The G2 on 5G Podcast: AWS vs. Nokia lawsuit, Qualcomm and T-Mobile earnings, T-Mobile's rural 5G push, Qualcomm's Snapdragon 4 Gen 2 launch, Nokia's Network as a Code update, and a global 5G standalone report.
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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.