The Week with Roger

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

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey.

00:24 Conference overview

02:36 A global view of the industry

03:51 Telco-to-techno journey

04:40 ZTE's optimization focus

05:53 ZTE company profile

07:27 Total cost of ownership metrics

08:40 ZTE's capacity focus and spectrum issues

12:24 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, ZTE, Turkey, 5G, AI, Ericcson, Nokia, India, MIMO, 6G, spectrum, elections, capacity

Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry.

00:42 Businesses are ready for AI results

03:15 Amdocs' Gen AI applications

05:32 Are customers satisfied with AI service?

09:48 AI cost savings as a game changer

12:29 Telecom deserves more credit

13:15 Applications across industries

14:15 AI accuracy is improving rapidly

15:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Mitch Klaassen, Roger Entner, Anthony Goonetilleke, Amdocs, AI, KPIs, Gen AI, Agentic AI, customer service, LLM, net promoter scores, Nvidia, FWA, accuracy

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.

00:25 Verizon's Q3 breakdown

01:20 The metrics that truly matter

03:23 Investor Day fiber discussion

05:33 Investor Day FWA discussion

09:18 What's behind bundling?

10:38 Verizon's strategy vs. AT&T and T-Mobile

15:13 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light

Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.

00:25 Details of the deal

02:12 Spectrum properties

02:41 US Cellular's decisions inevitably led to the sale

04:08 The impact of rural markets

05:36 Upcoming elections will impact spectrum policy

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile, AT&T, EchoStar, Boost, Dish, FCC, TDS, cable, fiber, C Spire, RDOF, BEAD, elections

Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range.

00:24 CBRS overview

01:24 Military use of CBRS

04:46 The television incentive auction as a useful model

05:24 Power requirements and interference mitigation

07:40 Licensing and interested parties

09:56 Arguments for and against the shift

12:35 The issue's resolution will take time

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, CBRS, spectrum, radar, AT&T, Wi-Fi, licensing, Verizon, cable, FWA, FCC