The Week with Roger

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon and T-Mobile, as well as the impact of Starlink and realignments for both rural markets and the cable industry.

00:00 Episode intro

00:28 Verizon Q3 overview

03:10 Starlink's implication on carriers

04:59 T-Mobile Q3 overview

06:41 T-Mobile's business segment growth

07:32 Cable as business segment competition

08:40 Cable's realignment and workforce issues

09:35 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, Dan Schulman, net adds, churn, Starlink, rural, Srini Gopalan, Chris Sambar, cable, AT&T, Comcast, Charter, Cox

Analysts Don Kellogg and Roger Entner analyze Q3 earnings from Starlink, AT&T, and Comcast, while evaluating AT&T's exit from Mexico and T-Mobile's strained partnership with Starlink.

00:00 Episode intro

00:54 Starlink Q3 overview and mobile aspirations

02:13 Starlink's timelines and market ceiling

04:42 AT&T Q3 overview

05:31 Starlink as AT&T's rival

06:06 AT&T's focus on fiber

06:58 Comcast Q3 overview

08:32 AT&T exits the Mexican market

10:51 Petition for T-Mobile to cut Starlink ties and spectrum issues

12:42 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Starlink, AT&T, Verizon, T-Mobile, Comcast, spectrum, satellite, convergence, Elon Musk, net adds, fiber, FWA, Internet Air, performance, Mexico, John Stankey, America Movil, Carlos Slim, Tracfone, Thaddeus Arroyo, T-Satellite

Analysts Don Kellogg and Roger Entner are joined by Ray Dolan, CEO of Cohere Technologies, to discuss what the 6G rollout will look like, the introduction of physical AI, and how existing telecom infrastructure can be repurposed for intelligent applications.

00:00 Episode intro

00:24 Development of modern voice systems

2:59 The “fat pipe” and TCP/IP

04:38 6G and future technologies

07:20 Coverage and architecture improvements

10:44 Scaling initiatives at Cohere

13:07 Developing Counter-UAS solutions

15:11 The shift from telecom to intelligence infrastructure

16:35 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Ray Dolan, Cohere, 4G, 5G, Bell Labs, Qualcomm, TCP/IP, 6G, reflectivity, radar, spectrum, robotics, physical AI, ISAC, AI, DSS, drones, C-UAS, intelligence

Analysts Don Kellogg and Roger Entner discuss the top weekly news stories in telecom, including an upcoming spectrum auction and its implications for satellite providers, as well as the latest developments and future direction of AI implementation.

00:00 Episode intro

00:25 New spectrum auction and implications

02:44 FCC is moving quickly

03:27 FCC approves more Starlink satellites

04:22 Deutsche Telekom's AI Investor Day and data center announcements

05:37 T-Mobile's AI implementation announcements

07:06 Live translation research and findings

08:02 Physical AI as the new frontier

09:14 Limits to AI advancements?

11:26 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FFC, auction, spectrum, Ligardo, Starlink, Elon Musk, Brendan Carr, Deutsche Telekom, satellite, AI, T-Mobile, Germany, data centers, customer service, T-Life, Srini Gopalan, live translation, physical AI, Planet Fitness, churn, prices

Analysts Don Kellogg and Roger Entner cover the top telecom news stories of the week, including key updates on satellite tech, recent lawsuit disclosures, industry affordability, and emerging device trends heading into 2027.

00:00 Episode intro

00:25 Joint satellite protocol venture appoints a leader

03:12 Deutsche Telekom lawsuit reveals industry trade secrets

05:50 T-Mobile's regulatory fee hikes and overall affordability

08:44 Key insights from the Toughbook anniversary and launch event in New York

10:16 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, satellite, Starlink, T-Mobile, AT&T, Verizon, Elon Musk, Tesla, Paul Roth, Deutsche Telekom, Handelsblatt, Sprint, John Legere, fees, affordability, prices, Dan Schulman, inflation, Panasonic, Toughbook, 5G, devices

Analysts Don Kellogg and Roger Entner are joined by Yago Tenorio, SVP and CTO at Verizon, to discuss the coming of 6G and the future of networks, as well as exciting real world use cases happening right now.

00:00 Episode intro

00:24 6G Innovation Forum overview

01:21 Lessons learned from 5G

03:59 What players are needed for 6G?

05:24 Actual test cases for 6G

07:34 Spectrum issues and ISAC

08:48 Future network infrastructure and monetization

12:44 6G Innovation Forum developments

13:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Yago Tenorio, Verizon, 6G, 5G, FWA, drones, crowd detection, AI, LLMs, wearables, ISAC, network, spectrum, Google, devices, data centers, latency

Analysts Don Kellogg and Roger Entner discuss the new iPhone Duo and its prospects vs. the Galaxy Z Fold8, as well as the various strides the cable industry is making despite increased competition.

00:00 Episode intro

00:43 iPhone Duo release breakdown

01:59 Apple vs. Samsung device surveys

03:19 Tactile importance when purchasing

04:26 Device insurance and pricing

05:31 Are cable valuations too negative?

07:17 Competition is increasing

08:20 Rising customer satisfaction overall

08:55 Cable pricing models

10:36 The “label tax” and “Wi-Fi tax”

13:03 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Apple, iPhone, Duo, Samsung, Z Fold8, financing, devices, Vision, Black Friday, retail, insurance, AI, cable, Elon Musk, Starlink, speed, FWA, fiber, rural, consolidation, DSL, prices, Verizon

Analysts Don Kellogg and Roger Entner are joined by Ed Evans, Chairman and CEO of Consumer Cellular, to speak about the company's unique strategy for serving seniors in wireless, its successful use of retail stores, and new and innovative product lines for this sometimes overlooked cohort.

00:00 Episode intro

00:26 Consumer Cellular's business model

04:28 Using retail stores effectively

07:07 Knowing the customer

08:24 Tailoring customer service

10:20 Building customer loyalty

10:52 Developing innovative products for seniors

14:14 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Ed Evans, Consumer Cellular, MVNO, seniors, data, customer service, NPS, retail, Target, Walmart, churn, Mint, GrandPad, retention, apps

Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product & Strategy Officer at Zayo, to discuss the rapid growth of AI hardware, Zayo’s strategy for capitalizing on the fiber infrastructure needed to support it, and what the next one to two years could bring for the industry.

00:00 Episode intro

00:24 Is AI in a bubble?

02:26 Orders for dark fiber

03:25 The shift from training to inference

04:50 400G and new fiber requirements

06:24 The technical ecosystem needed for operations

07:50 Rapidly accelerating hardware demands

11:18 AI as tech support

12:02 Zayo's unique business model

14:42 Predictions for the next 12 to 24 months

15:26 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Bill Long, Zayo, Sampath, AI, fiber, data centers, lit fiber, dark fiber, training, inference, 400G, cloud, Nvidia, ChatGPT, Verizon, AT&T, cable, enterprise

Analysts Don Kellogg and Roger Entner discuss the recent purchase of MobileX by Charlie Ergen-controlled CONX, as well as its implications for the players involved and for the broader MVNO and satellite markets as well.

00:00 Episode intro

00:25 Details of the acquisition

01:30 How MVNOs fit into the bigger picture

03:03 Implications for Starlink

04:04 Peter and Charlie's working relationship

05:23 Charlie Ergen's future operations

06:15 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, MVNO, MobileX, Peter Adderton, Charlie Ergen, Dish, EchoStar, Verizon, CONX, Boost Mobile, Elon Musk, Starlink, AT&T, convergence, MNO, spectrum