The Week with Roger

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Raza Khan, Senior Market Manager of Wireless Products at Semtech to talk about the intersection of 5G and Optical Technology.

0:46: Raza shares about the role that Optical Technology plays in 5G.

2:02: Upgrading the base stations that enable the 5G rollouts - what part Semtech plays and the reasons we need these upgrades.

6:58: The exciting use-cases that are closer to reality now with almost zero-latency processing.

9:51: This also lays the groundwork for 6G - thinking about the advancements coming over the next 15 years.

12:04: Are we living in a world of perpetual promise and no payoff?

14:41: How do 5G and Optical change the idea of smart cities and how does the geo-political landscape affect smart cities?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Raza Khan, Semtech, optical technology, 5G, 4G, C-band deployments, millimeter wave, virtual reality, MetaVerse, machine learning, AI, 6G, autonomous cars, holograms, Ready Player One, smart cities, Tri-edge, MIMO, Pete Fox

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

0:27: The promotions the wireless carriers have right now - the industry is working through a price-increase right now.

2:22: Don gives the details of T-Mobile’s recently-launched plan.

4:05: AT&T is changing their HBO MAX offer and if that’s a good idea or not.

8:18: Was the rush into content just a way to justify 5G?

11:06: It makes sense to bundle a Fixed Wireless Plan to partner with a content provider but will the consumer be able to get away from the cable companies if they like sports.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, T-Mobile, Verizon, inflation, AT&T, 5G, 

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Finbarr Moynihan, GM/VP of Corporate Marketing at MediaTek and James Chen, AVP of Product Marketing at MediaTek.

0:44: Finbarr shares about the new Genio Mobile 1200 Chipset

2:53: The kinds of devices the Genio Chips might go in.

6:17: Finbarr shares about the Dimensity 1050 - how is it different from previous versions? 

10:11: James gives an overview of the new WiFi7 and their Filogic products and what they will do for consumers.

13:44: WiFi7 will use a new bit of spectrum and will be faster. How else will this benefit consumers?

17:30: A comparison between WiFi6 & WiFi7. How much latency reduction will there be?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, MediaTek, Finbarr Moynihan, Genio 1200, smart appliances, smart home, smart fitness, Peloton, POS Terminals, point of sale, AI, artificial intelligence, 5G, MLO, WiFi7, white paper

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Tore Gillbrand, the Vice President of Global Product Management at Hitachi Energy.

0:44: Tore shares about Hitachi’s role in the world of 5G.

2:22: Examples of actual use-cases for 5G that Hitachi is seeing.

4:40: A deeper dive into electricity meter monitoring with 5G in regard to consumers and energy companies.

6:51: The grid-control applications of 5G.

9:14: The connections between renewable energy and 5G that Hitachi is seeing around the world and in the U.S.

12:16: 5G can play a role in minimizing risk of wildfires - Tore shares how.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, Tore Gillbrand, Hitachi Energy, 5G, electricity, distribution, transformers, renewable energy, solar panels, solar power, wind power, wildfire, 

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week they are joined by Brett Clark. Brett is a Senior Director at Recon Analytics.

0:36: Roger shares about the MediaTek event that he recently attended - specifically regarding the Dimensity9000 chip. 

3:27: What QualComm is doing in terms of diversifying.

4:57: QualComm wants the software in cars to be updatable beyond the new car lot.

6:06: Roger was impressed with a presentation about the real life applications of 5G.

7:07: DISH’s event was focused on what they are doing in the mobile industry.

10:03: Where DISH needs to step it up and where they are struggling.

13:44: Signal Research just launched a report covering Rakuten’s strategy in Japan.

15:03: How fast can DISH build out their network?

16:35: Amazon and Microsoft don’t just want to work with ONE company - they want to work with them all.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, QualComm, DISH, MediaTek, chips, Amazon, dimensity9000, Android, connectivity, automotive, OPENRAN, Amazon, Samsung, Rakuten, AT&T, 

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

This week Roger and Don invite Jeff Blum-  EVP of External and Legislative Affairs at Dish, Chip Pickering - CEO of InCompas and Andrew Schwartzman - Senior Counselor at the Benton Institute for broadband & society on the podcast to talk about the 12 GHz band and why they believe it should be repurposed for wireless use.

 0:57: Jeff shares the history of the 12gHz band and how it’s been used traditionally.

3:35: The 12 gHz band could be used quickly to help 5G, but it sounds high, so how does its propagation work and what about interference?

4:26: Jeff shares the speeds possible on this band.

5:16: Chip shares about the coalition Incompas is part of.

7:12: This coalition puts emphasis on closing the Digital Divide.

8:39: The Benton Institute’s interest in 12gHz is divided between 3 main areas.

11:01: Now that the plan is to change the use of the 12 gHz band and the price of use will likely be higher, how is that in the public interest?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, 12 gHz band, Jeff Blum, Chip Pickering, Andrew Jay Schwartzman, Benton Institute for Broadband & Society, Incompas, DISH, DirecTV, FCC, auctions, 5G, 3G, 4G, ORAN, the Digital Divide, CBRS, competition, Starlink, 

Follow Jeff on twitter: https://twitter.com/jeffblumdish

Follow Chip on twitter:  https://twitter.com/chippickering

Follow Incompas on twitter:  https://twitter.com/incompas

Benton Institute on twitter: https://twitter.com/Benton_Inst

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

0:27: Earnings Reports are out! What Comcast and Charter reported.

1:42: Roger’s thoughts on T-Mobile’s report. Why their account net add numbers are interesting.

4:46: Why T-Mobile’s fixed net-adds are exciting and what that looks like for DISH.

7:47: How AT&T did in Q1.

8:40: T-Mobile’s churn turnaround.

9:44: Verizon’s numbers for Q1 - what was good and what wasn’t so good.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, ComCast, Charter, T-Mobile, net-adds, earnings reports, revenue, churn, Sprint, CDMA, DISH, 3G, AT&T, John Ledger, Mike Sievert, Q1

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

0:27: T-Mobile has filed for temporary authority to operate between 6110-6190 mHz. Why that would be attractive to T-Mobile and what they’re likely to do with it.

3:43: Does this mean that they don’t have enough licensed spectrum for their goals and why is that much spectrum available?

5:47: Why this is interesting from a rural perspective. And will the other carriers be interested in that spectrum as well?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, offload, CBRS, LTE, spectrum,

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

0:26: Deutsche Telekom has increased their stock in T-Mobile - what that means for Deutsche & T-Mobile.

4:11: Will this change in ownership change T-Mobile’s trajectory and long-term plans?

6:38: The relationships between major carriers and adtech.

8:57: What are the ripple effects likely to be in the U.S. mobile ecosystem after Deutsche Telekom gets 50% ownership of T-Mobile?

10:03: What SoftBank’s relationship with T-Mobile is now.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, T-Mobile, SoftBank, Deutsche Telekom, AT&T, Google, adtech, information collection, data collection,

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

0:26: Roger shares about the latest version of the Build Back Better plan and its impact on infrastructure.

2:11: How the taxing structure works for wireless today and a rundown of each of the challenges facing each carrier if the tax write-offs are removed and the larger effect on the U.S. Economy.

6:39: What are the benefits to the economy from the tax write-offs?

8:22: Much of the OpenRAN innovation is happening in the U.S., what could happen if that stops?

9:45: The next steps for the new Build Back Better Plan in the Senate.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Build Back Better, funding, Biden Administration, infrastructure, tax deductions, spectrum auctions, spectrum, capital expenditure, Wall Street, 4G, DISH, T-Mobile, AT&T, Verizon, 5G, rural America, rural access, fixed wireless access, jobs, innovation, generational leadership, AWS, Microsoft, Airspan, Mavoneer, OpenRAN, funding, taxes,