The Week with Roger

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

technology. 

0:27:  How DISH performed in Q3 - what’s going on with them?

5:06: U.S. Cellular hasn't grown a lot since the end of 2020; how did they do in Q3 of 2022?

8:00:  What is the difference between the small and large carrier and what is holding U.S. Cellular back?

12:04:  Altice is in a transition period. 

14:06:  Overall thoughts on the quarter.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, US Cellular, Boost, Altisse, earnings, reports, Q3, DISH, SPAC, SEC, Charlie Ergen, Mint, Consumer Cellular, MVNO, Comcast, Charter, Ulta,

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

technology. 

0:42:  T-Mobile’s Earnings report is out - they did well. 

2:31:  A discussion about Comcast’s anit-FWA advertisement - is there truth to the ads?

5:20:  Verizon & T-Mobile are doing well with FWA, but Comcast & Charter had great net adds numbers.

6:50:  Replacement rate went down this quarter - what happened?

8:20:  The content promotion attachment to plans could be waning.

10:13: T-Mobile has benefited from not raising prices.

12:15:  What’s up with the First Responder Market.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, T-Mobile, Charter, Comcast, iPhone, FWA, fixed wireless access, Apple, Comcast, Charter, Verizon, Twitter, Mike Sievert, First Responders

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

technology. 

0:27:  AT&T’s Q3 earnings are out and here’s the scoop.

2:08:  Verizon’s earnings are out and the numbers aren’t so great.

4:11:  Verizon’s churn number is very high. 

5:46:  Pricing is an issue for Verizon - why?

6:58:  Promotions and pricing surrounding the newest iPhone release - comparing the three main carriers’ plans.

9:04:  How does age play into the pricing and packages that the carriers release?

11:05:  What impressions did Roger & Don walk away with from the T-Mobile Analyst Event last week?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, T-Mobile, Q3 earnings, fixed wireless, iPhone, Netflix, Paramount, Disney+, Apple One, 

Analysts Don Kellogg and Roger Entner are joined by Marc Price, CTO of Matrixx, from the 6G Symposium this week.

0:40:  New charging models for 5G - what is changing for consumers versus 4G.

3:17:  Exploring the possible new business models.

5:21:  Business to Business sales possibilities and why new metrics are needed.

6:54:  What Marc sees on the horizon as coming soon.

8:38:  Reasons why we need new devices such as smart glasses or IOT Devices.

10:24: Telcos can be hard to work with - how they can begin to change this to attract new partnerships.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Marc Price, Matrixx, 6G Symposium, latency, AI, artificial intelligence,  5G,

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

technology. 

0:27:  Hurricane Ian recently ripped through Florida - how do carriers respond to natural disasters?

4:54:  The cell networks are used for first responders to communicate and are typically the first services to come up after a natural disaster like Hurricane Ian.

7:05:  The difference between restoring the network in Florida and Puerto Rico.

8:30: What effect does densification have on networks and how do the carriers protect the network infrastructure against disasters like hurricanes?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Hurricane Ian, emergency response, natural disaster response, FCC, Verizon, AT&T, T-Mobile, 

Analysts Don Kellogg and Roger Entner discuss the latest news from Mobile World Congress with special guest Mike Dano, Director of 5G and Mobile Strategies at Light Reading.

1:16:  How is the Mobile World Congress so far this year?

2:30:  Verizon’s introducing a 5G gaming device.

3:30:  More about the show floor and keynotes at the MWC.

6:49:  The CCA Show for small carriers is happening at the same time.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Mobile World Congress, David Christopher, 5G, Mike Dano, Light Reading, Verizon, Qualcomm, Razer, MWC, SpaceX, satellites, Apple

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

technology. 

0:26: There’s a new prepaid brand on the scene: Total by Verizon. Roger shares the scoop.

2:26:  Comparing Total to Metro and Cricket. 

5:35:  The benefits of assisted sales at holiday time.

6:29:  Comparing digital sales and assisted sales now and what worked better pre-pandemic and why. 

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Total, Verizon, pre-paid, Straighttalk, Simple Mobile, Tracfone, AT&T, Leap Wireless, Cricket Wireless, Metro, no contract,

Analysts Don Kellogg and Roger Entner discuss the latest news surrounding satellite technology interacting with mobile phones with special guest Peter Rysavy. Peter is the President of Rysavy Research.

0:44:  Peter shares how satellite technology works today.

1:16:  How are they going to create phone technology in a way that doesn’t have a massive antenna sticking off of it?

2:59:  The applications of this technology.

4:26:  The difficulties facing Starlink and AST Space Mobile on the heels of their satellite announcement.

6:18:  What is the market for emergency services only?

11:41:  Antennas and satellites versus physics - physics doesn’t budge 

Follow Peter on twitter: @peter_rysavy

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, satellite, Apple, Starlink, AST Space Mobile, Theoretical Freedoms, Iridium, GlobalStar, Peter Rysavy, Rysavy Research, Huawei

Analysts Don Kellogg and Roger Entner discuss the latest news regarding the new iPhone 14 announced this week with special guest Patricio Paucar, Co-founder & Chief Product and Marketing Officer at Navi.

0:27:  iPhone 14 was announced with some exciting new features, what are the promotions looking like for consumers?

2:50:  A breakdown of what Verizon is doing with the new iPhone.

8:35:  Where are the net adds coming from? What could increase the net adds?

12:07:  Apple is removing the physical SIM card and introducing an eSim. What are the other new features?

Learn more about carrier device promotions at https://www.yournavi.com/

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, iPhone, Apple, Patricio Paucar, Navi, Apple One, Netflix, Disney+, eSim cards, T-Mobile, 

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

technology. 

0:27: Roger made some bold predictions about Q2 at the end of Q1, was he right?

1:44: The iPhone launches on September 16, could that be enough to turn around Q3?

2:35:  Verizon’s current struggles and what they could do to turn it around.

4:52:  T-Mobile is promoting customers to postpaid from prepaid. Are other carriers catching onto this strategy?

7:35:  What will happen if there is another negative quarter and what next year is shaping up to look like.

9:49: What the FCC has said to Starlink and LTD.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Q2, Verizon, AT&T, T-Mobile, StraightTalk, inflation, budget, prepaid, postpaid, DISH, Boost, 3G, Starlink, LTD, Elon Musk,

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Q2, Verizon, AT&T, T-Mobile, StraightTalk, inflation, budget, prepaid, postpaid, DISH, Boost, 3G, Starlink, LTD, Elon Musk,