Analysts Don Kellogg and Roger Entner discuss insights gleaned from the most recent round of investor conferences hosted by the leaders in telecom.

00:25 AT&T COO speaks about guarantees

01:40 AT&T's slow path to 5G

04:19 AT&T Business segment seeing improvement

05:24 Verizon CRO talks cable

06:07 FWA & cable

09:07 Sampath on churn and overall strategy

12:10 Prepaid is an industry bright spot

14:21 Verizon's convergence numbers

14:54 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, investor conferences, AT&T, Jeff McElfresh, J.P. Morgan, guarantee, 5G, FWA, Verizon, Frank Boulben, cable, Sowmyanarayan Sampath, fiber, DOCSIS 4.0, Comcast, churn, Frontier, convergence, Dennis Strigl, Lifeline, ACP

Analysts Don Kellogg and Roger Entner are joined by Jim Patterson, CEO of CellSite Solutions, to discuss the company's current infrastructure support business as well as recent prominent mergers and acquisitions in the telecom industry.

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00:26 Jim's career background

03:22 CellSite's current operations

07:39 Charter and Cox merger discussion

12:44 AT&T's Lumen acquisition discussion

16:18 Merger implications for Gigapower

17:48 Merger implications for fiber

18:55 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jim Patterson, CellSite Solutions, data centers, sustainability, merger, M&A, Charter, Cox, cable, AT&T, Lumen, Verizon, T-Mobile, divestiture, fiber, Dycom, Gigapower, BEAD

Analysts Don Kellogg and Roger Entner discuss the new administration's spectrum policy, as well as the details behind Charter's pending purchase of Cox.

00:24 Spectrum pipeline proposal may restore FCC authority

04:08 Broadband competition should also benefit

04:56 SpaceX and Dish differ over spectrum use

06:20 Charter's purchase of Cox to shake up cable

09:10 What's in a name?

09:55 Predictions for the new entity

11:54 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, FCC, 5G, 6G, FWA, SpaceX, Dish, AWS-4, Charter, Cox, cable, Liberty, John Malone, Chris Winfrey, Comcast, Altice

Analysts Don Kellogg and Roger Entner discuss the current state of the economy and what it means for wireless and the broader telecom industry.

00:24 The current economic situation for wireless

03:47 U.S. vs. European network comparison

06:12 Prepaid may benefit from a recession

10:30 Recessions mainly affect lower income earners

11:56 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, recession, MSO, MobileX, cable, Verizon, inflation, Europe, network, ARPU, net adds, MetroPCS, Lifeline

Analysts Don Kellogg and Roger Entner discuss the features and potential follies of T-Mobile's three new price plans.

00:26 T-Mobile's new plans step back from its Un-carrier ethos

04:00 The plans do have some benefits

05:12 Finances are still sound

05:53 Network comes at the expense of value

06:59 A particularly bad time to raise prices?

10:11 Free upgrades aren't exactly free

11:27 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Un-carrier, taxes, 5G, AT&T, Verizon, data, 4K, satellite, network, value, price, churn, upgrades

Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.

00:23 Economic headwinds affect Q1 overall

03:16 Verizon Q1 overview

04:32 Free lines are affecting the numbers

06:40 Prepaid growth should not be ignored

07:34 Verizon adjusts reporting on SafeLink and insurance metrics

09:38 T-Mobile shakes up prices

10:39 AT&T Q1 overview

13:32 T-Mobile Q1 overview

15:06 Cable Q1 overview

16:59 Tariffs won't be felt just yet

17:53 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs

Analysts Don Kellogg and Roger Entner discuss encouraging developments at Comcast that are likely to benefit internet users, along with Starlink’s evolving role in the broadband market.

00:25 Comcast announces new price plans and guarantee

05:26 Competition is driving service improvements

07:04 Contracts are unnecessary with quality products

07:37 Guarantees are now commonplace

10:41 Use cases for Starlink

13:10 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Comcast, Xfinity, internet, cable, data caps, router, contracts, guarantee, fiber, FWA, Starlink, customer service, Charter, AT&T, Verizon, Fios, Chris Winfrey, MSO, Elon Musk, BEAD

Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.

00:53 Verizon's new guarantees may not be enough

3:00 Slowing growth indicates recession

05:16 Tariff implications for smartphones and carriers

10:36 Average Americans are under financial pressure

13:04 Uncertainty is bad for manufacturing and investing

14:55 Nevertheless, telecom remains largely recession-proof

17:13 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers

Analysts Don Kellogg and Roger Entner are joined by Cory Davis, Vice President of

Verizon Frontline, for a discussion on the company's ongoing commitment to

public safety as well as innovative advancements on the horizon.

00:24 Verizon Frontline overview

01:44 5G network redundancy and reliability

02:59 Verizon Frontline's Crisis Response Team

03:36 Growth and innovation in the first responder market

05:18 A purpose-built network

07:19 Deployables for crises

08:53 Recent use cases and future improvements

11:15 Verizon's Frontline-Verified program for manufacturers

12:36 Episode wrap-up

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

Kellogg, Roger Entner, Cory Davis, Verizon, Verizon Frontline, public safety,

first responders, 5G, network, capacity, data, crisis, THOR, fiber,

deployables, DoD, Frontline-Verified

Analysts Don Kellogg and Roger Entner are joined by Corey Davis, Vice President of

Verizon Frontline, for a discussion on the company's ongoing commitment to

public safety as well as innovative advancements on the horizon.

00:24 Verizon Frontline overview

01:44 5G network redundancy and reliability

02:59 Verizon Frontline's Crisis Response Team

03:36 Growth and innovation in the first responder market

05:18 A purpose-built network

07:19 Deployables for crises

08:53 Recent use cases and future improvements

11:15 Verizon's Frontline-Verified program for manufacturers

12:36 Episode wrap-up

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

Kellogg, Roger Entner, Corey Davis, Verizon, Verizon Frontline, public safety,

first responders, 5G, network, capacity, data, crisis, THOR, fiber,

deployables, DoD, Frontline-Verified