The Week with Roger

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

0:32: News from the business press in Germany about a contract between Deutsche Telekom and Huawei

2:22: Discussions on how to remove Huawei from networks in Europe

3:48: What this timing means for Deutsche Telekom taking a controlling interest in T-Mobile USA

6:40: How have DT and Huawei responded to the allegations? What comes next?

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

0:27:  Mint Mobile has just announced their sale.

3:04:  Competition for the wholesale market - what’s going on there?

4:14:  Mint was unique in the market, but is its value really that great?

6:45:  What Recon’s data collected on Mint says about customer satisfaction. 

10:45:  What is the long term outlook for MVNOs?

13:25:  What Mint has done well to attract a buyer.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mint Mobile, T-Mobile, MVNO, DISH, Boost, Tracfone, Comcast, Charter, Consumer Cellular, Deadpool, Ryan Reynolds, acquisition,

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

0:27:  A recent analysis of ARPA and ARPU has revealed some interesting things over the last few years.

2:18:  What did Roger learn when he compared ARPA between Verizon and T-Mobile?

3:42:  What Roger saw when he compared ARPU.

4:46:  T-Mobile’s success with its Magenta Max plan. 

6:08:  How Verizon compares to T-Mobile and AT&T.

8:07:  Who do consumers say is the best value for price?

10:28:  What German and American consumers really value most.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, ARPA, ARPU, Verizon, T-Mobile, AT&T, MobileX

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

0:27:  Verizon has had some leadership changes

2:28:  How Verizon has typically handled leadership changes.

5:20:  What does it mean that Verizon is appointing someone who’s very technical to such a leadership position?

9:18:  How long does it take for significant changes to ripple through the organization?

11:57:  An overview of historical performance and where they seem to be heading.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon

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

0:27:  DISH has a new agreement with Samsung for openRAN gear.

1:15:  What are the implications of this?

2:18:  DISH’s earnings call - the key takeaways.

3:40:  DISH announced that they have solved their VONR issue and are deploying it strategically.

5:14:  How did DISH’s metrics look and what does that mean?

8:48:  Carriers keep their stores open because of what these metrics mean.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, DISH, openRAN, Samsung, Deutsche Telecom, VONR, voice over new radio,

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

0:27:  Neville Ray of T-Mobile is retiring. What he has accomplished during his tenure at T-Mobile.

3:16:  Who is going to be taking over?

6:09:  Spectrum One plan has been very successful, who’s rolling out a similar plan and what the details are.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Neville Ray, T-Mobile, Sprint, Metro PCS, Ericsson, Spectrum, Charter, Comcast, Verizon, Xfinity,

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Peter Adderton, CEO of MobileX.

0:28:  Peter Adderton shares about MobileX and who it's for.

2:39:  MobileX is trying to shake up the industry pricing models through pricing - Peter shares how they are doing this.

5:08:  How Peter views the MVNO model.

6:46:  How concerns around the economy may influence consumer choices.

8:20:  How easy is it to manage the bill at MobileX?

10:38:  What has the reaction been to the budgeting in Peter’s own home?

12:15:  How does MobileX make money if not off of breakage and overages?

13:50:  When will MobileX launch commercially?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MobileX, Digital Turbine, Boost Mobile, Amped Mobile, Peter Adderton, prepaid wireless, competition, MVNO, AI, machine learning,

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

0:33:  How Verizon did in Q4. Will they reposition?

5:01:  Network isn’t as much of a differentiator as it used to be.

6:02:  Faster speeds are not yet needed - what do we know about possible use cases?

8:55:  How AT&T performed in Q4.

11:02:  T-Mobile’s numbers for Q4 - can they keep it up?

13:32:  Charter & Comcast did well this quarter - how well?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, earnings, Q4, AT&T, T-Mobile, Hans Vestberg, FWA, fixed wireless access, Charter, Comcast, Cox,

Analysts Don Kellogg and Roger Entner discuss the latest news in earnings season with special guest Jenifer Robertson, EVP for Consumer Mass Markets at AT&T.

0:26: Competitive intensity during the 4th quarter.

2:22: How  AT&T drove strong results without using free lines or content as bait.

5:30: How the “Best Deals for Everyone” has changed the market 

7:44: The importance of consistency and difference between consistency and complacency.

9:30: How Fiber changes the game.

13:44: AT&T announced a partnership with BlackRock to extend their fiber network.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Jenifer Roberts, AT&T, 4th quarter, competition, fiber, BlackRock, Digital Divide, GigaPower

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

0:28:  T-Mobile has been hacked!

1:33:  Do consumers care about this?

3:11:  Market opportunities as a result of this breach.

6:20:  The importance of two-factor authorization.

8:03:  Safety measures that can be taken to protect yourself and the practical considerations.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, T-Mobile, Data breach, breach, hack, hacking, safety mechanisms, cyber security, DISH, AT&T, Verizon