Episode notes
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 secto ...