Welcome and Introduction

- Will Townsend welcomes listeners to episode 198 of the G2 on 5G podcast.

- Apologies for the delay due to Will's vacation and roof construction.

- Brief discussion about their Fourth of July activities.

Hurricane Barrel and Disaster Communication Efforts

- Will Townsend discusses Hurricane Barrel's impact on South Texas.

- Highlights the efforts of AT&T, T-Mobile, and Verizon in restoring connectivity.

- AT&T used drone technology for temporary connectivity.

- T-Mobile utilized satellite cells on trucks.

- Verizon focused on ensuring backup systems were operational.

Insights on Disaster Response

- Anshel Sag shares his thoughts on the preparedness of carriers for natural disasters.

- Mentions his near experience with the hurricane while in New York City.

- Emphasizes the increasing frequency and severity of natural storms.

Galaxy Unpacked Event

- Anshel Sag reports on the Galaxy Unpacked event held in New York.

- Overview of new product announcements: Galaxy Z Fold 6, Z Flip 6, Galaxy Watch Ultra, Galaxy Watch 7, Galaxy Ring, and new earbuds.

- Discussion on the features and improvements of the new devices.

- Anshel's personal excitement about the Galaxy Ring and its features.

Germany's Rip and Replace of Chinese Infrastructure

- Will Townsend discusses Germany's efforts to replace Huawei infrastructure.

- Germany's initial commitment to replace hardware by 2026, now focusing on management layer software by 2029.

- Concerns about the potential backdoors in Chinese software.

- Anshel Sag's perspective on Germany's slow progress and the challenges involved.

Boost Mobile's Rebranding and New Plans

- Anshel Sag talks about Boost Mobile's rebranding under Dish.

- Introduction of new plans and pricing, starting at $25 per month.

- Comparison with Mint Mobile and other competitors.

- Anshel's anticipation to test Boost Mobile's service.

Ericsson's Vonage Acquisition and API Strategy

- Will Townsend discusses Ericsson's recent earnings call and the challenges with the Vonage acquisition.

- Ericsson's CEO remains optimistic about the long-term potential of API strategy.

- Discussion on the initial write-off and the need for significant monetization.

- Anshel Sag's critical view on the acquisition and its potential for future revenue.

Nokia's Earnings Report

- Anshel Sag covers Nokia's recent earnings report and the significant decline in profit.

- Impact of India's reduced 5G deployment on Nokia's earnings.

- Discussion on Nokia's challenges and potential bright spots in private networking and security.

- Will Townsend's optimistic view on Nokia's future prospects.

Conclusion

- Will Townsend and Anshel Sag wrap up the podcast.

- Apologies for the previous week's absence due to personal and professional commitments.

- Invitation for listeners to provide feedback and suggestions for future topics.

- Encouragement to rate and subscribe to the podcast.

The G2 on 5G Podcast: Hurricane Beryl's Connectivity Efforts, Samsung's Galaxy Unpacked Event, Germany's 5G Rip and Replace, Boost Mobile's Rebranding, Ericsson's Vonage Challenges, and Nokia's Earnings Decline 28:18 Share

The G2 on 5G Podcast by Moor Insights & Strategy