The Week with Roger

0:26: The 3.45 Auction is heating up. How the Spectrum Screen works and how it is supposed to work.

3:35: T-Mobile managed to lock out the bigger  players in the 600 mhz auction and got everything they wanted.

4:50: How much spectrum each carrier has  - do they have competitive parity?

6:26: Why the Sprint and T-Mobile Merger wasn’t the time to bring up competitive advantages and disadvantages.

7:30: Will a ruling come out before the 3.45 Auction?

10:27: Verizon has placed their bets on C-Band which isn’t active just yet.

12:34: The FCC is politically deadlocked - what could happen?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, 3.45 spectrum, FCC, Clearwire, Sprint, Verizon, AT&T, T-Mobile, PC Magazine,

Analysts Don Kellogg and Roger Entner discuss Open RAN with Editor-in-Chief of Fierce Wireless Linda Hardesty.

0:26: How Open RAN has become politicized.

2:27: What are the security concerns with Huawei?

4:54: What is open about Open RAN.

5:47: Some complaints about Open RAN and the Open Ran Alliance, how security is handled.

8:01: How will bugs and issues be found in Open RAN code?

8:57: There is no such thing as absolute security.

11:23: Nokia announced it is pulling out of the Open RAN Alliance.

14:34: Will all the Open RAN upstarts be acquired by bigger players?

15:41: Open RAN solves some problems - what benefits it brings in terms of innovation.

16:59: Open RAN is already chipping away at the big vendors.

Check out Linda’s latest articles at Fierce Wireless here.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Open RAN, Open RAN Alliance, Huawei, ZTE, security, Ericsson, Samsung, Nokia, open code, China, Politics, Edward Snowden, ONAP, Rakuten,

0:33: On October 5th the FCC is auctioning off 100 mhz of spectrum between 3.45 and 3.55. Who are the bidders and why they may be bidding on it. Who’s missing from the list?

3:35:  Companies are limited on the amount of spectrum they can win in the auction.

4:15: Will DISH be bidding on this mid-band spectrum? Why?

7:50: The days are gone of the partnership between T-Mobile and DISH. They are likely able to figure out what each other wants and they may try to trip each other up.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, AT&T, DISH, Charter, Comcast, Verizon, CBRS, FCC, auction

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

0:26:  T-Mobile was in the news for losing personal information for 49 million customers. 

2:57:  What happens to T-Mobile customers impacted?

4:13:  How this breach apparently happened.

5:04:  California Public Utilities Commission issued a statement regarding testimony around T-Mobile keeping CDMA bandwidth after the Sprint merger. 

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, hack, information security, Charlie Ergen, California, 

Analysts Don Kellogg and Roger Entner welcome Scott Moritz from Bloomberg to discuss the latest news about DISH.

0:26: Scott Moritz recaps his latest article and goes in depth on how DISH is relaunching Boost and launching a new 5G beta in Q4.

3:45: What is “Project Manhattan” and how is Charlie Ergen leading his company?

6:02: How AT&T helped DISH through their wholesale deal.

8:35: What could the timeline look like after the Beta Test.

9:35: Why DISH is choosing to start in Las Vegas and Florida.

10:35: How will DISH likely differentiate to gain customers?

13:20: Part of the success T-Mobile has seen has come from their merger - how vested are regulators in creating a fourth network in the US?

You can find Scott’s latest articles for Bloomberg here.

0:26: An update about NVIDIA buying ARM - and what the complicating factors are.

1:36: The sequence of how NVIDIA should go about filing for permissions.

4:02: Why Japanese Anti-trust approval should be easy.

4:33: Why the FTC could present a significant hurdle.

6:43: NVIDIA hasn’t filed in the EU yet.

8:54: What could happen if the merger isn’t approved in all of the anti-trust bureaus?

10:27: How Chinese law works in regard to the merger.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, NVIDIA, Arm, acquisition, merger, CMA, Brexit, AMD, Xilinx, FTC, DOJ, Huawei, Softbank,

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

0:26: T-Mobile has released their Q2 Earnings Report.

4:38: T-Mobile shared data on its rural buildout. 

7:49: T-Mobile reported that they beat Verizon’s business-sector churn. 

9:35: T-Mobile’s projections for net adds - is it too aggressive or right on track?

12:39: Comcast shared their Q2 Earnings Reports for the wireless portion of their business. 

19:03: Is the MVNO business model working? Is a hybrid MVNO a good strategy?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, Earnings, Quarterly Report, Tracfone, account growth, AT&T, Comcast, Altice, DISH, US Cellular

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

0:27: Earnings season is here again! Verizon’s results were strong. 

3:42: AT&T has released their results as well, how do their business sector results compare to Verizon’s.

4:30: How Verizon’s “Greatest Upgrade Promotion Ever” has affected their numbers.

5:39: Verizon’s gross adds are up.

6:14: AT&T is kicking ass - How do their numbers compare to last year’s.

8:26: Service margin for both carriers was down, how that affected overall profitability.

9:18: How big will the switching pool get?

11:03: Is T-Mobile making progress in the business sector?

12:39: DISH and AT&T have made a roaming deal - details and data comparison between carriers and their wholesale contracts.

17:49: AT&T can ask DISH to use some of their spectrum - what those requirements are.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, earnings, Q2, Q2 earnings,quarterly earnings, BOOST, T-Mobile

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

0:26: Dish’s plans in the virtualized network space and how they’re working with AWS.

6:00: Comparing Facebook’s data center model to AWS.

8:40: With this big change in the way computing is done, what is likely to happen to other networks and carriers - and who owns the equipment?

12:54: Differing corporate cultures impact each carrier’s strategy and speed of implementation in switching over to a virtualized network.

15:14: The economics of MVNOs favor large players and network operators: will virtualization change that dynamic?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, DISH, AT&T, virtualized network, AWS, cloud, Rakuten, Amazon, Facebook, distributed computing, OpenRAN, Microsoft, Title II, Comcast, Verizon, T-Mobile, 

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

0:26: How the large carriers are tackling the problem of churn-reduction.

1:40: Churn percentage comparison between smaller and larger carriers - and why that matters.

4:30: How T-Mobile is handling churn-reduction.

5:52: Are these retention offers going to be the new normal?

7:22: Q2 numbers aren’t out yet, but what the numbers we do have indicate for AT&T and T-Mobile.

9:33: T-Mobile is struggling with Sprint legacy customers - why are they handling that churn the way they are?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, AT&T, Verizon, churn, T-Mobile, Charter, Comcast,