Episode Details

In this 174th episode of The G2 on 5G, we cover:

1. The SatCom space race heats up - can we call a winner?

· Verizon and Kuiper

· T-Mobile and SpaceX

· AT&T and AST SpaceMobile

· Rogers and Lynk

· Amazon Project Kuiper, Sateliot and others

2. Fixed Wireless - The true first killer app for 5G, how much runway is left?

· Verizon and T-Mobile keeping speeds high

· A plethora of operators are rolling it out globally

· Jio’s plan to address 200M users

3. Open RAN - boom or bust?

· Rakuten Symphony

· NTT DoCoMo OREX

· AT&T and Ericsson

4. What’s going on with Ericsson and Nokia? Are we seeing a transition of spending away from the RAN and toward the core for Standalone?

· Both companies have missed on earnings almost every quarter this year; Ericsson’s AT&T deal was the first meaningful jump in the stock’s price in a long time.

· Both are $26 billion revenue companies with $20 billion market caps

· What might reverse these companies’ fortunes?

· What about Samsung?

5. Did AI move the needle within telecom and 5G?

· AT&T and NVIDIA

· Broader improvement opportunities in security and resilience

6. Should we start thinking about 6G now or wait for 5G to shake out?

· The research cycle is usually ten years

· What exactly makes 6G so different from 5G at this point?