Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with Frank Mong, COO of Nova Labs. 0:40 What is Nova Labs trying to solve for? 4:34 Building a hybrid distributed cellular infrastructure on CRBS spectrum alongside WiFi and the T-Mobile macro network 6:50 Where are we on the adoption curve for a distributed cellular network? What problems can we solve with a distributed network? 13:56 6 months in, what are the lessons of launching a distributed cellu...
Oct 09, 2023•22 min•Season 1Ep. 160
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:20 MobileX is launching in Walmart. What are the implications for the prepaid ecosystem? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Tracfone, MobileX, Walmart, Prepaid
Oct 02, 2023•12 min•Season 1Ep. 159
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 Dish is back in the news, this time the DoJ is backing an extension for the 800 MHz spectrum purchase from T-Mobile 3:50 AST Makes the first 5G voice call from space 6:30 Verizon provides more details around the C-Band deployment progress 12:00 Verizon's pricing strategy vis a vis the MSOs Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, D...
Sep 25, 2023•17 min•Season 1Ep. 158
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:35 T-Mobile is going to buy Comcast's 600 MHz spectrum 3:30 Will we see a return of the spectrum screen? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, FCC, Spectrum Screen, 600 Mhz Auction
Sep 18, 2023•9 min•Season 1Ep. 157
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 T-Mobile and Dish are having trouble coming to an agreement about Dish buying 14 MHz of T-Mobile's 800 MHz spectrum 7:00 Verizon announces new Fixed Wireless Access plans Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH, Fixed Wireless, FWA, 800 MHz, FCC, ARPU...
Sep 04, 2023•14 min•Season 1Ep. 155
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest John Dwyer, President of Prepaid and Cricket Wireless at AT&T. 0:48: John shares a “State of the Union” in prepaid and specifically for Cricket. 3:10: How have customer expectations changed today versus before the pandemic? 4:33: AT&T has an exciting new announcement - what is going on and what are the details? 7:23: Predictions about how the distribution model will shift mo...
Aug 28, 2023•14 min•Season 1Ep. 154
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Verizon just released news about their C-Band deployment - what is their news and how it affects the rest of the industry. 1:44: How Verizon compares to T-Mobile currently. 3:41: What are the real-world uses for mid-band spectrum right now? 4:49: How AT&T and the other companies will be changing. 6:26: The financial side of FWA. 9:03: The wildcard of Augmented Reality. Tags: telecom, teleco...
Aug 21, 2023•10 min•Season 1Ep. 153
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology joined by special guest and new analyst at Recon - Daryl Schoolar. 1:23: DISH and Echostar are joining forces - what this could mean for both companies. 3:57: Building a 5G OpenRAN network from scratch is expensive and tough. 5:10: T-Mobile has shared their first bits of their 5G OpenRAN network with developers. 5:42: Geoff Hollingworth shared a cryptic blog post this past week - what was that about? ...
Aug 14, 2023•14 min•Season 1Ep. 152
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: US Cellular reported their Q2 earnings along with some surprising news. 3:51: US Cellular could be an interesting acquisition for someone. 6:44: US Cellular owns their own towers - the problem with that from an acquisition standpoint. 8:35: Could there be an MVNO that would want to run their own network by buying US Cellular? 10:36: Who else might be interested in buying US Cellular? Tags: tele...
Aug 07, 2023•14 min•Season 1Ep. 151
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:41: Q2 Earnings reports are out - what Verizon’s numbers tell us. 4:17: How did AT&T do? 5:10: T- Mobile continues to report very strong numbers. 6:58: What did Comcast and Charter do well and not so well? 9:42: The Wall Street Journal ran an article on the wireless industry’s use of lead in cables - how bad is this for the industry? Tags: telecom, telecommunications, business, wireless, cellul...
Jul 31, 2023•15 min•Season 1Ep. 150
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:25: The newest updates to streaming and the difference between paid, borrowed, and bundled. 1:55: How many streaming customers are sharing passwords and how that’s affecting each of the platforms. 3:24: Customers don’t seem to care for AppleTV. 5:07: ESPN+ does not make customers happy. 6:44: How the bundling strategy is affecting customer satisfaction and profitability. Tags: telecom, telecommunic...
Jul 24, 2023•9 min•Season 1Ep. 149
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:25: Fixed Wireless Access - an introduction. 1:55: The connection between mobile and FWA and why FWA is a threat to everyone. 6:03: What the model shows us about fallow capacity currently and into the future. 8:52: What the net promoter scores show in Don & Roger’s data. 13:58: How will cable providers fight back against FWA? Tags: telecom, telecommunications, business, wireless, cellular phone...
Jul 17, 2023•17 min•Season 1Ep. 148
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Roger and Don recently co-authored an article comparing the CEOs of the top three wireless companies - how are they comparing them? 2:00: An interesting find when comparing postpaid net-adds. 5:36: The difference in strategies between the companies. 6:24: What does the profitability data show? 9:13: What has increased QoQ? Here’s a link to the full article: https://www.fiercewireless.com/wirele...
Jul 10, 2023•13 min•Season 1Ep. 147
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: The latest update on the conflict between the airlines’ altimeters and C-Band deployment. 2:12: Is there actually a safety risk to airline customers? 3:51: Spectrum news from China regarding 5G & 6G - how does it compare to what the US is doing? 7:34: How the spectrum gets used is incredibly important. 8:53: How will China deal with the interference between WIFI and 5G/6G? Tags: telecom, te...
Jul 03, 2023•11 min•Season 1Ep. 146
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:28: Examining the different facets of Owner’s Economics. 3:35: The logic behind T-Mobile & Verizon implementing FWA. 5:44: What happens when the idle capacity has been used up? 6:59: Empty network Owner’s Economics. 10:09: Examining the MVNO business model. 12:10: What about the spectrum that the MVNOs have brought for their own usage? 13:51: How WIFI plays into the cable companies’ owner econo...
Jun 26, 2023•18 min•Season 1Ep. 145
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: DISH recently hit an important milestone. 1:55: VONR is difficult to set up - is DISH living up to its commitment to the government? 4:00: The problems DISH is facing with this buildout. 7:55: How the small carrier buyouts have changed - and looking closer at T-Mobile’s acquisition of Sprint. 9:30: DISH seems to have a distribution problem, could it become successful like Mint? 12:40: The allur...
Jun 19, 2023•17 min•Season 1Ep. 144
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Apple held the Worldwide Developer Conference and rolled out a new product - Apple Vision Pro - what is it? 3:52: Where this is likely heading in the future and possible use cases. 7:09: Where could this fit in with Mobile Edge computing and the like? 9:00: The information advantage that will be provided with this new technology. 10:01: What role could advertising play in this new AR environmen...
Jun 12, 2023•14 min•Season 1Ep. 143
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30: Roger is looking at survey results: Who are the happiest and unhappiest broadband customers in the U.S.? 4:43: Taking a look at some examples and analyzing the data. 7:21: Unexpected findings in relation to population density. 9:30: What does this data mean for BEAD money coverage? How do we plan to fix this? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular servic...
Jun 05, 2023•12 min•Season 1Ep. 142
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Former leaders of the FCC sent a letter to Congress about reinstating auction authority to the FCC again - the history behind this request. 3:01: Will this actually happen or not? How long could it possibly take? 4:54: Without spectrum auction authority, nothing new is happening in the foreseeable future - what’s happening in the interim. Tags: telecom, telecommunications, business, wireless, c...
May 29, 2023•9 min•Season 1Ep. 141
Analysts Brett Clark and Roger Entner discuss the latest news in telecom, media, and technology with special guest Bill Hogg, CEO of Gigapower. 0:34: Bill shares details about the Gigapower Joint Venture. 1:47: The markets they are targeting - why they are working on those markets. 3:04: The strategy they are using to test out their features. 5:31: Why have they chosen to become an open access provider? 8:04: When they expect to hit their subscriber goal and where they see their model heading. 1...
May 22, 2023•13 min•Season 1Ep. 140
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Roger just got back from Connect(X) and he shares how it went. 1:10: Roger hosted a panel on Convergence. 4:07: Nicki Palmer announced her departure from Verizon the day before the Expo. 5:34: Dave Mayo made an announcement about Dishes’ buildout schedule. 6:08: How did Boost do in Q1 compared to what Roger & Don predicted? 8:57: Gigapower deal closed - what led up to this major announcemen...
May 15, 2023•15 min•Season 1Ep. 139
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: What the earnings report for U.S. Cellular looked like for Q1. 1:12: Altice and Frontier also reported for Q1. 2:08: Everything gets better with speed 3:55: What the new handset data shows. 5:34: The role brand perception plays in customer satisfaction. 6:08: DISH was hacked and had a long outage - how that will likely affect their numbers when they finally report their Q1 earnings and how they...
May 08, 2023•12 min•Season 1Ep. 138
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Earnings reports are out - what do Verizon’s numbers show for Q1? 6:02: A rundown of how T-Mobile did in Q1. 7:27: What Charter and Comcast’s numbers show. 10:27: The “Technological Gap Year” for 2023 and what could happen as BEAD money hits. 13:11: What this could all mean in Q2. 14:44: Does T-Mobile have too many plan choices? 17:30: What the competitive response should be to T-Mobile’s plans...
May 01, 2023•21 min•Season 1Ep. 137
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: AT&T released its earnings report for Q1 - what did the numbers reveal? 3:30: How AT&T could have improved their presentation. 7:30: T-Mobile released an Uncarrier announcement. 9:07: The truth about subsidies and how phones are paid for. 14:59: Current pricing realities that the carriers face and a comparison of the different offerings. 20:37: A new leader at Dish Tags: telecom, teleco...
Apr 24, 2023•22 min•Season 1Ep. 136
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Don attended the opening of Verizon’s new Innovation Center in San Francisco. 3:00: The interesting connection between the military and its applications for spectrum and cellular tech. 4:43: How Dreamworks is leveraging 5G 6:40: Use cases for private networks. 9:00: What the center is designed to do and what are the practical applications of these innovations? Tags: telecom, telecommunications,...
Apr 17, 2023•12 min•Season 1Ep. 135
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:35: Verizon shared an update on their C-Band progress. 1:41: The difference between mid and low-band 5G. 4:18: What does the research on the FCC maps reveal and what questions does it raise? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, C-Band, T-Mobile, 5G, FWA, fixed wireless access, millimeter wave, F...
Apr 10, 2023•12 min•Season 1Ep. 134
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Roger moderated several panels at the inaugural Connected America Conference - what did he learn while he was there? 2:48: Some of the interesting topics that were brought up at the conference. 3:55: The true scope of the needs surrounding creating connectivity. 6:59: The show participants’ views on funding and BEAD. Tags: telecom, telecommunications, business, wireless, cellular phone, cellula...
Apr 03, 2023•9 min•Season 1Ep. 133
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:32: News from the business press in Germany about a contract between Deutsche Telekom and Huawei 2:22: Discussions on how to remove Huawei from networks in Europe 3:48: What this timing means for Deutsche Telekom taking a controlling interest in T-Mobile USA 6:40: How have DT and Huawei responded to the allegations? What comes next?
Mar 27, 2023•8 min•Season 1Ep. 132
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Mint Mobile has just announced their sale. 3:04: Competition for the wholesale market - what’s going on there? 4:14: Mint was unique in the market, but is its value really that great? 6:45: What Recon’s data collected on Mint says about customer satisfaction. 10:45: What is the long term outlook for MVNOs? 13:25: What Mint has done well to attract a buyer. Tags: telecom, telecommunications, bus...
Mar 20, 2023•16 min•Season 1Ep. 131
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: A recent analysis of ARPA and ARPU has revealed some interesting things over the last few years. 2:18: What did Roger learn when he compared ARPA between Verizon and T-Mobile? 3:42: What Roger saw when he compared ARPU. 4:46: T-Mobile’s success with its Magenta Max plan. 6:08: How Verizon compares to T-Mobile and AT&T. 8:07: Who do consumers say is the best value for price? 10:28: What Germ...
Mar 13, 2023•15 min•Season 1Ep. 130
