The Week with Roger: Recent Episodes
Roger Entner
Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.
Analysts Don Kellogg and Roger Entner discuss the announcement of Sampath being named CEO at Zayo, their ongoing research into the immense scale of the data center buildout, as well as Starlink's prospects as a wireless operator.
00:00 Episode intro
00:24 Sampath named CEO at Zayo
01:07 Research on data center buildout insights
03:44 Starlink as a wireless operator
05:50 What spectrum will be used?
08:29 Network and satellite predictions
10:14 Scale of the potential network
13:52 Elon's track record and time horizon
16:06 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Zayo, fiber, data centers, AI, Starlink, Elon Musk, data, T-Mobile, Grain, spectrum, Dish, FCC, rural, 5G, Grok, Tesla, SpaceX, X, cable, FWA
Analysts Don Kellogg and Roger Entner discuss the leadership changes at Verizon, changes in metric transparency and the shift to ARPA, and what AT&T's 5G standalone core means for the increasingly competitive first responder market.
00:00 Episode intro
00:25 Leadership changes at Verizon
02:00 Effects on company strategy and operations
03:00 ARPA and changes in reporting metrics
05:47 AT&T's 5G standalone core and its impact on first responders
07:55 Network live testing results
08:23 T-Priority and the competition
10:56 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Alfonso Villanueva, Sampath, Dan Schulman, ARPA, metrics, Apple, AT&T, FirstNet, 5G, slicing, spectrum, first responders, T-Priority, T-Mobile
Analysts Don Kellogg and Roger Entner break down Q2 earnings from the major players across telecom and cable, examining key numbers as well as industry-wide trends and developments shaping the market.
00:00 Episode intro
00:30 AT&T Q2 overview
02:46 AT&T's convergence strategy
04:18 Starlink's improving reliability
06:15 Comcast and Charter Q2 overview
07:05 Cable customer satisfaction and strategic outlook
08:01 T-Mobile Q2 overview
10:12 Verizon Q2 overview
11:57 Q2 telecom industry trends and outlook
12:40 Device subsidies and the future of wireless promotions
14:02 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, fiber, net adds, transparency, FirstNet, convergence, FWA, AI, John Stankey, Charter, Starlink, Comcast, cable, T-Mobile, churn, broadband, Verizon, iPhone, devices
Analysts Brett Clark and Roger Entner discuss leadership changes at T-Mobile and AT&T, cable's growing role in mobile, and Verizon's retail cost-cutting.
00:00 Episode intro
00:30 Leadership changes at T-Mobile
03:06 Chris Sambar's new role
03:51 T-Mobile for Business positioning
05:27 Mike Katz's impact
06:37 Cable's mobile growth
07:56 Verizon cost-cutting and layoffs
09:15 Retail strategy implications
10:46 Pascal Desroches leaving AT&T
12:31 Restoring investor trust
12:58 C-suite trust
14:04 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Roger Entner, T-Mobile, Mike Katz, André Almeida, Chris Sambar, AT&T, FirstNet, T-Mobile for Business, Verizon, MVNO, cable, Charter, Dan Schulman, retail, gross adds, net adds, churn, Pascal Desroches, Jennifer Biry, John Stankey, convergence, investors
Analysts Don Kellogg and Roger Entner discuss the FCC’s move to expedite the upcoming Upper C-band spectrum auction, its impact on various companies and industry segments, and why it may represent a win for American consumers.
00:00 Episode intro
00:25 Upper C-band auction overview
02:23 Utility and applications of the spectrum
03:05 Comparison with previous auctions
03:38 Forecasts for Starlink's strategy
04:43 Accelerated timeline and implications for cable
06:04 Industry deleveraging trends
06:30 Historical outcomes of spectrum purchases
06:51 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, auction, spectrum, Upper C-band, Big Beautiful Bill, Verizon, FWA, EchoStar, Starlink, Elon Musk, urban, rural, cable, deleveraging
Analysts Don Kellogg and Roger Entner examine insights from the Handelsblatt data center conference in Düsseldorf, covering the rapid expansion of data centers in Germany vs. the U.S., infrastructure and energy challenges ahead, and the implications for telecom networks.
00:00 Episode intro
00:25 Handelsblatt conference overview
01:31 State of the German data center buildout
02:44 State of the US buildout
03:23 Shortages are on the horizon
05:16 Electricity demands
06:06 Repurposing German data center heat
07:38 Cooling challenges
08:39 Why expansion must continue despite challenges
10:03 How data centers are reshaping telecom
11:30 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Germany, Handelsblatt, Deutsche Telekom, T-Mobile, data centers, electricity, AI, shortages, BEAD, memory, RAM, routers, cooling, GDPR, regulations
Analysts Don Kellogg and Roger Entner discuss Roger's report, "The Half-Connected America," exploring why some people choose not to use broadband and what companies and policymakers can do to address the issue.
00:00 Episode intro
00:25 Who chooses not to connect?
03:00 Privacy and surveillance concerns
03:36 Lack of laptop subsidies hampers connectivity
05:00 Mobile-only internet users
05:37 Seniors and smartphone challenges
06:18 Wireless home internet options
06:55 Affordability for low-income consumers
07:36 Respecting consumer choices & AI integration importance
09:20 Laptop subsidies could bridge the gap
10:06 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, broadband, NTIA, Lifeline, surveillance, BEAD, fiber, smartphone, NPS, hotspots, copper, subsidies, AI, Chromebook, government, privacy
Analysts Don Kellogg and Roger Entner evaluate the benefits of Verizon's new Simplicity Plan, discuss the evolving device upgrade landscape, and examine AT&T's announcement of its new CFO.
00:00 Episode intro
00:24 Overview of Verizon's new plan
02:09 The rewards structure of the plan
03:27 Additional features and junk fee elimination
04:18 Device subsidies are being phased out
07:40 Increasing customer value without device upgrades
08:38 Verizon's new plan is a step in the right direction
09:53 AT&T announces new CFO
11:25 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, plans, Dan Schulman, rewards, T-Mobile, Ronan Dunne, Xfinity, internet, hotspots, devices, financing, Apple, upgrades, Samsung, net adds, Virgin Mobile, AT&T, Jennifer Biry, Pascal Desroches, John Stankey
Analysts Don Kellogg and Roger Entner celebrate the 300th episode of the show by welcoming telecom legend Craig Moffett, co-founder of Moffett Nathanson, to discuss all things convergence, including the current state of fiber buildouts, evolving bundling strategies, and what market cycles may be signaling for the future.
00:00 Episode intro
01:00 Convergence and the state of the fiber buildout
04:52 Density and overbuilding
06:15 Diminishing buildout returns
09:45 Data center demand and labor questions
11:16 Aerial vs. buried deployment cost concerns
13:43 Is bundling actually profitable?
18:05 Fiber growth at the expense of wireless
20:51 Broadband price compression may signal a coming crisis
23:29 What will future buyouts look like?
25:38 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Craig Moffett, convergence, fiber, FWA, cable, Starlink, BEAD, Cox, Charter, rural, buildout, density, data centers, Verizon, AT&T, Fios, bundling, ILEC, T-Mobile, copper, VoIP, buyouts
Analysts Don Kellogg and Roger Entner examine the newest leadership shakeup at Verizon, as well as explore the escalating computer memory crunch and its potential ramifications for the telecom industry.
00:00 Episode intro
00:37 The latest Verizon leadership changes
02:37 International legal complications involved
03:17 The timing of the transition
03:46 Implications for the company
04:52 The systemic memory crisis is intensifying
06:47 Surging AI demand is driving profound changes
07:31 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Deutsche Telekom, Verizon, Abdu Mudesir, Joe Russo, Germany, Europe, network, NTIA, memory, shortages, RAM, supply chain, AI, routers, Apple, iPhone
Analysts Don Kellogg and Roger Entner examine the key domestic telecom developments of the week, including rural cable upgrades, recent BEAD turbulence, the buzz surrounding the Starlink IPO, and more.
00:00 Episode intro
00:25 Mediacom Next-Gen network upgrades
02:07 Cable is steadily improving its reputation
02:54 Speed and reliability are both crucial
03:59 Several BEAD providers are stepping back
05:03 Satellite may swoop in on the market
05:49 New research on consumer choice dynamics
07:29 Upcoming reports on Starlink's future
08:59 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mediacom, spectrum, DOCSIS 4.0, cable, fiber, Comcast, Charter, FWA, BEAD, rural, satellite, Starlink, Leo, New Street Research, IPO
Analysts Don Kellogg and Roger Entner unveil insights from Fiber Connect 2026 on data centers and material shortages, and discuss AT&T's new Build-A-Plan rollout as well as their legal fight to sunset legacy copper networks in California.
00:00 Episode intro
00:25 Fiber Connect data center insights
02:51 AI video is driving network requirements
04:41 AT&T's new Build-A-Plan rollout and implications
07:40 Will the plan expand in the future?
08:27 AT&T sues California to sunset copper and DSL
11:00 Satellite has become a reliable backup
12:28 Regulators should embrace the future
13:16 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Fiber Connect, AI, network, data centers, BEAD, fiber, data, video, DOCSIS 4.0, AT&T, Build-A-Plan, Mint, multi-line, convergence, DSL, California, copper, FCC, satellite, Starlink, T-Mobile, regulation
Analysts Don Kellogg and Roger Entner discuss the new satellite joint venture agreement in principle between Verizon, AT&T, and T-Mobile, exploring its massive implications for satellite providers and consumers alike.
00:00 Episode intro
00:25 Details of the potential joint venture
02:23 Universal connectivity is on the horizon
03:36 Implications for Starlink
05:37 The U.S. may set the global standard
06:18 Are the coverage wars over?
08:22 Future satellite tech upgrades
09:23 Intent does not always materialize
10:13 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, D2D, device-to-device, spectrum, satellite, rural, dead zones, AST, Leo, Starlink, Elon Musk, coverage, urban, 5G, VoLTE, video
Analysts Don Kellogg and Roger Entner dive into the current state of carrier price locks as well as consumer sentiment, exploring the findings from Roger’s new report on the subject, "Promises, Promises, Promises."
00:00 Episode intro
00:25 Overview of the price lock landscape
01:34 Verizon's price lock landscape
02:56 T-Mobile's price lock landscape
03:09 Carrier price plans are innumerable
04:41 AT&T's price lock landscape
05:22 Charter's price lock landscape
06:06 Comcast's price lock landscape
06:47 Consumers prefer straightforward pricing
07:58 Cable equipment fees as a pain point
09:22 Carrier strategies differ overall
10:07 AT&T OneConnect's pricing
10:54 Fiber vs. satellite
12:03 Carrier reporting frequency
13:14 Report overview and episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, price locks, AT&T, Verizon, churn, net adds, T-Mobile, data, Charter, cable, Comcast, inflation, Verizon FiOS, routers, AT&T OneConnect, fiber, FWA, satellite, Starlink, reporting
Analysts Don Kellogg and Roger Entner break down Q1 earnings for Verizon and T-Mobile, alongside key strategic takeaways from the Deutsche Telekom B2B Conference in Bonn, Germany.
00:00 Episode intro
00:26 Verizon's Q1 overview
01:59 Reporting metric changes
04:10 Verizon's future outlook
05:02 T-Mobile's reporting metrics
05:52 T-Mobile's Q1 overview
09:41 Industry-wide fiber net adds
12:10 Charter's stock and acquisition prospects
12:37 Deutsche Telekom and T-Mobile combination rumors
15:28 Conference insights and European sovereign cloud
17:17 Europe's superior system integration business
17:55 Roger's conference plans and episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, earnings, Deutsche Telekom, net adds, AT&T, John Stankey, fiber, FWA, broadband, U.S. Cellular, Srini Gopalan, churn, Charter, Comcast, sovereign cloud, AI, B2B, conference
Analysts Don Kellogg and Roger Entner dive into Q1 earnings from AT&T, Comcast, and Charter, the importance of fiber castles, and future predictions for Verizon and T-Mobile.
00:00 Episode intro
00:25 AT&T Q1 overview
01:19 Fiber castle strategies
04:50 Are cable customers becoming more satisfied?
07:16 Comcast Q1 overview
07:57 Charter Q1 overview
08:32 T-Mobile may struggle with fiber
09:14 Research report details
09:36 Verizon and T-Mobile future predictions
10:43 Deutsche Telekom merger rumors
11:18 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Comcast, Charter, convergence, fiber, Verizon, Kinetic, Frontier, Lumen, T-Mobile, FWA, cable, NPS, bundling, Srini Gopalan, Deutsche Telekom
Analysts Don Kellogg and Roger Entner discuss the current state of networks, why carriers must shift their strategic focus, and the challenge of truly prioritizing the customer.
00:00 Episode intro
00:43 All networks are now “good enough”
02:04 Shifting focus from speed to capabilities
03:20 Meeting consumer needs is paramount
05:50 What follows network emphasis?
06:56 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, network, Dan Schulman, FWA, 5G, Speedtest, 4K, Verizon, T-Mobile, T-Satellite, value, Consumer Cellular, video, AT&T, reliability
Analysts Brett Clark and Roger Entner are joined by TLC Worldwide CEO Jay Cary and Connex Studio CEO Dave Whetstone to discuss current customer retention challenges and the strategic solutions companies can implement to solve them.
00:00 Episode intro
00:26 Why is churn still rising?
02:47 Loyalty plans remain focused on acquisitions
04:36 How to improve loyalty plans
07:00 T-Mobile's positive interaction goal
07:51 Customer appreciation is underrated
08:35 The business case for loyalty plans
11:03 Visible and the MVNO landscape
14:04 Marketing strategy suggestions
15:38 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Roger Entner, Jay Cary, Dave Whetstone, TLC Worldwide, Connex Studio, AT&T, 5G, network, loyalty plans, switching, Comcast, T-Mobile, churn, Ronan Dunne, Verizon, prices, Visible, MVNO, NPS, MNO, Mint, CRM, RCS, marketing
Analysts Don Kellogg and Roger Entner evaluate AT&T’s new OneConnect plan, examining its impact on both consumer value and the competitive landscape, as well as new price increases for existing subscribers.
00:00 Episode intro
00:26 New OneConnect plan overview
04:01 ARPU is waning as a metric
04:30 AT&T's strategy with the plan
05:23 Price increases on existing customers
06:21 Will price hikes backfire?
07:54 The company remains focused on the long term
08:33 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, OneConnect, convergence, fiber, cable, FWA, ARPU, ARPA, T-Mobile, bundling, price increases, churn, revenue, EBITDA
Analysts Don Kellogg and Roger Entner unpack this week’s top telecom news, including the FCC’s new foreign router ban, the digital divide in switching, and how telecom delivers value amid an inflationary environment.
00:00 Episode intro
00:26 Effects of the foreign router ban
02:21 Router ownership may represent a new digital divide
03:34 Telecom has bucked the affordability crisis
05:00 Value has increased regardless of price
05:38 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, routers, FCC, chips, China, supply chain, FWA, switching, AT&T, rural, affordability, hot spots, data, value
Analysts Don Kellogg and Roger Entner discuss the fierce competition between fiber, cable, FWA, and satellite, including who's winning – and where.
00:00 Episode intro
00:25 Fiber segments are winning across the board
01:53 AT&T's fiber gains
02:40 Verizon's fiber gains and convergence
03:09 Cable's fiber gains
04:19 FWA and bundling
04:35 Satellite and rural competition
05:37 Only certain customers will bundle
06:00 T-Mobile's fiber gains are more limited
06:30 Is everything a fiber network?
09:29 Speed is not always a factor
10:53 Starlink vs. fiber in rural areas
13:28 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, fiber, cable, FWA, satellite, ILEC, AT&T, net adds, FirstNet, Verizon, bundling, convergence, Charter, NPS, DSL, BEAD, rural, Starlink, T-Mobile, WISP
Analysts Don Kellogg and Roger Entner are joined by Hanish Bhatia from AtomInsights to discuss the company’s recent acquisition by Recon Analytics and how the deal will significantly expand Recon’s data capabilities and value to clients.
00:00 Episode intro
00:22 Acquisition announcement
03:15 Tracking the entire customer journey
04:47 International reach and advanced analytics
06:10 Database integration and capabilities
09:56 AI use for data precision
10:31 Factoring in macroeconomics
11:35 Speed advancements and future expansion
12:59 Enhanced value for semiconductor clients
14:13 Improved sample sizes
14:38 Roger's letter from Total Wireless
15:28 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Hanish Bhatia, AtomInsights, statistics, devices, Canada, international, network, speed, AI, databases, semiconductors, NPS, Total
Analysts Don Kellogg and Roger Entner discuss insights from the recent Mobile World Congress connectivity event in Barcelona, including updates on Starlink, AI-RAN, and the state of European telecom.
00:00 Episode intro
00:25 MWC overview and satellite bifurcation
01:55 AI-RAN may be a new revenue stream
03:34 Differences from edge computing
05:14 6G updates and T-Mobile's technical lead
06:06 Data sovereignty is a big issue for Europe
06:50 European company consolidation
07:58 Fraud is a rising concern 08:13 New devices announced at MWC
08:56 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mobile World Congress, SpaceX, AST, Starlink, AI, AI-RAN, compute, T-Mobile, edge computing, network, 6G, 5G, data sovereignty, consolidation, fraud, Samsung, handsets, devices
Analysts Don Kellogg and Roger Entner unpack the week’s top telecom stories, including a leadership shakeup at Charter, accelerating rural consolidation, and the strategic void left by 5G Americas' dissolution.
00:00 Episode intro
00:25 Charter announces Nick Jeffery as COO
02:46 Rural ISP consolidation accelerates
04:38 5G Americas announces cessation of operations
07:58 Effects on the analyst community
09:01 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Charter, Frontier, Verizon, Vodafone, fiber, cable, Nick Jeffery, Chris Winfrey, rural, Metro Connect, FWA, 5G Americas, AT&T, T-Mobile, Neville Ray, Sprint, Chris Pearson, vendors
Analysts Don Kellogg and Roger Entner examine the shifting reporting metrics at AT&T and T-Mobile, and why these optics don’t alter the underlying fundamentals.
00:00 Episode intro
00:24 AT&T's improved disclosures
02:00 The analytics are still on target
03:10 T-Mobile shifts to account-level churn reporting
06:13 Transparency in the wireless industry
07:40 T-Mobile's free line issue
08:57 Listener shout-outs and appreciation
09:21 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, disclosures, AT&T, T-Mobile, churn, Verizon, ARPU, free lines, Q4, Q1
Analysts Don Kellogg and Roger Entner share insights from the recent T-Mobile Capital Markets Day update event, covering changes in the retail store strategy, new AI translation features, and updated reporting metrics.
00:00 Episode intro
00:24 T-Mobile Capital Markets Day event overview
01:39 Pursuing convergence through fiber and FWA
02:37 Live AI translation could be a game-changer
04:03 Telecom must transcend the “dumb pipe”
05:08 Latency is key going forward
06:01 How AI actually impacts user experience
08:20 Key reporting metrics are changing
10:28 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AI, T-Mobile, retail, FWA, fiber, convergence, USI, translation, network, Verizon, AT&T, latency, Apple, Android, churn, Srini Gopalan
Analysts Don Kellogg and Roger Entner react to news of Sampath’s pending departure as CEO of Verizon’s Consumer Group, discuss potential successors, and analyze what the leadership shakeup could mean for the competitive landscape.
00:00 Episode intro
00:26 Sampath to exit Verizon
02:26 Who will be next?
04:40 Selection will likely come from outside
06:15 Impact on T-Mobile and its push toward T-Life
08:23 AT&T's relative stability and upcoming headquarters move
10:16 Q1 metrics are shifting
10:51 Industry excitement and episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Sampath, CEO, Ronan Dunne, Manon Brouilette, Dan Schulman, Alfonso Villanueva, T-Mobile, T-Life, layoffs, AT&T, John Stankey, headquarters, convergence, John Legere
Analysts Don Kellogg and Roger Entner analyze Q4 earnings for AT&T, Verizon, Comcast, and Charter, with additional insights on convergence and FWA.
00:00 Episode intro
00:24 AT&T Q4 overview
01:40 Convergence has supplanted handset upgrades
03:30 Verizon Q4 overview
05:18 Comcast Q4 overview
05:45 Charter Q4 overview
06:35 Charter is taking FWA seriously
07:15 Charter's wireless line metrics
07:58 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Verizon, Comcast, Charter, cable, net adds, FWA, convergence, devices, churn, iPhone, value, fiber, Frontier, bundling, upgrades, video, NFL, T-Mobile
Analysts Don Kellogg and Roger Entner discuss Comcast’s new loyalty program, Xfinity Membership, and whether it will work as intended for the cable giant.
00:00 Episode intro
00:25 Xfinity Membership overview
02:18 Loyalty plans actually drive acquisitions
04:04 Tangible vs. vague rewards
05:17 Verizon and T-Mobile's loyalty programs
06:49 Will these programs work for cable?
07:58 Customer care as a potential perk and episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Comcast, Xfinity, cable, loyalty, T-Mobile, Peacock, Verizon, churn, NPS, customer-centric, support
Analysts Don Kellogg and Roger Entner discuss several Verizon-related topics, including the recent outage, new rules on device unlocking, and the Frontier acquisition, plus HHS's plan to study cellphone radiation.
00:00 Episode intro
00:25 Verizon outage diagnosis
03:23 What's the proper recourse?
04:28 FCC rescinds Verizon's 60-day phone unlocking requirements
07:13 Implications for competitors
08:37 California clears Verizon's acquisition of Frontier
11:31 Convergence is back on the table
12:19 HHS to study cellphone radiation
15:37 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, outage, 5G, network, FCC, spectrum, net neutrality, devices, cable, AT&T, BYOD, churn, Frontier, DSL, convergence, FWA, radiation, safety, HHS, CTIA
Analysts Don Kellogg and Roger Entner discuss T-Mobile's new three-line Better Value family plan, what it means for retention, and how competitors might respond.
00:00 Episode intro
00:26 T-Mobile's new family plan overview
01:42 Loyalty plans as acquisition tools
03:26 Who is actually switching?
04:48 FWA and cable retention
05:35 T-Mobile's strategy and episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Better Value, plans, satellite, loyalty, tenure, switching, Verizon, AT&T, cable, FWA
Analysts Don Kellogg and Roger Entner are joined by Recon's XJ Wang to share insights from the new report on device insurance and discuss the changes carriers must make to retain their customer base.
00:00 Episode intro
00:26 Device insurance market overview
02:32 The “Income Paradox” and market disruptors
06:05 Innovative strategies in the space
07:58 Carriers should seize opportunities
11:15 Changes are key to customer retention
12:35 Report overview and episode wrap-up
The Anxiety Premium: Structural Disruption and Behavioral Economics in the U.S. Device Insurance Market: https://www.reconanalytics.com/products/the-anxiety-premium-structural-disruption-and-behavioral-economics-in-the-us-device-insurance-market/
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, XJ Wang, devices, insurance, switching, Spectrum, AKKO, T-Mobile, AT&T, Verizon, ARPU, Charter, MVNO, churn, retention
Analysts Don Kellogg and Roger Entner are joined by Recon's CEO of AI, Joe Salesky, to discuss his new report on the obstacles to mass AI adoption and what the industry may look like in 2026.
00:00 Episode intro
00:25 AI adoption has stalled despite model improvement
02:17 First-party data's role in adoption
03:58 Model Context Protocol is needed
05:55 Navigating privacy concerns
07:28 When will mass adoption occur?
08:18 Google and Meta's prospects
09:14 Predictions for 2026
10:31 Report overview and future AI research
12:03 Episode wrap-up
Report link:
Genius Myopia: Why Smarter Models Aren't Enough - Digital Product Reports
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Joe Salesky, AI, LLM, NPS, data, OpenAI, Google, Gemini, Microsoft, Claude, MCP, Apple, privacy, Facebook, Meta, 2026
On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon’s Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry.
00:00 Episode intro
00:27 MVNOs vs. their host carriers
04:42 Segmentation as a powerful market force
07:42 Wholesale vs. retail
12:31 A lack of choices in the U.S.
14:30 Is price the key concern?
16:54 Why consumers actually change carriers
18:42 Networks depend on MNO pricing
20:44 Verizon, Visible, and subscriber growth
24:23 MVNO strategy must differ
26:20 Upselling lower-income customers
27:40 Cable's free line strategy as a model
28:51 Is Total relevant or not?
31:10 Price vs. value
31:57 The current landscape is unsustainable
33:36 Which metrics matter?
35:52 MVNO branding is falling short
39:45 Business models should be customer-centric
41:23 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, Ronan Dunne, Christmas, MobileX, O2, Verizon, Boost, MVNO, MNO, carriers, Visible, cable, Comcast, Charter, Europe, Straight Talk, FWA, Mint, pricing, T-Mobile, giffgaff, data, network, Consumer Cellular, TracFone, ARPU, churn, Total, net adds, KPIs, value
Analysts Don Kellogg and Roger Entner share insights from Recon’s new Super Owner Economics report as Comcast and Charter look to reshape the wireless industry through CBRS deployment.
00:00 Episode intro
00:25 Comcast and Charter build out CBRS networks
02:57 Implications for Verizon and other MSOs
04:59 Cable's strategy and service bundling
06:41 FWA vs. fiber
07:51 Charter's approach to customers
08:48 Exploding prices are still around
10:35 Consumer satisfaction insights
11:51 Christmas episode teaser and episode wrap-up
Super Owner Economics: Charter & Comcast's Network Jiu-Jitsu - Digital Product Reports
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable, Charter, Comcast, spectrum, CBRS, network, AT&T, T-Mobile, rural, Verizon, bundling, FWA, fiber, DOCSIS 4.0, pricing, NPS, Spectrum Mobile
Analysts Don Kellogg and Roger Entner break down the satellite market’s shift toward three dominant players, as well as the complex mix of big personalities and government regulation shaping it.
00:00 Episode intro
00:25 The state of satellite and Starlink alternatives
03:01 Amazon Leo's status
03:40 The rise of the three-player market
04:18 Backstopping BEAD and rural access
06:27 Direct to Consumer questions remain
08:19 Shadows of Charlie Ergen
08:55 Episode wrap-up
The “Starlink’s Victory, Amazon’s Sprint and GEOs crashing: The divergent realities of Satellite Broadband” is available at:
https://www.reconanalytics.com/products/2027-november-satellite-report-vf/
Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing: The Divergent Realities Satellite Broadband - Digital Product Reports
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, satellite, Starlink, BEAD, Amazon, Leo, AST, AT&T, Verizon, Elon Musk, FCC, DoD, Golden Dome, rural, T-Mobile, B2C, spectrum, 5G, Charlie Ergen
Analysts Don Kellogg and Roger Entner examine the FCC’s forthcoming C-band spectrum auction and its broader implications for both the wireless and satellite sectors.
00:00 Episode intro
00:30 Spectrum auction news and analysis
02:18 Who will be the likely bidders?
03:09 Uses for unlicensed spectrum
04:54 Increased competition in broadband
07:08 How much is the spectrum worth?
08:52 Christmas episode update and episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, C-band, FCC, auction, Dish, Elon Musk, unlicensed, FWA, Wi-Fi, BEAD, satellite, rural, Amazon, Leo, Starlink, fiber, Verizon
Analysts Don Kellogg and Roger Entner share insights from T-Mobile’s recent Switching Made Easy event in Las Vegas and explore how the Un-carrier’s bold strategies could shake up the industry in the new year.
00:00 Episode intro
00:36 T-Mobile's Switching Made Easy event overview
03:17 Utilizing apps to simplify switching
05:17 Carrier switching pain points
07:24 Including devices in the process
09:46 Upselling and device insurance
13:53 How will the competition respond?
15:29 Ongoing research insights
17:36 2026 industry outlook
18:00 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Un-carrier, switching, Srini Gopalan, Verizon, Dan Schulman, Comcast, Dennis Strigl, T-Life, devices, DoorDash, retail, insurance, Charter, gross adds, research, net adds, 2026
Analysts Don Kellogg and Roger Entner discuss the growing expectations of Verizon layoffs, what a potential restructuring could mean for carrier retail, and why 2026 may be a make-or-break year for the wireless industry.
00:00 Episode intro
00:25 Verizon layoffs overview
02:07 Why Q4 matters
04:13 Carrier cost-cutting and retail evolution
06:17 Layoffs were not a surprise
06:39 2026 will be pivotal for wireless
07:01 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, layoffs, Dan Schulman, net adds, T-Mobile, gross adds, retail, 2026
Analysts Don Kellogg and Roger Entner discuss Dish’s Q3 earnings, its sale of spectrum to SpaceX, and T-Mobile’s new Text-to-911 offer that's free to all.
00:00 Episode intro
00:26 Dish Q3 earnings overview
01:22 AWS-3 sold to SpaceX
03:03 How will Elon use the spectrum?
04:00 T-Mobile offers free emergency 911 texting
04:56 Dead zones are dying
06:52 Charlie Ergen's impressive legacy
08:38 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, Charlie Ergen, Elon Musk, AWS-3, spectrum, SpaceX, Boost, Verizon, rural, T-Mobile, John Legere, satellite, Starlink, AT&T
Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into 2026.
00:00 Episode intro
00:25 Verizon earnings overview
02:25 Cable stops raising prices on fewer customers
04:53 How should Verizon use its network?
07:31 Youth-centric plans to attract customers
09:04 Comcast and Charter earnings overview
10:18 2026 industry predictions
12:46 Can T-Mobile overtake Verizon?
14:07 Comcast is poised for change
16:13 Cable vs. wireless in 2026
16:56 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Verizon, Comcast, Charter, Dan Schulman, T-Mobile, AT&T, FWA, Dennis Strigl, network, 5G, cable, Srini Gopalan, Mike Sievert, John Legere, fiber
Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders.
00:00 Episode intro
00:25 AT&T Q3 overview
02:59 Convergence as a key strategy
04:35 T-Mobile Q3 overview
05:27 Price increases and free lines
07:35 AT&T CapEx and rural strategy
09:02 T-Mobile's network leadership
09:27 AT&T and Verizon's new ad campaigns
11:26 Which metrics are trustworthy?
13:38 Networks are meeting customer needs
15:38 Verizon Q3 predictions and episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, convergence, fiber, Frontier, spectrum, T-Mobile, cable, FWA, ARPA, network, satellite, Starlink, Verizon, Comcast, Nielsen, churn, Ookla
Analysts
Don Kellogg and Roger Entner discuss Verizon’s appointment of Dan Schulman
as its new CEO, exploring what his leadership could mean for both the company and its competition.
00:00 Episode intro
00:39 Dan Schulman as new Verizon CEO
03:16 Schulman's experience aligns with Verizon's strengths
06:44 Pricing and customer service predictions
08:40 Building upon Verizon's corporate legacy
09:45 Competing in a crowded telecom industry
11:27 Recon's future insights and episode wrap-up
Tags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Verizon, Dan Schulman, Sampath, Priceline, PayPal,
myPlan, AI, customer service, T-Mobile, AT&T, Frontier, cable, Mint, FWA,
convergence
Analysts Don Kellogg and Daryl Schoolar discuss the recent ZTE Global Summit & User Congress, including insights on the practical use of AI, 6G development, and global network standardization.
00:00 Episode intro
00:27 ZTE event overview
01:40 Current and future AI network applications
05:44 How much AI is too much?
06:13 The state of the international market
07:56 Operators need the “next big thing”
09:01 ZTE's Pre6G prototype and 6G development
11:38 Prognosis for global network standardization
13:37 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Daryl Schoolar, ZTE, AI, network, automation, LLMs, microloans, gaming, video, China, 5G, slicing, private networks, B2B, 6G, hardware
Analysts Don Kellogg and Jake Hawkridge discuss the recent Wireless Hall of Fame Induction Ceremony, highlighting the five new inductees, their career milestones, and how the industry has evolved.
00:00 Episode intro
00:26 Ceremony overview
01:22 The 2025 inductees
01:49 Ken Horowitz's career highlights
02:17 Jesse Russell's career highlights
03:09 Elizabeth Sachs's career highlights
03:29 Tom Stroup's career highlights
03:43 Neville Ray's career highlights and T-Mobile's network evolution
06:36 T-Mobile was well-represented at the ceremony
07:30 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Jake Hawkridge, Wireless Hall of Fame, Wireless History Foundation, Ken Horowitz, Jesse Russell, Elizabeth Sachs, Tom Stroup, Neville Ray, pagers, spectrum, Bell Labs, regulation, satellite, T-Mobile, network, 5G
Analysts Don Kellogg and Roger Entner discuss the upcoming appointment of Srini Gopalan as CEO of T-Mobile and what it means for the future of the company.
00:00 Episode intro
00:24 Srini Gopalan's background in telecom
01:48 What company aspects might benefit?
02:53 The evolution of T-Mobile's leadership
03:55 T-Mobile's fiber strategy poses challenges
06:02 The new CEO is a solid choice
06:33 Satellite plans as part of Un-carrier moves
07:20 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Srini Gopalan, Deustche Telekom, Un-carrier, fiber, John Legere, Mike Sievert, BEAD, U.S. Internet, copper, satellite, Verizon, AT&T, AST, Elon Musk
Analysts Don Kellogg, Daryl Schoolar, and Jake Hawkridge discuss the recent Ericsson analyst event focused on enterprise strategy and AI innovation.
00:00 Episode intro
00:29 The Ericsson event focused on enterprise solutions
02:22 Solutions included private networks, 5G, and AI applications
04:42 Aduna for standardizing network APIs
06:48 Private network applications are focused on industry
08:11 Network APIs and 5G laptops
09:44 Development strategy and 5G deployment
12:48 Private networks are gaining traction
13:55 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Daryl Schoolar, Jake Hawkridge, Ericsson, Vonage, private networks, 5G, AI, Aduna, industry, APIs, broadband, core network
Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment.
00:00 Episode intro
00:26 SpaceX's purchase of spectrum from EchoStar
02:51 Paying with equity may cause issues
05:43 Potential uses of the spectrum
08:45 The future of AWS-3
10:36 What was Charlie's strategy?
13:40 Mint succeeded where EchoStar failed
15:22 EchoStar's failed to convince consumers
15:43 Will Elon market effectively?
17:15 The future of AST
17:58 Contract billing details are crucial to end results
18:53 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Tim Farrar, TMF Associates, satellite, Charlie Ergen, Dish, EchoStar, Elon Musk, Starlink, spectrum, SpaceX, AT&T, Verizon, T-Mobile, DTC, BEAD, AWS-3, AWS-4, FCC, 5G, network, MIMO, Mint, Boost, AST
Analysts Don Kellogg and Roger Entner discuss the pending sale of EchoStar's spectrum assets, who stands to benefit, and the role of regulators in shaping the market.
*Note: This episode was recorded 9/5/2025 before the SpaceX acquisition of EchoStar's spectrum assets on 9/8/2025.
00:00 Episode intro
00:25 The sale of AWS-4
02:03 Who will buy AWS-3 and 700 MHz?
03:54 Dish's path forward depends on regulators
05:30 Fourth-largest operators traditionally struggle
07:54 MMOs vs. MVNOs
08:39 A failing venture can be a success
10:28 Will spectrum go to good use?
10:49 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, AT&T, AWS-4, Elon Musk, Charlie Ergen, Starlink, FCC, AWS-3, 700 MHz, Verizon, spectrum, T-Mobile, satellite, MVNO, Peter Adderton, Rakuten, network, MMO
Analysts Don Kellogg, Roger Entner, and Daryl Schoolar discuss the recent event at the T-Mobile Executive Briefing Center and Innovation Center in Bellevue, WA, highlighting the company's evolving business strategies and innovative technology applications.
00:00 Episode intro
00:29 EBC first impressions and company strategy
03:10 Effectiveness of the EBC
04:03 Catering to the relationship aspect of sales
05:33 T-Mobile's technology advantages
08:42 T-Mobile events are well-rounded
11:00 Slicing and private networks
14:20 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, T-Mobile, L4S, 5G Advanced, slicing, 5G Standalone, Verizon, AT&T, satellite, T-Priority, gaming, private networks
Analysts Don Kellogg and Roger Entner are joined by Angela Rittgers, President of AT&T Prepaid and Cricket Wireless, to discuss Cricket’s operations, recent updates, growth plans, and the increasingly blurred lines between prepaid and postpaid.
00:00 Episode intro
00:26 Angela's move to Cricket
03:00 Cricket's approach to wireless
05:00 Atlanta's impact on Cricket
05:45 Cricket's new plans focus on unlimited data and hotspots
07:39 Prepaid and postpaid are blending
11:45 Cricket's plan for growth
12:28 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Angela Rittgers, AT&T, Cricket, Boost, Virgin Mobile, John Dwyer, Atlanta, plans, data, hotspots, multiline, devices, value, network, churn
Analysts Don Kellogg and Roger Entner discuss the launch of Deutsche Telekom’s new AI-powered T Phone, as well as the evolution of various AI models and their massive looming impact on mobile carriers.
00:00 Episode intro
00:37 Deutsche Telekom launches new Android AI phone
02:03 Perplexity's strategy to integrate with phones
03:12 How are search habits changing?
04:41 Copilot as a competitor
05:26 T Phone represents the future even to US carriers
07:19 Apple Intelligence has held carriers back
07:54 AI continues to advance rapidly
09:05 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AI, Deutsche Telekom, T Phone, Perplexity, Comet, Chrome, Microsoft, Edge, Copilot, AT&T, Verizon, T-Mobile, Google One, Apple Intelligence, ChatGPT, Claude
Analysts Don Kellogg and Roger Entner are joined by Jenifer Robertson, Executive Vice President & General Manager of Mass Markets at AT&T, to discuss the company's recent successes driven by its customer-centric initiatives.
00:00 Episode intro
00:24 AT&T's Guarantee has led to satisfaction
03:33 Churn is at low levels
04:32 Best deals for everyone rewards existing customers
07:08 AT&T Turbo and Internet Air
08:31 Leadership changes spurred technological investment
11:26 Fiber has proven reliable
13:21 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jenifer Robertson, AT&T, guarantee, network, AI, churn, FWA, convergence, AT&T Turbo, AT&T Internet Air, fiber, reliability
Ep. 255
Analysts Jake Hawkridge and Roger Entner discuss the remaining Q3 earnings from cable giants Charter and Comcast.
00:00 Episode intro
00:55 Charter earnings overview
03:49 Cable's subscriber issues
05:27 Comcast earnings overview
06:17 Streaming is flat overall
08:41 Comcast's pricing remains problematic
10:15 Business customers are disappearing
13:11 Fiber as a potential vacation home solution
13:44 Episode wrap-up
Tags:
telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Jake Hawkridge, Roger Entner, Charter, Comcast, Cox, earnings, net adds, FWA, fiber, cable, RDOF, T-Mobile, NPS, Verizon, churn, Peacock, streaming, AT&T
Analysts Jake Hawkridge and Roger Entner discuss the new deal between Comcast, Charter, and T-Mobile, as well as Q2 earnings from the big players in telecom.
00:31 Comcast and T-Mobile deal
04:59 Verizon Q2 overview
07:26 AT&T Q2 overview
09:42 T-Mobile Q2 overview
12:26 Rising churn and Q2 earnings summary
14:22 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Jake Hawkridge, Roger Entner, Verizon, AT&T, T-Mobile, earnings, Comcast, Charter, cable, MVNO, net adds, churn, Project 624, devices, FirstNet, fiber, FWA, Hispanic market
Analysts Don Kellogg and Roger Entner discuss troubles at Boost and how the big personalities at EchoStar might deal with them, plus news about Recon Analytics' device data collection and future projects.
00:24 Boost is in trouble
03:22 Funding and vision are needed
05:54 Don's new articles on Trump Mobile and foldable devices
07:26 Recon's advanced device data to be released
11:25 Additional announcements and plans
12:11 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Boost, Charlie Ergen, Peter Adderton, Dish, EchoStar, Verizon, MVNO, Light Reading, Trump Mobile, foldable, devices
Analysts Don Kellogg and Roger Entner discuss the decline and fall of US Cellular, the future of its assets, as well as Recon Analytics' extensive data collection on rural telco consolidation.
00:26 DOJ greenlights US Cellular sale
02:10 The company avoided major competition
03:55 A piecemeal sale of its assets
05:57 Regional carriers are waning
07:06 Recon Analytics' rural data project
11:31 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, US Cellular, AT&T, Verizon, T-Mobile, spectrum, rural, FCC, DOJ, C Spire, copper, fiber, Frontier, NPS
Analysts Don Kellogg and Roger Entner are joined by Eric Watko, CEO of BroadbandOne, to discuss the company's innovative network solutions that are reaching a diverse range of customers all across the nation.
00:24 BroadbandOne company profile
03:30 Current and future market operations
04:50 Customer base overview
06:10 Current speeds and use cases
08:16 Unlicensed spectrum use
09:10 Millimeter wave reasoning and hardware configurations
14:20 Meeting different market needs
15:15 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Eric Watko, BroadbandOne, FWA, internet, fiber, spectrum, WISP, MSP, SD-RAN, mmWave, LMDS, MDU
Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the company’s cutting-edge customer service strategies and forward-looking vision.
00:24 Enhancing customer service through technology
02:58 Proactive problem solving with AI
05:10 My Verizon app features and impact
08:31 Verizon's My Access rewards focus
09:55 Verizon's multi-tiered loyalty strategy
10:29 Long-term customer service goals
11:27 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Verizon, customer service, AI, case management, apps, Google, rewards, loyalty, vision
Analysts Don Kellogg and Roger Entner are joined by Peter Adderton, Founder and CEO of MobileX, to discuss the AI-facilitated, customer-centric approach to MVNO service.
00:29 MobileX overview
03:30 Breakage and overage vs. churn
05:20 Mobile data usage trends
09:45 Consumers are prioritizing value
11:29 The future of MobileX
14:03 The customer-centric approach
15:55 Consumers are network agnostic
16:36 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, MobileX, MVNO, Boost, AI, machine learning, carriers, breakage and overage, ARPU, churn, data, FWA, cable, NPS, Verizon, Tracfone, network, T-Mobile
Analysts Don Kellogg and Roger Entner are joined by Iyad Tarazi, CEO of Federated Wireless, to discuss the current landscape and future prospects of CBRS spectrum in the wireless industry.
00:25 A career in wireless
01:21 Federated Wireless profile
02:27 The current state of CBRS
06:22 Impact on private wireless
08:32 Competition in the space
11:24 Military impact and the future of CBRS
14:38 Spectrum allocation scenarios
18:29 The spectrum sharing business model
20:12 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Iyad Tarazi, Federated Wireless, software, SaaS, cloud, spectrum, CBRS, GAA, Verizon, fixed wireless, network, military, carriers, sharing
Analysts Don Kellogg and Roger Entner discuss policy changes to BEAD and spectrum policy, as well as the launch of Recon's new Spanish-language consumer insights service.
00:24 BEAD to become technology agnostic
02:38 Spectrum pipeline changes
04:47 Recon Analytics launches unique Spanish-language product
09:35 Demographic insights for carriers
12:26 Challenges in analytics expansion & episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, BEAD, fiber, FWA, Starlink, spectrum, Spanish, analytics, T-Mobile, NPS, cable, AT&T, Mint, Visible
Analysts Don Kellogg and Roger Entner discuss insights gleaned from the most recent round of investor conferences hosted by the leaders in telecom.
00:25 AT&T COO speaks about guarantees
01:40 AT&T's slow path to 5G
04:19 AT&T Business segment seeing improvement
05:24 Verizon CRO talks cable
06:07 FWA & cable
09:07 Sampath on churn and overall strategy
12:10 Prepaid is an industry bright spot
14:21 Verizon's convergence numbers
14:54 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, investor conferences, AT&T, Jeff McElfresh, J.P. Morgan, guarantee, 5G, FWA, Verizon, Frank Boulben, cable, Sowmyanarayan Sampath, fiber, DOCSIS 4.0, Comcast, churn, Frontier, convergence, Dennis Strigl, Lifeline, ACP
Analysts Don Kellogg and Roger Entner are joined by Jim Patterson, CEO of CellSite Solutions, to discuss the company's current infrastructure support business as well as recent prominent mergers and acquisitions in the telecom industry.
http://sundaybrief.com
00:26 Jim's career background
03:22 CellSite's current operations
07:39 Charter and Cox merger discussion
12:44 AT&T's Lumen acquisition discussion
16:18 Merger implications for Gigapower
17:48 Merger implications for fiber
18:55 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jim Patterson, CellSite Solutions, data centers, sustainability, merger, M&A, Charter, Cox, cable, AT&T, Lumen, Verizon, T-Mobile, divestiture, fiber, Dycom, Gigapower, BEAD
Analysts Don Kellogg and Roger Entner discuss the new administration's spectrum policy, as well as the details behind Charter's pending purchase of Cox.
00:24 Spectrum pipeline proposal may restore FCC authority
04:08 Broadband competition should also benefit
04:56 SpaceX and Dish differ over spectrum use
06:20 Charter's purchase of Cox to shake up cable
09:10 What's in a name?
09:55 Predictions for the new entity
11:54 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, FCC, 5G, 6G, FWA, SpaceX, Dish, AWS-4, Charter, Cox, cable, Liberty, John Malone, Chris Winfrey, Comcast, Altice
Analysts Don Kellogg and Roger Entner discuss the current state of the economy and what it means for wireless and the broader telecom industry.
00:24 The current economic situation for wireless
03:47 U.S. vs. European network comparison
06:12 Prepaid may benefit from a recession
10:30 Recessions mainly affect lower income earners
11:56 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, recession, MSO, MobileX, cable, Verizon, inflation, Europe, network, ARPU, net adds, MetroPCS, Lifeline
Analysts Don Kellogg and Roger Entner discuss the features and potential follies of T-Mobile's three new price plans.
00:26 T-Mobile's new plans step back from its Un-carrier ethos
04:00 The plans do have some benefits
05:12 Finances are still sound
05:53 Network comes at the expense of value
06:59 A particularly bad time to raise prices?
10:11 Free upgrades aren't exactly free
11:27 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Un-carrier, taxes, 5G, AT&T, Verizon, data, 4K, satellite, network, value, price, churn, upgrades
Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.
00:23 Economic headwinds affect Q1 overall
03:16 Verizon Q1 overview
04:32 Free lines are affecting the numbers
06:40 Prepaid growth should not be ignored
07:34 Verizon adjusts reporting on SafeLink and insurance metrics
09:38 T-Mobile shakes up prices
10:39 AT&T Q1 overview
13:32 T-Mobile Q1 overview
15:06 Cable Q1 overview
16:59 Tariffs won't be felt just yet
17:53 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs
Analysts Don Kellogg and Roger Entner discuss encouraging developments at Comcast that are likely to benefit internet users, along with Starlink’s evolving role in the broadband market.
00:25 Comcast announces new price plans and guarantee
05:26 Competition is driving service improvements
07:04 Contracts are unnecessary with quality products
07:37 Guarantees are now commonplace
10:41 Use cases for Starlink
13:10 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Comcast, Xfinity, internet, cable, data caps, router, contracts, guarantee, fiber, FWA, Starlink, customer service, Charter, AT&T, Verizon, Fios, Chris Winfrey, MSO, Elon Musk, BEAD
Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.
00:53 Verizon's new guarantees may not be enough
3:00 Slowing growth indicates recession
05:16 Tariff implications for smartphones and carriers
10:36 Average Americans are under financial pressure
13:04 Uncertainty is bad for manufacturing and investing
14:55 Nevertheless, telecom remains largely recession-proof
17:13 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers
Analysts Don Kellogg and Roger Entner are joined by Cory Davis, Vice President of
Verizon Frontline, for a discussion on the company's ongoing commitment to
public safety as well as innovative advancements on the horizon.
00:24 Verizon Frontline overview
01:44 5G network redundancy and reliability
02:59 Verizon Frontline's Crisis Response Team
03:36 Growth and innovation in the first responder market
05:18 A purpose-built network
07:19 Deployables for crises
08:53 Recent use cases and future improvements
11:15 Verizon's Frontline-Verified program for manufacturers
12:36 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Cory Davis, Verizon, Verizon Frontline, public safety,
first responders, 5G, network, capacity, data, crisis, THOR, fiber,
deployables, DoD, Frontline-Verified
Analysts Don Kellogg and Roger Entner are joined by Hermann Frank, CEO of Gigs, to
discuss the company's facilitation of MVNO creation for tech companies.
00:24 Gigs platform overview
02:01 How Gigs actually works
04:24 Success stories
06:12 Smoothing the process
06:58 U.S. operating profile
08:04 What MVNO size is best?
09:07 Specialty MVNO cases
09:29 Gigs named as one of the World's Most Innovative Companies
10:05 Episode wrap-up
Tags:
telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Hermann Frank, Gigs, MVNO, MVNE, carrier, tech,
product-market fit, Nubank, Twilio, customers, Fast Company
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, including the
Crown Castle asset sale, spectrum changing hands, and recession indicators and
predictions.
00:26 Crown Castle shifts strategy with asset sale to Zayo
02:50 What's in it for Zayo?
03:58 Elusive network economies of scale
04:59 Grain Management acquires spectrum
07:34 The role of private networks
08:29 Recession, or not?
10:57 Can anything replace device sales?
12:46 Government response to crisis is key
14:10 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Crown Castle, towers, fiber, carriers, Zayo, AT&T,
Verizon, Dish, multi-tenant, economies of scale, Ericcson, Sprint, T-Mobile,
spectrum, Grain Management, private networks, Nextel, recession, cable,
economy, handsets, devices, AI, retail, government
Analysts Don Kellogg and Roger Entner are joined by Scott Agnew, President of AT&T
FirstNet, to discuss their ongoing commitment to public safety and what first
responders can expect next.
00:24 FirstNet overview
03:58 Partnership with state-level public safety
05:10 How deployables work in emergencies
07:27 FirstNet's all-band approach to spectrum
08:38 What's next for FirstNet?
11:28 Public-private partnership relations
12:28 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Scott Agnew, AT&T, FirstNet, first responders,
government, 4G, 5G, public safety, deployables, Band 14, MegaRange, AST,
satellite, connectivity, public-private partnership
Analysts Don Kellogg and Roger Entner discuss their respective disagreements on two key
telecom topics: T-Priority and BEAD.
00:24 T-Priority launches for first responders in NYC
03:26 Speed floor promises
04:08 Will this be adapted for business?
06:12 Slicing vs. private networks
06:48 BEAD qualifications are changing
07:56 Connection costs are very inefficient
09:16 Starlink vs. FWA
15:12 Episode wrap-up
Tags:
telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner. T-Priority, BEAD, T-Mobile, New York City, network
slicing, AT&T, FirstNet, first responders, AI, private networks, fiber,
Howard Lutnick, NTIA, spectrum, ARPU, FWA, satellite, Starlink, NPS, cable,
DSL, rural, C band
Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product and
Strategy Officer for Zayo, to discuss both the current and future states of
large-scale data infrastructure.
00:25 Zayo as a major data infrastructure provider
01:47 AI's massive impact on fiber demand
04:03 Demand calculations
06:03 Will compute efficiency increase?
07:57 Video's impact on bandwidth
08:53 Pricing trends
10:15 Future data delivery trends
12:09 Episode wrap-up
Tags:
telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Bill Long, Zayo, infrastructure, fiber, data centers,
cable, AI, chips, TSMC, power, hard disks, storage, FLOPS, neural processing,
synthetic data, bandwidth, price, last mile, edge computing, Nvidia
Analysts Don Kellogg and Roger Entner are joined by Robert Dandrea, former CMO at
Tracfone, to discuss the origins of prepaid and the lessons learned that are
still relevant today.
00:27 Developing prepaid from scratch
04:16 Scaling prepaid into Walmart
05:20 Robert's sudden elevation to CMO
07:12 Early learnings from prepaid operations
09:03 Keeping churn in check
11:15 Straight Talk as a customer-focused brand
15:11 The customer experience still matters
16:08 Episode wrap-up
Tags:
telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Robert Dandrea, Tracfone, FJ Pollak, ARPU, retail,
Walmart, SafeLink, churn, N-1, Apple, Straight Talk, Verizon, customer
experience
Analysts Don Kellogg and Roger Entner are joined by Carsten Kraus, founder and CEO of
Casablanca AI, to discuss the company's solution to the “eye contact problem”
that plagues modern video conferencing.
00:23 Casablanca aims to solve a nagging video conferencing issue
03:00 Casablanca's origins
04:22 Technical requirements and operation
05:55 Implications for sales-oriented industries
06:26 Studies on and importance of eye contact
08:07 Competing with Nvidia
09:30 Environmental implications vs. productivity
10:40 Core technologies evolution and network requirements
12:00 Episode wrap-up
Try Casablanca: https://www.casablanca.ai
Tags:
telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Carsten Kraus, Casablanca, AI, video conferencing, eye
contact, Microsoft Teams, Zoom, Apple, sales, insurance, Nvidia, CO2, carbon
footprint, productivity, Germany, Edge, 3G
Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the newly-released Consumer Connections Report and the various insights it provides.
00:24 Consumer Connection Report overview
02:06 Parental controls with Verizon Smart Family and Wi-Fi importance
06:28 Verizon Home app improves in-home control
07:20 Leveraging broadband experience into FWA
09:51 Retail is not dead!
12:04 Verizon's future focus
13:03 episode wrap-up
2024 Verizon Consumer Connections Report:
https://verizon.turtl.co/story/2024-consumer-connections-report/page/1
Tags: telecom, telecommunications, wireless,prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Verizon, Consumer Connections Report, Smart Family, parental controls, Wi-Fi, router, broadband, Fios, fiber, FWA, NPS, retail
Analysts Don Kellogg and Roger Entner discuss Q4 earnings from the major players in telecom and cable, as well as key personnel updates for T-Mobile and the FCC.
00:25 AT&T Q4 overview
03:06 Verizon Q4 overview
06:35 T-Mobile Q4 overview
08:04 Cable industry Q4 overview
08:53 T-Mobile to appoint Srinivasan Gopalan as COO
10:09 Telecom industry Q4 summary
10:25 FCC Chairman Carr appoints Scott Delacourt as Chief of Staff
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, FWA, upgrades, Verizon, T-Mobile, MRC, ARPU, fiber, John Stanke, EBITDA, cable, Comcast, Black Friday, Charter, Sprint, Srinivasan Gopalan, FCC, Brendan Carr, Scott Delacourt
Analysts Don Kellogg and Roger Entner discuss current consumer perceptions surrounding big players in the telecom industry and if the perception matches reality.
00:25 Where do current carriers stand?
1:10 Switching dictates perception
02:25 Verizon vs. T-Mobile on price and network
06:33 4G vs. 5G in reality
08:25 AT&T's perception
09:06 Carrier identity goals
10:00 Cable and Mint
12:12 Cable's transition and content challenges
15:00 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, 4G, 5G, network, T-Mobile, AT&T, price, MRC, ARPU, Wi-Fi, data, FWA, slicing, net adds, gross adds, cable, Mint, churn, value, content, NFL, linear television, video, streaming
Analysts Don Kellogg and Roger Entner are joined by Mitch Klaassen to discuss AI's impact on data storage and how companies are planning to deal with exponential capacity demands.
00:24 What's next for Recon Analytics?
01:40 Seagate storage study overview
03:11 Businesses differ on AI storage predictions
04:08 Storage types differ by region
05:01 Regulation has a huge impact
05:38 How companies are coping with huge amounts of data
06:26 The cloud is still hard storage
07:50 Capacity woes
10:40 Episode wrap-up
Mitch's White Paper: “Impact of AI on Storage Requirements”
https://reconanalytics.com/impact-of-ai-on-corporate-storage-requirements
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mitch Klaassen, scaling, Seagate, storage, AI, cloud, China, Europe, regulation, GDPR, Azure, AWS, data centers, capacity, video, streaming
Analysts Don Kellogg and Roger Entner discuss the impact of AT&T's new guarantee on connectivity, support, and best deals and devices for both fiber and wireless customers.
00:25 Guarantee details
02:19 What makes AT&T's guarantee different?
04:34 Motivations behind the guarantee
05:47 Will promises match reality?
07:36 Risks of the guarantee
09:00 Planning behind the guarantee
10:05 Impact on the industry
11:35 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, connectivity, guarantee, fiber, best plans and devices, Charter, regulation, FCC, churn, Chris Winfrey, outage, net promoter scores, customer service, credits, Sprint, T-Mobile, Verizon
Analysts Don Kellogg, Roger Entner, and Daryl Schoolar are joined by Mavenir's SVP of Cloud & AI, Brandon Larson, to discuss the recent analyst event as well as the future of networks and telecom infrastructure.
00:23 Mavenir analyst event overview
03:15 Practical AI applications
05:04 Solving customer problems
06:11 Mavenir company profile
08:45 The future of cloud and AI
11:17 Networks as critical infrastructure
13:30 Using technology to meet expectations
16:58 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, Brandon Larson, Mavenir, Open RAN, AI, networks, BSS, OSS, cloud, critical infrastructure, 5G, Steve Jobs
Analysts Don Kellogg and Roger Entner provide a thorough breakdown of the past year in telecom, as well as provide insights for 2025 and the new regulatory environment.
00:37 AT&T year in review
01:32 FWA vs. fiber
03:29 T-Mobile year in review
07:25 Verizon year in review
09:36 US Cellular folds
10:15 Boost stays alive
11:24 Cable industry year in review
14:24 Upcoming FCC and regulatory changes
15:32 Cable vs. telecom spectrum battles
17:20 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, fiber, churn, FWA, spectrum, Verizon, T-Mobile, Deutsche Telekom, Mint, cable, capital light, Frontier, US Cellular, Dish, Boost, EchoStar, cellphone internet, CBRS, rural, DOCSIS 4.0, FCC, Brendan Carr, Jessica Rosenworcel, net neutrality, Maria Cantwell, Ted Cruz, AWS-3
Analysts Don Kellogg and Roger Entner are joined by Jim Gerace, former Chief Communications Officer of Verizon, to discuss the formation and legacy of the Verizon Credo, as well as how the core values it espouses have contributed to commercial success.
00:24 Verizon Credo concept
02:48 Origins of the Credo
06:39 Adoption of the Credo
09:34 Evolution of the Credo
10:44 Verizon's emphasis on the customer
14:41 Longevity of the Credo
17:23 Constructive dissent concept
19:13 Episode-wrap
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jim Gerace, Verizon, Verizon Credo, Dennis Strigl, Ivan Seidenberg, customer service, mission statement, core values, Bedminster
Analysts Don Kellogg and Roger Entner are joined by Mint's Chief Marketing Officer Aron North to discuss the company's ascension, unique marketing strategies, and future prospects.
00:25 Aron's career with Mint
02:18 Mint's impressive growth story
07:18 Mint's scientific approach to pricing
10:25 Crafting Mint's marketing message
13:57 The Mintfomercial
15:40 T-Mobile's ownership of Mint
16:04 Mint's future and Aron's plans
17:06 An emphasis on teamwork
18:27 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Aron North, Mint, T-Mobile, branding, marketing, pricing, David Glickman, Ryan Reynolds, growth
Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.
00:24 AT&T Investor Day overview
02:14 Leadership & company turnaround
03:24 Fiber and convergence
06:04 Tech stack simplification and Open RAN
07:34 5G expansion
08:12 Copper reduction targets
08:59 Leverage reduction and capital allocation
10:31 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, Gigapower, fiber, T-Mobile, John Stankey, churn, convergence, Open RAN, Mavenir, 5G, DSL
Analysts
Don Kellogg and Roger Entner discuss new developments surrounding DirecTV's shaky deal with TPG, as well as T-Mobile's acquisition of Louisiana BEAD funding and its overall strategy.
00:48 DirecTV's TPG deal falls through
02:55 Are TV satellites obsolete?
04:15 T-Mobile secures large BEAD grant
05:45 T-Mobile's capital allocation strategy
07:00 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, DirecTV, TPG, AT&T, EchoStar, Dish, Charlie Ergen, satellite, T-Mobile, BEAD, LLFC, rural, Conexon, Gigapower
Analysts Don Kellogg and Roger Entner are joined by Nancy Clark, President of Verizon Value, to discuss the company's commitment to revitalizing prepaid.
00:24 Verizon's turnaround of prepaid brands
02:51 Brand differentiation
04:47 Straight Talk's branding
05:50 Customer service's impact on strategy
07:36 Blurring of market segments
09:53 Churn success
11:04 Competition assessment
12:07 Distribution networks
12:52 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Nancy Clark, Verizon, Verizon Value, TracFone, Visible, Straight Talk, Total, rural, MVNO, MNO, churn, T-Mobile, Mint, distribution
Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.
00:58 AT&T Q3 overview
2:36 Industry upgrade cycles
04:34 T-Mobile Q3 overview
07:29 T-Mobile vs. Verizon
08:20 Verizon Q3 overview
09:05 Comcast Q3 overview
09:48 Altice Q3 overview
10:00 Cable industry predictions
11:20 Dish Q3 overview
13:19 US Cellular Q3 overview
14:02 Q4 predictions
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, fiber, convergence, upgrades, T-Mobile, FWA, cable, Verizon, Frontier, Comcast, Charter, RDOF, Altice, SOGA, Dish, ACP, US Cellular, elections, Apple, iPhone
Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey.
00:24 Conference overview
02:36 A global view of the industry
03:51 Telco-to-techno journey
04:40 ZTE's optimization focus
05:53 ZTE company profile
07:27 Total cost of ownership metrics
08:40 ZTE's capacity focus and spectrum issues
12:24 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, ZTE, Turkey, 5G, AI, Ericcson, Nokia, India, MIMO, 6G, spectrum, elections, capacity
Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry.
00:42 Businesses are ready for AI results
03:15 Amdocs' Gen AI applications
05:32 Are customers satisfied with AI service?
09:48 AI cost savings as a game changer
12:29 Telecom deserves more credit
13:15 Applications across industries
14:15 AI accuracy is improving rapidly
15:20 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Mitch Klaassen, Roger Entner, Anthony Goonetilleke, Amdocs, AI, KPIs, Gen AI, Agentic AI, customer service, LLM, net promoter scores, Nvidia, FWA, accuracy
Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.
00:25 Verizon's Q3 breakdown
01:20 The metrics that truly matter
03:23 Investor Day fiber discussion
05:33 Investor Day FWA discussion
09:18 What's behind bundling?
10:38 Verizon's strategy vs. AT&T and T-Mobile
15:13 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light
Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.
00:25 Details of the deal
02:12 Spectrum properties
02:41 US Cellular's decisions inevitably led to the sale
04:08 The impact of rural markets
05:36 Upcoming elections will impact spectrum policy
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile, AT&T, EchoStar, Boost, Dish, FCC, TDS, cable, fiber, C Spire, RDOF, BEAD, elections
Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range.
00:24 CBRS overview
01:24 Military use of CBRS
04:46 The television incentive auction as a useful model
05:24 Power requirements and interference mitigation
07:40 Licensing and interested parties
09:56 Arguments for and against the shift
12:35 The issue's resolution will take time
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, CBRS, spectrum, radar, AT&T, Wi-Fi, licensing, Verizon, cable, FWA, FCC
Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup.
00:23 Details of the announcements and potential deals
04:24 Is Dish's spectrum truly valuable?
05:46 Challenges persist regardless of the deal
07:14 Charlie Ergen remains an adept businessperson
07:50 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, DirecTV, TPG, AT&T, satellite television, Charlie Ergen, Boost, Spectrum, Sprint, T-Mobile, US Cellular, Mint
Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish's
buildout requirement, as well as the uphill battle the company faces as a whole.
00:25 Dish's FCC decision overview
03:05 The FCC has flip-flopped on this issue
04:11 Other commitments are already underway 06:20 Dish's network is not its main problem
10:55 The FCC shows Dish considerable leeway
12:10 Other companies are not as lucky
13:30 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, FCC, buildout, 5G, data, Release 17, AT&T, interest rates, customer acquisition, marketing, Mint, Verizon, T-Mobile, spectrum, 12 GHz, DirecTV, Elon Musk, Charlie Ergen, Starlink, BEAD
Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended.
00:10 Don and Roger are live in San Francisco
00:30 Roger's thoughts on the event
02:40 Cash flow projections and German involvement
04:02 Fiber growth projections
5:10 Guest speakers and AI
07:12 T-Mobile's overall message
08:17 Network speed and satisfaction
11:11 Network slicing and government contracts
14:10 FWA improvements and cable implications
15:23 T-Mobile's vision and industry roles
17:02 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, SMRA, FWA, Verizon, Lumos, Metronet, US Cellular, Deutsche Telekom, fiber, Sam Altman, Jensen Huang, OpenAI, Nvidia, AI-RAN, Ericsson, Nokia, 5G, 6G, Ulf Ewaldsson, network speed, AR, network slicing, AT&T, FirstNet, first responders, cable, Charter, Chris Winfrey, Mike Sievert, Denny Strigl
Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users.
00:24 AST's latest launch and satellite communication capabilities
02:54 Emergency and first responder applications
04:25 All phone users should benefit
05:02 Limitations of satellite communication
06:45 Spectrum usage & coverage gap reduction
07:29 Device operation
08:29 Satellite density will determine overall capacity
09:32 Availability timeline 10:15 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Chris Sambar, JR Wilson, John Wojewoda, AT&T, AST, satellites, BlueWalker 3, emergency communication, SOS, first responder, FirstNet, Abel Avellan, spectrum, densification, data
Analysts
Don Kellogg and Roger Entner are joined by Srinivasa Kalapala, SVP of Technology and Product Development at Verizon, to discuss the exciting developments in satellite technology that will soon be available to the average user.
00:25 Verizon's partnership with Skylo for emergency satellite communication
02:30 Possible expansion from emergency use and limitations
06:14 Verizon's satellite strategy
07:50 Verizon's partnership with AST
08:43 Consumers favor mobile operators for satellite
11:12 Satellites should close remaining coverage gaps
12:01 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Srinivasa Kalapala, Verizon, Skylo, satellite, SOS, Google Pixel, Samsung Galaxy, L band, spectrum, Project Kuiper, broadband, AST
Analysts Don Kellogg and Roger Entner discuss the prepaid landscape, including the moves cable is currently making within the segment.
00:23 Prepaid deals show competition is alive and well
02:42 Prepaid as a transitional product
04:30 Who needs an unlimited plan?
06:43 Cable is taking advantage of plan shakeups
09:54 Cable & FWA
12:38 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Visible, Cricket, Mint, churn, MobileX, AT&T, Cricket, cable, Charter, FWA, DOCIS 4.0, net promoter scores, convergence, T-Mobile
Analysts Don Kellogg and Roger Entner examine the current state of Mint Mobile as well as where the company may be headed following its recent acquisition by T-Mobile.
00:24 Mint has been a success story overall
02:07 Mint's D2C model yields high satisfaction
04:23 Which consumers choose Mint?
05:39 Mint as a price and value leader
06:42 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mint, T-Mobile, Consumer Cellular, D2C, Total, Metro, Cricket
Analysts Don Kellogg and Roger Entner discuss earnings from three major companies, issues surrounding fold and flip phones, and some key executives departing the industry.
00:25 T-Mobile's earnings overview
01:12 T-Mobile and pricing parity with other carriers
05:34 T-Mobile's perception vs. reality
08:23 Dish is still struggling
11:14 Altice is persevering despite challenges
12:18 Google Pixel 9 Fold release controversy
14:24 Flip and fold phones have a major flaw
17:07 Executive turnover in the industry
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, T-Mobile, 5G, Dish, Altice, ACP, net adds, churn, parity, interest rates, fiber, Comcast, Charter, Google Pixel 9 Fold, AT&T Enterprise, Cricket, Stetson Doggett, Rick Welday, Melissa Arnoldi, John Dwyer
Analysts Don Kellogg and Roger Entner discuss who will win in the ongoing competition between cable and wireless.
00:23 Innovation in the telecom industry
04:59 Initial un-carrier disruptions
05:57 Recon Analytics data facilitates innovation
06:54 Cable has taken the lead at innovation
10:04 FWA looms large for cable
12:38 Cable's leadership is slow to take action
13:17 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable, wireless, innovation, Verizon, Dennis Strigl, iPhone, AT&T, T-Mobile, John Legere, Un-carrier, Charter, FWA, convergence, net promoter scores, DOCSIS 4.0, routers
Analysts Don Kellogg and Roger Entner examine insights gained regarding Starlink's operation and make predictions for its future as a service provider.
00:25 Survey results for Starlink
04:34 Starlink's router is top quality
05:28 Survey cNPS (net promoter) scores reveal a new hierarchy
09:24 Starlink's website and gaming performance
10:20 Starlink's value for price
11:02 Comcast Business will offer Starlink to enterprise customers
12:31 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Starlink, cable, fiber, Verizon, DSL, FWA, router, AT&T, cNPS, net promoter scores, Comcast
Analysts Don Kellogg and Roger Entner break down Q2 earnings from Verizon, AT&T, Comcast, and Charter.
00:44 Verizon's Q2 earnings
03:09 AT&T's Q2 earnings
04:48 Comcast's Q2 earnings
05:53 Charter's Q2 earnings
07:40 Industry Q2 earnings overview
08:30 Convergence is happening
08:57 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, earnings, Verizon, AT&T, Comcast, Charter, FWA,
fiber, net adds, ACP, churn, convergence
Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may require
carriers to unlock devices much sooner rather than later.
00:25 FCC plan details and carrier implications
03:11 Most people don't understand unlocking
03:44 Why are devices locked anyway?
06:03 Predictions if implemented
07:26 Carriers differ greatly on the issue
10:22 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, FCC, unlocking, spectrum, D Block, Google, Verizon, net neutrality, Chevron deference, T-Mobile, Mint, AT&T, phone trafficking, subsidies, TracFone, Peter Adderton, MobileX
On their 200th episode, analysts Don Kellogg and Roger Entner discuss T-Mobile's pending auction of 800 MHz spectrum and what entity may ultimately end up purchasing it.
00:27 T-Mobile's forced sale of spectrum
02:28 Potential uses for the spectrum
02:54 Why Dish won't buy
03:37 Auction details
04:08 This band is not particularly useful
05:00 Possible public utility use
06:41 What carriers actually need
07:18 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, spectrum, 800 MHz, Sprint, Dish, Nextel, FCC, auction, throughput, utilities, PG&E, AT&T, Verizon
Analysts Don Kellogg and Roger Entner discuss the landmark Chevron deference Supreme Court case and what it means for the future of telecom.
00:23 Chevron deference overview
03:33 Politicization of the process
04:18 Power shifts away from agencies
05:00 Relevance of the Telecom Act
06:19 Settled law is no longer settled
06:55 Predictions for the industry
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Supreme Court, Chevron deference, regulation, FCC, net neutrality, telecommunications Act of 1996, Title II
Analysts Don Kellogg and Roger Entner discuss Verizon's recent rebranding, complete with a new logo and ad campaign as well as features for both consumers and business.
00:24 Verizon's rebranding overview
1:47 Expanding use case focus
4:28 myHome and bundling streaming
8:05 Handset trade-in program
09:18 Will AI drive phone purchasing again?
11:47 Verizon Access deals and giveaways
12:58 Verizon Business Complete's end-to-end smartphone management
14:30 Episode Wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, myHome, FWA, Fios, AT&T, net adds, churn, streaming, trade-in, AI, iPhone, Android, NFL, B2B
Analyst Don Kellogg receives an update from Roger Entner and Daryl Schoolar, who are attending the Digital Transformation World conference in Copenhagen.
00:25 Overview of the conference
04:06 Practical AI use cases
07:27 Cloud native is crucial for operators
08:24 Corporate culture is a sticking point
09:10 How should outages be treated?
10:22 Event wrap-up
https://dtw.tmforum.org/
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, DTW24, AI, OpenAPI, Nokia, simplification, cloud native, corporate culture, outages
Analysts Don Kellogg and Roger Entner discuss Microsoft's Azure for Operators shakeup, as well as Carlos Slim's new interest in a European telecom.
00:30 Microsoft to quit Affirmed and Metaswitch
02:20 Comparisons to Google
03:31 Microsoft is usually more persistent
06:09 Predictions for virtualized cores and cloud for telco
06:59 Carlos Slim takes a stake in BT
08:52 Predictions for BT
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Microsoft, Azure for Operators, Affirmed, Metaswitch,
Etisalat, Dish, Amazon, Google, Deutsche Telekom, Cisco, AT&T, vCPU, cloud
for telco, Carlos Slim, TracFone, BT
Analysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, as
well as Nvidia's acquisition of spectrum to test Open RAN.
00:25 Verizon's new plan updates may reduce churn
02:11 Prepaid and retail struggles continue
04:03 Verizon's overall strategy
04:28 Nvidia's spectrum acquisition and Open RAN predictions
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, net adds, ACP, churn, retail, TracFone, Straight Talk, Visibile, Total, MobileX, Nvidia, spectrum, Open RAN, interoperability, Dish, Samsung, Ericcson, AI
Analysts
Don Kellogg and Roger Entner discuss T-Mobile's recent acquisition of most of US Cellular's assets, including what this means for customers and the other carriers as well.
00:24 Roger's overview of the deal
03:53 What the deal doesn't include
07:16 Don's analysis of customer behavior
09:27 Carrier strategies going forward
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, U.S. Cellular, T-Mobile, spectrum, HHI, Herfindahl Hirschman Index, Verizon, AT&T, C Spire, rural, Sprint, Metro PCS, Nextel, merger, MNO, net adds, 5G
Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics analyst Mitch Klaassen to discuss Ericsson's recent smart factory analyst event. Don and Roger then delve into a T-Mobile price increase as well as the increasing focus on convergence within the industry.
00:36 Smart factory overview
03:19 The push for American tech manufacturing
04:14 T-Mobile raises prices on legacy plans
06:28 Carriers have too many plans
08:09 The “march upward” toward premium plans 10:17 Convergence is key as net adds stagnate
Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics B2B analyst Jake Hawkridge to discuss the results of a recent survey on how businesses use FWA.
00:35 Overview of the survey
03:15 Speed tier FWA focus
04:12 Prioritization FWA focus
04:48 Primary reasons for businesses choosing FWA
07:18 HFC vs. fiber
09:28 Satisfaction with FWA
10:29 FWA bundling
11:26 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jake Hawkridge, B2B, FWA, AT&T, Verizon, T-Mobile, speed tier, data, prioritization, data caps, speed caps, speed, reliability, fiber, cable, HFC, hybrid fiber-coaxial, satisfaction, NPS, bundling
Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.
00:55 Jonathan's take on broadband's recent decline
04:48 Roger's analysis of broadband
06:39 Jonathan's no-growth 2024 outlook
07:36 Roger's slightly optimistic 2024 outlook
09:04 Don's FWA predictions
10:49 Cable's culture is problematic
17:19 FWA's value vs. cable
21:08 T-Mobile's plan to buy parts of U.S. Cellular
24:10 What will happen to Dish's spectrum?
30:26 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jonathan Chaplin, New Street Research, broadband, cable, ACP, Charter, RDOF, BEAD, FWA, spectrum, DSL, T-Mobile, Verizon, DOCSIS 3.1, DOCSIS 4.0, NPS, Comcast, symmetrical service, U.S. Cellular, rural, Dish, AWS-3, FCC, Boost Infinite, AT&T
Analysts Don Kellogg and Roger Entner discuss US Cellular's earnings as well as Mint's acquisition by T-Mobile.
00:37 US Cellular's earnings are concerning
02:48 The company's questionable ultra-rural strategy
04:37 Mint's acquisition by T-Mobile
06:20 Mint's customer base may present a challenge for T-Mobile
08:08 The deal by the numbers
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, US Cellular, earnings, Mint, T-Mobile, churn, fixed wireless, towers, rural, merger, acquisition
Analysts Don Kellogg and Roger Entner dissect the 1st Quarter earnings for both telecom and cable. They also discuss slowing upgrade rates, T-Mobile's entry into the fiber market, and examine the industry's net promoter scores.
00:24 Q1 earnings represent a cooling market
01:18 Handset replacements are cratering
03:05 AT&T's Q1 Earnings
07:06 Verizon's Q1 Earnings
10:50 T-Mobile's Q1 Earnings
12:57 T-Mobile's investment in Lumos Fiber
17:06 Comcast's Q1 Earnings
18:52 Charter's Q1 Earnings
19:42 Industry overview
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, upgrades, AT&T, churn, FWA, cable, broadband, Verizon, T-Mobile, EQT, Lumos, fiber, Cable One, Comcast, Charter, Spectrum, net promoter scores, NPS, DOCSIS 4.0
Ep.
188
Analysts
Don Kellogg and Roger Entner discuss T-Mobile implementing a soft data cap for FWA, as well as Comcast's new low-cost prepaid plan and the future of internet providers.
00:25 T-Mobile's changes to FWA service
02:48 Data cap specifics
04:30 Fiber vs. FWA
05:56 Competition in the marketplace
06:34 Comcast's new low-cost prepaid plan
08:01 Trends in the prepaid segment
09:03 DOCSIS 4.0 is crucial for broadband
11:18 Government's big role in shaping the industry
Tags: T-Mobile, Fixed Wireless Access, Comcast, Xfinity, Don Kellogg, Roger Entner, Recon Analytics, Docsis 4.0, broadband, cable, fiber, data caps, network prioritization, Spectrum, Regulation
Analysts Don Kellogg and Roger Entner unpack Charter's new Anytime Upgrade and Low-Cost Device Protection Plan, possible impacts to the cable industry, and the fading relevance of credit scores. Roger also discusses his eclipse viewing and the ensuing New England traffic nightmare.
00:52 Charter announces new Anytime Upgrade plan
01:35 Roger's take on $5 device insurance
03:23 Not subsidizing devices facilitates upgrades
04:21 Charter's strategic aims
07:38 Impacts to cable competitors
09:23 T-Mobile values payment history over credit scores
12:12 Roger's post-eclipse traffic jam
14:44 Planning for the next eclipse
More details on the Spectrum Mobile Plan:
https://corporate.charter.com/newsroom/spectrum-mobile-launches-anytime-upgrade-and-device-protection-plan
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Charter, Spectrum, upgrade, insurance, cable, Verizon,
T-Mobile, credit score, Comcast, Cox, 5G, solar eclipse, Google Maps, Iceland
Analysts Don Kellogg and Roger Entner dive deep into the prospect of net neutrality's return.
00:25 Roger says net neutrality is déjà vu all over again
02:00 Network slicing
02:59 Who really benefits from net neutrality?
04:04 Title II and political predictions
07:49 Net neutrality as a gateway to price controls
10:12 Net promoter scores are up without net neutrality
11:24 Discussion conclusions
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, net neutrality, FCC, network slicing, Title II, Supreme Court, election, price controls, ACP, net promoter scores, NPS
Analysts Don Kellogg and Roger Entner discuss Roger's latest article on FWA and why this technology is such a winner for the telecom industry.
00:25 Roger's thesis on FWA
02:08 Broadband subsidies and dividing spectrum to foster competition
04:00 FWA's capacity limitations
05:12 FWA and consumer friendliness
05:49 The overall value of FWA
07:22 Wise use of spectrum and conclusions
Roger's Article on Fierce Wireless: https://www.fiercewireless.com/5g/industry-voices-congress-stands-way-broadband-competition
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, FWA, fiber, spectrum, BEAD, RDOF, C-Band, cable, DOCSIS
4.0, Wi-fi
Analysts Don Kellogg and Roger Entner discuss Roger's recent presentation at New Street Research's broadband event, as well as his visit to Verizon headquarters. They also have a spirited debate over the merits of the Apple antitrust lawsuit.
00:48 Roger's presentation and the state of mobile carriers
02:43 Verizon's 5G demo and new sports league use cases
04:04 WiFi sensors for home security and Matter hub integration for smart homes
06:05 The future of routers driving consumer satisfaction
09:16 Verizon's ongoing events
09:54 Roger's overview of the Apple lawsuit
12:09 Roger and Don's differing perspectives on Apple
16:57 Differences between Apple and prior monopolies
19:25 Predictions on Apple's future
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, New Street Research, AT&T, T-Mobile, broadband, Verizon, 5G, FWA, NHL, NFL, tablets, WiFi, Matter, smart homes, router, customer satisfaction, Apple, monopoly, antitrust, Samsung
Analysts
Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss a recent Verizon B2B analyst event at Verizon headquarters.
00:38 Overall impressions of the event
02:27 How Verizon plans to leverage FWA
03:42 Verizon's simplification strategy to increase volume
04:53 Security as a driver of mobile services to businesses
05:50 What about wireline and legacy services?
06:18 FWA use case examples
08:43 In-depth simplification discussion
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Daryl Schoolar, Verizon, B2B, analyst event, FWA,
security, simplification, volume, 5G, wireline, legacy services, private
networks
Analysts Don Kellogg and Roger Entner discuss earnings from the smaller but still significant players in wireless, such as US Cellular, Dish, and Altice. They also discuss T-Mobile's Auction 108 announcement.
00:38 US Cellular maintains the status quo
04:03 Altice net adds and merger rumors with Charter
05:52 Charter's strengths and weaknesses
07:06 Dish reduces customer losses
09:06 T-Mobile's Auction 108 activation
11:44 FWA successes and targeting
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, earnings, UScellular, Dish, Altice, AT&T, T-Mobile,
Verizon, Charter, Comcast, greenfield network, 5G, standalone, Open RAN,
Auction 108, FWA, spectrum, net promoter score, NPS
Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss Mobile
World Congress in Barcelona, which Roger and Daryl recently attended.
00:33 Roger's impressions of MWC 02:38 Daryl's impressions of MWC 04:04 The state of AI in
the mobile industry
04:56 Thoughts on the AI-RAN Alliance 06:30 Is AI learning?
07:30 International vs. domestic Standalone and 5G-Advanced
10:47 API and developers at MWC 12:15 Event wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Daryl Schoolar, Mobile World Conference, MWC, Barcelona,
AI, Samsung, Telus, Huawei, Deutsche Telekom, Verizon, chatbot, AI-RAN
Alliance, Standalone, SA, 5G, 5G-Advanced, slicing, API, developers
Analysts
Don Kellogg and Roger Entner give their thoughts on the AT&T outage that
gripped the nation earlier this week, followed by news on DISH and a debate on
the nature of retail in the telecom industry.
00:26 Thoughts on the AT&T outage
04:19 DISH expands VoNR coverage to 200 million
07:32 DISH's personnel turnover
07:58 Don and Roger debate “Do wireless brands still need retail?”
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, AT&T, outage, network, reliability, DISH, VoNR,
voice over new radio, 5G, VoLTE, retail, Metro, Cricket, Mint, Consumer
Cellular, cable
Analysts
Don Kellogg and Roger Entner are joined by Jake Hawkridge to discuss Comcast's recent Converge event for press and analysts in Philadelphia. Jake describes the star-studded nature of the event as well as the upcoming technology that was previewed and the trends that were outlined.
00:32 Introduction to the event
01:14 New XB10 Router and Sky Glass
02:10 Upcoming device-based security system
03:19 Upselling security to consumers
04:20 DOCSIS 4.0 discussion
05:35 Wi-Fi 7 discussion
06:53 Upcoming high-fidelity video features
07:38 Wi-Fi speed boost discussion
08:03 Heavy data usage due to NFL streaming
09:32 The future of data consumption
10:15 Upcoming Sky products and experiences
12:35 Event wrap-up
Tags:
telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jake Hawkridge, Comcast, Xfinity, Converge, router, DOCSIS 4.0, Wi-Fi 7, Sky, security, Charter, Spectrum, traffic, broadband, speed, fiber, NFL, Peacock, data consumption
Analysts
Don Kellogg and Roger Entner dissect the recent Verizon sell side analyst event
as well as discuss the future of wireless retail stores.
00:26 Verizon's sell side analyst event
00:47 Roger's thoughts on the event
01:11 Don's thoughts on the event
02:20 Big management changes at Verizon
03:45 Verizon's reversion to a regional structure
04:47 The wireless industry shedding personnel
05:19 The future of wireless retail stores
08:26 Will all stores look like Apple Stores?
09:28 ACP's minimal impact on margins
10:04 FWA and private networks
11:42 Expectations for future sell-side events
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Verizon, AT&T, T-Mobile, Mint, Metro, Boost, management, personnel, engineers, fixed wireless, FWA, private networks, ACP, sell side event, retail stores, Apple Stores, edge computing
Analysts Don Kellogg and Roger Entner dive into the 4th Quarter earnings for both telecom and cable. They also discuss the impact of FWA, customer satisfaction in the cable industry, and Roger's exciting purchase of the new Apple Vision Pro.
00:38 Verizon's Q4 Earnings
03:24 FWA's impact
05:28 Verizon's postpaid adds
06:41 AT&T's Q4 Earnings
09:15 T-Mobile's Q4 Earnings
10:16 Customer satisfaction in the industry
12:18 Comcast's Q4 Earnings
13:56 Charter and cable vs. telco
18:33 Speed and satisfaction
19:29 Q4 Overview 19:50 Roger's Apple Vision Pro review
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, T-Mobile, Comcast, Charter, Spectrum, Craig Moffett, fixed wireless, FWA, broadband, fiber, speed, customer satisfaction, Apple Vision Pro
Analysts
Don Kellogg and Roger Entner are joined Jeff Blum, EVP of External & Government Affairs at Dish, Chip Pickering, CEO of Incompas, and former FCC Commissioner Michael O'Rielly to discuss changes in the 12 GHz band and the expanding role of fixed wireless in the marketplace.
00:48 Roger explains the FCC's decisions on the 12 GHz band
01:05 Jeff Blum's view on the FCC decisions
02:06 Chip Pickering's view on the FCC decisions
02:48 Michael O'Rielly's view on the FCC decisions
03:26 The future role and importance of fixed wireless
06:08 The FCC's timetable for future changes
07:12 Dish's plans for the fixed wireless marketplace
08:28 Using spectrum bands wisely
09:08 ACP renewal and providing broadband to all Americans
10:16 The need to expand the spectrum
11:06 The FCC's future plans
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Jeff Blum, Chip Pickering, Michael O'Rielly, Dish, Incompas, FCC, AT&T, Verizon, T-Mobile, Boost Mobile, 12 GHz, 500 MHz, fixed wireless, broadband, fiber, ACP, Affordable Connectivity Program, spectrum, satellite, marketplace, digital divide
Analysts Don Kellogg and Roger Entner discuss the 2024 price increases set to affect wireless customers, as well as the current state of the streaming industry.
00:48 AT&T price increases and service upgrades
02:28 Verizon price increases for both consumer and business legacy plans
03:18 T-Mobile abandons their Price Lock guarantee
05:35 T-Mobile passes “Netflix On Us” increases onto consumers and dabbles with Hulu
07:55 The impact of Inflation on the streaming industry
Details on Price Lock changes at T-Mobile
https://www.androidauthority.com/t-mobile-new-price-lock-policy-3404851/
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, price increases, legacy plans, Netflix, fees, Hulu, streaming, inflation, Warner Brothers, Paramount, cable
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30 Roger's CES impressions
1:50 Thoughts on Samsung exiting the low-end device space
5:00 By getting out of low-end Android devices, is Samsung getting a smaller piece of a smaller pie?
7:45 Aspects of the device experience that are improving
10:30 What about foldables?
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Samsung, Apple, Foldables, Verizon, T-Mobile, AT&T, Device upgrade cycle
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:35 MaxLinear debuts DOCSIS 4.0 chipset
1:38 Consumer applications for super high speeds
3:09 T-Mobile’s 6 carrier aggregation
4:28 - What is carrier aggregation and what are its use cases?
Relevant Articles: T-Mobile News: https://www.t-mobile.com/news/network/t-mobile-deliversanother-worlds-first-with-6-carrier-aggregation
MaxLinear News: https://www.lightreading.com/cable-technology/maxlineartouts-10-gig-speeds-with-puma-8-docsis-4-0-chip
Tags: telecom, telecommunications, business, wireless, cellular phone, T-mobile, 6 carrier aggregation, Broadcom, 5G, Recon Analytics, FWA, Roger Entner, MaxLinear
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
1:00 Convergence is real, and it's great for customers
6:20 Fixed Wireless Access is the 5G killer app
7:00 The shift to premium wireless plans
11:35 Industry-wide churn at record lows - people are happy
13:00 Postpaid grows at the expense of prepaid
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Fixed Wireless Access, FWA, Net Promoter Score, NPS, Verizon, T-Mobile, AT&T, Mint, MobileX
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Denny Strigl, retired president and CEO of Verizon wireless.
1:00 How to be a disruptor as a leader rather than as an insurgent
2:50 The Verizon Wireless credo
4:00 Culture is the lifeblood of an organization
5:00 Translating the credo to action
7:15 Building a deep bench with a decentralized organization
8:00 The key to dealing with failure
10:15 Competing fiercely with competitors but working together for the industry
12:15 Making big changes for the benefit of the customer
16:45 How does the organization execute on the vision of the leader
17:45 John Legere’s leadership at T-Mobile
18:30 How to make mergers work
22:30 Recommendations for young leaders
24:45 The shadow of the leader
Tags: telecom, telecommunications, business, wireless, cellular phone, Recon Analytics, Roger Entner, Don Kellogg, Denny Strigl, Verizon Wireless, Leadership, CTIA, Bell Atlantic, Nynex, competition
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30 Roger recently presented at the New Street Research / BCG Future series conference- what the Recon Analytics data says about Net Promoter Score
4:30 What the industry has learned with FWA
7:00 The relationship between ARPU and NPS
14:00 Verizon FWA has separated from the rest of the industry in the last several months
Tags: telecom, telecommunications, business, wireless, cellular phone, Don Kellogg, Roger Entner, Fixed Wireless Access, FWA, Net Promoter Score, NPS, Verizon, T-Mobile
Analysts Roger Entner, Daryl Schoolar and Brett Clark discuss the latest news in telecom, media, and technology with special guest Bejoy Pankajakshan, Chief Technology and Strategy Officer at Mavenir.
1:00 Key themes and takeaways from the 2023 Mavenir industry analyst day
5:45 Where AI ties in for OpenRAN
7:30 The scope of Mavenir’s offerings within the CSP ecosystem
12:45 Looking at the year ahead for OpenRAN and Mavenir
Tags: telecom, telecommunications, business, wireless, cellular phone, OpenRAN, Mavenir, Artificial Intelligence, Packet Core, Virtualized RAN, Cloud Native, Recon Analytics, Roger Entner, Daryl Schoolar, DISH, Telefonica, 5G, 6G
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30 The Whitehouse announces new spectrum policy, but where is the beef?
5:00 The economic benefits of licensed and unlicensed spectrum
Tags: telecom, telecommunications, wireless, cellular phone, wireless spectrum, FCC, whitehouse, Recon Analytics, Don Kellogg, Roger Entner, MVNO
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:45 Reintroduction of Net Neutrality rules
2:45 Recent history of FCC implementing Net Neutrality
6:30 Regulations on ISPs and Operators vs Tech companies
8:15 Greater threats to free and open internet
11:20 Impact on Network Operators
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nico Girard, CEO of OXIO
0:45 What is Oxio and how is it different?
3:05 How Oxio got started
4:30 How Oxio delivers advanced services for MobileX
8:00 How can Oxio help invigorate the MVNO market and extend telephony services across borders
12:00 How Oxio creates a custom telecom service for a ride hailing service in LATAM
Tags: telecom, telecommunications, business, wireless, cellular phone, OXIO, Telecom as a Service, Nicolas Girard, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MVNO
Analysts Daryl Schoolar and Roger Entner discuss the latest news in telecom, media, and technology with special guest Alok Shah Vice President, Networks Strategy, BD, & Marketing at Samsung Electronics America.
1:25 Samsung’s approach to OpenRAN and VRAN
4:00 OpenRAN vs VRAN and how are operators choosing between the two
7:30 Samsung’s view on what constitutes OpenRAN
12:00 Outlook for In-line vs Look-aside architectures
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Daryl Schoolar, Roger Entner, Samsung America, OpenRAN, Virtual RAN
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:24 - Altice releases information about how much of their free mobile customers are converting to paid plans
6:00 FWA a discussion of FWA bundling versus cable bundling
8:45 Verizon names a new CFO
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FWA, Cable, Altice USA, Comcast, Charter, Spectrum Xfinity, Verizon, AT&T, T-Mobile 5G, Fixed Wireless Access, Tony Skiadas
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:40 An overview of AT&T’s earnings
3:25 Roger’s article on who is winning on iPhone 15 so far
https://www.fiercewireless.com/wireless/whos-leading-iphone-upgrade-game-entner
7:15 Verizon’s Q3 ‘23 earnings
10:37 Discussion on Verizon’s prepaid strategy & MobileX
MobileX endcap - courtesy of Jeff Moore of Wave 7 @wave7jeff
https://twitter.com/wave7jeff/status/1716861085817426203
12:35 T-Mobile earnings
16:12 Comcast and Charter earnings results
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, Charter, Comcast, Spectrum, Xfinity, 5G, C-Band, mmWave, Fixed Wireless Access, earnings, net adds, postpaid phone
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Joe Russo, EVP and President of Global Networks & Technology at Verizon.
0:45 An update on the state of the Verizon network
1:40 Verizon’s network gets high grades on the Recon Analytics Pulse tool- particularly for FWA and mobility in urban areas. What is the timeline to expand C-band and mmWave to more rural and suburban areas?
3:30 What are Verizon’s plans for building out more mmWave spectrum?
4:45 What is the most surprising thing about mmWave?
8:40 Verizon’s perspective on 5G standalone core
11:00 Where are we with Mobile Edge Compute and Private Networks?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Joe Russo, Verizon, 5G, Mobile Edge Compute, C-Band, mmWave, Fixed Wireless Access
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
This week Roger and Don are joined by the Recon Analytics team, live from the 5G Americas analyst forum: Brett Clark, Mitch Klaassen, Jake Hawkridge and Jared Chavez. Peter Linder of Ericsson also joined the podcast to talk about what he saw at the event.
0:45 5G Americas is the premier analyst event in the Americas
4:50 Fixed Wireless Access and the Enterprise
7:20 5G use cases beyond FWA and connected smartphones
8:45 Mobile devices have changed from content consumption devices to content creation devices
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, 5G Americas
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with Frank Mong, COO of Nova Labs.
0:40 What is Nova Labs trying to solve for?
4:34 Building a hybrid distributed cellular infrastructure on CRBS spectrum alongside WiFi and the T-Mobile macro network
6:50 Where are we on the adoption curve for a distributed cellular network? What problems can we solve with a distributed network?
13:56 6 months in, what are the lessons of launching a distributed cellular network?
15:50 What does provisioning on the network look like?
18:05 More on the new Helium Mobile cellular hotspot
19:55 How does the backhaul work?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, Helium Mobile, Nova Labs, CBRS, Distributed Cellular, Crypto
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:20 MobileX is launching in Walmart. What are the implications for the prepaid ecosystem?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Tracfone, MobileX, Walmart, Prepaid
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30 Dish is back in the news, this time the DoJ is backing an extension for the 800 MHz spectrum purchase from T-Mobile
3:50 AST Makes the first 5G voice call from space
6:30 Verizon provides more details around the C-Band deployment progress
12:00 Verizon's pricing strategy vis a vis the MSOs
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, 800 MHz , AST SpaceMobile, C-band, DoJ
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:35 T-Mobile is going to buy Comcast's 600 MHz spectrum
3:30 Will we see a return of the spectrum screen?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, Spectrum Screen, 600 Mhz Auction
Analysts Don Kellogg, Roger Entner and Jake Hawkridge discuss the latest news in telecom, media, and technology.
0:50 Overview of Ericsson’s enterprise telecom analyst event
4:50 What role should network providers play in mobile APIs?
10:00 Congress approves Anna Gomez as FCC commissioner
12:05 Don and Roger disagree about the limits of net neutrality
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Fixed Wireless, FCC, Net Neutrality, Anna Gomez
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30 T-Mobile and Dish are having trouble coming to an agreement about Dish buying 14 MHz of T-Mobile's 800 MHz spectrum
7:00 Verizon announces new Fixed Wireless Access plans
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Fixed Wireless, FWA, 800 MHz, FCC, ARPU
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest John Dwyer, President of Prepaid and Cricket Wireless at AT&T.
0:48: John shares a “State of the Union” in prepaid and specifically for Cricket.
3:10: How have customer expectations changed today versus before the pandemic?
4:33: AT&T has an exciting new announcement - what is going on and what are the details?
7:23: Predictions about how the distribution model will shift moving forward.
9:34: The disconnect between digitizing digital phone service and customers.
11:26: What people need to know about Cricket.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, John Dwyer, AT&T, Cricket, JD Power, ACSI, Verizon, Tracfone, Mint, prepaid, pandemic, tax refund, tax season,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:26: Verizon just released news about their C-Band deployment - what is their news and how it affects the rest of the industry.
1:44: How Verizon compares to T-Mobile currently.
3:41: What are the real-world uses for mid-band spectrum right now?
4:49: How AT&T and the other companies will be changing.
6:26: The financial side of FWA.
9:03: The wildcard of Augmented Reality.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, C-Band, Verizon, T-Mobile, FWA, fixed wireless access, urban, AT&T, US Cellular, augmented reality, AR,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology joined by special guest and new analyst at Recon - Daryl Schoolar.
1:23: DISH and Echostar are joining forces - what this could mean for both companies.
3:57: Building a 5G OpenRAN network from scratch is expensive and tough.
5:10: T-Mobile has shared their first bits of their 5G OpenRAN network with developers.
5:42: Geoff Hollingworth shared a cryptic blog post this past week - what was that about?
9:22: The economics issues with OpenRAN.
10:54: What’s interesting to watch at Rakuten moving forward.
Read Geoff Hollingworth’s post here: https://www.linkedin.com/pulse/real-problem-open-ran-geoff-hollingworth/
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Daryl Schoolar, Rakuten, Open RAN, Echostar, DISH, satellite, 5G, Geoff Hollingworth, Rakuten Symphony,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: US Cellular reported their Q2 earnings along with some surprising news.
3:51: US Cellular could be an interesting acquisition for someone.
6:44: US Cellular owns their own towers - the problem with that from an acquisition standpoint.
8:35: Could there be an MVNO that would want to run their own network by buying US Cellular?
10:36: Who else might be interested in buying US Cellular?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, US Cellular, AT&T, TDS Metrocom, DISH, acquisition, Google, MVNO, MNO, MSO, Verizon, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:41: Q2 Earnings reports are out - what Verizon’s numbers tell us.
4:17: How did AT&T do?
5:10: T- Mobile continues to report very strong numbers.
6:58: What did Comcast and Charter do well and not so well?
9:42: The Wall Street Journal ran an article on the wireless industry’s use of lead in cables - how bad is this for the industry?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, Q2, Earnings, quarterly reports, AT&T, T-Mobile, Charter, Comcast, MVNO, lead, Frontier, Lumen, lead remediation, lead, EPA,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:25: The newest updates to streaming and the difference between paid, borrowed, and bundled.
1:55: How many streaming customers are sharing passwords and how that’s affecting each of the platforms.
3:24: Customers don’t seem to care for AppleTV.
5:07: ESPN+ does not make customers happy.
6:44: How the bundling strategy is affecting customer satisfaction and profitability.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, streaming platforms, streaming, Verizon, T-Mobile, AT&T, Disney+, HBO Max, Netflix, AppleTV, Peacock, HULU+, ESPN+, Hulu, ESPN, Amazon Prime,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:25: Fixed Wireless Access - an introduction.
1:55: The connection between mobile and FWA and why FWA is a threat to everyone.
6:03: What the model shows us about fallow capacity currently and into the future.
8:52: What the net promoter scores show in Don & Roger’s data.
13:58: How will cable providers fight back against FWA?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, fixed wireless access, FWA, T-Mobile, Verizon, cable, fiber, AT&T, FIOS, outages, AR, VR, augmented reality, virtual reality, return rate, Comcast, Charter, ISPs, MSO
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Roger and Don recently co-authored an article comparing the CEOs of the top three wireless companies - how are they comparing them?
2:00: An interesting find when comparing postpaid net-adds.
5:36: The difference in strategies between the companies.
6:24: What does the profitability data show?
9:13: What has increased QoQ?
Here’s a link to the full article: https://www.fiercewireless.com/wireless/how-do-att-t-mobile-and-verizon-ceos-stack-based-industry-metrics-kellogg
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mike Sievert, Hans Vestberg, John Stankey, T-Mobile, AT&T, Verizon, Fierce Wireless
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: The latest update on the conflict between the airlines’ altimeters and C-Band deployment.
2:12: Is there actually a safety risk to airline customers?
3:51: Spectrum news from China regarding 5G & 6G - how does it compare to what the US is doing?
7:34: How the spectrum gets used is incredibly important.
8:53: How will China deal with the interference between WIFI and 5G/6G?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, c-band, airlines, 5G, 6G, China, WIFI, AR, VR,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:28: Examining the different facets of Owner’s Economics.
3:35: The logic behind T-Mobile & Verizon implementing FWA.
5:44: What happens when the idle capacity has been used up?
6:59: Empty network Owner’s Economics.
10:09: Examining the MVNO business model.
12:10: What about the spectrum that the MVNOs have brought for their own usage?
13:51: How WIFI plays into the cable companies’ owner economics - hybrid MSO models.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MVNO, Verizon, AT&T, T-Mobile, FWA, fixed wireless access, DISH, cloud network, owner’s economics, business analysis, data usage, CBRS, Comcast, Charter, cable,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: DISH recently hit an important milestone.
1:55: VONR is difficult to set up - is DISH living up to its commitment to the government?
4:00: The problems DISH is facing with this buildout.
7:55: How the small carrier buyouts have changed - and looking closer at T-Mobile’s acquisition of Sprint.
9:30: DISH seems to have a distribution problem, could it become successful like Mint?
12:40: The allure of building what DISH is building out and will the numbers work out for them?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, 5G, VONR, VOLTE, T-Mobile, Genesis network, HPEA, DOJ, FCC, BOOST, ALLTEL, Amazon, Walmart, Mint, GoogleFi,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:26: Apple held the Worldwide Developer Conference and rolled out a new product - Apple Vision Pro - what is it?
3:52: Where this is likely heading in the future and possible use cases.
7:09: Where could this fit in with Mobile Edge computing and the like?
9:00: The information advantage that will be provided with this new technology.
10:01: What role could advertising play in this new AR environment?
12:43: Issues facing the product and its competitors.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AR, augmented reality, Apple, Worldwide Developer Conference, VR, virtual reality, iPhone, Oculus,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30: Roger is looking at survey results: Who are the happiest and unhappiest broadband customers in the U.S.?
4:43: Taking a look at some examples and analyzing the data.
7:21: Unexpected findings in relation to population density.
9:30: What does this data mean for BEAD money coverage? How do we plan to fix this?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, BEAD, broadband access, survey data,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:26: Former leaders of the FCC sent a letter to Congress about reinstating auction authority to the FCC again - the history behind this request.
3:01: Will this actually happen or not? How long could it possibly take?
4:54: Without spectrum auction authority, nothing new is happening in the foreseeable future - what’s happening in the interim.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FCC, Congress, auctions, spectrum, T-Mobile, centimeter wave, FWA, debt limit,
Analysts Brett Clark and Roger Entner discuss the latest news in telecom, media, and technology with special guest Bill Hogg, CEO of Gigapower.
0:34: Bill shares details about the Gigapower Joint Venture.
1:47: The markets they are targeting - why they are working on those markets.
3:04: The strategy they are using to test out their features.
5:31: Why have they chosen to become an open access provider?
8:04: When they expect to hit their subscriber goal and where they see their model heading.
10:51: When do they expect the first markets to go live?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Bill Hogg, Gigapower, internet, connectivity, WIFI, broadband access, fiber, Brett Clark, competition, BEAD, open access, AT&T, BlackRock,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:26: Roger just got back from Connect(X) and he shares how it went.
1:10: Roger hosted a panel on Convergence.
4:07: Nicki Palmer announced her departure from Verizon the day before the Expo.
5:34: Dave Mayo made an announcement about Dishes’ buildout schedule.
6:08: How did Boost do in Q1 compared to what Roger & Don predicted?
8:57: Gigapower deal closed - what led up to this major announcement and will could happen in the future?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Connect(X), Connect Expo, AT&T, Verizon, Digital Bridge, Bright Speed, DISH, Comcast, WIFI, WIFI hotspots, Charter, CBRS, FWA, fixed wireless access, FCC, DOJ, T-Mobile, FIOS, Google, BEAD,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:26: What the earnings report for U.S. Cellular looked like for Q1.
1:12: Altice and Frontier also reported for Q1.
2:08: Everything gets better with speed
3:55: What the new handset data shows.
5:34: The role brand perception plays in customer satisfaction.
6:08: DISH was hacked and had a long outage - how that will likely affect their numbers when they finally report their Q1 earnings and how they are doing overall.
9:20: The DOJ is investigating the Mint Mobile acquisition by T-Mobile.
10:50: Mint customers have been among the happiest in the industry.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Frontier, Altice, Qualcomm, US Cellular, NPS, DISH, earnings, quarter 1 earnings, DOJ, FCC, MVNO, Ting, Mint Mobile, Verizon, Tracfone, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Earnings reports are out - what do Verizon’s numbers show for Q1?
6:02: A rundown of how T-Mobile did in Q1.
7:27: What Charter and Comcast’s numbers show.
10:27: The “Technological Gap Year” for 2023 and what could happen as BEAD money hits.
13:11: What this could all mean in Q2.
14:44: Does T-Mobile have too many plan choices?
17:30: What the competitive response should be to T-Mobile’s plans.
18:53: Last thoughts about the competitive environment between the carriers.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, earnings, Q1, Verizon, FIOS, DSL, T-Mobile, Charter, Comcast, fiber, fixed wireless, DSL, AT&T,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: AT&T released its earnings report for Q1 - what did the numbers reveal?
3:30: How AT&T could have improved their presentation.
7:30: T-Mobile released an Uncarrier announcement.
9:07: The truth about subsidies and how phones are paid for.
14:59: Current pricing realities that the carriers face and a comparison of the different offerings.
20:37: A new leader at Dish
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, earnings, Q1, T-Mobile, Verizon, 5G, Boost Mobile, DISH
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Don attended the opening of Verizon’s new Innovation Center in San Francisco.
3:00: The interesting connection between the military and its applications for spectrum and cellular tech.
4:43: How Dreamworks is leveraging 5G
6:40: Use cases for private networks.
9:00: What the center is designed to do and what are the practical applications of these innovations?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, technology development, Lockheed, Lockheed Martin, drone technology, AR, VR, Virtual Reality, remote learning, private networks, slicing, network slicing, T-Mobile, AT&T, fixed wireless,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:35: Verizon shared an update on their C-Band progress.
1:41: The difference between mid and low-band 5G.
4:18: What does the research on the FCC maps reveal and what questions does it raise?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, C-Band, T-Mobile, 5G, FWA, fixed wireless access, millimeter wave, FCC, FCC maps,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:26: Roger moderated several panels at the inaugural Connected America Conference - what did he learn while he was there?
2:48: Some of the interesting topics that were brought up at the conference.
3:55: The true scope of the needs surrounding creating connectivity.
6:59: The show participants’ views on funding and BEAD.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Connected America Conference, Comcast, Idaho, Gigapower, AT&T, Dallas, connectivity, BEAD, Broadband Equity Access and Deployment
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:32: News from the business press in Germany about a contract between Deutsche Telekom and Huawei
2:22: Discussions on how to remove Huawei from networks in Europe
3:48: What this timing means for Deutsche Telekom taking a controlling interest in T-Mobile USA
6:40: How have DT and Huawei responded to the allegations? What comes next?
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Mint Mobile has just announced their sale.
3:04: Competition for the wholesale market - what’s going on there?
4:14: Mint was unique in the market, but is its value really that great?
6:45: What Recon’s data collected on Mint says about customer satisfaction.
10:45: What is the long term outlook for MVNOs?
13:25: What Mint has done well to attract a buyer.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mint Mobile, T-Mobile, MVNO, DISH, Boost, Tracfone, Comcast, Charter, Consumer Cellular, Deadpool, Ryan Reynolds, acquisition,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: A recent analysis of ARPA and ARPU has revealed some interesting things over the last few years.
2:18: What did Roger learn when he compared ARPA between Verizon and T-Mobile?
3:42: What Roger saw when he compared ARPU.
4:46: T-Mobile’s success with its Magenta Max plan.
6:08: How Verizon compares to T-Mobile and AT&T.
8:07: Who do consumers say is the best value for price?
10:28: What German and American consumers really value most.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, ARPA, ARPU, Verizon, T-Mobile, AT&T, MobileX
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Verizon has had some leadership changes
2:28: How Verizon has typically handled leadership changes.
5:20: What does it mean that Verizon is appointing someone who’s very technical to such a leadership position?
9:18: How long does it take for significant changes to ripple through the organization?
11:57: An overview of historical performance and where they seem to be heading.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: DISH has a new agreement with Samsung for openRAN gear.
1:15: What are the implications of this?
2:18: DISH’s earnings call - the key takeaways.
3:40: DISH announced that they have solved their VONR issue and are deploying it strategically.
5:14: How did DISH’s metrics look and what does that mean?
8:48: Carriers keep their stores open because of what these metrics mean.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, openRAN, Samsung, Deutsche Telecom, VONR, voice over new radio,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Neville Ray of T-Mobile is retiring. What he has accomplished during his tenure at T-Mobile.
3:16: Who is going to be taking over?
6:09: Spectrum One plan has been very successful, who’s rolling out a similar plan and what the details are.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Neville Ray, T-Mobile, Sprint, Metro PCS, Ericsson, Spectrum, Charter, Comcast, Verizon, Xfinity,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Peter Adderton, CEO of MobileX.
0:28: Peter Adderton shares about MobileX and who it's for.
2:39: MobileX is trying to shake up the industry pricing models through pricing - Peter shares how they are doing this.
5:08: How Peter views the MVNO model.
6:46: How concerns around the economy may influence consumer choices.
8:20: How easy is it to manage the bill at MobileX?
10:38: What has the reaction been to the budgeting in Peter’s own home?
12:15: How does MobileX make money if not off of breakage and overages?
13:50: When will MobileX launch commercially?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MobileX, Digital Turbine, Boost Mobile, Amped Mobile, Peter Adderton, prepaid wireless, competition, MVNO, AI, machine learning,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:33: How Verizon did in Q4. Will they reposition?
5:01: Network isn’t as much of a differentiator as it used to be.
6:02: Faster speeds are not yet needed - what do we know about possible use cases?
8:55: How AT&T performed in Q4.
11:02: T-Mobile’s numbers for Q4 - can they keep it up?
13:32: Charter & Comcast did well this quarter - how well?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, earnings, Q4, AT&T, T-Mobile, Hans Vestberg, FWA, fixed wireless access, Charter, Comcast, Cox,
Analysts Don Kellogg and Roger Entner discuss the latest news in earnings season with special guest Jenifer Robertson, EVP for Consumer Mass Markets at AT&T.
0:26: Competitive intensity during the 4th quarter.
2:22: How AT&T drove strong results without using free lines or content as bait.
5:30: How the “Best Deals for Everyone” has changed the market
7:44: The importance of consistency and difference between consistency and complacency.
9:30: How Fiber changes the game.
13:44: AT&T announced a partnership with BlackRock to extend their fiber network.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Jenifer Roberts, AT&T, 4th quarter, competition, fiber, BlackRock, Digital Divide, GigaPower
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:28: T-Mobile has been hacked!
1:33: Do consumers care about this?
3:11: Market opportunities as a result of this breach.
6:20: The importance of two-factor authorization.
8:03: Safety measures that can be taken to protect yourself and the practical considerations.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, T-Mobile, Data breach, breach, hack, hacking, safety mechanisms, cyber security, DISH, AT&T, Verizon
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30: DISH & Boost both had senior executives leave at the end of 2022.
2:10: What are the plans for DISH moving forward after losing Stephen Bye?
4:27: The scoop on T-Mobile acquiring Mint Mobile.
7:06: MVNOs have a tough business model.
Bloomberg Article on Mint being for sale:
https://www.bloomberg.com/news/articles/2023-01-11/t-mobile-is-said-to-weigh-buying-ryan-reynolds-mint-mobile
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, 5G, Boost, DISH, Stephen Bye, Ziff Davis, Root Metrics, Ookla, Cricket, Metro, Ryan Reynolds, Mint Mobile, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:28: What did Verizon have to say and how have they changed throughout the years at the recent Citi Conference?
6:26: A shift in marketing strategy away from “best network”.
7:55: T-Mobile pre-released a lot of their Q4 reports during their talk at the Citi Conference.
10:08: The difference that network makes and a Magenta Max update.
11:58: What AT&T’s plan looks like.
14:16: What were the results of the Children & Wireless survey this year?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FWA, fixed wireless access, Verizon, AT&T, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30: Trends from 2022 and what they could mean for 2023.
4:01: FWA and 5G’s impact on the cable industry.
5:38: Promotional trends within the top carriers.
6:45: Possible disruptions in 2023.
9:10: Standalone Networks and what we have yet to see in 2023.
10:55: We still have only four FCC Commissioners despite the Democrats’ Majority position.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, Comcast, Charter, FWA, fixed wireless access, cable, uncarrier, T-Mobile, AT&T, DISH, openRAN, Boost, Genesis Network, FCC, Net Neutrality, Title II,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:30: A breakdown of the business landscape in wireless.
4:17: An update on the first responder market and why they need to have priority in communications.
8:34: Theorizing about how the market share could redistribute when the smaller carriers enter the competition for business.
9:55: The technological advancements coming soon and how those could help enterprise services.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, T-Mobile, AT&T, revenue, first responders, natural disasters, network slicing, 5G,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:31: Charter’s Investor Day Presentation - how it went.
3:53: Charter laid out their expansion - is it a good plan?
5:45: How 2023 could look for Charter especially in the realm of competition.
11:54: The RDOF and BEAD Program money coming into Charter in 2023 and how that will help insulate them from their competitors.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Charter, Wall Street, 5G, 4K video, fiber, Comcast, WIFI 6E, WIFI 7, DSL, BEAD Program, RDOF, Rural Digital Opportunity Fund, Broadband Equity Access and Deployment, Fixed Wireless Access, FWA, CBRS,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:28: There were some changes at Verizon - what’s going on and why?
2:55: What happened at VodaFone and what effect that could have on Verizon’s situation.
3:37: Does this signify a change in strategy?
5:45: Don’s perspective on why it shouldn’t be harder for Verizon to grow and the history of industry leadership.
9:17: Analyzing Verizon’s customer base and messaging.
12:09: A look at pricing for Verizon’s customers.
13:06: T-Mobile redefined the “best network” as higher speed versus more coverage and how that affected Verizon.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, leadership, Black Friday, Hans Vestberg, T-Mobile, VodaFone, AT&T,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nick Ludlum, Chief Communications Officer at CTIA.
0:40: CTIA’s perspective on future spectrum licenses should be allocated.
1:33: Roger’s paper about CBRS had a strange reaction within the industry.
6:07: Interference management and how that is being handled - is it being handled well?
8:37: How the Federal Government Exclusion Zones work.
10:10: We need more time to evaluate the CBRS model
12:53: The broader environment we are operating in and its implications moving forward.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Nick Ludlum, CTIA, spectrum, 5G, CBRS, SaaS, Google, NTIA,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and
technology.
0:26: What is an eSIM and how does it work?
3:04: How the eSIM simplifies life and allows consumers to “test drive” different carriers’ coverage.
7:49: How eSIM technology could affect consumers switching carriers.
10:23: Why the handset manufacturers are switching to eSIM.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, eSIM, SIM card, iPhone, Verizon, Net Neutrality, unlocked devices, AT&T, T-Mobile, MVNO,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and
technology.
0:27: FCC recently released their new national broadband maps - how are they different from previous versions.
2:45: The data is now reported in standardized bins, there are now different thresholds for mobile versus fixed and what that looks like.
5:43: How providers could creatively report data for fixed service and why they cannot for mobile.
7:42: Examining the 100m hex bins - and what that means for business metrics, and for Rural America.
10:51: Consumers now have the data they will need in order to make better decisions and why the carrier maps will look a little different from the FCC map.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FCC, census block, 5G, LTE, Space X, rural America, Digital Divide
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and
technology.
0:27: What are the implications of a leadership change in the Senate on the FCC after the Midterm elections?
4:03: The Democrats could have solved the stalemate with the FCC a long time ago.
5:31: How the House Majority will likely launch investigations around Section 230.
7:18: To regulate social media or not to regulate social media?
9:31: Other areas the Republicans will likely change if they win the Senate.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, midterm election, Senate, FCC, Lame Duck, Section 230, Republicans, Democrats
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: How DISH performed in Q3 - what’s going on with them? 5:06: U.S. Cellular hasn't grown a lot since the end of 2020; how did they do in Q3 of 2022? 8:00: What is the difference between the small and large carrier and what is holding U.S. Cellular back? 12:04: Altice is in a transition period. 14:06: Overall thoughts on the quarter.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, US Cellular, Boost, Altisse, earnings, reports, Q3, DISH, SPAC, SEC, Charlie Ergen, Mint, Consumer Cellular, MVNO, Comcast, Charter, Ulta,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:42: T-Mobile’s Earnings report is out - they did well. 2:31: A discussion about Comcast’s anit-FWA advertisement - is there truth to the ads? 5:20: Verizon & T-Mobile are doing well with FWA, but Comcast & Charter had great net adds numbers. 6:50: Replacement rate went down this quarter - what happened? 8:20: The content promotion attachment to plans could be waning. 10:13: T-Mobile has benefited from not raising prices. 12:15: What’s up with the First Responder Market.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, T-Mobile, Charter, Comcast, iPhone, FWA, fixed wireless access, Apple, Comcast, Charter, Verizon, Twitter, Mike Sievert, First Responders
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: AT&T’s Q3 earnings are out and here’s the scoop. 2:08: Verizon’s earnings are out and the numbers aren’t so great. 4:11: Verizon’s churn number is very high. 5:46: Pricing is an issue for Verizon - why? 6:58: Promotions and pricing surrounding the newest iPhone release - comparing the three main carriers’ plans. 9:04: How does age play into the pricing and packages that the carriers release? 11:05: What impressions did Roger & Don walk away with from the T-Mobile Analyst Event last week?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, T-Mobile, Q3 earnings, fixed wireless, iPhone, Netflix, Paramount, Disney+, Apple One,
Analysts Don Kellogg and Roger Entner are joined by Marc Price, CTO of Matrixx, from the 6G Symposium this week. 0:40: New charging models for 5G - what is changing for consumers versus 4G. 3:17: Exploring the possible new business models. 5:21: Business to Business sales possibilities and why new metrics are needed. 6:54: What Marc sees on the horizon as coming soon. 8:38: Reasons why we need new devices such as smart glasses or IOT Devices. 10:24: Telcos can be hard to work with - how they can begin to change this to attract new partnerships.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Marc Price, Matrixx, 6G Symposium, latency, AI, artificial intelligence, 5G,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Hurricane Ian recently ripped through Florida - how do carriers respond to natural disasters? 4:54: The cell networks are used for first responders to communicate and are typically the first services to come up after a natural disaster like Hurricane Ian. 7:05: The difference between restoring the network in Florida and Puerto Rico. 8:30: What effect does densification have on networks and how do the carriers protect the network infrastructure against disasters like hurricanes?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Hurricane Ian, emergency response, natural disaster response, FCC, Verizon, AT&T, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news from Mobile World Congress with special guest Mike Dano, Director of 5G and Mobile Strategies at Light Reading. 1:16: How is the Mobile World Congress so far this year? 2:30: Verizon’s introducing a 5G gaming device. 3:30: More about the show floor and keynotes at the MWC. 6:49: The CCA Show for small carriers is happening at the same time. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mobile World Congress, David Christopher, 5G, Mike Dano, Light Reading, Verizon, Qualcomm, Razer, MWC, SpaceX, satellites, Apple
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: There’s a new prepaid brand on the scene: Total by Verizon. Roger shares the scoop. 2:26: Comparing Total to Metro and Cricket. 5:35: The benefits of assisted sales at holiday time. 6:29: Comparing digital sales and assisted sales now and what worked better pre-pandemic and why.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Total, Verizon, pre-paid, Straighttalk, Simple Mobile, Tracfone, AT&T, Leap Wireless, Cricket Wireless, Metro, no contract,
Analysts Don Kellogg and Roger Entner discuss the latest news surrounding satellite technology interacting with mobile phones with special guest Peter Rysavy. Peter is the President of Rysavy Research. 0:44: Peter shares how satellite technology works today. 1:16: How are they going to create phone technology in a way that doesn’t have a massive antenna sticking off of it? 2:59: The applications of this technology. 4:26: The difficulties facing Starlink and AST Space Mobile on the heels of their satellite announcement. 6:18: What is the market for emergency services only? 11:41: Antennas and satellites versus physics - physics doesn’t budge
Follow Peter on twitter: @peter_rysavy
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, satellite, Apple, Starlink, AST Space Mobile, Theoretical Freedoms, Iridium, GlobalStar, Peter Rysavy, Rysavy Research, Huawei
Analysts Don Kellogg and Roger Entner discuss the latest news regarding the new iPhone 14 announced this week with special guest Patricio Paucar, Co-founder & Chief Product and Marketing Officer at Navi. 0:27: iPhone 14 was announced with some exciting new features, what are the promotions looking like for consumers? 2:50: A breakdown of what Verizon is doing with the new iPhone. 8:35: Where are the net adds coming from? What could increase the net adds? 12:07: Apple is removing the physical SIM card and introducing an eSim. What are the other new features?
Learn more about carrier device promotions at https://www.yournavi.com/
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, iPhone, Apple, Patricio Paucar, Navi, Apple One, Netflix, Disney+, eSim cards, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Roger made some bold predictions about Q2 at the end of Q1, was he right? 1:44: The iPhone launches on September 16, could that be enough to turn around Q3? 2:35: Verizon’s current struggles and what they could do to turn it around. 4:52: T-Mobile is promoting customers to postpaid from prepaid. Are other carriers catching onto this strategy? 7:35: What will happen if there is another negative quarter and what next year is shaping up to look like. 9:49: What the FCC has said to Starlink and LTD.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Q2, Verizon, AT&T, T-Mobile, StraightTalk, inflation, budget, prepaid, postpaid, DISH, Boost, 3G, Starlink, LTD, Elon Musk, Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Q2, Verizon, AT&T, T-Mobile, StraightTalk, inflation, budget, prepaid, postpaid, DISH, Boost, 3G, Starlink, LTD, Elon Musk,
Analysts Don Kellogg and Roger Entner discuss spectrum policy with a special guest Jeff Westling. Jeff is the Director of Technology and Innovation Policy at the American Action Forum 0:40: The 2.5 GHz auction is underway and Jeff gives his thoughts on where the government should be heading in regard to future spectrum auctions. 2:32: A bit of history on 3.1 spectrum and how it will likely be licensed. 4:27: How the government uses spectrum and what we can learn from the CBRS model. 6:05: The importance of licensed versus unlicensed spectrum. 7:20: What Jeff sees in 7-8. 8:41: The discussion around the auction authority ending in a couple of weeks. 11:40: Interagency disputes versus interagency cooperation and the role that Congress plays. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, spectrum, spectrum auction, c band, Jeff Westling, American Action Forum, DOD, 3.1, Department of Defense, CBRS, Congress, auctions, spectrum pipeline,
Analysts Don Kellogg and Roger Entner discuss 12GHz with a special guest: former FCC chairman, Michael O’Rielly. 0:50: Former Chairman O’Rielly updates us on where 12GHz stands. 1:38: Who has licenses in the 12GHz band? 2:19: We need the mid band spectrum. 5:03: Are Elon Musk’s arguments valid or overblown? 6:15: How the spectrum classifications have changed. 7:15: The nature of insatiable demand for spectrum and the importance of looking into the future. 9:18: Congress should extend the auction authority of the FCC. 10:52: The current auction is running for 2.5 spectrum. 11:54: A look at the spectrum encumbered by the DoD. 13:16: Is CBRS working well?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner,12GHz, Michael O’Rielly, FCC, DISH, Elon Musk, CBRS,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:35: How high inflation and the possibility of recession could affect the telecom industry. 3:44: The lifeline programs that are available now versus during the Great Recession. 5:23: There could be consumer flip-flopping between post-paid and pre-paid options and what could happen to handset sales. 7:25: When do consumers tend to buy a new phone? 8:26: How vulnerable are the carriers to an economic downturn and why?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, inflation, AT&T, ACP, The Great Recession, recession, iPhone
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Recent C-Band news from Verizon. 1:56: How will this change impact the consumer? 3:30: Frequency differences between the carriers and how C-Band is performing so far. 5:08: What are the implications for fixed wireless access? 6:19: When we should begin to see the changes in the top 47 markets. 6:55: The surprising place Spectrum was purchased and what may happen with that given what consumers care about most.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, C-Band, Verizon, AT&T, spectrum, fixed wireless, broadband, Fios
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:32: The Supreme Court’s recent decision in West Virginia v. EPA. 2:11: How this ruling could impact the FCC. 6:37: How the legislative process could look moving forward on FCC issues such as Net Neutrality. 8:05: Other FCC responsibilities that will be impacted under this ruling. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, West Virginia v EPA, Congress, Environmental Protection Agency, Supreme Court, FCC, Net Neutrality, Title II, Next Wave, spectrum, spectrum authority, auctions, 2.5 gHz
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:28: Details about the new unlimited plan that Verizon released recently. 4:41: Where Xfinity and Spectrum fit in 6:35: Is Verizon changing from a premium brand to a value brand? 8:34: Both T-Mobile and Verizon are bundling their fixed wireless services with their phone services.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, 4G, millimeter, Tracfone, Spectrum, Xfinity, AT&T, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Q2 Earnings are coming up - what Roger and Don think they could see in these reports. 2:42: Ryan Reynolds is featuring in Mint Mobile’ss ad campaign - are these ads successful? 4:32: The 3G/UMTS network decommission is beginning at T- Mobile - what that could look like. 7:58: Fixed Wireless Access - how it compares to fiber and why consumers seem to be happy with it right now.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, earnings, reports, inertia, T-Mobile, AT&T, Verizon, Ryan Reynolds, Mint Mobile, fixed wireless access,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:28: How patents and intellectual property affect the tech industry. 1:50: Is there a difference between innovation and invention? 4:34: How this is working out in the U.S. 5:57: The strategies companies use to game the system and why. 9:14: If the patents are weak, won't the system work itself out through lawyers? 12:21: What the resolution could be for these problems.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, patents, intellectual property, innovation, invention, 3GPP, chips, 5G, patent protection, Apple, Qualcomm,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: The National Telecommunications and Information Administration unveiled its rules for distributing the federal funding for broadband access and what that looks like for providers. 1:47: Roger defines the “Middle Mile” and what it means to the companies and consumers. 3:12: The satisfaction results that Don and Roger run every week - what do consumers prefer? 7:33: The importance of speed in today’s broadband market and which delivery methods produce those speeds. 8:43: What Volumetric Video is and why the NTIA should be more technology agnostic. 10:11: When will we be likely to see shovels hit the ground and are there going to be issues with supply chains or staffing that will affect this rollout?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, NTIA, National Telecommunications and Information Administration, BEAD, broadband access, speed, latency, DSL, fiber, fixed wireless, Altice, Optimum, Volumetric video, Game of Thrones, Star Trek, Star Wars, civil engineering, recession,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:26: DISH met their FCC June 14 deadline to launch their commercial network. 2:22: What is DISH’s next deadline? 5:43: T-Mobile had a new Uncarrier event - and shared some updates to their services. 8:16: An analysis of why companies (especially T-Mobile) may be aiming at the international traveler market.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, FCC, commercial network, Open RAN, T-Mobile, Verizon,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Raza Khan, Senior Market Manager of Wireless Products at Semtech to talk about the intersection of 5G and Optical Technology. 0:46: Raza shares about the role that Optical Technology plays in 5G. 2:02: Upgrading the base stations that enable the 5G rollouts - what part Semtech plays and the reasons we need these upgrades. 6:58: The exciting use-cases that are closer to reality now with almost zero-latency processing. 9:51: This also lays the groundwork for 6G - thinking about the advancements coming over the next 15 years. 12:04: Are we living in a world of perpetual promise and no payoff? 14:41: How do 5G and Optical change the idea of smart cities and how does the geo-political landscape affect smart cities?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Raza Khan, Semtech, optical technology, 5G, 4G, C-band deployments, millimeter wave, virtual reality, MetaVerse, machine learning, AI, 6G, autonomous cars, holograms, Ready Player One, smart cities, Tri-edge, MIMO, Pete Fox
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: The promotions the wireless carriers have right now - the industry is working through a price-increase right now. 2:22: Don gives the details of T-Mobile’s recently-launched plan. 4:05: AT&T is changing their HBO MAX offer and if that’s a good idea or not. 8:18: Was the rush into content just a way to justify 5G? 11:06: It makes sense to bundle a Fixed Wireless Plan to partner with a content provider but will the consumer be able to get away from the cable companies if they like sports.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, T-Mobile, Verizon, inflation, AT&T, 5G,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Finbarr Moynihan, GM/VP of Corporate Marketing at MediaTek and James Chen, AVP of Product Marketing at MediaTek. 0:44: Finbarr shares about the new Genio Mobile 1200 Chipset 2:53: The kinds of devices the Genio Chips might go in. 6:17: Finbarr shares about the Dimensity 1050 - how is it different from previous versions? 10:11: James gives an overview of the new WiFi7 and their Filogic products and what they will do for consumers. 13:44: WiFi7 will use a new bit of spectrum and will be faster. How else will this benefit consumers? 17:30: A comparison between WiFi6 & WiFi7. How much latency reduction will there be?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MediaTek, Finbarr Moynihan, Genio 1200, smart appliances, smart home, smart fitness, Peloton, POS Terminals, point of sale, AI, artificial intelligence, 5G, MLO, WiFi7, white paper
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Tore Gillbrand, the Vice President of Global Product Management at Hitachi Energy. 0:44: Tore shares about Hitachi’s role in the world of 5G. 2:22: Examples of actual use-cases for 5G that Hitachi is seeing. 4:40: A deeper dive into electricity meter monitoring with 5G in regard to consumers and energy companies. 6:51: The grid-control applications of 5G. 9:14: The connections between renewable energy and 5G that Hitachi is seeing around the world and in the U.S. 12:16: 5G can play a role in minimizing risk of wildfires - Tore shares how.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Tore Gillbrand, Hitachi Energy, 5G, electricity, distribution, transformers, renewable energy, solar panels, solar power, wind power, wildfire,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Brett Clark. Brett is a Senior Director at Recon Analytics. 0:36: Roger shares about the MediaTek event that he recently attended - specifically regarding the Dimensity9000 chip. 3:27: What QualComm is doing in terms of diversifying. 4:57: QualComm wants the software in cars to be updatable beyond the new car lot. 6:06: Roger was impressed with a presentation about the real life applications of 5G. 7:07: DISH’s event was focused on what they are doing in the mobile industry. 10:03: Where DISH needs to step it up and where they are struggling. 13:44: Signal Research just launched a report covering Rakuten’s strategy in Japan. 15:03: How fast can DISH build out their network? 16:35: Amazon and Microsoft don’t just want to work with ONE company - they want to work with them all.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, QualComm, DISH, MediaTek, chips, Amazon, dimensity9000, Android, connectivity, automotive, OPENRAN, Amazon, Samsung, Rakuten, AT&T,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week Roger and Don invite Jeff Blum- EVP of External and Legislative Affairs at Dish, Chip Pickering - CEO of InCompas and Andrew Schwartzman - Senior Counselor at the Benton Institute for broadband & society on the podcast to talk about the 12 GHz band and why they believe it should be repurposed for wireless use. 0:57: Jeff shares the history of the 12gHz band and how it’s been used traditionally. 3:35: The 12 gHz band could be used quickly to help 5G, but it sounds high, so how does its propagation work and what about interference? 4:26: Jeff shares the speeds possible on this band. 5:16: Chip shares about the coalition Incompas is part of. 7:12: This coalition puts emphasis on closing the Digital Divide. 8:39: The Benton Institute’s interest in 12gHz is divided between 3 main areas. 11:01: Now that the plan is to change the use of the 12 gHz band and the price of use will likely be higher, how is that in the public interest? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, 12 gHz band, Jeff Blum, Chip Pickering, Andrew Jay Schwartzman, Benton Institute for Broadband & Society, Incompas, DISH, DirecTV, FCC, auctions, 5G, 3G, 4G, ORAN, the Digital Divide, CBRS, competition, Starlink,
Follow Jeff on twitter: https://twitter.com/jeffblumdish (https://twitter.com/jeffblumdish) Follow Chip on twitter: https://twitter.com/chippickering (https://twitter.com/chippickering) Follow Incompas on twitter: https://twitter.com/incompas (https://twitter.com/incompas) Benton Institute on twitter: https://twitter.com/Benton_Inst?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor (https://twitter.com/Benton_Inst)
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Earnings Reports are out! What Comcast and Charter reported. 1:42: Roger’s thoughts on T-Mobile’s report. Why their account net add numbers are interesting. 4:46: Why T-Mobile’s fixed net-adds are exciting and what that looks like for DISH. 7:47: How AT&T did in Q1. 8:40: T-Mobile’s churn turnaround. 9:44: Verizon’s numbers for Q1 - what was good and what wasn’t so good.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, ComCast, Charter, T-Mobile, net-adds, earnings reports, revenue, churn, Sprint, CDMA, DISH, 3G, AT&T, John Ledger, Mike Sievert, Q1
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: T-Mobile has filed for temporary authority to operate between 6110-6190 mHz. Why that would be attractive to T-Mobile and what they’re likely to do with it. 3:43: Does this mean that they don’t have enough licensed spectrum for their goals and why is that much spectrum available? 5:47: Why this is interesting from a rural perspective. And will the other carriers be interested in that spectrum as well?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, offload, CBRS, LTE, spectrum,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Deutsche Telekom has increased their stock in T-Mobile - what that means for Deutsche & T-Mobile. 4:11: Will this change in ownership change T-Mobile’s trajectory and long-term plans? 6:38: The relationships between major carriers and adtech. 8:57: What are the ripple effects likely to be in the U.S. mobile ecosystem after Deutsche Telekom gets 50% ownership of T-Mobile? 10:03: What SoftBank’s relationship with T-Mobile is now.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, T-Mobile, SoftBank, Deutsche Telekom, AT&T, Google, adtech, information collection, data collection,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Roger shares about the latest version of the Build Back Better plan and its impact on infrastructure. 2:11: How the taxing structure works for wireless today and a rundown of each of the challenges facing each carrier if the tax write-offs are removed and the larger effect on the U.S. Economy. 6:39: What are the benefits to the economy from the tax write-offs? 8:22: Much of the OpenRAN innovation is happening in the U.S., what could happen if that stops? 9:45: The next steps for the new Build Back Better Plan in the Senate.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Build Back Better, funding, Biden Administration, infrastructure, tax deductions, spectrum auctions, spectrum, capital expenditure, Wall Street, 4G, DISH, T-Mobile, AT&T, Verizon, 5G, rural America, rural access, fixed wireless access, jobs, innovation, generational leadership, AWS, Microsoft, Airspan, Mavoneer, OpenRAN, funding, taxes,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Q1 Earnings reports are coming out soon and the most eagerly-anticipated updates is on fixed wireless - what should we expect over the next year? 2:05: Verizon started later than T-Mobile, due to their C-Band deployment. 2:59: The economics of FWA and the future stimulus money coming from the government. 5:09: What will people do with all the bandwidth? 8:48: The timelines for FWA and fiber are different - are they direct competitors or not? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, fixed wireless, Q1, earnings, cable, DSL, fixed wireless access, Verizon, T-Mobile, C-Band, connectivity, future-proofing, innovation, fiber, FWA, Starlink,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with this week’s guest - Erlend Prestgard, the CEO and Co-Founder of Working Group Two. Working Group Two is working toward making connectivity more valuable and useful. 0:57: Erlend shares the core goals of WGTwo’s programmable mobile core. 1:49: How WGTwo’s offerings are different from others. 4:10: There has to be trust because they are at the heart of the network. 5:40: Examples using AWS. 6:56: They are deployed on several MVNOs already - what the real-world differences are. 9:19: Why cloud-native cores aren’t a goal in their business. 10:59: Innovation’s bright side and dark side. 13:59: What Twilio is showing the industry. 15:02: How WGTwo is transforming the industry and why that’s a good thing.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Erlend Prestgard, WGTwo, AWS, mobile core, cloud, SaaS, Telenor, Amazon, Vimla, trust, network, MVNO, 5G, innovation, 6G, Twilio,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with this week’s guest - David Christopher, the EVP and General Manager of Partnerships & 5G Ecosystem at AT&T and the Chairman of CTIA. 0:26: David shares the most recent update about 5G. 1:48: What innovations could we expect to happen in this decade? 3:42: 5G is much more powerful than 4G and how we’ve become an on-demand society. 5:28: The innovations that excite David. 8:30: Manufacturing advancements that are being developed; enabled by 5G. 10:10: The advancements that 5G will enable within health care. 11:41: GDP and job advancements coming with 5G. 12:25: 5G is the foundation for innovation and re-architecture. And what that could look like. 15:14: More dedicated spectrum is needed. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, David Christopher, AT&T, 5G, innovation, connectivity, fiber, AI, IOT, AR/VR, Metaverse, network slicing, stand alone core, XR, spatial web, spatial internet, worker safety, blockchain, economy, Edge computing, supply chain, computing, MIMO, CTIA
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:29: AT&T just had their Investor Day - what the highlights were. 4:26: How Verizon surprised everyone at their recent Investor Day. 6:10: Verizon improved their revenue estimates. 7:17: How is the market defined these days? 9:22: Thoughts on where T-Mobile will sit after seeing AT&T and Verizon’s presentations. 11:21: T-Mobile now believes they are done with the churn from the Sprint merger. 12:05: Why Don is watching the fixed wireless aspect of the businesses. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, AT&T, DirecTV, investor day, fiber, Verizon, T-Mobile, mobile edge compute, MSO
Analysts Don Kellogg and Roger Entner welcome Bill Stone to the show. Bill is the Vice President of Technology Development and Planning at Verizon. 0:37: Bill shares why C-Band is so important to Verizon. 1:37: How is Verizon on track to exceed their goal for 2023 by the end of 2022? 4:16: Verizon is getting better coverage with C-Band than with AWS thanks to massive MIMO. 5:32: Spectrum efficiency is improving with 5G. 7:01: Bill talks about some of the network challenges of adding fixed wireless into their business. 10:05: How Verizon builds the network with future growth in mind. 11:26: Millimeter wave is a critical part of Verizon’s strategy.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Bill Stone, Verizon, c-band, 5G,4G, AWS, MIMO technology, carrier aggregation, mobile, fixed wireless, suburban, urban, rural, millimeter wave
Analysts Don Kellogg and Roger Entner welcome Leonard Lee and Matt Hamblen to the show. Leonard Lee is the Managing Director & Founder of neXtCurve. Matt Hamblen is the Editor of Fierce Electronics. The topic of discussion is Supply Chain. 0:50: Semi supply chain issues - an update from Leonard. 2:37: Discussing the example of the auto industry. 5:01: The supply chain will be affected by the Russia-Ukraine conflict. 7:00: Roger shares about his article on resilience. 8:56: Intel is trying to build plants in the U.S., how will this affect the supply chain? 13:09: Recent developments with China and IP. 14:18: The chip shortage is a result of policy. 17:07: Comparison of SE Asian company practices and China. 19:47: The importance of resilience and competitiveness.
Check out Matt Hamblen here: http://www.fierceelectronics.com (www.fierceelectronics.com) Check out Leonard Lee & The Rethink Podcast: http://www.next-curve.com (www.next-curve.com) Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, supply chain, Leonard Lee, Matt Hamblen, neXtCurve, Fierce Electronics, auto industry, Ukraine, Russia, China, Taiwan, resilience, Intel, Trump, trade, trade partners, Huawei, semiconductors, trade embargo, policies, aspirin, Bayer, patents, ZTE, chip, sanctions, South Korea, economics,
Analysts Don Kellogg and Roger Entner welcome Sampath Sowmyanarayan to the show to talk about wireless broadband and 5G. Sampath is the Chief Revenue Officer at Verizon Wireless. 0:46: Verizon announced their recent 5G fixed wireless at the Super Bowl - what is fixed wireless all about? 3:34: How does Verizon expect businesses to react and what role does C-Band play in this rollout? 7:30: How reliable will this new network be? 10:40: Verizon brought back Jim Carrey as the Cable Guy for their Super Bowl commercial - is this ongoing or a one-time-thing?
Learn more about Verizon’s 5G business internet here: https://www.verizon.com/business/products/networks/connectivity/5g-business-internet/
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon Wireless, Verizon, Sampath Sowmyanarayan, Super Bowl, digitize, C-Band, Broadband, 5G, Verizon Fios, competition, Jim Carrey, advertisements,
Analysts Don Kellogg and Roger Entner welcome Rick Welday to the show. Rick is the Executive Vice President & General Manager of Broadband at AT&T. 1:40: The changes that Rick has made since he took over and what is important to consumers about broadband access. 5:14: How AT&T is addressing security risks. 6:16: What AT&T has to say about simplicity for customers. 10:50: AT&T recently announced its participation in the Affordable Connectivity Plan 14:39: AT&T is a Fixed Wireless Provider - how does that fit into AT&T’s business plan?
Find out more about the Affordable Connectivity Act here: https://acpbenefit.org/ (https://acpbenefit.org/) Details on AT&T’s affordable connectivity program: https://www.att.com/help/affordable-connectivity-program/ (https://www.att.com/help/affordable-connectivity-program/)
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, AT&T, Rick Welday, fiber, cable, mesh network, Digital Divide, ACP, Affordable Connectivity Plan, Pandemic, COVID 19, COVID,
Analysts Don Kellogg and Roger Entner do a special edition episode on quarterly earnings as well as discussing the latest news in telecom, media, and technology. 0:33: T-Mobile is very enthusiastic about their 4th quarter performance. 4:49: How T-Mobile compared to Verizon this quarter and where their net adds came from. 7:45: Pre-paid to post-paid conversions were high. 8:49: How it’s going with integrating Sprint into T-Mobile. 12:04: How Charter and Comcast’s quarter looked. 14:14: Will the net add surge continue through 2022? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, T-Mobile, C-Band, Mike Siever, FCC, broadband, Sprint, Charter, Comcast,
Analysts Don Kellogg and Roger Entner welcome Mike Dano to the show. Mike is Light Reading's Editorial Director, 5G & Mobile Strategies and has covered the wireless industry as a journalist for almost two decades. 0:47: Mike shares a bit about his recent article titled “Inside the Messy World of T-Mobile’s Midband 5G Spectrum Licenses.” 2:21: What spectrum does T-Mobile own? 4:04: What happened when one of the organizations that actually owns some of T-Mobile’s spectrum wanted to sell it. 6:09: The situation with Cox Communications and T-Mobile. 7:21: The insights from the AT&T Study that Mike found interesting - reliability versus speed. 12:14: How does the Oculus affect usage and the future? 15:30: Who’s rumored to be developing some AR/VR tech?
Mike’s Article mentioned in this episode: https://www.lightreading.com/5g/inside-the-messy-world-of-t-mobiles-midband-5g-spectrum-licenses/d/d-id/774745 (https://www.lightreading.com/5g/inside-the-messy-world-of-t-mobiles-midband-5g-spectrum-licenses/d/d-id/774745)
Keep up with Mike Dano’s work at Light Reading here: https://www.lightreading.com/about-us/d/d-id/1 (https://www.lightreading.com/about-us/d/d-id/1)
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, T-Mobile, spectrum, spectrum licenses, Clearwire, Nextel, Sprint, 2.5 Spectrum Auction, FCC, WCO, Cox Communications, Verizon, AT&T, AR/VR, Oculus,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Verizon’s earnings are out - time to analyze their execution on their plans. 2:55: Even though C-Band deployment was been delayed, Verizon is working to get more markets ahead of schedule. 4:36: What’s Verizon doing with fixed wireless? 6:10: How does Verizon compare to T-Mobile? 7:14: AT&T launched their multi-gig fiber - the initial reports are in. 8:55: AT&T released their earnings report - what it contained. 11:42: Verizon’s number included acquiring Tracfone. What dangers does Roger see about this merger? 13:27: T-Mobile’s strategy for prepaid versus postpaid. 14:47: What’s going on with prepaid churn levels? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, earnings, AT&T, T-Mobile, fixed wireless, fiber, DSL, churn,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: The results for Auction 110, 3.45 MHz are in. 2:08: A breakdown of who bid and who won. And who didn’t. 3:58: What AT&T won. 6:22: What could AT&T’s strategy for fixed wireless be? 7:56: What are the plans for the next spectrum auction? 8:47: A breakdown of who else won spectrum at Auction 110. 11:47: This was the third largest auction in recent memory, how the competitive landscape has changed through the different auctions.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Auction 110, 3.45 MHz, Verizon, AT&T, fiber, wireless, broadband, MSO, MVNO, T-Mobile
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:28: The Affordable Connectivity Program was passed in November. What is it and why is it important? 1:52: Can it be used for wireless? 3:00: T-Mobile is cautious about the program. Why that could be. 5:46: How each carrier is handling the C-Band deployment. 8:14: What the latest developments are in DISH and DirecTV.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, EBB, Emergency Broadband Benefit Program, Affordable Connectivity Program, low income, T-Mobile, AT&T, Verizon, Spectrum, Jogger, TPG, DISH, DirecTV,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:28: Roger and Don are experiencing Groundhog Day - just when you think C-Band has nothing new that’s newsworthy, the Department of Transportation jumps into the wireless area! 2:23: Verizon has announced their plans for C-Band. 3:36: Verizon is rolling out in HOW MANY MARKETS? 6:24: Verizon has incentives to bundle internet into your phone plan which means competition is heating up. 8:35: How could this development affect the competition ecosphere? 10:43: Speculations about how big T-Mobile’s lead is in C-Band.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, AT&T, altimeters, France, C-Band, 4G, 5G, MSO, SMB, Comcast,
Analysts Don Kellogg and Roger Entner welcome Jeff Moore to the podcast. Jeff is the Principal and Founder at Wave7 Research which monitors wireless competition in the United States. 0:43: Jeff shares about how Verizon’s recent acquisition of Tracfone will affect the retail and consumer markets. 3:15: Breaking down what this looks like at BestBuy. 4:15: Verizon took control of Total Wireless - what this could mean for their business strategy. 6:45: Discussion of Verizon’s history with StraightTalk. 7:29: Jeff shares his thoughts about T-Mobile versus Tracfone/Verizon in Walmart. 9:27: How this affects the other competitors in the prepaid space. 11:11: Musings about what could happen in personnel and culture after this acquisition. 14:22: How Verizon could be planning to sell more internet access via the prepaid brands.
https://wave7research.com/ (Learn more about Jeff’s work at Wave7 here.)
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, Tracfone, Walmart, BestBuy, Target, retail, Lively, Metro, Cricket, Boost, Simple Mobile, StraightTalk, Go Smart Mobile, Page Plus Cellular,
Analysts Don Kellogg and Roger Entner welcome Diana Goovaerts, Senior Editor at Fierce Wireless, to the show. They discuss what the cable operators are doing with CBRS spectrum. 0:58: Comcast and Charter have bought CBRS spectrum. What they can do with it. 2:14: Are Charter and Comcast going to be competition for the larger companies such as Verizon? 5:20: An outline of how the strategies are different between the two companies. 8:05: How are consumers responding to these offers? 10:59: It seems that T-Mobile and Verizon are going after the fixed wireless business how will cable companies fight back? 14:28: Shipments of midband and millimeter are on the rise. Who else could be going after those customers? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Diana Goovaerts, Fierce Wireless, Charter, Comcast, CBRS, spectrum, Verizon, Cox, T-Mobile, MVNO, Starlink,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Roger is upset about something in the wireless business regarding President Biden’s Build Back Better Plan. 3:34: Where the mobile carriers are going to cut spending and what the effects will be on the Digital Divide and the nation as a whole. 5:06: What is going on with the airline industry interfering with C-Band? 8:27: What could happen as the wireless carriers fight with the airline industry. 10:30: Is this kind of issue cropping up in Europe and China? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Build Back Better Plan, Biden Administration, taxes, stock prices, stock market, cap x, economics, economy, c-band, 5G, Digital Divide, FAA, Whitehouse, Boeing, FCC,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Last week the CEOs and CFOs of all the major network operators spoke at investor conferences. Here's what they said about broadband. 3:19: The role that millimeter wave could play for T-Mobile and Verizon. 4:26: The economics of using extra capacity in the network. 6:22: Is there an opportunity to upsell mobile customers to broadband or vice versa? 8:40: The carriers have started reporting net adds for fixed wireless - what should we look for to see how successful they are in their efforts. 10:22: How the buildout money from the government is distributed and how this looks for rural areas. 13:18: How could Manon Brouilette, the new CEO of Verizon’s Consumer Group, change things based on her background with Videotron? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, broadband, Fios, T-Mobile, millimeter wave, MSO, MNO, AT&T, fiber, Manon Brouilette, Videotron,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Roger and Don share about the Mobile Intender Survey research they are doing and some of the results. 2:15: What was driving customer happiness in October? What then happened in November? 4:29: How did Black Friday affect the net promoter scores? 5:10: What this could mean for the 4th Quarter across the industry. 6:21: Is there a window of opportunity for one of the carriers to jump through to offer deals and bump their net promoter scores? 7:02: T-Mobile has turned on their mid-band spectrum - how this affects customer perception and each of the carriers. 9:40: How the carriers are using advertising and how that’s showing up in the surveys.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Mobile Intender Survey, survey, net promoter, net promoter score, handset promotions, AT&T, 4th Quarter, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Roger shares about the white paper he wrote on the pandemic’s influence on broadband performance. 1:50: Fixed broadband was utilized more than the wireless networks. 2:31: Why did broadband perform as it did during the pandemic? 5:46: Comparing the U.S. and Japan in terms of broadband performance. 7:07: How Smart TVs affect broadband.
Check out Roger’s White Paper and study results in detail here: https://t.co/GQnXlHn8k6?amp=1 (bit.ly/3HtAywL) Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, broadband, pandemic, COVID, COVID-19, network, peak usage
Analysts Don Kellogg and Roger Entner break down how the infrastructure bill that Congress passed will influence the telecom industry and how it might level the playing field for rural providers. 0:41: How does the infrastructure bill that passed this week impact the telecom industry? 4:41: Will the federal funding for fiber level the playing field for rural telcos? 7:32: Where does this leave cable providers? 9:30: Is everybody eligible for the funding from the bill or are there restrictions? 10:34: How the increase in remote working may affect how the bill is implemented. 11:25: Other factors affecting how the bill will be rolled out.
Analysts Don Kellogg and Roger Entner welcome Dan Meyer to the show. Dan is the Editor-in-Chief of SDxCentral, a publication that covers the software-defined space. 0:52: Roger shares the news of leadership changes at Verizon. 2:03: Who’s gone from T-Mobile? 3:57: Who the clock is ticking for. 5:40: Roger is waiting for a flattening of the AT&T Corporate structure. 8:44: What’s happening with back-end deals with cloud companies and hyper-scalers versus legacy carriers? 10:40: How is Google faring? 12:15: The carriers’ traditional roles are being challenged and overhauled. 14:20: DISH just reported - what that looked like and what they are likely to do moving forward. https://www.sdxcentral.com/ (Keep up with Dan’s work at SDxCentral.)
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Dan Meyer, SDxCentral, Verizon, leadership, pressure, investor troubles, Altisse, AT&T, Microsoft, T-Mobile, Google, Amazon, AWS, DISH,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:50 Taking theCharter and Comcast footprint into account when looking at their results their new multi-line accounts 3:26 AT&T continues to lead in postpaid phone nets 4:10 What impact did the late-quarter release of the iPhone 13 have on net adds? 7:01 What are investors missing in the AT&T quarterly numbers? 8:05 Why all the defensiveness from T-Mobile? They had a very strong quarter. 9:30 Wireless carriers are frustrated about the price of their stock 12:15 Verizon is preparing for a massive ramp in their wireless broadband subscribers 12:45 Increased broadband competition in rural areas is coming 17:01 Roger's top-line predictions for Q4 18:40 The impact of supply chain on Q4 24:40 T-Mobile has been tracking network perception… but why won't they say who the leader in network perception is? Tags: #5G #Verizonwireless #ATTwireless #TMobile #Comcast #Charter #Broadband #Fiber #SupplyChain #QuarterlyEarnings #DonKellogg #RogerEntner
Analysts Don Kellogg and Roger Entner welcome Peter Linder from Ericsson to discuss the Digital Divide. Peter is the Head of 5G Marketing for North America at Ericsson. 0:26: The results of Ericsson’s study on the Digital Divide in the U.S. 2:03: How the Digital Divide most impacts rural America. 4:06: How the pandemic has changed the demand for internet services. 5:10: How far fiber could take us to solve the demand. 8:03: Different technologies that can be used in very rural communities. 9:42: The results of looking at the fixed versus mobile divide. 11:09: What about the segment of people who don’t want an internet connection? 14:13: What are the urban, suburban, and rural differences? https://www.ericsson.com/en/about-us/company-facts/ericsson-worldwide/united-states/digital-divide (View the report here) https://twitter.com/OneLinders?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor (Keep up with Peter on Twitter.)
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Peter Linder, Ericsson, digital divide, fiber, satellite, fixed wireless access, rural, remote healthcare, education, small business
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:38: It’s earnings season again! How did Verizon fare with their most generous offer yet in Q3? 4:54: Consumer versus Business analysis for Q3. 8:04: Verizon actually gave a breakdown of their fixed wireless numbers. 10:42: How did Tracfone do? 11:45: Walmart started selling T-Mobile pre-paid phones. 13:38: What Verizon could be planning to do with Tracfone. 16:37: What they’re looking for from the other carriers in Q3.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, Tracfone, pandemic, supply chain shortages, fiber, DSL, fios, AT&T, C-Band, Tracfone, StraightTalk,Walmart, America Mobile, Safelink,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Cox Communications filed a lawsuit against T-Mobile, in January 2021, and a ruling has been made. 2:10: A brief history of why there would be an exclusivity agreement with T-Mobile and Cox Communications. 4:38: It looks like Cox is stuck with T-Mobile and higher-than-market rates right now. The DOJ & FCC may get into the disagreement. 6:20: Mobile X is launching on Verizon. 7:46: T-Mobile seems to be moving out of MVNO carriers. What benefit would that have to them? 9:11: Visible is in the news this week for a data breach. 12:36: Timeline for the Tracfone merger - will it get approved with the current makeup with the FCC? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, MVNO, Cox Communications, T-Mobile, Sprint, Charter, Comcast, Altice, Verizon, Charlie Ergen, Boost, John Legere, Tracfone, FCC, MobileX
Analysts Don Kellogg and Roger Entner welcome Jon Pelson to the podcast. Jon is the author of Wireless Wars: China’s Dangerous Domination of 5G and How We’re Fighting Back. 0:40: Jon shares why China’s involvement in 5G is concerning at this time in history. 5:05: Why Huawei should worry us compared to other companies. 6:24: What did Lithuania warn their citizens about? 8:17: The danger of allowing untrustworthy devices into networks. 8:48: What happens to those who speak out against the Chinese Communist Party’s agenda and what the West can do to stand up against them. 12:17: The role that innovation and invention plays. 15:20: What Open RAN could do to the markets. 16:36: What Huawei is doing in Ethiopia and other parts of Africa. 18:47: How does foreign aid work with the U.S. vs China. 21:57: What is the idea behind “China 2025”? 22:34: The effect of the Trump Administration’s Sanctions against Huawei
https://www.amazon.com/Wireless-Wars-Dangerous-Domination-Fighting/dp/1953295614 (Check out Jon’s book here.)
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, ZTE, Huawei, 5G, spying, supply chain, throttling, African Union Center, China, Chinese Communist Party, Nokia, Ericsson, Jack Ma, Open RAN, Ethiotel, neo-colonialism,
Analysts Don Kellogg and Roger Entner welcome Dan Hesse, former CEO of Sprint and current Chairman of the Board of Akamai Technologies, to the podcast. 0:26: Dan shares about the Digital One Rate Plan he developed during his time at AT&T - “creative destruction”. 8:49: How he tackled figuring out how to make his creative destruction make sense for the company. 10:43: The importance of the separate parts of the company being willing to change everything with the Digital One Rate Plan. 16:50: Dan took over Sprint when it was heading toward bankruptcy - how he had the courage to do something different again. 25:19: How his relationship with John Legere influenced T-Mobile’s plans. 28:39: The importance of creativity when you have 90% market share.
Follow Dan Hesse at www.danhesse.com On twitter: https://twitter.com/danhessenews
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, creative destruction, AT&T, Sprint, Dan Hesse, Digital One Rate Plan, company culture, Ericsson, Nokia, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:28: In the third week of September, the CEOs of AT&T, Verizon, and T-Mobile spoke at the Goldman Sachs Communicopia Conference on their visions of the future. What John Stankey of AT&T revealed about AT&T’s focus. 2:36: The importance of teasing out what John Stankey did NOT talk about. 6:04: AT&T’s churn strategy - are others playing the same game? 7:11: Verizon is getting more money out of their existing customers rather than playing the net-add-game. What Hans Vestberg said about Verizon and what can be extrapolated from that information. 12:17: Mike Sievert of T-Mobile shared that their premium plans are growing. What else did he share about T-Mobile? 19:26: Verizon’s potential difficulties in differentiating themselves in the market. 21:23: Who struck a deal with Apple for Apple TV+?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Goldman Conference, John Stankey, T-Mobile, Verizon, Hans Vestberg, Mike Sievert, data breach, fiber, Yahoo, AOL,
Analysts Don Kellogg and Roger Entner discuss the new iPhones with special guest Avi Greengart from Techsponential. 0:26: Avi shares his thoughts on incremental upgrades with the new iPhone 13 lineup that was announced recently. 1:26: An overview of the larger carriers’ offers on the new iPhone line and who might benefit from it. 3:02: A few really interesting findings with this new lineup. 6:01: What was in the fine print that Apple didn’t announce and what that means for consumers. 7:22: Camera enhancements are driving a lot of the upgrades for phones. 9:20: What effect will these new phones likely have on the carriers’ bottom lines and what else is playing into the year-over-year comparison. 10:41: Speed - what does it matter and what difference does 5G make? 14:03: Predictions on who will come out on top after these upgrades happen. Follow Avi’s work at https://www.techsponential.com/ (Techsponential here).
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, iPhone, iPhone 13, Avi Greengart, Techsponential, Verizon, AT&T, T-Mobile,
0:26: The 3.45 Auction is heating up. How the Spectrum Screen works and how it is supposed to work. 3:35: T-Mobile managed to lock out the bigger players in the 600 mhz auction and got everything they wanted. 4:50: How much spectrum each carrier has - do they have competitive parity? 6:26: Why the Sprint and T-Mobile Merger wasn’t the time to bring up competitive advantages and disadvantages. 7:30: Will a ruling come out before the 3.45 Auction? 10:27: Verizon has placed their bets on C-Band which isn’t active just yet. 12:34: The FCC is politically deadlocked - what could happen? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, 3.45 spectrum, FCC, Clearwire, Sprint, Verizon, AT&T, T-Mobile, PC Magazine,
Analysts Don Kellogg and Roger Entner discuss Open RAN with Editor-in-Chief of Fierce Wireless Linda Hardesty. 0:26: How Open RAN has become politicized. 2:27: What are the security concerns with Huawei? 4:54: What is open about Open RAN. 5:47: Some complaints about Open RAN and the Open Ran Alliance, how security is handled. 8:01: How will bugs and issues be found in Open RAN code? 8:57: There is no such thing as absolute security. 11:23: Nokia announced it is pulling out of the Open RAN Alliance. 14:34: Will all the Open RAN upstarts be acquired by bigger players? 15:41: Open RAN solves some problems - what benefits it brings in terms of innovation. 16:59: Open RAN is already chipping away at the big vendors.
https://www.fiercewireless.com/author/linda-hardesty (Check out Linda’s latest articles at Fierce Wireless here.)
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Open RAN, Open RAN Alliance, Huawei, ZTE, security, Ericsson, Samsung, Nokia, open code, China, Politics, Edward Snowden, ONAP, Rakuten,
0:33: On October 5th the FCC is auctioning off 100 mhz of spectrum between 3.45 and 3.55. Who are the bidders and why they may be bidding on it. Who’s missing from the list? 3:35: Companies are limited on the amount of spectrum they can win in the auction. 4:15: Will DISH be bidding on this mid-band spectrum? Why? 7:50: The days are gone of the partnership between T-Mobile and DISH. They are likely able to figure out what each other wants and they may try to trip each other up. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, AT&T, DISH, Charter, Comcast, Verizon, CBRS, FCC, auction
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: T-Mobile was in the news for losing personal information for 49 million customers. 2:57: What happens to T-Mobile customers impacted? 4:13: How this breach apparently happened. 5:04: California Public Utilities Commission issued a statement regarding testimony around T-Mobile keeping CDMA bandwidth after the Sprint merger.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, hack, information security, Charlie Ergen, California,
Analysts Don Kellogg and Roger Entner welcome Scott Moritz from Bloomberg to discuss the latest news about DISH. 0:26: Scott Moritz recaps his latest article and goes in depth on how DISH is relaunching Boost and launching a new 5G beta in Q4. 3:45: What is “Project Manhattan” and how is Charlie Ergen leading his company? 6:02: How AT&T helped DISH through their wholesale deal. 8:35: What could the timeline look like after the Beta Test. 9:35: Why DISH is choosing to start in Las Vegas and Florida. 10:35: How will DISH likely differentiate to gain customers? 13:20: Part of the success T-Mobile has seen has come from their merger - how vested are regulators in creating a fourth network in the US? You can find Scott’s https://www.bloombergquint.com/author/28859/scott-moritz (latest articles for Bloomberg here).
0:26: An update about NVIDIA buying ARM - and what the complicating factors are. 1:36: The sequence of how NVIDIA should go about filing for permissions. 4:02: Why Japanese Anti-trust approval should be easy. 4:33: Why the FTC could present a significant hurdle. 6:43: NVIDIA hasn’t filed in the EU yet. 8:54: What could happen if the merger isn’t approved in all of the anti-trust bureaus? 10:27: How Chinese law works in regard to the merger. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, NVIDIA, Arm, acquisition, merger, CMA, Brexit, AMD, Xilinx, FTC, DOJ, Huawei, Softbank,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: T-Mobile has released their Q2 Earnings Report. 4:38: T-Mobile shared data on its rural buildout. 7:49: T-Mobile reported that they beat Verizon’s business-sector churn. 9:35: T-Mobile’s projections for net adds - is it too aggressive or right on track? 12:39: Comcast shared their Q2 Earnings Reports for the wireless portion of their business. 19:03: Is the MVNO business model working? Is a hybrid MVNO a good strategy? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, Earnings, Quarterly Report, Tracfone, account growth, AT&T, Comcast, Altice, DISH, US Cellular
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Earnings season is here again! Verizon’s results were strong. 3:42: AT&T has released their results as well, how do their business sector results compare to Verizon’s. 4:30: How Verizon’s “Greatest Upgrade Promotion Ever” has affected their numbers. 5:39: Verizon’s gross adds are up. 6:14: AT&T is kicking ass - How do their numbers compare to last year’s. 8:26: Service margin for both carriers was down, how that affected overall profitability. 9:18: How big will the switching pool get? 11:03: Is T-Mobile making progress in the business sector? 12:39: DISH and AT&T have made a roaming deal - details and data comparison between carriers and their wholesale contracts. 17:49: AT&T can ask DISH to use some of their spectrum - what those requirements are. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, earnings, Q2, Q2 earnings,quarterly earnings, BOOST, T-Mobile
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Dish’s plans in the virtualized network space and how they’re working with AWS. 6:00: Comparing Facebook’s data center model to AWS. 8:40: With this big change in the way computing is done, what is likely to happen to other networks and carriers - and who owns the equipment? 12:54: Differing corporate cultures impact each carrier’s strategy and speed of implementation in switching over to a virtualized network. 15:14: The economics of MVNOs favor large players and network operators: will virtualization change that dynamic? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, DISH, AT&T, virtualized network, AWS, cloud, Rakuten, Amazon, Facebook, distributed computing, OpenRAN, Microsoft, Title II, Comcast, Verizon, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: How the large carriers are tackling the problem of churn-reduction. 1:40: Churn percentage comparison between smaller and larger carriers - and why that matters. 4:30: How T-Mobile is handling churn-reduction. 5:52: Are these retention offers going to be the new normal? 7:22: Q2 numbers aren’t out yet, but what the numbers we do have indicate for AT&T and T-Mobile. 9:33: T-Mobile is struggling with Sprint legacy customers - why are they handling that churn the way they are?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, AT&T, Verizon, churn, T-Mobile, Charter, Comcast,
In Episode 42, analysts Don Kellogg and Roger Entner discuss the answers to the meaning of life and everything, as well as the latest news in telecom, media, and technology. 0:25: AT&T made a big announcement about how they will operate their 5G network moving forward. 3:04: Microsoft is the new leader in mobile cloud with Azure for Operators. 4:33: How this move by AT&T could impact the other carriers. 7:33: What could be coming up next?
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, software defined networking, virtualization, greenfield networks, AT&T, Microsoft, 5G, cloud, Azure, Amazon, DISH, multiplayer online gaming, Fortnite, network, Verizon, T-Mobile, Orange,
0:25: The latest update on the broadband infrastructure plans. 1:43: Broadband infrastructure - fiber’s challenges and satellite’s challenges. 4:56: There seem to be lots of delays in a number of key policy-creating agencies. What could be causing the delays? 9:04: The first bill the new House passed was Title II Net Neutrality. 10:11: 3.45 Auction is coming up in October - what we can we expect? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, broadband infrastructure, FTC, Lina Khan, FCC, Jessica Rosenworcel, regulations, public policy, DOJ antitrust, DOJ, Facebook, Net Neutrality, Sprint, T-Mobile, DISH
0:26: The CFOs from all three national carriers talked at the Credit Suisse Communications Conference last week. What did Pascal Desroches of AT&T have to say at the conference? 3:40: AT&T has renewed their focus on growing organically as opposed to gobbling up other companies. 7:10: AT&T continues to talk about record-low churn. 7:50: Peter Osvaldik, of T-Mobile, talked about the merger’s progress - and how they are accomplishing it ahead of schedule. 13:00: T-Mobile plans to decommission 35,000 macro sites. 13:48: T-Mobile has three big expansion targets but they haven't yet reported progress against those goals
This week, analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with a special guest - Andre Fuetsch, EVP and Chief Technology Officer at AT&T. 0:24: Andre shares AT&T’s perspective on ORAN. 3:43: Where Andre sees OpenRAN making its entry into AT&T. 6:46: How AT&T is planning a phased approach to OpenRan deployment. 8:50: How ORAN works with the move to standalone 5G network. 12:36: Other factors playing into AT&T’s delivery of OpenRAN.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Andre Fuetsch, AT&T, ORAN, 5G, open source,
0:26: Verizon announced a shift in their offer strategy - what that looks like and why. 2:28: Which plans qualify for the incentives. 3:43: The industry as a whole is doing better than anyone thought. 5:56: Verizon has traditionally used content to pull in customers, what’s really happening with Fios and Disney+? 10:25: Comparing the new plans with the older plans. 11:38: Now that AT&T and Verizon are offering aggressive plans - will T-Mobile follow suit? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, economy, rebound, Uverse, DirecTV, AT&T, Charter, Comcast, Disney+, Netflix, T-Mobile,
0:26: The Whitehouse released a fact sheet with what they want to see come out of an infrastructure bill. A brief history from then until now. 2:07: Why the fact sheet is antagonistic towardss the private companies in the broadband space. 4:07: The second proposal that the Whitehouse and Democrats want. 5:36: What FCC Commissioner Carr had to say about all this. 6:24: Should those who benefit from the internet contribute toward universal broadband? 7:30: What needs to happen for any of this to move forward? 9:22: Is there a way around the objections? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, broadband, fiber, rural, private investment, progressive Democrats, fixed wireless, government, Title II, Silicon Valley, innovation, Commissioner Brendan Carr, Google, Netflix, Amazon, net neutrality,
0:25: BIG NEWS: AT&T is merging Warner Media with Discovery. What does this mean for both companies? 3:44: The investment community was worried about AT&T’s acquisition - but no one has made a peep about Discovery. There will be winners and losers in this streaming war. 5:05: What’s happening to AT&T’s adtech units? 6:55: Deutsche Telecom wants to own more of T-Mobile - what could that look like? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, 5G, fiber, c-band, AT&T, Warner Media, Discovery, HBO PLUS, HBO MAX, streaming, T-Mobile, Deutsche Telecom,
0:25: Eric shares about Airspan and their role in wireless infrastructure. 1:33: OpenRAN - where Eric sees it heading and how Airspan bridges the gaps. 6:36: Eric discusses 5G and the 5700 in the CBRS band. 8:53: DAS versus Neutral Host. 10:35: Airspan has recently announced they are going public. Why now?
Follow along with Airspan’s innovations on their https://www.airspan.com/ (website).
Airspan, Eric Stonestrom, OpenRAN, 5G, MIMO, CBRS, CBand, telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics
0:25: T-Mobile reported their Q1 earnings - what the numbers looked like. 2:16: Looks like the stimulus held off prepaid growth - that has affected T-Mobile’s numbers. 4:27: How did the acquisition of Sprint affect their numbers? 5:26: What their Enterprise Market penetration looks like. 6:14: Statistics for several areas of interest were missing from this report. 8:09: There’s a showdown coming - what could that look like? 10:00: AT&T is no longer playing defense - the carriers are likely to become more aggressive with deals as the year moves along. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, prepaid cellular, postpaid cellular, Q1, Mike Sievert, iPhone, T-Mobile, AT&T
0:28: Q1 Earnings announcements from Comcast, Charter, and DISH. What the numbers mean. 2:42: Comcast changed their pricing structure. 4:21: Altice is trying to be defensive with their pricing structure. 4:49: How Charter and Comcast are positioning themselves with their CBRS purchases. 6:04: DISH is struggling to keep up with the post-pandemic economy. 7:07: Historically what’s happened in prepaid vs postpaid cellular plans in recessions. And how that’s affecting DISH. 10:33: Google, Apple, and Facebook released their revenue numbers this week too. 11:22: The chip shortage - what’s happening with that? 12:36: What does the drought in Taiwan have to do with the chip shortage? 13:26: Big Tech is posting big increases while under scrutiny for antitrust. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Comcast, Charter, DISH, Altice, Q1, earnings reports, chip shortage, Google, Facebook, Apple, Epic,
0:25: Verizon announced their Q1 earnings this week. 2:02: Verizon Media had their second consecutive quarter of growth. 3:18: Is Verizon’s strategy a good one? 5:25: How the death of cookies might impact Verizon. 6:28: Verizon wants to grow the value of the accounts they have. 7:11: Verizon is proud of their content distribution - is that a wise idea or not? 10:17: A summary of AT&T’s Q1 earnings. 13:49: AT&T’s practices have stopped their churn. 15:24: AT&T is walking a fine line of consumers being on their contracts too long - will that come back to bite them? 18:55: Speculations about T-Mobile’s Q1 announcement and how that could stack up against AT&T and Verizon. telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, prepaid, T-Mobile,
0:25: Verizon spent more than any other carrier - most on the A-Block. Adam outlines what they will be doing with it. 2:33: Verizon has already made some announcements with the tower system that will accelerate the buildout. 3:33: Can Verizon use the same equipment for C-Band and CBRS spectrum? 6:19: Propagation characteristics of higher frequency spectrum - Adam shares how Verizon is solving for in-building penetration. 8:34: Where does C-Band fit into plans for wireless home internet? 11:25: Why spectrum depth in rural markets is important. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Adam Koeppe, Verizon, fixed wireless, C-Band, 5G, 4G, mobile
0:25:The Biden Administration released an infrastructure proposal and includes a plan to close the broadband gap - what that looks like. 2:16: Why many Democrats on the hill are excited by this announcement. 2:50: Which talking points are causing alarm and why. 5:07: How moderate Democrats may react to this legislation. 6:44: The Whitehouse isn’t getting too specific on things such as price control. 8:13: Recon Analytics just did a survey and recently released results on how to close the broadband gap. 9:09: Examining how we can fund these subsidies. 10:53: These are bi-partisan and cross-industry issues - where should subsidies be directed? 13:14: What does Agriculture have to do with broadband? 15:05: We need better strategy over how money is spent - could we possibly see a new department created? 16:50: When to expect details to emerge on the Biden Plan? 20:36: Who are the key players on Capitol Hill? 23:15: How the internet service providers could impact the legislation.
Follow John’s work at POLITICO: https://www.politico.com/staff/john-hendel (https://www.politico.com/staff/john-hendel)
0:26: T-Mobile has made the news headlines recently for retiring T-Vision after rolling it out just 5 months ago! The problems that have likely contributed to this decision. 4:00: Google is T-Mobile’s new RCS provider - what that looks like. 6:30: How the carriers could monetize RCS. 8:37: What was the one thing missing from T-Mobile’s announcement that the world has been waiting for? 10:34: Apple has their own proprietary messaging standard, will they choose to play nice with the other tech giants? 12:05: T-Mobile recently changed their privacy changes from “opt-in” to “opt-out”. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, T-Vision, content, complaints, Hollywood, Google, Netflix, Verizon, DirecTV, RCS, AT&T, Rakuten, Sprint, ecommerce, advertising, cross-carrier RCS,
0:29: Roger defines network slicing and its main differences from Private Networks. 2:30: Benefits of Network Slicing. 4:11: You can buy a slice of network - what does that look like? 8:16: Industrial use cases and how network slicing fits. 12:30: Other use cases for slices of network - drones and gaming.
0:26: What are the challenges around broadband access - especially for low income, rural, and POC. Why this is an urgent issue. 3:33: An examination of the trends in broadband access. 5:00: Dr. Lee shares her story about how she served those excluded from broadband access. 9:59: The reasons that people aren’t connected. 11:43: How a national program could help solve those problems. 12:26: How remote learning will affect African American and Latino students - but there’s a light at the end of the tunnel. 14:40: A discussion around expanding the funding formula. 17:17: It’s time to rethink where the money sits. 19:24: The No Child Left Offline initiative - what is it and what could it do?
Learn more about Dr. Lee here: https://www.drnicolspeaks.com/ (https://www.drnicolspeaks.com/) Follow Dr. Lee on twitter @drturnerlee
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Dr. Nicol Turner Lee, TechTank, Center for Technology Innovation, Brookings Institute, Tech New Deal, FCC, Federal Communications Center, pandemic, COVID, COVID-19, coronavirus, urban, rural, adoption utilization, economic opportunities, workforce opportunities, President Biden, machine learning algorithms, remote learning, American Dream, universal services contract, broadband insecurity,
0:26: Drew shares about the big winners from the C-Band Auction. 1:14: What happened with DISH? 2:10: Cable walked away. 3:33: How will the national carriers pay for their winnings at the auction? 4:43: How network quality affects the networks and the big question about building out the networks. 7:30: Verizon has done a lot of upgrading already - including radios which are compatible with its A-block spectrum 9:00: How well does 3.5Ghz spectrum penetrate walls and into buildings? 10:44: C-Band winners are facing a significant build out in order to use the spectrum indoors. 11:57: What is the comparison between what’s happening in Asia and European markets and the C-Band Auction? 14:27: Predictions about what c-band spend will mean for future auctions. Follow Drew Fitzgerald here: https://www.wsj.com/news/author/drew-fitzgerald
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Drew Fitzgerald, Wall Street Journal, Verizon, AT&T, T-Mobile, tech, C-Band Auction, cable, DISH, CBRS, Charlie Ergen, virtualized RAN, Open RAN, PCS spectrum,
0:26: What can be learned from the change in leadership, and subsequent strategy changes, at the top three mobile carriers? 4:24: Since T-Mobile has snapped up a large share of the “low hanging fruit” from other carriers, how their strategy seems to be changing. 5:50: T-Mobile and rural America - how will T-Mobile grow beyond their traditional footprint? 7:20: All of the top talent working at the companies know each other and have often worked together at other companies. 8:24: Comparing Verizon under Hans Vestberg to Verizon under his predecessors. 12:40: Verizon is betting on content - a wise bet or not? 16:00: Comparing AT&T under John Stankey to AT&T under his predecessors. 17:51: How AT&T reacted and pivoted after Sprint was acquired and no longer the “low rung of the carrier ladder”. 20:09: How low cost of capital has impacted the wireless carriers. Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T- Mobile, AT&T, Verizon, leadership, Mike Sievert, Q4, net adds, ARPU, ARPA, strategy, rural expansion, Hans Vestberg, 5G, COVID-19, COVID, Coronavirus, John Stankey
0:25: DISH just released their 4th Quarter numbers which closes out the prepaid carriers. 2:30: It seems that COVID-19 is no longer negatively affecting the wireless market. 3:08: Was it a good business move for Verizon to buy Tracfone in the current market? 4:07: Tracfone is going through a transformation. 5:10: DISH announced some interesting things about the Sprint CDMA network. Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, prepaid, Q4, DISH, T-Mobile, US Cellular, Tracfone, Boost, net adds, stimulus, GDP, Verizon, cellular, postpaid, StraightTalk, recession
1:02: Discussion of an article by Mike Dano that outlines an innovative plan to use their spectrum acquisition. 2:14: The secondary market for spectrum is alive and well. 3:35: San Diego Gas & Electric now owns both 900MHz and CBRS spectrum - what can be done with these frequencies? 4:45: What Southern California Edison will likely do with their priority access license. 6:17: Nokia recently predicted that the private wireless market will eventually be double the commercial market. https://www.lightreading.com/security/why-anterix-sdgande-private-wireless-deal-is-raising-eyebrows/d/d-id/767424
Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, CBRS, auction, utility companies, Southern California Edison, San Diego Gas & Electric, Alabama Power, Mike Dano, Light Reading, innovation, public safety, Nokia, cabling,
Special Guest Mike Dano talks with Roger and Don about the state of OpenRan. 0:47: Mike shares his broad assessment of the state of Open RAN. 2:04: Political implications of Open RAN in the U.S. 3:59: How is Rakuten in Japan fairing with Open RAN? 4:45: AT&T and other big U.S. carriers could be taking advantage of Open RAN. 5:25: The state of Open RAN in India and the U.K. 6:58: Open RAN and security. 9:45: The differences between Open RAN and Open Source. 10:24: Does Open RAN simplify operations? 12:06: What might need to change in Open RAN in order for major carriers in the U.S. to move forward with it. 14:45: A discussion about Huawei and what happens when the small fish becomes the big fish in the pond. Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Mike Dano, Light Reading, Open RAN, network design, network construction, AT&T, Verizon, FPN, Rakuten, DISH Network, Jio, Vodafone, ORAN Alliance, Docomo, security, SDN, Full stack, 4G, 5G, Onap, software defined networking, C-Band, Huawei,
0:27: T-Mobile released their Q4 2020 Earnings Report, it was a strong quarter. 1:53: Contrasting T-Mobile with Verizon and AT&T. 3:45: Impacts of a muted churn enviornment. 4:20: T-Mobile’s secret to success. 5:06: Will gross adds bounce back? 6:05: T-Mobile keeps talking about how much of an advantage the network that they are deploying will be. How will this impact rural America? 10:54: T-Mobile is piloting wireless 5G broadband. That will position them to compete with smaller cable providers.
Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, churn, Sprint, Q4 2020, AT&T, Verizon, postpaid, TracFone, low band, mid band, rural, iPhone, 5G, Comcast,
0:26: It’s earnings season! Verizon’s numbers for the last quarter shows they are struggling to attract customers. What has been working for them and what hasn’t? 5:09: Verizon talked about their 5G sites and their 5G plans for 2021. 6:25: Comparing AT&T’s numbers with Verizon’s - is it better to have more net adds or better profitability? 7:48: Apple has reported an incredible 4th Quarter; a lot from overseas customers. 8:56: AT&T and Verizon didn’t have a problem with offering devices that no one wanted to buy - let’s compare their strategies. 9:22: Stores are closed for all companies, but COVID cannot be blamed for Verizon’s numbers. 10:52: Is there a difference between operational metrics and financial metrics? 12:50: AT&T talked about their fiber - it’s a multi-use network. 14:47: Comcast released their numbers and have renegotiated their contract with Verizon which is good for them but not so much for Verizon. Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, Comcast, 5G, C-Band, Ultra Wideband, COVID, COVID-19, Coronavirus, T-Mobile, Bell South, DirecTV, Warner Media, Hollywood, fiber optic cable, Tracfone, StraightTalk,
0:27: A brief history and discussion of what Nvidia and ARM, who are trying to merge, do within the world of technology and AI. 4:55: Business model differences between ARM and Nvidia. 6:02: Where does AI take place and what happens to creativity and competitive innovation when they merge? 7:21: The global hurdles to jump in order to complete the merger. 11:27: What needs to happen specifically in the United States before this merger is approved and a possible timeline of how long it may take to be reviewed. Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Nvidia, Arm, merger, parallel processing, graphics card, drivers, AI, AI hardware, Google, Facebook, antitrust, technology, processing,
0:27: The C-Band Auction is wrapping up, Stocks for AT&T and Verizon are down; more than $80B has been spent. 2:11: A comparison between European telecom auctions and the US 3:30: What happens when you don’t buy spectrum that you actually need? 5:30: AT&T and Verizon need to get more spectrum to continue to compete with T-Mobile, especially since wireless is the core revenue-generator of their businesses. 7:44: Low interest rates are playing a factor in the amount that AT&T and Verizon can spend. 10:00: How the Spectrum Screen Ruling could affect mergers and acquisitions in the future and how it didn’t play into T-Mobile acquiring Sprint. 13:51: When the Auction ends, where will the $80B be coming from? Which carriers will come out as winners?
Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, AT&T, Verizon, 3G, 4G, 5G, 6G, C-Band, C-Band Auction, proceeds, revenue, T-Mobile, Warner Media, wireless, Charter, Comcast, CBRS,
0:27: The Citi Telecom, Media & Technology Conference was last week and all three major carriers were there. 0:47: T-Mobile pre-released their results and had some interesting highlights. 7:05: The economics of adding media to phone plans: Verizon vs T-Mobile’s approach. 9:05: How strong is Verizon’s business sector? 10:15: AT&T’s John Stephens on AT&T’s core businesses 12:15: In January, T-Mobile quietly announced that it had acquired 14,000 customers in South Dakota and Iowa. What could that possibly mean for the midwest and affiliate buyouts? Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Citi, Citi Telecom Media & Technology Conference, T-Mobile, rural, city, urban, 5G, Verizon, AT&T, micro-verticals, affiliate buyouts,
0:30: Revisiting C-Band Auction after 45 rounds. 2:00: Bidding in A block vs BC blocks. 4:20: High demand continues for smaller markets. 5:55: Top 3 markets didn’t have the same premium as in previous auctions. 6:40: How long will we need to wait to find out who won the bidding?
0:27: Introduction to wireless network prioritization and management 1:34: The different categories of signals sent through the network are identified and explained. 2:53: When does the prioritization make a difference to the consumer? 9:25: Examples of how private networks will add flexibility with 5G networks.
0:27: On December 16th, ten states filed an antitrust lawsuit against Google. 3:18: Google allegedly worked behind the scenes with Facebook to manipulate bidding. 4:20: Facebook was required to release emails to the states regarding Google. 7:00: Google made themself the middle-man in the name of “privacy”. 8:32: Apple outed all the data collection that Facebook does on iPhones. 9:37: Asymmetric Competition - defined. 10:38: Apple has its own worries about antitrust with its App Store. 11:30: These companies are the biggest companies on Wall Street; what could happen if they are hurt too badly?
0:27: The Rural Digital Opportunity Fund (RDoF) Auction just concluded. Who were the winners? 1:40: LTD’s services areas. 2:20: Charter's plan to use CBRS spectrum for RDoF. 3:13: Space-X’s win. 3:36: Rural Electric Cooperative Consortium’s position in the market. 5:15: What the requirements are for these companies to get this money. 6:45: The C-Band Auction has begun; what the early bidding is telling us.
0:26: The Chairman of the FCC, Ajit Pai, has announced his resignation. 1:20: Chairman Pai’s Infrastructure Order and how it reduced restrictions on municipally owned infrastructure. 3:10: Spectrum auctions under Pai’s leadership. 5:14: Chairman Pai’s most controversial accomplishment: the repeal of the Title 2 Net Neutrality. 6:32: Speculations about what the new administration will do regarding Net Neutrality. 7:40: Approval of the merger between Sprint and T-Mobile, a brief history of it, and what that merger has meant for the telecom industry landscape. 11:00: DISH enters wireless through spectrum purchases and the purchase of Boost.
Analysts Don Kellogg and Roger Entner welcome special guest Dominique Lazanski to the show to discuss internet standards and big tech. 0:45: The distinction between the application and network layer and how network protocols can be influenced by large tech companies. 2:00: Dominique shares insights from her work on protocols co-authored with Mark McFadden. 3:58: Discussion about DNS over HTTPS. 6:30: The conflation between encryption and privacy. 7:09: DNS over HTTPS can disable content filters and why this is potentially harmful. 8:45: Can the information collected by the DNS servers be used to profit off web activity of everyday consumers? 10:00: The death of the cookie and its implications. 10:40: How individuals and organizations can influence development of internet protocols. 13:01: How Internet governing bodies manage individual/corporate influence over particular standards. 16:08: The amount of governmental oversight or policy-makers involved in the standard-making. Dominique's Website: https://lplltd.com/
0:27: Possible changes to regulatory bodies if Joe Biden becomes president. 3:51: Policy changes that are likely under a Biden/Democrat-controlled FCC. 5:50: Expansion of rural broadband access and internet subsidy programs. 8:46: A quick history of Lifeline and where it could be going. 10:10: Other things to be aware of in the transition from the Trump Administration to the Biden Administration.
0:28: T-Mobile announces Q3 numbers. 2:43: Project 10 Million in a nutshell. 3:53: Are Sprint customers leaving after T-Mobile’s acquisition? 4:27: T-Mobile's TVision. 6:14: Breakdown of DISH’s earnings call. 7:59: Description of and discussion of network slicing. 9:10: AT&T’s unique approach to education and how it’s unique among the carriers. T-Mobile’s Earnings Report can be found here: https://investor.t-mobile.com/financial-performance/quarterly-results/default.aspx (https://investor.t-mobile.com/financial-performance/quarterly-results/default.aspx)
0:30: Vodafone announced its frontrunners in regard to OpenRAN. 2:20: AT&T and the benefits of OpenRAN. 5:30: New players in the wireless network Ecosphere and what that means for small and large companies.
0:30: T-Mobile’s Un-carrier announcement. 3:13: TVision in a nutshell. 5:00: Discussion about content creators versus distributors and how they work. 8:45: Comcast’s revenues shift from linear TV to broadband. 11:30: T-Mobile’s aspirations to compete with the MSOs.
0:30: News from Verizon: their quarterly earnings report is out. 3:55: CBRS Band and the difference between 4G & 5G. 5:00: Discussion of dynamic spectrum. 6:35: News from AT&T: their quarterly earnings report is out. 9:14: AT&T’s market strategy with iPhone 12. 11:35: Discussion of AT&T’s debt refinancing 13:39: AT&T’s multi-purpose fiber runs. Verizon’s report: https://www.verizon.com/about/investors (https://www.verizon.com/about/investors) AT&T’s report: https://investors.att.com/financial-reports/quarterly-earnings/2020 (https://investors.att.com/financial-reports/quarterly-earnings/2020)
0:30: News from Apple: Four new iPhone models and how they will perform on 5G networks. 2:20: Verizon’s usage scenario for their 5G network & spectrum. 4:50: Millimeter wave discussion. 5:20: Analysis of AT&T’s spectrum position. 5:50: Analysis of T-Mobile’s spectrum position. 7:00: Innovation of new apps. 7:55: Price & offer comparison of Apple’s new devices between carriers. 11:40: Is this a super-cycle phone?
0:30: House Judiciary Committee Report on Competition in the digital markets. 4:38: Defining “the market”. 6:17: The level of fear the companies instilled in partners/companies. 7:18: Epic versus Apple. 8:00: Fair compensation. 8:54: What possible actions and their results that could be coming as a result of this report in the United States and abroad. Full Report: https://fm.cnbc.com/applications/cnbc.com/resources/editorialfiles/2020/10/06/investigation_of_competition_in_digital_markets_majority_staff_report_and_recommendations.pdf Minority Response to the Report https://buck.house.gov/sites/buck.house.gov/files/wysiwyg_uploaded/Buck%20Report.pdf
0:30: Differences between software-defined networking and traditional wireless networking. 2:40: Rakuten Mobile in Japan launched a software-defined 5G network, what this means for Rakuten. 3:50: How the different components are being assembled for Rakuten and how they are being orchestrated. 7:40 Implications of software-defined networks for U.S. companies.
Episode 2Don Kellogg and Roger Entner discuss the telecom news of the week. 0:30: Department of Defense RFI for 5G spectrum. 4:50: T-Mobile Launches 5G Standalone. 7:55: Verizon & AT&T complain to the FCC about T-Mobile's spectrum holdings in low & mid-band. DoD RFI we mention in the opening section: https://beta.sam.gov/opp/4851a65e2b2d4d73865a0e9865b0c28a/view (https://beta.sam.gov/opp/4851a65e2b2d4d73865a0e9865b0c28a/view)
Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, 5G, radar, mobile communications
This week Roger and Don discuss Verizon's acquisition of Tracfone, NVidia's ARM merger and AT&T CEO John Stankey's op-ed on expanding rural broadband.