The Week with Roger

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

0:27: Q1 Earnings reports are coming out soon and the most eagerly-anticipated updates is on fixed wireless - what should we expect over the next year?

2:05: Verizon started later than T-Mobile, due to their C-Band deployment.

2:59: The economics of FWA and the future stimulus money coming from the government.

5:09: What will people do with all the bandwidth?

8:48: The timelines for FWA and fiber are different - are they direct competitors or not?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, fixed wireless, Q1, earnings, cable, DSL, fixed wireless access, Verizon, T-Mobile, C-Band, connectivity, future-proofing, innovation, fiber, FWA, Starlink, 

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with this week’s guest - Erlend Prestgard, the CEO and Co-Founder of Working Group Two. Working Group Two is working toward making connectivity more valuable and useful.

0:57: Erlend shares the core goals of WGTwo’s programmable mobile core.

1:49: How WGTwo’s offerings are different from others.

4:10: There has to be trust because they are at the heart of the network.

5:40: Examples using AWS.

6:56: They are deployed on several MVNOs already - what the real-world differences are.

9:19: Why cloud-native cores aren’t a goal in their business.

10:59: Innovation’s bright side and dark side.

13:59: What Twilio is showing the industry.

15:02: How WGTwo is transforming the industry and why that’s a good thing.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Erlend Prestgard, WGTwo, AWS, mobile core, cloud, SaaS, Telenor, Amazon, Vimla, trust, network, MVNO, 5G, innovation, 6G, Twilio, 

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with this week’s guest - David Christopher, the EVP and General Manager of Partnerships & 5G Ecosystem at AT&T and the Chairman of CTIA.

0:26: David shares the most recent update about 5G.

1:48: What innovations could we expect to happen in this decade?

3:42: 5G is much more powerful than 4G and how we’ve become an on-demand society.

5:28: The innovations that excite David.

8:30: Manufacturing advancements that are being developed; enabled by 5G.

10:10: The advancements that 5G will enable within health care.

11:41: GDP and job advancements coming with 5G.

12:25: 5G is the foundation for innovation and re-architecture. And what that could look like.

15:14: More dedicated spectrum is needed.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, David Christopher, AT&T, 5G, innovation, connectivity, fiber, AI, IOT, AR/VR, Metaverse, network slicing, stand alone core, XR, spatial web, spatial internet, worker safety, blockchain, economy, Edge computing, supply chain, computing, MIMO, CTIA

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

0:29: AT&T just had their Investor Day - what the highlights were.

4:26: How Verizon surprised everyone at their recent Investor Day.

6:10: Verizon improved their revenue estimates.

7:17: How is the market defined these days?

9:22: Thoughts on where T-Mobile will sit after seeing AT&T and Verizon’s presentations.

11:21: T-Mobile now believes they are done with the churn from the Sprint merger.

12:05: Why Don is watching the fixed wireless aspect of the businesses.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, AT&T, DirecTV, investor day, fiber, Verizon, T-Mobile, mobile edge compute, MSO

Analysts Don Kellogg and Roger Entner welcome Bill Stone to the show. Bill is the Vice President of Technology Development and Planning at Verizon.

0:37: Bill shares why C-Band is so important to Verizon.

1:37: How is Verizon on track to exceed their goal for 2023 by the end of 2022?

4:16: Verizon is getting better coverage with C-Band than with AWS thanks to massive MIMO.

5:32: Spectrum efficiency is improving with 5G.

7:01: Bill talks about some of the network challenges of adding fixed wireless into their business.

10:05: How Verizon builds the network with future growth in mind.

11:26: Millimeter wave is a critical part of Verizon’s strategy.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Bill Stone, Verizon, c-band, 5G,4G, AWS, MIMO technology, carrier aggregation, mobile, fixed wireless, suburban, urban, rural, millimeter wave

Analysts Don Kellogg and Roger Entner welcome Leonard Lee and Matt Hamblen to the show. Leonard Lee is the Managing Director & Founder of neXtCurve. Matt Hamblen is the Editor of Fierce Electronics. The topic of discussion is Supply Chain.

0:50: Semi supply chain issues - an update from Leonard.

 2:37: Discussing the example of the auto industry.

5:01: The supply chain will be affected by the Russia-Ukraine conflict.

7:00: Roger shares about his article on resilience.

8:56: Intel is trying to build plants in the U.S., how will this affect the supply chain?

13:09: Recent developments with China and IP.

14:18: The chip shortage is a result of policy.

17:07: Comparison of SE Asian company practices and China.

19:47: The importance of resilience and competitiveness.

Check out Matt Hamblen here: www.fierceelectronics.com

Check out Leonard Lee & The Rethink Podcast: www.next-curve.com

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, supply chain, Leonard Lee, Matt Hamblen, neXtCurve, Fierce Electronics, auto industry, Ukraine, Russia, China, Taiwan, resilience, Intel, Trump, trade, trade partners, Huawei, semiconductors, trade embargo, policies, aspirin, Bayer, patents, ZTE, chip, sanctions, South Korea, economics,

Analysts Don Kellogg and Roger Entner welcome Sampath Sowmyanarayan to the show to talk about wireless broadband and 5G. Sampath is the Chief Revenue Officer at Verizon Wireless.

0:46: Verizon announced their recent 5G fixed wireless at the Super Bowl - what is fixed wireless all about?

3:34: How does Verizon expect businesses to react and what role does C-Band play in this rollout?

7:30: How reliable will this new network be?

10:40: Verizon brought back Jim Carrey as the Cable Guy for their Super Bowl commercial - is this ongoing or a one-time-thing?

Learn more about Verizon’s 5G business internet here: https://www.verizon.com/business/products/networks/connectivity/5g-business-internet/

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon Wireless, Verizon, Sampath Sowmyanarayan, Super Bowl, digitize, C-Band, Broadband, 5G, Verizon Fios, competition, Jim Carrey, advertisements,

Analysts Don Kellogg and Roger Entner welcome Rick Welday to the show. Rick is the Executive Vice President & General Manager of Broadband at AT&T.

1:40: The changes that Rick has made since he took over and what is important to consumers about broadband access.

5:14: How AT&T is addressing security risks.

6:16: What AT&T has to say about simplicity for customers.

10:50: AT&T recently announced its participation in the Affordable Connectivity Plan

14:39: AT&T is a Fixed Wireless Provider - how does that fit into AT&T’s business plan?

Find out more about the Affordable Connectivity Act here: https://acpbenefit.org/

Details on AT&T’s affordable connectivity program: https://www.att.com/help/affordable-connectivity-program/

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, AT&T, Rick Welday, fiber, cable, mesh network, Digital Divide, ACP, Affordable Connectivity Plan, Pandemic, COVID 19, COVID,

Analysts Don Kellogg and Roger Entner do a special edition episode on quarterly earnings as well as discussing the latest news in telecom, media, and technology.

0:33: T-Mobile is very enthusiastic about their 4th quarter performance.

4:49: How T-Mobile compared to Verizon this quarter and where their net adds came from.

7:45: Pre-paid to post-paid conversions were high.

8:49: How it’s going with integrating Sprint into T-Mobile.

12:04: How Charter and Comcast’s quarter looked.

14:14: Will the net add surge continue through 2022?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, T-Mobile, C-Band, Mike Siever, FCC, broadband, Sprint, Charter, Comcast,

Analysts Don Kellogg and Roger Entner welcome Mike Dano to the show. Mike is Light Reading's Editorial Director, 5G & Mobile Strategies and has covered the wireless industry as a journalist for almost two decades.

0:47: Mike shares a bit about his recent article titled “Inside the Messy World of T-Mobile’s Midband 5G Spectrum Licenses.”

2:21: What spectrum does T-Mobile own?

4:04: What happened when one of the organizations that actually owns some of T-Mobile’s spectrum wanted to sell it.

6:09: The situation with Cox Communications and T-Mobile.

7:21: The insights from the AT&T Study that Mike found interesting - reliability versus speed.

12:14: How does the Oculus affect usage and the future?

15:30: Who’s rumored to be developing some AR/VR tech?

Mike’s Article mentioned in this episode: https://www.lightreading.com/5g/inside-the-messy-world-of-t-mobiles-midband-5g-spectrum-licenses/d/d-id/774745

Keep up with Mike Dano’s work at Light Reading here: https://www.lightreading.com/about-us/d/d-id/1

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, T-Mobile, spectrum, spectrum licenses, Clearwire, Nextel, Sprint, 2.5 Spectrum Auction, FCC, WCO, Cox Communications, Verizon, AT&T, AR/VR, Oculus,