エピソード
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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