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
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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.