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.

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. 27:41 Share

The G2 on 5G Podcast by Moor Insights & Strategy