The G2 on 5G Podcast by Moor Insights & Strategy

By: Anshel Sag and Will Townsend
  • Summary

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

    Welcome and Introduction

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

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

    Snapdragon Summit Insights

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

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

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

    Qualcomm and ARM Dispute

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

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

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

    AST Space Mobile Developments

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

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

    iPhone 16 Reception

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

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

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

    Earnings Season Overview

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

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

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

    FirstNet Spectrum Expansion

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

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

    Conclusion and Audience Engagement

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

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

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    26 mins
  • G2 on 5G Podcast: Episode 207 - AT&T's Leadership Shift, SpaceX & T-Mobile's Emergency Tech, Nokia & NTT's 5G Partnership, KT's NTN Breakthrough, Verizon's New CTO, and Apple's Upcoming 5G Modem Debut
    Oct 9 2024

    Episode 207: G2 on 5G - Insights and Updates

    Welcome and Introduction

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

    AT&T Leadership Change

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

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

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

    SpaceX and T-Mobile's Emergency Authorization

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

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

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

    Nokia and NTT Partnership on Private 5G

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

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

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

    KT and KTSAT's NTN Technology Milestone

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

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

    Verizon's Restructuring and New CTO

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

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

    Apple's Upcoming 5G Modem

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

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

    Conclusion

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

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

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

    Welcome and Introduction

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

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

    Rocket Launch Impressions

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

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

    Milestone Achievements for AST SpaceMobile

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

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

    Design and Innovation in Satellite Technology

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

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

    AT&T's Strategic Partnership with AST SpaceMobile

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

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

    Job Creation and Economic Impact

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

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

    Bridging the Digital Divide

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

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

    AT&T's Commitment to Connectivity

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

    - Emphasizes the importance of broadband connectivity for societal advancement.

    Closing Remarks

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

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

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    24 mins

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