This Week: Verizon Q3 Earnings, Sell Side Analyst Day
Oct 28, 2024•16 min•Season 1Ep. 215
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 discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.
00:25 Verizon's Q3 breakdown
01:20 The metrics that truly matter
03:23 Investor Day fiber discussion
05:33 Investor Day FWA discussion
09:18 What's behind bundling?
10:38 Verizon's strategy vs. AT&T and T-Mobile
15:13 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light
For the best experience, listen in Metacast app for iOS or Android