This Week: Q1 Earnings Recap and Looming Tariffs

The Week with Roger

Apr 28, 2025•18 min•Season 1Ep. 241

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Episode description

Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.

00:23 Economic headwinds affect Q1 overall

03:16 Verizon Q1 overview

04:32 Free lines are affecting the numbers

06:40 Prepaid growth should not be ignored

07:34 Verizon adjusts reporting on SafeLink and insurance metrics

09:38 T-Mobile shakes up prices

10:39 AT&T Q1 overview

13:32 T-Mobile Q1 overview

15:06 Cable Q1 overview

16:59 Tariffs won't be felt just yet

17:53 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs

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