The Week with Roger

Analysts Don Kellogg and Roger Entner discuss earnings from the smaller but still significant players in wireless, such as US Cellular, Dish, and Altice. They also discuss T-Mobile's Auction 108 announcement.

00:38 US Cellular maintains the status quo

04:03 Altice net adds and merger rumors with Charter

05:52 Charter's strengths and weaknesses

07:06 Dish reduces customer losses

09:06 T-Mobile's Auction 108 activation

11:44 FWA successes and targeting

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

Kellogg, Roger Entner, earnings, UScellular, Dish, Altice, AT&T, T-Mobile,

Verizon, Charter, Comcast, greenfield network, 5G, standalone, Open RAN,

Auction 108, FWA, spectrum, net promoter score, NPS

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss Mobile

World Congress in Barcelona, which Roger and Daryl recently attended.

00:33 Roger's impressions of MWC 02:38 Daryl's impressions of MWC 04:04 The state of AI in

the mobile industry

04:56 Thoughts on the AI-RAN Alliance 06:30 Is AI learning?

07:30 International vs. domestic Standalone and 5G-Advanced

10:47 API and developers at MWC 12:15 Event wrap-up

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

Kellogg, Roger Entner, Daryl Schoolar, Mobile World Conference, MWC, Barcelona,

AI, Samsung, Telus, Huawei, Deutsche Telekom, Verizon, chatbot, AI-RAN

Alliance, Standalone, SA, 5G, 5G-Advanced, slicing, API, developers

Analysts

Don Kellogg and Roger Entner give their thoughts on the AT&T outage that

gripped the nation earlier this week, followed by news on DISH and a debate on

the nature of retail in the telecom industry.

00:26 Thoughts on the AT&T outage

04:19 DISH expands VoNR coverage to 200 million

07:32 DISH's personnel turnover

07:58 Don and Roger debate “Do wireless brands still need retail?”

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

Kellogg, Roger Entner, AT&T, outage, network, reliability, DISH, VoNR,

voice over new radio, 5G, VoLTE, retail, Metro, Cricket, Mint, Consumer

Cellular, cable

Analysts

Don Kellogg and Roger Entner are joined by Jake Hawkridge to discuss Comcast's recent Converge event for press and analysts in Philadelphia. Jake describes the star-studded nature of the event as well as the upcoming technology that was previewed and the trends that were outlined.

00:32 Introduction to the event

01:14 New XB10 Router and Sky Glass

02:10 Upcoming device-based security system

03:19 Upselling security to consumers

04:20 DOCSIS 4.0 discussion

05:35 Wi-Fi 7 discussion

06:53 Upcoming high-fidelity video features

07:38 Wi-Fi speed boost discussion

08:03 Heavy data usage due to NFL streaming

09:32 The future of data consumption

10:15 Upcoming Sky products and experiences

12:35 Event wrap-up

Tags:

telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jake Hawkridge, Comcast, Xfinity, Converge, router, DOCSIS 4.0, Wi-Fi 7, Sky, security, Charter, Spectrum, traffic, broadband, speed, fiber, NFL, Peacock, data consumption

Analysts

Don Kellogg and Roger Entner dissect the recent Verizon sell side analyst event

as well as discuss the future of wireless retail stores.

00:26 Verizon's sell side analyst event

00:47 Roger's thoughts on the event

01:11 Don's thoughts on the event

02:20 Big management changes at Verizon

03:45 Verizon's reversion to a regional structure

04:47 The wireless industry shedding personnel

05:19 The future of wireless retail stores

08:26 Will all stores look like Apple Stores?

09:28 ACP's minimal impact on margins

10:04 FWA and private networks

11:42 Expectations for future sell-side events

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

Kellogg, Roger Entner, Verizon, AT&T, T-Mobile, Mint, Metro, Boost, management, personnel, engineers, fixed wireless, FWA, private networks, ACP, sell side event, retail stores, Apple Stores, edge computing

Analysts Don Kellogg and Roger Entner dive into the 4th Quarter earnings for both telecom and cable. They also discuss the impact of FWA, customer satisfaction in the cable industry, and Roger's exciting purchase of the new Apple Vision Pro.

00:38 Verizon's Q4 Earnings

03:24 FWA's impact

05:28 Verizon's postpaid adds

06:41 AT&T's Q4 Earnings

09:15 T-Mobile's Q4 Earnings

10:16 Customer satisfaction in the industry

12:18 Comcast's Q4 Earnings

13:56 Charter and cable vs. telco

18:33 Speed and satisfaction

19:29 Q4 Overview 19:50 Roger's Apple Vision Pro review

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, T-Mobile, Comcast, Charter, Spectrum, Craig Moffett, fixed wireless, FWA, broadband, fiber, speed, customer satisfaction, Apple Vision Pro

Analysts

Don Kellogg and Roger Entner are joined Jeff Blum, EVP of External & Government Affairs at Dish, Chip Pickering, CEO of Incompas, and former FCC Commissioner Michael O'Rielly to discuss changes in the 12 GHz band and the expanding role of fixed wireless in the marketplace.

00:48 Roger explains the FCC's decisions on the 12 GHz band

01:05 Jeff Blum's view on the FCC decisions

02:06 Chip Pickering's view on the FCC decisions

02:48 Michael O'Rielly's view on the FCC decisions

03:26 The future role and importance of fixed wireless

06:08 The FCC's timetable for future changes

07:12 Dish's plans for the fixed wireless marketplace

08:28 Using spectrum bands wisely

09:08 ACP renewal and providing broadband to all Americans

10:16 The need to expand the spectrum

11:06 The FCC's future plans

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

Kellogg, Roger Entner, Jeff Blum, Chip Pickering, Michael O'Rielly, Dish, Incompas, FCC, AT&T, Verizon, T-Mobile, Boost Mobile, 12 GHz, 500 MHz, fixed wireless, broadband, fiber, ACP, Affordable Connectivity Program, spectrum, satellite, marketplace, digital divide

Analysts Don Kellogg and Roger Entner discuss the 2024 price increases set to affect wireless customers, as well as the current state of the streaming industry.

00:48 AT&T price increases and service upgrades

02:28 Verizon price increases for both consumer and business legacy plans

03:18 T-Mobile abandons their Price Lock guarantee

05:35 T-Mobile passes “Netflix On Us” increases onto consumers and dabbles with Hulu

07:55 The impact of Inflation on the streaming industry

Details on Price Lock changes at T-Mobile

https://www.androidauthority.com/t-mobile-new-price-lock-policy-3404851/

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, price increases, legacy plans, Netflix, fees, Hulu, streaming, inflation, Warner Brothers, Paramount, cable

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:30 Roger's CES impressions

1:50 Thoughts on Samsung exiting the low-end device space

5:00 By getting out of low-end Android devices, is Samsung getting a smaller piece of a smaller pie?

7:45 Aspects of the device experience that are improving

10:30 What about foldables?

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Samsung, Apple, Foldables, Verizon, T-Mobile, AT&T, Device upgrade cycle

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:35 MaxLinear debuts DOCSIS 4.0 chipset 

1:38 Consumer applications for super high speeds 

3:09 T-Mobile’s 6 carrier aggregation 

4:28 - What is carrier aggregation and what are its use cases?

 Relevant Articles: T-Mobile News: https://www.t-mobile.com/news/network/t-mobile-deliversanother-worlds-first-with-6-carrier-aggregation 

MaxLinear News: https://www.lightreading.com/cable-technology/maxlineartouts-10-gig-speeds-with-puma-8-docsis-4-0-chip 

Tags: telecom, telecommunications, business, wireless, cellular phone, T-mobile, 6 carrier aggregation, Broadcom, 5G, Recon Analytics, FWA, Roger Entner, MaxLinear