The G2 on 5G: MNO Earnings, T-Mobile's 5G Advanced, AT&T's FWA Boost, Motorola's Razr Revival, Ericsson's Mining 5G, and Verizon's First Responder Slice

Welcome and Introduction

- Will Townsend and Anshel Sag host episode 223 of G2 on 5G

- Anshel joins from New York after attending Motorola launch event

Q1 Earnings for Major U.S. Mobile Network Operators

- AT&T reports strong performance in fiber and mobility investments

- T-Mobile experiences subscriber growth miss despite solid revenue

- Verizon records strong earnings but faces subscriber loss

T-Mobile's 5G Advanced Network

- First commercial nationwide 5G advanced network in the U.S.

- Potential for new use cases in XR, gaming, and safety applications

- T-Mobile maintains lead in 5G network capabilities

AT&T's 5G Fixed Wireless Access Performance

- CEO John Stankey credits Ericsson for boosting FWA performance

- AT&T adds 181,000 Internet Air subscribers in Q1

- Positioning FWA as complementary to fiber expansion

Motorola's New Razr Lineup

- Introduction of high-end flagship tier for Moto Razr brand

- New features include titanium hinge, improved cameras, and AI capabilities

- Variety of models with different processors and specifications

Ericsson's Private 5G Deployment in Mining

- Partnership with Newmont for private 5G across 14 mines on four continents

- Single Ericsson radio controlling bulldozer fleet in South Wales, Australia

- Demonstration of 5G capabilities in enhancing mining operations and safety

Verizon's 5G Network Slice for First Responders

- Launch of dedicated 5G ultra wideband virtual network slice

- Deployment in 29 cities, offering enhanced reliability and performance

- Competitive move to match AT&T's FirstNet and T-Mobile's T Priority

Importance of Use Cases and Competition in 5G

- Discussion on the need for compelling use cases to drive 5G adoption

- Emphasis on competition breeding innovation in the telecom industry

The G2 on 5G Podcast by Moor Insights & Strategy