Moor Insights & Strategy Podcast

The G2 on 5G - Episode 224: AST SpaceMobile's Consumer Push, EchoStar FCC Investigation & More


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In this episode of The G2 on 5G, analysts Will Townsend and Anshel Sag return after traveling, to discuss six key topics shaping the 5G landscape. They cover AST SpaceMobile’s shift toward a consumer satellite service, EchoStar’s FCC investigation, Mobile World Congress Las Vegas’ rebrand, T-Mobile’s latest network advancements, new security initiatives in partnership with Palo Alto Networks, and Xiaomi’s upcoming smartphone SoC.

Topics Covered:

🛰 AST SpaceMobile's Consumer Satellite Push: A significant strategy shift: AST SpaceMobile aims to launch a beta satellite-based consumer service by the end of 2025, with a full rollout in 2026. How will this affect the telecom landscape?

📡 EchoStar’s FCC Investigation: SpaceX alleges that EchoStar is underutilizing its spectrum. Is this just political maneuvering, or does the investigation signal broader industry shifts?

🏢 MWC Las Vegas Rebrand: Can its pivot toward enterprise solutions revive attendance, or is it time to retire the event entirely?

📊 T-Mobile’s 5G Network Strength: A UCLA study shows T-Mobile leading in mobile network performance with median download speeds of 442 Mbps. What does this mean for consumer connectivity?

🔒 Security & 5G SASE: Both AT&T and T-Mobile partner with Palo Alto Networks to bolster their 5G security solutions, enhancing enterprise protections.

📱 Xiaomi’s New Smartphone SoC: The Chinese tech giant is set to launch an in-house smartphone chip, potentially signaling a broader industry trend.

 

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