The Week with Roger

By Roger EntnerNews Technology Business News Tech News

The Week with Roger episodes

July 27 This Week: Q2 '26 Earnings - The Carriers Execute Their CEOs' Visions
Analysts Don Kellogg and Roger Entner break down Q2 earnings from the major players across telecom and cable, examining key numbers as well as industry-wide trends and developments shaping the market.
00:00 Episode intro
00:30 AT&T Q2 overview
02:46 AT&T's convergence strategy
04:18 Starlink's improving reliability
06:15 Comcast and Charter Q2 overview
07:05 Cable customer satisfaction and strategic outlook
08:01 T-Mobile Q2 overview
10:12 Verizon Q2 overview
11:57 Q2 telecom industry trends and outlook
12:40 Device subsidies and the future of wireless promotions
14:02 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, fiber, net adds, transparency, FirstNet, convergence, FWA, AI, John Stankey, Charter, Starlink, Comcast, cable, T-Mobile, churn, broadband, Verizon, iPhone, devices
15 min
July 20 This Week: Carrier Repositioning Through Leadership Changes
Analysts Brett Clark and Roger Entner discuss leadership changes at T-Mobile and AT&T, cable's growing role in mobile, and Verizon's retail cost-cutting.
00:00 Episode intro
00:30 Leadership changes at T-Mobile
03:06 Chris Sambar's new role
03:51 T-Mobile for Business positioning
05:27 Mike Katz's impact
06:37 Cable's mobile growth
07:56 Verizon cost-cutting and layoffs
09:15 Retail strategy implications
10:46 Pascal Desroches leaving AT&T
12:31 Restoring investor trust
12:58 C-suite trust
14:04 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Roger Entner, T-Mobile, Mike Katz, André Almeida, Chris Sambar, AT&T, FirstNet, T-Mobile for Business, Verizon, MVNO, cable, Charter, Dan Schulman, retail, gross adds, net adds, churn, Pascal Desroches, Jennifer Biry, John Stankey, convergence, investors
15 min
July 13 This Week: The Upper C Band Auction and a Win for American Consumers
Analysts Don Kellogg and Roger Entner discuss the FCC’s move to expedite the upcoming Upper C-band spectrum auction, its impact on various companies and industry segments, and why it may represent a win for American consumers.
00:00 Episode intro
00:25 Upper C-band auction overview
02:23 Utility and applications of the spectrum
03:05 Comparison with previous auctions
03:38 Forecasts for Starlink's strategy
04:43 Accelerated timeline and implications for cable
06:04 Industry deleveraging trends
06:30 Historical outcomes of spectrum purchases
06:51 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, auction, spectrum, Upper C-band, Big Beautiful Bill, Verizon, FWA, EchoStar, Starlink, Elon Musk, urban, rural, cable, deleveraging
8 min
July 06 This Week: Germany's Hyper Scaler Infrastructure Slow Dance
Analysts Don Kellogg and Roger Entner examine insights from the Handelsblatt data center conference in Düsseldorf, covering the rapid expansion of data centers in Germany vs. the U.S., infrastructure and energy challenges ahead, and the implications for telecom networks.
00:00 Episode intro
00:25 Handelsblatt conference overview
01:31 State of the German data center buildout
02:44 State of the US buildout
03:23 Shortages are on the horizon
05:16 Electricity demands
06:06 Repurposing German data center heat
07:38 Cooling challenges
08:39 Why expansion must continue despite challenges
10:03 How data centers are reshaping telecom
11:30 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Germany, Handelsblatt, Deutsche Telekom, T-Mobile, data centers, electricity, AI, shortages, BEAD, memory, RAM, routers, cooling, GDPR, regulations
12 min
June 29 This Week: The Half-Connected America and the Case for Universal Offers
Analysts Don Kellogg and Roger Entner discuss Roger's report, "The Half-Connected America," exploring why some people choose not to use broadband and what companies and policymakers can do to address the issue.
00:00 Episode intro
00:25 Who chooses not to connect?
03:00 Privacy and surveillance concerns
03:36 Lack of laptop subsidies hampers connectivity
05:00 Mobile-only internet users
05:37 Seniors and smartphone challenges
06:18 Wireless home internet options
06:55 Affordability for low-income consumers
07:36 Respecting consumer choices & AI integration importance
09:20 Laptop subsidies could bridge the gap
10:06 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, broadband, NTIA, Lifeline, surveillance, BEAD, fiber, smartphone, NPS, hotspots, copper, subsidies, AI, Chromebook, government, privacy
11 min
June 22 This Week: Verizon’s Simplicity Plan and Another Attempt to Eliminate Device Subsidies
Analysts Don Kellogg and Roger Entner evaluate the benefits of Verizon's new Simplicity Plan, discuss the evolving device upgrade landscape, and examine AT&T's announcement of its new CFO.
00:00 Episode intro
00:24 Overview of Verizon's new plan
02:09 The rewards structure of the plan
03:27 Additional features and junk fee elimination
04:18 Device subsidies are being phased out
07:40 Increasing customer value without device upgrades
08:38 Verizon's new plan is a step in the right direction
09:53 AT&T announces new CFO
11:25 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, plans, Dan Schulman, rewards, T-Mobile, Ronan Dunne, Xfinity, internet, hotspots, devices, financing, Apple, upgrades, Samsung, net adds, Virgin Mobile, AT&T, Jennifer Biry, Pascal Desroches, John Stankey
13 min
June 15 This Week: 300th Episode with Craig Moffett on Convergence and Fiber Economics
Analysts Don Kellogg and Roger Entner celebrate the 300th episode of the show by welcoming telecom legend Craig Moffett, co-founder of Moffett Nathanson, to discuss all things convergence, including the current state of fiber buildouts, evolving bundling strategies, and what market cycles may be signaling for the future.
00:00 Episode intro
01:00 Convergence and the state of the fiber buildout
04:52 Density and overbuilding
06:15 Diminishing buildout returns
09:45 Data center demand and labor questions
11:16 Aerial vs. buried deployment cost concerns
13:43 Is bundling actually profitable?
18:05 Fiber growth at the expense of wireless
20:51 Broadband price compression may signal a coming crisis
23:29 What will future buyouts look like?
25:38 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Craig Moffett, convergence, fiber, FWA, cable, Starlink, BEAD, Cox, Charter, rural, buildout, density, data centers, Verizon, AT&T, Fios, bundling, ILEC, T-Mobile, copper, VoIP, buyouts
27 min
June 08 This Week: Verizon’s New Network Leader and the Growing AI Memory Crunch
Analysts Don Kellogg and Roger Entner examine the newest leadership shakeup at Verizon, as well as explore the escalating computer memory crunch and its potential ramifications for the telecom industry.
00:00 Episode intro
00:37 The latest Verizon leadership changes
02:37 International legal complications involved
03:17 The timing of the transition
03:46 Implications for the company
04:52 The systemic memory crisis is intensifying
06:47 Surging AI demand is driving profound changes
07:31 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Deutsche Telekom, Verizon, Abdu Mudesir, Joe Russo, Germany, Europe, network, NTIA, memory, shortages, RAM, supply chain, AI, routers, Apple, iPhone
8 min
June 01 This Week: 5 Gig Cable, BEAD Shakeups, and the Starlink Opportunity
Analysts Don Kellogg and Roger Entner examine the key domestic telecom developments of the week, including rural cable upgrades, recent BEAD turbulence, the buzz surrounding the Starlink IPO, and more.
00:00 Episode intro
00:25 Mediacom Next-Gen network upgrades
02:07 Cable is steadily improving its reputation
02:54 Speed and reliability are both crucial
03:59 Several BEAD providers are stepping back
05:03 Satellite may swoop in on the market
05:49 New research on consumer choice dynamics
07:29 Upcoming reports on Starlink's future
08:59 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mediacom, spectrum, DOCSIS 4.0, cable, fiber, Comcast, Charter, FWA, BEAD, rural, satellite, Starlink, Leo, New Street Research, IPO
10 min
May 26 This Week: Modular Pricing, Network Strain, and California's Copper Standoff
Analysts Don Kellogg and Roger Entner unveil insights from Fiber Connect 2026 on data centers and material shortages, and discuss AT&T's new Build-A-Plan rollout as well as their legal fight to sunset legacy copper networks in California.
00:00 Episode intro
00:25 Fiber Connect data center insights
02:51 AI video is driving network requirements
04:41 AT&T's new Build-A-Plan rollout and implications
07:40 Will the plan expand in the future?
08:27 AT&T sues California to sunset copper and DSL
11:00 Satellite has become a reliable backup
12:28 Regulators should embrace the future
13:16 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Fiber Connect, AI, network, data centers, BEAD, fiber, data, video, DOCSIS 4.0, AT&T, Build-A-Plan, Mint, multi-line, convergence, DSL, California, copper, FCC, satellite, Starlink, T-Mobile, regulation
14 min