This Week: Takeaways from the Latest Telecom Investor Conferences - podcast episode cover

This Week: Takeaways from the Latest Telecom Investor Conferences

Jun 02, 202515 minSeason 1Ep. 246
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Episode description

Analysts Don Kellogg and Roger Entner discuss insights gleaned from the most recent round of investor conferences hosted by the leaders in telecom.

00:25 AT&T COO speaks about guarantees

01:40 AT&T's slow path to 5G

04:19 AT&T Business segment seeing improvement

05:24 Verizon CRO talks cable

06:07 FWA & cable

09:07 Sampath on churn and overall strategy

12:10 Prepaid is an industry bright spot

14:21 Verizon's convergence numbers

14:54 Episode wrap-up


Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, investor conferences, AT&T, Jeff McElfresh, J.P. Morgan, guarantee, 5G, FWA, Verizon, Frank Boulben, cable, Sowmyanarayan Sampath, fiber, DOCSIS 4.0, Comcast, churn, Frontier, convergence, Dennis Strigl, Lifeline, ACP


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