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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 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 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
Ep.188AnalystsDon 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 specifics04:30 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 industryTags: T-Mobile, Fixed Wireless Access, Comcast, Xfinity, Don Kellogg, Roger Entner, Recon Analytics, Docsis 4.0, broadband, cable, fiber, data caps, network prioritization, Spectrum, Regulation
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:35 MaxLinear debuts DOCSIS 4.0 chipset 1:38 Consumer applications for super high speeds 3:09 T-Mobile's 6 carrier aggregation 4:28 - What is carrier aggregation and what are its use cases? Relevant Articles: T-Mobile News: https://www.t-mobile.com/news/network/t-mobile-deliversanother-worlds-first-with-6-carrier-aggregation MaxLinear News: https://www.lightreading.com/cable-technology/maxlineartouts-10-gig-speeds-with-puma-8-docsis-4-0-chip Tags: telecom, telecommunications, business, wireless, cellular phone, T-mobile, 6 carrier aggregation, Broadcom, 5G, Recon Analytics, FWA, Roger Entner, MaxLinear
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology 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 insurgent2:50 The Verizon Wireless credo4:00 Culture is the lifeblood of an organization5:00 Translating the credo to action7:15 Building a deep bench with a decentralized organization8:00 The key to dealing with failure10:15 Competing fiercely with competitors but working together for the industry12:15 Making big changes for the benefit of the customer16:45 How does the organization execute on the vision of the leader17:45 John Legere's leadership at T-Mobile18:30 How to make mergers work22:30 Recommendations for young leaders24:45 The shadow of the leaderTags: telecom, telecommunications, business, wireless, cellular phone, Recon Analytics, Roger Entner, Don Kellogg, Denny Strigl, Verizon Wireless, Leadership, CTIA, Bell Atlantic, Nynex, competition
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:30 Roger recently presented at the New Street Research / BCG Future series conference- what the Recon Analytics data says about Net Promoter Score4:30 What the industry has learned with FWA7:00 The relationship between ARPU and NPS14:00 Verizon FWA has separated from the rest of the industry in the last several monthsTags: telecom, telecommunications, business, wireless, cellular phone, Don Kellogg, Roger Entner, Fixed Wireless Access, FWA, Net Promoter Score, NPS, Verizon, T-Mobile
Analysts Roger Entner, Daryl Schoolar and Brett Clark discuss the latest news in telecom, media, and technology with special guest Bejoy Pankajakshan, Chief Technology and Strategy Officer at Mavenir.1:00 Key themes and takeaways from the 2023 Mavenir industry analyst day5:45 Where AI ties in for OpenRAN 7:30 The scope of Mavenir's offerings within the CSP ecosystem12:45 Looking at the year ahead for OpenRAN and MavenirTags: telecom, telecommunications, business, wireless, cellular phone, OpenRAN, Mavenir, Artificial Intelligence, Packet Core, Virtualized RAN, Cloud Native, Recon Analytics, Roger Entner, Daryl Schoolar, DISH, Telefonica, 5G, 6G
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:30 The Whitehouse announces new spectrum policy, but where is the beef?5:00 The economic benefits of licensed and unlicensed spectrumTags: telecom, telecommunications, wireless, cellular phone, wireless spectrum, FCC, whitehouse, Recon Analytics, Don Kellogg, Roger Entner, MVNO
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nico Girard, CEO of OXIO0:45 What is Oxio and how is it different?3:05 How Oxio got started4:30 How Oxio delivers advanced services for MobileX8:00 How can Oxio help invigorate the MVNO market and extend telephony services across borders12:00 How Oxio creates a custom telecom service for a ride hailing service in LATAMTags: telecom, telecommunications, business, wireless, cellular phone, OXIO, Telecom as a Service, Nicolas Girard, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MVNO
Analysts Daryl Schoolar and Roger Entner discuss the latest news in telecom, media, and technology with special guest Alok Shah Vice President, Networks Strategy, BD, & Marketing at Samsung Electronics America.1:25 Samsung's approach to OpenRAN and VRAN4:00 OpenRAN vs VRAN and how are operators choosing between the two7:30 Samsung's view on what constitutes OpenRAN12:00 Outlook for In-line vs Look-aside architecturesTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Daryl Schoolar, Roger Entner, Samsung America, OpenRAN, Virtual RAN
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:24 - Altice releases information about how much of their free mobile customers are converting to paid plans6:00 FWA a discussion of FWA bundling versus cable bundling8:45 Verizon names a new CFOTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FWA, Cable, Altice USA, Comcast, Charter, Spectrum Xfinity, Verizon, AT&T, T-Mobile 5G, Fixed Wireless Access, Tony Skiadas
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:40 An overview of AT&T's earnings3:25 Roger's article on who is winning on iPhone 15 so farhttps://www.fiercewireless.com/wireless/whos-leading-iphone-upgrade-game-entner7:15 Verizon's Q3 ‘23 earnings10:37 Discussion on Verizon's prepaid strategy & MobileXMobileX endcap - courtesy of Jeff Moore of Wave 7 @wave7jeffhttps://twitter.com/wave7jeff/status/171686108581742620312:35 T-Mobile earnings16:12 Comcast and Charter earnings resultsTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, Charter, Comcast, Spectrum, Xfinity, 5G, C-Band, mmWave, Fixed Wireless Access, earnings, net adds, postpaid phone
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Joe Russo, EVP and President of Global Networks & Technology at Verizon.0:45 An update on the state of the Verizon network1:40 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 core11:00 Where are we with Mobile Edge Compute and Private Networks?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Joe Russo, Verizon, 5G, Mobile Edge Compute, C-Band, mmWave, Fixed Wireless Access
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.This week Roger and Don are joined by the Recon Analytics team, live from the 5G Americas analyst forum: Brett Clark, Mitch Klaassen, Jake Hawkridge and Jared Chavez. Peter Linder of Ericsson also joined the podcast to talk about what he saw at the event.0:45 5G Americas is the premier analyst event in the Americas4:50 Fixed Wireless Access and the Enterprise7:20 5G use cases beyond FWA and connected smartphones8:45 Mobile devices have changed from content consumption devices to content creation devicesTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, 5G Americas
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with Frank Mong, COO of Nova Labs. 0:40 What is Nova Labs trying to solve for?4:34 Building a hybrid distributed cellular infrastructure on CRBS spectrum alongside WiFi and the T-Mobile macro network6:50 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 hotspot19:55 How does the backhaul work?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, Helium Mobile, Nova Labs, CBRS, Distributed Cellular, Crypto
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:20 MobileX is launching in Walmart. What are the implications for the prepaid ecosystem?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Tracfone, MobileX, Walmart, Prepaid
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:30 Dish is back in the news, this time the DoJ is backing an extension for the 800 MHz spectrum purchase from T-Mobile3:50 AST Makes the first 5G voice call from space6:30 Verizon provides more details around the C-Band deployment progress12:00 Verizon's pricing strategy vis a vis the MSOsTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, 800 MHz , AST SpaceMobile, C-band, DoJ
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:35 T-Mobile is going to buy Comcast's 600 MHz spectrum3:30 Will we see a return of the spectrum screen?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, Spectrum Screen, 600 Mhz Auction
Analysts Don Kellogg 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 plansTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Fixed Wireless, FWA, 800 MHz, FCC, ARPU
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest John Dwyer, President of Prepaid and Cricket Wireless at AT&T.0:48: John shares a “State of the Union” in prepaid and specifically for Cricket.3:10: How have customer expectations changed today versus before the pandemic?4:33: AT&T has an exciting new announcement - what is going on and what are the details?7:23: Predictions about how the distribution model will shift moving forward.9:34: The disconnect between digitizing digital phone service and customers.11:26: What people need to know about Cricket.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, John Dwyer, AT&T, Cricket, JD Power, ACSI, Verizon, Tracfone, Mint, prepaid, pandemic, tax refund, tax season,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Verizon just released news about their C-Band deployment - what is their news and how it affects the rest of the industry.1:44: How Verizon compares to T-Mobile currently.3:41: What are the real-world uses for mid-band spectrum right now?4:49: How AT&T and the other companies will be changing.6:26: The financial side of FWA.9:03: The wildcard of Augmented Reality.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, C-Band, Verizon, T-Mobile, FWA, fixed wireless access, urban, AT&T, US Cellular, augmented reality, AR,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology joined by special guest and new analyst at Recon - Daryl Schoolar.1:23: DISH and Echostar are joining forces - what this could mean for both companies.3:57: Building a 5G OpenRAN network from scratch is expensive and tough.5:10: T-Mobile has shared their first bits of their 5G OpenRAN network with developers.5:42: Geoff Hollingworth shared a cryptic blog post this past week - what was that about?9:22: The economics issues with OpenRAN.10:54: What's interesting to watch at Rakuten moving forward.Read Geoff Hollingworth's post here: https://www.linkedin.com/pulse/real-problem-open-ran-geoff-hollingworth/Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Daryl Schoolar, Rakuten, Open RAN, Echostar, DISH, satellite, 5G, Geoff Hollingworth, Rakuten Symphony,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: US Cellular reported their Q2 earnings along with some surprising news.3:51: US Cellular could be an interesting acquisition for someone.6:44: US Cellular owns their own towers - the problem with that from an acquisition standpoint.8:35: Could there be an MVNO that would want to run their own network by buying US Cellular?10:36: Who else might be interested in buying US Cellular?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, US Cellular, AT&T, TDS Metrocom, DISH, acquisition, Google, MVNO, MNO, MSO, Verizon, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:41: Q2 Earnings reports are out - what Verizon's numbers tell us.4:17: How did AT&T do?5:10: T- Mobile continues to report very strong numbers. 6:58: What did Comcast and Charter do well and not so well?9:42: The Wall Street Journal ran an article on the wireless industry's use of lead in cables - how bad is this for the industry?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, Q2, Earnings, quarterly reports, AT&T, T-Mobile, Charter, Comcast, MVNO, lead, Frontier, Lumen, lead remediation, lead, EPA,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:25: The newest updates to streaming and the difference between paid, borrowed, and bundled.1:55: How many streaming customers are sharing passwords and how that's affecting each of the platforms.3:24: Customers don't seem to care for AppleTV.5:07: ESPN+ does not make customers happy.6:44: How the bundling strategy is affecting customer satisfaction and profitability.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, streaming platforms, streaming, Verizon, T-Mobile, AT&T, Disney+, HBO Max, Netflix, AppleTV, Peacock, HULU+, ESPN+, Hulu, ESPN, Amazon Prime,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:25: Fixed Wireless Access - an introduction.1:55: The connection between mobile and FWA and why FWA is a threat to everyone.6:03: What the model shows us about fallow capacity currently and into the future.8:52: What the net promoter scores show in Don & Roger's data.13:58: How will cable providers fight back against FWA?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, fixed wireless access, FWA, T-Mobile, Verizon, cable, fiber, AT&T, FIOS, outages, AR, VR, augmented reality, virtual reality, return rate, Comcast, Charter, ISPs, MSO
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Roger and Don recently co-authored an article comparing the CEOs of the top three wireless companies - how are they comparing them?2:00: An interesting find when comparing postpaid net-adds.5:36: The difference in strategies between the companies.6:24: What does the profitability data show?9:13: What has increased QoQ?Here's a link to the full article: https://www.fiercewireless.com/wireless/how-do-att-t-mobile-and-verizon-ceos-stack-based-industry-metrics-kelloggTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mike Sievert, Hans Vestberg, John Stankey, T-Mobile, AT&T, Verizon, Fierce Wireless
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: The latest update on the conflict between the airlines' altimeters and C-Band deployment.2:12: Is there actually a safety risk to airline customers?3:51: Spectrum news from China regarding 5G & 6G - how does it compare to what the US is doing?7:34: How the spectrum gets used is incredibly important.8:53: How will China deal with the interference between WIFI and 5G/6G?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, c-band, airlines, 5G, 6G, China, WIFI, AR, VR,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:28: Examining the different facets of Owner's Economics.3:35: The logic behind T-Mobile & Verizon implementing FWA.5:44: What happens when the idle capacity has been used up?6:59: Empty network Owner's Economics.10:09: Examining the MVNO business model.12:10: What about the spectrum that the MVNOs have brought for their own usage?13:51: How WIFI plays into the cable companies' owner economics - hybrid MSO models.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MVNO, Verizon, AT&T, T-Mobile, FWA, fixed wireless access, DISH, cloud network, owner's economics, business analysis, data usage, CBRS, Comcast, Charter, cable,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: DISH recently hit an important milestone.1:55: VONR is difficult to set up - is DISH living up to its commitment to the government?4:00: The problems DISH is facing with this buildout.7:55: How the small carrier buyouts have changed - and looking closer at T-Mobile's acquisition of Sprint.9:30: DISH seems to have a distribution problem, could it become successful like Mint?12:40: The allure of building what DISH is building out and will the numbers work out for them?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, 5G, VONR, VOLTE, T-Mobile, Genesis network, HPEA, DOJ, FCC, BOOST, ALLTEL, Amazon, Walmart, Mint, GoogleFi,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Apple held the Worldwide Developer Conference and rolled out a new product - Apple Vision Pro - what is it?3:52: Where this is likely heading in the future and possible use cases.7:09: Where could this fit in with Mobile Edge computing and the like?9:00: The information advantage that will be provided with this new technology.10:01: What role could advertising play in this new AR environment?12:43: Issues facing the product and its competitors.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AR, augmented reality, Apple, Worldwide Developer Conference, VR, virtual reality, iPhone, Oculus,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:30: Roger is looking at survey results: Who are the happiest and unhappiest broadband customers in the U.S.?4:43: Taking a look at some examples and analyzing the data.7:21: Unexpected findings in relation to population density.9:30: What does this data mean for BEAD money coverage? How do we plan to fix this?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, BEAD, broadband access, survey data,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Former leaders of the FCC sent a letter to Congress about reinstating auction authority to the FCC again - the history behind this request.3:01: Will this actually happen or not? How long could it possibly take?4:54: Without spectrum auction authority, nothing new is happening in the foreseeable future - what's happening in the interim.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FCC, Congress, auctions, spectrum, T-Mobile, centimeter wave, FWA, debt limit,
Analysts Brett Clark and Roger Entner discuss the latest news in telecom, media, and technology with special guest Bill Hogg, CEO of Gigapower.0:34: Bill shares details about the Gigapower Joint Venture.1:47: The markets they are targeting - why they are working on those markets.3:04: The strategy they are using to test out their features.5:31: Why have they chosen to become an open access provider?8:04: When they expect to hit their subscriber goal and where they see their model heading.10:51: When do they expect the first markets to go live?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Bill Hogg, Gigapower, internet, connectivity, WIFI, broadband access, fiber, Brett Clark, competition, BEAD, open access, AT&T, BlackRock,
Throughout the Biden administration and this Congress, spectrum has been a priority for nearly everyone else in the world—except for us. We're currently 378 megahertz behind other countries on mid-band spectrum, a vital resource for 5G communications quality. Spectrum isn't anything we can see or touch, yet it's all around us. However it is perhaps the most important infrastructure for our modern age as more and more tech communicates wirelessly. It is also a finite resource, which makes changes to its allocation exceedingly touchy. How can we navigate this pressing allocation issue within a context of selfishness and scarcity?To walk us through what is holding us back on spectrum, we have Roger Entner back on the podcast. Entner is the founder of Recon Analytics, but his vast telecommunications experience includes being the senior vice president and head of research at Nielsen Media Research.In this episode, Shane reiterates spectrum's necessity while Roger identifies the smoking gun. Tune in as they band together on the precious resource of spectrum!
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Roger just got back from Connect(X) and he shares how it went.1:10: Roger hosted a panel on Convergence.4:07: Nicki Palmer announced her departure from Verizon the day before the Expo.5:34: Dave Mayo made an announcement about Dishes' buildout schedule.6:08: How did Boost do in Q1 compared to what Roger & Don predicted?8:57: Gigapower deal closed - what led up to this major announcement and will could happen in the future?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Connect(X), Connect Expo, AT&T, Verizon, Digital Bridge, Bright Speed, DISH, Comcast, WIFI, WIFI hotspots, Charter, CBRS, FWA, fixed wireless access, FCC, DOJ, T-Mobile, FIOS, Google, BEAD,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: What the earnings report for U.S. Cellular looked like for Q1.1:12: Altice and Frontier also reported for Q1.2:08: Everything gets better with speed 3:55: What the new handset data shows.5:34: The role brand perception plays in customer satisfaction.6:08: DISH was hacked and had a long outage - how that will likely affect their numbers when they finally report their Q1 earnings and how they are doing overall.9:20: The DOJ is investigating the Mint Mobile acquisition by T-Mobile.10:50: Mint customers have been among the happiest in the industry.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Frontier, Altice, Qualcomm, US Cellular, NPS, DISH, earnings, quarter 1 earnings, DOJ, FCC, MVNO, Ting, Mint Mobile, Verizon, Tracfone, T-Mobile,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Earnings reports are out - what do Verizon's numbers show for Q1?6:02: A rundown of how T-Mobile did in Q1.7:27: What Charter and Comcast's numbers show.10:27: The “Technological Gap Year” for 2023 and what could happen as BEAD money hits.13:11: What this could all mean in Q2.14:44: Does T-Mobile have too many plan choices?17:30: What the competitive response should be to T-Mobile's plans.18:53: Last thoughts about the competitive environment between the carriers.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, earnings, Q1, Verizon, FIOS, DSL, T-Mobile, Charter, Comcast, fiber, fixed wireless, DSL, AT&T,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: AT&T released its earnings report for Q1 - what did the numbers reveal?3:30: How AT&T could have improved their presentation.7:30: T-Mobile released an Uncarrier announcement.9:07: The truth about subsidies and how phones are paid for.14:59: Current pricing realities that the carriers face and a comparison of the different offerings.20:37: A new leader at DishTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, earnings, Q1, T-Mobile, Verizon, 5G, Boost Mobile, DISH
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Don attended the opening of Verizon's new Innovation Center in San Francisco. 3:00: The interesting connection between the military and its applications for spectrum and cellular tech.4:43: How Dreamworks is leveraging 5G6:40: Use cases for private networks.9:00: What the center is designed to do and what are the practical applications of these innovations?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, technology development, Lockheed, Lockheed Martin, drone technology, AR, VR, Virtual Reality, remote learning, private networks, slicing, network slicing, T-Mobile, AT&T, fixed wireless,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:35: Verizon shared an update on their C-Band progress.1:41: The difference between mid and low-band 5G.4:18: What does the research on the FCC maps reveal and what questions does it raise?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, C-Band, T-Mobile, 5G, FWA, fixed wireless access, millimeter wave, FCC, FCC maps,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Roger moderated several panels at the inaugural Connected America Conference - what did he learn while he was there?2:48: Some of the interesting topics that were brought up at the conference.3:55: The true scope of the needs surrounding creating connectivity. 6:59: The show participants' views on funding and BEAD.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Connected America Conference, Comcast, Idaho, Gigapower, AT&T, Dallas, connectivity, BEAD, Broadband Equity Access and Deployment
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Mint Mobile has just announced their sale.3:04: Competition for the wholesale market - what's going on there?4:14: Mint was unique in the market, but is its value really that great?6:45: What Recon's data collected on Mint says about customer satisfaction. 10:45: What is the long term outlook for MVNOs?13:25: What Mint has done well to attract a buyer.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mint Mobile, T-Mobile, MVNO, DISH, Boost, Tracfone, Comcast, Charter, Consumer Cellular, Deadpool, Ryan Reynolds, acquisition,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: A recent analysis of ARPA and ARPU has revealed some interesting things over the last few years.2:18: What did Roger learn when he compared ARPA between Verizon and T-Mobile?3:42: What Roger saw when he compared ARPU.4:46: T-Mobile's success with its Magenta Max plan. 6:08: How Verizon compares to T-Mobile and AT&T.8:07: Who do consumers say is the best value for price?10:28: What German and American consumers really value most.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, ARPA, ARPU, Verizon, T-Mobile, AT&T, MobileX
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Verizon has had some leadership changes2:28: How Verizon has typically handled leadership changes.5:20: What does it mean that Verizon is appointing someone who's very technical to such a leadership position?9:18: How long does it take for significant changes to ripple through the organization?11:57: An overview of historical performance and where they seem to be heading.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: DISH has a new agreement with Samsung for openRAN gear.1:15: What are the implications of this?2:18: DISH's earnings call - the key takeaways.3:40: DISH announced that they have solved their VONR issue and are deploying it strategically.5:14: How did DISH's metrics look and what does that mean?8:48: Carriers keep their stores open because of what these metrics mean.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, openRAN, Samsung, Deutsche Telecom, VONR, voice over new radio,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Neville Ray of T-Mobile is retiring. What he has accomplished during his tenure at T-Mobile.3:16: Who is going to be taking over?6:09: Spectrum One plan has been very successful, who's rolling out a similar plan and what the details are.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Neville Ray, T-Mobile, Sprint, Metro PCS, Ericsson, Spectrum, Charter, Comcast, Verizon, Xfinity,
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Peter Adderton, CEO of MobileX.0:28: Peter Adderton shares about MobileX and who it's for.2:39: MobileX is trying to shake up the industry pricing models through pricing - Peter shares how they are doing this.5:08: How Peter views the MVNO model.6:46: How concerns around the economy may influence consumer choices.8:20: How easy is it to manage the bill at MobileX?10:38: What has the reaction been to the budgeting in Peter's own home?12:15: How does MobileX make money if not off of breakage and overages?13:50: When will MobileX launch commercially?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MobileX, Digital Turbine, Boost Mobile, Amped Mobile, Peter Adderton, prepaid wireless, competition, MVNO, AI, machine learning,
Comcast and Charter Communications just came off a third quarter in which they added a record 729,000 mobile lines, extending their grand total to 9.61 million. As home broadband subscriber growth slows, mobile has clearly become their new success story.Altice USA's mobile service, coming way of a new MVNO deal with T-Mobile, has had more limited success, but the operator is still adding mobile lines. Meanwhile, Cox Communications and WideOpenWest have just entered the game, and the National Content & Technology Cooperative (NCTC) is crafting MVNO deals that will enable its membership of 700-plus independent cable operators and telcos to enter the mobile mix as well.Roger Entner, the founder and lead analyst of Recon Analytics and all-around mobile industry expert, believes cable is well-positioned to keep growing the mobile side of its business. Hosted on Acast. See acast.com/privacy for more information.