0:30: T-Mobile’s Un-carrier announcement.

3:13: TVision in a nutshell.

5:00: Discussion about content creators versus distributors and how they work.

8:45: Comcast’s revenues shift from linear TV to broadband.

11:30: T-Mobile’s aspirations to compete with the MSOs.

0:30: News from Verizon: their quarterly earnings report is out.

3:55: CBRS Band and the difference between 4G & 5G.

5:00: Discussion of dynamic spectrum.

6:35: News from AT&T: their quarterly earnings report is out.

9:14: AT&T’s market strategy with iPhone 12.

11:35:  Discussion of AT&T’s debt refinancing

13:39:  AT&T’s multi-purpose fiber runs.

Verizon’s report:  https://www.verizon.com/about/investors

AT&T’s report:  https://investors.att.com/financial-reports/quarterly-earnings/2020

0:30: News from Apple: Four new iPhone models and how they will perform on 5G networks.

2:20: Verizon’s usage scenario for their 5G network & spectrum.

4:50: Millimeter wave discussion.

5:20: Analysis of AT&T’s spectrum position.

5:50: Analysis of T-Mobile’s spectrum position.

7:00: Innovation of new apps.

7:55: Price & offer comparison of Apple’s new devices between carriers.

11:40: Is this a super-cycle phone?

0:30: House Judiciary Committee Report on Competition in the digital markets.

4:38: Defining “the market”.

6:17: The level of fear the companies instilled in partners/companies.

7:18: Epic versus Apple. 

8:00: Fair compensation.

8:54: What possible actions and their results that could be coming as a result of this report in the United States and abroad.

Full Report:

https://fm.cnbc.com/applications/cnbc.com/resources/editorialfiles/2020/10/06/investigation_of_competition_in_digital_markets_majority_staff_report_and_recommendations.pdf

Minority Response to the Report

https://buck.house.gov/sites/buck.house.gov/files/wysiwyg_uploaded/Buck%20Report.pdf

0:30: Differences between software-defined networking and traditional wireless networking.

2:40: Rakuten Mobile in Japan launched a software-defined 5G network, what this means for Rakuten.  

3:50: How the different components are being assembled for Rakuten and how they are being orchestrated. 

7:40 Implications of software-defined networks for U.S. companies.

Don Kellogg and Roger Entner discuss the telecom news of the week.

0:30: Department of Defense RFI for 5G spectrum. 

4:50: T-Mobile Launches 5G Standalone. 

7:55: Verizon & AT&T complain to the FCC about T-Mobile's spectrum holdings in low & mid-band.

DoD RFI we mention in the opening section: https://beta.sam.gov/opp/4851a65e2b2d4d73865a0e9865b0c28a/view

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, 5G, radar, mobile communications

This week Roger and Don discuss Verizon's acquisition of Tracfone, NVidia's ARM merger and AT&T CEO John Stankey's op-ed on expanding rural broadband.