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: Another Shakeup at Verizon Mar 06, 2023

Show notes

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

0:27: Verizon has had some leadership changes

2:28: 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 Entner, Verizon

This Week: Dish Makes Progress, but is it Enough? Feb 27, 2023

Show notes

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 service, Recon Analytics, Don Kellogg, Roger Entner, DISH, openRAN, Samsung, Deutsche Telecom, VONR, voice over new radio,

This Week: Neville Ray Retires, Xfinity follows Spectrum's Lead Feb 20, 2023

Show notes

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,

This Week: Changing the MVNO Game with Peter Adderton of MobileX Feb 13, 2023

Show notes

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 home?

12:15: How does MobileX make money if not off of breakage and overages?

13:50: When will MobileX launch commercially?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MobileX, Digital Turbine, Boost Mobile, Amped Mobile, Peter Adderton, prepaid wireless, competition, MVNO, AI, machine learning,

This Week: Q4 Telecom Earnings in Review Feb 06, 2023

Show notes

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 phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, earnings, Q4, AT&T, T-Mobile, Hans Vestberg, FWA, fixed wireless access, Charter, Comcast, Cox,

This Week: Driving Growth by Putting Customers at the Center with Jenifer Robertson of AT&T Jan 30, 2023

Show notes

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: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Jenifer Roberts, AT&T, 4th quarter, competition, fiber, BlackRock, Digital Divide, GigaPower

This Week: T-Mobile Hacked.... Again Jan 23, 2023

Show notes

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

This Week: Leadership Shakeup at Dish, Is Mint Mobile for Sale? Jan 16, 2023

Show notes

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-mobile

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, 5G, Boost, DISH, Stephen Bye, Ziff Davis, Root Metrics, Ookla, Cricket, Metro, Ryan Reynolds, Mint Mobile, T-Mobile,

This Week: Carriers Preview '23 Strategy & Q4 results Jan 09, 2023

Show notes

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?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FWA, fixed wireless access, Verizon, AT&T, T-Mobile,

This Week: 2022 Year in Review & Trends for 2023 Jan 02, 2023

Show notes

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 wireless access, cable, uncarrier, T-Mobile, AT&T, DISH, openRAN, Boost, Genesis Network, FCC, Net Neutrality, Title II,

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