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: News from the ConnectX conference, Gigapower deal closes May 15, 2023

Show notes

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?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Connect(X), Connect Expo, AT&T, Verizon, Digital Bridge, Bright Speed, DISH, Comcast, WIFI, WIFI hotspots, Charter, CBRS, FWA, fixed wireless access, FCC, DOJ, T-Mobile, FIOS, Google, BEAD,

This Week: Closing out Q1 Earnings, Mint and the DoJ May 08, 2023

Show notes

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 investigating the Mint Mobile acquisition by T-Mobile.

10:50: Mint customers have been among the happiest in the industry.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Frontier, Altice, Qualcomm, US Cellular, NPS, DISH, earnings, quarter 1 earnings, DOJ, FCC, MVNO, Ting, Mint Mobile, Verizon, Tracfone, T-Mobile,

This Week: Q1 Earnings roundup - Verizon, T-Mobile, Comcast & Charter May 01, 2023

Show notes

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 environment between the carriers.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, earnings, Q1, Verizon, FIOS, DSL, T-Mobile, Charter, Comcast, fiber, fixed wireless, DSL, AT&T,

This Week: T-Mobile's New Uncarrier Event, AT&T releases Q1 Earnings Apr 24, 2023

Show notes

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 Dish

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, earnings, Q1, T-Mobile, Verizon, 5G, Boost Mobile, DISH

This Week: Inside Verizon's New Innovation Lab Apr 17, 2023

Show notes

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 5G

6:40: 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 Entner, Verizon, technology development, Lockheed, Lockheed Martin, drone technology, AR, VR, Virtual Reality, remote learning, private networks, slicing, network slicing, T-Mobile, AT&T, fixed wireless,

This Week: Verizon Expands C-Band Coverage; An In-Depth Look at the National Broadband Map Apr 10, 2023

Show notes

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,

This Week: Connected America Takes Off Apr 03, 2023

Show notes

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, connectivity, BEAD, Broadband Equity Access and Deployment

This Week: Did Huawei and Deutsche Telekom try to evade US Sanctions? Mar 27, 2023

Show notes

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

0:32: News from the business press in Germany about a contract between Deutsche Telekom and Huawei

2:22: Discussions on how to remove Huawei from networks in Europe

3:48: What this timing means for Deutsche Telekom taking a controlling interest in T-Mobile USA

6:40: How have DT and Huawei responded to the allegations? What comes next?

This Week: Mint Sells to T-Mobile Mar 20, 2023

Show notes

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, Recon Analytics, Don Kellogg, Roger Entner, Mint Mobile, T-Mobile, MVNO, DISH, Boost, Tracfone, Comcast, Charter, Consumer Cellular, Deadpool, Ryan Reynolds, acquisition,

This Week: Value vs Premium Players in Wireless - a Deep Dive on ARPU & ARPA Mar 13, 2023

Show notes

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.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, ARPA, ARPU, Verizon, T-Mobile, AT&T, MobileX

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