The Week with Roger

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Technology
**The Week with Roger**

Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.

Latest Episodes:

This Week: Our View into the Streaming Wars Jul 24, 2023

Show notes

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:25: The newest updates to streaming and the difference between paid, borrowed, and bundled.

1:55: How many streaming customers are sharing passwords and how that’s affecting each of the platforms.

3:24: Customers don’t seem to care for AppleTV.

5:07: ESPN+ does not make customers happy.

6:44: How the bundling strategy is affecting customer satisfaction and profitability.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, streaming platforms, streaming, Verizon, T-Mobile, AT&T, Disney+, HBO Max, Netflix, AppleTV, Peacock, HULU+, ESPN+, Hulu, ESPN, Amazon Prime,

This Week: All About Fixed Wireless Access Jul 17, 2023

Show notes

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:25: Fixed Wireless Access - an introduction.

1:55: The connection between mobile and FWA and why FWA is a threat to everyone.

6:03: What the model shows us about fallow capacity currently and into the future.

8:52: What the net promoter scores show in Don & Roger’s data.

13:58: How will cable providers fight back against FWA?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, fixed wireless access, FWA, T-Mobile, Verizon, cable, fiber, AT&T, FIOS, outages, AR, VR, augmented reality, virtual reality, return rate, Comcast, Charter, ISPs, MSO

This Week: Comparing Wireless CEOs - Which Strategies are Working? Jul 10, 2023

Show notes

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-kellogg

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mike Sievert, Hans Vestberg, John Stankey, T-Mobile, AT&T, Verizon, Fierce Wireless

This Week: More C-Band Mess with the FAA, China Allocates 6 GHz to 5G and 6G Jul 03, 2023

Show notes

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:27: The latest update on the conflict between the airlines’ altimeters and C-Band deployment.

2:12: Is there actually a safety risk to airline customers?

3:51: Spectrum news from China regarding 5G & 6G - how does it compare to what the US is doing?

7:34: How the spectrum gets used is incredibly important.

8:53: How will China deal with the interference between WIFI and 5G/6G?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, c-band, airlines, 5G, 6G, China, WIFI, AR, VR,

This Week: Owners Economics Across Network Types: MNO, MVNO and Hybrid Jun 26, 2023

Show notes

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:28: Examining the different facets of Owner’s Economics.

3:35: The logic behind T-Mobile & Verizon implementing FWA.

5:44: What happens when the idle capacity has been used up?

6:59: Empty network Owner’s Economics.

10:09: Examining the MVNO business model.

12:10: What about the spectrum that the MVNOs have brought for their own usage?

13:51: How WIFI plays into the cable companies’ owner economics - hybrid MSO models.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MVNO, Verizon, AT&T, T-Mobile, FWA, fixed wireless access, DISH, cloud network, owner’s economics, business analysis, data usage, CBRS, Comcast, Charter, cable,

This Week: Dish Hits an Important Milestone, but What Does the Future Look Like? Jun 19, 2023

Show notes

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:27: DISH recently hit an important milestone.

1:55: VONR is difficult to set up - is DISH living up to its commitment to the government?

4:00: The problems DISH is facing with this buildout.

7:55: How the small carrier buyouts have changed - and looking closer at T-Mobile’s acquisition of Sprint.

9:30: DISH seems to have a distribution problem, could it become successful like Mint?

12:40: The allure of building what DISH is building out and will the numbers work out for them?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, 5G, VONR, VOLTE, T-Mobile, Genesis network, HPEA, DOJ, FCC, BOOST, ALLTEL, Amazon, Walmart, Mint, GoogleFi,

This Week: Apple Vision Pro - Has AR/VR Finally Arrived? Jun 12, 2023

Show notes

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:26: Apple held the Worldwide Developer Conference and rolled out a new product - Apple Vision Pro - what is it?

3:52: Where this is likely heading in the future and possible use cases.

7:09: Where could this fit in with Mobile Edge computing and the like?

9:00: The information advantage that will be provided with this new technology.

10:01: What role could advertising play in this new AR environment?

12:43: Issues facing the product and its competitors.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AR, augmented reality, Apple, Worldwide Developer Conference, VR, virtual reality, iPhone, Oculus,

This Week: The Happiest and Unhappiest Broadband Customers Jun 05, 2023

Show notes

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,

This Week: Why the FCC's Spectrum Authority Matters May 29, 2023

Show notes

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:26: Former leaders of the FCC sent a letter to Congress about reinstating auction authority to the FCC again - the history behind this request.

3:01: Will this actually happen or not? How long could it possibly take?

4:54: Without spectrum auction authority, nothing new is happening in the foreseeable future - what’s happening in the interim.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FCC, Congress, auctions, spectrum, T-Mobile, centimeter wave, FWA, debt limit,

This Week: The Future of Fiber with Gigapower CEO Bill Hogg May 22, 2023

Show notes

Analysts Brett Clark and Roger Entner discuss the latest news in telecom, media, and technology with special guest Bill Hogg, CEO of Gigapower.

0:34: Bill shares details about the Gigapower Joint Venture.

1:47: The markets they are targeting - why they are working on those markets.

3:04: The strategy they are using to test out their features.

5:31: Why have they chosen to become an open access provider?

8:04: When they expect to hit their subscriber goal and where they see their model heading.

10:51: When do they expect the first markets to go live?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Bill Hogg, Gigapower, internet, connectivity, WIFI, broadband access, fiber, Brett Clark, competition, BEAD, open access, AT&T, BlackRock,

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