66. Season 4 Finale
5G Guys | Tech Talks
5G Guys Season 4 Finale: Highlights, Insights, and Future Trends Join Wayne Smith and Dan McVaugh in the season 4 finale of the 5G Guys podcast as they recap the highlights and key insights from this season. They discuss notable guests, emerging trends in 5G and wireless technology, the impact of satellite networks like Starlink, regulatory issues such as net neutrality, and the latest business and finance trends in the telecom industry. Tune in to hear their predictions for the future, including the impact of AI, energy demands, and advancements in the wireless ecosystem. Stay informed and...
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65. Storytelling & Predictions - Net Neutrality
5G Guys | Tech Talks
Net Neutrality Insights: Consequences & Predictions with Dan McVaugh In this episode of 5G Guys, Dan McVaugh revisits the topic of net neutrality. Dan shares personal stories from his telecom career, highlighting potential unintended consequences if the FCC reinstates net neutrality by classifying telecom providers under Title II of the Communications Act. He explores the impacts on network performance, advanced 5G features, and critical services like FirstNet for first responders, ending with cautious predictions on the future judicial outcomes and their implications. ...
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64. 5G From Space with Skylo's Tarun Gupta
5G Guys | Tech Talks
Revolutionizing Connectivity: Skylo Technologies and Satellite-Enhanced Cellular Networks In this episode of the 5G Guys, hosts Dan McVaugh and Wayne Smith dive into the topic of satellite-augmented cellular services. Joined by Tarun Gupta, Co-founder and Chief Product Officer of Skylo Technologies, they discuss how existing satellite licensed spectrum is used to enhance cellular connectivity. The conversation explores the technical details, regulatory challenges, and potential applications of Skylo's NTN (Non-Terrestrial Network) service, which connects existing devices to satellite...
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63. Net Neutrality with Nathan Leamer
5G Guys | Tech Talks
The Evolution and Impact of Net Neutrality with Nathan Leamer In this episode of The 5G Guys, hosts Wayne Smith and Dan McVaugh discuss net neutrality with guest Nathan Leamer, former policy advisor to FCC Chairman Ajit Pai, and current CEO of Fixed Gear Strategies. They explore net neutrality's origins, implications, and future, including its initial introduction, the political debates surrounding it, and its potential effects on innovation and consumer access. Nathan shares insights from his diverse career in tech policy, from Capitol Hill to founding his consulting firm, and...
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62. The Future of Technology in Federal Applications: Insights from Intel's CTO
5G Guys | Tech Talks
The Future of Technology in Federal Applications: Insights from Intel's CTO In this 5G Guys podcast episode, we talk with guest Steve Orrin, the Chief Technology Officer and Senior Professional Engineer for Intel Federal. Steve shares insights from his ten-year tenure at Intel, focusing on helping the government adopt advanced technologies. The conversation covers a wide range of topics, including the impact of AI, cybersecurity, pervasive connectivity, and the role of data in driving technological innovations. Steve provides examples of AI applications in government sectors, such as...
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61. Q1 Telco Earnings with Jim Patterson
5G Guys | Tech Talks
Telecom and Technology Earnings Insights: A Deep Dive with Industry Veterans In this episode of 'The 5G Guys', hosts Wayne Smith and Dan McVaugh invite telecom industry veteran Jim Patterson to discuss the latest earnings reports from major telecom and technology companies. Jim Patterson, with a 30-year career including 15 years at Sprint and experience as an entrepreneur, now offers analysis through Patterson Advisory Group. The episode explores key themes in the earnings reports, such as reactions to pricing, C band deployments, and company strategies for managing debt. Patterson shares...
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60. Storytelling and Predictions - Premier, Wireless Economy
5G Guys | Tech Talks
Navigating the Waves of Telecom: From CapEx Booms to Strategic Spending The 5G Guys podcast hosts, Dan McVaugh and Wayne Smith, introduce a new series titled 'Storytelling and Predictions,' aimed at sharing their extensive experience and insights into the telecommunications industry without overshadowing their guests. They dive into the impact of 5G on capital expenditure, noting a significant increase in spending to roll out 5G networks, which is now adjusting back to normal levels. The discussion transitions into the differences between CapEx and OpEx spending, emphasizing the shift...
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59. Saving Telco from Itself with Pete Bernard
5G Guys | Tech Talks
This episode of the 5G Guys podcast tackles the existential challenges facing the telecommunications industry, emphasizing how sometimes, telcos are their own biggest adversaries due to their inherently conservative nature. Hosts Dan McVaugh and Wayne Smith welcome repeat guest Pete Bernard to discuss his new venture, Edgecelsior, and explore how the telco industry can evolve amidst the rapid technological changes spurred by new technologies like AI, 5G, and edge computing. Bernard shares insights from his career, the strategic pivot towards Edge and IoT technologies at Microsoft, and his...
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58. Building Cell Sites Can Be a Win-Win with Hugh Odom of Vertical Consultants
5G Guys | Tech Talks
In this episode of 'The 5G Guys' podcast, hosts Dan McVaugh and Wayne Smith discuss the rapidly changing landscape of telecommunications infrastructure and 5G technology with guest Hugh Odom, the founder of Vertical Consultants. The discussion plunges into the transformation of carrier models for property owners, the influence of municipalities and private networks, and the necessity of regulation. Important subjects touched upon include the carriers versus tower companies' different business models, the introduction of small cells in the public right of way, and the realization of...
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57 - First Responder Communications in Schools: Are You and Your Community Covered?
5G Guys | Tech Talks
In this episode, Dan and Wayne interview Cody Martin from Castle Rock Microwave and Jeff Vaughn from the Douglas County Sheriff's Office. They discuss the importance of effective public safety communications infrastructure, with a case study in Douglas County, Colorado, where they strengthened signal strength in 90% of schools, enhancing communication efficiency for first responders and the school’s security response teams. The podcast touches on the technical aspects, challenges faced in multi-agency coordination, the need for ongoing system monitoring, and the importance of consistent and...
info_outlineTelecom and Technology Earnings Insights: A Deep Dive with Industry Veterans
In this episode of 'The 5G Guys', hosts Wayne Smith and Dan McVaugh invite telecom industry veteran Jim Patterson to discuss the latest earnings reports from major telecom and technology companies. Jim Patterson, with a 30-year career including 15 years at Sprint and experience as an entrepreneur, now offers analysis through Patterson Advisory Group. The episode explores key themes in the earnings reports, such as reactions to pricing, C band deployments, and company strategies for managing debt. Patterson shares insights on Verizon's performance, AT&T's focus on fiber broadband and debt reduction, and T-Mobile's successful Sprint acquisition. The conversation also addresses the struggles and strategies of prepaid services, the impact of the Affordable Connectivity Program (ACP) winding down, net neutrality, and telecom companies' approaches to the evolving market. The episode concludes with discussions on Comcast and Charter Spectrum's recent performance, emphasizing Charter's successful mobile strategy.
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⏰Episode Minute-by-Minute⏰
00:00 Trailer
00:30 Introduction to the 5G Guys Podcast Episode
01:06 Earnings Season Insights with Guest Jim Patterson
01:30 Jim Patterson's Background and Expertise
02:06 Diving into Telecom Earnings: Key Themes and Takeaways
06:07 Verizon's Earnings Analysis: Postpaid, Prepaid, and FWA
18:21 AT&T's Earnings Overview: Broadband Deployment and Business Wireline
24:54 The Shift in Business Connectivity and Office Environments
26:56 Upcoming Focus: Verizon and AT&T's Strategy and Upgrades
28:51 T-Mobile's Earnings and Strategies
28:56 T-Mobile's Lumos Announcement and Strategic Moves
29:05 The German Ownership of T-Mobile and Strategic Implications
29:14 Unpacking T-Mobile's Strategic Moves
29:41 T-Mobile's Investment in Lumos: A Closer Look
30:26 Exploring the Wholesale Business Model
30:44 T-Mobile's Impact on Rural America
32:03 The Benefits of T-Mobile's Acquisition Strategy
32:34 Retail Prepaid Challenges and Strategic Shifts
36:50 The Affordable Connectivity Program (ACP) Explained
39:16 Net Neutrality and FCC Changes: What's Next?
41:49 The Evolution of Broadband and Its Future
47:24 Comcast's Earnings and Strategic Challenges
54:16 Spectrum's Position and Future Prospects
59:41 Charter vs. Comcast: A Mobile Strategy Comparison
01:01:47 Closing Thoughts and Future Outlook