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.

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 25:48 Share

The G2 on 5G Podcast by Moor Insights & Strategy