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 ...
May 06, 2024•10 min•Season 1Ep. 190
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 1...
Apr 29, 2024•22 min•Season 1Ep. 189
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, Fixe...
Apr 22, 2024•13 min•Season 1Ep. 188
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-M...
Apr 15, 2024•17 min•Season 1Ep. 187
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 En...
Apr 08, 2024•13 min•Season 1Ep. 186
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-...
Apr 01, 2024•9 min•Season 1Ep. 185
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:...
Mar 25, 2024•21 min•Season 1Ep. 184
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, pre...
Mar 17, 2024•11 min•Season 1Ep. 183
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, ...
Mar 11, 2024•14 min•Season 1Ep. 182
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...
Mar 03, 2024•13 min•Season 1Ep. 181
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 Entne...
Feb 25, 2024•15 min•Season 1Ep. 180
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 ...
Feb 19, 2024•13 min•Season 1Ep. 179
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 minima...
Feb 12, 2024•13 min•Season 1Ep. 178
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 s...
Feb 05, 2024•24 min•Season 1Ep. 177
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...
Jan 28, 2024•12 min•Season 1Ep. 176
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...
Jan 22, 2024•10 min•Season 1Ep. 175
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, Foldabl...
Jan 15, 2024•13 min•Season 1Ep. 174
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:35 MaxLinear debuts DOCSIS 4.0 chipset 1:38 Consumer applications for super high speeds 3:09 T-Mobile’s 6 carrier aggregation 4:28 - What is carrier aggregation and what are its use cases? Relevant Articles: T-Mobile News: https://www.t-mobile.com/news/network/t-mobile-deliversanother-worlds-first-with-6-carrier-aggregation MaxLinear News: https://www.lightreading.com/cable-technology/maxlineartout...
Jan 08, 2024•8 min•Season 1Ep. 173
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 1:00 Convergence is real, and it's great for customers 6:20 Fixed Wireless Access is the 5G killer app 7:00 The shift to premium wireless plans 11:35 Industry-wide churn at record lows - people are happy 13:00 Postpaid grows at the expense of prepaid Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Fixed Wireless Access, FWA, Net Promoter Scor...
Jan 01, 2024•16 min•Season 1Ep. 172
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Denny Strigl, retired president and CEO of Verizon wireless. 1:00 How to be a disruptor as a leader rather than as an insurgent 2:50 The Verizon Wireless credo 4:00 Culture is the lifeblood of an organization 5:00 Translating the credo to action 7:15 Building a deep bench with a decentralized organization 8:00 The key to dealing with failure 10:15 Competing fiercely with competitors...
Dec 25, 2023•26 min•Season 1Ep. 171
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 Roger recently presented at the New Street Research / BCG Future series conference- what the Recon Analytics data says about Net Promoter Score 4:30 What the industry has learned with FWA 7:00 The relationship between ARPU and NPS 14:00 Verizon FWA has separated from the rest of the industry in the last several months Tags: telecom, telecommunications, business, wireless, cellular phone, Don Kel...
Dec 18, 2023•16 min•Season 1Ep. 170
Analysts Roger Entner, Daryl Schoolar and Brett Clark discuss the latest news in telecom, media, and technology with special guest Bejoy Pankajakshan, Chief Technology and Strategy Officer at Mavenir. 1:00 Key themes and takeaways from the 2023 Mavenir industry analyst day 5:45 Where AI ties in for OpenRAN 7:30 The scope of Mavenir’s offerings within the CSP ecosystem 12:45 Looking at the year ahead for OpenRAN and Mavenir Tags: telecom, telecommunications, business, wireless, cellular phone, Op...
Dec 11, 2023•20 min•Season 1Ep. 169
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 The Whitehouse announces new spectrum policy, but where is the beef? 5:00 The economic benefits of licensed and unlicensed spectrum Tags: telecom, telecommunications, wireless, cellular phone, wireless spectrum, FCC, whitehouse, Recon Analytics, Don Kellogg, Roger Entner, MVNO
Dec 04, 2023•7 min•Season 1Ep. 168
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:45 Reintroduction of Net Neutrality rules 2:45 Recent history of FCC implementing Net Neutrality 6:30 Regulations on ISPs and Operators vs Tech companies 8:15 Greater threats to free and open internet 11:20 Impact on Network Operators
Nov 27, 2023•15 min•Season 1Ep. 167
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nico Girard, CEO of OXIO 0:45 What is Oxio and how is it different? 3:05 How Oxio got started 4:30 How Oxio delivers advanced services for MobileX 8:00 How can Oxio help invigorate the MVNO market and extend telephony services across borders 12:00 How Oxio creates a custom telecom service for a ride hailing service in LATAM Tags: telecom, telecommunications, business, wireless, cell...
Nov 20, 2023•13 min•Season 1Ep. 166
Analysts Daryl Schoolar and Roger Entner discuss the latest news in telecom, media, and technology with special guest Alok Shah Vice President, Networks Strategy, BD, & Marketing at Samsung Electronics America. 1:25 Samsung’s approach to OpenRAN and VRAN 4:00 OpenRAN vs VRAN and how are operators choosing between the two 7:30 Samsung’s view on what constitutes OpenRAN 12:00 Outlook for In-line vs Look-aside architectures Tags: telecom, telecommunications, business, wireless, cellular phone, ...
Nov 13, 2023•15 min•Season 1Ep. 165
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:24 - Altice releases information about how much of their free mobile customers are converting to paid plans 6:00 FWA a discussion of FWA bundling versus cable bundling 8:45 Verizon names a new CFO Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FWA, Cable, Altice USA, Comcast, Charter, Spectrum Xfinity, Verizon, AT...
Nov 05, 2023•10 min•Season 1Ep. 164
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:40 An overview of AT&T’s earnings 3:25 Roger’s article on who is winning on iPhone 15 so far https://www.fiercewireless.com/wireless/whos-leading-iphone-upgrade-game-entner 7:15 Verizon’s Q3 ‘23 earnings 10:37 Discussion on Verizon’s prepaid strategy & MobileX MobileX endcap - courtesy of Jeff Moore of Wave 7 @wave7jeff https://twitter.com/wave7jeff/status/1716861085817426203 12:35 T-Mobile...
Oct 30, 2023•21 min•Season 1Ep. 163
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Joe Russo, EVP and President of Global Networks & Technology at Verizon. 0:45 An update on the state of the Verizon network 1:40 Verizon’s network gets high grades on the Recon Analytics Pulse tool- particularly for FWA and mobility in urban areas. What is the timeline to expand C-band and mmWave to more rural and suburban areas? 3:30 What are Verizon’s plans for building out mo...
Oct 23, 2023•15 min•Season 1Ep. 162
Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week Roger and Don are joined by the Recon Analytics team, live from the 5G Americas analyst forum: Brett Clark, Mitch Klaassen, Jake Hawkridge and Jared Chavez. Peter Linder of Ericsson also joined the podcast to talk about what he saw at the event. 0:45 5G Americas is the premier analyst event in the Americas 4:50 Fixed Wireless Access and the Enterprise 7:20 5G use cases beyond FWA and connec...
Oct 16, 2023•14 min•Season 1Ep. 161
