The Week with Roger

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

On their 200th episode, analysts Don Kellogg and Roger Entner discuss T-Mobile's pending auction of 800 MHz spectrum and what entity may ultimately end up purchasing it.

00:27 T-Mobile's forced sale of spectrum

02:28 Potential uses for the spectrum

02:54 Why Dish won't buy

03:37 Auction details

04:08 This band is not particularly useful

05:00 Possible public utility use

06:41 What carriers actually need

07:18 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, spectrum, 800 MHz, Sprint, Dish, Nextel, FCC, auction, throughput, utilities, PG&E, AT&T, Verizon

Analysts Don Kellogg and Roger Entner discuss the landmark Chevron deference Supreme Court case and what it means for the future of telecom.

00:23 Chevron deference overview

03:33 Politicization of the process

04:18 Power shifts away from agencies

05:00 Relevance of the Telecom Act

06:19 Settled law is no longer settled

06:55 Predictions for the industry

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Supreme Court, Chevron deference, regulation, FCC, net neutrality, telecommunications Act of 1996, Title II

Analysts Don Kellogg and Roger Entner discuss Verizon's recent rebranding, complete with a new logo and ad campaign as well as features for both consumers and business.

00:24 Verizon's rebranding overview

1:47 Expanding use case focus

4:28 myHome and bundling streaming

8:05 Handset trade-in program

09:18 Will AI drive phone purchasing again?

11:47 Verizon Access deals and giveaways

12:58 Verizon Business Complete's end-to-end smartphone management

14:30 Episode Wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, myHome, FWA, Fios, AT&T, net adds, churn, streaming, trade-in, AI, iPhone, Android, NFL, B2B

Analyst Don Kellogg receives an update from Roger Entner and Daryl Schoolar, who are attending the Digital Transformation World conference in Copenhagen.

00:25 Overview of the conference

04:06 Practical AI use cases

07:27 Cloud native is crucial for operators

08:24 Corporate culture is a sticking point

09:10 How should outages be treated?

10:22 Event wrap-up

https://dtw.tmforum.org/

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, DTW24, AI, OpenAPI, Nokia, simplification, cloud native, corporate culture, outages

Analysts Don Kellogg and Roger Entner discuss Microsoft's Azure for Operators shakeup, as well as Carlos Slim's new interest in a European telecom.

00:30 Microsoft to quit Affirmed and Metaswitch

02:20 Comparisons to Google

03:31 Microsoft is usually more persistent

06:09 Predictions for virtualized cores and cloud for telco

06:59 Carlos Slim takes a stake in BT

08:52 Predictions for BT

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

Kellogg, Roger Entner, Microsoft, Azure for Operators, Affirmed, Metaswitch,

Etisalat, Dish, Amazon, Google, Deutsche Telekom, Cisco, AT&T, vCPU, cloud

for telco, Carlos Slim, TracFone, BT

Analysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, as

well as Nvidia's acquisition of spectrum to test Open RAN.

00:25 Verizon's new plan updates may reduce churn

02:11 Prepaid and retail struggles continue

04:03 Verizon's overall strategy

04:28 Nvidia's spectrum acquisition and Open RAN predictions

Note: “Roger erroneously added that OpenRAN efforts only began to stabilize once Dish Network brought on established open RAN vendor Samsung, “which took over a lot of that stack.”” Mavenir continues to play a significant role in Dish’s 5G Open RAN network.

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, net adds, ACP, churn, retail, TracFone, Straight Talk, Visibile, Total, MobileX, Nvidia, spectrum, Open RAN, interoperability, Dish, Samsung, Ericcson, AI

Analysts

Don Kellogg and Roger Entner discuss T-Mobile's recent acquisition of most of US Cellular's assets, including what this means for customers and the other carriers as well.

00:24 Roger's overview of the deal

03:53 What the deal doesn't include

07:16 Don's analysis of customer behavior

09:27 Carrier strategies going forward

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, U.S. Cellular, T-Mobile, spectrum, HHI, Herfindahl Hirschman Index, Verizon, AT&T, C Spire, rural, Sprint, Metro PCS, Nextel, merger, MNO, net adds, 5G

Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics analyst Mitch Klaassen to discuss Ericsson's recent smart factory analyst event. Don and Roger then delve into a T-Mobile price increase as well as the increasing focus on convergence within the industry.

00:36 Smart factory overview

03:19 The push for American tech manufacturing

04:14 T-Mobile raises prices on legacy plans

06:28 Carriers have too many plans

08:09 The “march upward” toward premium plans 10:17 Convergence is key as net adds stagnate