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Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended.
00:10 Don and Roger are live in San Francisco
00:30 Roger's thoughts on the event
02:40 Cash flow projections and German involvement
04:02 Fiber growth projections
5:10 Guest speakers and AI
07:12 T-Mobile's overall message
08:17 Network speed and satisfaction
11:11 Network slicing and government contracts
14:10 FWA improvements and cable implications
15:23 T-Mobile's vision and industry roles
17:02 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, SMRA, FWA, Verizon, Lumos, Metronet, US Cellular, Deutsche Telekom, fiber, Sam Altman, Jensen Huang, OpenAI, Nvidia, AI-RAN, Ericsson, Nokia, 5G, 6G, Ulf Ewaldsson, network speed, AR, network slicing, AT&T, FirstNet, first responders, cable, Charter, Chris Winfrey, Mike Sievert, Denny Strigl
Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users.
00:24 AST's latest launch and satellite communication capabilities
02:54 Emergency and first responder applications
04:25 All phone users should benefit
05:02 Limitations of satellite communication
06:45 Spectrum usage & coverage gap reduction
07:29 Device operation
08:29 Satellite density will determine overall capacity
09:32 Availability timeline 10:15 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Chris Sambar, JR Wilson, John Wojewoda, AT&T, AST, satellites, BlueWalker 3, emergency communication, SOS, first responder, FirstNet, Abel Avellan, spectrum, densification, data
Analysts
Don Kellogg and Roger Entner are joined by Srinivasa Kalapala, SVP of Technology and Product Development at Verizon, to discuss the exciting developments in satellite technology that will soon be available to the average user.
00:25 Verizon's partnership with Skylo for emergency satellite communication
02:30 Possible expansion from emergency use and limitations
06:14 Verizon's satellite strategy
07:50 Verizon's partnership with AST
08:43 Consumers favor mobile operators for satellite
11:12 Satellites should close remaining coverage gaps
12:01 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Srinivasa Kalapala, Verizon, Skylo, satellite, SOS, Google Pixel, Samsung Galaxy, L band, spectrum, Project Kuiper, broadband, AST
Analysts Don Kellogg and Roger Entner discuss the prepaid landscape, including the moves cable is currently making within the segment.
00:23 Prepaid deals show competition is alive and well
02:42 Prepaid as a transitional product
04:30 Who needs an unlimited plan?
06:43 Cable is taking advantage of plan shakeups
09:54 Cable & FWA
12:38 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Visible, Cricket, Mint, churn, MobileX, AT&T, Cricket, cable, Charter, FWA, DOCIS 4.0, net promoter scores, convergence, T-Mobile
Analysts Don Kellogg and Roger Entner examine the current state of Mint Mobile as well as where the company may be headed following its recent acquisition by T-Mobile.
00:24 Mint has been a success story overall
02:07 Mint's D2C model yields high satisfaction
04:23 Which consumers choose Mint?
05:39 Mint as a price and value leader
06:42 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mint, T-Mobile, Consumer Cellular, D2C, Total, Metro, Cricket
Analysts Don Kellogg and Roger Entner discuss earnings from three major companies, issues surrounding fold and flip phones, and some key executives departing the industry.
00:25 T-Mobile's earnings overview
01:12 T-Mobile and pricing parity with other carriers
05:34 T-Mobile's perception vs. reality
08:23 Dish is still struggling
11:14 Altice is persevering despite challenges
12:18 Google Pixel 9 Fold release controversy
14:24 Flip and fold phones have a major flaw
17:07 Executive turnover in the industry
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, T-Mobile, 5G, Dish, Altice, ACP, net adds, churn, parity, interest rates, fiber, Comcast, Charter, Google Pixel 9 Fold, AT&T Enterprise, Cricket, Stetson Doggett, Rick Welday, Melissa Arnoldi, John Dwyer
Analysts Don Kellogg and Roger Entner discuss who will win in the ongoing competition between cable and wireless.
00:23 Innovation in the telecom industry
04:59 Initial un-carrier disruptions
05:57 Recon Analytics data facilitates innovation
06:54 Cable has taken the lead at innovation
10:04 FWA looms large for cable
12:38 Cable's leadership is slow to take action
13:17 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable, wireless, innovation, Verizon, Dennis Strigl, iPhone, AT&T, T-Mobile, John Legere, Un-carrier, Charter, FWA, convergence, net promoter scores, DOCSIS 4.0, routers
Analysts Don Kellogg and Roger Entner examine insights gained regarding Starlink's operation and make predictions for its future as a service provider.
00:25 Survey results for Starlink
04:34 Starlink's router is top quality
05:28 Survey cNPS (net promoter) scores reveal a new hierarchy
09:24 Starlink's website and gaming performance
10:20 Starlink's value for price
11:02 Comcast Business will offer Starlink to enterprise customers
12:31 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Starlink, cable, fiber, Verizon, DSL, FWA, router, AT&T, cNPS, net promoter scores, Comcast
Analysts Don Kellogg and Roger Entner break down Q2 earnings from Verizon, AT&T, Comcast, and Charter.
00:44 Verizon's Q2 earnings
03:09 AT&T's Q2 earnings
04:48 Comcast's Q2 earnings
05:53 Charter's Q2 earnings
07:40 Industry Q2 earnings overview
08:30 Convergence is happening
08:57 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, earnings, Verizon, AT&T, Comcast, Charter, FWA,
fiber, net adds, ACP, churn, convergence
Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may require
carriers to unlock devices much sooner rather than later.
00:25 FCC plan details and carrier implications
03:11 Most people don't understand unlocking
03:44 Why are devices locked anyway?
06:03 Predictions if implemented
07:26 Carriers differ greatly on the issue
10:22 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, FCC, unlocking, spectrum, D Block, Google, Verizon, net neutrality, Chevron deference, T-Mobile, Mint, AT&T, phone trafficking, subsidies, TracFone, Peter Adderton, MobileX
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