The Week with Roger

This Week: AI's Impact on Telecom Customer Service wth Anthony Goonetilleke of Amdocs Nov 04, 2024

Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry.

00:42 Businesses are ready for AI results

03:15 Amdocs' Gen AI applications

05:32 Are customers satisfied with AI service?

09:48 AI cost savings as a game changer

12:29 Telecom deserves more credit

13:15 Applications across industries

14:15 AI accuracy is improving rapidly

15:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Mitch Klaassen, Roger Entner, Anthony Goonetilleke, Amdocs, AI, KPIs, Gen AI, Agentic AI, customer service, LLM, net promoter scores, Nvidia, FWA, accuracy

This Week: Verizon Q3 Earnings, Sell Side Analyst Day Oct 28, 2024

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.

00:25 Verizon's Q3 breakdown

01:20 The metrics that truly matter

03:23 Investor Day fiber discussion

05:33 Investor Day FWA discussion

09:18 What's behind bundling?

10:38 Verizon's strategy vs. AT&T and T-Mobile

15:13 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light

This Week: Verizon Spends $1B on Spectrum from US Cellular Oct 21, 2024

Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.

00:25 Details of the deal

02:12 Spectrum properties

02:41 US Cellular's decisions inevitably led to the sale

04:08 The impact of rural markets

05:36 Upcoming elections will impact spectrum policy

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile, AT&T, EchoStar, Boost, Dish, FCC, TDS, cable, fiber, C Spire, RDOF, BEAD, elections

This Week: CBRS and Mid-Band: What is the Optimal Solution? Oct 14, 2024

Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range.

00:24 CBRS overview

01:24 Military use of CBRS

04:46 The television incentive auction as a useful model

05:24 Power requirements and interference mitigation

07:40 Licensing and interested parties

09:56 Arguments for and against the shift

12:35 The issue's resolution will take time

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, CBRS, spectrum, radar, AT&T, Wi-Fi, licensing, Verizon, cable, FWA, FCC

This Week: The next chapter for Dish? Oct 07, 2024

Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup.

00:23 Details of the announcements and potential deals

04:24 Is Dish's spectrum truly valuable?

05:46 Challenges persist regardless of the deal

07:14 Charlie Ergen remains an adept businessperson

07:50 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, DirecTV, TPG, AT&T, satellite television, Charlie Ergen, Boost, Spectrum, Sprint, T-Mobile, US Cellular, Mint

This Week: Another Lifeline for Dish Sep 30, 2024

Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish's

buildout requirement, as well as the uphill battle the company faces as a whole.

00:25 Dish's FCC decision overview

03:05 The FCC has flip-flopped on this issue

04:11 Other commitments are already underway 06:20 Dish's network is not its main problem

10:55 The FCC shows Dish considerable leeway

12:10 Other companies are not as lucky

13:30 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, FCC, buildout, 5G, data, Release 17, AT&T, interest rates, customer acquisition, marketing, Mint, Verizon, T-Mobile, spectrum, 12 GHz, DirecTV, Elon Musk, Charlie Ergen, Starlink, BEAD

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

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

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

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

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

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

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

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

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

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

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

This Week: What will Become of T-Mobile's 800 MHz Spectrum? Jul 15, 2024

On their 200th episode, analysts Don Kellogg and Roger Entner discuss T-Mobile's pending auction of 800 MHz spectrum and what entity may ultimately end up purchasing it.

00:27 T-Mobile's forced sale of spectrum

02:28 Potential uses for the spectrum

02:54 Why Dish won't buy

03:37 Auction details

04:08 This band is not particularly useful

05:00 Possible public utility use

06:41 What carriers actually need

07:18 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, spectrum, 800 MHz, Sprint, Dish, Nextel, FCC, auction, throughput, utilities, PG&E, AT&T, Verizon

This Week: The End of Chevron Defference, What does it mean for Telcom? Jul 08, 2024

Analysts Don Kellogg and Roger Entner discuss the landmark Chevron deference Supreme Court case and what it means for the future of telecom.

00:23 Chevron deference overview

03:33 Politicization of the process

04:18 Power shifts away from agencies

05:00 Relevance of the Telecom Act

06:19 Settled law is no longer settled

06:55 Predictions for the industry

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Supreme Court, Chevron deference, regulation, FCC, net neutrality, telecommunications Act of 1996, Title II

This Week: Verizon Rebrands: New logo, New plans & Handset deals, Verizon Access and More Jul 01, 2024

Analysts Don Kellogg and Roger Entner discuss Verizon's recent rebranding, complete with a new logo and ad campaign as well as features for both consumers and business.

00:24 Verizon's rebranding overview

1:47 Expanding use case focus

4:28 myHome and bundling streaming

8:05 Handset trade-in program

09:18 Will AI drive phone purchasing again?

11:47 Verizon Access deals and giveaways

12:58 Verizon Business Complete's end-to-end smartphone management

14:30 Episode Wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, myHome, FWA, Fios, AT&T, net adds, churn, streaming, trade-in, AI, iPhone, Android, NFL, B2B

This Week: Digital Transformation World: from AI to APIs Jun 24, 2024

Analyst Don Kellogg receives an update from Roger Entner and Daryl Schoolar, who are attending the Digital Transformation World conference in Copenhagen.

00:25 Overview of the conference

04:06 Practical AI use cases

07:27 Cloud native is crucial for operators

08:24 Corporate culture is a sticking point

09:10 How should outages be treated?

10:22 Event wrap-up

https://dtw.tmforum.org/

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, DTW24, AI, OpenAPI, Nokia, simplification, cloud native, corporate culture, outages

This Week: Microsoft Azure for Operators Shakeup, Carlos Slim buys part of BT Jun 17, 2024

Analysts Don Kellogg and Roger Entner discuss Microsoft's Azure for Operators shakeup, as well as Carlos Slim's new interest in a European telecom.

00:30 Microsoft to quit Affirmed and Metaswitch

02:20 Comparisons to Google

03:31 Microsoft is usually more persistent

06:09 Predictions for virtualized cores and cloud for telco

06:59 Carlos Slim takes a stake in BT

08:52 Predictions for BT

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

Kellogg, Roger Entner, Microsoft, Azure for Operators, Affirmed, Metaswitch,

Etisalat, Dish, Amazon, Google, Deutsche Telekom, Cisco, AT&T, vCPU, cloud

for telco, Carlos Slim, TracFone, BT

This Week: Best Plans for the Best Customers, NVidia Dabbles in OpenRan Jun 09, 2024

Analysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, as

well as Nvidia's acquisition of spectrum to test Open RAN.

00:25 Verizon's new plan updates may reduce churn

02:11 Prepaid and retail struggles continue

04:03 Verizon's overall strategy

04:28 Nvidia's spectrum acquisition and Open RAN predictions

Note: “Roger erroneously added that OpenRAN efforts only began to stabilize once Dish Network brought on established open RAN vendor Samsung, “which took over a lot of that stack.”” Mavenir continues to play a significant role in Dish’s 5G Open RAN network.

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, net adds, ACP, churn, retail, TracFone, Straight Talk, Visibile, Total, MobileX, Nvidia, spectrum, Open RAN, interoperability, Dish, Samsung, Ericcson, AI

This Week: T-Mobile Buys A Portion of US Cellular Jun 02, 2024

Analysts

Don Kellogg and Roger Entner discuss T-Mobile's recent acquisition of most of US Cellular's assets, including what this means for customers and the other carriers as well.

00:24 Roger's overview of the deal

03:53 What the deal doesn't include

07:16 Don's analysis of customer behavior

09:27 Carrier strategies going forward

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, U.S. Cellular, T-Mobile, spectrum, HHI, Herfindahl Hirschman Index, Verizon, AT&T, C Spire, rural, Sprint, Metro PCS, Nextel, merger, MNO, net adds, 5G

This Week: 5G Factory Insights with Mitch Klaassen, T-Mobile raises legacy rates, the march towards convergence May 27, 2024

Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics analyst Mitch Klaassen to discuss Ericsson's recent smart factory analyst event. Don and Roger then delve into a T-Mobile price increase as well as the increasing focus on convergence within the industry.

00:36 Smart factory overview

03:19 The push for American tech manufacturing

04:14 T-Mobile raises prices on legacy plans

06:28 Carriers have too many plans

08:09 The “march upward” toward premium plans 10:17 Convergence is key as net adds stagnate

This Week: Business Fixed Wireless Trends with Jake Hawkridge May 20, 2024

Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics B2B analyst Jake Hawkridge to discuss the results of a recent survey on how businesses use FWA.

00:35 Overview of the survey

03:15 Speed tier FWA focus

04:12 Prioritization FWA focus

04:48 Primary reasons for businesses choosing FWA

07:18 HFC vs. fiber

09:28 Satisfaction with FWA

10:29 FWA bundling

11:26 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jake Hawkridge, B2B, FWA, AT&T, Verizon, T-Mobile, speed tier, data, prioritization, data caps, speed caps, speed, reliability, fiber, cable, HFC, hybrid fiber-coaxial, satisfaction, NPS, bundling

This Week: The State of Broadband with Jonathan Chaplin May 13, 2024

Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.

00:55 Jonathan's take on broadband's recent decline

04:48 Roger's analysis of broadband

06:39 Jonathan's no-growth 2024 outlook

07:36 Roger's slightly optimistic 2024 outlook

09:04 Don's FWA predictions

10:49 Cable's culture is problematic

17:19 FWA's value vs. cable

21:08 T-Mobile's plan to buy parts of U.S. Cellular

24:10 What will happen to Dish's spectrum?

30:26 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jonathan Chaplin, New Street Research, broadband, cable, ACP, Charter, RDOF, BEAD, FWA, spectrum, DSL, T-Mobile, Verizon, DOCSIS 3.1, DOCSIS 4.0, NPS, Comcast, symmetrical service, U.S. Cellular, rural, Dish, AWS-3, FCC, Boost Infinite, AT&T

This Week: USCC Earnings, Mint Joins the T-Mobile Family May 06, 2024

Analysts Don Kellogg and Roger Entner discuss US Cellular's earnings as well as Mint's acquisition by T-Mobile.

00:37 US Cellular's earnings are concerning

02:48 The company's questionable ultra-rural strategy

04:37 Mint's acquisition by T-Mobile

06:20 Mint's customer base may present a challenge for T-Mobile

08:08 The deal by the numbers

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, US Cellular, earnings, Mint, T-Mobile, churn, fixed wireless, towers, rural, merger, acquisition

This Week: Q1 '24 Earnings Recap Apr 29, 2024

Analysts Don Kellogg and Roger Entner dissect the 1st Quarter earnings for both telecom and cable. They also discuss slowing upgrade rates, T-Mobile's entry into the fiber market, and examine the industry's net promoter scores.

00:24 Q1 earnings represent a cooling market

01:18 Handset replacements are cratering

03:05 AT&T's Q1 Earnings

07:06 Verizon's Q1 Earnings

10:50 T-Mobile's Q1 Earnings

12:57 T-Mobile's investment in Lumos Fiber

17:06 Comcast's Q1 Earnings

18:52 Charter's Q1 Earnings

19:42 Industry overview

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, upgrades, AT&T, churn, FWA, cable, broadband, Verizon, T-Mobile, EQT, Lumos, fiber, Cable One, Comcast, Charter, Spectrum, net promoter scores, NPS, DOCSIS 4.0

This Week: Data Caps for FWA, Comcast Goes Prepaid Apr 22, 2024

Ep.

188

Analysts

Don Kellogg and Roger Entner discuss T-Mobile implementing a soft data cap for FWA, as well as Comcast's new low-cost prepaid plan and the future of internet providers.

00:25 T-Mobile's changes to FWA service

02:48 Data cap specifics

04:30 Fiber vs. FWA

05:56 Competition in the marketplace

06:34 Comcast's new low-cost prepaid plan

08:01 Trends in the prepaid segment

09:03 DOCSIS 4.0 is crucial for broadband

11:18 Government's big role in shaping the industry

Tags: T-Mobile, Fixed Wireless Access, Comcast, Xfinity, Don Kellogg, Roger Entner, Recon Analytics, Docsis 4.0, broadband, cable, fiber, data caps, network prioritization, Spectrum, Regulation

Tihs Week: Spectrum Mobile's New Anytime Upgrade Plan, Roger gets stuck in traffic Apr 15, 2024

Analysts Don Kellogg and Roger Entner unpack Charter's new Anytime Upgrade and Low-Cost Device Protection Plan, possible impacts to the cable industry, and the fading relevance of credit scores. Roger also discusses his eclipse viewing and the ensuing New England traffic nightmare.

00:52 Charter announces new Anytime Upgrade plan

01:35 Roger's take on $5 device insurance

03:23 Not subsidizing devices facilitates upgrades

04:21 Charter's strategic aims

07:38 Impacts to cable competitors

09:23 T-Mobile values payment history over credit scores

12:12 Roger's post-eclipse traffic jam

14:44 Planning for the next eclipse

More details on the Spectrum Mobile Plan:

https://corporate.charter.com/newsroom/spectrum-mobile-launches-anytime-upgrade-and-device-protection-plan

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

Kellogg, Roger Entner, Charter, Spectrum, upgrade, insurance, cable, Verizon,

T-Mobile, credit score, Comcast, Cox, 5G, solar eclipse, Google Maps, Iceland

This Week: Here we go again - Net Neutrality is back in the news Apr 08, 2024

Analysts Don Kellogg and Roger Entner dive deep into the prospect of net neutrality's return.

00:25 Roger says net neutrality is déjà vu all over again

02:00 Network slicing

02:59 Who really benefits from net neutrality?

04:04 Title II and political predictions

07:49 Net neutrality as a gateway to price controls

10:12 Net promoter scores are up without net neutrality

11:24 Discussion conclusions

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

Kellogg, Roger Entner, net neutrality, FCC, network slicing, Title II, Supreme Court, election, price controls, ACP, net promoter scores, NPS

This Week: Can FWA Help to Bridge the Digital Divide? Apr 01, 2024

Analysts Don Kellogg and Roger Entner discuss Roger's latest article on FWA and why this technology is such a winner for the telecom industry.

00:25 Roger's thesis on FWA

02:08 Broadband subsidies and dividing spectrum to foster competition

04:00 FWA's capacity limitations

05:12 FWA and consumer friendliness

05:49 The overall value of FWA

07:22 Wise use of spectrum and conclusions

Roger's Article on Fierce Wireless: https://www.fiercewireless.com/5g/industry-voices-congress-stands-way-broadband-competition

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

Kellogg, Roger Entner, FWA, fiber, spectrum, BEAD, RDOF, C-Band, cable, DOCSIS

4.0, Wi-fi

This Week: Verizon 5G event, Apple Antitrust Mar 25, 2024

Analysts Don Kellogg and Roger Entner discuss Roger's recent presentation at New Street Research's broadband event, as well as his visit to Verizon headquarters. They also have a spirited debate over the merits of the Apple antitrust lawsuit.

00:48 Roger's presentation and the state of mobile carriers

02:43 Verizon's 5G demo and new sports league use cases

04:04 WiFi sensors for home security and Matter hub integration for smart homes

06:05 The future of routers driving consumer satisfaction

09:16 Verizon's ongoing events

09:54 Roger's overview of the Apple lawsuit

12:09 Roger and Don's differing perspectives on Apple

16:57 Differences between Apple and prior monopolies

19:25 Predictions on Apple's future

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

Kellogg, Roger Entner, New Street Research, AT&T, T-Mobile, broadband, Verizon, 5G, FWA, NHL, NFL, tablets, WiFi, Matter, smart homes, router, customer satisfaction, Apple, monopoly, antitrust, Samsung

This Week: Verizon B2B Analyst Event Mar 17, 2024

Analysts

Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss a recent Verizon B2B analyst event at Verizon headquarters.

00:38 Overall impressions of the event

02:27 How Verizon plans to leverage FWA

03:42 Verizon's simplification strategy to increase volume

04:53 Security as a driver of mobile services to businesses

05:50 What about wireline and legacy services?

06:18 FWA use case examples

08:43 In-depth simplification discussion

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

Kellogg, Roger Entner, Daryl Schoolar, Verizon, B2B, analyst event, FWA,

security, simplification, volume, 5G, wireline, legacy services, private

networks

This Week: Dish, USCC & Altice Earnings, T-Mobile turns on more 2.5GHz Mar 11, 2024

Analysts Don Kellogg and Roger Entner discuss earnings from the smaller but still significant players in wireless, such as US Cellular, Dish, and Altice. They also discuss T-Mobile's Auction 108 announcement.

00:38 US Cellular maintains the status quo

04:03 Altice net adds and merger rumors with Charter

05:52 Charter's strengths and weaknesses

07:06 Dish reduces customer losses

09:06 T-Mobile's Auction 108 activation

11:44 FWA successes and targeting

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

Kellogg, Roger Entner, earnings, UScellular, Dish, Altice, AT&T, T-Mobile,

Verizon, Charter, Comcast, greenfield network, 5G, standalone, Open RAN,

Auction 108, FWA, spectrum, net promoter score, NPS

This Week: Thoughts on Mobile World Congress 2024 Mar 03, 2024

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss Mobile

World Congress in Barcelona, which Roger and Daryl recently attended.

00:33 Roger's impressions of MWC 02:38 Daryl's impressions of MWC 04:04 The state of AI in

the mobile industry

04:56 Thoughts on the AI-RAN Alliance 06:30 Is AI learning?

07:30 International vs. domestic Standalone and 5G-Advanced

10:47 API and developers at MWC 12:15 Event wrap-up

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

Kellogg, Roger Entner, Daryl Schoolar, Mobile World Conference, MWC, Barcelona,

AI, Samsung, Telus, Huawei, Deutsche Telekom, Verizon, chatbot, AI-RAN

Alliance, Standalone, SA, 5G, 5G-Advanced, slicing, API, developers

This Week: AT&T Outage, Dish Reaches 200M with VONR, Does Retail Still Matter? Feb 25, 2024

Analysts

Don Kellogg and Roger Entner give their thoughts on the AT&T outage that

gripped the nation earlier this week, followed by news on DISH and a debate on

the nature of retail in the telecom industry.

00:26 Thoughts on the AT&T outage

04:19 DISH expands VoNR coverage to 200 million

07:32 DISH's personnel turnover

07:58 Don and Roger debate “Do wireless brands still need retail?”

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

Kellogg, Roger Entner, AT&T, outage, network, reliability, DISH, VoNR,

voice over new radio, 5G, VoLTE, retail, Metro, Cricket, Mint, Consumer

Cellular, cable

This Week: Comcast Converge Feb 19, 2024

Analysts

Don Kellogg and Roger Entner are joined by Jake Hawkridge to discuss Comcast's recent Converge event for press and analysts in Philadelphia. Jake describes the star-studded nature of the event as well as the upcoming technology that was previewed and the trends that were outlined.

00:32 Introduction to the event

01:14 New XB10 Router and Sky Glass

02:10 Upcoming device-based security system

03:19 Upselling security to consumers

04:20 DOCSIS 4.0 discussion

05:35 Wi-Fi 7 discussion

06:53 Upcoming high-fidelity video features

07:38 Wi-Fi speed boost discussion

08:03 Heavy data usage due to NFL streaming

09:32 The future of data consumption

10:15 Upcoming Sky products and experiences

12:35 Event wrap-up

Tags:

telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jake Hawkridge, Comcast, Xfinity, Converge, router, DOCSIS 4.0, Wi-Fi 7, Sky, security, Charter, Spectrum, traffic, broadband, speed, fiber, NFL, Peacock, data consumption

This Week: Verizon's Sell Side Analyst Event Feb 12, 2024

Analysts

Don Kellogg and Roger Entner dissect the recent Verizon sell side analyst event

as well as discuss the future of wireless retail stores.

00:26 Verizon's sell side analyst event

00:47 Roger's thoughts on the event

01:11 Don's thoughts on the event

02:20 Big management changes at Verizon

03:45 Verizon's reversion to a regional structure

04:47 The wireless industry shedding personnel

05:19 The future of wireless retail stores

08:26 Will all stores look like Apple Stores?

09:28 ACP's minimal impact on margins

10:04 FWA and private networks

11:42 Expectations for future sell-side events

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

Kellogg, Roger Entner, Verizon, AT&T, T-Mobile, Mint, Metro, Boost, management, personnel, engineers, fixed wireless, FWA, private networks, ACP, sell side event, retail stores, Apple Stores, edge computing

This Week: Q4 Earnings Recap, Roger Gets a Vision Pro Feb 05, 2024

Analysts Don Kellogg and Roger Entner dive into the 4th Quarter earnings for both telecom and cable. They also discuss the impact of FWA, customer satisfaction in the cable industry, and Roger's exciting purchase of the new Apple Vision Pro.

00:38 Verizon's Q4 Earnings

03:24 FWA's impact

05:28 Verizon's postpaid adds

06:41 AT&T's Q4 Earnings

09:15 T-Mobile's Q4 Earnings

10:16 Customer satisfaction in the industry

12:18 Comcast's Q4 Earnings

13:56 Charter and cable vs. telco

18:33 Speed and satisfaction

19:29 Q4 Overview 19:50 Roger's Apple Vision Pro review

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, T-Mobile, Comcast, Charter, Spectrum, Craig Moffett, fixed wireless, FWA, broadband, fiber, speed, customer satisfaction, Apple Vision Pro

This Week: 12GHz Spectrum Update with Jeff Blum, Chip Pickering and Michael O'Rielly Jan 28, 2024

Analysts

Don Kellogg and Roger Entner are joined Jeff Blum, EVP of External & Government Affairs at Dish, Chip Pickering, CEO of Incompas, and former FCC Commissioner Michael O'Rielly to discuss changes in the 12 GHz band and the expanding role of fixed wireless in the marketplace.

00:48 Roger explains the FCC's decisions on the 12 GHz band

01:05 Jeff Blum's view on the FCC decisions

02:06 Chip Pickering's view on the FCC decisions

02:48 Michael O'Rielly's view on the FCC decisions

03:26 The future role and importance of fixed wireless

06:08 The FCC's timetable for future changes

07:12 Dish's plans for the fixed wireless marketplace

08:28 Using spectrum bands wisely

09:08 ACP renewal and providing broadband to all Americans

10:16 The need to expand the spectrum

11:06 The FCC's future plans

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

Kellogg, Roger Entner, Jeff Blum, Chip Pickering, Michael O'Rielly, Dish, Incompas, FCC, AT&T, Verizon, T-Mobile, Boost Mobile, 12 GHz, 500 MHz, fixed wireless, broadband, fiber, ACP, Affordable Connectivity Program, spectrum, satellite, marketplace, digital divide

This Week: Tis the Season.... for Price Increases Jan 22, 2024

Analysts Don Kellogg and Roger Entner discuss the 2024 price increases set to affect wireless customers, as well as the current state of the streaming industry.

00:48 AT&T price increases and service upgrades

02:28 Verizon price increases for both consumer and business legacy plans

03:18 T-Mobile abandons their Price Lock guarantee

05:35 T-Mobile passes “Netflix On Us” increases onto consumers and dabbles with Hulu

07:55 The impact of Inflation on the streaming industry

Details on Price Lock changes at T-Mobile

https://www.androidauthority.com/t-mobile-new-price-lock-policy-3404851/

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, price increases, legacy plans, Netflix, fees, Hulu, streaming, inflation, Warner Brothers, Paramount, cable

This Week: CES Impressions, Device Retail in Wireless Jan 15, 2024

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

0:30 Roger's CES impressions

1:50 Thoughts on Samsung exiting the low-end device space

5:00 By getting out of low-end Android devices, is Samsung getting a smaller piece of a smaller pie?

7:45 Aspects of the device experience that are improving

10:30 What about foldables?

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Samsung, Apple, Foldables, Verizon, T-Mobile, AT&T, Device upgrade cycle

This Week: The Need for Speed - Broadband and Wireless Connections get even Faster Jan 08, 2024

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

0:35 MaxLinear debuts DOCSIS 4.0 chipset

1:38 Consumer applications for super high speeds

3:09 T-Mobile’s 6 carrier aggregation

4:28 - What is carrier aggregation and what are its use cases?

Relevant Articles: T-Mobile News: https://www.t-mobile.com/news/network/t-mobile-deliversanother-worlds-first-with-6-carrier-aggregation

MaxLinear News: https://www.lightreading.com/cable-technology/maxlineartouts-10-gig-speeds-with-puma-8-docsis-4-0-chip

Tags: telecom, telecommunications, business, wireless, cellular phone, T-mobile, 6 carrier aggregation, Broadcom, 5G, Recon Analytics, FWA, Roger Entner, MaxLinear

This Week: 2023 Telecom Year in Review Jan 01, 2024

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

1:00 Convergence is real, and it's great for customers

6:20 Fixed Wireless Access is the 5G killer app

7:00 The shift to premium wireless plans

11:35 Industry-wide churn at record lows - people are happy

13:00 Postpaid grows at the expense of prepaid

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Fixed Wireless Access, FWA, Net Promoter Score, NPS, Verizon, T-Mobile, AT&T, Mint, MobileX

This Week: Lessons in Leadership from Denny Strigl Dec 25, 2023

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Denny Strigl, retired president and CEO of Verizon wireless.

1:00 How to be a disruptor as a leader rather than as an insurgent

2:50 The Verizon Wireless credo

4:00 Culture is the lifeblood of an organization

5:00 Translating the credo to action

7:15 Building a deep bench with a decentralized organization

8:00 The key to dealing with failure

10:15 Competing fiercely with competitors but working together for the industry

12:15 Making big changes for the benefit of the customer

16:45 How does the organization execute on the vision of the leader

17:45 John Legere’s leadership at T-Mobile

18:30 How to make mergers work

22:30 Recommendations for young leaders

24:45 The shadow of the leader

Tags: telecom, telecommunications, business, wireless, cellular phone, Recon Analytics, Roger Entner, Don Kellogg, Denny Strigl, Verizon Wireless, Leadership, CTIA, Bell Atlantic, Nynex, competition

This Week: All about Broadband and Wireless Net Promoter Score Dec 18, 2023

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

0:30 Roger recently presented at the New Street Research / BCG Future series conference- what the Recon Analytics data says about Net Promoter Score

4:30 What the industry has learned with FWA

7:00 The relationship between ARPU and NPS

14:00 Verizon FWA has separated from the rest of the industry in the last several months

Tags: telecom, telecommunications, business, wireless, cellular phone, Don Kellogg, Roger Entner, Fixed Wireless Access, FWA, Net Promoter Score, NPS, Verizon, T-Mobile

This Week: The State of OpenRAN with Bejoy Pankajakshan of Mavenir Dec 11, 2023

Analysts Roger Entner, Daryl Schoolar and Brett Clark discuss the latest news in telecom, media, and technology with special guest Bejoy Pankajakshan, Chief Technology and Strategy Officer at Mavenir.

1:00 Key themes and takeaways from the 2023 Mavenir industry analyst day

5:45 Where AI ties in for OpenRAN

7:30 The scope of Mavenir’s offerings within the CSP ecosystem

12:45 Looking at the year ahead for OpenRAN and Mavenir

Tags: telecom, telecommunications, business, wireless, cellular phone, OpenRAN, Mavenir, Artificial Intelligence, Packet Core, Virtualized RAN, Cloud Native, Recon Analytics, Roger Entner, Daryl Schoolar, DISH, Telefonica, 5G, 6G

This Week: New Spectrum Policy?? Dec 04, 2023

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

0:30 The Whitehouse announces new spectrum policy, but where is the beef?

5:00 The economic benefits of licensed and unlicensed spectrum

Tags: telecom, telecommunications, wireless, cellular phone, wireless spectrum, FCC, whitehouse, Recon Analytics, Don Kellogg, Roger Entner, MVNO

This Week: Net Neutrality Back in the News Nov 27, 2023

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

0:45 Reintroduction of Net Neutrality rules

2:45 Recent history of FCC implementing Net Neutrality

6:30 Regulations on ISPs and Operators vs Tech companies

8:15 Greater threats to free and open internet

11:20 Impact on Network Operators

This Week: Innovations in Telecom as a Service with Nico Girard of Oxio Nov 20, 2023

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nico Girard, CEO of OXIO

0:45 What is Oxio and how is it different?

3:05 How Oxio got started

4:30 How Oxio delivers advanced services for MobileX

8:00 How can Oxio help invigorate the MVNO market and extend telephony services across borders

12:00 How Oxio creates a custom telecom service for a ride hailing service in LATAM

Tags: telecom, telecommunications, business, wireless, cellular phone, OXIO, Telecom as a Service, Nicolas Girard, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MVNO

This Week: The Status of OpenRAN with Alok Shah of Samsung Networks Nov 13, 2023

Analysts Daryl Schoolar and Roger Entner discuss the latest news in telecom, media, and technology with special guest Alok Shah Vice President, Networks Strategy, BD, & Marketing at Samsung Electronics America.

1:25 Samsung’s approach to OpenRAN and VRAN

4:00 OpenRAN vs VRAN and how are operators choosing between the two

7:30 Samsung’s view on what constitutes OpenRAN

12:00 Outlook for In-line vs Look-aside architectures

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Daryl Schoolar, Roger Entner, Samsung America, OpenRAN, Virtual RAN

This Week: Cable's Continued Growth in Wireless, Verizon Names a Permanent CFO Nov 05, 2023

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

0:24 - Altice releases information about how much of their free mobile customers are converting to paid plans

6:00 FWA a discussion of FWA bundling versus cable bundling

8:45 Verizon names a new CFO

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FWA, Cable, Altice USA, Comcast, Charter, Spectrum Xfinity, Verizon, AT&T, T-Mobile 5G, Fixed Wireless Access, Tony Skiadas

This Week: Q3 Earnings Spectacular- AT&T, Verizon, T-Mobile, Comcast & Charter Oct 30, 2023

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

0:40 An overview of AT&T’s earnings

3:25 Roger’s article on who is winning on iPhone 15 so far

https://www.fiercewireless.com/wireless/whos-leading-iphone-upgrade-game-entner

7:15 Verizon’s Q3 ‘23 earnings

10:37 Discussion on Verizon’s prepaid strategy & MobileX

MobileX endcap - courtesy of Jeff Moore of Wave 7 @wave7jeff

https://twitter.com/wave7jeff/status/1716861085817426203

12:35 T-Mobile earnings

16:12 Comcast and Charter earnings results

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, Charter, Comcast, Spectrum, Xfinity, 5G, C-Band, mmWave, Fixed Wireless Access, earnings, net adds, postpaid phone

This Week: Joe Russo on the Future of Verizon's Network Oct 23, 2023

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Joe Russo, EVP and President of Global Networks & Technology at Verizon.

0:45 An update on the state of the Verizon network

1:40 Verizon’s network gets high grades on the Recon Analytics Pulse tool- particularly for FWA and mobility in urban areas. What is the timeline to expand C-band and mmWave to more rural and suburban areas?

3:30 What are Verizon’s plans for building out more mmWave spectrum?

4:45 What is the most surprising thing about mmWave?

8:40 Verizon’s perspective on 5G standalone core

11:00 Where are we with Mobile Edge Compute and Private Networks?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Joe Russo, Verizon, 5G, Mobile Edge Compute, C-Band, mmWave, Fixed Wireless Access

This Week: Impressions of the 5G Americas Event with the Recon Team and Peter Linder of Ericsson Oct 16, 2023

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

This week Roger and Don are joined by the Recon Analytics team, live from the 5G Americas analyst forum: Brett Clark, Mitch Klaassen, Jake Hawkridge and Jared Chavez. Peter Linder of Ericsson also joined the podcast to talk about what he saw at the event.

0:45 5G Americas is the premier analyst event in the Americas

4:50 Fixed Wireless Access and the Enterprise

7:20 5G use cases beyond FWA and connected smartphones

8:45 Mobile devices have changed from content consumption devices to content creation devices

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

This Week: The Future of Distributed Cellular Networks with Frank Mong of Nova Labs Oct 09, 2023

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with Frank Mong, COO of Nova Labs.

0:40 What is Nova Labs trying to solve for?

4:34 Building a hybrid distributed cellular infrastructure on CRBS spectrum alongside WiFi and the T-Mobile macro network

6:50 Where are we on the adoption curve for a distributed cellular network? What problems can we solve with a distributed network?

13:56 6 months in, what are the lessons of launching a distributed cellular network?

15:50 What does provisioning on the network look like?

18:05 More on the new Helium Mobile cellular hotspot

19:55 How does the backhaul work?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, Helium Mobile, Nova Labs, CBRS, Distributed Cellular, Crypto

This Week: MobileX Launches in Walmart Oct 02, 2023

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

0:20 MobileX is launching in Walmart. What are the implications for the prepaid ecosystem?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Tracfone, MobileX, Walmart, Prepaid

This Week: The Dish 800MHz Spectrum Saga Continues, The First 5G Call from Space, Verizon C-Band Deployment Details Sep 25, 2023

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

0:30 Dish is back in the news, this time the DoJ is backing an extension for the 800 MHz spectrum purchase from T-Mobile

3:50 AST Makes the first 5G voice call from space

6:30 Verizon provides more details around the C-Band deployment progress

12:00 Verizon's pricing strategy vis a vis the MSOs

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, 800 MHz , AST SpaceMobile, C-band, DoJ

This Week: T-Mobile gets more 600 MHz Spectrum Sep 18, 2023

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

0:35 T-Mobile is going to buy Comcast's 600 MHz spectrum

3:30 Will we see a return of the spectrum screen?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, Spectrum Screen, 600 Mhz Auction

This Week: Dish and T-Mobile Disagree Over 14 MHz of Spectrum, Verizon Announces New FWA Plans Sep 04, 2023

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

0:30 T-Mobile and Dish are having trouble coming to an agreement about Dish buying 14 MHz of T-Mobile's 800 MHz spectrum

7:00 Verizon announces new Fixed Wireless Access plans

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Fixed Wireless, FWA, 800 MHz, FCC, ARPU

This Week: The State of Prepaid with John Dwyer of AT&T Aug 28, 2023

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest John Dwyer, President of Prepaid and Cricket Wireless at AT&T.

0:48: John shares a “State of the Union” in prepaid and specifically for Cricket.

3:10: How have customer expectations changed today versus before the pandemic?

4:33: AT&T has an exciting new announcement - what is going on and what are the details?

7:23: Predictions about how the distribution model will shift moving forward.

9:34: The disconnect between digitizing digital phone service and customers.

11:26: What people need to know about Cricket.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, John Dwyer, AT&T, Cricket, JD Power, ACSI, Verizon, Tracfone, Mint, prepaid, pandemic, tax refund, tax season,

This Week: Remaining C-Band Spectrum Clears Early Aug 21, 2023

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

0:26: Verizon just released news about their C-Band deployment - what is their news and how it affects the rest of the industry.

1:44: How Verizon compares to T-Mobile currently.

3:41: What are the real-world uses for mid-band spectrum right now?

4:49: How AT&T and the other companies will be changing.

6:26: The financial side of FWA.

9:03: The wildcard of Augmented Reality.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, C-Band, Verizon, T-Mobile, FWA, fixed wireless access, urban, AT&T, US Cellular, augmented reality, AR,

This Week: Dish and Echostar joining forces, Changes at Rakuten Mobile and the Future of OpenRAN Aug 14, 2023

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology joined by special guest and new analyst at Recon - Daryl Schoolar.

1:23: DISH and Echostar are joining forces - what this could mean for both companies.

3:57: Building a 5G OpenRAN network from scratch is expensive and tough.

5:10: T-Mobile has shared their first bits of their 5G OpenRAN network with developers.

5:42: Geoff Hollingworth shared a cryptic blog post this past week - what was that about?

9:22: The economics issues with OpenRAN.

10:54: What’s interesting to watch at Rakuten moving forward.

Read Geoff Hollingworth’s post here: https://www.linkedin.com/pulse/real-problem-open-ran-geoff-hollingworth/

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Daryl Schoolar, Rakuten, Open RAN, Echostar, DISH, satellite, 5G, Geoff Hollingworth, Rakuten Symphony,

This Week: US Cellular for Sale? Aug 07, 2023

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

0:27: US Cellular reported their Q2 earnings along with some surprising news.

3:51: US Cellular could be an interesting acquisition for someone.

6:44: US Cellular owns their own towers - the problem with that from an acquisition standpoint.

8:35: Could there be an MVNO that would want to run their own network by buying US Cellular?

10:36: Who else might be interested in buying US Cellular?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, US Cellular, AT&T, TDS Metrocom, DISH, acquisition, Google, MVNO, MNO, MSO, Verizon, T-Mobile,

This Week: Q2 Earnings Bonanza Jul 31, 2023

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

0:41: Q2 Earnings reports are out - what Verizon’s numbers tell us.

4:17: How did AT&T do?

5:10: T- Mobile continues to report very strong numbers.

6:58: What did Comcast and Charter do well and not so well?

9:42: The Wall Street Journal ran an article on the wireless industry’s use of lead in cables - how bad is this for the industry?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, Q2, Earnings, quarterly reports, AT&T, T-Mobile, Charter, Comcast, MVNO, lead, Frontier, Lumen, lead remediation, lead, EPA,

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

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

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

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

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

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

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

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

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

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

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,

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

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

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

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

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

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

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

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

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

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

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

This Week: Another Shakeup at Verizon Mar 06, 2023

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

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

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

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

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

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

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

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

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

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,

This Week: Getting Down to Business- The Wireless B2B Landscape Dec 26, 2022

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

0:30: A breakdown of the business landscape in wireless.

4:17: An update on the first responder market and why they need to have priority in communications.

8:34: Theorizing about how the market share could redistribute when the smaller carriers enter the competition for business.

9:55: The technological advancements coming soon and how those could help enterprise services.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, T-Mobile, AT&T, revenue, first responders, natural disasters, network slicing, 5G,

This Week: Charter Investor Day 2022 Recap - How Cable will Compete with Fiber & FWA Dec 19, 2022

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

0:31: Charter’s Investor Day Presentation - how it went.

3:53: Charter laid out their expansion - is it a good plan?

5:45: How 2023 could look for Charter especially in the realm of competition.

11:54: The RDOF and BEAD Program money coming into Charter in 2023 and how that will help insulate them from their competitors.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Charter, Wall Street, 5G, 4K video, fiber, Comcast, WIFI 6E, WIFI 7, DSL, BEAD Program, RDOF, Rural Digital Opportunity Fund, Broadband Equity Access and Deployment, Fixed Wireless Access, FWA, CBRS,

This Week: Leadership Changes in Verizon's Consumer Group Dec 12, 2022

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

0:28: There were some changes at Verizon - what’s going on and why?

2:55: What happened at VodaFone and what effect that could have on Verizon’s situation.

3:37: Does this signify a change in strategy?

5:45: Don’s perspective on why it shouldn’t be harder for Verizon to grow and the history of industry leadership.

9:17: Analyzing Verizon’s customer base and messaging.

12:09: A look at pricing for Verizon’s customers.

13:06: T-Mobile redefined the “best network” as higher speed versus more coverage and how that affected Verizon.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, leadership, Black Friday, Hans Vestberg, T-Mobile, VodaFone, AT&T,

This Week: The Future of Spectrum Licensing with Nick Ludlum Dec 05, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nick Ludlum, Chief Communications Officer at CTIA.

0:40: CTIA’s perspective on future spectrum licenses should be allocated.

1:33: Roger’s paper about CBRS had a strange reaction within the industry.

6:07: Interference management and how that is being handled - is it being handled well?

8:37: How the Federal Government Exclusion Zones work.

10:10: We need more time to evaluate the CBRS model

12:53: The broader environment we are operating in and its implications moving forward.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Nick Ludlum, CTIA, spectrum, 5G, CBRS, SaaS, Google, NTIA,

This Week: Will eSIM Increase Wireless Competition? Nov 28, 2022

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

technology.

0:26: What is an eSIM and how does it work?

3:04: How the eSIM simplifies life and allows consumers to “test drive” different carriers’ coverage.

7:49: How eSIM technology could affect consumers switching carriers.

10:23: Why the handset manufacturers are switching to eSIM.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, eSIM, SIM card, iPhone, Verizon, Net Neutrality, unlocked devices, AT&T, T-Mobile, MVNO,

This Week: Diving Deep into the FCC's New Broadband Maps Nov 21, 2022

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

technology.

0:27: FCC recently released their new national broadband maps - how are they different from previous versions.

2:45: The data is now reported in standardized bins, there are now different thresholds for mobile versus fixed and what that looks like.

5:43: How providers could creatively report data for fixed service and why they cannot for mobile.

7:42: Examining the 100m hex bins - and what that means for business metrics, and for Rural America.

10:51: Consumers now have the data they will need in order to make better decisions and why the carrier maps will look a little different from the FCC map.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FCC, census block, 5G, LTE, Space X, rural America, Digital Divide

This Week: How might Electoral Results Impact Tech and Telecom Policy? Nov 14, 2022

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

technology.

0:27: What are the implications of a leadership change in the Senate on the FCC after the Midterm elections?

4:03: The Democrats could have solved the stalemate with the FCC a long time ago.

5:31: How the House Majority will likely launch investigations around Section 230.

7:18: To regulate social media or not to regulate social media?

9:31: Other areas the Republicans will likely change if they win the Senate.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, midterm election, Senate, FCC, Lame Duck, Section 230, Republicans, Democrats

This Week: Q3 Earnings Roundup- Dish, US Cellular & Altice Nov 07, 2022

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

technology.

0:27: How DISH performed in Q3 - what’s going on with them?

5:06: U.S. Cellular hasn't grown a lot since the end of 2020; how did they do in Q3 of 2022?

8:00: What is the difference between the small and large carrier and what is holding U.S. Cellular back?

12:04: Altice is in a transition period.

14:06: Overall thoughts on the quarter.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, US Cellular, Boost, Altisse, earnings, reports, Q3, DISH, SPAC, SEC, Charlie Ergen, Mint, Consumer Cellular, MVNO, Comcast, Charter, Ulta,

This Week: T-Mobile Earnings, FWA Growth and First Responders Oct 31, 2022

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

technology.

0:42: T-Mobile’s Earnings report is out - they did well.

2:31: A discussion about Comcast’s anit-FWA advertisement - is there truth to the ads?

5:20: Verizon & T-Mobile are doing well with FWA, but Comcast & Charter had great net adds numbers.

6:50: Replacement rate went down this quarter - what happened?

8:20: The content promotion attachment to plans could be waning.

10:13: T-Mobile has benefited from not raising prices.

12:15: What’s up with the First Responder Market.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, T-Mobile, Charter, Comcast, iPhone, FWA, fixed wireless access, Apple, Comcast, Charter, Verizon, Twitter, Mike Sievert, First Responders

This Week: A Tale of Two Carriers - Verizon and AT&T Report Q3 Oct 24, 2022

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

technology.

0:27: AT&T’s Q3 earnings are out and here’s the scoop.

2:08: Verizon’s earnings are out and the numbers aren’t so great.

4:11: Verizon’s churn number is very high.

5:46: Pricing is an issue for Verizon - why?

6:58: Promotions and pricing surrounding the newest iPhone release - comparing the three main carriers’ plans.

9:04: How does age play into the pricing and packages that the carriers release?

11:05: What impressions did Roger & Don walk away with from the T-Mobile Analyst Event last week?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, T-Mobile, Q3 earnings, fixed wireless, iPhone, Netflix, Paramount, Disney+, Apple One,

This Week: How to Charge for New Business Models in 5G with Marc Price Oct 17, 2022

Analysts Don Kellogg and Roger Entner are joined by Marc Price, CTO of Matrixx, from the 6G Symposium this week.

0:40: New charging models for 5G - what is changing for consumers versus 4G.

3:17: Exploring the possible new business models.

5:21: Business to Business sales possibilities and why new metrics are needed.

6:54: What Marc sees on the horizon as coming soon.

8:38: Reasons why we need new devices such as smart glasses or IOT Devices.

10:24: Telcos can be hard to work with - how they can begin to change this to attract new partnerships.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Marc Price, Matrixx, 6G Symposium, latency, AI, artificial intelligence, 5G,

This Week: How do Wireless Carriers Respond to Hurricanes and other Natural Disasters? Oct 10, 2022

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

technology.

0:27: Hurricane Ian recently ripped through Florida - how do carriers respond to natural disasters?

4:54: The cell networks are used for first responders to communicate and are typically the first services to come up after a natural disaster like Hurricane Ian.

7:05: The difference between restoring the network in Florida and Puerto Rico.

8:30: What effect does densification have on networks and how do the carriers protect the network infrastructure against disasters like hurricanes?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Hurricane Ian, emergency response, natural disaster response, FCC, Verizon, AT&T, T-Mobile,

This Week: Live from Mobile World Congress with Mike Dano Oct 03, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news from Mobile World Congress with special guest Mike Dano, Director of 5G and Mobile Strategies at Light Reading.

1:16: How is the Mobile World Congress so far this year?

2:30: Verizon’s introducing a 5G gaming device.

3:30: More about the show floor and keynotes at the MWC.

6:49: The CCA Show for small carriers is happening at the same time.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mobile World Congress, David Christopher, 5G, Mike Dano, Light Reading, Verizon, Qualcomm, Razer, MWC, SpaceX, satellites, Apple

This Week: Verizon Rolls out a New Prepaid Brand Sep 26, 2022

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

technology.

0:26: There’s a new prepaid brand on the scene: Total by Verizon. Roger shares the scoop.

2:26: Comparing Total to Metro and Cricket.

5:35: The benefits of assisted sales at holiday time.

6:29: Comparing digital sales and assisted sales now and what worked better pre-pandemic and why.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Total, Verizon, pre-paid, Straighttalk, Simple Mobile, Tracfone, AT&T, Leap Wireless, Cricket Wireless, Metro, no contract,

This Week: Satellite Technology and Phones with Peter Rysavy Sep 19, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news surrounding satellite technology interacting with mobile phones with special guest Peter Rysavy. Peter is the President of Rysavy Research.

0:44: Peter shares how satellite technology works today.

1:16: How are they going to create phone technology in a way that doesn’t have a massive antenna sticking off of it?

2:59: The applications of this technology.

4:26: The difficulties facing Starlink and AST Space Mobile on the heels of their satellite announcement.

6:18: What is the market for emergency services only?

11:41: Antennas and satellites versus physics - physics doesn’t budge

Follow Peter on twitter: @peter_rysavy

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, satellite, Apple, Starlink, AST Space Mobile, Theoretical Freedoms, Iridium, GlobalStar, Peter Rysavy, Rysavy Research, Huawei

This Week: iPhone 14 Promotional Environment with Patricio Paucar Sep 12, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news regarding the new iPhone 14 announced this week with special guest Patricio Paucar, Co-founder & Chief Product and Marketing Officer at Navi.

0:27: iPhone 14 was announced with some exciting new features, what are the promotions looking like for consumers?

2:50: A breakdown of what Verizon is doing with the new iPhone.

8:35: Where are the net adds coming from? What could increase the net adds?

12:07: Apple is removing the physical SIM card and introducing an eSim. What are the other new features?

Learn more about carrier device promotions at https://www.yournavi.com/

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, iPhone, Apple, Patricio Paucar, Navi, Apple One, Netflix, Disney+, eSim cards, T-Mobile,

This Week: Q2 Predictions Recap, iPhone Launch, Starlink in the News Sep 05, 2022

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

technology.

0:27: Roger made some bold predictions about Q2 at the end of Q1, was he right?

1:44: The iPhone launches on September 16, could that be enough to turn around Q3?

2:35: Verizon’s current struggles and what they could do to turn it around.

4:52: T-Mobile is promoting customers to postpaid from prepaid. Are other carriers catching onto this strategy?

7:35: What will happen if there is another negative quarter and what next year is shaping up to look like.

9:49: What the FCC has said to Starlink and LTD.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Q2, Verizon, AT&T, T-Mobile, StraightTalk, inflation, budget, prepaid, postpaid, DISH, Boost, 3G, Starlink, LTD, Elon Musk,

This Week: The FCC's Spectrum Auction Authority ; Policy Considerations with Jeff Westling Aug 29, 2022

Analysts Don Kellogg and Roger Entner discuss spectrum policy with a special guest Jeff Westling. Jeff is the Director of Technology and Innovation Policy at the American Action Forum

0:40: The 2.5 GHz auction is underway and Jeff gives his thoughts on where the government should be heading in regard to future spectrum auctions.

2:32: A bit of history on 3.1 spectrum and how it will likely be licensed.

4:27: How the government uses spectrum and what we can learn from the CBRS model.

6:05: The importance of licensed versus unlicensed spectrum.

7:20: What Jeff sees in 7-8.

8:41: The discussion around the auction authority ending in a couple of weeks.

11:40: Interagency disputes versus interagency cooperation and the role that Congress plays.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, spectrum, spectrum auction, c band, Jeff Westling, American Action Forum, DOD, 3.1, Department of Defense, CBRS, Congress, auctions, spectrum pipeline,

This Week: How Should We Use 12GHz? with Michael O'Rielly Aug 22, 2022

Analysts Don Kellogg and Roger Entner discuss 12GHz with a special guest: former FCC chairman, Michael O’Rielly.

0:50: Former Chairman O’Rielly updates us on where 12GHz stands.

1:38: Who has licenses in the 12GHz band?

2:19: We need the mid band spectrum.

5:03: Are Elon Musk’s arguments valid or overblown?

6:15: How the spectrum classifications have changed.

7:15: The nature of insatiable demand for spectrum and the importance of looking into the future.

9:18: Congress should extend the auction authority of the FCC.

10:52: The current auction is running for 2.5 spectrum.

11:54: A look at the spectrum encumbered by the DoD.

13:16: Is CBRS working well?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner,12GHz, Michael O’Rielly, FCC, DISH, Elon Musk, CBRS,

This Week: Impact of Economy on Telecom Industry Aug 08, 2022

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

0:35: How high inflation and the possibility of recession could affect the telecom industry.

3:44: The lifeline programs that are available now versus during the Great Recession.

5:23: There could be consumer flip-flopping between post-paid and pre-paid options and what could happen to handset sales.

7:25: When do consumers tend to buy a new phone?

8:26: How vulnerable are the carriers to an economic downturn and why?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, inflation, AT&T, ACP, The Great Recession, recession, iPhone

This Week: Verizon C-Band Update Aug 01, 2022

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

0:26: Recent C-Band news from Verizon.

1:56: How will this change impact the consumer?

3:30: Frequency differences between the carriers and how C-Band is performing so far.

5:08: What are the implications for fixed wireless access?

6:19: When we should begin to see the changes in the top 47 markets.

6:55: The surprising place Spectrum was purchased and what may happen with that given what consumers care about most.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, C-Band, Verizon, AT&T, spectrum, fixed wireless, broadband, Fios

This Week: West Virginia vs EPA - Impact on FCC and Net Neutrality Jul 25, 2022

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

technology.

0:32: The Supreme Court’s recent decision in West Virginia v. EPA.

2:11: How this ruling could impact the FCC.

6:37: How the legislative process could look moving forward on FCC issues such as Net Neutrality.

8:05: Other FCC responsibilities that will be impacted under this ruling.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, West Virginia v EPA, Congress, Environmental Protection Agency, Supreme Court, FCC, Net Neutrality, Title II, Next Wave, spectrum, spectrum authority, auctions, 2.5 gHz

This Week: Verizon Releases a New Value Plan Jul 18, 2022

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

technology.

0:28: Details about the new unlimited plan that Verizon released recently.

4:41: Where Xfinity and Spectrum fit in

6:35: Is Verizon changing from a premium brand to a value brand?

8:34: Both T-Mobile and Verizon are bundling their fixed wireless services with their phone services.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, 4G, millimeter, Tracfone, Spectrum, Xfinity, AT&T, T-Mobile,

This Week: Q2 Earnings Crystal Ball - Net Adds, 3G network teardown, FWA and More Jul 11, 2022

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

technology.

0:27: Q2 Earnings are coming up - what Roger and Don think they could see in these reports.

2:42: Ryan Reynolds is featuring in Mint Mobile’ss ad campaign - are these ads successful?

4:32: The 3G/UMTS network decommission is beginning at T- Mobile - what that could look like.

7:58: Fixed Wireless Access - how it compares to fiber and why consumers seem to be happy with it right now.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, earnings, reports, inertia, T-Mobile, AT&T, Verizon, Ryan Reynolds, Mint Mobile, fixed wireless access,

This Week: Patents, IP and Telecom Jul 04, 2022

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

technology.

0:28: How patents and intellectual property affect the tech industry.

1:50: Is there a difference between innovation and invention?

4:34: How this is working out in the U.S.

5:57: The strategies companies use to game the system and why.

9:14: If the patents are weak, won't the system work itself out through lawyers?

12:21: What the resolution could be for these problems.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, patents, intellectual property, innovation, invention, 3GPP, chips, 5G, patent protection, Apple, Qualcomm,

This Week: Getting a BEAD on the New Rules for Broadband Infrastructure Funding Jun 27, 2022

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

technology.

0:26: The National Telecommunications and Information Administration unveiled its rules for distributing the federal funding for broadband access and what that looks like for providers.

1:47: Roger defines the “Middle Mile” and what it means to the companies and consumers.

3:12: The satisfaction results that Don and Roger run every week - what do consumers prefer?

7:33: The importance of speed in today’s broadband market and which delivery methods produce those speeds.

8:43: What Volumetric Video is and why the NTIA should be more technology agnostic.

10:11: When will we be likely to see shovels hit the ground and are there going to be issues with supply chains or staffing that will affect this rollout?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, NTIA, National Telecommunications and Information Administration, BEAD, broadband access, speed, latency, DSL, fiber, fixed wireless, Altice, Optimum, Volumetric video, Game of Thrones, Star Trek, Star Wars, civil engineering, recession,

This Week: Dish Hits FCC Deadlines, T-Mobile's New Uncarrier Announcement Jun 20, 2022

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

technology.

0:26: DISH met their FCC June 14 deadline to launch their commercial network.

2:22: What is DISH’s next deadline?

5:43: T-Mobile had a new Uncarrier event - and shared some updates to their services.

8:16: An analysis of why companies (especially T-Mobile) may be aiming at the international traveler market.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, FCC, commercial network, Open RAN, T-Mobile, Verizon,

This Week: Optical Technology and the Promise of 5G with Raza Khan Jun 13, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Raza Khan, Senior Market Manager of Wireless Products at Semtech to talk about the intersection of 5G and Optical Technology.

0:46: Raza shares about the role that Optical Technology plays in 5G.

2:02: Upgrading the base stations that enable the 5G rollouts - what part Semtech plays and the reasons we need these upgrades.

6:58: The exciting use-cases that are closer to reality now with almost zero-latency processing.

9:51: This also lays the groundwork for 6G - thinking about the advancements coming over the next 15 years.

12:04: Are we living in a world of perpetual promise and no payoff?

14:41: How do 5G and Optical change the idea of smart cities and how does the geo-political landscape affect smart cities?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Raza Khan, Semtech, optical technology, 5G, 4G, C-band deployments, millimeter wave, virtual reality, MetaVerse, machine learning, AI, 6G, autonomous cars, holograms, Ready Player One, smart cities, Tri-edge, MIMO, Pete Fox

This Week: Promotional Intensity in Wireless- What should we expect moving forward? Jun 06, 2022

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

0:27: The promotions the wireless carriers have right now - the industry is working through a price-increase right now.

2:22: Don gives the details of T-Mobile’s recently-launched plan.

4:05: AT&T is changing their HBO MAX offer and if that’s a good idea or not.

8:18: Was the rush into content just a way to justify 5G?

11:06: It makes sense to bundle a Fixed Wireless Plan to partner with a content provider but will the consumer be able to get away from the cable companies if they like sports.

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

This Week: IoT and WiFi Chip Design with MediaTek May 30, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Finbarr Moynihan, GM/VP of Corporate Marketing at MediaTek and James Chen, AVP of Product Marketing at MediaTek.

0:44: Finbarr shares about the new Genio Mobile 1200 Chipset

2:53: The kinds of devices the Genio Chips might go in.

6:17: Finbarr shares about the Dimensity 1050 - how is it different from previous versions?

10:11: James gives an overview of the new WiFi7 and their Filogic products and what they will do for consumers.

13:44: WiFi7 will use a new bit of spectrum and will be faster. How else will this benefit consumers?

17:30: A comparison between WiFi6 & WiFi7. How much latency reduction will there be?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MediaTek, Finbarr Moynihan, Genio 1200, smart appliances, smart home, smart fitness, Peloton, POS Terminals, point of sale, AI, artificial intelligence, 5G, MLO, WiFi7, white paper

This Week: The Future of 5G Connected Energy Grids with Hitachi Energy May 23, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Tore Gillbrand, the Vice President of Global Product Management at Hitachi Energy.

0:44: Tore shares about Hitachi’s role in the world of 5G.

2:22: Examples of actual use-cases for 5G that Hitachi is seeing.

4:40: A deeper dive into electricity meter monitoring with 5G in regard to consumers and energy companies.

6:51: The grid-control applications of 5G.

9:14: The connections between renewable energy and 5G that Hitachi is seeing around the world and in the U.S.

12:16: 5G can play a role in minimizing risk of wildfires - Tore shares how.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Tore Gillbrand, Hitachi Energy, 5G, electricity, distribution, transformers, renewable energy, solar panels, solar power, wind power, wildfire,

This Week: MediaTek goes high-end, Qualcomm and connected cars, Dish launches a commercial network in Vegas May 16, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Brett Clark. Brett is a Senior Director at Recon Analytics.

0:36: Roger shares about the MediaTek event that he recently attended - specifically regarding the Dimensity9000 chip.

3:27: What QualComm is doing in terms of diversifying.

4:57: QualComm wants the software in cars to be updatable beyond the new car lot.

6:06: Roger was impressed with a presentation about the real life applications of 5G.

7:07: DISH’s event was focused on what they are doing in the mobile industry.

10:03: Where DISH needs to step it up and where they are struggling.

13:44: Signal Research just launched a report covering Rakuten’s strategy in Japan.

15:03: How fast can DISH build out their network?

16:35: Amazon and Microsoft don’t just want to work with ONE company - they want to work with them all.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, QualComm, DISH, MediaTek, chips, Amazon, dimensity9000, Android, connectivity, automotive, OPENRAN, Amazon, Samsung, Rakuten, AT&T,

This Week: 12GHz for Wireless - Why it's good for the industry and the public May 09, 2022

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

This week Roger and Don invite Jeff Blum- EVP of External and Legislative Affairs at Dish, Chip Pickering - CEO of InCompas and Andrew Schwartzman - Senior Counselor at the Benton Institute for broadband & society on the podcast to talk about the 12 GHz band and why they believe it should be repurposed for wireless use.

0:57: Jeff shares the history of the 12gHz band and how it’s been used traditionally.

3:35: The 12 gHz band could be used quickly to help 5G, but it sounds high, so how does its propagation work and what about interference?

4:26: Jeff shares the speeds possible on this band.

5:16: Chip shares about the coalition Incompas is part of.

7:12: This coalition puts emphasis on closing the Digital Divide.

8:39: The Benton Institute’s interest in 12gHz is divided between 3 main areas.

11:01: Now that the plan is to change the use of the 12 gHz band and the price of use will likely be higher, how is that in the public interest?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, 12 gHz band, Jeff Blum, Chip Pickering, Andrew Jay Schwartzman, Benton Institute for Broadband & Society, Incompas, DISH, DirecTV, FCC, auctions, 5G, 3G, 4G, ORAN, the Digital Divide, CBRS, competition, Starlink,

Follow Jeff on twitter: https://twitter.com/jeffblumdish

Follow Chip on twitter: https://twitter.com/chippickering

Follow Incompas on twitter: https://twitter.com/incompas

Benton Institute on twitter: https://twitter.com/Benton_Inst

This Week: Earnings Bonanza- the Top 5 report Q1 May 02, 2022

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

0:27: Earnings Reports are out! What Comcast and Charter reported.

1:42: Roger’s thoughts on T-Mobile’s report. Why their account net add numbers are interesting.

4:46: Why T-Mobile’s fixed net-adds are exciting and what that looks like for DISH.

7:47: How AT&T did in Q1.

8:40: T-Mobile’s churn turnaround.

9:44: Verizon’s numbers for Q1 - what was good and what wasn’t so good.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, ComCast, Charter, T-Mobile, net-adds, earnings reports, revenue, churn, Sprint, CDMA, DISH, 3G, AT&T, John Ledger, Mike Sievert, Q1

This Week: T-Mobile Tests Unlicensed 6GHz Spectrum Apr 25, 2022

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

0:27: T-Mobile has filed for temporary authority to operate between 6110-6190 mHz. Why that would be attractive to T-Mobile and what they’re likely to do with it.

3:43: Does this mean that they don’t have enough licensed spectrum for their goals and why is that much spectrum available?

5:47: Why this is interesting from a rural perspective. And will the other carriers be interested in that spectrum as well?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, offload, CBRS, LTE, spectrum,

This Week: Deutsche Telekom increases its stake in T-Mobile US Apr 18, 2022

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

0:26: Deutsche Telekom has increased their stock in T-Mobile - what that means for Deutsche & T-Mobile.

4:11: Will this change in ownership change T-Mobile’s trajectory and long-term plans?

6:38: The relationships between major carriers and adtech.

8:57: What are the ripple effects likely to be in the U.S. mobile ecosystem after Deutsche Telekom gets 50% ownership of T-Mobile?

10:03: What SoftBank’s relationship with T-Mobile is now.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, T-Mobile, SoftBank, Deutsche Telekom, AT&T, Google, adtech, information collection, data collection,

This Week: First or Worst? How the Current Infrastructure Bill could Impact 5G in the US Apr 11, 2022

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

0:26: Roger shares about the latest version of the Build Back Better plan and its impact on infrastructure.

2:11: How the taxing structure works for wireless today and a rundown of each of the challenges facing each carrier if the tax write-offs are removed and the larger effect on the U.S. Economy.

6:39: What are the benefits to the economy from the tax write-offs?

8:22: Much of the OpenRAN innovation is happening in the U.S., what could happen if that stops?

9:45: The next steps for the new Build Back Better Plan in the Senate.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Build Back Better, funding, Biden Administration, infrastructure, tax deductions, spectrum auctions, spectrum, capital expenditure, Wall Street, 4G, DISH, T-Mobile, AT&T, Verizon, 5G, rural America, rural access, fixed wireless access, jobs, innovation, generational leadership, AWS, Microsoft, Airspan, Mavoneer, OpenRAN, funding, taxes,

This Week: How Will Fixed Wireless Access Perform in 2022? Apr 04, 2022

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

0:27: Q1 Earnings reports are coming out soon and the most eagerly-anticipated updates is on fixed wireless - what should we expect over the next year?

2:05: Verizon started later than T-Mobile, due to their C-Band deployment.

2:59: The economics of FWA and the future stimulus money coming from the government.

5:09: What will people do with all the bandwidth?

8:48: The timelines for FWA and fiber are different - are they direct competitors or not?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, fixed wireless, Q1, earnings, cable, DSL, fixed wireless access, Verizon, T-Mobile, C-Band, connectivity, future-proofing, innovation, fiber, FWA, Starlink,

This Week: The Future of the Mobile Core with Erlend Prestgard of Working Group Two Mar 28, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with this week’s guest - Erlend Prestgard, the CEO and Co-Founder of Working Group Two. Working Group Two is working toward making connectivity more valuable and useful.

0:57: Erlend shares the core goals of WGTwo’s programmable mobile core.

1:49: How WGTwo’s offerings are different from others.

4:10: There has to be trust because they are at the heart of the network.

5:40: Examples using AWS.

6:56: They are deployed on several MVNOs already - what the real-world differences are.

9:19: Why cloud-native cores aren’t a goal in their business.

10:59: Innovation’s bright side and dark side.

13:59: What Twilio is showing the industry.

15:02: How WGTwo is transforming the industry and why that’s a good thing.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Erlend Prestgard, WGTwo, AWS, mobile core, cloud, SaaS, Telenor, Amazon, Vimla, trust, network, MVNO, 5G, innovation, 6G, Twilio,

This Week: The Future of 5G with David Christopher of AT&T Mar 21, 2022

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with this week’s guest - David Christopher, the EVP and General Manager of Partnerships & 5G Ecosystem at AT&T and the Chairman of CTIA.

0:26: David shares the most recent update about 5G.

1:48: What innovations could we expect to happen in this decade?

3:42: 5G is much more powerful than 4G and how we’ve become an on-demand society.

5:28: The innovations that excite David.

8:30: Manufacturing advancements that are being developed; enabled by 5G.

10:10: The advancements that 5G will enable within health care.

11:41: GDP and job advancements coming with 5G.

12:25: 5G is the foundation for innovation and re-architecture. And what that could look like.

15:14: More dedicated spectrum is needed.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, David Christopher, AT&T, 5G, innovation, connectivity, fiber, AI, IOT, AR/VR, Metaverse, network slicing, stand alone core, XR, spatial web, spatial internet, worker safety, blockchain, economy, Edge computing, supply chain, computing, MIMO, CTIA

This Week: AT&T and Verizon Investor Day Recap Mar 14, 2022

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

0:29: AT&T just had their Investor Day - what the highlights were.

4:26: How Verizon surprised everyone at their recent Investor Day.

6:10: Verizon improved their revenue estimates.

7:17: How is the market defined these days?

9:22: Thoughts on where T-Mobile will sit after seeing AT&T and Verizon’s presentations.

11:21: T-Mobile now believes they are done with the churn from the Sprint merger.

12:05: Why Don is watching the fixed wireless aspect of the businesses.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, AT&T, DirecTV, investor day, fiber, Verizon, T-Mobile, mobile edge compute, MSO

This Week: 5G Network Design with Bill Stone of Verizon Mar 07, 2022

Analysts Don Kellogg and Roger Entner welcome Bill Stone to the show. Bill is the Vice President of Technology Development and Planning at Verizon.

0:37: Bill shares why C-Band is so important to Verizon.

1:37: How is Verizon on track to exceed their goal for 2023 by the end of 2022?

4:16: Verizon is getting better coverage with C-Band than with AWS thanks to massive MIMO.

5:32: Spectrum efficiency is improving with 5G.

7:01: Bill talks about some of the network challenges of adding fixed wireless into their business.

10:05: How Verizon builds the network with future growth in mind.

11:26: Millimeter wave is a critical part of Verizon’s strategy.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Bill Stone, Verizon, c-band, 5G,4G, AWS, MIMO technology, carrier aggregation, mobile, fixed wireless, suburban, urban, rural, millimeter wave

This Week: Semiconductor Supply Chain Update with Leonard Lee and Matt Hamblen Feb 28, 2022

Analysts Don Kellogg and Roger Entner welcome Leonard Lee and Matt Hamblen to the show. Leonard Lee is the Managing Director & Founder of neXtCurve. Matt Hamblen is the Editor of Fierce Electronics. The topic of discussion is Supply Chain.

0:50: Semi supply chain issues - an update from Leonard.

2:37: Discussing the example of the auto industry.

5:01: The supply chain will be affected by the Russia-Ukraine conflict.

7:00: Roger shares about his article on resilience.

8:56: Intel is trying to build plants in the U.S., how will this affect the supply chain?

13:09: Recent developments with China and IP.

14:18: The chip shortage is a result of policy.

17:07: Comparison of SE Asian company practices and China.

19:47: The importance of resilience and competitiveness.

Check out Matt Hamblen here: www.fierceelectronics.com

Check out Leonard Lee & The Rethink Podcast: www.next-curve.com

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, supply chain, Leonard Lee, Matt Hamblen, neXtCurve, Fierce Electronics, auto industry, Ukraine, Russia, China, Taiwan, resilience, Intel, Trump, trade, trade partners, Huawei, semiconductors, trade embargo, policies, aspirin, Bayer, patents, ZTE, chip, sanctions, South Korea, economics,

This Week: Verizon Goes Big on Fixed Wireless with Sampath Sowmyanarayan Feb 21, 2022

Analysts Don Kellogg and Roger Entner welcome Sampath Sowmyanarayan to the show to talk about wireless broadband and 5G. Sampath is the Chief Revenue Officer at Verizon Wireless.

0:46: Verizon announced their recent 5G fixed wireless at the Super Bowl - what is fixed wireless all about?

3:34: How does Verizon expect businesses to react and what role does C-Band play in this rollout?

7:30: How reliable will this new network be?

10:40: Verizon brought back Jim Carrey as the Cable Guy for their Super Bowl commercial - is this ongoing or a one-time-thing?

Learn more about Verizon’s 5G business internet here: https://www.verizon.com/business/products/networks/connectivity/5g-business-internet/

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon Wireless, Verizon, Sampath Sowmyanarayan, Super Bowl, digitize, C-Band, Broadband, 5G, Verizon Fios, competition, Jim Carrey, advertisements,

This Week: Redefining Broadband with Rick Welday of AT&T Feb 14, 2022

Analysts Don Kellogg and Roger Entner welcome Rick Welday to the show. Rick is the Executive Vice President & General Manager of Broadband at AT&T.

1:40: The changes that Rick has made since he took over and what is important to consumers about broadband access.

5:14: How AT&T is addressing security risks.

6:16: What AT&T has to say about simplicity for customers.

10:50: AT&T recently announced its participation in the Affordable Connectivity Plan

14:39: AT&T is a Fixed Wireless Provider - how does that fit into AT&T’s business plan?

Find out more about the Affordable Connectivity Act here: https://acpbenefit.org/

Details on AT&T’s affordable connectivity program: https://www.att.com/help/affordable-connectivity-program/

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, AT&T, Rick Welday, fiber, cable, mesh network, Digital Divide, ACP, Affordable Connectivity Plan, Pandemic, COVID 19, COVID,

This Week: T-Mobile, Charter and Comcast Earnings Feb 09, 2022

Analysts Don Kellogg and Roger Entner do a special edition episode on quarterly earnings as well as discussing the latest news in telecom, media, and technology.

0:33: T-Mobile is very enthusiastic about their 4th quarter performance.

4:49: How T-Mobile compared to Verizon this quarter and where their net adds came from.

7:45: Pre-paid to post-paid conversions were high.

8:49: How it’s going with integrating Sprint into T-Mobile.

12:04: How Charter and Comcast’s quarter looked.

14:14: Will the net add surge continue through 2022?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, T-Mobile, C-Band, Mike Siever, FCC, broadband, Sprint, Charter, Comcast,

This Week: The Messy World of Mid-Band Spectrum Licenses with Mike Dano Feb 07, 2022

Analysts Don Kellogg and Roger Entner welcome Mike Dano to the show. Mike is Light Reading's Editorial Director, 5G & Mobile Strategies and has covered the wireless industry as a journalist for almost two decades.

0:47: Mike shares a bit about his recent article titled “Inside the Messy World of T-Mobile’s Midband 5G Spectrum Licenses.”

2:21: What spectrum does T-Mobile own?

4:04: What happened when one of the organizations that actually owns some of T-Mobile’s spectrum wanted to sell it.

6:09: The situation with Cox Communications and T-Mobile.

7:21: The insights from the AT&T Study that Mike found interesting - reliability versus speed.

12:14: How does the Oculus affect usage and the future?

15:30: Who’s rumored to be developing some AR/VR tech?

Mike’s Article mentioned in this episode: https://www.lightreading.com/5g/inside-the-messy-world-of-t-mobiles-midband-5g-spectrum-licenses/d/d-id/774745

Keep up with Mike Dano’s work at Light Reading here: https://www.lightreading.com/about-us/d/d-id/1

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, T-Mobile, spectrum, spectrum licenses, Clearwire, Nextel, Sprint, 2.5 Spectrum Auction, FCC, WCO, Cox Communications, Verizon, AT&T, AR/VR, Oculus,

This Week: Q4 Earnings Recap- How did Verizon and AT&T perform? Jan 31, 2022

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

0:27: Verizon’s earnings are out - time to analyze their execution on their plans.

2:55: Even though C-Band deployment was been delayed, Verizon is working to get more markets ahead of schedule.

4:36: What’s Verizon doing with fixed wireless?

6:10: How does Verizon compare to T-Mobile?

7:14: AT&T launched their multi-gig fiber - the initial reports are in.

8:55: AT&T released their earnings report - what it contained.

11:42: Verizon’s number included acquiring Tracfone. What dangers does Roger see about this merger?

13:27: T-Mobile’s strategy for prepaid versus postpaid.

14:47: What’s going on with prepaid churn levels?

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

This Week: FCC Spectrum Auction 110- Who Played and Who Won? Jan 24, 2022

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

0:26: The results for Auction 110, 3.45 MHz are in.

2:08: A breakdown of who bid and who won. And who didn’t.

3:58: What AT&T won.

6:22: What could AT&T’s strategy for fixed wireless be?

7:56: What are the plans for the next spectrum auction?

8:47: A breakdown of who else won spectrum at Auction 110.

11:47: This was the third largest auction in recent memory, how the competitive landscape has changed through the different auctions.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Auction 110, 3.45 MHz, Verizon, AT&T, fiber, wireless, broadband, MSO, MVNO, T-Mobile

This Week: What the Affordable Connectivity Program means for the Carriers Jan 17, 2022

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

0:28: The Affordable Connectivity Program was passed in November. What is it and why is it important?

1:52: Can it be used for wireless?

3:00: T-Mobile is cautious about the program. Why that could be.

5:46: How each carrier is handling the C-Band deployment.

8:14: What the latest developments are in DISH and DirecTV.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, EBB, Emergency Broadband Benefit Program, Affordable Connectivity Program, low income, T-Mobile, AT&T, Verizon, Spectrum, Jogger, TPG, DISH, DirecTV,

This Week: More C-Band Developments Jan 10, 2022

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

0:28: Roger and Don are experiencing Groundhog Day - just when you think C-Band has nothing new that’s newsworthy, the Department of Transportation jumps into the wireless area!

2:23: Verizon has announced their plans for C-Band.

3:36: Verizon is rolling out in HOW MANY MARKETS?

6:24: Verizon has incentives to bundle internet into your phone plan which means competition is heating up.

8:35: How could this development affect the competition ecosphere?

10:43: Speculations about how big T-Mobile’s lead is in C-Band.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, AT&T, altimeters, France, C-Band, 4G, 5G, MSO, SMB, Comcast,

This Week: How will the Tracfone Acquisition Impact Retail with Jeff Moore of Wave 7 Jan 03, 2022

Analysts Don Kellogg and Roger Entner welcome Jeff Moore to the podcast. Jeff is the Principal and Founder at Wave7 Research which monitors wireless competition in the United States.

0:43: Jeff shares about how Verizon’s recent acquisition of Tracfone will affect the retail and consumer markets.

3:15: Breaking down what this looks like at BestBuy.

4:15: Verizon took control of Total Wireless - what this could mean for their business strategy.

6:45: Discussion of Verizon’s history with StraightTalk.

7:29: Jeff shares his thoughts about T-Mobile versus Tracfone/Verizon in Walmart.

9:27: How this affects the other competitors in the prepaid space.

11:11: Musings about what could happen in personnel and culture after this acquisition.

14:22: How Verizon could be planning to sell more internet access via the prepaid brands.

Learn more about Jeff’s work at Wave7 here.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, Tracfone, Walmart, BestBuy, Target, retail, Lively, Metro, Cricket, Boost, Simple Mobile, StraightTalk, Go Smart Mobile, Page Plus Cellular,

This Week: Will Cable's CBRS Spectrum Change the Game with Diana Goovaerts of Fierce Wireless Dec 27, 2021

Analysts Don Kellogg and Roger Entner welcome Diana Goovaerts, Senior Editor at Fierce Wireless, to the show. They discuss what the cable operators are doing with CBRS spectrum.

0:58: Comcast and Charter have bought CBRS spectrum. What they can do with it.

2:14: Are Charter and Comcast going to be competition for the larger companies such as Verizon?

5:20: An outline of how the strategies are different between the two companies.

8:05: How are consumers responding to these offers?

10:59: It seems that T-Mobile and Verizon are going after the fixed wireless business how will cable companies fight back?

14:28: Shipments of midband and millimeter are on the rise. Who else could be going after those customers?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Diana Goovaerts, Fierce Wireless, Charter, Comcast, CBRS, spectrum, Verizon, Cox, T-Mobile, MVNO, Starlink,

This Week: The C-Band delay is pure lunacy Dec 20, 2021

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

0:26: Roger is upset about something in the wireless business regarding President Biden’s Build Back Better Plan.

3:34: Where the mobile carriers are going to cut spending and what the effects will be on the Digital Divide and the nation as a whole.

5:06: What is going on with the airline industry interfering with C-Band?

8:27: What could happen as the wireless carriers fight with the airline industry.

10:30: Is this kind of issue cropping up in Europe and China?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Build Back Better Plan, Biden Administration, taxes, stock prices, stock market, cap x, economics, economy, c-band, 5G, Digital Divide, FAA, Whitehouse, Boeing, FCC,

This Week: Wireless vs Cable and the Future of Broadband Dec 13, 2021

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

0:27: Last week the CEOs and CFOs of all the major network operators spoke at investor conferences. Here's what they said about broadband.

3:19: The role that millimeter wave could play for T-Mobile and Verizon.

4:26: The economics of using extra capacity in the network.

6:22: Is there an opportunity to upsell mobile customers to broadband or vice versa?

8:40: The carriers have started reporting net adds for fixed wireless - what should we look for to see how successful they are in their efforts.

10:22: How the buildout money from the government is distributed and how this looks for rural areas.

13:18: How could Manon Brouilette, the new CEO of Verizon’s Consumer Group, change things based on her background with Videotron?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, broadband, Fios, T-Mobile, millimeter wave, MSO, MNO, AT&T, fiber, Manon Brouilette, Videotron,

This Week: A Peek Inside the Recon Analytics Mobile Intender Survey Dec 06, 2021

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

0:27: Roger and Don share about the Mobile Intender Survey research they are doing and some of the results.

2:15: What was driving customer happiness in October? What then happened in November?

4:29: How did Black Friday affect the net promoter scores?

5:10: What this could mean for the 4th Quarter across the industry.

6:21: Is there a window of opportunity for one of the carriers to jump through to offer deals and bump their net promoter scores?

7:02: T-Mobile has turned on their mid-band spectrum - how this affects customer perception and each of the carriers.

9:40: How the carriers are using advertising and how that’s showing up in the surveys.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Mobile Intender Survey, survey, net promoter, net promoter score, handset promotions, AT&T, 4th Quarter, T-Mobile,

This Week: How has Broadband in the US Performed During the Pandemic? Nov 29, 2021

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

0:27: Roger shares about the white paper he wrote on the pandemic’s influence on broadband performance.

1:50: Fixed broadband was utilized more than the wireless networks.

2:31: Why did broadband perform as it did during the pandemic?

5:46: Comparing the U.S. and Japan in terms of broadband performance.

7:07: How Smart TVs affect broadband.

Check out Roger’s White Paper and study results in detail here: bit.ly/3HtAywL

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, broadband, pandemic, COVID, COVID-19, network, peak usage

This Week: Infrastructure Week! What it means for Carriers, MSOs and ISPs Nov 22, 2021

Analysts Don Kellogg and Roger Entner break down how the infrastructure bill that Congress passed will influence the telecom industry and how it might level the playing field for rural providers.

0:41: How does the infrastructure bill that passed this week impact the telecom industry?

4:41: Will the federal funding for fiber level the playing field for rural telcos?

7:32: Where does this leave cable providers?

9:30: Is everybody eligible for the funding from the bill or are there restrictions?

10:34: How the increase in remote working may affect how the bill is implemented.

11:25: Other factors affecting how the bill will be rolled out.

This Week: Telecom Leadership Changes and the Future of Software Defined Networking with Dan Meyer Nov 15, 2021

Analysts Don Kellogg and Roger Entner welcome Dan Meyer to the show. Dan is the Editor-in-Chief of SDxCentral, a publication that covers the software-defined space.

0:52: Roger shares the news of leadership changes at Verizon.

2:03: Who’s gone from T-Mobile?

3:57: Who the clock is ticking for.

5:40: Roger is waiting for a flattening of the AT&T Corporate structure.

8:44: What’s happening with back-end deals with cloud companies and hyper-scalers versus legacy carriers?

10:40: How is Google faring?

12:15: The carriers’ traditional roles are being challenged and overhauled.

14:20: DISH just reported - what that looked like and what they are likely to do moving forward.

Keep up with Dan’s work at SDxCentral.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Dan Meyer, SDxCentral, Verizon, leadership, pressure, investor troubles, Altisse, AT&T, Microsoft, T-Mobile, Google, Amazon, AWS, DISH,

This Week: Earnings Season Wrap Up- T-Mobile, AT&T, Charter and Comcast Nov 08, 2021

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

0:50 Taking theCharter and Comcast footprint into account when looking at their results their

new multi-line accounts

3:26 AT&T continues to lead in postpaid phone nets

4:10 What impact did the late-quarter release of the iPhone 13 have on net adds?

7:01 What are investors missing in the AT&T quarterly numbers?

8:05 Why all the defensiveness from T-Mobile? They had a very strong quarter.

9:30 Wireless carriers are frustrated about the price of their stock

12:15 Verizon is preparing for a massive ramp in their wireless broadband subscribers

12:45 Increased broadband competition in rural areas is coming

17:01 Roger's top-line predictions for Q4

18:40 The impact of supply chain on Q4

24:40 T-Mobile has been tracking network perception… but why won't they say who the leader in

network perception is?

Tags: #5G #Verizonwireless #ATTwireless #TMobile #Comcast #Charter #Broadband #Fiber #SupplyChain #QuarterlyEarnings #DonKellogg #RogerEntner

This Week: Bridging the Digital Divide with Peter Linder of Ericsson Nov 01, 2021

Analysts Don Kellogg and Roger Entner welcome Peter Linder from Ericsson to discuss the Digital Divide. Peter is the Head of 5G Marketing for North America at Ericsson.

0:26: The results of Ericsson’s study on the Digital Divide in the U.S.

2:03: How the Digital Divide most impacts rural America.

4:06: How the pandemic has changed the demand for internet services.

5:10: How far fiber could take us to solve the demand.

8:03: Different technologies that can be used in very rural communities.

9:42: The results of looking at the fixed versus mobile divide.

11:09: What about the segment of people who don’t want an internet connection?

14:13: What are the urban, suburban, and rural differences?

View the report here

Keep up with Peter on Twitter.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Peter Linder, Ericsson, digital divide, fiber, satellite, fixed wireless access, rural, remote healthcare, education, small business

This Week: Q3 Earnings from Verizon Oct 25, 2021

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

0:38: It’s earnings season again! How did Verizon fare with their most generous offer yet in Q3?

4:54: Consumer versus Business analysis for Q3.

8:04: Verizon actually gave a breakdown of their fixed wireless numbers.

10:42: How did Tracfone do?

11:45: Walmart started selling T-Mobile pre-paid phones.

13:38: What Verizon could be planning to do with Tracfone.

16:37: What they’re looking for from the other carriers in Q3.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, Tracfone, pandemic, supply chain shortages, fiber, DSL, fios, AT&T, C-Band, Tracfone, StraightTalk,Walmart, America Mobile, Safelink,

This Week: Cox and T-Mobile Sue Each Other, Visible Gets Hacked, When Does Tracfone Get Regulatory Approval? Oct 18, 2021

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

0:26: Cox Communications filed a lawsuit against T-Mobile, in January 2021, and a ruling has been made.

2:10: A brief history of why there would be an exclusivity agreement with T-Mobile and Cox Communications.

4:38: It looks like Cox is stuck with T-Mobile and higher-than-market rates right now. The DOJ & FCC may get into the disagreement.

6:20: Mobile X is launching on Verizon.

7:46: T-Mobile seems to be moving out of MVNO carriers. What benefit would that have to them?

9:11: Visible is in the news this week for a data breach.

12:36: Timeline for the Tracfone merger - will it get approved with the current makeup with the FCC?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, MVNO, Cox Communications, T-Mobile, Sprint, Charter, Comcast, Altice, Verizon, Charlie Ergen, Boost, John Legere, Tracfone, FCC, MobileX

This Week: The US and China Battle for 5G Supremacy with Jon Pelson Oct 11, 2021

Analysts Don Kellogg and Roger Entner welcome Jon Pelson to the podcast. Jon is the author of Wireless Wars: China’s Dangerous Domination of 5G and How We’re Fighting Back.

0:40: Jon shares why China’s involvement in 5G is concerning at this time in history.

5:05: Why Huawei should worry us compared to other companies.

6:24: What did Lithuania warn their citizens about?

8:17: The danger of allowing untrustworthy devices into networks.

8:48: What happens to those who speak out against the Chinese Communist Party’s agenda and what the West can do to stand up against them.

12:17: The role that innovation and invention plays.

15:20: What Open RAN could do to the markets.

16:36: What Huawei is doing in Ethiopia and other parts of Africa.

18:47: How does foreign aid work with the U.S. vs China.

21:57: What is the idea behind “China 2025”?

22:34: The effect of the Trump Administration’s Sanctions against Huawei

Check out Jon’s book here.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, ZTE, Huawei, 5G, spying, supply chain, throttling, African Union Center, China, Chinese Communist Party, Nokia, Ericsson, Jack Ma, Open RAN, Ethiotel, neo-colonialism,

This Week: Disruptive Innovation with Dan Hesse Oct 04, 2021

Analysts Don Kellogg and Roger Entner welcome Dan Hesse, former CEO of Sprint and current Chairman of the Board of Akamai Technologies, to the podcast.

0:26: Dan shares about the Digital One Rate Plan he developed during his time at AT&T - “creative destruction”.

8:49: How he tackled figuring out how to make his creative destruction make sense for the company.

10:43: The importance of the separate parts of the company being willing to change everything with the Digital One Rate Plan.

16:50: Dan took over Sprint when it was heading toward bankruptcy - how he had the courage to do something different again.

25:19: How his relationship with John Legere influenced T-Mobile’s plans.

28:39: The importance of creativity when you have 90% market share.

Follow Dan Hesse at www.danhesse.com

On twitter: https://twitter.com/danhessenews

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, creative destruction, AT&T, Sprint, Dan Hesse, Digital One Rate Plan, company culture, Ericsson, Nokia, T-Mobile,

This Week: Wireless Carrier Strategies in the early innings of 5G Sep 25, 2021

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

0:28: In the third week of September, the CEOs of AT&T, Verizon, and T-Mobile spoke at the Goldman Sachs Communicopia Conference on their visions of the future. What John Stankey of AT&T revealed about AT&T’s focus.

2:36: The importance of teasing out what John Stankey did NOT talk about.

6:04: AT&T’s churn strategy - are others playing the same game?

7:11: Verizon is getting more money out of their existing customers rather than playing the net-add-game. What Hans Vestberg said about Verizon and what can be extrapolated from that information.

12:17: Mike Sievert of T-Mobile shared that their premium plans are growing. What else did he share about T-Mobile?

19:26: Verizon’s potential difficulties in differentiating themselves in the market.

21:23: Who struck a deal with Apple for Apple TV+?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Goldman Conference, John Stankey, T-Mobile, Verizon, Hans Vestberg, Mike Sievert, data breach, fiber, Yahoo, AOL,

This Week: Inside the New iPhone Lineup with Avi Greengart of Techsponential Sep 20, 2021

Analysts Don Kellogg and Roger Entner discuss the new iPhones with special guest Avi Greengart from Techsponential.

0:26: Avi shares his thoughts on incremental upgrades with the new iPhone 13 lineup that was announced recently.

1:26: An overview of the larger carriers’ offers on the new iPhone line and who might benefit from it.

3:02: A few really interesting findings with this new lineup.

6:01: What was in the fine print that Apple didn’t announce and what that means for consumers.

7:22: Camera enhancements are driving a lot of the upgrades for phones.

9:20: What effect will these new phones likely have on the carriers’ bottom lines and what else is playing into the year-over-year comparison.

10:41: Speed - what does it matter and what difference does 5G make?

14:03: Predictions on who will come out on top after these upgrades happen.

Follow Avi’s work at Techsponential here.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, iPhone, iPhone 13, Avi Greengart, Techsponential, Verizon, AT&T, T-Mobile,

This Week: Should the FCC Enact a Spectrum Screen for Mid-Band? Sep 13, 2021

0:26: The 3.45 Auction is heating up. How the Spectrum Screen works and how it is supposed to work.

3:35: T-Mobile managed to lock out the bigger players in the 600 mhz auction and got everything they wanted.

4:50: How much spectrum each carrier has - do they have competitive parity?

6:26: Why the Sprint and T-Mobile Merger wasn’t the time to bring up competitive advantages and disadvantages.

7:30: Will a ruling come out before the 3.45 Auction?

10:27: Verizon has placed their bets on C-Band which isn’t active just yet.

12:34: The FCC is politically deadlocked - what could happen?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, 3.45 spectrum, FCC, Clearwire, Sprint, Verizon, AT&T, T-Mobile, PC Magazine,

This Week: OpenRan and Geopolitics with Linda Hardesty of Fierce Wireless Sep 06, 2021

Analysts Don Kellogg and Roger Entner discuss Open RAN with Editor-in-Chief of Fierce Wireless Linda Hardesty.

0:26: How Open RAN has become politicized.

2:27: What are the security concerns with Huawei?

4:54: What is open about Open RAN.

5:47: Some complaints about Open RAN and the Open Ran Alliance, how security is handled.

8:01: How will bugs and issues be found in Open RAN code?

8:57: There is no such thing as absolute security.

11:23: Nokia announced it is pulling out of the Open RAN Alliance.

14:34: Will all the Open RAN upstarts be acquired by bigger players?

15:41: Open RAN solves some problems - what benefits it brings in terms of innovation.

16:59: Open RAN is already chipping away at the big vendors.

Check out Linda’s latest articles at Fierce Wireless here.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Open RAN, Open RAN Alliance, Huawei, ZTE, security, Ericsson, Samsung, Nokia, open code, China, Politics, Edward Snowden, ONAP, Rakuten,

This Week: What to look for in FCC Auction 110 Aug 30, 2021

0:33: On October 5th the FCC is auctioning off 100 mhz of spectrum between 3.45 and 3.55. Who are the bidders and why they may be bidding on it. Who’s missing from the list?

3:35: Companies are limited on the amount of spectrum they can win in the auction.

4:15: Will DISH be bidding on this mid-band spectrum? Why?

7:50: The days are gone of the partnership between T-Mobile and DISH. They are likely able to figure out what each other wants and they may try to trip each other up.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, AT&T, DISH, Charter, Comcast, Verizon, CBRS, FCC, auction

This Week: A Series of Unfortunate Events at T-Mobile Aug 23, 2021

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

0:26: T-Mobile was in the news for losing personal information for 49 million customers.

2:57: What happens to T-Mobile customers impacted?

4:13: How this breach apparently happened.

5:04: California Public Utilities Commission issued a statement regarding testimony around T-Mobile keeping CDMA bandwidth after the Sprint merger.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, hack, information security, Charlie Ergen, California,

This Week: DISH's Wireless Network Buildout with Scott Moritz of Bloomberg Aug 16, 2021

Analysts Don Kellogg and Roger Entner welcome Scott Moritz from Bloomberg to discuss the latest news about DISH.

0:26: Scott Moritz recaps his latest article and goes in depth on how DISH is relaunching Boost and launching a new 5G beta in Q4.

3:45: What is “Project Manhattan” and how is Charlie Ergen leading his company?

6:02: How AT&T helped DISH through their wholesale deal.

8:35: What could the timeline look like after the Beta Test.

9:35: Why DISH is choosing to start in Las Vegas and Florida.

10:35: How will DISH likely differentiate to gain customers?

13:20: Part of the success T-Mobile has seen has come from their merger - how vested are regulators in creating a fourth network in the US?

You can find Scott’s latest articles for Bloomberg here.

This Week: Time is Ticking for the Nvidia/ARM Deal Aug 09, 2021

0:26: An update about NVIDIA buying ARM - and what the complicating factors are.

1:36: The sequence of how NVIDIA should go about filing for permissions.

4:02: Why Japanese Anti-trust approval should be easy.

4:33: Why the FTC could present a significant hurdle.

6:43: NVIDIA hasn’t filed in the EU yet.

8:54: What could happen if the merger isn’t approved in all of the anti-trust bureaus?

10:27: How Chinese law works in regard to the merger.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, NVIDIA, Arm, acquisition, merger, CMA, Brexit, AMD, Xilinx, FTC, DOJ, Huawei, Softbank,

This Week: Strong Earnings Continue with T-Mobile and Comcast Aug 02, 2021

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

0:26: T-Mobile has released their Q2 Earnings Report.

4:38: T-Mobile shared data on its rural buildout.

7:49: T-Mobile reported that they beat Verizon’s business-sector churn.

9:35: T-Mobile’s projections for net adds - is it too aggressive or right on track?

12:39: Comcast shared their Q2 Earnings Reports for the wireless portion of their business.

19:03: Is the MVNO business model working? Is a hybrid MVNO a good strategy?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, Earnings, Quarterly Report, Tracfone, account growth, AT&T, Comcast, Altice, DISH, US Cellular

This Week: Big Q2 Results from AT&T and Verizon; Dish and AT&T Sign a Roaming and Transport Deal. Jul 26, 2021

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

0:27: Earnings season is here again! Verizon’s results were strong.

3:42: AT&T has released their results as well, how do their business sector results compare to Verizon’s.

4:30: How Verizon’s “Greatest Upgrade Promotion Ever” has affected their numbers.

5:39: Verizon’s gross adds are up.

6:14: AT&T is kicking ass - How do their numbers compare to last year’s.

8:26: Service margin for both carriers was down, how that affected overall profitability.

9:18: How big will the switching pool get?

11:03: Is T-Mobile making progress in the business sector?

12:39: DISH and AT&T have made a roaming deal - details and data comparison between carriers and their wholesale contracts.

17:49: AT&T can ask DISH to use some of their spectrum - what those requirements are.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, earnings, Q2, Q2 earnings,quarterly earnings, BOOST, T-Mobile

This Week: How Network Virtualization Changes the Economics of Wireless Jul 19, 2021

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

0:26: Dish’s plans in the virtualized network space and how they’re working with AWS.

6:00: Comparing Facebook’s data center model to AWS.

8:40: With this big change in the way computing is done, what is likely to happen to other networks and carriers - and who owns the equipment?

12:54: Differing corporate cultures impact each carrier’s strategy and speed of implementation in switching over to a virtualized network.

15:14: The economics of MVNOs favor large players and network operators: will virtualization change that dynamic?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, DISH, AT&T, virtualized network, AWS, cloud, Rakuten, Amazon, Facebook, distributed computing, OpenRAN, Microsoft, Title II, Comcast, Verizon, T-Mobile,

This Week: Will Promotional Intensity in Wireless Continue? Jul 12, 2021

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

0:26: How the large carriers are tackling the problem of churn-reduction.

1:40: Churn percentage comparison between smaller and larger carriers - and why that matters.

4:30: How T-Mobile is handling churn-reduction.

5:52: Are these retention offers going to be the new normal?

7:22: Q2 numbers aren’t out yet, but what the numbers we do have indicate for AT&T and T-Mobile.

9:33: T-Mobile is struggling with Sprint legacy customers - why are they handling that churn the way they are?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, AT&T, Verizon, churn, T-Mobile, Charter, Comcast,

This Week: AT&T Transfers 5G Cloud Infrastructure to Microsoft - What does this mean for Operators and Hyperscalers? Jul 05, 2021

In Episode 42, analysts Don Kellogg and Roger Entner discuss the answers to the meaning of life and everything, as well as the latest news in telecom, media, and technology.

0:25: AT&T made a big announcement about how they will operate their 5G network moving forward.

3:04: Microsoft is the new leader in mobile cloud with Azure for Operators.

4:33: How this move by AT&T could impact the other carriers.

7:33: What could be coming up next?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, software defined networking, virtualization, greenfield networks, AT&T, Microsoft, 5G, cloud, Azure, Amazon, DISH, multiplayer online gaming, Fortnite, network, Verizon, T-Mobile, Orange,

This Week: Telecom Policy Update Jun 28, 2021

0:25: The latest update on the broadband infrastructure plans.

1:43: Broadband infrastructure - fiber’s challenges and satellite’s challenges.

4:56: There seem to be lots of delays in a number of key policy-creating agencies. What could be causing the delays?

9:04: The first bill the new House passed was Title II Net Neutrality.

10:11: 3.45 Auction is coming up in October - what we can we expect?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, broadband infrastructure, FTC, Lina Khan, FCC, Jessica Rosenworcel, regulations, public policy, DOJ antitrust, DOJ, Facebook, Net Neutrality, Sprint, T-Mobile, DISH

This Week: Carrier CFOs Give Business Updates at Credit Suisse Conference Jun 21, 2021

0:26: The CFOs from all three national carriers talked at the Credit Suisse Communications Conference last week. What did Pascal Desroches of AT&T have to say at the conference?

3:40: AT&T has renewed their focus on growing organically as opposed to gobbling up other companies.

7:10: AT&T continues to talk about record-low churn.

7:50: Peter Osvaldik, of T-Mobile, talked about the merger’s progress - and how they are accomplishing it ahead of schedule.

13:00: T-Mobile plans to decommission 35,000 macro sites.

13:48: T-Mobile has three big expansion targets but they haven't yet reported progress against those goals

This Week: The Future of OpenRan with AT&T EVP & CTO Andre Fuetsch Jun 14, 2021

This week, analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with a special guest - Andre Fuetsch, EVP and Chief Technology Officer at AT&T.

0:24: Andre shares AT&T’s perspective on ORAN.

3:43: Where Andre sees OpenRAN making its entry into AT&T.

6:46: How AT&T is planning a phased approach to OpenRan deployment.

8:50: How ORAN works with the move to standalone 5G network.

12:36: Other factors playing into AT&T’s delivery of OpenRAN.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Andre Fuetsch, AT&T, ORAN, 5G, open source,

This Week: Verizon Pushes in its Chips with a New Retention Offer Jun 07, 2021

0:26: Verizon announced a shift in their offer strategy - what that looks like and why.

2:28: Which plans qualify for the incentives.

3:43: The industry as a whole is doing better than anyone thought.

5:56: Verizon has traditionally used content to pull in customers, what’s really happening with Fios and Disney+?

10:25: Comparing the new plans with the older plans.

11:38: Now that AT&T and Verizon are offering aggressive plans - will T-Mobile follow suit?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, economy, rebound, Uverse, DirecTV, AT&T, Charter, Comcast, Disney+, Netflix, T-Mobile,

This Week: Broadband Infrastructure Update May 31, 2021

0:26: The Whitehouse released a fact sheet with what they want to see come out of an infrastructure bill. A brief history from then until now.

2:07: Why the fact sheet is antagonistic towardss the private companies in the broadband space.

4:07: The second proposal that the Whitehouse and Democrats want.

5:36: What FCC Commissioner Carr had to say about all this.

6:24: Should those who benefit from the internet contribute toward universal broadband?

7:30: What needs to happen for any of this to move forward?

9:22: Is there a way around the objections?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, broadband, fiber, rural, private investment, progressive Democrats, fixed wireless, government, Title II, Silicon Valley, innovation, Commissioner Brendan Carr, Google, Netflix, Amazon, net neutrality,

This Week: AT&T Spins WarnerMedia, Deutsche Telekom wants a Piece of T-Mobile May 24, 2021

0:25: BIG NEWS: AT&T is merging Warner Media with Discovery. What does this mean for both companies?

3:44: The investment community was worried about AT&T’s acquisition - but no one has made a peep about Discovery. There will be winners and losers in this streaming war.

5:05: What’s happening to AT&T’s adtech units?

6:55: Deutsche Telecom wants to own more of T-Mobile - what could that look like?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, 5G, fiber, c-band, AT&T, Warner Media, Discovery, HBO PLUS, HBO MAX, streaming, T-Mobile, Deutsche Telecom,

This Week: Wireless Infrastructure, 5G and OpenRAN with Eric Stonestrom May 17, 2021

0:25: Eric shares about Airspan and their role in wireless infrastructure.

1:33: OpenRAN - where Eric sees it heading and how Airspan bridges the gaps.

6:36: Eric discusses 5G and the 5700 in the CBRS band.

8:53: DAS versus Neutral Host.

10:35: Airspan has recently announced they are going public. Why now?

Follow along with Airspan’s innovations on

their website.

Airspan, Eric Stonestrom, OpenRAN, 5G, MIMO, CBRS, CBand, telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics

This Week: T-Mobile Reports Q1 Earnings- Where is the Revenue Growth?? May 10, 2021

0:25: T-Mobile reported their Q1 earnings - what the numbers looked like.

2:16: Looks like the stimulus held off prepaid growth - that has affected T-Mobile’s numbers.

4:27: How did the acquisition of Sprint affect their numbers?

5:26: What their Enterprise Market penetration looks like.

6:14: Statistics for several areas of interest were missing from this report.

8:09: There’s a showdown coming - what could that look like?

10:00: AT&T is no longer playing defense - the carriers are likely to become more aggressive with deals as the year moves along.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, prepaid cellular, postpaid cellular, Q1, Mike Sievert, iPhone, T-Mobile, AT&T

This Week: Earnings from Comcast, Charter, Altice and Dish May 03, 2021

0:28: Q1 Earnings announcements from Comcast, Charter, and DISH. What the numbers mean.

2:42: Comcast changed their pricing structure.

4:21: Altice is trying to be defensive with their pricing structure.

4:49: How Charter and Comcast are positioning themselves with their CBRS purchases.

6:04: DISH is struggling to keep up with the post-pandemic economy.

7:07: Historically what’s happened in prepaid vs postpaid cellular plans in recessions. And how that’s affecting DISH.

10:33: Google, Apple, and Facebook released their revenue numbers this week too.

11:22: The chip shortage - what’s happening with that?

12:36: What does the drought in Taiwan have to do with the chip shortage?

13:26: Big Tech is posting big increases while under scrutiny for antitrust.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Comcast, Charter, DISH, Altice, Q1, earnings reports, chip shortage, Google, Facebook, Apple, Epic,

This Week: Verizon and AT&T Q1 Earnings Apr 26, 2021

0:25: Verizon announced their Q1 earnings this week.

2:02: Verizon Media had their second consecutive quarter of growth.

3:18: Is Verizon’s strategy a good one?

5:25: How the death of cookies might impact Verizon.

6:28: Verizon wants to grow the value of the accounts they have.

7:11: Verizon is proud of their content distribution - is that a wise idea or not?

10:17: A summary of AT&T’s Q1 earnings.

13:49: AT&T’s practices have stopped their churn.

15:24: AT&T is walking a fine line of consumers being on their contracts too long - will that come back to bite them?

18:55: Speculations about T-Mobile’s Q1 announcement and how that could stack up against AT&T and Verizon.

telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, prepaid, T-Mobile,

This Week: C-Band Deployment with Adam Koeppe of Verizon Apr 19, 2021

0:25: Verizon spent more than any other carrier - most on the A-Block. Adam outlines what they will be doing with it.

2:33: Verizon has already made some announcements with the tower system that will accelerate the buildout.

3:33: Can Verizon use the same equipment for C-Band and CBRS spectrum?

6:19: Propagation characteristics of higher frequency spectrum - Adam shares how Verizon is solving for in-building penetration.

8:34: Where does C-Band fit into plans for wireless home internet?

11:25: Why spectrum depth in rural markets is important.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Adam Koeppe, Verizon, fixed wireless, C-Band, 5G, 4G, mobile

This Week: Telecom Infrastructure Policy with John Hendel of Politico Apr 12, 2021

0:25:The Biden Administration released an infrastructure proposal and includes a plan to close the broadband gap - what that looks like.

2:16: Why many Democrats on the hill are excited by this announcement.

2:50: Which talking points are causing alarm and why.

5:07: How moderate Democrats may react to this legislation.

6:44: The Whitehouse isn’t getting too specific on things such as price control.

8:13: Recon Analytics just did a survey and recently released results on how to close the broadband gap.

9:09: Examining how we can fund these subsidies.

10:53: These are bi-partisan and cross-industry issues - where should subsidies be directed?

13:14: What does Agriculture have to do with broadband?

15:05: We need better strategy over how money is spent - could we possibly see a new department created?

16:50: When to expect details to emerge on the Biden Plan?

20:36: Who are the key players on Capitol Hill?

23:15: How the internet service providers could impact the legislation.

Follow John’s work at POLITICO: https://www.politico.com/staff/john-hendel

This Week: T-Mobile Kills TVision, Partners with Google on RCS Apr 05, 2021

0:26: T-Mobile has made the news headlines recently for retiring T-Vision after rolling it out just 5 months ago! The problems that have likely contributed to this decision.

4:00: Google is T-Mobile’s new RCS provider - what that looks like.

6:30: How the carriers could monetize RCS.

8:37: What was the one thing missing from T-Mobile’s announcement that the world has been waiting for?

10:34: Apple has their own proprietary messaging standard, will they choose to play nice with the other tech giants?

12:05: T-Mobile recently changed their privacy changes from “opt-in” to “opt-out”.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, T-Vision, content, complaints, Hollywood, Google, Netflix, Verizon, DirecTV, RCS, AT&T, Rakuten, Sprint, ecommerce, advertising, cross-carrier RCS,

This Week: Network Slicing and 5G Mar 29, 2021

0:29: Roger defines network slicing and its main differences from Private Networks.

2:30: Benefits of Network Slicing.

4:11: You can buy a slice of network - what does that look like?

8:16: Industrial use cases and how network slicing fits.

12:30: Other use cases for slices of network - drones and gaming.

This Week: Closing the Broadband Gap with Dr. Nicol Turner Lee Mar 22, 2021

0:26: What are the challenges around broadband access - especially for low income, rural, and POC. Why this is an urgent issue.

3:33: An examination of the trends in broadband access.

5:00: Dr. Lee shares her story about how she served those excluded from broadband access.

9:59: The reasons that people aren’t connected.

11:43: How a national program could help solve those problems.

12:26: How remote learning will affect African American and Latino students - but there’s a light at the end of the tunnel.

14:40: A discussion around expanding the funding formula.

17:17: It’s time to rethink where the money sits.

19:24: The No Child Left Offline initiative - what is it and what could it do?

Learn more about Dr. Lee here: https://www.drnicolspeaks.com/

Follow Dr. Lee on twitter @drturnerlee

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Dr. Nicol Turner Lee, TechTank, Center for Technology Innovation, Brookings Institute, Tech New Deal, FCC, Federal Communications Center, pandemic, COVID, COVID-19, coronavirus, urban, rural, adoption utilization, economic opportunities, workforce opportunities, President Biden, machine learning algorithms, remote learning, American Dream, universal services contract, broadband insecurity,

This Week: C-Band Implications with Drew Fitzgerald Mar 15, 2021

0:26: Drew shares about the big winners from the C-Band Auction.

1:14: What happened with DISH?

2:10: Cable walked away.

3:33: How will the national carriers pay for their winnings at the auction?

4:43: How network quality affects the networks and the big question about building out the networks.

7:30: Verizon has done a lot of upgrading already - including radios which are compatible with its A-block spectrum

9:00: How well does 3.5Ghz spectrum penetrate walls and into buildings?

10:44: C-Band winners are facing a significant build out in order to use the spectrum indoors.

11:57: What is the comparison between what’s happening in Asia and European markets and the C-Band Auction?

14:27: Predictions about what c-band spend will mean for future auctions.

Follow Drew Fitzgerald here: https://www.wsj.com/news/author/drew-fitzgerald

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Drew Fitzgerald, Wall Street Journal, Verizon, AT&T, T-Mobile, tech, C-Band Auction, cable, DISH, CBRS, Charlie Ergen, virtualized RAN, Open RAN, PCS spectrum,

This Week: How Leadership Changes Drive Carrier Strategy Mar 08, 2021

0:26: What can be learned from the change in leadership, and subsequent strategy changes, at the top three mobile carriers?

4:24: Since T-Mobile has snapped up a large share of the “low hanging fruit” from other carriers, how their strategy seems to be changing.

5:50: T-Mobile and rural America - how will T-Mobile grow beyond their traditional footprint?

7:20: All of the top talent working at the companies know each other and have often worked together at other companies.

8:24: Comparing Verizon under Hans Vestberg to Verizon under his predecessors.

12:40: Verizon is betting on content - a wise bet or not?

16:00: Comparing AT&T under John Stankey to AT&T under his predecessors.

17:51: How AT&T reacted and pivoted after Sprint was acquired and no longer the “low rung of the carrier ladder”.

20:09: How low cost of capital has impacted the wireless carriers.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T- Mobile, AT&T, Verizon, leadership, Mike Sievert, Q4, net adds, ARPU, ARPA, strategy, rural expansion, Hans Vestberg, 5G, COVID-19, COVID, Coronavirus, John Stankey

This Week: Prepaid Brands Report Q4 Mar 01, 2021

0:25: DISH just released their 4th Quarter numbers which closes out the prepaid carriers.

2:30: It seems that COVID-19 is no longer negatively affecting the wireless market.

3:08: Was it a good business move for Verizon to buy Tracfone in the current market?

4:07: Tracfone is going through a transformation.

5:10: DISH announced some interesting things about the Sprint CDMA network.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, prepaid, Q4, DISH, T-Mobile, US Cellular, Tracfone, Boost, net adds, stimulus, GDP, Verizon, cellular, postpaid, StraightTalk, recession

This Week: Private Networks for Utilities Feb 22, 2021

1:02: Discussion of an article by Mike Dano that outlines an innovative plan to use their spectrum acquisition.

2:14: The secondary market for spectrum is alive and well.

3:35: San Diego Gas & Electric now owns both 900MHz and CBRS spectrum - what can be done with these frequencies?

4:45: What Southern California Edison will likely do with their priority access license.

6:17: Nokia recently predicted that the private wireless market will eventually be double the commercial market.

https://www.lightreading.com/security/why-anterix-sdgande-private-wireless-deal-is-raising-eyebrows/d/d-id/767424

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, CBRS, auction, utility companies, Southern California Edison, San Diego Gas & Electric, Alabama Power, Mike Dano, Light Reading, innovation, public safety, Nokia, cabling,

This Week: Open RAN with Special Guest Mike Dano Feb 15, 2021

Special Guest Mike Dano talks with Roger and Don about the state of OpenRan.

0:47: Mike shares his broad assessment of the state of Open RAN.

2:04: Political implications of Open RAN in the U.S.

3:59: How is Rakuten in Japan fairing with Open RAN?

4:45: AT&T and other big U.S. carriers could be taking advantage of Open RAN.

5:25: The state of Open RAN in India and the U.K.

6:58: Open RAN and security.

9:45: The differences between Open RAN and Open Source.

10:24: Does Open RAN simplify operations?

12:06: What might need to change in Open RAN in order for major carriers in the U.S. to move forward with it.

14:45: A discussion about Huawei and what happens when the small fish becomes the big fish in the pond.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Mike Dano, Light Reading, Open RAN, network design, network construction, AT&T, Verizon, FPN, Rakuten, DISH Network, Jio, Vodafone, ORAN Alliance, Docomo, security, SDN, Full stack, 4G, 5G, Onap, software defined networking, C-Band, Huawei,

This Week: T-Mobile Announces 4th Quarter Results Feb 08, 2021

0:27: T-Mobile released their Q4 2020 Earnings Report, it was a strong quarter.

1:53: Contrasting T-Mobile with Verizon and AT&T.

3:45: Impacts of a muted churn enviornment.

4:20: T-Mobile’s secret to success.

5:06: Will gross adds bounce back?

6:05: T-Mobile keeps talking about how much of an advantage the network that they are deploying will be. How will this impact rural America?

10:54: T-Mobile is piloting wireless 5G broadband. That will position them to compete with smaller cable providers.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, churn, Sprint, Q4 2020, AT&T, Verizon, postpaid, TracFone, low band, mid band, rural, iPhone, 5G, Comcast,

This Week: AT&T, Verizon and Comcast Announce Q4 Earnings Feb 01, 2021

0:26: It’s earnings season! Verizon’s numbers for the last quarter shows they are struggling to attract customers. What has been working for them and what hasn’t?

5:09: Verizon talked about their 5G sites and their 5G plans for 2021.

6:25: Comparing AT&T’s numbers with Verizon’s - is it better to have more net adds or better profitability?

7:48: Apple has reported an incredible 4th Quarter; a lot from overseas customers.

8:56: AT&T and Verizon didn’t have a problem with offering devices that no one wanted to buy - let’s compare their strategies.

9:22: Stores are closed for all companies, but COVID cannot be blamed for Verizon’s numbers.

10:52: Is there a difference between operational metrics and financial metrics?

12:50: AT&T talked about their fiber - it’s a multi-use network.

14:47: Comcast released their numbers and have renegotiated their contract with Verizon which is good for them but not so much for Verizon.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, Comcast, 5G, C-Band, Ultra Wideband, COVID, COVID-19, Coronavirus, T-Mobile, Bell South, DirecTV, Warner Media, Hollywood, fiber optic cable, Tracfone, StraightTalk,

This Week: Merger Talk - Nvidia and ARM Jan 25, 2021

0:27: A brief history and discussion of what Nvidia and ARM, who are trying to merge, do within the world of technology and AI.

4:55: Business model differences between ARM and Nvidia.

6:02: Where does AI take place and what happens to creativity and competitive innovation when they merge?

7:21: The global hurdles to jump in order to complete the merger.

11:27: What needs to happen specifically in the United States before this merger is approved and a possible timeline of how long it may take to be reviewed.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Nvidia, Arm, merger, parallel processing, graphics card, drivers, AI, AI hardware, Google, Facebook, antitrust, technology, processing,

This Week: C-Band Auction Concludes - Did the Bidders Pay Too Much? Jan 18, 2021

0:27: The C-Band Auction is wrapping up, Stocks for AT&T and Verizon are down; more than $80B has been spent.

2:11: A comparison between European telecom auctions and the US

3:30: What happens when you don’t buy spectrum that you actually need?

5:30: AT&T and Verizon need to get more spectrum to continue to compete with T-Mobile, especially since wireless is the core revenue-generator of their businesses.

7:44: Low interest rates are playing a factor in the amount that AT&T and Verizon can spend.

10:00: How the Spectrum Screen Ruling could affect mergers and acquisitions in the future and how it didn’t play into T-Mobile acquiring Sprint.

13:51: When the Auction ends, where will the $80B be coming from? Which carriers will come out as winners?

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, AT&T, Verizon, 3G, 4G, 5G, 6G, C-Band, C-Band Auction, proceeds, revenue, T-Mobile, Warner Media, wireless, Charter, Comcast, CBRS,

This Week: Q4 Perspective from the Carriers at Citi TMT Conference Jan 11, 2021

0:27: The Citi Telecom, Media & Technology Conference was last week and all three major carriers were there.

0:47: T-Mobile pre-released their results and had some interesting highlights.

7:05: The economics of adding media to phone plans: Verizon vs T-Mobile’s approach.

9:05: How strong is Verizon’s business sector?

10:15: AT&T’s John Stephens on AT&T’s core businesses

12:15: In January, T-Mobile quietly announced that it had acquired 14,000 customers in South Dakota and Iowa. What could that possibly mean for the midwest and affiliate buyouts?

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Citi, Citi Telecom Media & Technology Conference, T-Mobile, rural, city, urban, 5G, Verizon, AT&T, micro-verticals, affiliate buyouts,

This Week: C-Band Auction Reaches All-Time Highs Jan 04, 2021

0:30: Revisiting C-Band Auction after 45 rounds.

2:00: Bidding in A block vs BC blocks.

4:20: High demand continues for smaller markets.

5:55: Top 3 markets didn’t have the same premium as in previous auctions.

6:40: How long will we need to wait to find out who won the bidding?