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, tel...
Mar 06, 2023•16 min•Season 1Ep. 129
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, telecomm...
Feb 27, 2023•12 min•Season 1Ep. 128
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, S...
Feb 20, 2023•10 min•Season 1Ep. 127
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 h...
Feb 13, 2023•17 min•Season 1Ep. 126
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, wir...
Feb 06, 2023•17 min•Season 1Ep. 125
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 ...
Jan 30, 2023•18 min•Season 1Ep. 124
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-M...
Jan 23, 2023•11 min•Season 1Ep. 123
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: te...
Jan 16, 2023•9 min•Season 1Ep. 122
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 resu...
Jan 09, 2023•18 min•Season 1Ep. 121
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, c...
Jan 02, 2023•14 min•Season 1Ep. 120
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, telecommuni...
Dec 26, 2022•13 min•Season 1Ep. 119
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 ...
Dec 19, 2022•18 min•Season 1Ep. 118
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 Ver...
Dec 12, 2022•16 min•Season 1Ep. 117
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 C...
Dec 05, 2022•15 min•Season 1Ep. 116
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 Ent...
Nov 28, 2022•12 min•Season 1Ep. 115
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...
Nov 21, 2022•16 min•Season 1Ep. 114
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 ...
Nov 14, 2022•12 min•Season 1Ep. 113
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 ...
Nov 07, 2022•16 min•Season 1Ep. 112
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 ben...
Oct 31, 2022•15 min•Season 1Ep. 111
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...
Oct 24, 2022•15 min•Season 2Ep. 110
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...
Oct 17, 2022•14 min•Ep. 109
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 ...
Oct 10, 2022•11 min•Season 1Ep. 108
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 ...
Oct 03, 2022•8 min•Season 1Ep. 107
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...
Sep 26, 2022•15 min•Season 1Ep. 106
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...
Sep 19, 2022•14 min•Season 1Ep. 105
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...
Sep 12, 2022•19 min•Season 1Ep. 104
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 ...
Sep 05, 2022•15 min•Season 1Ep. 103
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 im...
Aug 29, 2022•16 min•Season 1Ep. 102
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...
Aug 22, 2022•15 min•Season 1Ep. 101
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...
Aug 08, 2022•13 min•Season 1Ep. 100
