The G2 on 5G Podcast by Moor Insights & Strategy

G2 on 5G Podcast: Snapdragon Summit Highlights, ARM vs. Qualcomm Dispute, AST Space Mobile's Defense Contract, iPhone 16 Sales Insights, AT&T, T-Mobile, Verizon Earnings, and FirstNet's New Spectrum Allocation


Listen Later

Welcome and Introduction

- Episode 208 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.

- Apologies for the recent absence due to extensive travel schedules.

Snapdragon Summit Insights

- Will Townsend shares his experience attending the Snapdragon Summit in Maui.

- Focus on AI-first experiences and Qualcomm's advancements in mobility and automotive sectors.

- Discussion on the Snapdragon 8 Elite, likened to a mini data center tech stack.

Qualcomm and ARM Dispute

- Anshel Sag delves into the ongoing IP dispute between Qualcomm and ARM.

- Exploration of the implications for both companies and the potential impact on the industry.

- Discussion on the role of Nuvia's acquisition by Qualcomm in the dispute.

AST Space Mobile Developments

- Will Townsend highlights AST Space Mobile's recent achievements, including a Department of Defense contract.

- Discussion on the company's role in the HALO program and future satellite launches.

iPhone 16 Reception

- Anshel Sag discusses the mixed reception of the iPhone 16 in the U.S. market.

- Analysis of generous carrier offers and their impact on sales figures.

- Insights into Apple's strategic moves and the introduction of Apple Intelligence.

Earnings Season Overview

- Will Townsend reviews recent earnings reports from AT&T, T-Mobile, and Verizon.

- Highlights include T-Mobile's strong FWA 5G growth and AT&T's steady performance.

- Discussion on Verizon's challenges and the innovative converged gateway product from AT&T.

FirstNet Spectrum Expansion

- Anshel Sag covers the FCC's decision to grant FirstNet additional spectrum.

- Examination of the potential benefits for first responders and the broader implications for AT&T.

Conclusion and Audience Engagement

- Encouragement for listeners to provide feedback and suggest future topics.

- Contact information for Will Townsend and Anshel Sag shared for audience interaction.

...more
View all episodesView all episodes
Download on the App Store

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

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like The G2 on 5G Podcast by Moor Insights & Strategy

View all
WSJ Tech News Briefing by The Wall Street Journal

WSJ Tech News Briefing

1,647 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,032 Listeners

Telecoms.com Podcast by Telecoms.com

Telecoms.com Podcast

12 Listeners

Constellations - Explore Space Network Technologies with Industry Leaders by Kratos

Constellations - Explore Space Network Technologies with Industry Leaders

69 Listeners

Fiction - Comedy Fiction by The Sunset Explorers

Fiction - Comedy Fiction

6,447 Listeners

Gooaye 股癌 by 謝孟恭

Gooaye 股癌

733 Listeners

The Week with Roger by Roger Entner

The Week with Roger

11 Listeners

The Weekly Show with Jon Stewart by Comedy Central

The Weekly Show with Jon Stewart

10,508 Listeners

Fly on the Wall with Dana Carvey and David Spade by Audacy

Fly on the Wall with Dana Carvey and David Spade

12,744 Listeners

The Rest Is Politics by Goalhanger

The Rest Is Politics

3,271 Listeners

Sharp Tech with Ben Thompson by Andrew Sharp and Ben Thompson

Sharp Tech with Ben Thompson

94 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

121 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

461 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,102 Listeners

AST Space Odyssey Podcast by Ryan Kennedy

AST Space Odyssey Podcast

16 Listeners