This Week: AT&T and Verizon Investor Day Recap

The Week with Roger

Mar 14, 2022•14 min•Season 1Ep. 79

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Episode description

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:29: AT&T just had their Investor Day - what the highlights were.

4:26: How Verizon surprised everyone at their recent Investor Day.

6:10: Verizon improved their revenue estimates.

7:17: How is the market defined these days?

9:22: Thoughts on where T-Mobile will sit after seeing AT&T and Verizon’s presentations.

11:21: T-Mobile now believes they are done with the churn from the Sprint merger.

12:05: Why Don is watching the fixed wireless aspect of the businesses.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, AT&T, DirecTV, investor day, fiber, Verizon, T-Mobile, mobile edge compute, MSO

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