The Week with Roger

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology joined by special guest and new analyst at Recon - Daryl Schoolar.

1:23:  DISH and Echostar are joining forces - what this could mean for both companies.

3:57:  Building a 5G OpenRAN network from scratch is expensive and tough.

5:10:  T-Mobile has shared their first bits of their 5G OpenRAN network with developers.

5:42:  Geoff Hollingworth shared a cryptic blog post this past week - what was that about?

9:22:  The economics issues with OpenRAN.

10:54:  What’s interesting to watch at Rakuten moving forward.

Read Geoff Hollingworth’s post here: https://www.linkedin.com/pulse/real-problem-open-ran-geoff-hollingworth/

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Daryl Schoolar, Rakuten, Open RAN, Echostar, DISH, satellite, 5G, Geoff Hollingworth, Rakuten Symphony,

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

0:27:  US Cellular reported their Q2 earnings along with some surprising news.

3:51:  US Cellular could be an interesting acquisition for someone.

6:44:  US Cellular owns their own towers - the problem with that from an acquisition standpoint.

8:35:  Could there be an MVNO that would want to run their own network by buying US Cellular?

10:36:  Who else might be interested in buying US Cellular?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, US Cellular, AT&T, TDS Metrocom, DISH, acquisition, Google, MVNO, MNO, MSO, Verizon, T-Mobile,

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

0:41: Q2 Earnings reports are out - what Verizon’s numbers tell us.

4:17:  How did AT&T do?

5:10:  T- Mobile continues to report very strong numbers. 

6:58:  What did Comcast and Charter do well and not so well?

9:42:  The Wall Street Journal ran an article on the wireless industry’s use of lead in cables - how bad is this for the industry?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, Q2, Earnings, quarterly reports, AT&T, T-Mobile, Charter, Comcast, MVNO, lead, Frontier, Lumen, lead remediation, lead, EPA,

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

0:25: The newest updates to streaming and the difference between paid, borrowed, and bundled.

1:55:  How many streaming customers are sharing passwords and how that’s affecting each of the platforms.

3:24:  Customers don’t seem to care for AppleTV.

5:07:  ESPN+ does not make customers happy.

6:44:  How the bundling strategy is affecting customer satisfaction and profitability.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, streaming platforms, streaming, Verizon, T-Mobile, AT&T, Disney+, HBO Max, Netflix, AppleTV, Peacock, HULU+, ESPN+, Hulu, ESPN, Amazon Prime, 

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

0:25:  Fixed Wireless Access - an introduction.

1:55:  The connection between mobile and FWA and why FWA is a threat to everyone.

6:03:  What the model shows us about fallow capacity currently and into the future.

8:52:  What the net promoter scores show in Don & Roger’s data.

13:58:  How will cable providers fight back against FWA?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, fixed wireless access, FWA, T-Mobile, Verizon, cable, fiber, AT&T, FIOS, outages, AR, VR, augmented reality, virtual reality, return rate, Comcast, Charter, ISPs, MSO

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

0:27: Roger and Don recently co-authored an article comparing the CEOs of the top three wireless companies - how are they comparing them?

2:00:  An interesting find when comparing postpaid net-adds.

5:36:  The difference in strategies between the companies.

6:24:  What does the profitability data show?

9:13:  What has increased QoQ?

Here’s a link to the full article:  https://www.fiercewireless.com/wireless/how-do-att-t-mobile-and-verizon-ceos-stack-based-industry-metrics-kellogg

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mike Sievert, Hans Vestberg, John Stankey, T-Mobile, AT&T, Verizon, Fierce Wireless

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

0:27: The latest update on the conflict between the airlines’ altimeters  and C-Band deployment.

2:12:  Is there actually a safety risk to airline customers?

3:51:  Spectrum news from China regarding 5G & 6G - how does it compare to what the US is doing?

7:34:  How the spectrum gets used is incredibly important.

8:53:  How will China deal with the interference between WIFI and 5G/6G?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, c-band, airlines, 5G, 6G, China, WIFI, AR, VR,

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

0:28: Examining the different facets of Owner’s Economics.

3:35:  The logic behind T-Mobile & Verizon implementing FWA.

5:44:  What happens when the idle capacity has been used up?

6:59:  Empty network Owner’s Economics.

10:09:  Examining the MVNO business model.

12:10:  What about the spectrum that the MVNOs have brought for their own usage?

13:51:  How WIFI plays into the cable companies’ owner economics - hybrid MSO models.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MVNO, Verizon, AT&T, T-Mobile, FWA, fixed wireless access, DISH, cloud network, owner’s economics, business analysis, data usage, CBRS, Comcast, Charter, cable, 

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

0:27:  DISH recently hit an important milestone.

1:55:  VONR is difficult to set up - is DISH living up to its commitment to the government?

4:00:  The problems DISH is facing with this buildout.

7:55:  How the small carrier buyouts have changed - and looking closer at T-Mobile’s acquisition of Sprint.

9:30:  DISH seems to have a distribution problem, could it become successful like Mint?

12:40:  The allure of building what DISH is building out and will the numbers work out for them?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, 5G, VONR, VOLTE, T-Mobile, Genesis network, HPEA, DOJ, FCC, BOOST, ALLTEL, Amazon, Walmart, Mint, GoogleFi,

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

0:26:  Apple held the Worldwide Developer Conference and rolled out a new product - Apple Vision Pro - what is it?

3:52:  Where this is likely heading in the future and possible use cases.

7:09:  Where could this fit in with Mobile Edge computing and the like?

9:00:  The information advantage that will be provided with this new technology.

10:01:  What role could advertising play in this new AR environment?

12:43:  Issues facing the product and its competitors.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AR, augmented reality, Apple, Worldwide Developer Conference, VR, virtual reality, iPhone, Oculus,