The Week with Roger

Latest Episodes:

This Week: The Road Ahead for T-Mobile Sep 23, 2024

Show notes

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-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, SMRA, FWA, Verizon, Lumos, Metronet, US Cellular, Deutsche Telekom, fiber, Sam Altman, Jensen Huang, OpenAI, Nvidia, AI-RAN, Ericsson, Nokia, 5G, 6G, Ulf Ewaldsson, network speed, AR, network slicing, AT&T, FirstNet, first responders, cable, Charter, Chris Winfrey, Mike Sievert, Denny Strigl

This Week: Cell Sites in Space - Live from Cape Canaveral with Chris Sambar of AT&T Sep 16, 2024

Show notes

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 capabilities

02:54 Emergency and first responder applications

04:25 All phone users should benefit

05:02 Limitations of satellite communication

06:45 Spectrum usage & coverage gap reduction

07:29 Device operation

08:29 Satellite density will determine overall capacity

09:32 Availability timeline 10:15 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Chris Sambar, JR Wilson, John Wojewoda, AT&T, AST, satellites, BlueWalker 3, emergency communication, SOS, first responder, FirstNet, Abel Avellan, spectrum, densification, data

This Week: Verizon Innovates in Satellite Comms with Srini Kalapala Sep 09, 2024

Show notes

Analysts

Don 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-up

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

This Week: The Value Segment Heats Up Sep 02, 2024

Show notes

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-up

Tags: 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

This Week: Pulling Back the Curtain on Mint Mobile Aug 26, 2024

Show notes

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-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mint, T-Mobile, Consumer Cellular, D2C, Total, Metro, Cricket

This Week: Earnings Wrapup, Pixel Review Controversy, Industry Exec Updates Aug 19, 2024

Show notes

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 industry

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, T-Mobile, 5G, Dish, Altice, ACP, net adds, churn, parity, interest rates, fiber, Comcast, Charter, Google Pixel 9 Fold, AT&T Enterprise, Cricket, Stetson Doggett, Rick Welday, Melissa Arnoldi, John Dwyer

This Week: Disruption and the War between Cable and Wireless Aug 12, 2024

Show notes

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-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable, wireless, innovation, Verizon, Dennis Strigl, iPhone, AT&T, T-Mobile, John Legere, Un-carrier, Charter, FWA, convergence, net promoter scores, DOCSIS 4.0, routers

This Week: All about Starlink Aug 05, 2024

Show notes

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-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Starlink, cable, fiber, Verizon, DSL, FWA, router, AT&T, cNPS, net promoter scores, Comcast

This Week: Earnings from AT&T, Charter, Comcast & Verizon Jul 29, 2024

Show notes

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-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, earnings, Verizon, AT&T, Comcast, Charter, FWA,

fiber, net adds, ACP, churn, convergence

This Week: Will the FCC Mandate Handset Unlocks? Jul 22, 2024

Show notes

Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may require

carriers 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-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, FCC, unlocking, spectrum, D Block, Google, Verizon, net neutrality, Chevron deference, T-Mobile, Mint, AT&T, phone trafficking, subsidies, TracFone, Peter Adderton, MobileX

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