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The G2 on 5G Podcast by Moor Insights & Strategy

113 Episodes

25 minutes | Aug 12, 2022
The G2 on 5G Podcast – The G2 on 5G Podcast – Amazon 5G Robot Rumors, CHIPS Act Signed, Airtel 5G SA, Starlink Loses RDOF Funding, La Defense 5G Trials, Softbank's $23 billion Loss and Arm's Stellar Earnings
The G2 on 5G Podcast – Episode 112 – August 12th, 2022 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%
29 minutes | Aug 5, 2022
The G2 on 5G Podcast – Dish Launches Boost Infinite, Dish Might Walk From 800 MHz Spectrum, Semtech to Acquire Sierra Wireless, 2.5 GHz Auction, Reliance Jio 5G Launch, Helium’s New “5G” Network Isn’t Actually 5G
The G2 on 5G Podcast – Episode 111 – August 5th, 2022 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
25 minutes | Jul 29, 2022
The G2 on 5G Podcast – ExteNet Private 5G at CoTA, India's 5G Auction Results, NTT and Intel Help BMW, T-Mobile Earnings and Is 5G FWA Hurting Comcast's Growth, UK and South Korea Partnership
The G2 on 5G Podcast – Episode 110 – July 29, 2022 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
29 minutes | Jul 23, 2022
Verizon 2Q Earnings Disappoint, Samsung inks Mediacom FWA deal, Rural Carriers 5G Fund, Singtel 5G SA hits 95% coverage, Frankfurt Airport Private 5G and Crown Castle to Double Small Cell Deployments
The G2 on 5G Podcast – Episode 109 – July 23, 2022 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
29 minutes | Jul 15, 2022
The G2 on 5G Podcast – Nokia Partners with USAF, Verizon’s New 5G Plan, Will in Paris at LoRaWAN World Expo, Ericsson Earnings, Thales, Qualcomm, and Ericsson partnership on LEO Satellite for mobile, Open Signal reaffirms T-Mobile’s 5G leadership
The G2 on 5G Podcast – Episode 107 – July 15, 2022 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
27 minutes | Jul 9, 2022
The G2 on 5G Podcast - SpaceX's War on 5G at 12 GHz, AT&T CTO Shuffle, GE Healthcare 5G Lab in India, T-Mobile Home Internet Expands Again, Nokia and LG UPlus 5G and 6G R&D MOU and Parallel Wireless Layoffs
The G2 on 5G Podcast – Episode 107 – July 8, 2022 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
27 minutes | Jul 1, 2022
The G2 on 5G Podcast - Cisco and General Dynamics, Apple's 5G Modem Delays, Dish 5G Network Performance Issues, SES launches new satellite, Verizon 5G Connected Police Cruiser and TSMC and Samsung 3nm
The G2 on 5G Podcast – Episode 106 – July 1, 2022 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?
24 minutes | Jun 24, 2022
The G2 on 5G Podcast - Airbus 5G Network, Dish on Dish 5G Network Launch, T-Mobile and Dish Roaming Agreement, Nokia 5G Innov in Paris, Transport Network Evolution and SpaceX Opposition to 12GHz for 5G
The G2 on 5G Podcast – Episode 105 – June 24, 2022 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
26 minutes | Jun 17, 2022
Qualcomm Acquires Cellwize, Dish Launches 5G Service, Google Cloud Private 5G, T-Mobile Coverage Beyond, Verizon 5G CBRS and More FAA C-Band Drama
The G2 on 5G Podcast – Episode 104 – June 17, 2022 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
20 minutes | Jun 11, 2022
NTT DoCoMo and Nokia 6G Trials, India Carrier Association Pushes Back on Private 5G, SKT 5G Edge Zones, T-Mobile Launches VoNR and New Hotspot, Nokia and Cellnext Private Networking, NTIA Prelim Testing Finds No Harmful 5G Interference
The G2 on 5G Podcast – Episode 103 – June 11, 2022 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
22 minutes | Jun 4, 2022
Dish RAN Sharing, Next G Alliance 6G Use Cases, Verizon UWB Usage Spike, XCOM Labs at AWE2022, Nokia Open RAN and T-Challenge Winners
The G2 on 5G Podcast – Episode 102 – June 4, 2022 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
23 minutes | May 27, 2022
Orange & Ericsson 5G Drones in Spain, US Cellular Mid-Band 5G Buildout, Nokia Industrial 5G Devices, AT&T 5G Standalone Claims, T-Mobile Private 5G Launch, CISA and DoD announce 5G Security Evaluation study
The G2 on 5G Podcast – Episode 101 – May 27, 2022 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
24 minutes | May 20, 2022
Big 5G Event, India’s 5G Auction, BT Quantum Radio, Rakuten 5G FWA, Ericsson Private 5G BG and Canada Gives Huawei and ZTE The Boot
The G2 on 5G Podcast – Episode 100 – May 20, 2022 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
25 minutes | May 14, 2022
Vodafone and 3 Merger, Qualcomm 5G Summit, Meta Platforms Chooses AMD, MediaTek Analyst Summit, ZTE Slippery Slope and OpenSignal 5G Gaming Report
The G2 on 5G Podcast – Episode 99 – May 13, 2022 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
35 minutes | May 6, 2022
The G2 on 5G Podcast - Standalone Episode 7 - 5G OpenRAN with Qualcomm, HPE, Vodafone and AT&T
Qualcomm is undeniably at the center of the 5G ecosystem. In our latest Standalone G2 on 5G podcast - we discuss the company's transformative impact in vRAN & OpenRAN with Qualcomm, HPE, AT&T & Vodafone ahead of Qualcomm's 5G Summit on May 9-11.
25 minutes | May 5, 2022
The G2 on 5G Podcast - Dish Launches 5G Network, T-Mobie Uncarrier, US Cellular mmWave Launch, Google Cloud Buys MobiledgeX, AST SpaceMobile and C-Band 5G Fight Continues
The G2 on 5G Podcast – Episode 97 – May 5, 2022 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
14 minutes | Apr 26, 2022
The G2 on 5G Podcast - Standalone Episode 6 (Ep 96) with Dish Wireless’ Marc Rouanne
In this standalone episode of the G2 on 5G, Anshel and Will speak with Marc Rouanne, Dish Wireless’ Executive Vice President and Chief Network Officer. We had an in-depth conversation with him about a multitude of 5G infrastructure topics. 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?
22 minutes | Apr 22, 2022
The G2 on 5G Podcast - Ep 95 – Verizon bets on Casa Systems, T-Mobile Continues to dominate 5G speeds, GM deploys Cisco wireless backhaul, OpenRF says devices are coming, Huawei winning 5G and cloud in MENA, Samsung 5G Speeds beat Apple
The G2 on 5G Podcast – Episode 95 – April 22, 2022 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
22 minutes | Apr 15, 2022
The G2 on 5G Podcast - Ep 94 – DT Increases T-Mo Stake, Dish Low-Band 5G CA, Intel Buys Ananki, AT&T Asks for 6G licenses, Australian Utility Deploys 5G for Power Grid, Linux Foundation and Google launch Nephio
The G2 on 5G Podcast – Episode 94 – April 15, 2022 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
23 minutes | Apr 8, 2022
The G2 on 5G Podcast - Ep 93 - NTIA & DOD 5G Challenge, Northrup and Lockheed Expand 5G Partnerships, DT 5G SA Update, Fiber Backhaul Debate, Omnispace, T-Mobile FWA 5G Gateway Hardware - April 8, 2022
The G2 on 5G Podcast – Episode 93 – April 8, 2022 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)
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