The G2 on 5G Podcast by Moor Insights & Strategy

Welcome and Introduction - Will Townsend welcomes Shahid Ahmed, who leads NTT DATA's private 5G initiatives - Discussion of Shahid's role in New Ventures and Innovation at NTT DATA Private 5G Momentum in 2025 - Identification of 2025 as a pivotal year for private cellular and 5G adoption - Three major forces driving demand: device availability, spectrum allocation, and improved economics Device Ecosystem Development - Progress in natively supported 5G devices for enterprises - Impact on deployment timelines and customer readiness Spectrum Availability Challenges - Regulatory hurdles in spectrum allocation across different geographies - Recent improvements in spectrum accessibility for enterprises Economics of Private 5G - Shift towards "Wi-Fi economics" for private 5G deployments - Cost comparisons between Wi-Fi and 5G implementations in large-scale environments Edge AI and Agentic AI in 5G Networks - Distinction between Edge AI and large language models - Applications of Edge AI in manufacturing and autonomous systems - Role of Agentic AI in business process workflows Factory of the Future Concept - NTT DATA's focus on enabling advanced manufacturing environments - Integration of robotics, automation, and connectivity in dark factories Convergence of Wireless Technologies - Emerging integration of 5G and Wi-Fi on single radio platforms - Implications for seamless connectivity in various settings Security Challenges in Network Transformation - Increased security concerns with automation and IP network integration - Ongoing nature of security challenges in modernized infrastructures NTT DATA's Comprehensive Service Offerings - NTT DATA's position as a major data center service provider - Private 5G as an entry point for broader network architecture transformation Partnership Highlights - Collaboration with Cisco, including ESIM integration in Meraki and Catalyst products - Simplification of device provisioning and configuration processes

Welcome and Milestone - Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast. - Reflection on the longevity of their roles as analysts. AT&T's Fiber Expansion - AT&T acquires Lumen's fiber portion for nearly $6 billion. - Expansion adds over 4 million consumer locations, primarily on the West Coast. - AT&T's goal to reach 60 million locations by 2030. Spectrum Auctions and Political Involvement - Discussion of President Trump's tweet about auctioning 600 MHz spectrum. - Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band. - Consideration of revenue generation through government spectrum monetization. Upper 12 GHz Spectrum for Satellite Connectivity - FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers. - Potential impact on companies like AST Space Mobile and Starlink. - Importance of fair allocation in potential auctions. Apple's 6G Preparations - Indications of Apple's focus on 6G development and hiring. - Analysis of Apple's potential strategies for 6G involvement and IP portfolio building. - Discussion on the importance of Apple's participation in 6G standard-setting. AWS Ends Private 5G Solution - AWS announces the end of its private 5G solution launched in 2021. - Analysis of challenges faced, including competition and complexity. - Reflection on the difficulties of entering the telco space for hyperscalers. Xiaomi's New SoC Launch - Introduction of Xiaomi's Xring 01 SoC using ARM technology. - Analysis of the SoC's positioning and potential market impact. - Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips. Closing Thoughts - Invitation for listener engagement and topic suggestions. - Memorial Day wishes for veterans.

Welcome and Introduction - Will Townsend and Anshel Sag return for Episode 224 of "The G2 on 5G" - Overview of six topics covered in about 20 minutes AST Space Mobile's New Consumer Satellite Service - Announcement of beta service by end of year, commercial service in 2026 - Potential offerings: text, internet data, video conferencing - Shift from middleware approach to direct consumer service EchoStar FCC Investigation - FCC investigating EchoStar's 5G network and spectrum usage - SpaceX's complaints about EchoStar's power levels and spectrum utilization - Concerns about impartiality and potential political influences MWC Las Vegas Evolution - Rebranding as enterprise-focused event - Challenges in attracting attendees and finding its footing - Discussion on the event's future viability T-Mobile Network Performance - OOKLA data showing impressive network speeds - Demonstration of 550Mbps uplink on sub-6 connection - Comparison of network performance across Samsung Galaxy Ultra models Mobile Operator Security Partnerships - AT&T and T-Mobile partnerships with Palo Alto Networks - Focus on enhancing cybersecurity posture for owned and unowned networks - T-Mobile's 5G SASE solution and security slice offerings Xiaomi's Smartphone SoC Announcement - Xring 01: Xiaomi's first in-house smartphone SoC - Expected to be built on TSMC's 4nm process - Implications for Chinese smartphone manufacturers and government efforts Closing Remarks - Invitation for listener engagement and topic suggestions - Contact information for Will Townsend and Anshel Sag

Welcome and Introduction - Will Townsend and Anshel Sag host episode 223 of G2 on 5G - Anshel joins from New York after attending Motorola launch event Q1 Earnings for Major U.S. Mobile Network Operators - AT&T reports strong performance in fiber and mobility investments - T-Mobile experiences subscriber growth miss despite solid revenue - Verizon records strong earnings but faces subscriber loss T-Mobile's 5G Advanced Network - First commercial nationwide 5G advanced network in the U.S. - Potential for new use cases in XR, gaming, and safety applications - T-Mobile maintains lead in 5G network capabilities AT&T's 5G Fixed Wireless Access Performance - CEO John Stankey credits Ericsson for boosting FWA performance - AT&T adds 181,000 Internet Air subscribers in Q1 - Positioning FWA as complementary to fiber expansion Motorola's New Razr Lineup - Introduction of high-end flagship tier for Moto Razr brand - New features include titanium hinge, improved cameras, and AI capabilities - Variety of models with different processors and specifications Ericsson's Private 5G Deployment in Mining - Partnership with Newmont for private 5G across 14 mines on four continents - Single Ericsson radio controlling bulldozer fleet in South Wales, Australia - Demonstration of 5G capabilities in enhancing mining operations and safety Verizon's 5G Network Slice for First Responders - Launch of dedicated 5G ultra wideband virtual network slice - Deployment in 29 cities, offering enhanced reliability and performance - Competitive move to match AT&T's FirstNet and T-Mobile's T Priority Importance of Use Cases and Competition in 5G - Discussion on the need for compelling use cases to drive 5G adoption - Emphasis on competition breeding innovation in the telecom industry

Welcome and Introduction - Will Townsend introduces episode 222 of G2 on 5G - Anshel Sag joins as fellow analyst - Recording from Florida location T-Mobile's 6G Equipment Testing - FCC grants T-Mobile request to test experimental prototype wireless equipment - Testing near Bellevue, Washington headquarters - Spectrum band in 7 GHz to 8.4 GHz range - Potential for 10-20 times more capacity and higher data rates Spectrum Considerations for 6G - Discussion of 7 GHz and 12 GHz spectrum for 6G - Challenges with propagation characteristics above 6 GHz - Potential tricks to improve propagation for higher frequencies Google Pixel 9a Launch - Mid-range device priced at $499 - Same processor as flagship series with some compromises - Larger battery than flagship models - Downgraded modem compared to higher-end versions Vodafone's IoT Milestone - Vodafone connects 200 millionth IoT device - 50% year-over-year sales growth over last five years - Discussion of IoT monetization and network infrastructure GSA Forms 5G RedCap Special Group - Collaboration on RedCap networks, features, and product rollouts - Founding members include Ericsson, Huawei, Qualcomm, and MediaTek - Importance of standalone 5G networks for RedCap applications AT&T and AST Space Mobile FirstNet Trials - Testing direct-to-cell satellite connectivity over Band 14 - Extension of FirstNet's mission-critical capabilities - Importance for emergency services and disaster response MediaTek's New Chipset Announcements - Dimensity 9400 Plus for flagship phones - Companion Ultra for Chromebooks - Focus on AI performance and capabilities - Comparisons to Intel's offerings in the Chromebook market NTT Data Center Services - Brief mention of NTT's position as third in the world for data center service delivery