The Week with Roger

This Week: AT&T’s OneConnect Plan

Mon, 06 Apr 2026 00:00:00 -0400

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

This Week: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide

Mon, 30 Mar 2026 00:00:00 -0400

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

This Week: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands

Mon, 23 Mar 2026 00:00:00 -0400

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

This Week: Recon Analytics Acquires Atom Insights adding Device Data dimension

Mon, 16 Mar 2026 00:00:00 -0400

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

This Week: AI, 6G, and Satellites- What Really Mattered at Mobile World Congress

Sun, 08 Mar 2026 00:00:00 -0400

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

This Week: Fiber, Phones, and Farewells: The Reshaping of Telecom's Landscape

Sun, 01 Mar 2026 00:15:00 -0400

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

This Week: It’s Not Complicated More Transparency Is Better. AT&T vs T-Mobile

Mon, 23 Feb 2026 00:00:00 -0400

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

This Week: T-Mobile - AI, Live Translation, and Key CMD Takeaways

Mon, 16 Feb 2026 00:00:00 -0400

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

This Week: Verizon Consumer's Shakeup and the Search for a New Leader

Mon, 09 Feb 2026 00:00:00 -0400

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

This Week: Q4 '25 Earnings - AT&T, Verizon, Comcast, & Charter - Convergence Takes Center Stage

Mon, 02 Feb 2026 00:00:00 -0400

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

This Week: Comcast’s Xfinity Membership and the True Nature of Rewards Programs

Mon, 26 Jan 2026 00:00:00 -0400

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

This Week: Verizon — Two Major Wins and One Temporary Setback

Mon, 19 Jan 2026 00:00:00 -0400

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

This Week: T-Mobile’s Better Value Plan & Who Loyalty Plans Really Target

Mon, 12 Jan 2026 00:00:00 -0400

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

This Week: The Anxiety Premium and the US Device Insurance Market

Mon, 05 Jan 2026 00:15:00 -0400

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

This Week: Genius Myopia - Why Smarter Models Aren't Enough

Mon, 29 Dec 2025 00:00:00 -0400

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

This Week: Christmas Episode - A Spirited Discussion on Wireless Industry Economics with Peter Adderton and Ronan Dunne

Mon, 22 Dec 2025 00:15:00 -0400

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

This Week: Super Owner Economics - Comcast & Charter’s Network Jiu-Jitsu

Mon, 15 Dec 2025 00:00:00 -0400

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

This Week: Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing

Mon, 08 Dec 2025 00:00:00 -0400

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

This Week: A New C-Band Auction & What It Means for Wireless and Satellite

Mon, 01 Dec 2025 00:00:00 -0400

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

This Week: Vegas Baby! T-Mobile Easy to Switch Un-carrier Event

Mon, 24 Nov 2025 00:15:00 -0400

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

This Week: Verizon’s Cost-Cutting Drive - A Difficult Step to Ignite Growth in 2026

Mon, 17 Nov 2025 00:00:00 -0400

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

This Week: EchoStar’s AWS-3 Deal with SpaceX & T-Mobile’s Text-to-911 Move

Mon, 10 Nov 2025 00:00:00 -0400

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

This Week: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children

Mon, 03 Nov 2025 00:00:00 -0400

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

This Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results

Mon, 27 Oct 2025 00:00:00 -0400

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

This Week: Change is Afoot- All About Verizon's New CEO Dan Schulman

Sun, 19 Oct 2025 00:15:00 -0400

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

This Week: ZTE’s Analyst Summit - AI, 6G, and Global Network Innovation

Mon, 13 Oct 2025 00:00:00 -0400

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

This Week: Honoring Pioneers at the 2025 Wireless Hall of Fame Induction

Mon, 06 Oct 2025 00:00:00 -0400

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

This Week: T-Mobile’s New CEO Srini Gopalan and What to Expect Next

Mon, 29 Sep 2025 00:00:00 -0400

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

This Week: Inside Ericsson’s Enterprise Push and AI-Driven 5G Solutions

Mon, 22 Sep 2025 00:00:00 -0400

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

This Week: SpaceX’s Spectrum Deal, EchoStar’s Exit, and the Future of Satellite Wireless with Tim Farrar

Mon, 15 Sep 2025 00:00:00 -0400

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

This Week: Echostar's Spectrum Sale and the Road Forward

Mon, 08 Sep 2025 00:00:00 -0400

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

This Week: T-Mobile’s Business Push, Technology Advantages, and 5G Slicing with Daryl Schoolar

Mon, 01 Sep 2025 00:00:00 -0400

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

This Week: Cricket President Angela Rittgers on the Company's Growth Strategy & Prepaid-Postpaid Convergence

Mon, 25 Aug 2025 00:00:00 -0400

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

This Week: Deutsche Telekom's New AI Phone & the Future of AI-Device Integration

Mon, 18 Aug 2025 00:00:00 -0400

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

This Week: AT&T’s Customer-First Strategy with Jenifer Robertson

Mon, 11 Aug 2025 00:00:00 -0400

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

This Week: Q2 '25 Earnings from Cable Giants Charter and Comcast

Mon, 04 Aug 2025 00:00:00 -0400

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

This Week: Q2 '25 Earnings & T-Mobile's Deal with Comcast & Charter

Mon, 28 Jul 2025 00:00:00 -0400

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

This Week: MobileX & Boost - Golden Hand Shackles or a Golden Opportunity?

Mon, 21 Jul 2025 00:00:00 -0400

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

This Week: US Cellular's Final Chapter & the Impending Rural Telecom Consolidation Wave

Mon, 14 Jul 2025 00:15:00 -0400

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

This Week: Innovating Fixed Wireless Services for Enterprises with Eric Watko, CEO of BroadbandOne

Mon, 07 Jul 2025 00:15:00 -0400

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

This Week: Elevating Customer Service, Rewards, and Loyalty with Verizon Consumer Group CEO, Sowmyanarayan Sampath

Mon, 30 Jun 2025 00:15:00 -0400

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

This Week: Titans of Prepaid with MobileX's Peter Adderton

Mon, 23 Jun 2025 00:15:00 -0400

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

This Week: Discussing the Future of the CBRS Band with Federated Wireless CEO, Iyad Tarazi

Mon, 16 Jun 2025 00:15:00 -0400

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

This Week: Recent Regulatory Changes & Recon launches Spanish-Language Telecom Insights Service

Mon, 09 Jun 2025 00:15:00 -0400

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

This Week: Takeaways from the Latest Telecom Investor Conferences

Mon, 02 Jun 2025 00:15:00 -0400

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

This Week: Catching up with CellSite Solutions CEO, Jim Patterson

Mon, 26 May 2025 00:15:00 -0400

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

This Week: The New Spectrum Pipeline Proposal & Charter's Acquisition of Cox

Mon, 19 May 2025 00:15:00 -0400

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

This Week: What a Recession Would Look Like for Telecom & European Cautionary Tales

Mon, 12 May 2025 00:15:00 -0400

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

This Week: T-Mobile Experience and Beyond - The Not-So-Un-Carrier's New Plans

Mon, 05 May 2025 00:15:00 -0400

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

This Week: Q1 Earnings Recap and Looming Tariffs

Mon, 28 Apr 2025 00:15:00 -0400

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

This Week: Comcast's New Price Plan and Use Cases for Starlink

Mon, 21 Apr 2025 00:15:00 -0400

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

This Week: Sunshine and Roses in Telecom-land

Mon, 14 Apr 2025 00:15:00 -0400

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

This Week: Innovations for First Responders with the Vice President of Verizon Frontline, Cory Davis

Mon, 07 Apr 2025 09:00:00 -0400

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

This Week: Innovating MVNO Creation with Hermann Frank, CEO of Gigs

Mon, 31 Mar 2025 00:15:00 -0400

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

This Week: Crown Castle, Zayo, Grain Management, Recession Fears, and Handset Trends

Mon, 24 Mar 2025 00:15:00 -0400

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

This Week: Connecting First Responders with FirstNet President Scott Agnew

Mon, 17 Mar 2025 00:15:00 -0400

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

This Week: T-Priority & the BEAD Program

Mon, 10 Mar 2025 00:15:00 -0400

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

This Week: The Future of Large-Scale Data Infrastructure with Zayo's Bill Long

Mon, 03 Mar 2025 00:15:00 -0400

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

This Week: Origins of Prepaid and Lessons from Former Tracfone CMO, Robert Dandrea

Mon, 24 Feb 2025 00:15:00 -0400

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

This Week: The Video Conferencing "Eye Contact Problem" with Casablanca.ai Founder Carsten Kraus

Tue, 18 Feb 2025 08:45:00 -0400

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

This Week: Verizon's Consumer Connections Report with Consumer Group CEO Sampath

Mon, 10 Feb 2025 00:15:00 -0400

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

This Week: Q4 '24 Earnings Recap, Changes at the FCC

Mon, 03 Feb 2025 00:15:00 -0400

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

This Week: Consumer Perception vs. Reality in Wireless

Mon, 27 Jan 2025 00:15:00 -0400

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

This Week: AI's Impact on Data Storage with Mitch Klaassen

Mon, 20 Jan 2025 00:15:00 -0400

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

This Week: Will AT&T's Guarantee Change the Game?

Mon, 13 Jan 2025 00:15:00 -0400

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

This Week: The Future of Cloud and AI with Brandon Larson of Mavenir

Mon, 06 Jan 2025 00:15:00 -0400

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

This Week: 2024 Year in Review & The Year Ahead

Mon, 30 Dec 2024 00:15:00 -0400

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

This Week: The Origins of the Verizon Credo with Jim Gerace

Mon, 23 Dec 2024 00:15:00 -0400

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

This Week: Titans of Prepaid with Mint Mobile's Aron North

Sun, 15 Dec 2024 00:15:00 -0400

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

This Week: AT&T Analyst & Investor Day

Mon, 09 Dec 2024 00:15:00 -0400

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

This Week: The Dish/TPG Deal Falls Through, T-Mobile Bids on BEAD

Mon, 02 Dec 2024 00:15:00 -0400

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

This Week: Titans of Prepaid with Nancy Clark of Verizon Value

Mon, 25 Nov 2024 00:15:00 -0400

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

Ep 218: Q3 Earnings Recap

Mon, 18 Nov 2024 00:15:00 -0400

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

This Week: ZTE's Perspective on 5G Across the Globe with Daryl Schoolar

Mon, 11 Nov 2024 00:15:00 -0400

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

This Week: AI's Impact on Telecom Customer Service wth Anthony Goonetilleke of Amdocs

Mon, 04 Nov 2024 00:15:00 -0400

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

This Week: Verizon Q3 Earnings, Sell Side Analyst Day

Mon, 28 Oct 2024 00:15:00 -0400

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

This Week: Verizon Spends $1B on Spectrum from US Cellular

Mon, 21 Oct 2024 00:15:00 -0400

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

This Week: CBRS and Mid-Band: What is the Optimal Solution?

Mon, 14 Oct 2024 00:15:00 -0400

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

This Week: The next chapter for Dish?

Mon, 07 Oct 2024 00:15:00 -0400

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

This Week: Another Lifeline for Dish

Mon, 30 Sep 2024 00:15:00 -0400

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

This Week: The Road Ahead for T-Mobile

Mon, 23 Sep 2024 00:15:00 -0400

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

This Week: Cell Sites in Space - Live from Cape Canaveral with Chris Sambar of AT&T

Mon, 16 Sep 2024 00:15:00 -0400

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

This Week: Verizon Innovates in Satellite Comms with Srini Kalapala

Mon, 09 Sep 2024 00:15:00 -0400

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

This Week: The Value Segment Heats Up

Mon, 02 Sep 2024 00:15:00 -0400

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

This Week: Pulling Back the Curtain on Mint Mobile

Mon, 26 Aug 2024 00:15:00 -0400

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

This Week: Earnings Wrapup, Pixel Review Controversy, Industry Exec Updates

Mon, 19 Aug 2024 00:15:00 -0400

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

This Week: Disruption and the War between Cable and Wireless

Mon, 12 Aug 2024 00:15:00 -0400

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

This Week: All about Starlink

Mon, 05 Aug 2024 00:15:00 -0400

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

This Week: Earnings from AT&T, Charter, Comcast & Verizon

Mon, 29 Jul 2024 00:15:00 -0400

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

This Week: Will the FCC Mandate Handset Unlocks?

Mon, 22 Jul 2024 00:15:00 -0400

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

This Week: What will Become of T-Mobile's 800 MHz Spectrum?

Mon, 15 Jul 2024 00:15:00 -0400

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

This Week: The End of Chevron Defference, What does it mean for Telcom?

Mon, 08 Jul 2024 09:00:00 -0400

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

This Week: Verizon Rebrands: New logo, New plans & Handset deals, Verizon Access and More

Mon, 01 Jul 2024 00:15:00 -0400

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

This Week: Digital Transformation World: from AI to APIs

Mon, 24 Jun 2024 00:15:00 -0400

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

This Week: Microsoft Azure for Operators Shakeup, Carlos Slim buys part of BT

Mon, 17 Jun 2024 00:15:00 -0400

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

This Week: Best Plans for the Best Customers, NVidia Dabbles in OpenRan

Sun, 09 Jun 2024 00:15:00 -0400

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

Note: “Roger erroneously added that OpenRAN efforts only began to stabilize once Dish Network brought on established open RAN vendor Samsung, “which took over a lot of that stack.”” Mavenir continues to play a significant role in Dish’s 5G Open RAN network.

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

This Week: T-Mobile Buys A Portion of US Cellular

Sun, 02 Jun 2024 00:15:00 -0400

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

This Week: 5G Factory Insights with Mitch Klaassen, T-Mobile raises legacy rates, the march towards convergence

Mon, 27 May 2024 00:15:00 -0400

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

This Week: Business Fixed Wireless Trends with Jake Hawkridge

Mon, 20 May 2024 00:15:00 -0400

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

This Week: The State of Broadband with Jonathan Chaplin

Mon, 13 May 2024 00:15:00 -0400

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

This Week: USCC Earnings, Mint Joins the T-Mobile Family

Mon, 06 May 2024 00:15:00 -0400

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

This Week: Q1 '24 Earnings Recap

Mon, 29 Apr 2024 00:15:00 -0400

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

This Week: Data Caps for FWA, Comcast Goes Prepaid

Mon, 22 Apr 2024 00:15:00 -0400

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

Tihs Week: Spectrum Mobile's New Anytime Upgrade Plan, Roger gets stuck in traffic

Mon, 15 Apr 2024 00:15:00 -0400

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

This Week: Here we go again - Net Neutrality is back in the news

Mon, 08 Apr 2024 00:15:00 -0400

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

This Week: Can FWA Help to Bridge the Digital Divide?

Mon, 01 Apr 2024 00:15:00 -0400

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

This Week: Verizon 5G event, Apple Antitrust

Mon, 25 Mar 2024 00:15:00 -0400

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

This Week: Verizon B2B Analyst Event

Sun, 17 Mar 2024 00:15:00 -0400

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

This Week: Dish, USCC & Altice Earnings, T-Mobile turns on more 2.5GHz

Mon, 11 Mar 2024 00:15:00 -0400

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

This Week: Thoughts on Mobile World Congress 2024

Sun, 03 Mar 2024 00:15:00 -0400

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

This Week: AT&T Outage, Dish Reaches 200M with VONR, Does Retail Still Matter?

Sun, 25 Feb 2024 00:15:00 -0400

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

This Week: Comcast Converge

Mon, 19 Feb 2024 00:15:00 -0400

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

This Week: Verizon's Sell Side Analyst Event

Mon, 12 Feb 2024 00:15:00 -0400

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

This Week: Q4 Earnings Recap, Roger Gets a Vision Pro

Mon, 05 Feb 2024 00:15:00 -0400

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

This Week: 12GHz Spectrum Update with Jeff Blum, Chip Pickering and Michael O'Rielly

Sun, 28 Jan 2024 00:15:00 -0400

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

This Week: Tis the Season.... for Price Increases

Mon, 22 Jan 2024 00:15:00 -0400

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

This Week: CES Impressions, Device Retail in Wireless

Mon, 15 Jan 2024 00:15:00 -0400

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

This Week: The Need for Speed - Broadband and Wireless Connections get even Faster

Mon, 08 Jan 2024 00:15:00 -0400

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

This Week: 2023 Telecom Year in Review

Mon, 01 Jan 2024 08:00:00 -0400

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

This Week: Lessons in Leadership from Denny Strigl

Mon, 25 Dec 2023 00:15:00 -0400

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

This Week: All about Broadband and Wireless Net Promoter Score

Mon, 18 Dec 2023 00:15:00 -0400

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

This Week: The State of OpenRAN with Bejoy Pankajakshan of Mavenir

Mon, 11 Dec 2023 00:15:00 -0400

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

This Week: New Spectrum Policy??

Mon, 04 Dec 2023 00:15:00 -0400

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

This Week: Net Neutrality Back in the News

Mon, 27 Nov 2023 00:15:00 -0400

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

This Week: Innovations in Telecom as a Service with Nico Girard of Oxio

Mon, 20 Nov 2023 00:15:00 -0400

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

This Week: The Status of OpenRAN with Alok Shah of Samsung Networks

Mon, 13 Nov 2023 00:15:00 -0400

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

This Week: Cable's Continued Growth in Wireless, Verizon Names a Permanent CFO

Sun, 05 Nov 2023 00:15:00 -0400

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

This Week: Q3 Earnings Spectacular- AT&T, Verizon, T-Mobile, Comcast & Charter

Mon, 30 Oct 2023 00:15:00 -0400

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

This Week: Joe Russo on the Future of Verizon's Network

Mon, 23 Oct 2023 00:15:00 -0400

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

This Week: Impressions of the 5G Americas Event with the Recon Team and Peter Linder of Ericsson

Mon, 16 Oct 2023 00:15:00 -0400

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

This Week: The Future of Distributed Cellular Networks with Frank Mong of Nova Labs

Mon, 09 Oct 2023 00:15:00 -0400

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

This Week: MobileX Launches in Walmart

Mon, 02 Oct 2023 00:15:00 -0400

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

This Week: The Dish 800MHz Spectrum Saga Continues, The First 5G Call from Space, Verizon C-Band Deployment Details

Mon, 25 Sep 2023 00:15:00 -0400

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

This Week: T-Mobile gets more 600 MHz Spectrum

Mon, 18 Sep 2023 00:15:00 -0400

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

This Week: Dish and T-Mobile Disagree Over 14 MHz of Spectrum, Verizon Announces New FWA Plans

Mon, 04 Sep 2023 00:15:00 -0400

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

This Week: The State of Prepaid with John Dwyer of AT&T

Mon, 28 Aug 2023 00:15:00 -0400

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,

This Week: Remaining C-Band Spectrum Clears Early

Mon, 21 Aug 2023 00:15:00 -0400

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,

This Week: Dish and Echostar joining forces, Changes at Rakuten Mobile and the Future of OpenRAN

Mon, 14 Aug 2023 00:15:00 -0400

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,

This Week: US Cellular for Sale?

Mon, 07 Aug 2023 00:15:00 -0400

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,

This Week: Q2 Earnings Bonanza

Mon, 31 Jul 2023 00:15:00 -0400

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,

This Week: Our View into the Streaming Wars

Mon, 24 Jul 2023 00:15:00 -0400

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,

This Week: All About Fixed Wireless Access

Mon, 17 Jul 2023 00:15:00 -0400

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

This Week: Comparing Wireless CEOs - Which Strategies are Working?

Mon, 10 Jul 2023 00:15:00 -0400

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

This Week: More C-Band Mess with the FAA, China Allocates 6 GHz to 5G and 6G

Mon, 03 Jul 2023 00:15:00 -0400

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,

This Week: Owners Economics Across Network Types: MNO, MVNO and Hybrid

Mon, 26 Jun 2023 00:15:00 -0400

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,

This Week: Dish Hits an Important Milestone, but What Does the Future Look Like?

Mon, 19 Jun 2023 00:15:00 -0400

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,

This Week: Apple Vision Pro - Has AR/VR Finally Arrived?

Mon, 12 Jun 2023 00:15:00 -0400

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,

This Week: The Happiest and Unhappiest Broadband Customers

Mon, 05 Jun 2023 00:15:00 -0400

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,

This Week: Why the FCC's Spectrum Authority Matters

Mon, 29 May 2023 00:15:00 -0400

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,

This Week: The Future of Fiber with Gigapower CEO Bill Hogg

Mon, 22 May 2023 00:15:00 -0400

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,

This Week: News from the ConnectX conference, Gigapower deal closes

Mon, 15 May 2023 00:15:00 -0400

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,

This Week: Closing out Q1 Earnings, Mint and the DoJ

Mon, 08 May 2023 00:15:00 -0400

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,

This Week: Q1 Earnings roundup - Verizon, T-Mobile, Comcast & Charter

Mon, 01 May 2023 00:15:00 -0400

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,

This Week: T-Mobile's New Uncarrier Event, AT&T releases Q1 Earnings

Mon, 24 Apr 2023 00:15:00 -0400

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

This Week: Inside Verizon's New Innovation Lab

Mon, 17 Apr 2023 00:15:00 -0400

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,

This Week: Verizon Expands C-Band Coverage; An In-Depth Look at the National Broadband Map

Mon, 10 Apr 2023 00:15:00 -0400

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,

This Week: Connected America Takes Off

Mon, 03 Apr 2023 00:15:00 -0400

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

This Week: Did Huawei and Deutsche Telekom try to evade US Sanctions?

Mon, 27 Mar 2023 09:00:00 -0400

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?

This Week: Mint Sells to T-Mobile

Mon, 20 Mar 2023 00:15:00 -0400

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,

This Week: Value vs Premium Players in Wireless - a Deep Dive on ARPU & ARPA

Mon, 13 Mar 2023 00:15:00 -0400

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

This Week: Another Shakeup at Verizon

Mon, 06 Mar 2023 00:15:00 -0400

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

This Week: Dish Makes Progress, but is it Enough?

Mon, 27 Feb 2023 00:15:00 -0400

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,

This Week: Neville Ray Retires, Xfinity follows Spectrum's Lead

Mon, 20 Feb 2023 00:15:00 -0400

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,

This Week: Changing the MVNO Game with Peter Adderton of MobileX

Mon, 13 Feb 2023 00:15:00 -0400

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,

This Week: Q4 Telecom Earnings in Review

Mon, 06 Feb 2023 00:15:00 -0400

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,

This Week: Driving Growth by Putting Customers at the Center with Jenifer Robertson of AT&T

Mon, 30 Jan 2023 00:15:00 -0400

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

This Week: T-Mobile Hacked.... Again

Mon, 23 Jan 2023 00:15:00 -0400

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

This Week: Leadership Shakeup at Dish, Is Mint Mobile for Sale?

Mon, 16 Jan 2023 00:15:00 -0400

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,

This Week: Carriers Preview '23 Strategy & Q4 results

Mon, 09 Jan 2023 00:15:00 -0400

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,

This Week: 2022 Year in Review & Trends for 2023

Mon, 02 Jan 2023 00:15:00 -0400

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,

This Week: Getting Down to Business- The Wireless B2B Landscape

Mon, 26 Dec 2022 00:15:00 -0400

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,

This Week: Charter Investor Day 2022 Recap - How Cable will Compete with Fiber & FWA

Mon, 19 Dec 2022 00:15:00 -0400

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,

This Week: Leadership Changes in Verizon's Consumer Group

Mon, 12 Dec 2022 00:15:00 -0400

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,

This Week: The Future of Spectrum Licensing with Nick Ludlum

Mon, 05 Dec 2022 00:15:00 -0400

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,

This Week: Will eSIM Increase Wireless Competition?

Mon, 28 Nov 2022 00:15:00 -0400

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,

This Week: Diving Deep into the FCC's New Broadband Maps

Mon, 21 Nov 2022 00:15:00 -0400

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

This Week: How might Electoral Results Impact Tech and Telecom Policy?

Mon, 14 Nov 2022 00:15:00 -0400

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

This Week: Q3 Earnings Roundup- Dish, US Cellular & Altice

Mon, 07 Nov 2022 00:15:00 -0400

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,

This Week: T-Mobile Earnings, FWA Growth and First Responders

Mon, 31 Oct 2022 00:15:00 -0400

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

This Week: A Tale of Two Carriers - Verizon and AT&T Report Q3

Mon, 24 Oct 2022 00:15:00 -0400

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,

This Week: How to Charge for New Business Models in 5G with Marc Price

Mon, 17 Oct 2022 00:15:00 -0400

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,

This Week: How do Wireless Carriers Respond to Hurricanes and other Natural Disasters?

Mon, 10 Oct 2022 00:15:00 -0400

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,

This Week: Live from Mobile World Congress with Mike Dano

Mon, 03 Oct 2022 00:15:00 -0400

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

This Week: Verizon Rolls out a New Prepaid Brand

Mon, 26 Sep 2022 00:15:00 -0400

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,

This Week: Satellite Technology and Phones with Peter Rysavy

Mon, 19 Sep 2022 00:15:00 -0400

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

This Week: iPhone 14 Promotional Environment with Patricio Paucar

Mon, 12 Sep 2022 00:15:00 -0400

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,

This Week: Q2 Predictions Recap, iPhone Launch, Starlink in the News

Mon, 05 Sep 2022 00:15:00 -0400

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,

This Week: The FCC's Spectrum Auction Authority ; Policy Considerations with Jeff Westling

Mon, 29 Aug 2022 00:15:00 -0400

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,

This Week: How Should We Use 12GHz? with Michael O'Rielly

Mon, 22 Aug 2022 00:15:00 -0400

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,

This Week: Impact of Economy on Telecom Industry

Mon, 08 Aug 2022 00:15:00 -0400

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

This Week: Verizon C-Band Update

Mon, 01 Aug 2022 00:15:00 -0400

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

This Week: West Virginia vs EPA - Impact on FCC and Net Neutrality

Mon, 25 Jul 2022 00:15:00 -0400

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

This Week: Verizon Releases a New Value Plan

Mon, 18 Jul 2022 00:15:00 -0400

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,

This Week: Q2 Earnings Crystal Ball - Net Adds, 3G network teardown, FWA and More

Mon, 11 Jul 2022 00:15:00 -0400

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,

This Week: Patents, IP and Telecom

Mon, 04 Jul 2022 00:15:00 -0400

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,

This Week: Getting a BEAD on the New Rules for Broadband Infrastructure Funding

Mon, 27 Jun 2022 00:15:00 -0400

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,

This Week: Dish Hits FCC Deadlines, T-Mobile's New Uncarrier Announcement

Mon, 20 Jun 2022 00:15:00 -0400

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,

This Week: Optical Technology and the Promise of 5G with Raza Khan

Mon, 13 Jun 2022 00:15:00 -0400

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

This Week: Promotional Intensity in Wireless- What should we expect moving forward?

Mon, 06 Jun 2022 00:15:00 -0400

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,

This Week: IoT and WiFi Chip Design with MediaTek

Mon, 30 May 2022 00:15:00 -0400

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