Analysts Don Kellogg and Roger Entner discuss the pending sale of EchoStar's spectrum assets, who stands to benefit, and the role of regulators in shaping the market.

*Note: This episode was recorded 9/5/2025 before the SpaceX acquisition of EchoStar's spectrum assets on 9/8/2025.

00:00 Episode intro

00:25 The sale of AWS-4

02:03 Who will buy AWS-3 and 700 MHz?

03:54 Dish's path forward depends on regulators

05:30 Fourth-largest operators traditionally struggle

07:54 MMOs vs. MVNOs

08:39 A failing venture can be a success

10:28 Will spectrum go to good use?

10:49 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, AT&T, AWS-4, Elon Musk, Charlie Ergen, Starlink, FCC, AWS-3, 700 MHz, Verizon, spectrum, T-Mobile, satellite, MVNO, Peter Adderton, Rakuten, network, MMO

Analysts Don Kellogg, Roger Entner, and Daryl Schoolar discuss the recent event at the T-Mobile Executive Briefing Center and Innovation Center in Bellevue, WA, highlighting the company's evolving business strategies and innovative technology applications.

00:00 Episode intro

00:29 EBC first impressions and company strategy

03:10 Effectiveness of the EBC

04:03 Catering to the relationship aspect of sales

05:33 T-Mobile's technology advantages

08:42 T-Mobile events are well-rounded

11:00 Slicing and private networks

14:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, T-Mobile, L4S, 5G Advanced, slicing, 5G Standalone, Verizon, AT&T, satellite, T-Priority, gaming, private networks

Analysts Don Kellogg and Roger Entner are joined by Angela Rittgers, President of AT&T Prepaid and Cricket Wireless, to discuss Cricket’s operations, recent updates, growth plans, and the increasingly blurred lines between prepaid and postpaid.

00:00 Episode intro

00:26 Angela's move to Cricket

03:00 Cricket's approach to wireless

05:00 Atlanta's impact on Cricket

05:45 Cricket's new plans focus on unlimited data and hotspots

07:39 Prepaid and postpaid are blending

11:45 Cricket's plan for growth

12:28 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Angela Rittgers, AT&T, Cricket, Boost, Virgin Mobile, John Dwyer, Atlanta, plans, data, hotspots, multiline, devices, value, network, churn

Analysts Don Kellogg and Roger Entner discuss the launch of Deutsche Telekom’s new AI-powered T Phone, as well as the evolution of various AI models and their massive looming impact on mobile carriers.

00:00 Episode intro

00:37 Deutsche Telekom launches new Android AI phone

02:03 Perplexity's strategy to integrate with phones

03:12 How are search habits changing?

04:41 Copilot as a competitor

05:26 T Phone represents the future even to US carriers

07:19 Apple Intelligence has held carriers back

07:54 AI continues to advance rapidly

09:05 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AI, Deutsche Telekom, T Phone, Perplexity, Comet, Chrome, Microsoft, Edge, Copilot, AT&T, Verizon, T-Mobile, Google One, Apple Intelligence, ChatGPT, Claude

Analysts Don Kellogg and Roger Entner are joined by Jenifer Robertson, Executive Vice President & General Manager of Mass Markets at AT&T, to discuss the company's recent successes driven by its customer-centric initiatives.

00:00 Episode intro

00:24 AT&T's Guarantee has led to satisfaction

03:33 Churn is at low levels

04:32 Best deals for everyone rewards existing customers

07:08 AT&T Turbo and Internet Air

08:31 Leadership changes spurred technological investment

11:26 Fiber has proven reliable

13:21 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jenifer Robertson, AT&T, guarantee, network, AI, churn, FWA, convergence, AT&T Turbo, AT&T Internet Air, fiber, reliability

Ep. 255

Analysts Jake Hawkridge and Roger Entner discuss the remaining Q3 earnings from cable giants Charter and Comcast.

00:00 Episode intro

00:55 Charter earnings overview

03:49 Cable's subscriber issues

05:27 Comcast earnings overview

06:17 Streaming is flat overall

08:41 Comcast's pricing remains problematic

10:15 Business customers are disappearing

13:11 Fiber as a potential vacation home solution

13:44 Episode wrap-up

Tags:

telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Jake Hawkridge, Roger Entner, Charter, Comcast, Cox, earnings, net adds, FWA, fiber, cable, RDOF, T-Mobile, NPS, Verizon, churn, Peacock, streaming, AT&T

Analysts Jake Hawkridge and Roger Entner discuss the new deal between Comcast, Charter, and T-Mobile, as well as Q2 earnings from the big players in telecom.

00:31 Comcast and T-Mobile deal

04:59 Verizon Q2 overview

07:26 AT&T Q2 overview

09:42 T-Mobile Q2 overview

12:26 Rising churn and Q2 earnings summary

14:22 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Jake Hawkridge, Roger Entner, Verizon, AT&T, T-Mobile, earnings, Comcast, Charter, cable, MVNO, net adds, churn, Project 624, devices, FirstNet, fiber, FWA, Hispanic market

Analysts Don Kellogg and Roger Entner discuss troubles at Boost and how the big personalities at EchoStar might deal with them, plus news about Recon Analytics' device data collection and future projects.

00:24 Boost is in trouble

03:22 Funding and vision are needed

05:54 Don's new articles on Trump Mobile and foldable devices

07:26 Recon's advanced device data to be released

11:25 Additional announcements and plans

12:11 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Boost, Charlie Ergen, Peter Adderton, Dish, EchoStar, Verizon, MVNO, Light Reading, Trump Mobile, foldable, devices

Analysts Don Kellogg and Roger Entner discuss the decline and fall of US Cellular, the future of its assets, as well as Recon Analytics' extensive data collection on rural telco consolidation.

00:26 DOJ greenlights US Cellular sale

02:10 The company avoided major competition

03:55 A piecemeal sale of its assets

05:57 Regional carriers are waning

07:06 Recon Analytics' rural data project

11:31 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, US Cellular, AT&T, Verizon, T-Mobile, spectrum, rural, FCC, DOJ, C Spire, copper, fiber, Frontier, NPS

Analysts Don Kellogg and Roger Entner are joined by Eric Watko, CEO of BroadbandOne, to discuss the company's innovative network solutions that are reaching a diverse range of customers all across the nation.

00:24 BroadbandOne company profile

03:30 Current and future market operations

04:50 Customer base overview

06:10 Current speeds and use cases

08:16 Unlicensed spectrum use

09:10 Millimeter wave reasoning and hardware configurations

14:20 Meeting different market needs

15:15 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Eric Watko, BroadbandOne, FWA, internet, fiber, spectrum, WISP, MSP, SD-RAN, mmWave, LMDS, MDU