Analysts Don Kellogg and Jake Hawkridge discuss the recent Wireless Hall of Fame Induction Ceremony, highlighting the five new inductees, their career milestones, and how the industry has evolved.

00:00 Episode intro

00:26 Ceremony overview

01:22 The 2025 inductees

01:49 Ken Horowitz's career highlights

02:17 Jesse Russell's career highlights

03:09 Elizabeth Sachs's career highlights

03:29 Tom Stroup's career highlights

03:43 Neville Ray's career highlights and T-Mobile's network evolution

06:36 T-Mobile was well-represented at the ceremony

07:30 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Jake Hawkridge, Wireless Hall of Fame, Wireless History Foundation, Ken Horowitz, Jesse Russell, Elizabeth Sachs, Tom Stroup, Neville Ray, pagers, spectrum, Bell Labs, regulation, satellite, T-Mobile, network, 5G

Analysts Don Kellogg and Roger Entner discuss the upcoming appointment of Srini Gopalan as CEO of T-Mobile and what it means for the future of the company.

00:00 Episode intro

00:24 Srini Gopalan's background in telecom

01:48 What company aspects might benefit?

02:53 The evolution of T-Mobile's leadership

03:55 T-Mobile's fiber strategy poses challenges

06:02 The new CEO is a solid choice

06:33 Satellite plans as part of Un-carrier moves

07:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Srini Gopalan, Deustche Telekom, Un-carrier, fiber, John Legere, Mike Sievert, BEAD, U.S. Internet, copper, satellite, Verizon, AT&T, AST, Elon Musk

Analysts Don Kellogg, Daryl Schoolar, and Jake Hawkridge discuss the recent Ericsson analyst event focused on enterprise strategy and AI innovation.

00:00 Episode intro

00:29 The Ericsson event focused on enterprise solutions

02:22 Solutions included private networks, 5G, and AI applications

04:42 Aduna for standardizing network APIs

06:48 Private network applications are focused on industry

08:11 Network APIs and 5G laptops

09:44 Development strategy and 5G deployment

12:48 Private networks are gaining traction

13:55 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Daryl Schoolar, Jake Hawkridge, Ericsson, Vonage, private networks, 5G, AI, Aduna, industry, APIs, broadband, core network

Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment.

00:00 Episode intro

00:26 SpaceX's purchase of spectrum from EchoStar

02:51 Paying with equity may cause issues

05:43 Potential uses of the spectrum

08:45 The future of AWS-3

10:36 What was Charlie's strategy?

13:40 Mint succeeded where EchoStar failed

15:22 EchoStar's failed to convince consumers

15:43 Will Elon market effectively?

17:15 The future of AST

17:58 Contract billing details are crucial to end results

18:53 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Tim Farrar, TMF Associates, satellite, Charlie Ergen, Dish, EchoStar, Elon Musk, Starlink, spectrum, SpaceX, AT&T, Verizon, T-Mobile, DTC, BEAD, AWS-3, AWS-4, FCC, 5G, network, MIMO, Mint, Boost, AST

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