• G2 on 5G Podcast: Snapdragon Summit Highlights, ARM vs. Qualcomm Dispute, AST Space Mobile's Defense Contract, iPhone 16 Sales Insights, AT&T, T-Mobile, Verizon Earnings, and FirstNet's New Spectrum Allocation

  • Nov 3 2024
  • Length: 26 mins
  • Podcast

G2 on 5G Podcast: Snapdragon Summit Highlights, ARM vs. Qualcomm Dispute, AST Space Mobile's Defense Contract, iPhone 16 Sales Insights, AT&T, T-Mobile, Verizon Earnings, and FirstNet's New Spectrum Allocation

  • Summary

  • Welcome and Introduction

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

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

    Snapdragon Summit Insights

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

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

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

    Qualcomm and ARM Dispute

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

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

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

    AST Space Mobile Developments

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

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

    iPhone 16 Reception

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

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

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

    Earnings Season Overview

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

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

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

    FirstNet Spectrum Expansion

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

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

    Conclusion and Audience Engagement

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

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

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