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...
Jan 10, 2022•13 min•Season 1Ep. 69
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 StraightTa...
Jan 03, 2022•16 min•Season 1Ep. 68
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...
Dec 27, 2021•18 min•Season 1Ep. 67
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 industr...
Dec 20, 2021•12 min•Season 1Ep. 66
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 ...
Dec 13, 2021•17 min•Season 1Ep. 65
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 ...
Dec 06, 2021•12 min•Season 1Ep. 64
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 he...
Nov 29, 2021•9 min•Season 1Ep. 63
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? 1...
Nov 22, 2021•12 min•Season 1Ep. 62
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 f...
Nov 15, 2021•24 min•Season 1Ep. 61
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...
Nov 08, 2021•25 min•Season 1Ep. 60
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:...
Nov 01, 2021•19 min•Season 1Ep. 59
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 ...
Oct 25, 2021•19 min•Season 1Ep. 58
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 s...
Oct 18, 2021•15 min•Season 1Ep. 57
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...
Oct 11, 2021•26 min•Season 1Ep. 56
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: ...
Oct 04, 2021•30 min•Season 1Ep. 55
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 mon...
Sep 25, 2021•23 min•Season 1Ep. 54
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: Camer...
Sep 20, 2021•19 min•Season 1Ep. 53
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 whi...
Sep 13, 2021•14 min•Season 1Ep. 52
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 Allian...
Sep 06, 2021•18 min•Season 1Ep. 51
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, te...
Aug 30, 2021•10 min•Season 1Ep. 50
