The Week with Roger

Latest Episodes:

This Week: Verizon's Consumer Connections Report with Consumer Group CEO Sampath Feb 10, 2025

Show notes

Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the newly-released Consumer Connections Report and the various insights it provides.

00:24 Consumer Connection Report overview

02:06 Parental controls with Verizon Smart Family and Wi-Fi importance

06:28 Verizon Home app improves in-home control

07:20 Leveraging broadband experience into FWA

09:51 Retail is not dead!

12:04 Verizon's future focus

13:03 episode wrap-up

2024 Verizon Consumer Connections Report:

https://verizon.turtl.co/story/2024-consumer-connections-report/page/1

Tags: telecom, telecommunications, wireless,prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Verizon, Consumer Connections Report, Smart Family, parental controls, Wi-Fi, router, broadband, Fios, fiber, FWA, NPS, retail

This Week: Q4 '24 Earnings Recap, Changes at the FCC Feb 03, 2025

Show notes

Analysts Don Kellogg and Roger Entner discuss Q4 earnings from the major players in telecom and cable, as well as key personnel updates for T-Mobile and the FCC.

00:25 AT&T Q4 overview

03:06 Verizon Q4 overview

06:35 T-Mobile Q4 overview

08:04 Cable industry Q4 overview

08:53 T-Mobile to appoint Srinivasan Gopalan as COO

10:09 Telecom industry Q4 summary

10:25 FCC Chairman Carr appoints Scott Delacourt as Chief of Staff

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, FWA, upgrades, Verizon, T-Mobile, MRC, ARPU, fiber, John Stanke, EBITDA, cable, Comcast, Black Friday, Charter, Sprint, Srinivasan Gopalan, FCC, Brendan Carr, Scott Delacourt

This Week: Consumer Perception vs. Reality in Wireless Jan 27, 2025

Show notes

Analysts Don Kellogg and Roger Entner discuss current consumer perceptions surrounding big players in the telecom industry and if the perception matches reality.

00:25 Where do current carriers stand?

1:10 Switching dictates perception

02:25 Verizon vs. T-Mobile on price and network

06:33 4G vs. 5G in reality

08:25 AT&T's perception

09:06 Carrier identity goals

10:00 Cable and Mint

12:12 Cable's transition and content challenges

15:00 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, 4G, 5G, network, T-Mobile, AT&T, price, MRC, ARPU, Wi-Fi, data, FWA, slicing, net adds, gross adds, cable, Mint, churn, value, content, NFL, linear television, video, streaming

This Week: AI's Impact on Data Storage with Mitch Klaassen Jan 20, 2025

Show notes

Analysts Don Kellogg and Roger Entner are joined by Mitch Klaassen to discuss AI's impact on data storage and how companies are planning to deal with exponential capacity demands.

00:24 What's next for Recon Analytics?

01:40 Seagate storage study overview

03:11 Businesses differ on AI storage predictions

04:08 Storage types differ by region

05:01 Regulation has a huge impact

05:38 How companies are coping with huge amounts of data

06:26 The cloud is still hard storage

07:50 Capacity woes

10:40 Episode wrap-up

Mitch's White Paper: “Impact of AI on Storage Requirements”

https://reconanalytics.com/impact-of-ai-on-corporate-storage-requirements

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mitch Klaassen, scaling, Seagate, storage, AI, cloud, China, Europe, regulation, GDPR, Azure, AWS, data centers, capacity, video, streaming

This Week: Will AT&T's Guarantee Change the Game? Jan 13, 2025

Show notes

Analysts Don Kellogg and Roger Entner discuss the impact of AT&T's new guarantee on connectivity, support, and best deals and devices for both fiber and wireless customers.

00:25 Guarantee details

02:19 What makes AT&T's guarantee different?

04:34 Motivations behind the guarantee

05:47 Will promises match reality?

07:36 Risks of the guarantee

09:00 Planning behind the guarantee

10:05 Impact on the industry

11:35 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, connectivity, guarantee, fiber, best plans and devices, Charter, regulation, FCC, churn, Chris Winfrey, outage, net promoter scores, customer service, credits, Sprint, T-Mobile, Verizon

This Week: The Future of Cloud and AI with Brandon Larson of Mavenir Jan 06, 2025

Show notes

Analysts Don Kellogg, Roger Entner, and Daryl Schoolar are joined by Mavenir's SVP of Cloud & AI, Brandon Larson, to discuss the recent analyst event as well as the future of networks and telecom infrastructure.

00:23 Mavenir analyst event overview

03:15 Practical AI applications

05:04 Solving customer problems

06:11 Mavenir company profile

08:45 The future of cloud and AI

11:17 Networks as critical infrastructure

13:30 Using technology to meet expectations

16:58 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, Brandon Larson, Mavenir, Open RAN, AI, networks, BSS, OSS, cloud, critical infrastructure, 5G, Steve Jobs

This Week: 2024 Year in Review & The Year Ahead Dec 30, 2024

Show notes

Analysts Don Kellogg and Roger Entner provide a thorough breakdown of the past year in telecom, as well as provide insights for 2025 and the new regulatory environment.

00:37 AT&T year in review

01:32 FWA vs. fiber

03:29 T-Mobile year in review

07:25 Verizon year in review

09:36 US Cellular folds

10:15 Boost stays alive

11:24 Cable industry year in review

14:24 Upcoming FCC and regulatory changes

15:32 Cable vs. telecom spectrum battles

17:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, fiber, churn, FWA, spectrum, Verizon, T-Mobile, Deutsche Telekom, Mint, cable, capital light, Frontier, US Cellular, Dish, Boost, EchoStar, cellphone internet, CBRS, rural, DOCSIS 4.0, FCC, Brendan Carr, Jessica Rosenworcel, net neutrality, Maria Cantwell, Ted Cruz, AWS-3

This Week: The Origins of the Verizon Credo with Jim Gerace Dec 23, 2024

Show notes

Analysts Don Kellogg and Roger Entner are joined by Jim Gerace, former Chief Communications Officer of Verizon, to discuss the formation and legacy of the Verizon Credo, as well as how the core values it espouses have contributed to commercial success.

00:24 Verizon Credo concept

02:48 Origins of the Credo

06:39 Adoption of the Credo

09:34 Evolution of the Credo

10:44 Verizon's emphasis on the customer

14:41 Longevity of the Credo

17:23 Constructive dissent concept

19:13 Episode-wrap

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jim Gerace, Verizon, Verizon Credo, Dennis Strigl, Ivan Seidenberg, customer service, mission statement, core values, Bedminster

This Week: Titans of Prepaid with Mint Mobile's Aron North Dec 15, 2024

Show notes

Analysts Don Kellogg and Roger Entner are joined by Mint's Chief Marketing Officer Aron North to discuss the company's ascension, unique marketing strategies, and future prospects.

00:25 Aron's career with Mint

02:18 Mint's impressive growth story

07:18 Mint's scientific approach to pricing

10:25 Crafting Mint's marketing message

13:57 The Mintfomercial

15:40 T-Mobile's ownership of Mint

16:04 Mint's future and Aron's plans

17:06 An emphasis on teamwork

18:27 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Aron North, Mint, T-Mobile, branding, marketing, pricing, David Glickman, Ryan Reynolds, growth

This Week: AT&T Analyst & Investor Day Dec 09, 2024

Show notes

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.

00:24 AT&T Investor Day overview

02:14 Leadership & company turnaround

03:24 Fiber and convergence

06:04 Tech stack simplification and Open RAN

07:34 5G expansion

08:12 Copper reduction targets

08:59 Leverage reduction and capital allocation

10:31 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, Gigapower, fiber, T-Mobile, John Stankey, churn, convergence, Open RAN, Mavenir, 5G, DSL

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