The G2 on 5G Podcast by Moor Insights & Strategy

The G2 on 5G Podcast by Moor Insights & Strategy

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.

Episodes

August 1, 2025 28 mins

Welcome and Introduction

- Will Townsend and Anshel Sag host Episode 233 of the G2 on 5G podcast

- Overview of six topics covered in about 20 minutes

Telefonica's Strategic Infrastructure Decisions

- Phasing out Huawei in Spain and Germany, but not in Brazil

- Discussion on regulatory environments and cost considerations

- Implications for mobile network security and operations

EchoStar, Dish, and Boost Mobile Financial Maneuvers

- Avoidin...

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Welcome and Introduction

- Will Townsend hosts episode 232 of G2 on 5G, covering six topics in about 20 minutes

- Analyst Anshel Sag joins as co-host

Earnings Season Updates

- AT&T and T-Mobile post strong quarterly results

- AT&T reaches 1 million fixed wireless access subscribers

- T-Mobile reports impressive postpaid net adds and revenue growth

Low Earth Orbit Satellite Race

- T-Mobile's T-Satellite service now generally availab...

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Welcome and Introduction

- Will Townsend hosts a special standalone edition of G2 on 5G

- Guests Nathan Howe and Ken Urquhart from Zscaler join the podcast

Zscaler Cellular Overview

- Nathan explains Zscaler Cellular as the next evolution in connecting customers to Zero Trust Exchange

- Enables cellular devices to connect directly to Zscaler customer policy

- Provides zero trust controls and protection for cellular-connected devices glob...

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Welcome and Introduction

- Will Townsend and Anshel Sag host episode 230 of G2 on 5G

- Podcast covers six topics in about 20 minutes

AT&T's Autonomous Networks

- Will discusses fireside chat with AT&T's network CTO Igal Abez

- Focus on AT&T's contributions to TM Forum's autonomous networks initiative

- Exploration of generative and agentic AI for network automation

The "Big Beautiful Bill" and 5G/6G Implications

- FCC regains s...

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Welcome and Introduction

- Will Townsend hosts episode 229 of GTO and 5G podcast

- Anshel Sag joins as fellow analyst

HPE Aruba Networking's Private 5G Partner Program

- HPE's acquisition of Athonet and turnkey private 5G solution

- New competency program to train channel partners on cellular technology

- Focus on operational technology environments

3GPP Release 20 and the Path to 6G

- Release 20 as a primer for 6G's first release (Release...

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Trump Mobile's Gold 5G Service Launch

- Discussion of Trump Mobile's new 5G service offering

- Pricing strategy and planned device offerings

- Analysis of the service as an MVNO using major carrier networks

- Skepticism about the value proposition and potential legal issues

Satellite Connectivity Testing

- Anshel Sag's experience testing satellite services during a camping trip

- Comparison of T-Mobile, Verizon, and AT&T satellite off...

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Welcome and 5th Anniversary Celebration

- Will Townsend and Anshel Sag mark the 5th anniversary of their podcast

- Discussion on the podcast's evolution alongside 5G and 6G technologies

Nokia's Leadership in Drone and Robotics Consortium

- Nokia spearheads a new European Union initiative named Proactive

- Project aims to redefine emergency management and critical infrastructure

- Projected revenue of 90 million euros by 2035

- Involvement...

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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...

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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

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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...

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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 ...

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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

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Welcome and Introduction

- Will Townsend and Anshel Sag discuss the latest insights on 5G technology.

- Episode 221 of G2 on 5G, covering six topics in about 20 minutes.

AT&T and Celona Partnership for Neutral Host

- Announcement of AT&T and Celona collaboration for neutral host solutions.

- Discussion on the viability and monetization of neutral host technology.

- Stanford Healthcare highlighted as a use case for private network...

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Welcome and Episode Overview

- Will Townsend hosts episode 220 of G2 on 5G

- Anshel Sag joins as fellow analyst

- Discussion of latest 5G and 6G developments

Verizon's AI Assistant for Small Businesses

- Launch of Verizon Business Assistant for customer interactions

- Text-based chatbot to automate and improve engagement

- Potential for retention and customer stickiness

Sateliot's Funding and Satellite Technology

- €15 million grant from Sp...

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In this 219th episode of The G2 on 5G, we cover:

1. T-Mobile's plans for 5G Advanced in the United States

2. Intel appoints Lip-Bu Tan as permanent CEO

3. Broadcom's Velosky converged 5G fiber and satellite appliance

4. Vodafone UK and Ericsson use AI to reduce 5G network energy consumption

5. Qualcomm acquires Edge Impulse to boost IoT capabilities

6. Viasat and Space42 partner on direct-to-device satellite connectivity

The hosts discuss...

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Mobile World Congress Barcelona 2025 Wrap-Up

- Will Townsend and Anshel Sag discuss key highlights from MWC Barcelona 2025

- Overview of AST Space Mobile's joint venture with Vodafone Group called Satco

- Insights on Qualcomm and MediaTek's new 5G modem announcements

AST Space Mobile and Vodafone Partnership

- Joint venture Satco aims to support fragmented mobile network operators in Europe

- Provides turnkey solution with managed networ...

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Welcome and Introduction

- Will Townsend introduces episode 217 of G2 on 5G

- Anshel Sag joins as fellow analyst

Telecom AI Developments

- Will's Forbes article on global mobile network operators using AI

- Focus on AT&T, NTT Docomo, T-Mobile, Verizon, and Vodafone

- AI improving customer support and operational efficiency

- Potential to reduce subscriber churn

AT&T and AST SpaceMobile Milestone

- Successful video call using Bluebir...

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Welcome and Introduction

- Will Townsend welcomes Anshel Sag to episode 216 of G2 on 5G.

- Overview of the podcast format: six topics covered in about 20 minutes.

T-Mobile's T Priority 5G Slice for First Responders

- Announcement of four new enhancements to T-Mobile's network for first responders.

- New York City's exclusive use of T-Mobile's network for first responder applications.

- Partnerships with Samsung, GTAC, and Skydio.

- Benefi...

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In this 215th episode of The G2 on 5G, we cover:

1. Nokia's appointment of former Intel executive Justin Hotard as new CEO

2. T-Mobile and SpaceX's satellite connectivity partnership announcement

3. O2 Telefonica's 5G REDCAP trial with Germany's energy sector

4. CTIA and 5G Americas coalition to challenge cable industry dominance

5. Ericsson's deployment of a private cellular network across 68 Texas counties

6. Orange's partnership with ...

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Welcome and Introduction

- Will Townsend and Anshel Sag host episode 214 of G2 and 5G podcast

- Overview of six 5G topics covered in 20 minutes

Nokia and AT&T Partnership

- Announcement of Nokia-AT&T collaboration for network automation and voice core functionality

- Utilization of Nokia Cloud Platform (NCP) for streamlining network activities

- Implications for AT&T's network programmability and monetization

State of 5G Repor...

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