00:00 Podcast Welcome and Weekend Catchup 00:53 Artemis Mission Highlights 01:20 Laser Link 4K Streaming 03:06 Space Selfies and Radiation 05:06 Brands Watches and Hype 06:13 6G Standards Update from Japan 11:39 SA Only Path to 6G 14:02 AT&T One Connect Bundle 16:45 Cable vs Telco Bundle Wars 19:24 AI RAN GPUs at the Edge 23:23 Inference Takes Over 23:49 GPUs in Base Stations 26:00 Carrier Reality Check 27:19 Where Compute Belongs 29:56 Timing the Edge Bet 30:40 Terra Fab Reality 31:46 Fab Timeline and Costs 33:47 Austin Supply Chain Logic 36:01 Space Data Center Skepticism 38:29 D2D Spectrum Leasing 42:19 Airlines and Spectrum Swaps 43:32 D2D Market Limits 45:32 Consolidation and 2030 Outlook 46:06 Wrap Up and Thanks

In a post–MWC 2026 episode of the 6G Podcast, Anshel Sag and Mike Dano recap show takeaways, including heavy Qualcomm news: Snapdragon Wear Elite for AI wearables (including a future Galaxy Watch), FastConnect 8800 Wi‑Fi 8 with quad radios and 4x4 client throughput, an AI 200 rack-scale data center solution, and the Snapdragon X105 5G-Advanced modem with 6G testing potential. They discuss a turning point for AI wearables and privacy concerns, especially smart glasses. Dano’s main takeaway is accelerating satellite momentum, citing Starlink’s second-gen direct-to-device plans and activity from SES, Viasat/Space42, Eutelsat/OneWeb, AST SpaceMobile/Telus, Amazon Kuiper/Vodafone, Samsung, and Qualcomm satellite demos. Sag outlines Nvidia’s telecom strategy with Nokia and others to improve RAN efficiency, add AI features like ISAC, and later enable edge compute, then flags LA Olympics 2028 as a likely 6G milestone, and closes with MWC device highlights and questions about edge security and sovereign AI.

00:00 MWC Recap Kickoff

00:23 Travel Chaos and Jet Lag

01:55 Qualcomm MWC Blitz

03:59 AI Wearables and Smart Glasses

06:40 Satellite Internet Surge

10:46 Nvidia Enters the RAN

16:07 6G Countdown LA 2028

18:39 MWC Device Roundup

23:52 Edge Compute Security Questions

29:16 Sovereign AI and Operator Clouds

31:06 ISAC and Public Safety Shift

31:39 Wrap Up and Subscribe

00:00 Welcome & New Co-Host Mike Dano Joins the 6G Podcast

01:10 Why the Rebrand Now: 5G Lull, MWC & Samsung Unpacked Tease

02:03 5G Americas Shuts Down: What It Says About the Market Cycle

05:41 Samsung + KT Hit 3 Gbps in 7 GHz: Early 6G Trial Reality Check

07:32 Where 6G Spectrum Lands: 7 GHz, Propagation, and Terahertz Hype Fades

12:58 Ookla Report Spotlight: 5G Standalone Boosts Battery Life (and Why It Matters)

17:54 Kinetic Tokens & Physical AI: T-Mobile’s Vision for Low-Latency 6G

22:51 Is T-Mobile’s “GPU in Every Base Station” Plan Actually Viable?

24:16 The Edge Compute Case: Double-Dipping GPUs for AI + XR Graphics

26:29 AI Wearables, AR Glasses, and Why 6G Timing Could Favor T-Mobile

28:27 The $710B Data Center Boom: What Hyperscaler Spend Means for Telecom

30:36 Powering AI: Natural Gas, Turbines, and the Nuclear Buildout Debate

31:25 Neo-Clouds & AI Transport: Private Backbone Links, Akamai GPU Rentals, and Wall Street Doubts

37:40 Microsoft + Ericsson Bring Enterprise 5G Management Natively to Windows 11

40:00 Why 5G Laptops Still Haven’t Taken Off (Cost, Plans, Battery, Coverage)

41:41 What Changes in 6G: Apple Modems, Multi-Carrier Service, and the Road Ahead (Wrap-Up)

- 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.

- 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.

- 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

- 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

- 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

- 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

- 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

- 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

- 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

- 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 sim_srm@zscaler.com 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

- 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

- 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

- 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

- 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

- Will Townsend welcomes Shahid Ahmed, who leads NTT DATA's private 5G initiatives

- Discussion of Shahid's role in New Ventures and Innovation at NTT DATA

Private 5G Momentum in 2025

- Identification of 2025 as a pivotal year for private cellular and 5G adoption

- Three major forces driving demand: device availability, spectrum allocation, and improved economics

Device Ecosystem Development

- Progress in natively supported 5G devices for enterprises

- Impact on deployment timelines and customer readiness

Spectrum Availability Challenges

- Regulatory hurdles in spectrum allocation across different geographies

- Recent improvements in spectrum accessibility for enterprises

Economics of Private 5G

- Shift towards "Wi-Fi economics" for private 5G deployments

- Cost comparisons between Wi-Fi and 5G implementations in large-scale environments

Edge AI and Agentic AI in 5G Networks

- Distinction between Edge AI and large language models

- Applications of Edge AI in manufacturing and autonomous systems

- Role of Agentic AI in business process workflows

Factory of the Future Concept

- NTT DATA's focus on enabling advanced manufacturing environments

- Integration of robotics, automation, and connectivity in dark factories

Convergence of Wireless Technologies

- Emerging integration of 5G and Wi-Fi on single radio platforms

- Implications for seamless connectivity in various settings

Security Challenges in Network Transformation

- Increased security concerns with automation and IP network integration

- Ongoing nature of security challenges in modernized infrastructures

NTT DATA's Comprehensive Service Offerings

- NTT DATA's position as a major data center service provider

- Private 5G as an entry point for broader network architecture transformation

Partnership Highlights

- Collaboration with Cisco, including ESIM integration in Meraki and Catalyst products

- Simplification of device provisioning and configuration processes

- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.

- Reflection on the longevity of their roles as analysts.

AT&T's Fiber Expansion

- AT&T acquires Lumen's fiber portion for nearly $6 billion.

- Expansion adds over 4 million consumer locations, primarily on the West Coast.

- AT&T's goal to reach 60 million locations by 2030.

Spectrum Auctions and Political Involvement

- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.

- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.

- Consideration of revenue generation through government spectrum monetization.

Upper 12 GHz Spectrum for Satellite Connectivity

- FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers.

- Potential impact on companies like AST Space Mobile and Starlink.

- Importance of fair allocation in potential auctions.

Apple's 6G Preparations

- Indications of Apple's focus on 6G development and hiring.

- Analysis of Apple's potential strategies for 6G involvement and IP portfolio building.

- Discussion on the importance of Apple's participation in 6G standard-setting.

AWS Ends Private 5G Solution

- AWS announces the end of its private 5G solution launched in 2021.

- Analysis of challenges faced, including competition and complexity.

- Reflection on the difficulties of entering the telco space for hyperscalers.

Xiaomi's New SoC Launch

- Introduction of Xiaomi's Xring 01 SoC using ARM technology.

- Analysis of the SoC's positioning and potential market impact.

- Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips.

Closing Thoughts

- Invitation for listener engagement and topic suggestions.

- Memorial Day wishes for veterans.

- Will Townsend and Anshel Sag return for Episode 224 of "The G2 on 5G"

- Overview of six topics covered in about 20 minutes

AST Space Mobile's New Consumer Satellite Service

- Announcement of beta service by end of year, commercial service in 2026

- Potential offerings: text, internet data, video conferencing

- Shift from middleware approach to direct consumer service

EchoStar FCC Investigation

- FCC investigating EchoStar's 5G network and spectrum usage

- SpaceX's complaints about EchoStar's power levels and spectrum utilization

- Concerns about impartiality and potential political influences

MWC Las Vegas Evolution

- Rebranding as enterprise-focused event

- Challenges in attracting attendees and finding its footing

- Discussion on the event's future viability

T-Mobile Network Performance

- OOKLA data showing impressive network speeds

- Demonstration of 550Mbps uplink on sub-6 connection

- Comparison of network performance across Samsung Galaxy Ultra models

Mobile Operator Security Partnerships

- AT&T and T-Mobile partnerships with Palo Alto Networks

- Focus on enhancing cybersecurity posture for owned and unowned networks

- T-Mobile's 5G SASE solution and security slice offerings

Xiaomi's Smartphone SoC Announcement

- Xring 01: Xiaomi's first in-house smartphone SoC

- Expected to be built on TSMC's 4nm process

- Implications for Chinese smartphone manufacturers and government efforts

Closing Remarks

- Invitation for listener engagement and topic suggestions

- Contact information for Will Townsend and Anshel Sag

- Will Townsend and Anshel Sag host episode 223 of G2 on 5G

- Anshel joins from New York after attending Motorola launch event

Q1 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 loss

T-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 capabilities

AT&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 expansion

Motorola'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 specifications

Ericsson'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 safety

Verizon'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 Priority

Importance 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

- Will Townsend introduces episode 222 of G2 on 5G

- Anshel Sag joins as fellow analyst

- Recording from Florida location

T-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 rates

Spectrum 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 frequencies

Google 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 versions

Vodafone'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 infrastructure

GSA 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 applications

AT&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 response

MediaTek'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 market

NTT Data Center Services

- Brief mention of NTT's position as third in the world for data center service delivery

- 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.

- Will Townsend hosts episode 220 of G2 on 5G

- Anshel Sag joins as fellow analyst

- Discussion of latest 5G and 6G developments

Verizon'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 stickiness

Sateliot's Funding and Satellite Technology

- €15 million grant from Spanish government

- Compact "briefcase satellites" for IoT applications

- Comparison with other satellite communication companies

Nvidia'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 development

T-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 coverage

SoftBank's AI and Telecom Initiatives

- Development of Large Telecom Model (LTM)

- Acquisition of Ampere Computing

- Positioning for AI and telecom infrastructure growth

Closing Thoughts and Contact Information

- Invitation for listener feedback on 5G topics

1. T-Mobile's plans for 5G Advanced in the United States

2. Intel appoints Lip-Bu Tan as permanent CEO

3. Broadcom's Velosky converged 5G fiber and satellite appliance

4. Vodafone UK and Ericsson use AI to reduce 5G network energy consumption

5. Qualcomm acquires Edge Impulse to boost IoT capabilities

6. Viasat and Space42 partner on direct-to-device satellite connectivity

The 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.

- Will Townsend and Anshel Sag discuss key highlights from MWC Barcelona 2025

- Overview of AST Space Mobile's joint venture with Vodafone Group called Satco

- Insights on Qualcomm and MediaTek's new 5G modem announcements

AST Space Mobile and Vodafone Partnership

- Joint venture Satco aims to support fragmented mobile network operators in Europe

- Provides turnkey solution with managed networking stack and operations

- Focus on digital sovereignty within the European Union

- Broadband capabilities beyond text messaging, including video calls

Advancements in 5G Modems

- Qualcomm introduces X85 modem with 12.5 Gbps throughput

- MediaTek announces M90 modem with 12 Gbps capability

- Both modems feature improved power efficiency and AI enhancements

- Inclusion of NTN satellite connectivity capabilities for IoT and NR

Open Telecom AI Platform Launch

- AMD, Cisco, Nokia, and Reliance Jio collaborate on new AI initiative

- Aims to democratize access to modern AI through disaggregated networking infrastructure

- Reliance Jio's role as a catalyst with 500 million subscribers

5G XR Trials

- Ericsson partners with T-Mobile and Qualcomm for 5G XR trials

- Demonstration of AR streaming on T-Mobile's commercial network

- Focus on thin, light AR glasses and distributed compute solutions

Security in Telecom

- Palo Alto Networks introduces Prisma SASE 5G solution

- Addresses security challenges in vast device ecosystems

- Provides monetization opportunities for mobile network operators

MWC Device Announcements

- Xiaomi Buds Pro 5 with Wi-Fi for lossless audio

- Concept phones with attachable camera lenses from Xiaomi and Realme

- Lenovo's foldable and solar-powered laptop concepts

- Various ultra-slim phone designs and foldable prototypes

- Will Townsend introduces episode 217 of G2 on 5G

- Anshel Sag joins as fellow analyst

Telecom AI Developments

- Will's Forbes article on global mobile network operators using AI

- Focus on AT&T, NTT Docomo, T-Mobile, Verizon, and Vodafone

- AI improving customer support and operational efficiency

- Potential to reduce subscriber churn

AT&T and AST SpaceMobile Milestone

- Successful video call using Bluebird satellites

- Call initiated from Midland, Texas to AT&T in Dallas

- Demonstrates stability, throughput, and latency of satellite connection

- Potential applications for first responders and rural areas

NTT and Palo Alto Networks Partnership

- Collaboration to enhance security of NTT's private 5G platform

- Integration of Palo Alto's next-generation firewall solution

- Addressing security needs in operational technology environments

Qualcomm's New Brand: Dragon Wing

- Launch of Dragon Wing brand for enterprise and infrastructure products

- Separation from consumer-focused Snapdragon brand

- Covers cellular infrastructure, networking, and industrial IoT

- Qualcomm modem and other chipsets retain Qualcomm branding

Mobile World Congress Barcelona 2024 Expectations

- Increased focus on low Earth orbit satellite discussions

- AI RAN (Radio Access Network) developments

- Nvidia's evolving role in AI for telecommunications

- Potential for AI to drive 5G demand

AI in Enterprise and Network Applications

- Shift from consumer-focused AI to enterprise use cases

- AI's potential in improving network operations and security

- Examples of AI applications in various industries

Closing Thoughts

- Invitation for listener feedback on future 5G topics

- Contact information for Will Townsend and Anshel Sag

- Will Townsend welcomes Anshel Sag to episode 216 of G2 on 5G.

- Overview of the podcast format: six topics covered in about 20 minutes.

T-Mobile's T Priority 5G Slice for First Responders

- Announcement of four new enhancements to T-Mobile's network for first responders.

- New York City's exclusive use of T-Mobile's network for first responder applications.

- Partnerships with Samsung, GTAC, and Skydio.

- Benefits for individual first responders, including free network access.

- $2 million donation to the Tunnel to Towers foundation.

Apple's First 5G Modem Launch

- Introduction of Apple's C1 5G modem in the iPhone 16e.

- Discussion of the modem's development history and capabilities.

- Analysis of the iPhone 16e's features and pricing strategy.

Airspan's Resurgence and Strategic Moves

- Airspan's acquisition of Corning Wireless's business.

- Company's focus on Open RAN and private networks.

- Recent $42 million grant for RAN development.

Vodafone's 5G Coverage Plans for Spain

- Vodafone's goal to cover 90% of Spain's population with 5G by year-end.

- Deployment strategy focusing on 700 MHz spectrum.

- Expansion to rural and small town areas.

Red Hat, Druid, and NAP Attack Partnership

- Collaboration for private 5G network edge deployments.

- Druid's re-architected 5G core for distributed private deployments.

- Nappatech's role in user plane function offload.

Oppo and Huawei's Foldable Phone Launches

- Oppo's Find N5 introduction as the world's thinnest foldable phone.

- Huawei's Mate XT trifold expansion to markets outside China.

- Discussion of specifications and pricing for both devices.

Closing Remarks and Future Plans

- Anshel's upcoming trip to New York for Amazon's device launch.

- Will's plans for Mobile World Congress.

- Invitation for listeners to provide insights on 5G topics for future podcasts.

1. Nokia's appointment of former Intel executive Justin Hotard as new CEO

2. T-Mobile and SpaceX's satellite connectivity partnership announcement

3. O2 Telefonica's 5G REDCAP trial with Germany's energy sector

4. CTIA and 5G Americas coalition to challenge cable industry dominance

5. Ericsson's deployment of a private cellular network across 68 Texas counties

6. Orange's partnership with Mistral AI for AI use cases in Europe

The hosts discuss these developments, offering insights on leadership changes, innovative connectivity solutions, industry competition, and AI advancements in the telecom sector.

- AT&T reported over a million fiber adds for 2024

- Conversation with Jennifer Robertson, leader of AT&T's mass markets consumer group

- Discussion of AT&T guarantee, AST Space Mobile partnership, and convergence strategy

- Convergence driving simplification, with 40% of customers taking advantage by end of 2024

Verizon's AI Connect Platform

- Announcement of Verizon's AI Connect platform

- Collaboration with Nvidia, Vultr, Google Cloud, and Meta

- Focus on edge compute and AI deployments for business customers

- Potential applications for XR technologies

Ericsson's North American Growth

- Ericsson reported 54% market growth in North America

- Execution in the region, including creation of federal sales teams

- Potential impact of open RAN initiatives

- Sustainability of growth and global expansion challenges

Vodafone and AST Space Mobile Breakthrough

- World's first space video call using standard mobile phone and commercial satellites

- Test conducted on 4G and 5G smartphones

- Plans for commercial direct-to-smartphone broadband satellite service in Europe by 2025-2026

Telefónica's Gen AI Platform

- Telefónica's tech unit launching its own Gen AI platform

- Aimed at helping companies create customizable systems for complex problem-solving

- Unconventional approach compared to other mobile network operators

Apple and T-Mobile Earnings

- Apple reported better than expected earnings despite reduced iPhone shipments

- T-Mobile added 900,000 monthly subscribers, mostly for premium 5G plans

- T-Mobile's record growth year, with significant increases in revenue and net income

- T-Mobile's expansion in business services and network reliability

Industry Trends and Future Outlook

- Discussion of agentic AI and its growing importance in the tech industry

- Expectations for improved AI features from Apple in the coming quarter

- T-Mobile's plans for 6G development with Nvidia

- Continued focus on network infrastructure and customer satisfaction across the industry

- Discussion of potential boost for Open RAN deployment under a second Trump administration

- Review of previous $1.5 billion earmarked for Open RAN and infrastructure investment

- Emphasis on eliminating Chinese infrastructure in telecommunications

Samsung Unpacked Event Highlights

- Introduction of Samsung Galaxy S25 series with custom Snapdragon 8 Elite processor

- Focus on AI capabilities, including on-device agent and enhanced features

- Camera upgrades, including 50-megapixel ultra-wide lens on S25 Ultra

- Snapdragon satellite integration for messaging capabilities

Stargate Project and AI Infrastructure

- Announcement of $100 billion initial investment in AI-enabled data centers

- Long-term goal of $500 billion investment and creation of 100,000 new jobs

- Potential role of 5G in AI infrastructure development

- Discussion of AI RAN acceleration in 5G and 6G networks

T-Mobile's T Priority for First Responders

- Activation of T Priority network slice for LA firefighters

- Comparison to AT&T's FirstNet and benefits of supplementary connectivity

- Demonstration of 5G standalone network capabilities and network slicing

Nokia's Autonomous Networks and AI Infrastructure

- Nokia's vision for higher levels of automation in network infrastructure

- Potential for Nokia to participate in AI infrastructure spending

- Discussion of Nokia's optical and networking strengths

Nokia's 5G 360 Camera Launch

- Introduction of Nokia's 5G360 camera for industrial and commercial applications

- 8K resolution at 30fps with IP67 hardening

- Integration with Nokia's real-time extended reality multimedia software

- Potential applications in work site monitoring and AI-powered identification

Podcast Production and Future Topics

- Invitation for listeners to suggest future podcast topics

- Appreciation for audience engagement and listenership

- Will Townsend welcomes listeners to episode 211 of G2 on 5G.

- Introduction of guest analyst Anshel Sag.

Mobile Network Operator Response to Southern California Wildfires

- Discussion of tragic wildfires and estimated damages.

- Verizon's response:

- Waiving charges for affected customers

- Deploying mobile and satellite assets

- Offering free charging and Wi-Fi

- Donating to American Red Cross

- AT&T's response:

- Similar charge waivers

- Providing Wi-Fi and charging stations

- Deploying generators to support cell sites

- Donations to various organizations

- T-Mobile's response:

- Offering unlimited services to customers

- Deploying satellite equipment

- Engaging Starlink service

CES Highlights and AI's Impact on 5G

- Anshel Sag's observations from CES

- AI as a driver for 5G adoption

- Concept of hybrid AI and its reliance on 5G connectivity

- AI's potential to accelerate 5G development and usage

AT&T's New "Guarantee" Program

- Introduction of AT&T's consumer-focused service guarantees

- Details on outage credits and customer service improvements

- Comparison to service level agreements (SLAs) for consumers

- Potential impact on customer retention and acquisition

T-Mobile's Acquisition to Boost Ad Business

- T-Mobile's acquisition of Vystar Media for $600 million

- Expansion into digital out-of-home advertising

- Strategy to increase revenue beyond traditional subscriptions

AST SpaceMobile and Legato Networks Partnership

- Agreement for AST SpaceMobile to use Legato's spectrum

- Discussion of Legato's bankruptcy filing and restructuring

- Potential implications for AST SpaceMobile's satellite service

Launch of Aduna for 5G API Development

- Introduction of Aduna, a joint venture for 5G APIs

- Appointment of Anthony Bartolo as CEO

- Goal to simplify and unify 5G API development across carriers

- Use of Camara APIs as a foundation

Closing Remarks

- Reflection on the first live podcast of the year

- Invitation for listener engagement and feedback

- Will Townsend and Anshel Sag host the final episode of G2 and 5G for 2024

- Apology for delay due to travel commitments

- Brief discussion on upcoming CES expectations

Hot Takes on Recent News

- Mavenir's ongoing challenges and executive departure

- Potential Trump administration's plans for 3 GHz spectrum allocation

Mavenir's Struggles

- John Baker's departure and its implications

- Financial difficulties and failed expansion attempts

- Speculation on potential buyers and future prospects

Spectrum Allocation and FCC Changes

- Discussion on lower 3 GHz band allocation for 5G

- Challenges with FCC's ability to allocate spectrum

- Congressional issues affecting spectrum allocation

Rip and Replace Funding

- US Senate's approval of $3 billion for replacing Chinese infrastructure

- Debate on whether the allocated funds are sufficient

MediaTek's Potential Entry into Pixel Phones

- Rumors of MediaTek 5G modems in future Pixel devices

- Comparison with current Samsung modems in Pixel devices

- Speculation on Apple's modem strategy

2024 Retrospective and 2025 Predictions

- 2024 as a setup year for significant 5G developments in 2025

- Predictions for satellite integration in 5G networks

- AI's increasing role in network operations and device interfaces

The Year of LEO (Low Earth Orbit) Satellites

- 2025 projected as the "year of the fifth zodiac" (Leo)

- Anticipated developments in LEO satellite communications

- Potential scaling of direct-to-cell unmodified technology

Closing Thoughts

- Brief mention of upcoming phone reviews

- Expectations for 5G advancements and glimpses of 6G in 2025

- Invitation for audience engagement and feedback

- Episode 209 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.

- The duo shares their recent travel experiences, highlighting their busy schedules and upcoming plans.

6G Trials and AI Integration

- Discussion on NTT DoCoMo and SK Telecom's pre-6G trial involving AI, with insights into the role of Nvidia and Nokia.

- Exploration of AI's potential in enhancing network performance and customer experience.

Qualcomm's Strategic Focus

- Insights from Qualcomm's Investor Day, emphasizing IoT and PC growth.

- Qualcomm's ambition to balance its smartphone business with IoT and automotive sectors by 2030.

Aramco Digital's Potential Investment in Mavenir

- Rumors of Aramco Digital considering a $1 billion investment in Mavenir.

- Speculation on Tarek Amin's disruptive strategies and the potential impact on Mavenir's future.

CV2X Standardization Progress

- Update on CV2X technology's journey to becoming a standard in the U.S.

- Discussion on the implications for automotive connectivity and Qualcomm's role in the sector.

Nokia's Recent Wins

- Nokia secures significant deals with Bharti Airtel and Microsoft Azure, boosting its financial outlook.

- Analysis of Nokia's position in the RAN and data center markets.

Controversial Views on Wireless Technology

- RFK Jr.'s controversial statements on 5G and wireless technology.

- Concerns about misinformation and the importance of informed discussions on technology.

Thanksgiving Plans and Closing Remarks

- Hosts share their Thanksgiving travel plans and express gratitude to listeners.

- Encouragement for audience engagement and feedback on future podcast topics.

- 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.

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.

- 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.

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag kick off episode 205 from San Francisco.

- The episode features an abbreviated format with four topics, following their attendance at T-Mobile Capital Markets Day.

AST Space Mobile Satellite Launch

- Discussion on AST Space Mobile's successful launch of commercial satellites, known as Bluebirds, with SpaceX.

- The satellites serve major carriers like AT&T and Verizon, boosting AST's stock to nearly $30 a share.

- The launch signifies competition for Starlink, which is still in testing phases.

Ericsson's Mobile Network Programmability Initiative

- Ericsson announces a joint venture with mobile network operators to advance mobile network programmability.

- The initiative aims to standardize and monetize 5G networks, benefiting application developers and enterprises.

- Will and Anshel discuss the potential positive impact on Ericsson and the industry.

Verizon's Workforce Reduction

- Verizon announces a layoff of 5,000 employees, aiming to cut costs and improve profitability.

- The layoffs reflect challenges in customer retention and network performance compared to competitors like T-Mobile.

- Discussion on Verizon's efforts to enhance its network and regain market position.

Insights from T-Mobile Capital Markets Day

- Will and Anshel attended T-Mobile's event, featuring discussions with executives and industry analysts.

- T-Mobile's collaboration with OpenAI on an improved customer experience platform, branded as Intent CX, is highlighted.

- Introduction of T-Priority, a dedicated network slice for first responders, aiming to compete with AT&T's FirstNet.

- T-Mobile's partnership with Nvidia to optimize radio access networks using AI, enhancing coverage and performance.

Rapid Fire Topics

- T-Mobile tests emergency notifications via satellite with SpaceX's Starlink.

- NCAA approves AT&T's 5G helmet for deaf football players.

- Huawei releases the Mate X3 Tri-Fold, a bifold smartphone with a ten-inch screen, priced at $3,000.

Conclusion

- Will and Anshel wrap up the episode, inviting listeners to provide insights on future 5G topics.

- Encouragement to rate and subscribe to the podcast for more updates and discussions.

- Will Townsend welcomes listeners to episode 204 of the G2 on 5G podcast.

- Co-host Anshel Sag joins the discussion, and they wish everyone a happy Labor Day weekend.

Labor Day Plans and Personal Updates

- Anshel Sag shares his plans to attend IFA in Berlin before the upcoming Apple event.

- Will Townsend talks about watching the Longhorns' home opener in Austin and his connection to Fort Collins.

AT&T's Generative AI Strategy

- Will Townsend discusses an article about AT&T's head of AI and their broad strategy for generative AI.

- The conversation covers AT&T's use of AI for network lifecycle management, retiring copper infrastructure, and the potential for an autonomous network.

- Anshel Sag highlights the cost optimization benefits of AI for large companies like AT&T.

Apple's Upcoming Event

- Anshel Sag previews Apple's September 9 event, focusing on the expected launch of the iPhone 16 and AI advancements.

- Discussion on potential updates to the Apple Watch and AirPods, with less emphasis on new MacBooks.

Deutsche Telekom's 5G Standalone Strategy

- Will Townsend talks about Deutsche Telekom's plans to roll out 5G standalone with a focus on bespoke service offerings like cloud gaming and network slicing.

- Anshel Sag questions the infrastructure readiness and the monetization strategy for these new services.

Inseego's New FWA Router

- Anshel Sag introduces Inseego's new FWA router, which supports all three major U.S. carriers and offers dual SIM functionality.

- The router is designed for small and medium businesses, providing flexibility and advanced security features.

U.S. Rural 5G Fund

- Will Townsend revisits the U.S. Rural 5G Fund, a $9 billion initiative to improve rural broadband access that has been on pause since 2020.

- Anshel Sag expresses skepticism about the fund's potential impact and the lack of satellite technology in the discussion.

Huawei's Revenue Rebound

- Anshel Sag discusses Huawei's 34% year-on-year revenue growth and 17% increase in net profit.

- The conversation covers Huawei's diversification into automotive and cloud services, and their continued competitiveness despite challenges.

Closing Remarks

- Will Townsend and Anshel Sag wrap up the episode, wishing listeners a great Labor Day weekend.

- They invite audience engagement and feedback on future 5G topics via social media.

- Will Townsend welcomes listeners to episode 203 of the G2 on 5G podcast.

- Introduction of fellow analyst Anshel Sag.

Nokia's 4G Connectivity on the Moon

- Discussion on Nokia outfitting Artemis 3 lunar mission spacesuits with 4G connectivity.

- Benefits of LTE network capability for astronauts, including helmet-mounted video cameras.

Air Five's Converged Gateway Product

- Introduction of Air Five, a new company combining 5G and cable infrastructure.

- Discussion on the potential applications and deployment of this hybrid technology.

Ericsson's Private Networking Opportunities

- Analysis of Ericsson's position in the private networking market.

- Insights into the integration of Cradlepoint with Ericsson and the potential for joint development.

Google Pixel 9 Review

- Anshel Sag shares his experience with the new Google Pixel 9.

- Highlights include build quality, AI features, and camera capabilities.

SK Telecom's AI Cloud Services

- Announcement of SK Telecom's partnership with Lambda to offer GPU as a service.

- Discussion on the potential impact and innovation in AI cloud services.

China Mobile's Milestone

- China Mobile surpasses 1 billion subscribers, with over 527 million on 5G.

- Insights into the growth and future of 5G adoption in China.

Closing Remarks

- Will Townsend and Anshel Sag invite listeners to provide insights on future 5G topics.

- Encouragement to rate, subscribe, and tune in next week.

Welcome and Introduction

- Will Townsend welcomes listeners to episode 202 of the G2 on 5G podcast.

- Introduction of fellow analyst Anshel Sag.

- Overview of the episode's structure: six topics covered in about 20 minutes.

FTC Rulings on Fake Reviews and Testimonials

- Discussion on recent FTC rulings prohibiting fake reviews and testimonials.

- Anshel Sag provides insights on the implications of these rulings.

- Exploration of how mobile networks might contribute to the problem of fake reviews.

Impact of Mobile Networks on Fake Reviews

- Will Townsend and Anshel Sag discuss the role of mobile networks in the proliferation of fake reviews.

- Examination of how mobile technology can be used to amplify fake reviews.

- Consideration of the enforcement challenges the FTC might face.

Google Pixel 9 Launch

- Anshel Sag introduces the new Google Pixel 9 and its features.

- Overview of the AI capabilities integrated into the Pixel 9 and other devices.

- Discussion on the broader ecosystem of Google products, including the Pixel Watch 3 and Pixel Buds Pro 2.

SK Telecom's AI Strategy

- Will Townsend discusses SK Telecom's focus on AI and their pyramid strategy.

- Analysis of SK Telecom's investments in AI companies like OpenAI and Anthropic.

- Exploration of the potential for SK Telecom to lead in AI applications within the telecom industry.

Department of Defense and 5G

- Anshel Sag talks about the Department of Defense's plans for integrating 5G.

- Discussion on the potential use of integrated sensing and communications in military applications.

- Examination of the financial and logistical challenges faced by the DoD in deploying 5G networks.

Mobile Network Programmability

- Will Townsend previews an upcoming analyst insight on mobile network programmability.

- Discussion on the slow adoption of network programmability and recent advancements.

- Mention of key players like Ericsson, Nokia, and the GSMA in driving this technology forward.

Oracle and AT&T Partnership

- Anshel Sag discusses the renewed partnership between Oracle and AT&T.

- Overview of how Oracle's cloud applications will integrate with AT&T's network for IoT connectivity.

- Analysis of the benefits for enterprise customers and the potential for future innovations.

Closing Remarks

- Will Townsend and Anshel Sag wrap up the episode.

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

- Reminder to rate and subscribe to the podcast.

- Will Townsend welcomes listeners to episode 201 of the G2 on 5G podcast.

- Introduction of fellow analyst Anshel Sag.

T-Mobile's Initiative with Channel Partners

- Discussion on T-Mobile's collaboration with Ingram Micro and Tech Data Synnex.

- Introduction of the Partner Plus program to subsidize 5G connected PCs and fixed wireless access solutions.

- Subsidies include up to $400 off PCs and up to $700 off Cradlepoint's fixed wireless access CPE products.

- Potential savings for businesses up to $1,600 per router adapter and over $400 per connected PC.

- Challenges around provisioning devices and the need for a marketing campaign to raise awareness.

5G Baseband Vulnerability at Black Hat

- Anshel Sag discusses a 5G baseband vulnerability revealed at the Black Hat security conference.

- Vulnerability allows devices to be tricked into connecting to fake cell towers, enabling phishing attacks.

- Researchers created a tool called 5G Base Checker to identify vulnerabilities in various phones.

- Companies like Samsung and Google have patched these flaws, while MediaTek and Qualcomm have yet to respond.

Nokia and Swisscom's Drone Partnership

- Will Townsend talks about Nokia's partnership with Swisscom for drone emergency response and industrial use cases.

- Nokia has prepared 300 "drone in a box" units for public safety and infrastructure inspections.

- Discussion on the broader applications of drones in industries like window washing.

Vodafone UK's 5G Standalone Service

- Anshel Sag highlights Vodafone UK's launch of 5G standalone service for enterprises.

- Research indicates 39% of UK companies are ready to invest in 5G standalone.

- Vodafone's 5G Ultra service promises lower latency, more reliability, and better battery life.

- Examples of network slicing applications include ITN, UK Power Networks, and gaming.

China's Entry into the LEO Satellite Space Race

- Will Townsend discusses China's recent entry into the low Earth orbit (LEO) satellite space race.

- China aims to launch 108 satellites this year and 15,000 by 2030 for global network coverage.

- Discussion on the potential impact and competitiveness of China's LEO satellite initiative.

Pentagon's 5G Applications for Defense

- Anshel Sag talks about the Pentagon's use of 5G for enhancing warfighting capabilities.

- Deployment of Anduril-made towers using tactical radios for high-resolution video security in Africa.

- Future G's role in advancing 5G and transitioning to 6G for the US Department of Defense.

Conclusion

- Will Townsend and Anshel Sag wrap up the episode.

- Invitation for listeners to provide insights on future 5G topics.

- Contact information: Will Townsend (@willtowntech) and Anshel Sag (@anshelsag).

- Encouragement to tune in next week.

- Will Townsend and Anshel Sag host episode 214 of G2 and 5G podcast

- Overview of six 5G topics covered in 20 minutes

Nokia and AT&T Partnership

- Announcement of Nokia-AT&T collaboration for network automation and voice core functionality

- Utilization of Nokia Cloud Platform (NCP) for streamlining network activities

- Implications for AT&T's network programmability and monetization

State of 5G Report

- Anshel Sag's comprehensive analysis of 5G developments in 2023

- Predictions for 5G trends in 2024, including AI integration and enterprise applications

- Discussion of TCL's Redcap-enabled device and its significance

RAN Market Trends

- Shift in focus from vRAN to AI-powered RAN solutions

- Impact on traditional vRAN providers and market dynamics

- Debate on the relationship between AI RAN and vRAN technologies

5G at the Super Bowl

- Network upgrades by major carriers for the Super Bowl at Caesars Superdome

- Verizon's enhanced antenna deployment and coverage improvements

- AT&T's extensive infrastructure additions, including DAS zones and FirstNet support

Boldyn Networks' Expansion

- Boldyn secures $1.2 billion credit facility for North American growth

- Focus on private cellular networking for enterprises and venues

- Predictions for accelerated adoption of private cellular networks in 2025

Spectrum Battle for Upper C-Band

- Ongoing dispute between mobile carriers and Elon Musk's Starlink over 200 MHz of C-band spectrum

- Potential implications for satellite communications and 5G expansion

- Discussion of regulatory challenges and potential conflicts of interest

Closing Remarks

- Invitation for listener engagement and topic suggestions

- Contact information for hosts Will Townsend and Anshel Sag

- Will Townsend welcomes listeners to the 200th episode of the G2 on 5G podcast.

- Introduction of fellow analyst Anshel Sag.

- Overview of the episode's format: six topics in about 20 minutes.

AWS vs. Nokia Lawsuit

- Will Townsend discusses AWS's lawsuit against Nokia over telco cloud intellectual property.

- Background on Nokia's exit from the cloud platform business and partnership with AWS in Germany.

- Speculation on the lawsuit's outcome and potential settlement.

Earnings Reports Overview

- Anshel Sag covers recent earnings reports from major tech companies.

- Highlights include:

- Arm's earnings and stock performance.

- Qualcomm's record quarter and growth in automotive and smartphone sectors.

- AMD's data center growth and challenges in the gaming sector.

- Intel's disappointing earnings and layoffs.

- T-Mobile's strong performance and growth in postpaid subscribers.

T-Mobile's Rural Connectivity Initiative

- Will Townsend discusses T-Mobile's focus on rural connectivity.

- Introduction of the "Friday Night 5G Lights" contest, offering $2 million for a high school football field makeover.

- Emphasis on T-Mobile's innovative marketing and community engagement.

Qualcomm's Snapdragon 4S Gen 2

- Anshel Sag introduces Qualcomm's new Snapdragon 4S Gen 2 platform.

- Discussion on its potential impact on the value smartphone market.

- Comparison with MediaTek's offerings and the importance of affordable 5G devices in developing regions.

Nokia's Network as a Code Platform

- Will Townsend explains Nokia's recent announcement related to its network as a code platform.

- Overview of Nokia's partnership with Fontinius Acolyte for healthcare and utility sector use cases.

- Discussion on the value of programmability and open APIs in network development.

Ookla's Global Standalone 5G Report

- Anshel Sag reviews Ookla's report on global standalone 5G networks.

- Key findings include:

- T-Mobile and SK Telecom's leadership in 5G SA.

- The lag in European 5G SA deployments.

- The importance of spectrum and carrier aggregation for network performance.

Conclusion

- Will Townsend and Anshel Sag reflect on the episode's topics.

- Invitation for listeners to provide insights on future 5G topics.

- Encouragement to rate, subscribe, and tune in next week.

- Will Townsend welcomes listeners to episode 199 of the G2 on 5G podcast.

- Discussion about the upcoming milestone of episode 200 and a call for listener feedback on how to celebrate it.

T-Mobile's Fiber Investment

- Will Townsend discusses T-Mobile's $5 billion investment in a joint venture with KKR to purchase Metronet.

- The strategic move aims to enhance T-Mobile's 5G fixed wireless access services and provide fiber backhaul for radio towers.

- Anshel Sag adds insights on Metronet's regional focus, particularly in the Midwest and Texas, and the potential benefits for T-Mobile's rural coverage.

AST SpaceMobile's Satellite Deployment

- Anshel Sag covers AST SpaceMobile's announcement of the completion and upcoming launch of its first five commercial satellites, Bluebirds.

- The satellites will enhance 5G communication capabilities and have garnered investments from major companies like AT&T, Verizon, Google, and Vodafone.

- Will Townsend shares his experience visiting AST SpaceMobile's facilities and highlights the company's efficient satellite design and ambitious plans.

CrowdStrike's Major Outage

- Will Townsend discusses the significant outage experienced by CrowdStrike due to a flawed update, impacting various businesses including Delta and Starbucks.

- The incident highlights the importance of rigorous DevOps practices and offers learning opportunities for mobile network operators.

- Anshel Sag provides additional context on the technical aspects of the outage and the broader implications for the cybersecurity industry.

Apple's Potential Move Away from Qualcomm Modems

- Anshel Sag addresses rumors that Apple may start using its own 5G modems in lower-volume products like the iPhone SE, potentially phasing out Qualcomm modems.

- The transition, if it happens, would mark a significant shift in Apple's strategy and could impact the broader 5G modem market.

- Will Townsend reflects on the long timeline since Apple acquired Intel's modem business and the challenges involved in developing in-house modems.

T-Mobile for Business Unconventional Awards

- Will Townsend shares his experience as a judge for the T-Mobile for Business Unconventional Awards, which recognize innovative uses of 5G technology.

- This year's categories include innovation in customer experience, employee enablement, industry, and community.

- The event will feature Malcolm Gladwell as the master of ceremonies and introduce a new "Tipping Point" designation for transformative change.

AT&T Earnings Report

- Anshel Sag reviews AT&T's recent earnings report, highlighting strong postpaid net additions and low phone churn rates.

- Despite slightly missing revenue targets, AT&T's focus on its core business and fiber expansion has been well-received by investors.

- Will Townsend adds that AT&T's improved free cash flow and consistent fiber net adds demonstrate the company's effective execution and growth potential.

Closing Remarks

- Anshel Sag wraps up the episode, inviting listeners to provide feedback and suggesting topics for future podcasts.

- Encourages listeners to rate, subscribe, and tune in next week.

- Will Townsend welcomes listeners to episode 198 of the G2 on 5G podcast.

- Apologies for the delay due to Will's vacation and roof construction.

- Brief discussion about their Fourth of July activities.

Hurricane Barrel and Disaster Communication Efforts

- Will Townsend discusses Hurricane Barrel's impact on South Texas.

- Highlights the efforts of AT&T, T-Mobile, and Verizon in restoring connectivity.

- AT&T used drone technology for temporary connectivity.

- T-Mobile utilized satellite cells on trucks.

- Verizon focused on ensuring backup systems were operational.

Insights on Disaster Response

- Anshel Sag shares his thoughts on the preparedness of carriers for natural disasters.

- Mentions his near experience with the hurricane while in New York City.

- Emphasizes the increasing frequency and severity of natural storms.

Galaxy Unpacked Event

- Anshel Sag reports on the Galaxy Unpacked event held in New York.

- Overview of new product announcements: Galaxy Z Fold 6, Z Flip 6, Galaxy Watch Ultra, Galaxy Watch 7, Galaxy Ring, and new earbuds.

- Discussion on the features and improvements of the new devices.

- Anshel's personal excitement about the Galaxy Ring and its features.

Germany's Rip and Replace of Chinese Infrastructure

- Will Townsend discusses Germany's efforts to replace Huawei infrastructure.

- Germany's initial commitment to replace hardware by 2026, now focusing on management layer software by 2029.

- Concerns about the potential backdoors in Chinese software.

- Anshel Sag's perspective on Germany's slow progress and the challenges involved.

Boost Mobile's Rebranding and New Plans

- Anshel Sag talks about Boost Mobile's rebranding under Dish.

- Introduction of new plans and pricing, starting at $25 per month.

- Comparison with Mint Mobile and other competitors.

- Anshel's anticipation to test Boost Mobile's service.

Ericsson's Vonage Acquisition and API Strategy

- Will Townsend discusses Ericsson's recent earnings call and the challenges with the Vonage acquisition.

- Ericsson's CEO remains optimistic about the long-term potential of API strategy.

- Discussion on the initial write-off and the need for significant monetization.

- Anshel Sag's critical view on the acquisition and its potential for future revenue.

Nokia's Earnings Report

- Anshel Sag covers Nokia's recent earnings report and the significant decline in profit.

- Impact of India's reduced 5G deployment on Nokia's earnings.

- Discussion on Nokia's challenges and potential bright spots in private networking and security.

- Will Townsend's optimistic view on Nokia's future prospects.

Conclusion

- Will Townsend and Anshel Sag wrap up the podcast.

- Apologies for the previous week's absence due to personal and professional commitments.

- Invitation for listeners to provide feedback and suggestions for future topics.

- Encouragement to rate and subscribe to the podcast.

Welcome and Introduction

- Will Townsend welcomes listeners to episode 197 of the G2 on 5G podcast.

- Introduction of fellow analyst Anshel Sag.

Nokia's Acquisition of Infinera

- Will discusses Nokia's recent announcement to acquire Infinera for over $2 billion.

- The acquisition aims to strengthen Nokia's optical networking and component business.

- Potential benefits include increased access to the North American market and entry into data centers.

- Anshel questions whether the sale of Nokia's submarine cable business to the French government was required for the acquisition.

Generative AI and Data Centers

- Will highlights the relevance of the acquisition to generative AI and data centers.

- Anshel notes the stability and long-term benefits of Nokia's wireline businesses.

3GPP Release 18 and 5G Advanced

- Anshel discusses the finalization of 3GPP Release 18 standards, marking the 5G Advanced era.

- Release 18 includes enhancements for IoT, XR, AI, and ML applications.

- The importance of standalone deployment for utilizing Release 18 features.

AT&T's 5G RedCap Launch

- Will talks about AT&T's soft launch of 5G RedCap in the Dallas metropolitan area.

- The significance of RedCap for IoT applications and AT&T's vertical market focus.

- Anshel discusses the potential consumer and enterprise applications of RedCap.

India's 5G Spectrum Auction

- Will covers the recent 5G spectrum auction in India, which netted only $1.3 billion compared to $18 billion in 2022.

- Speculation on the reasons behind the lackluster auction, including slow monetization and deployment of previously acquired spectrum.

- Discussion on the potential benefits of democratizing access to licensed spectrum for private networking.

FCC's Proposed Rule on Unlocking Phones

- Anshel explains the FCC's proposed rule to require mobile providers to unlock phones within 60 days of activation.

- Concerns about the financial risk to carriers and the practicality of unlocking postpaid devices.

- Suggestion to mandate unlocking for prepaid phones and maintaining current rules for postpaid devices.

Verizon's Concerns Over 4.9 GHz Spectrum for FirstNet

- Anshel discusses Verizon's opposition to the FCC potentially giving 4.9 GHz spectrum to AT&T for FirstNet.

- Analysis of the spectrum's value and its suitability for small cell deployments.

- The potential impact on Verizon's competitiveness and the overall 5G landscape.

Closing Remarks

- Will and Anshel share their upcoming travel plans and wish listeners a happy 4th of July.

- Encouragement for listeners to rate, subscribe, and provide feedback on future 5G topics.

Contact Information

- Will Townsend: @WillTownTech

- Anshel Sag: @AnshelSag

Next Episode

- The podcast will take a break for the 4th of July and return the following week.

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag kick off the episode.

- Anshel shares his recent experience at a Padres game and the Augmented World Expo conference.

Microsoft's Shift in Telecom Strategy

- Will discusses Microsoft's decision to exit the 5G application space on Azure for operators.

- The focus shifts to infrastructure, similar to AWS's approach.

- Analysis of the impact on AT&T and the broader telecom ecosystem.

Orange's 5G Network for the Olympics

- Anshel highlights Orange's deployment of a private 5G network for the upcoming Olympics in France.

- Samsung's involvement with 200 Galaxy S24 Ultra smartphones for unique athlete perspectives.

- The network will cover 120 venues, including athlete training grounds.

Global Telco AI Alliance Formation

- Will introduces the new alliance between Singtel, Deutsche Telekom, SK Telecom, and SoftBank.

- The alliance aims to develop generative AI applications tailored for mobile operators.

- Focus on multilingual large language models and potential security challenges.

T-Mobile's Enterprise Expansion

- Anshel discusses T-Mobile's recent wins, including the Spiral Four contract for the Department of Defense.

- T-Mobile's involvement in Sail GP in New York and the Women's PGA Championship.

- The company's growing presence in enterprise and sports venue support.

Telia's 5G-Enabled Remote Forestry Control

- Will shares an innovative use case from Telia in Sweden.

- Drones and portable mobile base stations enable remote control of forestry machinery.

- Highlights the importance of 5G's ultra-low latency for safe and efficient operations.

Samsung and MediaTek's RedCap Testing

- Anshel covers the collaboration between Samsung and MediaTek on RedCap testing over Vran.

- Focus on power-saving features and the path to commercial viability by the second half of 2024.

- Potential applications in IoT and beyond.

Augmented World Expo Insights

- Anshel provides a brief overview of his experience at the Augmented World Expo.

- Highlights include Haptex's robotic gloves and Siteful's 5G-connected AR PC.

Closing Remarks

- Will and Anshel wrap up the episode, encouraging listeners to provide feedback and subscribe.

- Both hosts express excitement for future 5G developments and applications.

Contact Information

- Will Townsend: @WilltonTech

- Anshel Sag: @anshelsag

Call to Action

- Don't forget to rate and subscribe to the podcast for more insights on the latest in 5G technology.

1. AST SpaceMobile and Verizon Collaboration: Highlighting the extensive coverage and potential future partnerships, validating AST SpaceMobile's efforts.

2. Apple's Worldwide Developer Conference: Discussing updates on RCS, satellite messaging, iPhone mirroring, and Apple's new AI branding, Apple Intelligence.

3. T-Mobile's Acquisition of US Cellular's Assets: Debating the potential regulatory scrutiny and the implications for rural connectivity.

4. Nvidia's Involvement in 5G: Examining Nvidia's testing of Open RAN in private 5G networks, showcasing their ambition to influence the telecom sector.

5. China's 5G Deployment Claims: Questioning the reported $800 billion economic impact and the feasibility of their adoption rates.

6. Link5G's Tower Infrastructure in New York City: Addressing the controversy surrounding the aesthetic concerns and the necessity of such infrastructure for improved connectivity.

Tune in for an insightful discussion on these pivotal 5G topics, offering expert perspectives and in-depth analysis.

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag welcome listeners to episode 194 of GT on 5G.

- Brief discussion about their recent attendance at Dell Tech World and Microsoft Build.

Ericsson's Investment in 5G Factory

- Will discusses Ericsson's additional $50 million investment in its open RAN-ready 5G factory in Lewisville, Dallas.

- Highlights the factory's role in manufacturing MIMO antenna infrastructure and the use of private cellular networking.

- Efficiency improvements: 25% reduction in energy consumption and 75% reduction in water usage.

- Benefits of domestic production and open RAN capabilities.

- Collaboration with AT&T and the advantages of an open network for programmability and agility.

T-Mobile's Price Increase

- Anshel talks about T-Mobile's recent price increase for customers on older plans.

- Context provided on the competitive landscape with AT&T and Verizon also raising prices.

- Discussion on T-Mobile's value proposition and network reliability.

- Insights on T-Mobile's strategic shift from being a value player to offering a robust 5G network.

Deutsche Telekom's Private 5G Network

- Will covers Deutsche Telekom's deployment of a private 5G campus network for a large paper mill in Germany.

- The network spans the equivalent of 50 football fields and aims to optimize logistics and production processes.

- Potential efficiency gains in water usage for the paper mill.

- Comparison with Ericsson's 5G factory and the broader implications for manufacturing automation.

5G Drones for Search and Rescue in Scotland

- Anshel discusses the innovative use of 5G-enabled drones for search and rescue operations in Scotland.

- Drones equipped with 5G base stations to transmit video footage and improve communication during rescue missions.

- Collaboration between Jet Connectivity, the Scottish government, and other partners.

- Potential applications for natural disaster response and other emergency scenarios.

Nokia's Acquisition of Phoenix Group

- Will talks about Nokia's acquisition of Phoenix Group to strengthen its federal solutions business unit.

- Phoenix Group's expertise in portable communication solutions for the Department of Defense.

- Strategic importance of the acquisition for Nokia's federal and defense market presence.

- Benefits of acquiring established DoD suppliers to navigate federal procurement processes.

Microsoft Build and AI PCs

- Anshel shares insights from Microsoft Build, focusing on the new Copilot Plus AI PCs.

- Introduction of Snapdragon X Elite-based PCs with integrated AI capabilities.

- Dell's significant commitment to the new platform and the potential for 5G connectivity in future models.

- Discussion on the competitive landscape with Apple and the future of AI in PCs.

- Battery life improvements and performance upgrades with the new platform.

Nvidia's Earnings and AI Revolution

- Brief mention of Nvidia's impressive earnings and its role in leading the AI revolution.

- Impact of AI on the PC industry and the broader tech ecosystem.

- Nvidia's stock performance and the announcement of a ten-for-one stock split.

Conclusion

- Hosts encourage listeners to provide feedback and suggest topics for future episodes.

- Reminder to rate and subscribe to the podcast.

Contact Information

- Will Townsend: @WillTownTech

- Anshel Sag: @AnshelSag

Call to Action

- Tune in next week for more insights on 5G.

- Engage with the podcast by sharing and reviewing.

Welcome to episode 193 of the G Two on 5G podcast, where we provide the latest insights on everything 5G. In this episode, hosts Will Townsend and Anshel Sag discuss a range of topics from AT&T's new partnership to the impact of AI on 5G PCs. Let's dive in!

Timestamps:

00:00:02: Introduction and Welcome

Will Townsend and Anshel Sag kick off the episode, discussing their current travels and plans to record another episode at Dell Tech World.

00:00:49: AT&T and AST Space Mobile Agreement

Will Townsend discusses the formalization of the commercial agreement between AT&T and AST Space Mobile, highlighting the potential impact on gap coverage and the integration of production satellites.

00:03:43: Dish Network's DoD Deal

Anshel Sag delves into Dish Network's new ten-year deal with the Department of Defense, exploring its potential to save the company from bankruptcy and the implications for the 5G landscape.

00:07:36: T-Mobile's Private 5G Network for PGA Championship

Will Townsend talks about T-Mobile's deployment of a private 5G network for the PGA Championship, emphasizing its use in broadcasting, fan activations, and critical business operations.

00:11:15: Germany's Potential Ban on Chinese Equipment

Anshel Sag discusses Germany's move towards banning Huawei and ZTE equipment from public networks by 2026, examining the broader implications for the telecom industry.

00:15:37: China Mobile's Investment in AI Compute Infrastructure

Will Townsend highlights China Mobile's significant investment in AI compute infrastructure, questioning the lack of detailed plans for its utilization.

00:17:03: Microsoft Build and AI's Impact on 5G PCs

Anshel Sag previews the upcoming announcements at Microsoft Build, focusing on the potential for AI to drive the adoption of 5G PCs and the improvements in activation experiences.

00:22:30: Conclusion and Wrap-Up

We hope our viewers and listeners found this week's topics interesting. If anyone out there would like to provide insights for a specific 5G topic for a future podcast, please reach out to us on social media—Will is @WillTownTech and Anshel is @AnshelSag. We hope you have a great week, and please tune in again for the next episode later this week. Don't forget to rate and subscribe!

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Welcome and Introduction

- Host Will Townsend introduces the episode and fellow analyst Anshel Sag.

- Discussion on the latest insights in the 5G realm, covering six topics in approximately 20 minutes.

AWS and Telefonica Germany's 5G Cloud Core Initiative

- AWS secures a significant win with Telefonica Germany moving over a million 5G subscribers to its cloud.

- This marks a pioneering brownfield network migration to a cloud core, setting a precedent in the industry.

Net Neutrality and Network Slicing

- Examination of the FCC's final order on net neutrality affecting network slicing.

- Potential implications for consumer and enterprise applications with a focus on how 5G standalone and network slicing might evolve.

Verizon's Approach to Neutral Host 5G Networks

- Discussion on Verizon's strategy in deploying neutral host 5G networks, particularly with Cummins.

- Insights into how neutral host networks can replace expensive DAS systems and improve performance in venues.

Apple's New iPad Launch

- Overview of Apple's launch of four new iPads and two versions of new silicon.

- Focus on the iPad Pro's features, including the new tandem OLED technology and the M4 chip.

- Discussion on the potential of these devices in the context of AI and competition with AI PCs.

Tesla's Private 5G Network Video

- Analysis of Tesla's recent video showcasing its private 5G network deployment in Giga Berlin.

- Consideration of whether this is a genuine step forward or a promotional move amidst various challenges faced by Tesla.

Potential Sale of US Cellular

- Rumors about US Cellular possibly selling itself to T-Mobile and Verizon.

- Discussion on the strategic implications for the carriers involved and the broader telecom industry.

Closing Remarks

- Anshel Sag wraps up the episode, inviting listeners to provide feedback and subscribe for future episodes.

- Reminder for listeners to engage via social media for any specific 5G topics they want covered in future podcasts.

Contact Information

- Listeners are encouraged to reach out via social media platforms linked in the podcast description.

This episode provides a comprehensive look into current developments in the 5G industry, from significant corporate strategies and regulatory changes to new technological advancements in consumer electronics.

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

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

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

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

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

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

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

 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

 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

 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?

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

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

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?

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

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

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

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?

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?

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

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

1. Dish claims the world’s largest 5G VoNR deployment with recent Denver addition

2. Is Apple going to kill its 5G modem efforts?

3. Ericsson publishes its mobility report with 5G subscriber projections

4. Project Kuiper adds support for AWS private connectivity and signs deal with NTT DoCoMo

5. Verizon trials network slicing for first responders

6. Inseego launches new enterprise FWA FX3100 router on T-Mobile

1. Dish Wireless fumbles its 5G deployment plans

2. 5G mmWave and Zombie Virus National Emergency Message Conspiracy Theory

3. The FCC and FAA infighting over possible 5G interference with commercial aircraft altimeters

4. 5G VR and AR headsets - It was supposed to be one of the best applications of 5G and its nowhere to be found

5. Rakuten Symphony and Open RAN 5G adoption hits a wall

6. GoGo 5G - Was initially supposed to launch in 2021, now launching in 2024 due to multiple chip design setbacks

1. Kyndryl and Nokia deploy 8 LTE private networks for Chevron Phillips Chemical but could 5G do more?

2. Are Pigs Flying? Apple to support RCS messaging on iPhone in 2024 and More 5G Modem Delays

3. Juniper Networks joins the City of Las Vegas private 5G party

4. MediaTek announces M60 RedCap Modem at T300 RFSOC platform

5. Is SK Telecom poised to take first mover advantage of AI-infused 5G services?

6. T-Mobile launches 5G partnership and 90 day 30GB free trial with Microsoft on Surface Pro 9 5G - Who else is in the party?!

1. NTT R&D Forum preview

2. Qualcomm ends its partnership with Iridium; what’s happening with Snapdragon Satellite?

3. Trouble in paradise at Dish - is the wrong executive exiting?

4. MediaTek Dimensity 9300 - Executive Summit

5. Cellnex dumps its 4G & 5G private networks business unit - does it point to enterprise adoption challenges?

6. T-Mobile’s 5G experiences and performance at Las Vegas Grand Prix

1. T-Mobile and DT launch AI challenge - could it supercharge 5G service delivery?

2. Qualcomm Snapdragon Summit recap – Snapdragon X Elite & Snapdragon 8 Gen 3

3. Korea is investing more in 6G research - is it too soon?

4. Ericsson’s new 5G SA Toolkit

5. AT&T expands its 5G FWA service into more markets

6. GSMA says 5G Advanced will help telcos monetize 5G better, but what about 5G SA

1. Does Ericsson’s massive write down of Vonage signal trouble for its plan to accelerate 5G developer innovation?

2. SpaceX announces Starlink Direct to Cell for smartphone users3. Huawei leans into 5G RedCap to possibly power a host of 5G wearable devices

4. HotHardware benchmarked Huawei’s Mate60 with Kirin 9000s chip, slower than much older phones

5. BT group launches a drone SIM designed for 5G ultra-responsive connectivity

6. T-Mobile and Dish spectrum spats continue with low-band spectrum

7. (Breaking) Qualcomm Lays Off 1,200 workers

1. John Deere plans a private 5G network in Brazil

2. Is AST SpaceMobile’s BlueWalker 3 shining too brightly in the night sky? Some astronomers think so.

3. Nokia adds new solutions to its private 5G as a service with partners

4. AT&T’s 5G AR smart football helmet enables deaf football players to receive plays remotely, enhancing accessibility and inclusivity

5. Reliance Jio sets up multi-billion dollar lines of credit for 5G gear

6. Amazon is set to launch its first two prototype LEO satellites as part of project Kuiper, production satellites are expected to launch 1H 2024 with beta service by the end of 2024

1. T-Mobile announces SIM-based SASE and security slice; developer slice now available nationwide

2. Anti-Vaxxer Conspiracy Theorists Believe That A Nationwide Phone Alert Will Trigger a Zombie Apocalypse

3. NTT and Docomo announcements for private 5G, edge enablement, and Open RAN

4. In the Dynamic Messenger test, NATO uses 5G mesh networks to connect unmanned underwater vehicles and operators.

5. Samsung builds upon its vRAN leadership with AMD and KDDI announcements

6. The Ryder Cup’s success this week depended heavily on Private 5G and Wi-Fi 6 deployments powered by HPe

1. AST SpaceMobile, AT&T, and Vodafone conduct first 5G broadband session from space

2. Apple 5G Modem reports in-house design is three years behind

3. MWC Las Vegas 2023 preview and expectations for the show

4. Qualcomm Wi-Fi Day and 5G FWA

5. Is Ericsson’s $6B acquisition of Vonage a success or failure?

6. Reliance Jio launches JioAirFiber FWA 5G Service using 5G SA network

1. Deutsche Telekom and Microsoft launch 5G private networking offering

2. Apple’s Announces iPhone 15 and Signs Qualcomm 5G Modem/Licensing Deal

3. AT&T and Comcast replace T-Mobile at 5G Open Innovation Lab

4. T-Mobile is buying Comcast’s 600 MHz spectrum to improve 5G coverage and low-band speeds for $3.3 Billion

5. Will’s Circuit of the Americas (CoTA) connectivity tour and first impressions

6. 5G Broadcast test in Boston (WWOO) demonstrated 5G broadcast in partnership with Qualcomm, yielding exciting results

1. Vodafone UK leans into Open RAN for Huawei rip and replace

2. Fairphone 5 - Guaranteed repairability and 8 years of updates thanks to using a Qualcomm 5G IoT SoC

3. Nokia launches drone network solution to complement its private 5G offerings

4. NATO to test 5G in Latvia with VR and drones

5. Mavenir loses ground in 5G mobile core

6. IFA 2023 Phone Roundup - Huawei Mate 60 Pro, Honor Magic V2 and ‘Purse’, Tecno Phantom Ultimate Rollable Concept, Sony Xperia 5 V

1. VMware launches private 5G service with Federated Wireless - Will’s Forbes article

2. Globalstar acquires XCOM Labs CEO and former Qualcomm CEO Paul Jacobs as its new CEO along with a slew of XCOM Labs executives to help run the company.

3. South Korea launches another open RAN alliance (ORIA) - a good or bad thing?

4. Qualcomm powers Verizon’s new FWA gateway and comes with Wi-Fi 6E

5. AT&T launches a new consumer 5G FWA service - is it late to the party?

6. The battle for T-Mobile’s 800 MHz 5G Spectrum

1. Druid and Napatech aim to disrupt the 5G core infrastructure space

2. Maui Disaster Response from AT&T, T-Mobile and Verizon

3. Another executive exits Rakuten for Telus - cause for concern?

4. Dish plans to buy T-Mobile’s 800 MHz Spectrum, T-Mobile also announces a slew of new REVVL 5G phones and its first tablet.

5. Schneider launches managed security service for 5G IoT deployments in OT environments

6. Verizon & AT&T’s C-Band deployments benefit from last week’s SES early clearing

1. Tareq Amin out at Rakuten - is there trouble in ORAN paradise?

2. Dish and Echostar Merger Is Happening in an All-Stock Merger, Old CEO is out

3. Intel + Samsung vRAN collaboration

4. Qualcomm hits a new Sub-6 record speed at 7.5 Gbps with 300 MHz over 4x CA

5. Cisco buys mobile core vendor WG2 for $150M6. SES completes early Phase II clearing of C-Band spectrum

1. T-Mobile first carrier to offer 5G network slicing beta resources to application developers

2. Qualcomm’s rough earnings & More Huawei 5G Rumors

3. AT&T conducts its first 5G IoT data call with 5G Reduced Capability (RedCap)

4. Nokia’s new US factory partner Sanmina will soon start manufacturing fiber-optic networking electronics and modules for the US market

5. Rakuten signs ORAN deal in Ukraine aimed at rebuilding critical telecommunications infrastructure with 5G

6. Gogo pushes 5G service back again, due to another 5G chipset design issue and will deliver service in mid-2024, pushing all the way back from the initial 2021 date.

1. AT&T, T-Mobile & Verizon 2Q earnings

2. T-Mobile lights up 4X carrier aggregation to surcharge its 5G SA deployment

3. Intel and Ericsson team up for 5G SoCs using Intel IFS 18A process node (Circa 2025)

4. Samsung Unpacked Korea – Fold5, Flip5, Tab S9 and Watch6

5. Reliance Jio hits its 5G rollout ahead of schedule

6. The FCC wants to quadruple its definition for fixed broadband speeds to 100/20 what does it mean for 5G and fixed wireless?

1. NTT completes a successful demo towards 6G

2. Is Huawei getting back into the 5G smartphone game?

3. 5G Americas releases update on 5G non-terrestrial networks

4. CISA and NSA issue guidance to strengthen 5G network slicing against threats

5. Nokia points to macroeconomic challenges with its latest earnings but is still bullish on future 5G gains

6. Verizon touts new multi-point mmWave 5G network design

1. Intel believes edge discussions can lead to private 5G network opportunities

2. Ookla Report Puts T-Mobile above AT&T and Verizon, including in upload speeds

3. Is the FUD about RAN spending real - and what’s the impact on 5G? (Will’s recent Forbes article)

4. Ericsson and Nokia both lower expectations

5. AT&T to deploy network updates to improve 5G device battery life - something the 5G standard has promised all along

6. FCC grants experimental for 5G broadcasting to Boston TV station WWOO-LD

1. NTT deploys IoT and AI to create live digital twin of the Tour de France - could 5G supercharge it?

2. Dish might merge with Echostar.

3. T-Mobile knocks it out of the park with MLB 5G fan activations

4. OpenSignal 5G report has Verizon beating T-Mobile in most of its experience metrics and uplink but losing handily in download and coverage.

5. NTIA issues tribal broadband grants - could 5G FWA play a role?

6. Wimbledon and Vodafone use 5G to trial 5G-powered headsets to help the visually impaired.

1. Huawei to launch a new 5.5G infrastructure next year but do they have a market for it?

2. Halo goes fully autonomous on vehicle delivery with T-Mobile 5G

3. Nokia moves its 5G cloud core to Red Hat, but why?

4. Boeing Autonomous Aircraft Inspection powered by 5G and Drones

5. Nokia launches a purpose-built 5G FWA receiver for North America

6. China allocates spectrum for the 6GHz band for 5G and 6G

1. Vodafone rolls out 5G Standalone in four cities (5G Ultra plan)

2. AST SpaceMobile Successfully Tests 10 Mbps speeds from its satellite with AT&T and Nokia in Hawaii.

3. Sierra Wireless and Amdocs aim to simplify private 5G networks

4. July 1st deadline looms for airlines, with Secretary Buttigieg warning of flight delays

5. Can traditional TV stations in the US participate in the 5G ecosystem?

6. Ericsson slashes 5G growth outlook for 2028 by 400 million connections.

1. John Deere’s Private 5G Journey at The Big 5G Event

2. T-Mobile claims 40% market share in many of the top 100 markets

3. AT&T sounds the LEO bell with T-Mobile & StarLink concerns

4. Dish says it will hit the June build-out deadline of 70% coverage

5. Korean government cancels SK Telecom’s 5G 28GHz license

6. FCC sides with SpaceX over 12 GHz, a blow to Dish’s ambitions for 5G in the 12 GHz band

1. EdgeQ’s 5G base station on-a-chip - can it bring disruption to the RAN?

2. AST SpaceMobile leases 850 and 800 MHz spectrum from AT&T, following a successful two-way voice call test using BlueWalker

3 satellite3. Dish continues to churn subscribers - can its 5G postpaid service save the day?

4. Singtel rolls out 5G MEC services with help from Microsoft, powered by Nvidia

5. US Cellular uses ConnectX23 to speak to its 5G FWA success in low band - is there future upside?

6. Verizon launches a $120 5G phone with TCL powered by MediaTek’s Dimensity 700

1. Sateliot announces support for 5G IoT used cases as the LEO space race continues to heat up

2. T-Mobile demonstrates 2x Uplink CA on a commercial SA 5G network and Vodafone 5G network slicing for Coronation TV coverage

3. Ericsson and the Canadian government announce a partnership to drive innovative 5G use cases - could it be a model for other regions?

4. The 5G altimeter saga refuses to die with FAA setting a hard July 1st deadline and airlines threatening a tumultuous summer travel season.

5. FCC to launch Space Bureau and how it might affect future mobile networks

6. Apple, MediaTek, and Qualcomm earnings indicate downward trend in mobile

1. MediaTek has talked a lot about satellite around the smartphone experience, can you tell our audience about MediaTek’s satellite capabilities today and what devices MediaTek’s chipsets enable? How is MediaTek’s approach different from the competition?

1. Many people are talking about satellite as the next-generation satellite connectivity, but it won’t necessarily replace cellular connectivity in most applications; what’s the future of satellite communications on smartphones?

1. What are some of the applications of satellite connectivity that are available today, and where do you see it going into the future with next-generation constellations and the embrace of NTN-NR?

1. What do you think comes after NTN-NR? Will it be a 5G technology or a 6G?

1. Huawei profitability falls but doubles down on R&D - can it pull itself out of the abyss?

2. SES and IntelSat Merger rumors are real, but the deal has a lot of hurdles to overcome but may be the best path forward for both companies

3. NextLight has designs on making the Colorado Front Range smart through private wireless - can it succeed?

4. Regulators in Canada approve the Rogers acquisition of Shaw with the expectation that Shaw will sell Freedom Mobile to Quebecor’s Videotron

5. Cisco is working with Indian telcos to drive private networking momentum - but can it succeed without other CSP players?

6. Apple’s iOS 16.4 lands, supports Standalone on T-Mobile, and helps iPhones get 5G on Google Fi, Bell, and Rogers iPhones get 5G+ icon

1. AT&T, Dish, T-Mobile and Verizon have all been targets of cybersecurity hacks- what more is needed than encryption improvements in 5G?

2. Verizon 5G Mid-Band now covers 200 million Americans, a major milestone. T-Mobile now expects to hit 300M this year, saying it covers 260 million as of December. T-Mobile hit 200M back in November of 2021. AT&T is behind at 150 million, but gaining quickly

3. T-Mobile’s Neville Ray allays capacity concerns with its 5G FWA service - what’s its secret weapon? - Morgan Stanley investor conference

4. Dish gets approval from the FCC to test 800 MHz spectrum for 5G, does it make sense for them?

5. Discussions trailing MWC23 point to an overhype of private 5G wireless - why has enterprise adoption been slow to ramp? - RCR Wireless News

6. FCC loses authority to regulate spectrum and C-Band 5G airline issue is not over, yet.

1. Nokia rebranding attempts to communicate a renewed focus on B2B - will it be successful?

2. Qualcomm, MediaTek, ZTE, Nubia, Oppo, OnePlus, Honor, Leia

3. GSMA Open Gateway initiative and why it’s potentially a big deal

4. Satellite and XR lead the 5G discussions, what about 5G Advanced?

5. Huawei makes a big splash - does it signal their comeback?

6. HTC forges forward on 2nd Generation Open RAN in a box solution for XR

1. Startup Airvine announces wireless backhaul for indoor deployments - what makes it unique?

2. Qualcomm Snapdragon X75, Rel. 17 modem and Rel. 18 ready with 10CC CA in mmWave and 5CC CA in Sub-6, converged transceiver as well as 2.5x AI performance in a modem

3. Cohere Technologies signs up another partner - what’s special about its Universal Spectrum Multiplier?

4. The iPhone is getting 5G SA support in iOS 16.4, with T-Mobile being the only carrier with support capable of up to 3 Gbps across mid-band aggregation with 5G standalone

5. Nokia and NTT achieve two technical advances on the path to 6G - will future mobile networks become aware?

6. Superbowl 5G Stats and NBA All-Star Weekend 5G Activations, including AT&T’s 5G Slam Dunk Remix and AT&T 5G Concert Lens.

1. Ericsson expands its 5G indoor portfolio - what’s the big deal?

2. Samsung Unpacked - Galaxy S23 Launch and Book3 Launch + XR Partnership and carrier deals

3. Can the US Postal Service deliver more than the mail in the form of 5G coverage maps?

4. Qualcomm X35 5G Modem, first Redcap, and Rel. 17 modem

5. MWC returns to Shanghai in 2023, what does it mean for an embattled China?

6. Ericsson, Intel, and Microsoft show network-slicing capabilities on a laptop for consumer and enterprise applications

1. AT&T earnings - 5G mid-band deployment momentum and FWA “copper catch” subscriber growth plans

2. Verizon and Razer Launch the Razer Edge 5G, Verizon lowers forecasts for 2023 and admits it was misguided on 5G

3. Nokia ends 2022 on a high note financially - is it turning the corner under new leadership?

4. ESA expands 5G/6G Hub in the UK, which is no longer part of the EU

5. NIST joins the O-RAN Alliance - what could it mean for future 5G deployments?

6. Samsung completes testing of Gogo’s 5G Chip for its new terrestrial 5G network for planes which means that Gogo’s 5G network for planes will be operational in Q4

1. Is the Mexican government thwarting efforts for operator 5G deployments?

2. T-Mobile US maintains 5G Lead, according to Ookla

3. Will Dish’s continued prepaid losses lead to a slower postpaid 5G services deployment?

4. Dish is looking to raise another $500M to build out its 5G network in addition to the $2B it raised in November

5. Will recaps his recent Forbes 5G predictions contribution (includes Mavenir)

6. Ericsson CEO says India's 5G Networks are ahead of the rest of the world, but some customers are upset about standalone only 5G Networks not working on older 5G devices.

1. Ericsson broadens its 5G portfolio with Cradlepoint enhancements - how does it stack up with Nokia, others?

2. CES 2023 Highlights - Razer Edge 5G, Lots of XR, New Phones, Wi-Fi 7, AI, and more

3. Recent reports indicate a possible T-Mobile acquisition of Mint Mobile - would it be a smart move?

4. Snapdragon Satellite Announcement, Demo, and Thoughts at CES 2023

5. Has Ericsson done an about face with Open RAN or is it a tactic to thwart its adoption?

6. FAA sets 2024 as a deadline for altimeter upgrades for airlines

1. 2022 look back: T-Mobile’s Business Rise

2. 2022 look back: 5G Networks Mature

3. 2022 look back: Private Networking and 5G as a Service

4. 2022 look back: FWA hits its stride

5. 2023 prediction: Open RAN Hits its Stride

6. 2023 prediction: Standalone starts to get real momentum

Topics Discussed: 1. A background of 5G Techritory and Will's experience attending the event and some of Ingmar's insights

2. 5G use cases that LMT is seeing in the Baltics and on its own network with customers.

3. How is LMT embracing cloud disaggregation and uses of vRAN and ORAN

4. Is the momentum of RAN sharing in other parts of the EU finding its way into the Baltics to speed up deployments? How does it affect competition?

1. Ericsson exits the IoT business - is it a smart move?

2. Verizon hits 175M POPs with 5G C-Band rollout ahead of schedule, announces 10K vRAN sites with Samsung and Ericsson 5G Cloud RAN to hit 20,000 sites

3. Key insights from T-Mobile’s recently published State of Fixed Wireless report

4. BMW inks NumberSync for Connected Car deal with AT&T, and T-Mobile signs deal with Vinfast for 5G for North America and Europe.

5. Cradlepoint adds ZTNA support for its NCX LTE and 5G WWAN platform

6. Apple switches on 5G via iOS 16.2 in India across iPhone SE3, 12, 13, and 14 models

1. 5G Techritory Recap

2. AWS ReInvent Recap - Vodafone Edge Innovation Lab, JMA 5G XRAN, Amazon EKS & Intel FlexRAN validation

3. Bharti Airtel and Meta extend subsea cable to India- what it means for 5G deployments

4. Ericsson's November 2022 Mobility Report makes many 5G predictions, including 1 billion 5G connections by year’s end and 100m FWA as well, with FWA growing to 300m users by 2028

5. Verizon executive departs in less than a year - does it signal more trouble?

6. Deutsche Telekom claims that its 5G network already covers 94% of the German population

Ericsson Nov22 Mobility Report: https://www.ericsson.com/en/reports-and-papers/mobility-report/reports/november-2022

Topics Discussed:

1. An overview of Peach Tree Corners Curiosity Lab and its mission and objectives related to smart city and IoT investigations and deployments

2. What is T-Mobile's involvement in unlocking from a use case and applications perspective?

3. Autonomy is a big use case for development, and we already talked about it; Beep is a partner; what can you share about that relationship and the subsequent research and investigations?

4. Any final thoughts or recommendations for other cities and municipalities looking to start a smart city journey?

1. Rakuten and Juniper Networks team to provide RIC for free and what it means for 5G operator monetization opportunities

2. MediaTek Executive Summit Recap - Dimensity 9200, T800, and More!

3. Cradlepoint announces the availability of 5G optimized SD-WAN - what’s the big deal and highlights from Will’s recently published brief

4. LinkNYC Link5G towers spark debate in New York City about ugly appearance

5. Samsung’s recent 5G mmWave POC in Australia and why it’s important

6. ZTE, Nokia Shanghai Bell, and CICT Mobile test mmWave 5G with Qualcomm’s X65 modem hitting 7.1 Gbps down, 2.1 Gbps up, and 3.6 ms latency

1. T-Mobile 3Q earnings highlights and insights

2. Huawei Earnings & US DoJ charges that Chinese spies tried to obstruct its Huawei investigation

3. Digging into Dish’s claim that it covers less than 30% of the U.S. population with 5G Standalone

4. Starlink may start capping user bandwidth usage

5. The NFL leans into private cellular networking and its not about the fan experience

6. The FAA wants to make operators' temporary C-Band restrictions permanent

1. 5G Americas analyst event insights

2. Verizon loses more customers in Q3 but crosses 1M fixed wireless customers, are these ripples of an initially flawed 5G strategy or are price hikes to blame? Verizon’s stock is at its lowest in over a decade and down 29% this year alone.

3. Boeing drops Verizon for T-Mobile as a secondary mobile service provider - what drove that decision?

4. Starlink is branching out into Aviation? Promising 350 Mbps @ $25K a month and $150K initial equipment costs

5. AT&T 3Q earnings insights ( AT&T mid-band POPs forecasts getting upgraded, fiber sub base surpassing non-fiber base and 5G SA)

6. Nokia and Ericsson forecast US 5G slowdown in infrastructure spending next year, what needs to change for them, and could other geographies potentially fix this?

1. T-Mobile For Business Analyst Summit

2. Semiconductor export restrictions go into effect, what does it mean for 5G?

3. Reliance Jio announces Ericsson and Nokia partnerships to build its new 5G network

4. Charter's new $50 internet and wireless bundle

5. Verizon announces commercial SA 5G Core

6. Open Signal shows Verizon and AT&T speeds improving due to C-Band rollout

1. Will’s time with AT&T’s CEO John Stankey this week and the AST Space Mobile satellite partnership reveal

2. Could Huawei relaunch phones with 5G next year?

3. Will’s follow up conversation this week with the city of Las Vegas and NTT’s partnership

4. SpaceX reignites 12GHz 5G debate with Dish with 3rd Party Report

5. Rakuten’s Symware platform’s maturity and what it could deliver - as well as insights from Will’s recent conversation with Tareq Amin at MWC Americas

6. What is the impact of the Dept. of Commerce’s new Semiconductor export controls announced today on 5G?

https://www.bis.doc.gov/index.php/documents/about-bis/newsroom/press-releases/3158-2022-10-07-bis-press-release-advanced-computing-and-semiconductor-manufacturing-controls-final/file

1. Observations from #MWC22 Las Vegas

2. Razer Edge 5G gaming handheld is finally coming to market on Verizon!

3. T-Mobile expects to hit 8M FWA subs by 2025 - could it adversely impact future mobile service delivery?

4. Verizon and Lockheed use 5G drones to locate military targets

5. NTT announces plans to help Las Vegas deploy the largest private 5G network in the US - could it serve as a model for other cities?

6. T-Mobile Advanced Industry Solutions Launch

1. Comcast to deploy Samsung 5G infrastructure to improve its MVNO service - is Verizon to blame?

2. Helium creator Nova Labs signs 5G MVNO deal with T-Mobile; wants to be the world’s first Crypto carrier

3. T-Mobile and Pano AI team to leverage 5G connected cameras to detect wildfires - and why it could be a game changer

4. Lynk gets the first commercial FCC license to do satellite direct to smartphone communications

5. 5G Americas publishes a report on global 5G connections, and it’s an impressive number

6. iFixit Teardown confirms new Qualcomm X65 5G modem in iPhone 14 and users are noticing considerable 5G performance improvements

1. How AT&T is managing its monster $1.6B electricity bill to reduce OpEx tied to its 5G network - is it a model for other operators?

2. Apple iPhone 14 Launch and New 5G Bands, satellite connectivity, eSIM only in US

3. Will’s impressions from his visit to the Curiosity Lab at Peachtree Corners and how 5G plays a pivotal role

4. Lockheed Martin & AT&T test private 5G for Helicopter data

5. Orange forges new partnerships to leverage Open RAN for a 5G SA trial - will it see production?

6. NTT DoCoMo demonstrates 5G NR DC with Qualcomm-based devices from Samsung and Sony, achieving 4.9 Gbps download and 1.1 Gbps upload speeds.

1. AT&T and Corning tie-up aimed at bolstering fiber optic cable supply & what it means for 5G deployments

2. Reliance Jio says it will spend $25 billion rolling out its 5G SA network across India by the end of 2023

3. Verizon accidentally spent $1.5M on the 2.5 Ghz auction - what happened?

4. 2.5 Ghz Auction closes at $428 million, T-Mobile closes in on 91% of licenses paying $304M

5. Ericsson launches new triple-band 5G radio - what’s compelling about it?

6. Arm sues Qualcomm over Nuvia purchase, claims license expiry and trademark misuse and wants to 'destroy' certain designs

1. Ericsson and Nokia announce collaborations with Google for network slicing- what does it mean for 5G service delivery on Android devices?

2. T-Mobile and SpaceX announce partnership to bring satellite coverage to underserved areas and improve coverage nationwide and beyond

3. Is Huawei on the run out of 5G in India?

4. North America smartphone shipments drop 6% in Q2, Apple and Samsung dominate top 10 devices

5. Rakuten Mobile announces Open vRAN lab in Japan - what’s the impact?

6. AT&T will support 30+ devices with its new midband network, supporting 3.45 and C-Band

1. Mavenir lays off half of its marketing staff & secures public credit facilities - is there trouble in Open RAN land?

2. Motorola Edge 5G phone launches with MediaTek’s Dimensity 1050 which for the first time brings mmWave support to a MediaTek-based device, MediaTek also announced the T830 which is squarely aimed at enabling FWA CPEs and portable Wi-Fi 7 hotspots.

3. Mediatek successfully powers a smartphone with a 5G non-terrestrial network in a lab environment- what could it mean for connectivity and Omnispace & AST Spacemobile deployments?

4. Omnispace wants to compete with AST Spacemobile to deliver satellite connectivity to smartphone using a standards-based approach, building its technology around the 3GPP’s Rel. 17 NTN standards. Has 2 satellites launched, $140M raised and announced a partnership with the Philippines’ operator Smart.

5. AT&T plans to have half of its traffic running on white box switches and open hardware by the end of the year - what’s the significance for its 5G deployment plans?

6. The 2.5 GHz auction is nearing its end at $347 million after 41 rounds of bidding with only 300 of the 8000 available licenses still up for contention in round 42 of bidding

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Are the rumors of Amazon building 5G robots true?

2. CHIPS and Science Act Signed - What does it mean for 5G and 6G?

3. Indian operator Bharti Airtel sees big things for 5G SA private networking services but will mobile network operators be the only path?

4. FCC shockingly denies RDOF funding for Starlink and LTD Broadband to the tune of $2 billion

5. Paris La Defense sets 5G neutral host and mmWave trials - what are the use cases that will be proven out?

6. Softbank $23 billion quarterly loss, while Arm posts record revenue and profits with net sales increasing 25% and EBITDA up almost 240%

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Dish launches Boost Infinite as second postpaid 5G service - how will it complement its Project Genesis offering and is it a way to leverage the prepaid business sinking ship?

2. Will Dish walk away from T-Mobile’s 800MHz spectrum? What could this mean for Dish and T-Mobile customers?

3. Semtech announces its intention to acquire Sierra Wireless - can the tie up compete with 5G based IoT network deployments?

4. The 2.5 GHz auction is slowing down, T-Mobile looks like the likely bidder for the vast majority of licenses (5,858 single bidder, 1,997 had multiple bidders in round 9), two more bidding rounds are expected today

5. Could Reliance Jio launch its 5G service just days after Indian spectrum auctions?

6. Helium claims it has a new 5G network, using 4G CBRS, and PC Mag’s Sascha Segan also finds that coverage isn’t as good as they claim

In this episode of The G2 on 5G, Anshel and Will Cover:

1. ExteNet announces private 5G deployment for Austin’s Circuit of the Americas - Will’s personal take on why it’s so badly needed

2. India’s 5G Auction Results, Reliance Jio takes the lead, $18 billion raised

3. NTT and Intel to help BMW deploy a 5G test site and the expected business outcomes

4. T-Mobile beats earnings expectations, raises subscriber guidance, and announced two new T-Mobile-branded phones. Is 5G FWA putting a dent in Comcast’s growth? GSA says 5G FWA CPEs grew by 126% in 2021 and is expected to double in 2022.

5. The UK and South Korea partner to further 5G and 6G innovation - why it’s a smart move

6. Qualcomm’s and Apple Earnings Results, and Samsung Chip Supply & Licensing Agreement

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Verizon 2Q disappoints while AT&T shines - is there trouble in their 5G paradise?

2. Samsung inks deal with Mediacom for CBRS FWA deployment

3. Rural US carriers ask the feds to pump up the 5G Fund - is it a realistic ask?

4. Singtel reached 95% 5G standalone ‘nationwide coverage’

5. Frankfurt Airport plans to deploy the largest private 5G campus network with NTT- what are some of the expected business outcomes?

6. Crown Castle expects to double its small cell deployments in 2023 (from 5K to 10K) with 115K already deployed for all its customers

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Nokia partners with the US Air Force to test spectrum interference between military radar systems and 5G networks- what are the implications?

2. Verizon’s new 5G Welcome Unlimited plan is cheap at $30/mo for 4 lines, but lacks 5G UW, which is the entire purpose of getting 5G at this point.

3. Will’s insights into the LoRaWAN World Expo Paris - will LoRa or 5G win the day in IoT?

4. Ericsson Earnings Miss, what does it mean for 5G?

5. Ericsson, Qualcomm, and Thales team to test 5G deployment through satellites - what’s the potential impact?

6. OpenSignal reaffirms T-Mobile’s 5G lead across all categories

In this episode of The G2 on 5G, Anshel and Will Cover:

1. SpaceX’s war on 12GHz for 5G has flooded the FCC with over 70K comments

2. AT&T CTO shuffle

3. GE Healthcare opens its first 5G Innovation Lab in India, seems a bit premature since India still hasn’t even had its 5G auction, let alone 5G networks deployed

4. T-Mobile expands 5G Home Internet again (5 million more in Colorado, Iowa, Kansas, Missouri and Oklahoma.)

5. Nokia and LG Uplus sign an MOU to work together on 5G and 6G network technologies

6. Parallel wireless layoffs and what it means for 5G open ran

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Cisco partners with General Dynamics to deliver private 5G services to US federal governmental entities - what are the expected outcomes?

2. Could Apple’s 5G modem delay rumors push it back into Qualcomm’s arms for longer?

3. What’s the deal with Dish’s 5G network performance inconsistencies?

4. SES Launch should help to clear a considerable amount of C-band for 5G, stands to make an additional $3 billion by clearing remaining C-Band by Dec 2023

5. Verizon reveals a 5G connected police cruiser prototype and why it’s an analogy to the movie Blade Runner 2049

6. TSMC and Samsung both talk 3nm, what could it mean for 5G?

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Airbus to build a multi-market 5G network

2. The dish on Dish meeting its 5G coverage goal and avoiding the big FCC fine

3. Have T-Mobile and Dish patched things up with new master agreement terms?

4. Nokia launches the 5G Innov Lab in Paris - can it accelerate use case deployments?

5. Transport network evolution--opex/sustainability

6. SpaceX’s opposition to using 5G in 12GHz appears to be strong, claiming that deploying 12GHz for cellular would cause harmful interference to Starlink satellites and base stations

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Qualcomm acquires Cellwize - is it a smart move?

2. Dish Launches 5G service in 120 Cities

3. Google Cloud finally announces its private 5G offering - is it competitive with AWS and Azure?

4. T-Mobile Uncarrier: Coverage Beyond, Hits 3 Gbps with 3x CA on Galaxy S22 Snapdragon 8 Gen1, and partnership with Oceus to launch 5G services for the Department of Defense (DoD)

5. Verizon tests CBRS use for 5G - can it help accelerate its much-needed mid-band deployment?

6. 5G C-Band: FAA Chief Warns Airlines of Summer Deadline

In this episode of The G2 on 5G, Anshel and Will Cover:

1. NTT Docomo and Nokia team up on 6G trials - is it too soon?

2. Cellular Operators Association of India Pushes Back on Private 5G

3. SKT launches second 5G edge zone in Seoul - what does it mean for future 5G service delivery?

4. T-Mobile VoNR launch, limited but first to market again also launches 5G hotspot, free with a new line of service

5. Nokia and Cellnex collaborate on private networking in Europe - can it accelerate LTE & 5G deployments?

6. NTIA preliminary testing of 5G C-Band finds no harmful interference for aviation

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Dish tees up RAN sharing - is it a realistic consideration for speeding 5G deployments in the U.S.?

2. Next G Alliance releases a 6G Use Cases Whitepaper

3. Verizon reports big gains for 5G data usage in the first half of 2022 - is it closing the gap?

4. XCOM Labs @ AWE2022

5. Is Nokia back peddling on Open RAN and its role in 5G network deployments?

6. T-Mobile and Deutsche Telekom 5G T-Challenge

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Orange and Ericsson pilot a 5G drone surveillance system in the Port of Vigo, Spain - what could be the longer-term impact?

2. US Cellular 5G Midband Buildout - Nokia & Ericsson, no Samsung? $2 billion in spectrum is being rolled out.

3. Nokia introduces several industrial 5G devices - is it straying outside of its infrastructure core competencies?

4. AT&T 5G Standalone - Waiting for Devices? Says battery life is an issue.

5. T-Mobile’s recent private and hybrid 5G services (T-Mobile 5G Advanced Network Solutions) announcement recap and news that Nokia is a key partner - is it a smart match?

6. CISA and DoD Release 5G Security Evaluation Process Investigation Study

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Big 5G Event recap

2. India’s 5G spectrum auction is finally set to happen next month after many delays, operators expect rollouts to begin in October with limited coverage in 30-50 metros by March 2023

3. BT Group tests quantum radio technology- what’s the impact for future 5G deployments?

4. Rakuten Mobile expects to rollout 5G FWA services by the end of the year

5. Ericsson officially forms a new private 5G business group with Cradlepoint launching in June to go direct to enterprise - can it compete with a more established Nokia Enterprise?

6. Canada officially gives Huawei and ZTE the boot, telling operators they need to remove equipment by mid-2024 and stop buying products from this later this year

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Vodafone and 3 UK talk merger - what could it mean for 5G in the UK?

2. Qualcomm 5G Summit – New RB5 Robotics and Drone Platform, X70 Modem Features and mmWave SA trial hitting 8.3 Gbps (8x CA)

3. Meta Platforms teams up with AMD for Open RAN - will it help or hinder 5G deployment with another solution path?

4. MediaTek Analyst Summit – AioT launch and More to Come

5. Is ZTE on a slippery slope with respect to cellular infrastructure sales to Russia?

6. OpenSignal Report says 5G beats public Wi-Fi for gaming as well as speed

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Dish Launches the first market in Las Vegas and strikes $1B deal with Samsung for 5G vRAN, O-RAN, and handsets - can it quickly replicate to meet its coverage deadline?

2. T-Mobile Earnings and Uncarrier Event – Consumer and Business Broadband Unleashed

3. US Cellular launches 5G mmWave internet service in 10 cities - is it a smart move?

4. Google Cloud Acquires MobiledgeX and what it could mean for Google’s 5G edge and XR play

5. AST SpaceMobile to test satellite-based services on AT&T's spectrum - what are the implications

6. C-Band fight continues, FAA says that airlines will need to pay for upgrades to altimeters after Dept of Transportation Sec. Buttigieg says the issue won’t be completely resolved by summer

We cover the following questions:

1. How is DISH differentiating itself relative to the more established incumbents, like AT&T, T-Mobile, and Verizon? How will the company compete for enterprise business – which is arguably the lion's share of 5G use cases?

2. One of the aspects that I find interesting about DISH is the nearly 1M pre-paid subscribers that have materialized out of the Sprint/ T-Mobile Boost divestiture as well as your more recent MVNO acquisitions. How will that factor into your development of discrete 5G services?

3. My coverage as an analyst includes XR (AR/VR) and the Metaverse. Beyond what we have seen from AT&T and Verizon in proofs-of-concept, do you envision any compelling applications on the enterprise side that can be brought to market soon?

4. This is a broad question, but do you envision any competitive advantage in deploying such a highly virtualized, cloud-native 5G network from the ground up? Will your competitors be at an agility disadvantage given their transition from traditional network architectures to new, highly disaggregated ones such as Open RAN?

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Verizon’s $40M bet on Casa Systems (9.9% stake)

2. T-Mobile continues to dominate on speeds thanks to its midband deployments

3. GM Deploys Cisco wireless backhaul tech for vehicle testing

4. OpenRF Association plans to have devices this year?

5. Huawei is winning 5G and cloud deals in UAE and Middle East markets - where are the deployments?

6. Samsung 5G speeds beat Apple’s Ookla’s Speedtest finds

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Deutsche Telekom increases its stake in T-Mobile US to nearly 50% - what could it mean for the new 5G service delivery, especially in the enterprise?

2. Dish testing 5G Carrier Aggregation at 600 MHz

3. Intel buys open-source startup Ananki for its 5G SaaS portfolio - can it bolster the semiconductor giant’s networking portfolio and push into telco infrastructure?

4. AT&T asks FCC for two experimental 6G licenses

5. Australian utility deploys 5G drones to service its power grid - what are the benefits and can it serve as a model for the rest of the world?

6. Linux Foundation and Google Cloud launch Nephio to automate 5G Edge

In this episode of The G2 on 5G, Anshel and Will Cover:

1. NTIA and DoD launch the 5G Challenge - can it accelerate a more open 5G ecosystem?

2. Northrop Grumman inks 5G IoT deal with AT&T and Lockheed announces long-term partnership with Intel on 5G.MIL initiative for edge to cloud 5G

3. Is fiber backhaul foundational to mobile 5G network deployments - are Vodafone UK, TMobile, Dish, other operators exposed?

4. Deutsche Telekom continues to roll out 5G SA across Germany, Rogers and Ericsson launch Canada’s first commercial 5G SA network (overflow from last week)

5. Who is Omnispace and can their plans for a 5G hybrid terrestrial/ LEO satellite network and collaboration with Microsoft Azure address connectivity needs in underserved regions?

6. T-Mobile diversifies FWA supply chain with MediaTek-based Arcadyan 5G FWA gateway in addition to Nokia it originally launched with (talk about FCC teardown)

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Nokia is blocked from providing 5G infrastructure in Romania - what’s the conspiracy theory?

2. OnePlus 10 Pro 5G launches in the US, exclusively on T-Mobile and working on certification on Verizon, but has no plans to work on AT&T

3. GSMA report reveals $1T in mobile money platform transactions in 2021 - can 5G drive added value in the Fintech space?

4. Qualcomm claims first for NR-DC at 2.6 GHz and 26 GHz in Thailand on AIS with ZTE

5. Vodafone launches V2X road safety system in the UK - is it laying the foundation for 5G’s ushering of autonomous driving support?

6. T-Mobile marks 2 years of acquisition of Sprint

In this episode of The G2 on 5G, Anshel and Will Cover:

1. T-Mobile and BMW announce partnership for 5G connectivity - what’s compelling? (reference Pat’s article); DevEdge announcement

2. T-Mobile 5G Forward, Innovation Hub and AR 5G Towers, Digital Twins, etc.

3. Verizon awarded $1B in U.S. Dept of Defense contracts - what could be the impact of 5G?

4. The iPhone SE (2022) features a new Qualcomm Snapdragon X57 5G modem

5. Qualcomm and Movandi team up for mmWave and why it could be a game changer for 5G

6. AT&T enables 5G global roaming in 35+ countries

The G2 on 5G Podcast – Episode 90 – March 12, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Private 5G networking as a Service - Cisco and HPE announcements

2. vRAN/ Open RAN - Samsung vRAN ecosystem, Marvell/ Dell Open RAN accelerator card, Qualcomm X100 5G RAN accelerator card (HPE and Mavenir), Rakuten Symphony

3. Carrier services and enablement - AT&T Private 5G Edge and TMobile T IoT

4. Pat’s High-level MWC 22 takeaways

5. Apple iPhone SE no mmWave?

6. Where’s the Apple modem?

7. Qualcomm still winning in 5G

8. Device and Chipset Announcements (MediaTek, Qualcomm, Oppo, Honor, RealMe, Xiaomi, Lenovo, and Samsung)

9. XR announcements (HP Extend XR, Holoride, WooorldXR, Qualcomm & Bytedance, etc.)

We cover the following questions:

1. There is no doubt that the convergence of edge, cloud, AI, and 5G are going to be disruptive elements in the transformation of next generation networks. What should we expect to materialize over the next few years? A: Are there any significant projects looking at improvements in performance expected?

2. The hype cycle for vRAN and Open RAN has reached critical mass. It’s compelling from a capex, opex, and operator agility perspective, but integration will be key. What’s Intel’s take?

3. Intel recently made several announcements supporting vRAN that included hardware that is a first for Intel (SPR) – can you dive into those details?

4. What is Intel doing to differentiate itself, and what exciting developments do you see down the road?

5. Where do you see deployments happening in the network and at the edge?

6. Intel is a semiconductor giant and leader, but what is the company doing to support the software-defined networking developer community?

In this episode of The G2 on 5G, Anshel and Will Cover:

1. AT&T announces its Private 5G Edge and why it’s compelling

2. T-Mobile US and Deutsche Telekom Partner on T-IoT

3. Dish, Lockheed, and Intel partner to build a 5G network for the U.S. Marine Corps and why it’s a great strategy for Dish Wireless

4. Rakuten and Qualcomm partner on Massive MIMO in Open RAN

5. HPE Telco launches Private 5GaaS and what to expect from others at MWC22

6. Verizon inks 5G automotive deal with Audi

The G2 on 5G Podcast - Episode 87– Feb 18, 2022

In this episode of The G2 on 5G, Anshel, Mike, and Will Cover:

1. Will MWC22 be the big coming-out party for private 5G? Who are the front runners?

2. Cloud rules everything

3. Ericsson did what with ISIS?!

4. Infrastructure provider announcement expectations - Ericsson, Nokia, Samsung, others

5. Open RAN stumbles. I expect a ton of discussion around open RAN at this year’s MWC, but I doubt we’re going to see any major operator deployment plans. This technology remains a vendor sales story and not an operator deployment story.

6. Motorola creates a 5G XR neckband with Verizon and XR at MWC

In this episode of The G2 on 5G, Anshel, Diana and Will Cover:

1. Oracle and Telefonica expand partnership for cloud service delivery - is OCI the best kept telco cloud secret relative to AWS and Azure for Operators?

2. ATIS Next G Alliance 6G roadmap

3. Samsung Announces Galaxy S22 Line and Tab S8 - Carrier Deal Parity

4. U.S. rural carriers ask the FCC for nearly 3x the approved budget for “rip and replace” of Chinese infrastructure - what’s the impact for 5G deployments and bridging the digital divide?

5. EXFO Red Hat 5G service assurance in the cloud.

6. Nvidia acquisition of Arm is officially not happening, new CEO in place

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Samsung Networks and Amdocs announcement - what’s the impact for 5G private networking?

2. FAA 5G Congressional Hearing

3. T-Mobile Q4 22 earnings recap

4. Auction 110 Results & Rollout

5. Nokia Q4 21 earnings recap

6. Qualcomm FY22 Q1 earnings recap

In this episode of The G2 on 5G, Anshel and Will Cover:

1. AT&T 4Q earnings performance insights

2. Apple’s iPhone 13 leads the company to record earnings, Tim cook’s comments on 5G readiness globally saying US and China lead the world in 5G

3. Sigfox falls into receivership - does this herald the opportunity for 5G to pick up the IoT slack?

4. NVIDIA’s merger with ARM may finally be dead.

5. Ericsson 4Q earnings performance insights - is enterprise the next big 5G push for the infrastructure giant?

6. FAA to speak to congress about C-Band deployment issues, FAA also states now that 90% of aircraft have compliant filters

1. W: Can you talk about the major enhancements that 3GPP Rel. 18 could bring to 5G over what we’ve seen in 15, 16, and 17?

2. A: Are there any significant projects looking at improvements in performance expected?

3. A: Rel. 17 brings satellite into the fray, how does 18 enhance the possibility of satellite in handsets?

4. W: Does R18 drive incremental infrastructure requirements?

5. W: What R18 enhancements are positioned to help operators monetize their multi-billion-dollar 5G deployments?

6. A: How does Qualcomm’s role in infrastructure influence your view on 3GPP Rel. 18 (eg - small cell for densification, OpenRAN, IoT)

1. A: Are there any other Rel. 18 items that we should know about that haven’t been covered yet?

In this episode of The G2 on 5G, Anshel and Will Cover:

1. The FAA and FCC 5G clown show continues - why aren’t they front and center addressing the misinformation?

2. C-Band Launch First Impressions (Verizon & AT&T) and Carrier Reactions

3. Telefonica launches 5G industrial offering - is it a blueprint for other operators?

4. T-Mobile crushes Ookla Speedtest rankings with best 5G speeds, lowest latency, and most coverage

5. FCC’s DoD “Andromeda” spectrum 110 auction winners and why it is a better value relative to C-BAND

6. Ericsson sues Apple, alleges 5G patent infringement

1. Cradlepoint reaches one million routers deployed at Verizon’s edge - what does it mean for 5G service delivery?

2. 5G Advanced is coming soon with 3GPP Release 18 and beyond

3. Do T-Mobile and Verizon’s 5G FWA deployments threaten an already hammered cable industry?

4. Signals Research Group Tests T-Mobile’s 2.5 GHz TDD + 600 MHz FDD CA

5. Rakuten Japan losses continue to mount - is there light at the end of their 5G tunnel?

6. FAA has a list of 50 airports that will require buffer zones for C-BAND and has been issuing NOTAMs to pilots warning them about C-BAND while also not having a complete understanding of how many aircraft are actually affected.

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Verizon and AT&T start the new year challenging the FAA 5G C-BAND spectrum delay then acquiesce - what should be done to end the drama?

2. 5G at CES, smartphones take a bigger role at CES 2022 (AT&T, OnePlus, Samsung, TCL)

3. Will Dish miss its 2022 5G deployment deadline to meet its 20% coverage requirements?

4. Samsung and Qualcomm hit new heights with 5G NR DC with 8.08 Gbps using standalone equipment in Samsung’s Plano test labs

5. Nokia and Ligado Networks announce a partnership for LTE and 5G private networking - what’s unique about the tie-up?

6. New 5G conspiracy theory says people will combust when vaccinated people encounter 5G networks

In this episode of The G2 on 5G, Anshel and Will Cover:

1. FCC considers satellite deregulation for LEO deployments - what’s the impact for service providers?

2. Verizon adds Google Cloud to 5G MEC lineup, bringing compute and storage to the edge

3. Ericsson, Telstra, and Qualcomm team up to set a new 5G uplink record of 986 Mbps using NR-DC, using Ericsson’s four-component contiguous aggregation of four 100 MHz mmWave channels and one 100 MHz channel of 3.6 GHz mid-band, X65 Modem

4. Ciena takes share from Huawei in Europe & India for optical transport solutions- what’s the market impact for 5G backhaul?

5. T-Mobile speeds 5G site upgrades

6. Ookla’s acquisition of RootMetrics, what does it mean for 5G test data?

7. Anti-5G Devices are a thing again/still, some were found to be radioactive in the Netherlands

In this episode of The G2 on 5G, Anshel and Will Cover:

1. T-Mobile surpasses its initial 5G FWA goal - can it lead to other subscriber revenue pools?

2. FAA sets flight restrictions in poor weather conditions around 5G C-Band deployment areas - is this the near-nuclear option the FAA had to deploy?

3. Verizon’s CEO makes bold 5G leadership claims - fact or fiction?

4. AT&T begins 5G rollout in Mexico, TIM Brazil begins in Brazil, Germany has 53% 5G coverage already

5. NTT enterprise survey indicates big private 5G deployment plans - does its partnership with Celona color its vision?

6. Verizon exceeds 5G rollout expectations in 2021, will focus on C-Band in 2022 expects to cover 100M by Q1 of 2022 and 250M by end of 2024

1. AWS announces its Private 5G as a Service at re:Invent 2021 - is it a game-changer?

2. Qualcomm Snapdragon Tech Summit - Snapdragon 8 Gen 1, 8cx Gen 3, and Snapdragon G3x Chip and Handheld Developer Platform with Razer

3. Japan readies Open RAN trials for 5G deployment in 2022 - are they late to the party?

4. Implications of Verizon and AT&T agreement to limit C-Band power for 6 months

5. China Mobile mulls Open RAN - does it threaten Huawei’s 5G last stand presence in the region?

6. FTC Sues to Block NVIDIA & Arm merger

1. Ericsson announces its intention to acquire Vonage - what does it mean for their push into enterprise?

2. MediaTek Launches Dimensity 9000 5G Flagship SoC, New Pentonic SoC & Commits to mmWave for mid-range by 2022.

3. CTIA speaks to the power of 5G FWA in Accenture study - is it a foregone conclusion?

4. Canada establishes mid-band 5G exclusion zones around 26 airports

5. Softbank and Honda deploy 5G SA and V2X to reduce collisions in a POC - could it be a game changer?

6. Nreal Light AR glasses finally come to the US on Verizon with Samsung or OnePlus 5G phones

1. Vodafone expands fiber partnerships - how will it position them in the United Kingdom for broadband opportunities and will 5G play a role?

2. RootMetrics analysis of T-Mobile 5G speeds - what’s the inside scoop?

3. Germany announces ~$350M fund for Open RAN projects - is it enough to move the needle?

4. Aviation Industry wants longer delays to CBAND deployment

5. Orange and Samsung Networks Open RAN tie up - has the Korean infrastructure provider leveled the 5G playing field with its European competitors?

6. Qualcomm’s Snapdragon Spaces XR platform brings in Deutsche Telekom, NTT DoCoMo and T-Mobile to help deploy XR at scale over 5G at AWE2021

1. T-Mobile is growing its 5G FWA footprint - how is its business services portfolio coming together?

2. FAA Notice Causes AT&T and Verizon to Delay 5G CBAND Mid Band rollout

3. Verizon points to IoT as a multi-billion dollar opportunity - but is their strategy optimized to monetize?

4. T-Mobile hits almost 5 Gbps in a world-first Standalone NR DC call on a commercial network combining mid-band with mmWave spectrum

5. FCC approves Boeing’s ability to launch a satellite network to deliver broadband communications - is the space race getting too crowded?

6. Qualcomm delivers monster earnings, heavily influenced by 5G growth and diversification, sees chip shortage in the rearview mirror

1. Movandi makes 5G mmWaves at MWCLA 2021 with a handful of announcements

2. Samsung announces two new Massive MIMO Dual Band radios at MWCLA2021

3. IBM speaks to 5G industrial applications at MWCLA 2021

4. 3.45 GHz Auction is now at $21 billion

5. Nokia Q3 earnings - have they turned the 5G ship around?

6. AT&T Partners with Ford to bring 5G and MEC to Ford’s New EV Factory

1. Deutsche Telekom and Ericsson claim the first end-to-end 5G network slicing with on-demand QoS control- what’s the impact on enterprise use cases?

2. Google Pixel 6 Event, Band Support and Carrier Promos, T-Mobile out of the gate with the most aggressive.

3. ZTE is ringing the 5G profitability bell - what’s fueling their success?

4. New Qualcomm UltraBAW RF Filter for Wi-Fi and 5G, can it fix some of CBAND’s interference issues?

5. AT&T Q3 earnings insights

6. 3.45 GHz 5G Auction Passes $14.77 Billion reserve price threshold

In this episode of The G2 on 5G, Anshel, Diana and Will Cover:

1. Dell Technologies Summit telecom announcements and recent Open RAN wins - is Dell finally moving the needle on 5G?

2. Softbank and KDDI tap Nokia for shared 5G network build

3. Qualcomm, Verizon, and Samsung achieve 711 Mbps upload speed on 5G mmWave

4. AT&T and Ericsson team up to deploy 5G SA on C-band spectrum assets - how quickly will it happen?

5. Orange and Nokia team on refurbished network gear.

6. Open Signal Reports T-Mobile is extending its lead in 5G with speeds and coverage

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Ericsson and Nokia miss out on China Mobile 5G tender - is it surprising?

2. Movandi 5G mmWave Repeaters Hit 2.7 Gbps in a moving vehicle demonstration while also successfully streaming HD video over Blue Jeans, Zoom and Webex.

3. Ericsson announces POC use of lasers with PowerLight to wireless power 5G base stations - gimmick or game changer?

4. Dish details 5G network, calls Ericsson and Nokia Scandinavian Mafia

5. Google to invest $1B in Africa over the next five years - can it help bridge the continent’s digital divide and will 5G play a role?

6. 3.45 GHz Auction Kicks Off, already to a big start.

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Will’s insights into the Qualcomm Smart Cities Accelerate Event

2. New Dish 5G Phone - Celero5G for Boost and comes with a year of free service up to 35GB a month

3. BT seems bullish on drone trials and use cases with Project XCelerate - how will 5G play a role?

4. Samsung mmWave subway trial shows huge benefits to Wi-Fi performance, up to 1.8 Gbps in Seoul

5. AT&T and Corning fiber deal - what is the impact on AT&T's broadband business and 5G deployments?

6. New York State opens a 5G drone testing range/corridor to improve 5G UAS technologies in a 100-square-mile testing zone

1. Ericsson looks to more M&A beyond Cradlepoint to penetrate the enterprise market - can it be a successful plan?

2. OpenSignal 5G Report - Average 5G Downloads hit 447 Mbps, T-Mobile US wins most 5G availability

3. IBM and Airspan Networks partner to form a private 5G Open RAN testbed for EU operators - what are the potential benefits?

4. Samsung Partners with t3 with a focus on CBRS and FWA for rural

5. T-Mobile expands its 5G FWA service footprint - is it winning the FWA battle against Verizon?

6. Ericsson introduces a smaller AIR 3268 Massive MIMO radio which weighs 40% less than its predecessor weighing only 26 pounds and packing 200W of output, designed specifically for mid-band deployments

1. Dell Technologies is posting multiple Open RAN deals in the EU - can they materially impact 5G deployments?

2. Apple iPhone 13 Launch 5G Support, iPad Mini 5G no mmWave, Aggressive Carrier Deals

3. US Cellular chooses Nokia for 5G SA core that builds upon prior 5G RAN mmWave trials - what’s the potential impact on US rural connectivity

4. 3.45 to 3.55 GHz 5G spectrum auction being dubbed the Andromeda Auction, how much are carriers willing to spend, and who will be bidding?

5. Telefonica partners with a Spanish VC to fund disruptive tech tied to 5G, IoT, and AI - can it facilitate meaningful new use cases and services?

6. Dish is seeking permits from the FCC to test 5G using its 600 MHz Spectrum

1. AT&T and Oneweb partner up to extend reach into remote areas - could it be successful?

2. Dish’s 5G delays

3. NFL and Verizon Ink rumored $1B 10-Year Partnership Deal Extension with 5G as focus

4. Cisco partners with a handful of companies in Austria for a remote piloted racing car POC- could it represent a future 5G powered service?

5. Ericsson 5G energy saving trial with Vodafone UK using 32t32R radio

6. IAA 2021 - Qualcomm’s 5G Vision for Automotive and ADAS

1. Will’s observations and insights from the live Big 5G Event 2021

2. Midband battles continue, AT&T pushes FCC to limit T-Mobile’s holdings

3. Nokia and Ericsson pump the Open RAN brakes - what does it all mean?

4. AT&T 3G Sunset still going forward, necessary for making more of its low-band 850 MHz available.

5. Bharti Airtel plans to raise ~$3B through an equity transaction to prepare for upcoming 5G spectrum auctions - what are the longer-term ramifications?

6. Deutsche Telekom and Vodafone partner with BMW to bring 5G to cars with eSIM

1. AT&T and Cisco announce a partnership supporting 5G IoT - what are the implications and use cases?

2. GSA Report - 176 Mobile Carriers have deployed 5G in 72 countries

3. China’s 5G rollout slows in the first half of 2021 - what’s to blame?

4. Is India’s DoT Slowing 5G with too much regulation with its 5Gi push? Is LMLC worth possibly increasing the cost of equipment? Wouldn’t freeing up more low-band spectrum make more sense?

5. The South Korean government plans to incubate nearly 2,000 5G service-oriented companies over the next 5 years - could this extend the region’s 5G leadership?

6. LG 6G Terahertz Trial & Samsung announces investment of $200B over 3 years into chips, biotech and 6G. 155 to 175 GHz Band across 100M/300 Feet trial.

1. Dish casts out bold timelines for its 5G network deployment - will it deliver?

2. AT&T 5G News: Automotive GM Deal in 2023, University of Tennessee mmWave Test Bed for AR & VR and FirstNet 5G expands to 10 more cities

3. Rakuten losses soar as it blames 4G and 5G base station investments - is this reality given the operator’s embracement of Open RAN?

4. Renewed concerns regarding CBAND spectrum interference with airplane altimeters, how does this impact Verizon and AT&T’s rollout?

5. KT points to growing 5G adoption for its recent Q2 double digit growth - are discrete services fueling its momentum?

6. Qualcomm RB5 5G Drone Platform

1. Rakuten announces its intent to acquire Open RAN player Altiostar - is it a smart move?

2. T-Mobile Makes New 5G Use Cases Real With Sarcos Robotics and Fisk University’s VR Cadaver Lab powered by Victory XR and HTC Vive with 5G

3. Huawei invests $100M in Asian Pacific startups - could it be a diversification strategy on the heels of its recent earnings dip?

4. Google Announces Tensor SoC for Pixel, dropping Qualcomm but no mention of 5G or who might supply modems?

5. Will’s recap of his conversation this week with OnGo Alliance/ CBRS

6. International 5G Update: Chinese Operators have deployed 961,000 5G base stations and 365 million 5G-connected devices (22.8%), South Korea hits 16.48 million 5G subscribers or 23% total market penetration

1. Nokia announces 2Q earnings - have they turned the 5G ship around?

2. Whitehouse Infrastructure Deal, $65 billion agreed to for broadband

3. Samsung Networks and Verizon trial a fully virtualized 5G session using MIMO over C-band - can it help accelerate the operator's mid-band spectrum deployment?

4. Qualcomm & Apple Earnings, how 5G devices affect that

5. Vodafone UK pegs the private 5G networking opportunity at ~6B pound sterling in the U.K by 2030 - is it a realistic prediction?

6. Huawei P50 Series uses Qualcomm’s Snapdragon 888, but no 5G

1. Spain nets a billion euros in recent 5G low band spectrum auction - was it a success?

2. Apple iPhone SE 3rd generation might come with 5G in 2022? Does this really mean it could launch its own 5G network?

3. AT&T, Verizon earnings recap - T-Mobile preview

4. Open Signal – European 5G Smartphone Speed Race Results

5. AT&T and Dish strike $5B MVNO deal - what happened with T-Mobile?

6. Intel and TSMC expect chip shortage to continue into 2023, we explain why

1. Samsung Networks helps Korea Telecom deploy the first commercial Standalone 5G network in South Korea - what does it mean for new service delivery?

2. Verizon Expands 5G FWA business offering to 42 cities, up from 24 and offers up to $1,500 for early terminations and 10-year contracts

3. AT&T 5G Event in New York this week - Will recaps his insights

4. T-Mobile keeps 5G coverage and speed crown, according to OpenSignal

5. Ericsson signs an expanded multi-year $8B+ agreement to build out Verizon C-Band spectrum assets along with mmWave - can it help accelerate the carrier's 5G mid band deployment?

6. Samsung and GBL Deploy 5G testbeds for US DoD for AR & VR Training

1. T-Mobile and Halo partner to deliver 5G remote piloted cars - is this the killer use case we’ve been waiting for?

2. AT&T, Samsung and Qualcomm help launch UT’s 6G Research Center

3. AT&T and Google Cloud announce edge tie up - can the third place hyperscaler step up?

4. 5G Services are available in 1,662 cities across 65 countries according to Viavi’s latest 5G report

5. Huawei plans to get into semiconductor fabrication - can it scale quickly enough to support its 5G needs for infrastructure and devices?

6. T-Mobile gears up for ASG with MLB AR App and 5G Player PoV Cameras

1. AT&T announces that it will move its 5G mobile network to the Azure for Operators cloud - is it a wise move?

2. New 5G Chipsets - Qualcomm Snapdragon 888+ and 2nd Gen 5G RAN Small Cell FSM200xx Platform - Marvell Octeon 10 DPU with ARM Neoverse N2 CPU Cores and Custom ML Engine

3. Ericsson and Google partner for edge enablement - can it help accelerate Google from laggard to leader?

4. Elon Musk Speaks at MWC 2021 - Says Starlink is complementary to 5G and Fiber and designed to reach the last 3% and 5%

5. Telefonica speaks harshly about EU operator regulations - are they on the mark?

6. Deutsche Telekom and Ericsson Demonstrate 5G Network Slicing with VR in lab trial and NVIDIA CloudXR 3.0

1. Nokia refreshes its AirScale 5G RAN portfolio - can it better compete with Ericsson and Samsung Networks?

2. Samsung Announces New 5G Chipsets & RFICs for Infrastructure at Samsung Networks: Redefined 2021

3. RootMetrics identifies South Korea as a leader in 5G deployment - what’s the advantage for the country and its operators?

4. China Mobile Adds 16.65 million 5G Subscribers in May, up to 221.95 million 5G subs and up from 55.60 million a year ago. China Mobile’s current user base is 942.8 million

5. TMobile sells 5Gin and 5Ginger beer - random gimmick or marketing genius?

6. South Korea Eyes First 6G Network in 2028

1. Reliance Jio commences 5G SA trials ahead of spectrum auctions in India - will it give it a leg up against competitors?

2. Dish/Dell 5G edge cloud tie-up

3. Dish Project Gene5is - Sign Up for Dish’s 5G Network has begun!

4. Ericsson weighs in on expected 5G subscriber numbers through the end of 2021 as well as future projections - how does 5G adoption compare to the other Gs?

5. C-Band - AT&T/Nokia field trial 5G call

6. Samsung is already starting to test Terahertz spectrum for 6G Wireless with UCSB

1. Vodafone Germany establishes 5G, 6G research facility - can it enable competitive advantage?

2. Deutsche Telekom tests VoNR across multiple handset vendors with Ericsson, Nokia, Qualcomm, Samsung, and Xiaomi interoperability test

3. Ericsson introduces a private 5G networking bundle - can it simplify deployments?

4. 2.5 GHz Auction Fight - AT&T and Dish Gang Up on T-Mobile

5. BT trials use of new fiber optic cable to enhance 5G network performance - is it full of hot air?

6. Italy and Malaysia Set to Greenlight Huawei as a 5G Vendor

1. AT&T spins off WarnerMedia - is it a smart move relative to future 5G services leverage?

2. AT&T Builds Private 5G Network for Cancer Patients at USC’s Ellison Institute for Transformative Medicine (mmWave 5G + MEC)

3. Qualcomm 5G Summit insights

4. Snap Announces Ghost AR Incubator with Verizon for Creators and 5G

5. Will Covid-19 impact India’s 5G deployment plans?

6. India Mid-Band (3.3 – 3.6 GHz) 5G Auction in 2022

1. Telefonica and Microsoft announce 5G edge tie-up - are they late to the cloud party?

2. GSA 5G Report: 468 Commercial Devices, up 7.5% over last month and 28.6% on the year

3. US Coalition calls for FCC 12 GHz spectrum sharing with LEO providers - is it a smart move?

4. Apple 5G Modem Report - not much to see here, yet

5. Startup Airwaive wants to help with small cell deployment - can it help speed 5G deployments?

6. FCC is asking for comments from the industry on the impacts of chip shortage

1. Cradlepoint and Celona partner to deliver 5G services - what is the potential value?

2. Verizon C-Band mmWave carrier ag trial? Hit 4.3gbps using 100MHz channel of C-band and 600MHz of mmWave.

3. Starlink Speeds Reported by Ookla - Could this be a 5G FWA competitor in rural areas? Has 500K Orders in place.

4. T-Mobile crushes Q1 earnings - is there additional upside?

5. U.S. Cellular extended range mmWave 5G news (w Ericsson, Inseego, Qualcomm) at 7KM and 1Gbps

6. India’s big 4 operators (Bharti Airtel, MTNL, Reliance Jio, and Vodafone) are conducting 5G trials but no equipment from Huawei or ZTE will be used even though they were granted permission by the government last year. They are using Ericsson, Nokia, Samsung, and C-DOT equipment instead.

2. OpenSignal mmWave Coverage Findings

3. T-Mobile and Lumen Technologies announce edge infrastructure partnership - is it competitive with recent Verizon MEC announcements?

4. Qualcomm Earnings, Mollenkopf hands over to Amon, 130 5G licensing agreements with an estimate of 450 to 550M handsets in 2021

5. OneWeb is finally getting off the ground with LEO satellite network - can it compete with SpaceX, others to help bridge the digital divide?

6. NSF’s 6G RINGS (Resilient and Intelligent Next-Generation Systems) is a public private partnership including Apple, Ericsson, Google, IBM, Intel, Microsoft, Nokia, Qualcomm and VMware and the NIST to disperse $40M in Research Funding for 6G academic research projects.

1. Dish and Amazon Web Services announce 5G RAN and Core deployment on public cloud-based infrastructure - is it a winning strategy?

2. Verizon mmWave expansion, C-Band Deployment and Earnings, Taps Samsung and Ericsson for C-Band equipment

3. AT&T earnings insights

4. China boasts 792K 5G base stations at the end of Feb

5. New York state mandates broadband pricing for economically disadvantaged subscribers - what’s the impact on operators such as AT&T, Verizon, and T-Mobile offering 5G FWA services?

6. Republicans counter Biden’s $100 Billion broadband initiative with $65 billion for broadband

1. Target industries and applications

Manufacturing for machine-to-machine communication and process automation. Energy and utilities for grid management. Farming and ranching to improve crop and livestock yields through the application of "AgTech" methodologies. Broadly speaking, operational technology (OT) environments will benefit from the deployment of cellular infrastructure. Nearly 3/4 of these enterprise "non-carpeted" areas such as warehouses, manufacturing lines, and industrial control systems are not connected by Wi-Fi today.

2. The co-existence of 4G, 5G, and Wi-Fi

Enterprises have a number of choices with respect to wireless connectivity. Wi-Fi enjoys a broad install base and supports the basic connectivity and application needs of knowledge workers cost-effectively. However, cellular private networking is poised to meet the more demanding needs of industrial applications. Today, 4G supports a majority of industrial use cases, and 5G with its improvements in throughput and lower latency is poised to unlock new ones.

3. General deployment considerations

Should businesses own its private networking infrastructure on-premise or consider SaaS/cloudified or managed service offerings? There are many pros and cons to owning versus a subscription including the balance sheet treatment of capital versus operational expenses as well as the need for immediate upside capacity and access to the latest feature releases. The ultimate decision should be made based on enterprise needs and IT staffing levels.

4. Nokia’s value add and market position

It is Moor Insights & Strategy’s opinion that there are only a handful of providers that can offer an end-to-end solution. We believe that Nokia is well-positioned to deliver a robust private networking platform based on its broad portfolio, deep experience, and overall leadership in private networking relative to its traditional peers, as highlighted by more than 260 4G and 5G customer deployments to date.

1. AT&T announces its plans to bridge the digital divide in the U.S. - will it make a difference?

2. Qualcomm and Ericsson pushing the limits of 5G with Carrier Aggregated calls and UL MIMO

3. Vodafone becomes the first operator to launch 5G Standalone in Europe - will it become a competitive advantage?

4. Ookla gives T-Mobile the fastest 5G crown

5. Verizon launches “hyper-precise” positioning leveraging its IoT platform - is there a gap in its plans?

6. US National Parks to launch 5G service - what are the compelling use cases?

1. T-Mobile 5G ‘Uncarrier’ announcements - what does it mean for rural America?

2. GSMA secures travel ban exclusions for MWC attendees, will people still go?

3. Insights from Light Reading Open RAN World Digital Conference

4. Samsung launches new low-cost 5G phones in US, A52 5G, A42 5G and A32 5G starting at $279

5. AWS extends its telco cloud lead over Azure and Google with enterprise private MEC

6. AT&T Sues Pittsburgh over Small Cell fees, could this be a sign of more problems to come in densifying 5G networks?

1. Cisco Live! insights related to Internet infrastructure announcements and 5G plans

2. New Samsung equipment doubles mid-band 5G radio bandwidth to 400 MHz.

3. Ericsson embraces open with the launch of Open Lab - Cloud RAN is a focus but will they go kicking and screaming along with Open RAN?

4. Huawei Earnings – Up 3% on Revenue and Earnings, outlook is uncertain

5. Can Biden’s $2T infrastructure plan really address the digital divide when the FCC continues to take spectrum money to the bank?

6. FTC Drops Qualcomm Anti-Trust Fight

In this episode of The G2 on 5G, Anshel and Will Cover:

1. China accelerates R&D focus on 6G over the next five years - is it a wise move?

2. Lockheed Martin and Omnispace Partner on 5G Network in Space

3. T-Mobile 5G Open Innovation Lab opening - what are AT&T and Verizon doing as well?

4. AT&T and Verizon Standalone 5G Timelines Drifting

5. Samsung Networks to supply Docomo with 5G Open RAN - what’s the impact on the Japanese market?

6. Marvell and Samsung Chip News, Intel Fab Efforts $20B in Az, More chip news down the pipe

1. Nokia Capital Markets Day recap and insights & AT&T and Nokia 5 year CBand deal

2. New Samsung A52, A52 5G and A72 Devices Powered by Qualcomm Snapdragon

3. Airspan Networks and NBA SPAC announcement and my conversation with CEO Eric Stonestrom; Airspan and Rakuten Open RAN announcement

4. Huawei to Start Charging 5G Royalties

5. UK operator mid-band 5G spectrum auction insights 1,4B £ low/ mid and US 3.45-3.55 auction in October

6. The State of 5G in Early 2021 Report, Part 1 and 2 Now Available on Forbes

1. T-Mobile and AT&T analyst day recaps

2. Verizon analyst day recap & CBRS 4G

3. MWC21 - will the show go on?

4. Apple Building a $1.2 billion 5G silicon R&D facility in Munich

5. Nokia CBand analyst session recap and Open RAN announcement

6. GoGo delays 5G Network Deployment to 2022 Due to Chip Shortage

1. Marvell 5G announcements with Fujitsu and Facebook Connectivity

2. New T-Mobile Business Plans, Home Office Internet gateway, new collaboration solutions

3. Verizon Business Analyst Event recap

4. US Air Force Exploring 5G for Communications, inc MmWave, Massive MIMO & Satellite

5. Celona and Inseego partner to extend the reach of private 5G networking

6. Indian Spectrum Auction Yields $10 billion, lots of unsold spectrum likely due to reserve prices being too high (the auction was expected to generate $55B+)

1. FCC overhauls broadband coverage maps to address digital divide in the U.S. - will 5G FWA play a role?

2. New T-Mobile MAX and 55+ Unlimited 5G Plans

3. Making sense of the CBand auction - recap of Will’s RCR Wireless Analyst Angle contribution - Verizon rings in at $45B+

4. GSMA Says China will reach 822 million 5G Subscribers by 2025

5. DARPA and the Linux Foundation collaborate to accelerate 5G deployment for the U.S. federal government

6. The FCC is considering another mid-band auction, this time at 3.45 GHz (100 MHz)

1. EU/ EC investigation of 6G

2. Qualcomm Snapdragon X65, X62 modems, and QTM545 and QTM547 mmWave Modules, new FWA reference design

3. Spirent Communications 5G report key insights

4. GSA Report - 144 Operators in 61 Countries Have Live 5G Networks

5. Nokia’s Open RAN push in Brazil and its potential to accelerate 5G applications

6. Eric Schmidt and Nokia’s Ed Cholerton are concerned about C-Band auction

1. Nokia and T-Mobile earnings insights

2. CTIA US Economic Report - Boston Consulting Group - 5G Impact of $1.4 to 1.7 Trillion over next 10 years and 3.8 to 4.6 million jobs during that period

3. John Deere acquires CBRS mid-band spectrum- what does it mean for 5G fueled AgTech in the U.S.?

4. Omnispace Hybrid 5G IoT company gets $60 million in funding which will help it get more 2 GHz S-Band for satellite to combine with terrestrial spectrum to improve coverage and speeds

5. Verizon plans to lean into its 5G Ultra Wide Band service for the Super Bowl - will it demonstrate the true promise of 5G?

6. T-Mobile Super Bowl LV 5G deployment utilizing 600, 2.5 GHz and 39 GHz bands and includes 80 MHz of spectrum for 2.5 GHz alone

1. AT&T, Verizon earnings insights, T-Mobile to announce next week on Feb 4th

2. IDC Reports Global smartphone market share vastly affected by 5G, down 5.9% full year, up 4.3% Q4 YoY

3. Ericsson reports strong earnings buoyed by 5G and Huawei ban - can they continue their momentum?

4. 5G Modems more than doubled in 2020 according to GSA

5. Dell Tech, VMWare, and SK Telecom team to deliver a simplified platform to facilitate private 5G networking and edge computing

6. 5G Fastest Network Shenanigans - Verizon, AT&T and T-Mobile all claim the fastest networks

1. OnGo Wireless/ CBRS expand spectrum access footprint globally - what does it mean for 5G private cellular networking?

2. Ookla’s SpeedTest Finds AT&T is the fastest 5G network in Q4 2020

3. Nokia and China Mobile trial AI RAN - can it deliver efficiencies for future 5G service delivery?

4. Snapdragon 870 and MediaTek Dimensity 1100 and 1200 announcements for 5G Phones

5. Verizon & Unity 5G MEC Partnership - what it could mean for future consumer and enterprise 5G services

6. Dept of Commerce - National Telecommunications and Information Administration - National Strategy to Secure 5G Plan - 7 Part Plan

1. Will’s recent top three predictions for cellular networking in 2021 Forbes article recap

2. Samsung Galaxy Unpacked 2021 - Samsung Galaxy S21 5G, S21+ and S21 Ultra

3. T-Mobile signs new multi-billion dollar 5G deals with Ericsson and Nokia - what does it mean for the “Uncarrier”?

4. Verizon 5G CES 2021 Keynote with Hans Vestberg

5. Verizon embraces Open RAN - or do they?

6. T-Mobile and Nokia Sign 5-year Deal Extension for 2.5 GHz 5G Massive MIMO

1. Private 5G networking ramps in 2021

2. Qualcomm Snapdragon 480 5G Chipset & New CEO

3. SK Telecom and AWS partner to deliver edge cloud services with Wavelength to supercharge 5G services

4. 5G Chip in COVID Vaccine - Actually A Guitar Pedal

5. FCC C-Band Auction Breaks $80 billion - what are the implications?

6. T-Mobile is preparing for 5G FWA after testing with 4G Pilot

1. Will Open RAN have a demonstrable impact on 5G deployments?

2. China Mobile claims 147 million 5G Subscribers, up from 6.7 million in January

3. Ericsson aims to bring disruption to maritime communication with 5G

4. 3GPP Anticipates Release 17 will be complete in 2022

5. US military aims to make 5G the center of communications with JADC2

6. C-Band Auction, now in its 30th round, has raised over $50 billion

1. Microsoft Azure and DT strike 7 year strategic partnership

2. Jio launching 5G network in 2H 2021

3. AWS ReInvent 5G takeaways

4. Qualcomm and NTT DoCoMo commercially launch first commercial Sub-6 Carrier Aggregation with speeds up to 4.2 Gbps

5. Marvell announces end to end 5G OpenRAN portfolio

6. 5G mmWave developments - AT&T Falling Behind Verizon and LG U+, LG Electronics and Qualcomm bring mmWave to South Korea.

1. Nokia helps Bosch Global launch 250 private 5G networks

2. Qualcomm Snapdragon 888 with X60 5G Modem launch

3. Dish pulls in its 5G deployment timeline with new fiber plan

4. 5G Faraday Cages on Amazon and upset users

5. Where is my 5G? Will speaks to NPR Marketplace this past Monday

6. Open Signal Reports 5G Speeds are similar across all 3 carriers

1. House passes $750M Open RAN bill- what does it mean for adoption?

2. Nokia, Qualcomm and Elisa show off 8 Gbps mmWave with two devices

3. Start-up Celona and HPE Aruba partner to deliver integrated private networking solutions - how is it different than Nokia and Federated Wireless offerings?

4. Qualcomm was given permission to sell Huawei 4G chipsets, not 5G

5. Dish leases space on ~20K cell towers with Crown Castle - how does it impact its 5G rollout? (Dish may lose $3.3 billion in spectrum)

6. Verizon & Apple Enterprise partnership to swap entire fleets of iPhones to iPhone 12 to get users on 5G at no cost.

1. T-Mobile 5G FWA rollout slated for 2021- can it help bridge the digital divide?

2. SK Telecom and Deutsche Telekom 5G Joint Venture

3. Dish announces its 5G deployment won’t happen until 2H 2021 - why it’s puzzling

4. Apple and Google join Next G Alliance for 6G

5. China launches 6G test satellite - does it kick off a new race to 6G?

6. China claims 700,000 5G base stations

1. SK Telecom reports soaring profit and points to 5G as a catalyst

2. Qualcomm and T-Mobile Earnings - Huge 5G Momentum

3. Mavenir pulls the plug on its IPO - is there trouble in Open RAN paradise?

4. Smartphone Market Share Changes, Samsung #1, Huawei #2, Xiaomi #3 and Apple Slips to #4

5. Vodafone UK replacing Huawei with Open RAN for 5G - risky move or a trailblazer?

6. Samsung & KT Collaborate on SA and NSA common core network

1. Recent Cisco 5G announcements with AT&T for IoT and Verizon for MEC propel gains in its service provider business

2. T-Mobile 5G Mid-Band Rollout - 400+ cities

3. Ericsson Cloud RAN portfolio and what it means for 5G deployments

4. US DoD Spectrum Sharing Announcement

5. FCC 5G Fund for Rural America - where will the ~$9B be spent?

6. NBA Gearing up for 5G and VR in post-COVID world

1. Nokia to deliver 5G on the moon?

2. Verizon, Ericsson & Qualcomm hit 5 Gbps in Lab/ Q3 Base Station deployment more than all of 2019

3. Qualcomm 5G RAN infrastructure announcement

4. China Mobile 44m New 5G Subscribers in Q3

5. 6G Symposium and possible technology platform enablers

6. T-Mobile 5G Venture Fund

1. Nokia predicts $8T in GDP generated by 2030 through 5G private networking; is that realistic?

2. Operators 5G Marketing leading Up to iPhone 12 Event

3. AT&T extends FirstNet to the U.S. Army; what’s the significance?

4. iPhone 12 5G AppleEvent - Carrier Promos Aggressive

5. Qualcomm 5G Summit next week; expectations of key announcements

6. 6G Alliance - Next G Alliance - AT&T, Bell Canada, Ciena, Ericsson, Facebook, InterDigital, JMA Wireless, Microsoft, Nokia, Qualcomm Technologies Inc., Samsung, TELUS, Telnyx, T-Mobile, UScellular and Verizon

1. Cisco launches disruptive CDN edge enabled architecture with two partners - how could 5G supercharge the effort long term?

2. T-Mobile tests 5G carrier aggregation with LG, Ericsson and MediaTek

3. USPS wants to help deliver national 5G - could they really play a role?

4. Pixel 4a 5G and Pixel 5

5. Mavenir seeks $100M IPO timed to Open RAN momentum - is it a smart move?

6. iPhone 12 5G Next Week, What to Expect?

1. 5G Use Cases

2. 5G Mid-Band opportunities and technologies

3. Private Networks and enterprise 5G use cases

4. The impact of Long Reach mmWave on 5G

1. MWC 21 moves to the summer of 2021- anticipated themes and 5G related announcements

2. Samsung, Verizon & Qualcomm Announce 5G Small Cells for Indoor

3. AT&T to deliver 5G and NaaS to three Air Force Bases in the U.S.

4. Amazon Luna Cloud Gaming + AWS Wavelength adds 3 more cities with Verizon (Atlanta, NYC and DC)

5. U.S. Dept of Defense investigates operating its own private 5G networks

6. 3GPP Release 17 Potential Delays?

1. MVNO World Congress & 5G opportunities including Fixed Wireless Access - FWA

2. Netgear Mobile 5G Router on AT&T

3. Qualcomm + US Cellular Hit 3 Miles at 200 Mbps with mmWave in Rural Wisconsin Settings

4. AT&T COVID-19 Silver Lining – Learning to Adapt to the Unexpected

5. Verizon buying Tracfone for $6B

6. Apple Event – Apple Watch & iPad including potential 5G iPad

1. Cisco’s rural broadband efforts - can Open RAN help?

2. Casa Systems AurusAI High-Power mmWave CPE for 5G

3. Samsung and Verizon partner on a $6.6B infrastructure deal to support next-generation 5G services

4. T-Mobile MU-MIMO 2.5 GHz 5G - 8 Users @ 700 Mbps, Peak throughput of 5.6 Gbps with a 16-layers of MU-MIMO (currently only 8 streams, expected in 2021)

5. U.S. government to invest $1B in 5G and other emerging technologies with lab efforts at major universities

6. nReal raises $40 million, is partnered with LG U Plus on 5G. LG U Plus spearheaded an XR content alliance on 5G networks with Qualcomm, KDDI, Bell, China Telecom and Felix and Paul

1. Telefonica Germany partners with AWS for 5G core virtualization

2. Qualcomm IFA 2020 - Snapdragon 4 Series 5G, Acer 8CX 5G, Live Nation Partnership

3. The SoftBank fire sale continues

4. StarLink and OneWeb Developments

5. Verizon and Dish spend big bucks in recent PAL 3.5GHz auction to shore up 5G gaps

6. T-Mobile rolls out 2.5 GHz Mid-Band in 81 cities

1. CBRS PAL auction recap

2. Qualcomm & Ericsson 5G SA CA Interoperability test @ 2.5 GHz hits 2.5 Gbps

3. British Telecom braces for takeover defense

4. Open signal shows that the US has some of the slowest 5G in the world

5. Dish teases with dynamic pricing models for 5G - does it make sense?

6. Verizon will stream NASCAR in 360 over 5G from the infield

1. Vision for compelling 5G use cases

2. How does your Sprint experience benefit the new T-mobile from an enterprise services perspective (talk to Will’s Forbes contributions highlighting this point)

3. How do the recent SA announcement and broad-spectrum footprint (layer cake reference to Anshel article) drive real digital transformation?

4. Have there been any unique challenges with the 2.5 GHz rollout with the Sprint spectrum assets?

1. Cisco’s rural broadband efforts - can Open RAN help?

2. Casa Systems AurusAI High-Power mmWave CPE for 5G

3. Samsung and Verizon partner on a $6.6B infrastructure deal to support next-generation 5G services

4. T-Mobile MU-MIMO 2.5 GHz 5G - 8 Users @ 700 Mbps, Peak throughput of 5.6 Gbps with a 16-layers of MU-MIMO (currently only 8 streams, expected in 2021)

5. U.S. government to invest $1B in 5G and other emerging technologies with lab efforts at major universities

6. nReal raises $40 million, is partnered with LG U Plus on 5G. LG U Plus spearheaded an XR content alliance on 5G networks with Qualcomm, KDDI, Bell, China Telecom and Felix and Paul

1. White House Orders Freeing of 100 MHz of mid-band spectrum for 5G

2. White House Orders Freeing of 100 MHz of mid-band spectrum for 5G Cont’d

3. Rakuten 2Q financials and insights into its 5G deployment journey

4. Ericsson hits 100 5G deals

5. Huawei feels the effects of the semiconductor blockade with TSMC and will cease production on a key piece of silicon

6. T-Mobile Thousands of 2.5 GHz 5G Sites

1. T-Mobile earnings recap and SA announcement; preview of John Saw debut on the SA Edition on Friday, Aug 21st

2. South Korean Average 5G Download is 656.6 Mbps which is 4x faster than Typical Korean LTE speeds, SKT 788.97 and KT at 652.1 and LG U+ at 528.6

3. Intel and VMware vRAN announcement T-Mobile 5G Analyst Call About 2.5 GHz and Standalone 5G

4. Dish buys Ting, further indicating they are really serious about being competitive

5. AWS Wavelength and Verizon announcement

6. Samsung Galaxy Unpacked, Galaxy Note20 5G, Galaxy Z Fold 5G and Galaxy Tab S7 5G

1. Deutsche Telekom 5G deployment progress

2. Qualcomm & Apple Earnings & 5G iPhone Delays

3. CBRS PAL auction update and what it means for enabling future 5G private networking use cases

4. T-Mobile 5G Analyst Call About 2.5 GHz and Standalone 5G

5. Low orbit satellite “space race” involving OneWeb rescue plans and what it means for 5G backhaul

6. OpenXR Momentum and what it means for 5G

1. The Chinese government is mulling sanctions against Nokia & Ericsson - is it rational despite the ongoing pressure by the United States? Across the pond the United Kingdom is exploring 5G assistance from Japan given the Huawei void - but are NEC and Fujitsu capable?

2. T-Mo 5G Update, Standalone 5G in Q3 and Adding 2.5 in Houston, Chicago and LA

3. AT&T 2Q earnings and 5G pricing announcement

4. 5G at MCAS Miramar, First 5G on Military Base, San Diego already has a few spots of VZW 5G

5. HPE 5G lab announcement and what it means for advancing open, multi-vendor 5G solutions

6. China Mobile adds 14.4 million 5G Subs in June, Claims 70 million 5G Subs

1. Samsung lays out its vision and initial plans for 6G - key takeaways from its recently published white paper

2. Verizon stops using certain 5G ads that were found to be inaccurate based on Verizon's actual coverge

3. Deconstructing the impact of Open RAN - Will’s Forbes article this week

4. UK Bans Huawei 5G Infrastructure Nationwide

5. T-Mobile announces ScamShield service - how does it compare to offerings from AT&T and Verizon - Will and Anshel’s Forbes article this week

6. Reliance Jio announces own 5G platform for deployment in 2021

1. Nokia ORAN announcement and promise of a complete solution in 2021

2. 3GPP Release 16 Released, Quick Recap, Will Cover Deeper in next Podcast.

3. AWS Telco Symposium - impressions and insights

4. GSA Reports there are now 317 5G devices, up from 112 in May (135 phones (95 unveiled) plus 85 CPE, 49 modules, 22 hotspots, 5 laptops and 21 other devices. 76% support Sub6, 26% support mmWave and 20% support both.

5. Verizon 5G standalone core trial - a step closer to the promise of 5G

6. Ericsson’s 5G SA software, upgradeable Radio System Equipment from 2015 and newer. Privately released last month, T-Mobile and Telstra are already testing. Ericsson claims that SA 5G devices can connect to an SA 5G network six times faster than NSA mode.

1. FCC immediately cuts off Universal Service Fund for US rural operator maintenance of Chinese cellular infrastructure - is it too abrupt?

2. T-Mobile 60-Mile 5G Connection, Deactivates Sprint’s 2.5 GHz 5G and closes sale of Boost to Dish

3. Dish embraces ORAN but picks puzzling partners including Fujitsu - and a shoutout to Mavenir!

4. South Korea has almost 7 million 5G subscribers (SKT 3.11, KT 2.08, LG U+ 1.68)

5. EC (European Commission) sets small cell rules adoption - what is the impact on future 5G buildouts? And a shoutout to Airspan Networks!

6. AT&T expands 5G deployment to 28 more cities, employs DSS available in 335 total markets and covering 160 million pops

1. New Nokia CEO to take helm one month early and my recommendations for his initial priorities

2. GSA Report - 97 Operators in 17 countries hold mmWave spectrum for 5G with 24-29 GHz being the most commonly held bands

3. HPE Discover and HPE Edge Orchestrator announcement - what it means for operators deploying 5G networks and edge services

4. China Mobile claims 55.6 million 5G subscribers

5. The Linux Foundation and Frankfurt ONAP release - how will operators leverage open source to drive agility and 5G network automation

6. The Whitehouse (according to WSJ) wants large US tech companies to acquire European companies like Ericsson or Nokia, but nothing is concrete and these ideas have been thrown around before.

1. T-Mobile outage and FCC Chairman response - why he is dead wrong!

2. Qualcomm Snapdragon 690 and RB5 launch, bringing 5G to new segments AND Verizon adds Lenovo 5G PC to lineup

3. GSMA cancellation of MWC Americas and why a virtual event could have finally cemented its relevance

4. Nokia taps Broadcom for 5G chipsets

5. US moves to subsidize Brazil’s 5G deployment to push Huawei out - is this too extreme?

6. The Ericsson June 2020 Mobility Report - 190M 5G Subs expected by end of year

1. China Unicom operates 130,000 5G base stations nationwide, one report states, another states China may end the year with 600,000 5G base stations among all carriers; China Unicom Americas appears to become first restricted foreign entity in US

2. Finland 5G Operators all get 800 MHz in mmWave in 25 GHz to 27 GHz bands, Start July 1st

3. Canada Postpones 3.5 GHz spectrum auction due to COVID-19 for 6 months to allow operators to focus on essential services but is the coronavirus becoming a 5G scapegoat for operators as well? e.g. Rakuten delays, etc

4. Twitter starts to fact check 5G misinformation related to COVID-19

5. Nokia research identifies FWA as a big opportunity for 5G for consumers and SMBs based on surveys of US, UK, and South Korea - Captain obvious?

6. FCC 5G Developments - 5G Deployment Streamlined & Exploring use of 70/80/90 GHz for backhaul

Public Safety

Crowd-Sourced Journalism

Live Streaming over 5G

Mixed Reality Experiences

1. Nokia lobbies for Open RAN

2. Qualcomm XR Viewer Initiative with 5G Operators

3. 6G investigation recommendation by Alliance for Telecommunications Industry Solutions

4. Anti-5G USB Stick ‘5GBioSHield’ for $350 - Holographic Nano-Layer Catalyser

5. United Kingdom cybersecurity review of Huawei 5G deployment

6. Xiaomi K30i 5G is a 5G phone for $266 (Snapdragon 765G with X52 modem)

7. European Commission Wants to Accelerate 5G to speed up recovery and stimulate growth

0:00:14 1. Further U.S. restrictions on Huawei, impact, and resulting opportunity for other 5G infrastructure providers; Digital Huawei Analyst Summit insights

0:03:49 2. T-Mobile Uncarrier/2.5 GHz Speed Tests from Ookla 0:06:49 3. Rakuten’s 5G delay and insights given conflicting positioning from management over just the 4-6 weeks

0:09:29 4. Verizon Upgrades 5G Upload from 20 MHz to 100 MHz (30% faster than 4G today) PCMag tested and got 50% faster in RI

0:11:57 5. SoftBank divestiture of T-Mobile ($20B stock) - what’s affecting the former Sprint parent and its portfolio fallout that includes OneWeb; Vision Fund posts staggering $18B loss and places 15 portfolio companies at risk

0:16:29 6. National Advertising Review Board Says AT&T 5Ge is Misleading to Consumers

Microsoft acquires Metaswitch today - doubles down after recent Affirmed Networks acquisition on virtualization support to enable Azure to capitalize on 5G

5G Subscriber #s, 10% of LG U-Plus are 5G, China Claims 50 million 5G users

Dish drops its IoT; insight into where it should place its priorities around 5G to differentiate it from At&T, T-Mobile and Verizon

T-Mobile 2.5 GHz momentum

AT&T Warns COVID-19 May Slow 5G Pickup

Telia, Ericsson turn on 5G in Norway

Open RAN Policy Coalition announcement and it's potential to accelerate adoption and operator CapEx and OpEx disruption

5G Conspiracy Theories and Misinformation

IBM and Red Hat telco cloud and edge recap from IBM Digital Think 2020 - whats the disruption potential for operators

Open Signal Report 5G is faster than Wi-Fi in many countries, except the US

TMobile earnings and a look back at AT&T, Verizon, and future outlook amid COVID-19

T-Mobile SA Interop Milestone with MANY vendors

New Chinese regulations

Nokia's $1B 5G Deal

Dish Names Mavenir as First 5G Vendor

Apple's 5G iPhone

5G Rural Fund

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