Analysts Don Kellogg and Roger Entner are joined by Mitch Klaassen to discuss AI's impact on data storage and how companies are planning to deal with exponential capacity demands.

00:24 What's next for Recon Analytics?

01:40 Seagate storage study overview

03:11 Businesses differ on AI storage predictions

04:08 Storage types differ by region

05:01 Regulation has a huge impact

05:38 How companies are coping with huge amounts of data

06:26 The cloud is still hard storage

07:50 Capacity woes

10:40 Episode wrap-up

Mitch's White Paper: “Impact of AI on Storage Requirements”

https://reconanalytics.com/impact-of-ai-on-corporate-storage-requirements

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mitch Klaassen, scaling, Seagate, storage, AI, cloud, China, Europe, regulation, GDPR, Azure, AWS, data centers, capacity, video, streaming

Analysts Don Kellogg and Roger Entner discuss the impact of AT&T's new guarantee on connectivity, support, and best deals and devices for both fiber and wireless customers.

00:25 Guarantee details

02:19 What makes AT&T's guarantee different?

04:34 Motivations behind the guarantee

05:47 Will promises match reality?

07:36 Risks of the guarantee

09:00 Planning behind the guarantee

10:05 Impact on the industry

11:35 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, connectivity, guarantee, fiber, best plans and devices, Charter, regulation, FCC, churn, Chris Winfrey, outage, net promoter scores, customer service, credits, Sprint, T-Mobile, Verizon

Analysts Don Kellogg, Roger Entner, and Daryl Schoolar are joined by Mavenir's SVP of Cloud & AI, Brandon Larson, to discuss the recent analyst event as well as the future of networks and telecom infrastructure.

00:23 Mavenir analyst event overview

03:15 Practical AI applications

05:04 Solving customer problems

06:11 Mavenir company profile

08:45 The future of cloud and AI

11:17 Networks as critical infrastructure

13:30 Using technology to meet expectations

16:58 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, Brandon Larson, Mavenir, Open RAN, AI, networks, BSS, OSS, cloud, critical infrastructure, 5G, Steve Jobs

Analysts Don Kellogg and Roger Entner provide a thorough breakdown of the past year in telecom, as well as provide insights for 2025 and the new regulatory environment.

00:37 AT&T year in review

01:32 FWA vs. fiber

03:29 T-Mobile year in review

07:25 Verizon year in review

09:36 US Cellular folds

10:15 Boost stays alive

11:24 Cable industry year in review

14:24 Upcoming FCC and regulatory changes

15:32 Cable vs. telecom spectrum battles

17:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, fiber, churn, FWA, spectrum, Verizon, T-Mobile, Deutsche Telekom, Mint, cable, capital light, Frontier, US Cellular, Dish, Boost, EchoStar, cellphone internet, CBRS, rural, DOCSIS 4.0, FCC, Brendan Carr, Jessica Rosenworcel, net neutrality, Maria Cantwell, Ted Cruz, AWS-3

Analysts Don Kellogg and Roger Entner are joined by Jim Gerace, former Chief Communications Officer of Verizon, to discuss the formation and legacy of the Verizon Credo, as well as how the core values it espouses have contributed to commercial success.

00:24 Verizon Credo concept

02:48 Origins of the Credo

06:39 Adoption of the Credo

09:34 Evolution of the Credo

10:44 Verizon's emphasis on the customer

14:41 Longevity of the Credo

17:23 Constructive dissent concept

19:13 Episode-wrap

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jim Gerace, Verizon, Verizon Credo, Dennis Strigl, Ivan Seidenberg, customer service, mission statement, core values, Bedminster

Analysts Don Kellogg and Roger Entner are joined by Mint's Chief Marketing Officer Aron North to discuss the company's ascension, unique marketing strategies, and future prospects.

00:25 Aron's career with Mint

02:18 Mint's impressive growth story

07:18 Mint's scientific approach to pricing

10:25 Crafting Mint's marketing message

13:57 The Mintfomercial

15:40 T-Mobile's ownership of Mint

16:04 Mint's future and Aron's plans

17:06 An emphasis on teamwork

18:27 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Aron North, Mint, T-Mobile, branding, marketing, pricing, David Glickman, Ryan Reynolds, growth

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.

00:24 AT&T Investor Day overview

02:14 Leadership & company turnaround

03:24 Fiber and convergence

06:04 Tech stack simplification and Open RAN

07:34 5G expansion

08:12 Copper reduction targets

08:59 Leverage reduction and capital allocation

10:31 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, Gigapower, fiber, T-Mobile, John Stankey, churn, convergence, Open RAN, Mavenir, 5G, DSL

Analysts

Don Kellogg and Roger Entner discuss new developments surrounding DirecTV's shaky deal with TPG, as well as T-Mobile's acquisition of Louisiana BEAD funding and its overall strategy.

00:48 DirecTV's TPG deal falls through

02:55 Are TV satellites obsolete?

04:15 T-Mobile secures large BEAD grant

05:45 T-Mobile's capital allocation strategy

07:00 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, DirecTV, TPG, AT&T, EchoStar, Dish, Charlie Ergen, satellite, T-Mobile, BEAD, LLFC, rural, Conexon, Gigapower

Analysts Don Kellogg and Roger Entner are joined by Nancy Clark, President of Verizon Value, to discuss the company's commitment to revitalizing prepaid.

00:24 Verizon's turnaround of prepaid brands

02:51 Brand differentiation

04:47 Straight Talk's branding

05:50 Customer service's impact on strategy

07:36 Blurring of market segments

09:53 Churn success

11:04 Competition assessment

12:07 Distribution networks

12:52 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Nancy Clark, Verizon, Verizon Value, TracFone, Visible, Straight Talk, Total, rural, MVNO, MNO, churn, T-Mobile, Mint, distribution

Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.

00:58 AT&T Q3 overview

2:36 Industry upgrade cycles

04:34 T-Mobile Q3 overview

07:29 T-Mobile vs. Verizon

08:20 Verizon Q3 overview

09:05 Comcast Q3 overview

09:48 Altice Q3 overview

10:00 Cable industry predictions

11:20 Dish Q3 overview

13:19 US Cellular Q3 overview

14:02 Q4 predictions

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, fiber, convergence, upgrades, T-Mobile, FWA, cable, Verizon, Frontier, Comcast, Charter, RDOF, Altice, SOGA, Dish, ACP, US Cellular, elections, Apple, iPhone