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.
