impulse Acquisition, and Viasat's Satellite Partnership
In this 219th episode of The G2 on 5G, we cover:1. T-Mobile's plans for 5G Advanced in the United States2. Intel appoints Lip-Bu Tan as permanent CEO3. Broadcom's Velosky converged 5G fiber and satellite appliance4. Vodafone UK and Ericsson use AI to reduce 5G network energy consumption5. Qualcomm acquires Edge Impulse to boost IoT capabilities6. Viasat and Space42 partner on direct-to-device satellite connectivityThe hosts discuss T-Mobile's 5G Advanced strategy, Intel's leadership change, Broadcom's new network solution, AI-driven energy efficiency in 5G networks, Qualcomm's IoT expansion, and developments in satellite connectivity. They provide insights on industry trends, technological advancements, and the competitive landscape in the 5G ecosystem.
About The G2 on 5G Podcast by Moor Insights & Strategy
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.
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