Episodi
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Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.
00:58 AT&T Q3 overview
2:36 Industry upgrade cycles
04:34 T-Mobile Q3 overview
07:29 T-Mobile vs. Verizon
08:20 Verizon Q3 overview
09:05 Comcast Q3 overview
09:48 Altice Q3 overview
10:00 Cable industry predictions
11:20 Dish Q3 overview
13:19 US Cellular Q3 overview
14:02 Q4 predictions
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, fiber, convergence, upgrades, T-Mobile, FWA, cable, Verizon, Frontier, Comcast, Charter, RDOF, Altice, SOGA, Dish, ACP, US Cellular, elections, Apple, iPhone
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Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey.
00:24 Conference overview
02:36 A global view of the industry
03:51 Telco-to-techno journey
04:40 ZTE's optimization focus
05:53 ZTE company profile
07:27 Total cost of ownership metrics
08:40 ZTE's capacity focus and spectrum issues
12:24 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, ZTE, Turkey, 5G, AI, Ericcson, Nokia, India, MIMO, 6G, spectrum, elections, capacity
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Episodi mancanti?
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may require
carriers to unlock devices much sooner rather than later.
00:25 FCC plan details and carrier implications
03:11 Most people don't understand unlocking
03:44 Why are devices locked anyway?
06:03 Predictions if implemented
07:26 Carriers differ greatly on the issue
10:22 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, FCC, unlocking, spectrum, D Block, Google, Verizon, net neutrality, Chevron deference, T-Mobile, Mint, AT&T, phone trafficking, subsidies, TracFone, Peter Adderton, MobileX
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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
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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
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