The G2 on 5G Podcast by Moor Insights & Strategy Anshel Sag and Will Townsend

Podcast Show Notes: Episode 192 of G2 on 5G
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.

In this 191st episode of The G2 on 5G, we cover:
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

In this 190th episode of The G2 on 5G, we cover:
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

In this 189th episode of The G2 on 5G, we cover:
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

In this 188th episode of The G2 on 5G, we cover:
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

In this 187th episode of The G2 on 5G, we cover:
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