5G Guys | Tech Talks 5G Guys: Technology Experts

Telecom and Technology Earnings Insights: A Deep Dive with Industry Veterans
In this episode of 'The 5G Guys', hosts Wayne Smith and Dan McVaugh invite telecom industry veteran Jim Patterson to discuss the latest earnings reports from major telecom and technology companies. Jim Patterson, with a 30-year career including 15 years at Sprint and experience as an entrepreneur, now offers analysis through Patterson Advisory Group. The episode explores key themes in the earnings reports, such as reactions to pricing, C band deployments, and company strategies for managing debt. Patterson shares insights on Verizon's performance, AT&T's focus on fiber broadband and debt reduction, and T-Mobile's successful Sprint acquisition. The conversation also addresses the struggles and strategies of prepaid services, the impact of the Affordable Connectivity Program (ACP) winding down, net neutrality, and telecom companies' approaches to the evolving market. The episode concludes with discussions on Comcast and Charter Spectrum's recent performance, emphasizing Charter's successful mobile strategy.
 
 
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     Sunday Brief Website ➡︎ https://sundaybrief.com/
     Interim Earnings Report ➡︎ https://sundaybrief.com/value-creation-long-term-charts-fab-five-vs-telco-top-five-april-26/
     Full Earnings Report ➡︎
     Jim Patterson on LinkedIn ➡︎ https://www.linkedin.com/in/jipatterson/
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⏰Episode Minute-by-Minute⏰
00:00 Trailer
00:30 Introduction to the 5G Guys Podcast Episode
01:06 Earnings Season Insights with Guest Jim Patterson
01:30 Jim Patterson's Background and Expertise
02:06 Diving into Telecom Earnings: Key Themes and Takeaways
06:07 Verizon's Earnings Analysis: Postpaid, Prepaid, and FWA
18:21 AT&T's Earnings Overview: Broadband Deployment and Business Wireline
24:54 The Shift in Business Connectivity and Office Environments
26:56 Upcoming Focus: Verizon and AT&T's Strategy and Upgrades
28:51  T-Mobile's Earnings and Strategies
28:56 T-Mobile's Lumos Announcement and Strategic Moves
29:05 The German Ownership of T-Mobile and Strategic Implications
29:14 Unpacking T-Mobile's Strategic Moves
29:41 T-Mobile's Investment in Lumos: A Closer Look
30:26 Exploring the Wholesale Business Model
30:44 T-Mobile's Impact on Rural America
32:03 The Benefits of T-Mobile's Acquisition Strategy
32:34 Retail Prepaid Challenges and Strategic Shifts
36:50 The Affordable Connectivity Program (ACP) Explained
39:16 Net Neutrality and FCC Changes: What's Next?
41:49 The Evolution of Broadband and Its Future
47:24 Comcast's Earnings and Strategic Challenges
54:16 Spectrum's Position and Future Prospects
59:41 Charter vs. Comcast: A Mobile Strategy Comparison
01:01:47 Closing Thoughts and Future Outlook

Navigating the Waves of Telecom: From CapEx Booms to Strategic Spending
 
The 5G Guys podcast hosts, Dan McVaugh and Wayne Smith, introduce a new series titled 'Storytelling and Predictions,' aimed at sharing their extensive experience and insights into the telecommunications industry without overshadowing their guests. They dive into the impact of 5G on capital expenditure, noting a significant increase in spending to roll out 5G networks, which is now adjusting back to normal levels. The discussion transitions into the differences between CapEx and OpEx spending, emphasizing the shift towards maintenance and optimization of networks post-major rollouts. The hosts reflect on past downturns in the telecom industry, comparing them to the current market dynamics and predicting future trends, such as vendor consolidation and the strategic deployment of mid-band spectrum for 5G. The episode highlights the unique position of the telecom industry amidst economic fluctuations and the evolving landscape of network development.
 
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⏰Episode Minute-by-Minute⏰
 
00:00 Preview
00:59 Introducing the 5G Guys Podcast
01:30 Launching the Storytelling and Predictions Series
01:45 Why Storytelling Matters in Tech
02:21 Drawing from Decades of Telecom Experience
03:17 The Unique Format of the New Series
03:44 A Timely Tale: Navigating Downturns in Telecom
04:19 Firsthand Experiences with Industry Downturns
05:15 The Impact of Economic Events on Telecom
07:39 Understanding CapEx vs. OpEx in Telecom
11:29 Predicting the Future of Telecom and Vendor Dynamics
14:22 Government Funding and Its Impact on Telecom
15:12 Dan's Predictions for the Telecom Industry
17:35 Closing Remarks and Invitation to Connect

This episode of the 5G Guys podcast tackles the existential challenges facing the telecommunications industry, emphasizing how sometimes, telcos are their own biggest adversaries due to their inherently conservative nature. Hosts Dan McVaugh and Wayne Smith welcome repeat guest Pete Bernard to discuss his new venture, Edgecelsior, and explore how the telco industry can evolve amidst the rapid technological changes spurred by new technologies like AI, 5G, and edge computing. Bernard shares insights from his career, the strategic pivot towards Edge and IoT technologies at Microsoft, and his decision to start Edgecelsior, focusing on industry analytics, content publishing, and strategic work for other companies. The talk delves into the series 'Saving Telco from Itself,' identifying key areas for the industry to address: adopting a solutions mindset, investing in software, embracing edge computing, following the gravity of open architectures, and dialing down the 'Futurama'. The conversation also touches upon challenges such as regulatory environments, talent migration to technology sectors, and the need for telcos to innovate within a regulatory framework to avoid becoming 'dumb pipes.' Bernard argues for telcos to find their lane either as smart pipe providers or solution providers, underscoring the necessity for strategic reorientation to remain competitive.
 
 
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     Edgecelsior Website ➡︎ https://www.edgecelsior.com/
     Pete Bernard LinkedIn ➡︎ https://www.linkedin.com/in/bernardpete/
     Saving Telco from Itself Blogpost ➡︎ https://www.edgecelsior.com/_files/ugd/77feae_c8c119e0e343427ab9d9ea9323e08953.pdf
 
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⏰Episode Minute-by-Minute⏰
 
00:00 Trailer
00:28 Introducing the 5G Guys Podcast
01:25 Catching Up with Pete Bernard: From Microsoft to Edgecelsior
02:21 Pete Bernard's Journey and the Birth of Edgecelsior
04:55 The Hot Topic: Saving Telco From Itself
05:30 Exploring the Existential Crisis in Telco
07:52 Five Ways to Save Telco From Itself
11:49 The Challenge of Legacy Infrastructure in Telco
14:48 Open Architecture and Regulatory Challenges
17:11 Innovation Within a Regulatory Framework
18:09 AI Revolution in Customer Support
18:36 The Regulatory Landscape: US vs Europe
18:54 Telcos' Strategic Crossroads: Smart Pipe vs Solution Provider
20:21 The Challenge of Becoming a Cloud Provider
21:35 The Importance of Sales Alignment and Market Strategy
25:46 The Shift Towards AI and Job Reductions
27:50 The Edge Computing Opportunity
30:01 Talent Migration and the Future of Telcos
32:51 Innovating with Edge Data Centers and AI Workloads
34:54 Final Thoughts and Predictions

In this episode of 'The 5G Guys' podcast, hosts Dan McVaugh and Wayne Smith discuss the rapidly changing landscape of telecommunications infrastructure and 5G technology with guest Hugh Odom, the founder of Vertical Consultants. The discussion plunges into the transformation of carrier models for property owners, the influence of municipalities and private networks, and the necessity of regulation. Important subjects touched upon include the carriers versus tower companies' different business models, the introduction of small cells in the public right of way, and the realization of telecommunication services as the fourth utility. In the backdrop, Hugh Odom offers educated insights on the future of how business gets done between cellular carriers and tower companies and the building and landowners they do business with to procure leases for building their infrastructure.  Hugh shares his perspective on the need to shift the cell site leasing model to be more considerate of the needs and rights of the property owners who are leasing to the cellular carriers.  Join us in a great point-counterpoint discussion with Hugh about how business relationships can evolve and offer scenarios where all parties win.
 
 
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     Vertical Consultants Website ➡︎ https://www.celltowerleaseexperts.com/
     Hugh Odom LinkedIn ➡︎ https://www.linkedin.com/in/hugh-d-odom-a13b7025/
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⏰Episode Minute-by-Minute⏰
 
00:00 Trailer
00:28 Welcome to the 5G Guys Podcast
00:49 Introducing the Hosts and the Show
01:25 Guest Introduction: Hugh Odom
02:23 Hugh's Work with Vertical Consultants
03:30 History of Infrastructure Development
03:49 Changes in the Telecom Industry
04:31 The Evolution of Wireless Deals
05:00 The Impact of Infrastructure Build Out
05:19 The Challenges of Municipalities
07:13 The Changing Economics of Property Ownership
07:34 The Role of Vertical Consultants
08:44 The Shift in Lease Agreements
15:55 The Future of Municipal Networks
21:54 The Impact of Public-Private Partnerships
23:48 The Digital Divide and the Fourth Utility
25:04 The Potential for Regulation in the Telecom Industry
28:09 The Future of Network Deployment
29:58 Closing Thoughts and Reflections

In this episode, Dan and Wayne interview Cody Martin from Castle Rock Microwave and Jeff Vaughn from the Douglas County Sheriff's Office. They discuss the importance of effective public safety communications infrastructure, with a case study in Douglas County, Colorado, where they strengthened signal strength in 90% of schools, enhancing communication efficiency for first responders and the school’s security response teams. The podcast touches on the technical aspects, challenges faced in multi-agency coordination, the need for ongoing system monitoring, and the importance of consistent and accurate collection of system performance data. Technology lifecycles and future-proofing of designs are also discussed.
 
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     Castle Rock Microwave Website ➡︎ https://castlerockmicrowave.com/
     Email Cody Martin, Castle Rock Microwave ➡︎ sales@castlerockmicrowave.com
     Cody Martin LinkedIn ➡︎ https://www.linkedin.com/in/codycode/
     Jeff Vaughn, Douglas County Sheriff's Department LinkedIn ➡︎ https://www.linkedin.com/in/jeff-vaughn-5026264a/
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⏰Episode Minute-by-Minute⏰
 
00:00 Episode Sneak Peek
00:28 Welcome to the 5G Guys
00:57 Introduction to the Episode
01:28 Introduction to the Guests
02:14 Jeff Vaughn's Background and Role
02:44 Discussion on Public Safety Communication Problems
04:57 Introduction to Cody Martin and Castle Rock Microwave
05:34 Understanding the Current State of Public Safety Communications
07:00 Differences Between Public Safety and Commercial Communications
08:13 Importance of Interoperability in Public Safety Communications
10:19 Discovery Phase of the Project
11:50 Extent of the Communication Problem in Schools
15:45 The Role of Various Stakeholders in the Project
19:07 Takeaways and Impact of the Project
20:54 The Ongoing Process of School Network Upgrades
21:25 The Importance of Planning for Communication Infrastructure
21:48 The Lifespan and Future-Proofing of Communication Systems
23:03 The Role of Monitoring in System Maintenance
24:47 The Impact of Technology Changes on System Performance
26:41 The Role of Data in Public Safety Communication
27:29 The Importance of Frequency Management in Communication Systems
27:41 The Importance of Proper System Installation and Maintenance
28:43 The Broad Applications of Wireless Communication Technology

In this episode of the 5G Guys podcast, hosts Dan McVaugh and Wayne Smith explore private wireless networks with guest Jeff Hipchen, a Principal of RF Connect. They discuss how private wireless networks are utilized differently, giving examples in healthcare, professional sports, and higher education sectors. Hipchen emphasizes that private networks allow businesses to control their destiny as they allow the customization and security not offered by public networks. He also highlights how these networks supplement existing services like Wi-Fi and address capacity issues caused by the ever-growing number of devices and applications in use. Lastly, he touches on the potential for even smaller enterprises to improve connectivity.
 
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     RF Connect Website ➡︎ https://www.rfconnect.com/
     Jeff Hipchen Email ➡︎ jdh@rfconnect.com
 
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⏰Episode Minute-by-Minute⏰
 
00:00 Introduction
00:29 Welcome to the 5G Guys Podcast
01:07 Introducing the Guest: Jeff Hipchen
01:56 The History of RF Connect
03:10 The Evolution of Wireless Networks
10:03 The Shift to Private Networks
11:03 The Benefits of CBRS for Private Networks
13:04 Sponsor Break: Vertex Innovations
13:32 Public Carriers' View on Private Networks
16:00 Examples of Private Network Deployments
21:48 The Role of 4G and 5G in Private Networks
24:14 The Coexistence of Wi-Fi, Public Cellular, and Private Networks
29:36 The Future of Small Venue Solutions
29:43 The Potential of Moken for Private Networks
31:48 Conclusion and Contact Information
32:26 Outro