This Week: The State of Broadband with Jonathan Chaplin - podcast episode cover

This Week: The State of Broadband with Jonathan Chaplin

May 13, 202431 minSeason 1Ep. 191
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.

00:55 Jonathan's take on broadband's recent decline

04:48 Roger's analysis of broadband

06:39 Jonathan's no-growth 2024 outlook

07:36 Roger's slightly optimistic 2024 outlook

09:04 Don's FWA predictions

10:49 Cable's culture is problematic

17:19 FWA's value vs. cable

21:08 T-Mobile's plan to buy parts of U.S. Cellular

24:10 What will happen to Dish's spectrum?

30:26 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jonathan Chaplin, New Street Research, broadband, cable, ACP, Charter, RDOF, BEAD, FWA, spectrum, DSL, T-Mobile, Verizon, DOCSIS 3.1, DOCSIS 4.0, NPS, Comcast, symmetrical service, U.S. Cellular, rural, Dish, AWS-3, FCC, Boost Infinite, AT&T

For the best experience, listen in Metacast app for iOS or Android