Shows
The Week with RogerThis Week: AT&T Analyst & Investor DayAnalysts 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
2024-12-0911 minThe Week with RogerThis Week: The Road Ahead for T-MobileAnalyst 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...
2024-09-2317 minThe Week with RogerThis Week: Best Plans for the Best Customers, NVidia Dabbles in OpenRanAnalysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, aswell 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 predictionsNote: “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.
2024-06-0908 minThe Week with RogerThis Week: T-Mobile Buys A Portion of US CellularAnalystsDon 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 forwardTags: 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
2024-06-0211 minThe Week with RogerThis Week: The State of Broadband with Jonathan ChaplinAnalysts 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 decline04:48 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
2024-05-1331 minThe Week with RogerTihs Week: Spectrum Mobile's New Anytime Upgrade Plan, Roger gets stuck in trafficAnalysts 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
2024-04-1516 minThe Week with RogerThis Week: Here we go again - Net Neutrality is back in the newsAnalysts 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 conclusionsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, net neutrality, FCC, network slicing, Title II, Supreme Court, election, price controls, AC...
2024-04-0812 minThe Week with RogerThis Week: Can FWA Help to Bridge the Digital Divide?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 conclusionsRoger's Article on Fierce Wireless: https://www.fiercewireless.com/5g/industry-voices-congress-stands-way-broadband-competitionTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, FWA...
2024-04-0108 minThe Week with RogerThis Week: Verizon 5G event, Apple AntitrustAnalysts 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...
2024-03-2521 minThe Week with RogerThis Week: Thoughts on Mobile World Congress 2024Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss MobileWorld 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 inthe 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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Daryl Schoolar, M...
2024-03-0312 minThe Week with RogerThis Week: AT&T Outage, Dish Reaches 200M with VONR, Does Retail Still Matter?AnalystsDon Kellogg and Roger Entner give their thoughts on the AT&T outage thatgripped the nation earlier this week, followed by news on DISH and a debate onthe 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, DonKellogg, Roger Entner, AT&T, outage, netw...
2024-02-2514 minThe Week with RogerThis Week: Verizon's Sell Side Analyst EventAnalystsDon Kellogg and Roger Entner dissect the recent Verizon sell side analyst eventas 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...
2024-02-1212 minThe Week with RogerThis Week: Q4 Earnings Recap, Roger Gets a Vision ProAnalysts 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
2024-02-0523 minThe Week with RogerThis Week: 12GHz Spectrum Update with Jeff Blum, Chip Pickering and Michael O'RiellyAnalystsDon 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 band01:05 Jeff Blum's view on the FCC decisions02:06 Chip Pickering's view on the FCC decisions02:48 Michael O'Rielly's view on the FCC decisions03:26 The future role and importance of fixed wireless06:08 The FCC's...
2024-01-2812 minThe Week with RogerThis Week: CES Impressions, Device Retail in WirelessAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:30 Roger's CES impressions1:50 Thoughts on Samsung exiting the low-end device space5:00 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 improving10:30 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
2024-01-1513 minThe Week with RogerThis Week: All about Broadband and Wireless Net Promoter ScoreAnalysts 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
2023-12-1815 minThe Week with RogerThis Week: Q3 Earnings Spectacular- AT&T, Verizon, T-Mobile, Comcast & CharterAnalysts 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 p...
2023-10-3021 minThe Week with RogerThis Week: Impressions of the 5G Americas Event with the Recon Team and Peter Linder of EricssonAnalysts 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...
2023-10-1614 minThe Week with RogerThis Week: Enterprise Infrastructure with Ericsson, Anna Gomez Approved as FCC CommissionerAnalysts Don Kellogg, Roger Entner and Jake Hawkridge discuss the latest news in telecom, media, and technology.0:50 Overview of Ericsson’s enterprise telecom analyst event4:50 What role should network providers play in mobile APIs?10:00 Congress approves Anna Gomez as FCC commissioner12:05 Don and Roger disagree about the limits of net neutralityTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Fixed Wireless, FCC, Net Neutrality, Anna Gomez
2023-09-1114 minThe Week with RogerThis Week: The State of Prepaid with John Dwyer of AT&TAnalysts 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: ...
2023-08-2814 minThe Week with RogerThis Week: Remaining C-Band Spectrum Clears EarlyAnalysts 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...
2023-08-2110 minThe Week with RogerThis Week: Dish and Echostar joining forces, Changes at Rakuten Mobile and the Future of OpenRANAnalysts 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 interest...
2023-08-1413 minThe Week with RogerThis Week: US Cellular for Sale?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 servi...
2023-08-0714 minThe Week with RogerThis Week: Q2 Earnings BonanzaAnalysts 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...
2023-07-3115 minThe Week with RogerThis Week: Our View into the Streaming WarsAnalysts 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 En...
2023-07-2409 minThe Week with RogerThis Week: All About Fixed Wireless AccessAnalysts 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...
2023-07-1716 minThe Week with RogerThis Week: Comparing Wireless CEOs - Which Strategies are Working?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, wireles...
2023-07-1013 minThe Week with RogerThis Week: More C-Band Mess with the FAA, China Allocates 6 GHz to 5G and 6GAnalysts 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 A...
2023-07-0310 minThe Week with RogerThis Week: Owners Economics Across Network Types: MNO, MVNO and HybridAnalysts 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, ce...
2023-06-2618 minThe Week with RogerThis Week: Dish Hits an Important Milestone, but What Does the Future Look Like?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 numb...
2023-06-1917 minThe Week with RogerThis Week: Apple Vision Pro - Has AR/VR Finally Arrived?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.T...
2023-06-1213 minThe Week with RogerThis Week: The Happiest and Unhappiest Broadband CustomersAnalysts 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,
2023-06-0512 minThe Week with RogerThis Week: Why the FCC's Spectrum Authority MattersAnalysts 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, spect...
2023-05-2908 minThe Week with RogerThis Week: The Future of Fiber with Gigapower CEO Bill HoggAnalysts 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 liv...
2023-05-2212 minThe Week with RogerThis Week: News from the ConnectX conference, Gigapower deal closesAnalysts 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?
2023-05-1514 minThe Week with RogerThis Week: Closing out Q1 Earnings, Mint and the DoJAnalysts 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 investig...
2023-05-0812 minThe Week with RogerThis Week: Q1 Earnings roundup - Verizon, T-Mobile, Comcast & CharterAnalysts 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 en...
2023-05-0120 minThe Week with RogerThis Week: T-Mobile's New Uncarrier Event, AT&T releases Q1 EarningsAnalysts 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 Ke...
2023-04-2422 minThe Week with RogerThis Week: Inside Verizon's New Innovation LabAnalysts 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 En...
2023-04-1712 minThe Week with RogerThis Week: Verizon Expands C-Band Coverage; An In-Depth Look at the National Broadband MapAnalysts 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,
2023-04-1011 minThe Week with RogerThis Week: Connected America Takes OffAnalysts 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...
2023-04-0308 minThe Week with RogerThis Week: Mint Sells to T-MobileAnalysts 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, Re...
2023-03-2016 minThe Week with RogerThis Week: Value vs Premium Players in Wireless - a Deep Dive on ARPU & ARPAAnalysts 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.
2023-03-1314 minThe Week with RogerThis Week: Another Shakeup at VerizonAnalysts 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 E...
2023-03-0615 minThe Week with RogerThis Week: Dish Makes Progress, but is it Enough?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 s...
2023-02-2711 minThe Week with RogerThis Week: Neville Ray Retires, Xfinity follows Spectrum's LeadAnalysts 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,
2023-02-2010 minThe Week with RogerThis Week: Changing the MVNO Game with Peter Adderton of MobileXAnalysts 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 ho...
2023-02-1316 minThe Week with RogerThis Week: Q4 Telecom Earnings in ReviewAnalysts 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 p...
2023-02-0617 minThe Week with RogerThis Week: Driving Growth by Putting Customers at the Center with Jenifer Robertson of AT&TAnalysts 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...
2023-01-3018 minThe Week with RogerThis Week: T-Mobile Hacked.... AgainAnalysts 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
2023-01-2311 minThe Week with RogerThis Week: Leadership Shakeup at Dish, Is Mint Mobile for Sale?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-mobileTags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, 5G, B...
2023-01-1609 minThe Week with RogerThis Week: Carriers Preview '23 Strategy & Q4 resultsAnalysts 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?
2023-01-0918 minThe Week with RogerThis Week: 2022 Year in Review & Trends for 2023Analysts 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 wire...
2023-01-0213 minThe Week with RogerThis Week: Getting Down to Business- The Wireless B2B LandscapeAnalysts 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, Veriz...
2022-12-2613 minThe Week with RogerThis Week: Charter Investor Day 2022 Recap - How Cable will Compete with Fiber & FWAAnalysts 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 6...
2022-12-1917 minThe Week with RogerThis Week: Leadership Changes in Verizon's Consumer GroupAnalysts 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...
2022-12-1215 minThe Week with RogerThis Week: The Future of Spectrum Licensing with Nick LudlumAnalysts 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 for...
2022-12-0515 minThe Week with RogerThis Week: Will eSIM Increase Wireless Competition?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,
2022-11-2812 minThe Week with RogerThis Week: Diving Deep into the FCC's New Broadband MapsAnalysts 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 th...
2022-11-2115 minThe Week with RogerThis Week: How might Electoral Results Impact Tech and Telecom Policy?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, busine...
2022-11-1411 minThe Week with RogerThis Week: Q3 Earnings Roundup- Dish, US Cellular & AlticeAnalysts 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...
2022-11-0715 minThe Week with RogerThis Week: T-Mobile Earnings, FWA Growth and First RespondersAnalysts 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 Respo...
2022-10-3115 minThe Week with RogerThis Week: A Tale of Two Carriers - Verizon and AT&T Report Q3Analysts 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...
2022-10-2415 minThe Week with RogerThis Week: How to Charge for New Business Models in 5G with Marc PriceAnalysts 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 at...
2022-10-1714 minThe Week with RogerThis Week: How do Wireless Carriers Respond to Hurricanes and other Natural Disasters?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?...
2022-10-1010 minThe Week with RogerThis Week: Live from Mobile World Congress with Mike DanoAnalysts 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...
2022-10-0308 minThe Week with RogerThis Week: Verizon Rolls out a New Prepaid BrandAnalysts 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...
2022-09-2615 minThe Week with RogerThis Week: Satellite Technology and Phones with Peter RysavyAnalysts 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 sate...
2022-09-1914 minThe Week with RogerThis Week: iPhone 14 Promotional Environment with Patricio PaucarAnalysts 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?Le...
2022-09-1218 minThe Week with RogerThis Week: Q2 Predictions Recap, iPhone Launch, Starlink in the NewsAnalysts 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...
2022-09-0514 minThe Week with RogerThis Week: The FCC's Spectrum Auction Authority ; Policy Considerations with Jeff WestlingAnalysts 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 Forum0:40: 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...
2022-08-2915 minThe Week with RogerThis Week: How Should We Use 12GHz? with Michael O'RiellyAnalysts 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...
2022-08-2214 minThe Week with RogerThis Week: Impact of Economy on Telecom IndustryAnalysts 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 An...
2022-08-0812 minThe Week with RogerThis Week: Verizon C-Band UpdateAnalysts 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, ce...
2022-08-0112 minThe Week with RogerThis Week: West Virginia vs EPA - Impact on FCC and Net NeutralityAnalysts 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...
2022-07-2510 minThe Week with RogerThis Week: Verizon Releases a New Value PlanAnalysts 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 in6:35: 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,
2022-07-1810 minThe Week with RogerThis Week: Q2 Earnings Crystal Ball - Net Adds, 3G network teardown, FWA and MoreAnalysts 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.
2022-07-1112 minThe Week with RogerThis Week: Patents, IP and TelecomAnalysts 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 se...
2022-07-0414 minThe Week with RogerThis Week: Getting a BEAD on the New Rules for Broadband Infrastructure FundingAnalysts 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 w...
2022-06-2713 minThe Week with RogerThis Week: Dish Hits FCC Deadlines, T-Mobile's New Uncarrier AnnouncementAnalysts 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...
2022-06-2012 minThe Week with RogerThis Week: Optical Technology and the Promise of 5G with Raza KhanAnalysts 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...
2022-06-1320 minThe Week with RogerThis Week: Promotional Intensity in Wireless- What should we expect moving forward?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 ab...
2022-06-0615 minThe Week with RogerThis Week: IoT and WiFi Chip Design with MediaTekAnalysts 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 Chipset2:53: 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: W...
2022-05-3020 minThe Week with RogerThis Week: The Future of 5G Connected Energy Grids with Hitachi EnergyAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Tore Gillbrand, the Vice President of Global Product Management at Hitachi Energy.0:44: Tore shares about Hitachi’s role in the world of 5G.2:22: Examples of actual use-cases for 5G that Hitachi is seeing.4:40: A deeper dive into electricity meter monitoring with 5G in regard to consumers and energy companies.6:51: The grid-control applications of 5G.9:14: The connections between renewable energy and 5G that Hitachi is seeing around the world an...
2022-05-2316 minThe Week with RogerThis Week: MediaTek goes high-end, Qualcomm and connected cars, Dish launches a commercial network in VegasAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Brett Clark. Brett is a Senior Director at Recon Analytics.0:36: Roger shares about the MediaTek event that he recently attended - specifically regarding the Dimensity9000 chip. 3:27: What QualComm is doing in terms of diversifying.4:57: QualComm wants the software in cars to be updatable beyond the new car lot.6:06: Roger was impressed with a presentation about the real life applications of 5G.7:07: DISH’s event was focused on what the...
2022-05-1617 minThe Week with RogerThis Week: 12GHz for Wireless - Why it's good for the industry and the publicAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.This week Roger and Don invite Jeff Blum- EVP of External and Legislative Affairs at Dish, Chip Pickering - CEO of InCompas and Andrew Schwartzman - Senior Counselor at the Benton Institute for broadband & society on the podcast to talk about the 12 GHz band and why they believe it should be repurposed for wireless use. 0:57: Jeff shares the history of the 12gHz band and how it’s been used traditionally.3:35: The 12 gHz band could be used quickly to help...
2022-05-0915 minThe Week with RogerThis Week: Earnings Bonanza- the Top 5 report Q1Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Earnings Reports are out! What Comcast and Charter reported.1:42: Roger’s thoughts on T-Mobile’s report. Why their account net add numbers are interesting.4:46: Why T-Mobile’s fixed net-adds are exciting and what that looks like for DISH.7:47: How AT&T did in Q1.8:40: T-Mobile’s churn turnaround.9:44: Verizon’s numbers for Q1 - what was good and what wasn’t so good.Tags: telecom, telecommunications, business, wireless, ce...
2022-05-0215 minThe Week with RogerThis Week: T-Mobile Tests Unlicensed 6GHz SpectrumAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: T-Mobile has filed for temporary authority to operate between 6110-6190 mHz. Why that would be attractive to T-Mobile and what they’re likely to do with it.3:43: Does this mean that they don’t have enough licensed spectrum for their goals and why is that much spectrum available?5:47: Why this is interesting from a rural perspective. And will the other carriers be interested in that spectrum as well?Tags: telecom, telecommunications, business, wireless, cell...
2022-04-2509 minThe Week with RogerThis Week: Deutsche Telekom increases its stake in T-Mobile USAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Deutsche Telekom has increased their stock in T-Mobile - what that means for Deutsche & T-Mobile.4:11: Will this change in ownership change T-Mobile’s trajectory and long-term plans?6:38: The relationships between major carriers and adtech.8:57: What are the ripple effects likely to be in the U.S. mobile ecosystem after Deutsche Telekom gets 50% ownership of T-Mobile?10:03: What SoftBank’s relationship with T-Mobile is now.Tags: telecom, telecommunications, business, wireless, cellular phon...
2022-04-1811 minThe Week with RogerThis Week: First or Worst? How the Current Infrastructure Bill could Impact 5G in the USAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Roger shares about the latest version of the Build Back Better plan and its impact on infrastructure.2:11: How the taxing structure works for wireless today and a rundown of each of the challenges facing each carrier if the tax write-offs are removed and the larger effect on the U.S. Economy.6:39: What are the benefits to the economy from the tax write-offs?8:22: Much of the OpenRAN innovation is happening in the U.S., what could happen...
2022-04-1111 minThe Week with RogerThis Week: How Will Fixed Wireless Access Perform in 2022?Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Q1 Earnings reports are coming out soon and the most eagerly-anticipated updates is on fixed wireless - what should we expect over the next year?2:05: Verizon started later than T-Mobile, due to their C-Band deployment.2:59: The economics of FWA and the future stimulus money coming from the government.5:09: What will people do with all the bandwidth?8:48: The timelines for FWA and fiber are different - are they direct competitors or not?Tags...
2022-04-0410 minThe Week with RogerThis Week: The Future of the Mobile Core with Erlend Prestgard of Working Group TwoAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with this week’s guest - Erlend Prestgard, the CEO and Co-Founder of Working Group Two. Working Group Two is working toward making connectivity more valuable and useful.0:57: Erlend shares the core goals of WGTwo’s programmable mobile core.1:49: How WGTwo’s offerings are different from others.4:10: There has to be trust because they are at the heart of the network.5:40: Examples using AWS.6:56: They are deployed on several MVNOs already - what the real-w...
2022-03-2817 minThe Week with RogerThis Week: The Future of 5G with David Christopher of AT&TAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with this week’s guest - David Christopher, the EVP and General Manager of Partnerships & 5G Ecosystem at AT&T and the Chairman of CTIA.0:26: David shares the most recent update about 5G.1:48: What innovations could we expect to happen in this decade?3:42: 5G is much more powerful than 4G and how we’ve become an on-demand society.5:28: The innovations that excite David.8:30: Manufacturing advancements that are being developed; enabled by 5G.10:10: The...
2022-03-2116 minThe Week with RogerThis Week: AT&T and Verizon Investor Day RecapAnalysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:29: AT&T just had their Investor Day - what the highlights were.4:26: How Verizon surprised everyone at their recent Investor Day.6:10: Verizon improved their revenue estimates.7:17: How is the market defined these days?9:22: Thoughts on where T-Mobile will sit after seeing AT&T and Verizon’s presentations.11:21: T-Mobile now believes they are done with the churn from the Sprint merger.12:05: Why Don is watching the fixed wireless aspect of the bu...
2022-03-1414 minThe Week with RogerThis Week: 5G Network Design with Bill Stone of VerizonAnalysts Don Kellogg and Roger Entner welcome Bill Stone to the show. Bill is the Vice President of Technology Development and Planning at Verizon.0:37: Bill shares why C-Band is so important to Verizon.1:37: How is Verizon on track to exceed their goal for 2023 by the end of 2022?4:16: Verizon is getting better coverage with C-Band than with AWS thanks to massive MIMO.5:32: Spectrum efficiency is improving with 5G.7:01: Bill talks about some of the network challenges of adding fixed wireless into their business.10:05: How Verizon builds the network...
2022-03-0713 minThe Week with RogerThis Week: Semiconductor Supply Chain Update with Leonard Lee and Matt HamblenAnalysts Don Kellogg and Roger Entner welcome Leonard Lee and Matt Hamblen to the show. Leonard Lee is the Managing Director & Founder of neXtCurve. Matt Hamblen is the Editor of Fierce Electronics. The topic of discussion is Supply Chain.0:50: Semi supply chain issues - an update from Leonard. 2:37: Discussing the example of the auto industry.5:01: The supply chain will be affected by the Russia-Ukraine conflict.7:00: Roger shares about his article on resilience.8:56: Intel is trying to build plants in the U.S., how will this affect the supply chain?
2022-02-2822 minThe Week with RogerThis Week: Verizon Goes Big on Fixed Wireless with Sampath SowmyanarayanAnalysts Don Kellogg and Roger Entner welcome Sampath Sowmyanarayan to the show to talk about wireless broadband and 5G. Sampath is the Chief Revenue Officer at Verizon Wireless.0:46: Verizon announced their recent 5G fixed wireless at the Super Bowl - what is fixed wireless all about?3:34: How does Verizon expect businesses to react and what role does C-Band play in this rollout?7:30: How reliable will this new network be?10:40: Verizon brought back Jim Carrey as the Cable Guy for their Super Bowl commercial - is this ongoing or a one-time-thing?
2022-02-2113 minThe Week with RogerThis Week: Redefining Broadband with Rick Welday of AT&TAnalysts Don Kellogg and Roger Entner welcome Rick Welday to the show. Rick is the Executive Vice President & General Manager of Broadband at AT&T.1:40: The changes that Rick has made since he took over and what is important to consumers about broadband access.5:14: How AT&T is addressing security risks.6:16: What AT&T has to say about simplicity for customers.10:50: AT&T recently announced its participation in the Affordable Connectivity Plan14:39: AT&T is a Fixed Wireless Provider - how does that fit into AT&T’s business pl...
2022-02-1417 minThe Week with RogerThis Week: T-Mobile, Charter and Comcast EarningsAnalysts Don Kellogg and Roger Entner do a special edition episode on quarterly earnings as well as discussing the latest news in telecom, media, and technology. 0:33: T-Mobile is very enthusiastic about their 4th quarter performance.4:49: How T-Mobile compared to Verizon this quarter and where their net adds came from.7:45: Pre-paid to post-paid conversions were high.8:49: How it’s going with integrating Sprint into T-Mobile.12:04: How Charter and Comcast’s quarter looked.14:14: Will the net add surge continue through 2022?Tags: telecom, telecommunications, business, wireless, cellu...
2022-02-0916 minThe Week with RogerThis Week: The Messy World of Mid-Band Spectrum Licenses with Mike DanoAnalysts Don Kellogg and Roger Entner welcome Mike Dano to the show. Mike is Light Reading's Editorial Director, 5G & Mobile Strategies and has covered the wireless industry as a journalist for almost two decades.0:47: Mike shares a bit about his recent article titled “Inside the Messy World of T-Mobile’s Midband 5G Spectrum Licenses.”2:21: What spectrum does T-Mobile own?4:04: What happened when one of the organizations that actually owns some of T-Mobile’s spectrum wanted to sell it.6:09: The situation with Cox Communications and T-Mobile.7:21: The insights from the AT&T Stu...
2022-02-0717 min