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

1,631 Listeners

The Truth of the Matter by CSIS | Center for Strategic and International Studies

The Truth of the Matter

280 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

996 Listeners

Telecoms.com Podcast by Telecoms.com

Telecoms.com Podcast

12 Listeners

Pod Save America by Crooked Media

Pod Save America

86,189 Listeners

Pod Save the World by Crooked Media

Pod Save the World

24,503 Listeners

The Daily by The New York Times

The Daily

111,252 Listeners

The Trade Guys by CSIS  |  Center for Strategic and International Studies

The Trade Guys

144 Listeners

The Journal. by The Wall Street Journal & Gimlet

The Journal.

5,897 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,780 Listeners

Hard Fork by The New York Times

Hard Fork

5,356 Listeners

HBR On Strategy by Harvard Business Review

HBR On Strategy

78 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

433 Listeners

The Headlines by The New York Times

The Headlines

418 Listeners

AST Space Odyssey by Ryan Kennedy

AST Space Odyssey

16 Listeners