podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Roger Entner
Shows
The Week with Roger
This Week: The Half-Connected America and the Case for Universal Offers
Analysts Don Kellogg and Roger Entner discuss Roger's report, "The Half-Connected America," exploring why some people choose not to use broadband and what companies and policymakers can do to address the issue. 00:00 Episode intro 00:25 Who chooses not to connect? 03:00 Privacy and surveillance concerns 03:36 Lack of laptop subsidies hampers connectivity 05:00 Mobile-only internet users 05:37 Seniors and smartphone challenges 06:18 Wireless home internet options 06:55 Affordability for low-income consumers 07:36 Respecting consumer choices & AI integration importance 09:20 Laptop subsidies could bridge the gap
2026-06-29
10 min
The Week with Roger
This Week: Promises, Promises, Promises - Price Locks and the Cost of Predictability
Analysts Don Kellogg and Roger Entner dive into the current state of carrier price locks as well as consumer sentiment, exploring the findings from Roger’s new report on the subject, "Promises, Promises, Promises."00:00 Episode intro 00:25 Overview of the price lock landscape 01:34 Verizon's price lock landscape 02:56 T-Mobile's price lock landscape 03:09 Carrier price plans are innumerable 04:41 AT&T's price lock landscape 05:22 Charter's price lock landscape 06:06 Comcast's price lock landscape 06:47 Consumers prefer straightforward pricing 07:58 Cable equipment fees as a pa...
2026-05-11
14 min
The Week with Roger
This Week: Q1 '26 Earnings - Verizon, T-Mobile, and Key Takeaways from Deutsche Telekom
Analysts Don Kellogg and Roger Entner break down Q1 earnings for Verizon and T-Mobile, alongside key strategic takeaways from the Deutsche Telekom B2B Conference in Bonn, Germany.00:00 Episode intro 00:26 Verizon's Q1 overview 01:59 Reporting metric changes 04:10 Verizon's future outlook 05:02 T-Mobile's reporting metrics 05:52 T-Mobile's Q1 overview 09:41 Industry-wide fiber net adds 12:10 Charter's stock and acquisition prospects 12:37 Deutsche Telekom and T-Mobile combination rumors 15:28 Conference insights and European sovereign cloud 17:17 Europe's superior system integration business 17:55 Roger's conference...
2026-05-04
19 min
The Week with Roger
This Week: Recon Analytics Acquires Atom Insights adding Device Data dimension
Analysts Don Kellogg and Roger Entner are joined by Hanish Bhatia from AtomInsights to discuss the company’s recent acquisition by Recon Analytics and how the deal will significantly expand Recon’s data capabilities and value to clients.00:00 Episode intro 00:22 Acquisition announcement 03:15 Tracking the entire customer journey 04:47 International reach and advanced analytics 06:10 Database integration and capabilities 09:56 AI use for data precision 10:31 Factoring in macroeconomics 11:35 Speed advancements and future expansion 12:59 Enhanced value for semiconductor clients 14:13 Improved sample sizes 14:38 Roge...
2026-03-16
15 min
The Week with Roger
This Week: AT&T Analyst & Investor Day
Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.00:24 AT&T Investor Day overview 02:14 Leadership & company turnaround 03:24 Fiber and convergence 06:04 Tech stack simplification and Open RAN 07:34 5G expansion 08:12 Copper reduction targets 08:59 Leverage reduction and capital allocation 10:31 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, Gigapower, fiber, T-Mobile, John Stankey, churn, convergence, Open RAN, Mavenir, 5G, DSL
2024-12-09
11 min
The Week with Roger
This Week: Verizon Q3 Earnings, Sell Side Analyst Day
Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.00:25 Verizon's Q3 breakdown 01:20 The metrics that truly matter03:23 Investor Day fiber discussion 05:33 Investor Day FWA discussion 09:18 What's behind bundling? 10:38 Verizon's strategy vs. AT&T and T-Mobile15:13 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light
2024-10-28
15 min
The Week with Roger
This Week: Verizon Spends $1B on Spectrum from US Cellular
Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.00:25 Details of the deal 02:12 Spectrum properties 02:41 US Cellular's decisions inevitably led to the sale 04:08 The impact of rural markets 05:36 Upcoming elections will impact spectrum policyTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile, AT&T, EchoStar, Boost, Dish, FCC, TDS, cable, fiber, C Spire, RDOF, BEAD, elections
2024-10-21
06 min
The Week with Roger
This Week: CBRS and Mid-Band: What is the Optimal Solution?
Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range.00:24 CBRS overview 01:24 Military use of CBRS 04:46 The television incentive auction as a useful model 05:24 Power requirements and interference mitigation 07:40 Licensing and interested parties 09:56 Arguments for and against the shift 12:35 The issue's resolution will take timeTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, CBRS, spectrum, radar, AT&T, Wi-Fi, licensing, Verizon, cable, FWA, FCC
2024-10-14
15 min
The Week with Roger
This Week: The next chapter for Dish?
Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup.00:23 Details of the announcements and potential deals 04:24 Is Dish's spectrum truly valuable? 05:46 Challenges persist regardless of the deal07:14 Charlie Ergen remains an adept businessperson 07:50 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, DirecTV, TPG, AT&T, satellite television, Charlie Ergen, Boost, Spectrum, Sprint, T-Mobile, US Cellular, Mint
2024-10-07
08 min
The Week with Roger
This Week: Another Lifeline for Dish
Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish'sbuildout requirement, as well as the uphill battle the company faces as a whole.00:25 Dish's FCC decision overview 03:05 The FCC has flip-flopped on this issue 04:11 Other commitments are already underway 06:20 Dish's network is not its main problem 10:55 The FCC shows Dish considerable leeway 12:10 Other companies are not as lucky 13:30 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, FCC, buildout, 5...
2024-09-30
13 min
The Week with Roger
This Week: The Road Ahead for T-Mobile
Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended.00:10 Don and Roger are live in San Francisco 00:30 Roger's thoughts on the event 02:40 Cash flow projections and German involvement 04:02 Fiber growth projections 5:10 Guest speakers and AI 07:12 T-Mobile's overall message 08:17 Network speed and satisfaction 11:11 Network slicing and government contracts 14:10 FWA improvements and cable implications 15:23 T-Mobile's vision and industry roles 17:02 Episode wrap-upTags: telecom, telecommunications...
2024-09-23
17 min
The Week with Roger
This Week: Cell Sites in Space - Live from Cape Canaveral with Chris Sambar of AT&T
Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users.00:24 AST's latest launch and satellite communication capabilities02:54 Emergency and first responder applications 04:25 All phone users should benefit 05:02 Limitations of satellite communication 06:45 Spectrum usage & coverage gap reduction 07:29 Device operation 08:29 Satellite density will determine overall capacity 09:32 Availability timeline 10:15 Episode wrap-up Tags: telecom, telecommunications, wireless...
2024-09-16
11 min
The Week with Roger
This Week: Verizon Innovates in Satellite Comms with Srini Kalapala
AnalystsDon Kellogg and Roger Entner are joined by Srinivasa Kalapala, SVP of Technology and Product Development at Verizon, to discuss the exciting developments in satellite technology that will soon be available to the average user.00:25 Verizon's partnership with Skylo for emergency satellite communication 02:30 Possible expansion from emergency use and limitations 06:14 Verizon's satellite strategy 07:50 Verizon's partnership with AST 08:43 Consumers favor mobile operators for satellite 11:12 Satellites should close remaining coverage gaps 12:01 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don...
2024-09-09
12 min
The Week with Roger
This Week: The Value Segment Heats Up
Analysts Don Kellogg and Roger Entner discuss the prepaid landscape, including the moves cable is currently making within the segment.00:23 Prepaid deals show competition is alive and well 02:42 Prepaid as a transitional product 04:30 Who needs an unlimited plan? 06:43 Cable is taking advantage of plan shakeups 09:54 Cable & FWA 12:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Visible, Cricket, Mint, churn, MobileX, AT&T, Cricket, cable, Charter, FWA, DOCIS 4.0, net promoter scores, convergence, T-Mobile
2024-09-02
13 min
The Week with Roger
This Week: Pulling Back the Curtain on Mint Mobile
Analysts Don Kellogg and Roger Entner examine the current state of Mint Mobile as well as where the company may be headed following its recent acquisition by T-Mobile.00:24 Mint has been a success story overall 02:07 Mint's D2C model yields high satisfaction 04:23 Which consumers choose Mint? 05:39 Mint as a price and value leader 06:42 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mint, T-Mobile, Consumer Cellular, D2C, Total, Metro, Cricket
2024-08-26
07 min
The Week with Roger
This Week: Earnings Wrapup, Pixel Review Controversy, Industry Exec Updates
Analysts Don Kellogg and Roger Entner discuss earnings from three major companies, issues surrounding fold and flip phones, and some key executives departing the industry.00:25 T-Mobile's earnings overview 01:12 T-Mobile and pricing parity with other carriers 05:34 T-Mobile's perception vs. reality 08:23 Dish is still struggling 11:14 Altice is persevering despite challenges 12:18 Google Pixel 9 Fold release controversy 14:24 Flip and fold phones have a major flaw 17:07 Executive turnover in the industryTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, T-Mobile, 5G...
2024-08-19
18 min
The Week with Roger
This Week: Disruption and the War between Cable and Wireless
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...
2024-08-12
15 min
The Week with Roger
This Week: All about Starlink
Analysts Don Kellogg and Roger Entner examine insights gained regarding Starlink's operation and make predictions for its future as a service provider.00:25 Survey results for Starlink 04:34 Starlink's router is top quality 05:28 Survey cNPS (net promoter) scores reveal a new hierarchy 09:24 Starlink's website and gaming performance 10:20 Starlink's value for price 11:02 Comcast Business will offer Starlink to enterprise customers 12:31 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Starlink, cable, fiber, Verizon, DSL, FWA, router, AT&T, cNPS, net promoter...
2024-08-05
13 min
The Week with Roger
This Week: Earnings from AT&T, Charter, Comcast & Verizon
Analysts Don Kellogg and Roger Entner break down Q2 earnings from Verizon, AT&T, Comcast, and Charter.00:44 Verizon's Q2 earnings 03:09 AT&T's Q2 earnings 04:48 Comcast's Q2 earnings 05:53 Charter's Q2 earnings 07:40 Industry Q2 earnings overview 08:30 Convergence is happening 08:57 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, earnings, Verizon, AT&T, Comcast, Charter, FWA,fiber, net adds, ACP, churn, convergence
2024-07-29
09 min
The Week with Roger
This Week: Will the FCC Mandate Handset Unlocks?
Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may requirecarriers to unlock devices much sooner rather than later.00:25 FCC plan details and carrier implications 03:11 Most people don't understand unlocking 03:44 Why are devices locked anyway? 06:03 Predictions if implemented 07:26 Carriers differ greatly on the issue 10:22 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, FCC, unlocking, spectrum, D Block, Google, Verizon, net neutrality, Chevron deference, T-Mobile, Mint, AT&T, phone...
2024-07-22
10 min
The Week with Roger
This Week: What will Become of T-Mobile's 800 MHz Spectrum?
On their 200th episode, analysts Don Kellogg and Roger Entner discuss T-Mobile's pending auction of 800 MHz spectrum and what entity may ultimately end up purchasing it.00:27 T-Mobile's forced sale of spectrum 02:28 Potential uses for the spectrum 02:54 Why Dish won't buy 03:37 Auction details 04:08 This band is not particularly useful 05:00 Possible public utility use 06:41 What carriers actually need 07:18 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, spectrum, 800 MHz, Sprint, Dish, Nextel, FCC, auction, throughput, utilities, PG...
2024-07-15
07 min
The Week with Roger
This Week: The End of Chevron Defference, What does it mean for Telcom?
Analysts Don Kellogg and Roger Entner discuss the landmark Chevron deference Supreme Court case and what it means for the future of telecom.00:23 Chevron deference overview 03:33 Politicization of the process04:18 Power shifts away from agencies 05:00 Relevance of the Telecom Act 06:19 Settled law is no longer settled 06:55 Predictions for the industryTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Supreme Court, Chevron deference, regulation, FCC, net neutrality, telecommunications Act of 1996, Title II
2024-07-08
08 min
The Week with Roger
This Week: Verizon Rebrands: New logo, New plans & Handset deals, Verizon Access and More
Analysts Don Kellogg and Roger Entner discuss Verizon's recent rebranding, complete with a new logo and ad campaign as well as features for both consumers and business.00:24 Verizon's rebranding overview 1:47 Expanding use case focus4:28 myHome and bundling streaming 8:05 Handset trade-in program 09:18 Will AI drive phone purchasing again? 11:47 Verizon Access deals and giveaways 12:58 Verizon Business Complete's end-to-end smartphone management 14:30 Episode Wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, myHome, FWA, Fios, AT&T, net adds...
2024-07-01
15 min
The Week with Roger
This Week: Digital Transformation World: from AI to APIs
Analyst Don Kellogg receives an update from Roger Entner and Daryl Schoolar, who are attending the Digital Transformation World conference in Copenhagen.00:25 Overview of the conference 04:06 Practical AI use cases 07:27 Cloud native is crucial for operators 08:24 Corporate culture is a sticking point 09:10 How should outages be treated? 10:22 Event wrap-uphttps://dtw.tmforum.org/Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, DTW24, AI, OpenAPI, Nokia, simplification, cloud native, corporate culture, outages
2024-06-24
10 min
The Week with Roger
This Week: Microsoft Azure for Operators Shakeup, Carlos Slim buys part of BT
Analysts Don Kellogg and Roger Entner discuss Microsoft's Azure for Operators shakeup, as well as Carlos Slim's new interest in a European telecom.00:30 Microsoft to quit Affirmed and Metaswitch 02:20 Comparisons to Google 03:31 Microsoft is usually more persistent 06:09 Predictions for virtualized cores and cloud for telco06:59 Carlos Slim takes a stake in BT 08:52 Predictions for BT Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Microsoft, Azure for Operators, Affirmed, Metaswitch,Etisalat, Dish, Amazon, Google, Deutsche...
2024-06-17
09 min
The Week with Roger
This Week: Best Plans for the Best Customers, NVidia Dabbles in OpenRan
Analysts 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.
2024-06-09
08 min
The Week with Roger
This Week: T-Mobile Buys A Portion of US Cellular
AnalystsDon 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
2024-06-02
11 min
The Week with Roger
This Week: Business Fixed Wireless Trends with Jake Hawkridge
Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics B2B analyst Jake Hawkridge to discuss the results of a recent survey on how businesses use FWA. 00:35 Overview of the survey 03:15 Speed tier FWA focus 04:12 Prioritization FWA focus 04:48 Primary reasons for businesses choosing FWA07:18 HFC vs. fiber 09:28 Satisfaction with FWA 10:29 FWA bundling 11:26 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jake Hawkridge, B2B, FWA, AT&T, Verizon, T-Mobile, speed t...
2024-05-20
12 min
The Week with Roger
This Week: The State of Broadband with Jonathan Chaplin
Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.00:55 Jonathan's take on broadband's recent 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
2024-05-13
31 min
The Week with Roger
This Week: USCC Earnings, Mint Joins the T-Mobile Family
Analysts Don Kellogg and Roger Entner discuss US Cellular's earnings as well as Mint's acquisition by T-Mobile. 00:37 US Cellular's earnings are concerning 02:48 The company's questionable ultra-rural strategy 04:37 Mint's acquisition by T-Mobile 06:20 Mint's customer base may present a challenge for T-Mobile 08:08 The deal by the numbers Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, US Cellular, earnings, Mint, T-Mobile, churn, fixed wireless, towers, rural, merger, acquisition
2024-05-06
09 min
The Week with Roger
This Week: Q1 '24 Earnings Recap
Analysts Don Kellogg and Roger Entner dissect the 1st Quarter earnings for both telecom and cable. They also discuss slowing upgrade rates, T-Mobile's entry into the fiber market, and examine the industry's net promoter scores. 00:24 Q1 earnings represent a cooling market 01:18 Handset replacements are cratering 03:05 AT&T's Q1 Earnings 07:06 Verizon's Q1 Earnings 10:50 T-Mobile's Q1 Earnings 12:57 T-Mobile's investment in Lumos Fiber 17:06 Comcast's Q1 Earnings 18:52 Charter's Q1 Earnings 19:42 Industry overview Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don K...
2024-04-29
22 min
The Week with Roger
This Week: Data Caps for FWA, Comcast Goes Prepaid
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...
2024-04-22
12 min
The Week with Roger
Tihs Week: Spectrum Mobile's New Anytime Upgrade Plan, Roger gets stuck in traffic
Analysts Don Kellogg and Roger Entner unpack Charter's new Anytime Upgrade and Low-Cost Device Protection Plan, possible impacts to the cable industry, and the fading relevance of credit scores. Roger also discusses his eclipse viewing and the ensuing New England traffic nightmare. 00:52 Charter announces new Anytime Upgrade plan 01:35 Roger's take on $5 device insurance 03:23 Not subsidizing devices facilitates upgrades 04:21 Charter's strategic aims 07:38 Impacts to cable competitors 09:23 T-Mobile values payment history over credit scores 12:12 Roger's post-eclipse traffic jam 14:44 Planning for the next eclipse
2024-04-15
16 min
The Week with Roger
This Week: Here we go again - Net Neutrality is back in the news
Analysts Don Kellogg and Roger Entner dive deep into the prospect of net neutrality's return.00:25 Roger says net neutrality is déjà vu all over again 02:00 Network slicing 02:59 Who really benefits from net neutrality? 04:04 Title II and political predictions 07:49 Net neutrality as a gateway to price controls 10:12 Net promoter scores are up without net neutrality 11:24 Discussion conclusionsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, net neutrality, FCC, network slicing, Title II, Supreme Court, election, price controls, AC...
2024-04-08
12 min
The Week with Roger
This 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...
2024-04-01
08 min
The Week with Roger
This Week: Verizon 5G event, Apple Antitrust
Analysts Don Kellogg and Roger Entner discuss Roger's recent presentation at New Street Research's broadband event, as well as his visit to Verizon headquarters. They also have a spirited debate over the merits of the Apple antitrust lawsuit.00:48 Roger's presentation and the state of mobile carriers 02:43 Verizon's 5G demo and new sports league use cases 04:04 WiFi sensors for home security and Matter hub integration for smart homes 06:05 The future of routers driving consumer satisfaction 09:16 Verizon's ongoing events 09:54 Roger's overview of the Apple lawsuit 12:09 Roger and...
2024-03-25
21 min
The Week with Roger
This Week: Verizon B2B Analyst Event
AnalystsDon Kellogg and Roger Entner are joined by Daryl Schoolar to discuss a recent Verizon B2B analyst event at Verizon headquarters.00:38 Overall impressions of the event 02:27 How Verizon plans to leverage FWA 03:42 Verizon's simplification strategy to increase volume 04:53 Security as a driver of mobile services to businesses 05:50 What about wireline and legacy services? 06:18 FWA use case examples 08:43 In-depth simplification discussionTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Daryl Schoolar...
2024-03-17
10 min
The Week with Roger
This Week: Dish, USCC & Altice Earnings, T-Mobile turns on more 2.5GHz
Analysts Don Kellogg and Roger Entner discuss earnings from the smaller but still significant players in wireless, such as US Cellular, Dish, and Altice. They also discuss T-Mobile's Auction 108 announcement.00:38 US Cellular maintains the status quo 04:03 Altice net adds and merger rumors with Charter 05:52 Charter's strengths and weaknesses 07:06 Dish reduces customer losses 09:06 T-Mobile's Auction 108 activation 11:44 FWA successes and targetingTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, earnings, UScellular, Dish, Altice, AT&T, T-Mobile,Verizon, Charter, Comcast...
2024-03-11
13 min
The Week with Roger
This Week: Thoughts on Mobile World Congress 2024
Analysts 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...
2024-03-03
12 min
The Week with Roger
This 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...
2024-02-25
14 min
The Week with Roger
This Week: Comcast Converge
AnalystsDon Kellogg and Roger Entner are joined by Jake Hawkridge to discuss Comcast's recent Converge event for press and analysts in Philadelphia. Jake describes the star-studded nature of the event as well as the upcoming technology that was previewed and the trends that were outlined.00:32 Introduction to the event 01:14 New XB10 Router and Sky Glass 02:10 Upcoming device-based security system 03:19 Upselling security to consumers 04:20 DOCSIS 4.0 discussion 05:35 Wi-Fi 7 discussion 06:53 Upcoming high-fidelity video features 07:38 Wi-Fi speed boost discussion 08:03 Heavy data usage...
2024-02-19
13 min
The Week with Roger
This Week: Verizon's Sell Side Analyst Event
AnalystsDon 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...
2024-02-12
12 min
The Week with Roger
This Week: Q4 Earnings Recap, Roger Gets a Vision Pro
Analysts Don Kellogg and Roger Entner dive into the 4th Quarter earnings for both telecom and cable. They also discuss the impact of FWA, customer satisfaction in the cable industry, and Roger's exciting purchase of the new Apple Vision Pro.00:38 Verizon's Q4 Earnings 03:24 FWA's impact 05:28 Verizon's postpaid adds 06:41 AT&T's Q4 Earnings 09:15 T-Mobile's Q4 Earnings 10:16 Customer satisfaction in the industry 12:18 Comcast's Q4 Earnings 13:56 Charter and cable vs. telco 18:33 Speed and satisfaction 19:29 Q4 Overview 19:50 Roger's Apple Vision Pro review
2024-02-05
23 min
The Week with Roger
This Week: 12GHz Spectrum Update with Jeff Blum, Chip Pickering and Michael O'Rielly
AnalystsDon 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...
2024-01-28
12 min
The Week with Roger
This Week: Tis the Season.... for Price Increases
Analysts Don Kellogg and Roger Entner discuss the 2024 price increases set to affect wireless customers, as well as the current state of the streaming industry.00:48 AT&T price increases and service upgrades02:28 Verizon price increases for both consumer and business legacy plans03:18 T-Mobile abandons their Price Lock guarantee05:35 T-Mobile passes “Netflix On Us” increases onto consumers and dabbles with Hulu07:55 The impact of Inflation on the streaming industryDetails on Price Lock changes at T-Mobilehttps://www.androidauthority.com/t-mobile-new-price-lock-policy-3404851/Tags...
2024-01-22
09 min
The Week with Roger
This Week: CES Impressions, Device Retail in Wireless
Analysts 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
2024-01-15
13 min
The Week with Roger
This Week: The Need for Speed - Broadband and Wireless Connections get even Faster
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
2024-01-08
08 min
The Week with Roger
This Week: 2023 Telecom Year in Review
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.1:00 Convergence is real, and it's great for customers6:20 Fixed Wireless Access is the 5G killer app7:00 The shift to premium wireless plans11:35 Industry-wide churn at record lows - people are happy13:00 Postpaid grows at the expense of prepaidTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Fixed Wireless Access, FWA, Net Promoter Score, NPS, Verizon, T-Mobile, AT&T, Mint, MobileX
2024-01-01
15 min
The Week with Roger
This Week: Lessons in Leadership from Denny Strigl
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...
2023-12-25
26 min
The Week with Roger
This Week: All about Broadband and Wireless Net Promoter Score
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
2023-12-18
15 min
The Week with Roger
This Week: The State of OpenRAN with Bejoy Pankajakshan of Mavenir
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...
2023-12-11
20 min
The Week with Roger
This Week: New Spectrum Policy??
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
2023-12-04
06 min
The Week with Roger
This Week: Innovations in Telecom as a Service with Nico Girard of Oxio
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...
2023-11-20
13 min
The Week with Roger
This Week: The Status of OpenRAN with Alok Shah of Samsung Networks
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
2023-11-13
15 min
The Week with Roger
This Week: Cable's Continued Growth in Wireless, Verizon Names a Permanent CFO
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
2023-11-05
10 min
The Week with Roger
This Week: Q3 Earnings Spectacular- AT&T, Verizon, T-Mobile, Comcast & Charter
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 p...
2023-10-30
21 min
The Week with Roger
This Week: Joe Russo on the Future of Verizon's Network
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 mmWa...
2023-10-23
15 min
The Week with Roger
This Week: Impressions of the 5G Americas Event with the Recon Team and Peter Linder of Ericsson
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...
2023-10-16
14 min
The Week with Roger
This Week: The Future of Distributed Cellular Networks with Frank Mong of Nova Labs
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 M...
2023-10-09
21 min
The Week with Roger
This Week: MobileX Launches in Walmart
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
2023-10-02
12 min
The Week with Roger
This Week: The Dish 800MHz Spectrum Saga Continues, The First 5G Call from Space, Verizon C-Band Deployment Details
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 MH...
2023-09-25
17 min
The Week with Roger
This Week: T-Mobile gets more 600 MHz Spectrum
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
2023-09-18
08 min
The Week with Roger
This Week: Enterprise Infrastructure with Ericsson, Anna Gomez Approved as FCC Commissioner
Analysts Don Kellogg, Roger Entner and Jake Hawkridge discuss the latest news in telecom, media, and technology.0:50 Overview of Ericsson’s enterprise telecom analyst 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
2023-09-11
14 min
The Week with Roger
This Week: Dish and T-Mobile Disagree Over 14 MHz of Spectrum, Verizon Announces New FWA Plans
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
2023-09-04
14 min
The Week with Roger
This Week: The State of Prepaid with John Dwyer of AT&T
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: ...
2023-08-28
14 min
The Week with Roger
This Week: Remaining C-Band Spectrum Clears Early
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...
2023-08-21
10 min
The Week with Roger
This Week: Dish and Echostar joining forces, Changes at Rakuten Mobile and the Future of OpenRAN
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 interest...
2023-08-14
13 min
The Week with Roger
This 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...
2023-08-07
14 min
The Week with Roger
This Week: Q2 Earnings Bonanza
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...
2023-07-31
15 min
The Week with Roger
This Week: Our View into the Streaming Wars
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 En...
2023-07-24
09 min
The Week with Roger
This Week: All About Fixed Wireless Access
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...
2023-07-17
16 min
The Week with Roger
This 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...
2023-07-10
13 min
The Week with Roger
This Week: More C-Band Mess with the FAA, China Allocates 6 GHz to 5G and 6G
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 A...
2023-07-03
10 min
The Week with Roger
This Week: Owners Economics Across Network Types: MNO, MVNO and Hybrid
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, ce...
2023-06-26
18 min
The Week with Roger
This 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...
2023-06-19
17 min
The Week with Roger
This 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...
2023-06-12
13 min
The Week with Roger
This Week: The Happiest and Unhappiest Broadband Customers
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,
2023-06-05
12 min
The Week with Roger
This Week: Why the FCC's Spectrum Authority Matters
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, spect...
2023-05-29
08 min
The Week with Roger
This Week: The Future of Fiber with Gigapower CEO Bill Hogg
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 liv...
2023-05-22
12 min
The Week with Roger
This Week: News from the ConnectX conference, Gigapower deal closes
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?
2023-05-15
14 min
The Week with Roger
This Week: Closing out Q1 Earnings, Mint and the DoJ
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 investig...
2023-05-08
12 min
The Week with Roger
This Week: Q1 Earnings roundup - Verizon, T-Mobile, Comcast & Charter
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 en...
2023-05-01
20 min
The Week with Roger
This Week: T-Mobile's New Uncarrier Event, AT&T releases Q1 Earnings
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 Ke...
2023-04-24
22 min
The Week with Roger
This Week: Inside Verizon's New Innovation Lab
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 En...
2023-04-17
12 min
The Week with Roger
This Week: Verizon Expands C-Band Coverage; An In-Depth Look at the National Broadband Map
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,
2023-04-10
11 min
The Week with Roger
This Week: Connected America Takes Off
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...
2023-04-03
08 min
The Week with Roger
This Week: Mint Sells to T-Mobile
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, Re...
2023-03-20
16 min
The Week with Roger
This Week: Value vs Premium Players in Wireless - a Deep Dive on ARPU & ARPA
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.
2023-03-13
14 min
The Week with Roger
This Week: Another Shakeup at Verizon
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 E...
2023-03-06
15 min
The Week with Roger
This 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...
2023-02-27
11 min
The Week with Roger
This Week: Neville Ray Retires, Xfinity follows Spectrum's Lead
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,
2023-02-20
10 min
The Week with Roger
This Week: Changing the MVNO Game with Peter Adderton of MobileX
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 ho...
2023-02-13
16 min
The Week with Roger
This Week: Q4 Telecom Earnings in Review
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:33: How Verizon did in Q4. Will they reposition?5:01: Network isn’t as much of a differentiator as it used to be.6:02: Faster speeds are not yet needed - what do we know about possible use cases?8:55: How AT&T performed in Q4.11:02: T-Mobile’s numbers for Q4 - can they keep it up?13:32: Charter & Comcast did well this quarter - how well?Tags: telecom, telecommunications, business, wireless, cellular p...
2023-02-06
17 min
The Week with Roger
This Week: Driving Growth by Putting Customers at the Center with Jenifer Robertson of AT&T
Analysts Don Kellogg and Roger Entner discuss the latest news in earnings season with special guest Jenifer Robertson, EVP for Consumer Mass Markets at AT&T.0:26: Competitive intensity during the 4th quarter.2:22: How AT&T drove strong results without using free lines or content as bait.5:30: How the “Best Deals for Everyone” has changed the market 7:44: The importance of consistency and difference between consistency and complacency.9:30: How Fiber changes the game.13:44: AT&T announced a partnership with BlackRock to extend their fiber network.Tags...
2023-01-30
18 min
The Week with Roger
This Week: T-Mobile Hacked.... Again
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:28: T-Mobile has been hacked!1:33: Do consumers care about this?3:11: Market opportunities as a result of this breach.6:20: The importance of two-factor authorization.8:03: Safety measures that can be taken to protect yourself and the practical considerations.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, T-Mobile, Data breach, breach, hack, hacking, safety mechanisms, cyber security, DISH, AT&T, Verizon
2023-01-23
11 min
The Week with Roger
This 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...
2023-01-16
09 min
The Week with Roger
This Week: Carriers Preview '23 Strategy & Q4 results
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:28: What did Verizon have to say and how have they changed throughout the years at the recent Citi Conference?6:26: A shift in marketing strategy away from “best network”.7:55: T-Mobile pre-released a lot of their Q4 reports during their talk at the Citi Conference.10:08: The difference that network makes and a Magenta Max update.11:58: What AT&T’s plan looks like.14:16: What were the results of the Children & Wireless survey this year?
2023-01-09
18 min
The Week with Roger
This Week: 2022 Year in Review & Trends for 2023
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:30: Trends from 2022 and what they could mean for 2023.4:01: FWA and 5G’s impact on the cable industry.5:38: Promotional trends within the top carriers.6:45: Possible disruptions in 2023.9:10: Standalone Networks and what we have yet to see in 2023.10:55: We still have only four FCC Commissioners despite the Democrats’ Majority position.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, Comcast, Charter, FWA, fixed wire...
2023-01-02
13 min
The Week with Roger
This Week: Getting Down to Business- The Wireless B2B Landscape
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:30: A breakdown of the business landscape in wireless.4:17: An update on the first responder market and why they need to have priority in communications. 8:34: Theorizing about how the market share could redistribute when the smaller carriers enter the competition for business.9:55: The technological advancements coming soon and how those could help enterprise services.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Veriz...
2022-12-26
13 min