Episodi
-
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
-
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
-
Episodi mancanti?
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
- Mostra di più