Analysts Don Kellogg and Roger Entner share insights from Recon’s new Super Owner Economics report as Comcast and Charter look to reshape the wireless industry through CBRS deployment.

00:00 Episode intro

00:25 Comcast and Charter build out CBRS networks

02:57 Implications for Verizon and other MSOs

04:59 Cable's strategy and service bundling

06:41 FWA vs. fiber

07:51 Charter's approach to customers

08:48 Exploding prices are still around

10:35 Consumer satisfaction insights

11:51 Christmas episode teaser and episode wrap-up

Super Owner Economics: Charter & Comcast's Network Jiu-Jitsu - Digital Product Reports

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable, Charter, Comcast, spectrum, CBRS, network, AT&T, T-Mobile, rural, Verizon, bundling, FWA, fiber, DOCSIS 4.0, pricing, NPS, Spectrum Mobile

Analysts Don Kellogg and Roger Entner break down the satellite market’s shift toward three dominant players, as well as the complex mix of big personalities and government regulation shaping it.

00:00 Episode intro

00:25 The state of satellite and Starlink alternatives

03:01 Amazon Leo's status

03:40 The rise of the three-player market

04:18 Backstopping BEAD and rural access

06:27 Direct to Consumer questions remain

08:19 Shadows of Charlie Ergen

08:55 Episode wrap-up

The “Starlink’s Victory, Amazon’s Sprint and GEOs crashing: The divergent realities of Satellite Broadband” is available at:

https://www.reconanalytics.com/products/2027-november-satellite-report-vf/

Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing: The Divergent Realities Satellite Broadband - Digital Product Reports

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, satellite, Starlink, BEAD, Amazon, Leo, AST, AT&T, Verizon, Elon Musk, FCC, DoD, Golden Dome, rural, T-Mobile, B2C, spectrum, 5G, Charlie Ergen

Analysts Don Kellogg and Roger Entner examine the FCC’s forthcoming C-band spectrum auction and its broader implications for both the wireless and satellite sectors.

00:00 Episode intro

00:30 Spectrum auction news and analysis

02:18 Who will be the likely bidders?

03:09 Uses for unlicensed spectrum

04:54 Increased competition in broadband

07:08 How much is the spectrum worth?

08:52 Christmas episode update and episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, C-band, FCC, auction, Dish, Elon Musk, unlicensed, FWA, Wi-Fi, BEAD, satellite, rural, Amazon, Leo, Starlink, fiber, Verizon

Analysts Don Kellogg and Roger Entner share insights from T-Mobile’s recent Switching Made Easy event in Las Vegas and explore how the Un-carrier’s bold strategies could shake up the industry in the new year.

00:00 Episode intro

00:36 T-Mobile's Switching Made Easy event overview

03:17 Utilizing apps to simplify switching

05:17 Carrier switching pain points

07:24 Including devices in the process

09:46 Upselling and device insurance

13:53 How will the competition respond?

15:29 Ongoing research insights

17:36 2026 industry outlook

18:00 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Un-carrier, switching, Srini Gopalan, Verizon, Dan Schulman, Comcast, Dennis Strigl, T-Life, devices, DoorDash, retail, insurance, Charter, gross adds, research, net adds, 2026

Analysts Don Kellogg and Roger Entner discuss the growing expectations of Verizon layoffs, what a potential restructuring could mean for carrier retail, and why 2026 may be a make-or-break year for the wireless industry.

00:00 Episode intro

00:25 Verizon layoffs overview

02:07 Why Q4 matters

04:13 Carrier cost-cutting and retail evolution

06:17 Layoffs were not a surprise

06:39 2026 will be pivotal for wireless

07:01 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, layoffs, Dan Schulman, net adds, T-Mobile, gross adds, retail, 2026

Analysts Don Kellogg and Roger Entner discuss Dish’s Q3 earnings, its sale of spectrum to SpaceX, and T-Mobile’s new Text-to-911 offer that's free to all.

00:00 Episode intro

00:26 Dish Q3 earnings overview

01:22 AWS-3 sold to SpaceX

03:03 How will Elon use the spectrum?

04:00 T-Mobile offers free emergency 911 texting

04:56 Dead zones are dying

06:52 Charlie Ergen's impressive legacy

08:38 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, Charlie Ergen, Elon Musk, AWS-3, spectrum, SpaceX, Boost, Verizon, rural, T-Mobile, John Legere, satellite, Starlink, AT&T

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into 2026.

00:00 Episode intro

00:25 Verizon earnings overview

02:25 Cable stops raising prices on fewer customers

04:53 How should Verizon use its network?

07:31 Youth-centric plans to attract customers

09:04 Comcast and Charter earnings overview

10:18 2026 industry predictions

12:46 Can T-Mobile overtake Verizon?

14:07 Comcast is poised for change

16:13 Cable vs. wireless in 2026

16:56 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Verizon, Comcast, Charter, Dan Schulman, T-Mobile, AT&T, FWA, Dennis Strigl, network, 5G, cable, Srini Gopalan, Mike Sievert, John Legere, fiber

Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders.

00:00 Episode intro

00:25 AT&T Q3 overview

02:59 Convergence as a key strategy

04:35 T-Mobile Q3 overview

05:27 Price increases and free lines

07:35 AT&T CapEx and rural strategy

09:02 T-Mobile's network leadership

09:27 AT&T and Verizon's new ad campaigns

11:26 Which metrics are trustworthy?

13:38 Networks are meeting customer needs

15:38 Verizon Q3 predictions and episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, convergence, fiber, Frontier, spectrum, T-Mobile, cable, FWA, ARPA, network, satellite, Starlink, Verizon, Comcast, Nielsen, churn, Ookla

Analysts

Don Kellogg and Roger Entner discuss Verizon’s appointment of Dan Schulman

as  its new CEO, exploring what his leadership could mean for both the company and its competition.

00:00 Episode intro

00:39 Dan Schulman as new Verizon CEO

03:16 Schulman's experience aligns with Verizon's strengths

06:44 Pricing and customer service predictions

08:40 Building upon Verizon's corporate legacy

09:45 Competing in a crowded telecom industry

11:27 Recon's future insights and episode wrap-up

Tags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, Verizon, Dan Schulman, Sampath, Priceline, PayPal,

myPlan, AI, customer service, T-Mobile, AT&T, Frontier, cable, Mint, FWA,

convergence

Analysts Don Kellogg and Daryl Schoolar discuss the recent ZTE Global Summit & User Congress, including insights on the practical use of AI, 6G development, and global network standardization.

00:00 Episode intro

00:27 ZTE event overview

01:40 Current and future AI network applications

05:44 How much AI is too much?

06:13 The state of the international market

07:56 Operators need the “next big thing”

09:01 ZTE's Pre6G prototype and 6G development

11:38 Prognosis for global network standardization

13:37 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Daryl Schoolar, ZTE, AI, network, automation, LLMs, microloans, gaming, video, China, 5G, slicing, private networks, B2B, 6G, hardware