The Week with Roger

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

0:30:  DISH & Boost both had senior executives leave at the end of 2022.

2:10:  What are the plans for DISH moving forward after losing Stephen Bye?

4:27:  The scoop on T-Mobile acquiring Mint Mobile.

7:06:  MVNOs have a tough business model.

Bloomberg Article on Mint being for sale:

https://www.bloomberg.com/news/articles/2023-01-11/t-mobile-is-said-to-weigh-buying-ryan-reynolds-mint-mobile

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, 5G, Boost, DISH, Stephen Bye, Ziff Davis, Root Metrics, Ookla, Cricket, Metro, Ryan Reynolds, Mint Mobile, T-Mobile, 

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

0:28:  What did Verizon have to say and how have they changed throughout the years at the recent Citi Conference?

6:26:  A shift in marketing strategy away from “best network”.

7:55:  T-Mobile pre-released a lot of their Q4 reports during their talk at the Citi Conference.

10:08:  The difference that network makes and a Magenta Max update.

11:58:  What AT&T’s plan looks like.

14:16: What were the results of the Children & Wireless survey this year?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FWA, fixed wireless access, Verizon, AT&T, T-Mobile,

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

0:30:  Trends from 2022 and what they could mean for 2023.

4:01:  FWA and 5G’s impact on the cable industry.

5:38:  Promotional trends within the top carriers.

6:45:  Possible disruptions in 2023.

9:10:  Standalone Networks and what we have yet to see in 2023.

10:55:  We still have only four FCC Commissioners despite the Democrats’ Majority position.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, Comcast, Charter, FWA, fixed wireless access, cable, uncarrier, T-Mobile, AT&T, DISH, openRAN, Boost, Genesis Network, FCC, Net Neutrality, Title II,

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

0:30:  A breakdown of the business landscape in wireless.

4:17:  An update on the first responder market and why they need to have priority in communications.

 8:34:  Theorizing about how the market share could redistribute when the smaller carriers enter the competition for business.

9:55:  The technological advancements coming soon and how those could help enterprise services.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, T-Mobile, AT&T, revenue, first responders, natural disasters, network slicing, 5G,

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

0:31:  Charter’s Investor Day Presentation - how it went.

3:53:  Charter laid out their expansion - is it a good plan?

5:45:  How 2023 could look for Charter especially in the realm of competition.

11:54:  The RDOF and BEAD Program money coming into Charter in 2023 and how that will help insulate them from their competitors.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Charter, Wall Street, 5G, 4K video, fiber, Comcast, WIFI 6E, WIFI 7, DSL, BEAD Program, RDOF, Rural Digital Opportunity Fund, Broadband Equity Access and Deployment, Fixed Wireless Access, FWA, CBRS, 

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

0:28:  There were some changes at Verizon - what’s going on and why?

2:55:  What happened at VodaFone and what effect that could have on Verizon’s situation.

3:37:  Does this signify a change in strategy?

5:45:  Don’s perspective on why it shouldn’t be harder for Verizon to grow and the history of industry leadership.

9:17:  Analyzing Verizon’s customer base and messaging. 

12:09:  A look at pricing for Verizon’s customers.

13:06:  T-Mobile redefined the “best network” as higher speed versus more coverage and how that affected Verizon.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Verizon, leadership, Black Friday, Hans Vestberg, T-Mobile, VodaFone, AT&T,

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nick Ludlum, Chief Communications Officer at CTIA.

0:40:  CTIA’s perspective on future spectrum licenses should be allocated.

1:33:  Roger’s paper about CBRS had a strange reaction within the industry.

6:07:  Interference management and how that is being handled - is it being handled well?

8:37:  How the Federal Government Exclusion Zones work.

10:10:  We need more time to evaluate the CBRS model

12:53:  The broader environment we are operating in and its implications moving forward.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Nick Ludlum, CTIA, spectrum, 5G, CBRS, SaaS, Google, NTIA, 

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

technology. 

0:26:  What is an eSIM and how does it work?

3:04:  How the eSIM simplifies life and allows consumers to “test drive” different carriers’ coverage.

7:49:  How eSIM technology could affect consumers switching carriers.

10:23:  Why the handset manufacturers are switching to eSIM.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, eSIM, SIM card, iPhone, Verizon, Net Neutrality, unlocked devices, AT&T, T-Mobile, MVNO,

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

technology. 

0:27:  FCC recently released their new national broadband maps - how are they different from previous versions.

2:45:  The data is now reported in standardized bins, there are now different thresholds for mobile versus fixed and what that looks like.

5:43:  How providers could creatively report data for fixed service and why they cannot for mobile.

7:42:  Examining the 100m hex bins - and what that means for business metrics, and for Rural America.

10:51:  Consumers now have the data they will need in order to make better decisions and why the carrier maps will look a little different from the FCC map. 

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, FCC, census block, 5G, LTE, Space X, rural America, Digital Divide

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

technology. 

0:27:  What are the implications of a leadership change in the Senate on the FCC after the Midterm elections?

4:03: The Democrats could have solved the stalemate with the FCC a long time ago.

5:31:  How the House Majority will likely launch investigations around Section 230.

7:18:  To regulate social media or not to regulate social media?

9:31:  Other areas the Republicans will likely change if they win the Senate.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, midterm election, Senate, FCC, Lame Duck,  Section 230, Republicans, Democrats