The Week with Roger

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

0:27: Verizon’s earnings are out - time to analyze their execution on their plans.

2:55: Even though C-Band deployment was been delayed, Verizon is working to get more markets ahead of schedule.

4:36: What’s Verizon doing with fixed wireless?

6:10: How does Verizon compare to T-Mobile?

7:14: AT&T launched their multi-gig fiber - the initial reports are in.

8:55: AT&T released their earnings report - what it contained.

11:42: Verizon’s number included acquiring Tracfone. What dangers does Roger see about this merger?

13:27: T-Mobile’s strategy for prepaid versus postpaid.

14:47: What’s going on with prepaid churn levels?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, earnings, AT&T, T-Mobile, fixed wireless, fiber, DSL, churn,

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

0:26: The results for Auction 110, 3.45 MHz are in.

2:08: A breakdown of who bid and who won. And who didn’t.

3:58: What AT&T won.

6:22: What could AT&T’s strategy for fixed wireless be?

7:56: What are the plans for the next spectrum auction?

8:47: A breakdown of who else won spectrum at Auction 110.

11:47: This was the third largest auction in recent memory, how the competitive landscape has changed through the different auctions.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Auction 110, 3.45 MHz, Verizon, AT&T, fiber, wireless, broadband, MSO, MVNO, T-Mobile

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

0:28: The Affordable Connectivity Program was passed in November. What is it and why is it important?

1:52: Can it be used for wireless?

3:00: T-Mobile is cautious about the program. Why that could be.

5:46: How each carrier is handling the C-Band deployment.

8:14: What the latest developments are in DISH and DirecTV.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, EBB, Emergency Broadband Benefit Program, Affordable Connectivity Program, low income, T-Mobile, AT&T, Verizon, Spectrum, Jogger, TPG, DISH, DirecTV,

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

0:28: Roger and Don are experiencing Groundhog Day - just when you think C-Band has nothing new that’s newsworthy, the Department of Transportation jumps into the wireless area!

2:23: Verizon has announced their plans for C-Band.

3:36: Verizon is rolling out in HOW MANY MARKETS?

6:24: Verizon has incentives to bundle internet into your phone plan which means competition is heating up.

8:35: How could this development affect the competition ecosphere?

10:43: Speculations about how big T-Mobile’s lead is in C-Band.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, AT&T, altimeters, France, C-Band, 4G, 5G, MSO, SMB, Comcast,

Analysts Don Kellogg and Roger Entner welcome Jeff Moore to the podcast. Jeff is the Principal and Founder at Wave7 Research which monitors wireless competition in the United States.

0:43: Jeff shares about how Verizon’s recent acquisition of Tracfone will affect the retail and consumer markets.

3:15: Breaking down what this looks like at BestBuy.

4:15: Verizon took control of Total Wireless - what this could mean for their business strategy.

6:45: Discussion of Verizon’s history with StraightTalk.

7:29: Jeff shares his thoughts about T-Mobile versus Tracfone/Verizon in Walmart. 

9:27: How this affects the other competitors in the prepaid space.

11:11: Musings about what could happen in personnel and culture after this acquisition.

14:22: How Verizon could be planning to sell more internet access via the prepaid brands.

Learn more about Jeff’s work at Wave7 here.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, Tracfone, Walmart, BestBuy, Target, retail, Lively, Metro, Cricket, Boost, Simple Mobile, StraightTalk, Go Smart Mobile, Page Plus Cellular, 

Analysts Don Kellogg and Roger Entner welcome Diana Goovaerts, Senior Editor at Fierce Wireless, to the show. They discuss what the cable operators are doing with CBRS spectrum.

0:58: Comcast and Charter have bought CBRS spectrum. What they can do with it.

2:14: Are Charter and Comcast going to be competition for the larger companies such as Verizon?

5:20: An outline of how the strategies are different between the two companies.

8:05: How are consumers responding to these offers?

10:59: It seems that T-Mobile and Verizon  are going after the fixed wireless business how will cable companies fight back?

14:28: Shipments of midband and millimeter are on the rise. Who else could be going after those customers?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Diana Goovaerts, Fierce Wireless, Charter, Comcast, CBRS, spectrum, Verizon, Cox, T-Mobile, MVNO, Starlink, 

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

0:26: Roger is upset about something in the wireless business regarding President Biden’s Build Back Better Plan.

3:34: Where the mobile carriers are going to cut spending and what the effects will be on the Digital Divide and the nation as a whole.

5:06: What is going on with the airline industry interfering with C-Band?

8:27: What could happen as the wireless carriers fight with the airline industry.

10:30: Is this kind of issue cropping up in Europe and China?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Build Back Better Plan, Biden Administration, taxes, stock prices, stock market, cap x, economics, economy, c-band, 5G, Digital Divide, FAA, Whitehouse, Boeing, FCC, 

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

0:27: Last week the CEOs and CFOs of all the major network operators spoke at investor conferences. Here's what they said about broadband.

3:19: The role that millimeter wave could play for T-Mobile and Verizon.

4:26: The economics of using extra capacity in the network.

6:22: Is there an opportunity to upsell mobile customers to broadband or vice versa?

8:40: The carriers have started reporting net adds for fixed wireless - what should we look for to see how successful they are in their efforts.

10:22: How the buildout money from the government is distributed and how this looks for rural areas.

13:18: How could Manon Brouilette, the new CEO of Verizon’s Consumer Group, change things based on her background with Videotron?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, broadband, Fios, T-Mobile, millimeter wave, MSO, MNO, AT&T, fiber, Manon Brouilette, Videotron, 

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

0:27: Roger and Don share about the Mobile Intender Survey research they are doing and some of the results.

2:15: What was driving customer happiness in October? What then happened in November?

4:29: How did Black Friday affect the net promoter scores?

5:10: What this could mean for the 4th Quarter across the industry.

6:21: Is there a window of opportunity for one of the carriers to jump through to offer deals and bump their net promoter scores?

7:02: T-Mobile has turned on their mid-band spectrum - how this affects customer perception and each of the carriers.

9:40: How the carriers are using advertising and how that’s showing up in the surveys.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Mobile Intender Survey, survey, net promoter, net promoter score, handset promotions, AT&T, 4th Quarter, T-Mobile,

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

0:27: Roger shares about the white paper he wrote on the pandemic’s influence on broadband performance.

1:50: Fixed broadband was utilized more than the wireless networks.

2:31: Why did broadband perform as it did during the pandemic?

5:46: Comparing the U.S. and Japan in terms of broadband performance.

7:07: How Smart TVs affect broadband.

Check out Roger’s White Paper and study results in detail here: bit.ly/3HtAywL

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, broadband, pandemic, COVID, COVID-19, network, peak usage