The Week with Roger

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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Iyad Tarazi, Federated Wireless, software, SaaS, cloud, spectrum, CBRS, GAA, Verizon, fixed wireless, network, military, carriers, sharing

Analysts Don Kellogg and Roger Entner discuss policy changes to BEAD and spectrum policy, as well as the launch of Recon's new Spanish-language consumer insights service.00:24 BEAD to become technology agnostic 02:38 Spectrum pipeline changes 04:47 Recon Analytics launches unique Spanish-language product 09:35 Demographic insights for carriers 12:26 Challenges in analytics expansion & episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, BEAD, fiber, FWA, Starlink, spectrum, Spanish, analytics, T-Mobile, NPS, cable, AT&T, Mint, Visible

Analysts Don Kellogg and Roger Entner discuss insights gleaned from the most recent round of investor conferences hosted by the leaders in telecom.00:25 AT&T COO speaks about guarantees 01:40 AT&T's slow path to 5G 04:19 AT&T Business segment seeing improvement 05:24 Verizon CRO talks cable 06:07 FWA & cable 09:07 Sampath on churn and overall strategy 12:10 Prepaid is an industry bright spot 14:21 Verizon's convergence numbers 14:54 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, investor conferences, AT&T, Jeff McElfresh, J.P. Morgan, guarantee, 5G, FWA, Verizon, Frank Boulben, cable, Sowmyanarayan Sampath, fiber, DOCSIS 4.0, Comcast, churn, Frontier, convergence, Dennis Strigl, Lifeline, ACP

Analysts Don Kellogg and Roger Entner are joined by Jim Patterson, CEO of CellSite Solutions, to discuss the company's current infrastructure support business as well as recent prominent mergers and acquisitions in the telecom industry.http://sundaybrief.com00:26 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jim Patterson, CellSite Solutions, data centers, sustainability, merger, M&A, Charter, Cox, cable, AT&T, Lumen, Verizon, T-Mobile, divestiture, fiber, Dycom, Gigapower, BEAD

Analysts Don Kellogg and Roger Entner discuss the new administration's spectrum policy, as well as the details behind Charter's pending purchase of Cox.00:24 Spectrum pipeline proposal may restore FCC authority 04:08 Broadband competition should also benefit 04:56 SpaceX and Dish differ over spectrum use 06:20 Charter's purchase of Cox to shake up cable 09:10 What's in a name? 09:55 Predictions for the new entity 11:54 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, FCC, 5G, 6G, FWA, SpaceX, Dish, AWS-4, Charter, Cox, cable, Liberty, John Malone, Chris Winfrey, Comcast, Altice

Analysts Don Kellogg and Roger Entner discuss the current state of the economy and what it means for wireless and the broader telecom industry.00:24 The current economic situation for wireless 03:47 U.S. vs. European network comparison 06:12 Prepaid may benefit from a recession 10:30 Recessions mainly affect lower income earners 11:56 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, recession, MSO, MobileX, cable, Verizon, inflation, Europe, network, ARPU, net adds, MetroPCS, Lifeline

Analysts Don Kellogg and Roger Entner discuss the features and potential follies of T-Mobile's three new price plans.00:26 T-Mobile's new plans step back from its Un-carrier ethos 04:00 The plans do have some benefits 05:12 Finances are still sound 05:53 Network comes at the expense of value 06:59 A particularly bad time to raise prices? 10:11 Free upgrades aren't exactly free 11:27 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Un-carrier, taxes, 5G, AT&T, Verizon, data, 4K, satellite, network, value, price, churn, upgrades

Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.00:23 Economic headwinds affect Q1 overall 03:16 Verizon Q1 overview 04:32 Free lines are affecting the numbers 06:40 Prepaid growth should not be ignored 07:34 Verizon adjusts reporting on SafeLink and insurance metrics 09:38 T-Mobile shakes up prices 10:39 AT&T Q1 overview 13:32 T-Mobile Q1 overview 15:06 Cable Q1 overview 16:59 Tariffs won't be felt just yet 17:53 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs

Analysts Don Kellogg and Roger Entner discuss encouraging developments at Comcast that are likely to benefit internet users, along with Starlink's evolving role in the broadband market.00:25 Comcast announces new price plans and guarantee 05:26 Competition is driving service improvements 07:04 Contracts are unnecessary with quality products 07:37 Guarantees are now commonplace 10:41 Use cases for Starlink 13:10 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Comcast, Xfinity, internet, cable, data caps, router, contracts, guarantee, fiber, FWA, Starlink, customer service, Charter, AT&T, Verizon, Fios, Chris Winfrey, MSO, Elon Musk, BEAD

Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.00:53 Verizon's new guarantees may not be enough 3:00 Slowing growth indicates recession 05:16 Tariff implications for smartphones and carriers 10:36 Average Americans are under financial pressure 13:04 Uncertainty is bad for manufacturing and investing 14:55 Nevertheless, telecom remains largely recession-proof17:13 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers

Analysts Don Kellogg and Roger Entner are joined by Cory Davis, Vice President ofVerizon Frontline, for a discussion on the company's ongoing commitment topublic 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Cory Davis, Verizon, Verizon Frontline, public safety,first responders, 5G, network, capacity, data, crisis, THOR, fiber,deployables, DoD, Frontline-Verified

Analysts Don Kellogg and Roger Entner are joined by Corey Davis, Vice President ofVerizon Frontline, for a discussion on the company's ongoing commitment topublic 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Corey Davis, Verizon, Verizon Frontline, public safety,first responders, 5G, network, capacity, data, crisis, THOR, fiber,deployables, DoD, Frontline-Verified

Analysts Don Kellogg and Roger Entner are joined by Hermann Frank, CEO of Gigs, todiscuss 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-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Hermann Frank, Gigs, MVNO, MVNE, carrier, tech,product-market fit, Nubank, Twilio, customers, Fast Company

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, including theCrown Castle asset sale, spectrum changing hands, and recession indicators andpredictions.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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Crown Castle, towers, fiber, carriers, Zayo, AT&T,Verizon, Dish, multi-tenant, economies of scale, Ericcson, Sprint, T-Mobile,spectrum, Grain Management, private networks, Nextel, recession, cable,economy, handsets, devices, AI, retail, government

Analysts Don Kellogg and Roger Entner are joined by Scott Agnew, President of AT&TFirstNet, to discuss their ongoing commitment to public safety and what firstresponders 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Scott Agnew, AT&T, FirstNet, first responders,government, 4G, 5G, public safety, deployables, Band 14, MegaRange, AST,satellite, connectivity, public-private partnership

Analysts Don Kellogg and Roger Entner discuss their respective disagreements on two keytelecom 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-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner. T-Priority, BEAD, T-Mobile, New York City, networkslicing, AT&T, FirstNet, first responders, AI, private networks, fiber,Howard Lutnick, NTIA, spectrum, ARPU, FWA, satellite, Starlink, NPS, cable,DSL, rural, C band

Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product andStrategy Officer for Zayo, to discuss both the current and future states oflarge-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 bandwidth08:53 Pricing trends 10:15 Future data delivery trends 12:09 Episode wrap-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Bill Long, Zayo, infrastructure, fiber, data centers,cable, AI, chips, TSMC, power, hard disks, storage, FLOPS, neural processing,synthetic data, bandwidth, price, last mile, edge computing, Nvidia

Analysts Don Kellogg and Roger Entner are joined by Robert Dandrea, former CMO atTracfone, to discuss the origins of prepaid and the lessons learned that arestill 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-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Robert Dandrea, Tracfone, FJ Pollak, ARPU, retail,Walmart, SafeLink, churn, N-1, Apple, Straight Talk, Verizon, customerexperience

Analysts Don Kellogg and Roger Entner are joined by Carsten Kraus, founder and CEO ofCasablanca 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 issue03:00 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.aiTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Carsten Kraus, Casablanca, AI, video conferencing, eyecontact, Microsoft Teams, Zoom, Apple, sales, insurance, Nvidia, CO2, carbonfootprint, productivity, Germany, Edge, 3G

Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the newly-released Consumer Connections Report and the various insights it provides.00:24 Consumer Connection Report overview 02:06 Parental controls with Verizon Smart Family and Wi-Fi importance 06:28 Verizon Home app improves in-home control 07:20 Leveraging broadband experience into FWA 09:51 Retail is not dead! 12:04 Verizon's future focus 13:03 episode wrap-up 2024 Verizon Consumer Connections Report:https://verizon.turtl.co/story/2024-consumer-connections-report/page/1 Tags: telecom, telecommunications, wireless,prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Verizon, Consumer Connections Report, Smart Family, parental controls, Wi-Fi, router, broadband, Fios, fiber, FWA, NPS, retail

Analysts Don Kellogg and Roger Entner discuss Q4 earnings from the major players in telecom and cable, as well as key personnel updates for T-Mobile and the FCC.00:25 AT&T Q4 overview 03:06 Verizon Q4 overview 06:35 T-Mobile Q4 overview 08:04 Cable industry Q4 overview 08:53 T-Mobile to appoint Srinivasan Gopalan as COO 10:09 Telecom industry Q4 summary 10:25 FCC Chairman Carr appoints Scott Delacourt as Chief of StaffTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, FWA, upgrades, Verizon, T-Mobile, MRC, ARPU, fiber, John Stanke, EBITDA, cable, Comcast, Black Friday, Charter, Sprint, Srinivasan Gopalan, FCC, Brendan Carr, Scott Delacourt

Analysts Don Kellogg and Roger Entner discuss current consumer perceptions surrounding big players in the telecom industry and if the perception matches reality.00:25 Where do current carriers stand? 1:10 Switching dictates perception 02:25 Verizon vs. T-Mobile on price and network 06:33 4G vs. 5G in reality 08:25 AT&T's perception 09:06 Carrier identity goals 10:00 Cable and Mint 12:12 Cable's transition and content challenges 15:00 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, 4G, 5G, network, T-Mobile, AT&T, price, MRC, ARPU, Wi-Fi, data, FWA, slicing, net adds, gross adds, cable, Mint, churn, value, content, NFL, linear television, video, streaming

Analysts Don Kellogg and Roger Entner are joined by Mitch Klaassen to discuss AI's impact on data storage and how companies are planning to deal with exponential capacity demands.00:24 What's next for Recon Analytics? 01:40 Seagate storage study overview 03:11 Businesses differ on AI storage predictions 04:08 Storage types differ by region 05:01 Regulation has a huge impact 05:38 How companies are coping with huge amounts of data 06:26 The cloud is still hard storage 07:50 Capacity woes 10:40 Episode wrap-up Mitch's White Paper: “Impact of AI on Storage Requirements”https://reconanalytics.com/impact-of-ai-on-corporate-storage-requirementsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mitch Klaassen, scaling, Seagate, storage, AI, cloud, China, Europe, regulation, GDPR, Azure, AWS, data centers, capacity, video, streaming

Analysts Don Kellogg and Roger Entner discuss the impact of AT&T's new guarantee on connectivity, support, and best deals and devices for both fiber and wireless customers.00:25 Guarantee details 02:19 What makes AT&T's guarantee different? 04:34 Motivations behind the guarantee 05:47 Will promises match reality? 07:36 Risks of the guarantee 09:00 Planning behind the guarantee 10:05 Impact on the industry 11:35 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, connectivity, guarantee, fiber, best plans and devices, Charter, regulation, FCC, churn, Chris Winfrey, outage, net promoter scores, customer service, credits, Sprint, T-Mobile, Verizon

Analysts Don Kellogg, Roger Entner, and Daryl Schoolar are joined by Mavenir's SVP of Cloud & AI, Brandon Larson, to discuss the recent analyst event as well as the future of networks and telecom infrastructure.00:23 Mavenir analyst event overview 03:15 Practical AI applications05:04 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, Brandon Larson, Mavenir, Open RAN, AI, networks, BSS, OSS, cloud, critical infrastructure, 5G, Steve Jobs

Analysts Don Kellogg and Roger Entner provide a thorough breakdown of the past year in telecom, as well as provide insights for 2025 and the new regulatory environment. 00:37 AT&T year in review 01:32 FWA vs. fiber 03:29 T-Mobile year in review 07:25 Verizon year in review 09:36 US Cellular folds 10:15 Boost stays alive 11:24 Cable industry year in review 14:24 Upcoming FCC and regulatory changes 15:32 Cable vs. telecom spectrum battles 17:20 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, fiber, churn, FWA, spectrum, Verizon, T-Mobile, Deutsche Telekom, Mint, cable, capital light, Frontier, US Cellular, Dish, Boost, EchoStar, cellphone internet, CBRS, rural, DOCSIS 4.0, FCC, Brendan Carr, Jessica Rosenworcel, net neutrality, Maria Cantwell, Ted Cruz, AWS-3

Analysts Don Kellogg and Roger Entner are joined by Jim Gerace, former Chief Communications Officer of Verizon, to discuss the formation and legacy of the Verizon Credo, as well as how the core values it espouses have contributed to commercial success.00:24 Verizon Credo concept 02:48 Origins of the Credo 06:39 Adoption of the Credo 09:34 Evolution of the Credo 10:44 Verizon's emphasis on the customer 14:41 Longevity of the Credo 17:23 Constructive dissent concept 19:13 Episode-wrapTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jim Gerace, Verizon, Verizon Credo, Dennis Strigl, Ivan Seidenberg, customer service, mission statement, core values, Bedminster

Analysts Don Kellogg and Roger Entner are joined by Mint's Chief Marketing Officer Aron North to discuss the company's ascension, unique marketing strategies, and future prospects.00:25 Aron's career with Mint 02:18 Mint's impressive growth story07:18 Mint's scientific approach to pricing 10:25 Crafting Mint's marketing message 13:57 The Mintfomercial 15:40 T-Mobile's ownership of Mint 16:04 Mint's future and Aron's plans 17:06 An emphasis on teamwork 18:27 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Aron North, Mint, T-Mobile, branding, marketing, pricing, David Glickman, Ryan Reynolds, growth

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.00:24 AT&T Investor Day overview 02:14 Leadership & company turnaround 03:24 Fiber and convergence 06:04 Tech stack simplification and Open RAN 07:34 5G expansion 08:12 Copper reduction targets 08:59 Leverage reduction and capital allocation 10:31 Episode wrap-upTags: 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

AnalystsDon 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, DirecTV, TPG, AT&T, EchoStar, Dish, Charlie Ergen, satellite, T-Mobile, BEAD, LLFC, rural, Conexon, Gigapower

Analysts Don Kellogg and Roger Entner are joined by Nancy Clark, President of Verizon Value, to discuss the company's commitment to revitalizing prepaid. 00:24 Verizon's turnaround of prepaid brands 02:51 Brand differentiation 04:47 Straight Talk's branding 05:50 Customer service's impact on strategy 07:36 Blurring of market segments 09:53 Churn success 11:04 Competition assessment 12:07 Distribution networks 12:52 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Nancy Clark, Verizon, Verizon Value, TracFone, Visible, Straight Talk, Total, rural, MVNO, MNO, churn, T-Mobile, Mint, distribution

Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.00:58 AT&T Q3 overview 2:36 Industry upgrade cycles 04:34 T-Mobile Q3 overview 07:29 T-Mobile vs. Verizon 08:20 Verizon Q3 overview 09:05 Comcast Q3 overview 09:48 Altice Q3 overview 10:00 Cable industry predictions 11:20 Dish Q3 overview 13:19 US Cellular Q3 overview 14:02 Q4 predictionsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, fiber, convergence, upgrades, T-Mobile, FWA, cable, Verizon, Frontier, Comcast, Charter, RDOF, Altice, SOGA, Dish, ACP, US Cellular, elections, Apple, iPhone

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey.00:24 Conference overview 02:36 A global view of the industry 03:51 Telco-to-techno journey 04:40 ZTE's optimization focus 05:53 ZTE company profile 07:27 Total cost of ownership metrics 08:40 ZTE's capacity focus and spectrum issues 12:24 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, ZTE, Turkey, 5G, AI, Ericcson, Nokia, India, MIMO, 6G, spectrum, elections, capacity

Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry.00:42 Businesses are ready for AI results 03:15 Amdocs' Gen AI applications 05:32 Are customers satisfied with AI service? 09:48 AI cost savings as a game changer 12:29 Telecom deserves more credit 13:15 Applications across industries 14:15 AI accuracy is improving rapidly 15:20 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Mitch Klaassen, Roger Entner, Anthony Goonetilleke, Amdocs, AI, KPIs, Gen AI, Agentic AI, customer service, LLM, net promoter scores, Nvidia, FWA, accuracy

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.00:25 Verizon's Q3 breakdown 01:20 The metrics that truly matter03:23 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-Mobile15:13 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light

Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.00:25 Details of the deal 02:12 Spectrum properties 02:41 US Cellular's decisions inevitably led to the sale 04:08 The impact of rural markets 05:36 Upcoming elections will impact spectrum policyTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile, AT&T, EchoStar, Boost, Dish, FCC, TDS, cable, fiber, C Spire, RDOF, BEAD, elections

Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range.00:24 CBRS overview 01:24 Military use of CBRS 04:46 The television incentive auction as a useful model 05:24 Power requirements and interference mitigation 07:40 Licensing and interested parties 09:56 Arguments for and against the shift 12:35 The issue's resolution will take timeTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, CBRS, spectrum, radar, AT&T, Wi-Fi, licensing, Verizon, cable, FWA, FCC

Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup.00:23 Details of the announcements and potential deals 04:24 Is Dish's spectrum truly valuable? 05:46 Challenges persist regardless of the deal07:14 Charlie Ergen remains an adept businessperson 07:50 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, DirecTV, TPG, AT&T, satellite television, Charlie Ergen, Boost, Spectrum, Sprint, T-Mobile, US Cellular, Mint

Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish'sbuildout 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, FCC, buildout, 5G, data, Release 17, AT&T, interest rates, customer acquisition, marketing, Mint, Verizon, T-Mobile, spectrum, 12 GHz, DirecTV, Elon Musk, Charlie Ergen, Starlink, BEAD

Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended.00:10 Don and Roger are live in San Francisco 00:30 Roger's thoughts on the event 02:40 Cash flow projections and German involvement 04:02 Fiber growth projections 5:10 Guest speakers and AI 07:12 T-Mobile's overall message 08:17 Network speed and satisfaction 11:11 Network slicing and government contracts 14:10 FWA improvements and cable implications 15:23 T-Mobile's vision and industry roles 17:02 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, SMRA, FWA, Verizon, Lumos, Metronet, US Cellular, Deutsche Telekom, fiber, Sam Altman, Jensen Huang, OpenAI, Nvidia, AI-RAN, Ericsson, Nokia, 5G, 6G, Ulf Ewaldsson, network speed, AR, network slicing, AT&T, FirstNet, first responders, cable, Charter, Chris Winfrey, Mike Sievert, Denny Strigl

Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users.00:24 AST's latest launch and satellite communication capabilities02:54 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

AnalystsDon 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Srinivasa Kalapala, Verizon, Skylo, satellite, SOS, Google Pixel, Samsung Galaxy, L band, spectrum, Project Kuiper, broadband, AST

Analysts Don Kellogg and Roger Entner discuss the prepaid landscape, including the moves cable is currently making within the segment.00:23 Prepaid deals show competition is alive and well 02:42 Prepaid as a transitional product 04:30 Who needs an unlimited plan? 06:43 Cable is taking advantage of plan shakeups 09:54 Cable & FWA 12:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Visible, Cricket, Mint, churn, MobileX, AT&T, Cricket, cable, Charter, FWA, DOCIS 4.0, net promoter scores, convergence, T-Mobile

Analysts Don Kellogg and Roger Entner examine the current state of Mint Mobile as well as where the company may be headed following its recent acquisition by T-Mobile.00:24 Mint has been a success story overall 02:07 Mint's D2C model yields high satisfaction 04:23 Which consumers choose Mint? 05:39 Mint as a price and value leader 06:42 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mint, T-Mobile, Consumer Cellular, D2C, Total, Metro, Cricket

Analysts Don Kellogg and Roger Entner discuss earnings from three major companies, issues surrounding fold and flip phones, and some key executives departing the industry.00:25 T-Mobile's earnings overview 01:12 T-Mobile and pricing parity with other carriers 05:34 T-Mobile's perception vs. reality 08:23 Dish is still struggling 11:14 Altice is persevering despite challenges 12:18 Google Pixel 9 Fold release controversy 14:24 Flip and fold phones have a major flaw 17:07 Executive turnover in the industryTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, T-Mobile, 5G, Dish, Altice, ACP, net adds, churn, parity, interest rates, fiber, Comcast, Charter, Google Pixel 9 Fold, AT&T Enterprise, Cricket, Stetson Doggett, Rick Welday, Melissa Arnoldi, John Dwyer

Analysts Don Kellogg and Roger Entner discuss who will win in the ongoing competition between cable and wireless.00:23 Innovation in the telecom industry 04:59 Initial un-carrier disruptions 05:57 Recon Analytics data facilitates innovation 06:54 Cable has taken the lead at innovation 10:04 FWA looms large for cable 12:38 Cable's leadership is slow to take action 13:17 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable, wireless, innovation, Verizon, Dennis Strigl, iPhone, AT&T, T-Mobile, John Legere, Un-carrier, Charter, FWA, convergence, net promoter scores, DOCSIS 4.0, routers

Analysts Don Kellogg and Roger Entner examine insights gained regarding Starlink's operation and make predictions for its future as a service provider.00:25 Survey results for Starlink 04:34 Starlink's router is top quality 05:28 Survey cNPS (net promoter) scores reveal a new hierarchy 09:24 Starlink's website and gaming performance 10:20 Starlink's value for price 11:02 Comcast Business will offer Starlink to enterprise customers 12:31 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Starlink, cable, fiber, Verizon, DSL, FWA, router, AT&T, cNPS, net promoter scores, Comcast

Analysts Don Kellogg and Roger Entner break down Q2 earnings from Verizon, AT&T, Comcast, and Charter.00:44 Verizon's Q2 earnings 03:09 AT&T's Q2 earnings 04:48 Comcast's Q2 earnings 05:53 Charter's Q2 earnings 07:40 Industry Q2 earnings overview 08:30 Convergence is happening 08:57 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, earnings, Verizon, AT&T, Comcast, Charter, FWA,fiber, net adds, ACP, churn, convergence

Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may requirecarriers 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, FCC, unlocking, spectrum, D Block, Google, Verizon, net neutrality, Chevron deference, T-Mobile, Mint, AT&T, phone trafficking, subsidies, TracFone, Peter Adderton, MobileX

On their 200th episode, analysts Don Kellogg and Roger Entner discuss T-Mobile's pending auction of 800 MHz spectrum and what entity may ultimately end up purchasing it.00:27 T-Mobile's forced sale of spectrum 02:28 Potential uses for the spectrum 02:54 Why Dish won't buy 03:37 Auction details 04:08 This band is not particularly useful 05:00 Possible public utility use 06:41 What carriers actually need 07:18 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, spectrum, 800 MHz, Sprint, Dish, Nextel, FCC, auction, throughput, utilities, PG&E, AT&T, Verizon

Analysts Don Kellogg and Roger Entner discuss the landmark Chevron deference Supreme Court case and what it means for the future of telecom.00:23 Chevron deference overview 03:33 Politicization of the process04:18 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 industryTags: 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