The Week with Roger

Analysts Don Kellogg and Roger Entner break down how the infrastructure bill that Congress passed will influence the telecom industry and how it might level the playing field for rural providers.

0:41: How does the infrastructure bill that passed this week impact the telecom industry?

4:41: Will the federal funding for fiber level the playing field for rural telcos?

7:32: Where does this leave cable providers?

9:30: Is everybody eligible for the funding from the bill or are there restrictions?

10:34: How the increase in remote working may affect how the bill is implemented.

11:25: Other factors affecting how the bill will be rolled out.

Analysts Don Kellogg and Roger Entner welcome Dan Meyer to the show. Dan is the Editor-in-Chief of SDxCentral, a publication that covers the software-defined space.

0:52: Roger shares the news of leadership changes at Verizon.

2:03: Who’s gone from T-Mobile?

3:57: Who the clock is ticking for.

5:40: Roger is waiting for a flattening of the AT&T Corporate structure.

8:44: What’s happening with back-end deals with cloud companies and hyper-scalers versus legacy carriers?

10:40: How is Google faring?

12:15: The carriers’ traditional roles are being challenged and overhauled.

14:20: DISH just reported - what that looked like and what they are likely to do moving forward.

Keep up with  Dan’s work at SDxCentral.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Dan Meyer, SDxCentral, Verizon, leadership, pressure, investor troubles, Altisse, AT&T, Microsoft, T-Mobile, Google, Amazon, AWS, DISH, 

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

0:50 Taking theCharter and Comcast footprint into account when looking at their results their

new multi-line accounts

3:26 AT&T continues to lead in postpaid phone nets

4:10 What impact did the late-quarter release of the iPhone 13 have on net adds?

7:01 What are investors missing in the AT&T quarterly numbers?

8:05 Why all the defensiveness from T-Mobile? They had a very strong quarter.

9:30 Wireless carriers are frustrated about the price of their stock

12:15 Verizon is preparing for a massive ramp in their wireless broadband subscribers

12:45  Increased broadband competition in rural areas is coming

17:01 Roger's top-line predictions for Q4

18:40 The impact of supply chain on Q4

24:40 T-Mobile has been tracking network perception… but why won't they say who the leader in

network perception is?

Tags: #5G #Verizonwireless #ATTwireless #TMobile #Comcast #Charter #Broadband #Fiber #SupplyChain #QuarterlyEarnings #DonKellogg #RogerEntner

Analysts Don Kellogg and Roger Entner welcome Peter Linder from Ericsson to discuss the Digital Divide. Peter is the Head of 5G Marketing for North America at Ericsson.

0:26: The results of Ericsson’s study on the Digital Divide in the U.S.

2:03: How the Digital Divide most impacts rural America.

4:06: How the pandemic has changed the demand for internet services.

5:10: How far fiber could take us to solve the demand.

8:03: Different technologies that can be used in very rural communities.

9:42: The results of looking at the fixed versus mobile divide.

11:09: What about the segment of people who don’t want an internet connection?

14:13: What are the urban, suburban, and rural differences?

View the report here

Keep up with Peter on Twitter.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Peter Linder, Ericsson, digital divide, fiber, satellite, fixed wireless access, rural, remote healthcare, education, small business

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

0:38: It’s earnings season again! How did Verizon fare with their most generous offer yet in Q3?

4:54: Consumer versus Business analysis for Q3. 

8:04: Verizon actually gave a breakdown of their fixed wireless numbers.

10:42: How did Tracfone do?

11:45: Walmart started selling T-Mobile pre-paid phones.

13:38: What Verizon could be planning to do with Tracfone.

16:37: What they’re looking for from the other carriers in Q3.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, Verizon, Tracfone, pandemic, supply chain shortages, fiber, DSL, fios, AT&T, C-Band, Tracfone, StraightTalk,Walmart, America Mobile, Safelink,

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

0:26: Cox Communications filed a lawsuit against T-Mobile, in January 2021, and a ruling has been made.

2:10: A brief history of why there would be an exclusivity agreement with T-Mobile and Cox Communications.

4:38: It looks like Cox is stuck with T-Mobile and higher-than-market rates right now. The DOJ & FCC may get into the disagreement.

6:20: Mobile X is launching on Verizon.

7:46: T-Mobile seems to be moving out of MVNO carriers. What benefit would that have to them?

9:11: Visible is in the news this week for a data breach.

12:36: Timeline for the Tracfone merger - will it get approved with the current makeup with the FCC?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, MVNO, Cox Communications, T-Mobile, Sprint, Charter, Comcast, Altice, Verizon, Charlie Ergen, Boost, John Legere, Tracfone, FCC, MobileX

Analysts Don Kellogg and Roger Entner welcome Jon Pelson to the podcast. Jon is the author of Wireless Wars: China’s Dangerous Domination of 5G and How We’re Fighting Back. 

0:40: Jon shares why China’s involvement in 5G is concerning at this time in history.

5:05: Why Huawei should worry us compared to other companies.

6:24: What did Lithuania warn their citizens about?

8:17: The danger of allowing untrustworthy devices into networks.

8:48: What happens to those who speak out against the Chinese Communist Party’s agenda and what the West can do to stand up against them.

12:17: The role that innovation and invention plays.

15:20: What Open RAN could do to the markets.

16:36: What Huawei is doing in Ethiopia and other parts of Africa.

18:47: How does foreign aid work with the U.S. vs China.

21:57: What is the idea behind “China 2025”?

22:34: The effect of the Trump Administration’s Sanctions against Huawei

Check out Jon’s book here.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, ZTE, Huawei, 5G, spying, supply chain, throttling, African Union Center, China, Chinese Communist Party, Nokia, Ericsson, Jack Ma, Open RAN, Ethiotel, neo-colonialism,

Analysts Don Kellogg and Roger Entner welcome Dan Hesse, former CEO of Sprint and current Chairman of the Board of Akamai Technologies, to the podcast. 

0:26: Dan shares about the Digital One Rate Plan he developed during his time at AT&T - “creative destruction”.

8:49: How he tackled figuring out how to make his creative destruction make sense for the company.

10:43: The importance of the separate parts of the company being willing to change everything with the Digital One Rate Plan.

16:50: Dan took over Sprint when it was heading toward bankruptcy - how he had the courage to do something different again.

25:19: How his relationship with John Legere influenced T-Mobile’s plans. 

28:39: The importance of creativity when you have 90% market share.

Follow Dan Hesse at www.danhesse.com

On twitter: https://twitter.com/danhessenews

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, creative destruction, AT&T, Sprint, Dan Hesse, Digital One Rate Plan, company culture, Ericsson, Nokia, T-Mobile,

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

0:28: In the third week of September, the CEOs of AT&T, Verizon, and T-Mobile spoke at the Goldman Sachs Communicopia Conference on their visions of the future. What John Stankey of AT&T revealed about AT&T’s focus.

2:36: The importance of teasing out what John Stankey did NOT talk about.

6:04: AT&T’s churn strategy - are others playing the same game?

7:11: Verizon is getting more money out of their existing customers rather than playing the net-add-game. What Hans Vestberg said about Verizon and what can be extrapolated from that information.

12:17: Mike Sievert of T-Mobile shared that their premium plans are growing. What else did he share about T-Mobile?

19:26: Verizon’s potential difficulties in differentiating themselves in the market. 

21:23: Who struck a deal with Apple for Apple TV+?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Goldman Conference, John Stankey, T-Mobile, Verizon, Hans Vestberg, Mike Sievert, data breach, fiber, Yahoo, AOL,

Analysts Don Kellogg and Roger Entner discuss the new iPhones with special guest Avi Greengart from Techsponential. 

0:26: Avi shares his thoughts on incremental upgrades with the new iPhone 13 lineup that was announced recently. 

1:26: An overview of the larger carriers’ offers on the new iPhone line and who might benefit from it.

3:02: A few really interesting findings with this new lineup.

6:01: What was in the fine print that Apple didn’t announce and what that means for consumers.

7:22: Camera enhancements are driving a lot of the upgrades for phones.

9:20: What effect will these new phones likely have on the carriers’ bottom lines and what else is playing into the year-over-year comparison.

10:41: Speed - what does it matter and what difference does 5G make?

14:03: Predictions on who will come out on top after these upgrades happen.

Follow Avi’s work at Techsponential here.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, iPhone, iPhone 13, Avi Greengart, Techsponential, Verizon, AT&T, T-Mobile,