This Week: Earnings Season Wrap Up- T-Mobile, AT&T, Charter and Comcast
Episode description
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 Wireless carriers are frustrated about the price of their stock
12:15 Verizon is preparing for a massive ramp in their wireless broadband subscribers
12:45 Increased broadband competition in rural areas is coming
17:01 Roger's top-line predictions for Q4
18:40 The impact of supply chain on Q4
24:40 T-Mobile has been tracking network perception… but why won't they say who the leader in
network perception is?
Tags: #5G #Verizonwireless #ATTwireless #TMobile #Comcast #Charter #Broadband #Fiber #SupplyChain #QuarterlyEarnings #DonKellogg #RogerEntner