Welcome and Introduction
- Will Townsend welcomes listeners to the 200th episode of the G2 on 5G podcast.
- Introduction of fellow analyst Anshel Sag.
- Overview of the episode's format: six topics in about 20 minutes.
AWS vs. Nokia Lawsuit
- Will Townsend discusses AWS's lawsuit against Nokia over telco cloud intellectual property.
- Background on Nokia's exit from the cloud platform business and partnership with AWS in Germany.
- Speculation on the lawsuit's outcome and potential settlement.
Earnings Reports Overview
- Anshel Sag covers recent earnings reports from major tech companies.
- Highlights include:
- Arm's earnings and stock performance.
- Qualcomm's record quarter and growth in automotive and smartphone sectors.
- AMD's data center growth and challenges in the gaming sector.
- Intel's disappointing earnings and layoffs.
- T-Mobile's strong performance and growth in postpaid subscribers.
T-Mobile's Rural Connectivity Initiative
- Will Townsend discusses T-Mobile's focus on rural connectivity.
- Introduction of the "Friday Night 5G Lights" contest, offering $2 million for a high school football field makeover.
- Emphasis on T-Mobile's innovative marketing and community engagement.
Qualcomm's Snapdragon 4S Gen 2
- Anshel Sag introduces Qualcomm's new Snapdragon 4S Gen 2 platform.
- Discussion on its potential impact on the value smartphone market.
- Comparison with MediaTek's offerings and the importance of affordable 5G devices in developing regions.
Nokia's Network as a Code Platform
- Will Townsend explains Nokia's recent announcement related to its network as a code platform.
- Overview of Nokia's partnership with Fontinius Acolyte for healthcare and utility sector use cases.
- Discussion on the value of programmability and open APIs in network development.
Ookla's Global Standalone 5G Report
- Anshel Sag reviews Ookla's report on global standalone 5G networks.
- Key findings include:
- T-Mobile and SK Telecom's leadership in 5G SA.
- The lag in European 5G SA deployments.
- The importance of spectrum and carrier aggregation for network performance.
Conclusion
- Will Townsend and Anshel Sag reflect on the episode's topics.
- Invitation for listeners to provide insights on future 5G topics.
- Encouragement to rate, subscribe, and tune in next week.
View all episodes
By Anshel Sag and Will Townsend
5
33 ratings
Welcome and Introduction
- Will Townsend welcomes listeners to the 200th episode of the G2 on 5G podcast.
- Introduction of fellow analyst Anshel Sag.
- Overview of the episode's format: six topics in about 20 minutes.
AWS vs. Nokia Lawsuit
- Will Townsend discusses AWS's lawsuit against Nokia over telco cloud intellectual property.
- Background on Nokia's exit from the cloud platform business and partnership with AWS in Germany.
- Speculation on the lawsuit's outcome and potential settlement.
Earnings Reports Overview
- Anshel Sag covers recent earnings reports from major tech companies.
- Highlights include:
- Arm's earnings and stock performance.
- Qualcomm's record quarter and growth in automotive and smartphone sectors.
- AMD's data center growth and challenges in the gaming sector.
- Intel's disappointing earnings and layoffs.
- T-Mobile's strong performance and growth in postpaid subscribers.
T-Mobile's Rural Connectivity Initiative
- Will Townsend discusses T-Mobile's focus on rural connectivity.
- Introduction of the "Friday Night 5G Lights" contest, offering $2 million for a high school football field makeover.
- Emphasis on T-Mobile's innovative marketing and community engagement.
Qualcomm's Snapdragon 4S Gen 2
- Anshel Sag introduces Qualcomm's new Snapdragon 4S Gen 2 platform.
- Discussion on its potential impact on the value smartphone market.
- Comparison with MediaTek's offerings and the importance of affordable 5G devices in developing regions.
Nokia's Network as a Code Platform
- Will Townsend explains Nokia's recent announcement related to its network as a code platform.
- Overview of Nokia's partnership with Fontinius Acolyte for healthcare and utility sector use cases.
- Discussion on the value of programmability and open APIs in network development.
Ookla's Global Standalone 5G Report
- Anshel Sag reviews Ookla's report on global standalone 5G networks.
- Key findings include:
- T-Mobile and SK Telecom's leadership in 5G SA.
- The lag in European 5G SA deployments.
- The importance of spectrum and carrier aggregation for network performance.
Conclusion
- Will Townsend and Anshel Sag reflect on the episode's topics.
- Invitation for listeners to provide insights on future 5G topics.
- Encouragement to rate, subscribe, and tune in next week.
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