The Week with Roger

In Episode 42, analysts Don Kellogg and Roger Entner discuss the answers to the meaning of life and everything, as well as the latest news in telecom, media, and technology.

0:25: AT&T made a big announcement about how they will operate their 5G network moving forward.

3:04: Microsoft is the new leader in mobile cloud with Azure for Operators.

4:33: How this move by AT&T could impact the other carriers.

7:33: What could be coming up next?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, software defined networking, virtualization, greenfield networks, AT&T, Microsoft, 5G, cloud, Azure, Amazon, DISH, multiplayer online gaming, Fortnite, network, Verizon, T-Mobile, Orange,

0:25: The latest update on the broadband infrastructure plans.

1:43: Broadband infrastructure - fiber’s challenges and satellite’s challenges.

4:56: There seem to be lots of delays in a number of key policy-creating agencies. What could be causing the delays?

9:04: The first bill the new House passed was Title II Net Neutrality.

10:11: 3.45 Auction is coming up in October - what we can we expect?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, broadband infrastructure, FTC, Lina Khan, FCC, Jessica Rosenworcel, regulations, public policy, DOJ antitrust, DOJ, Facebook, Net Neutrality, Sprint, T-Mobile, DISH

0:26: The CFOs from all three national carriers talked at the Credit Suisse Communications Conference last week. What did Pascal Desroches of AT&T have to say at the conference?

3:40: AT&T has renewed their focus on growing organically as opposed to gobbling up other companies.

7:10: AT&T continues to talk about record-low churn.

7:50: Peter Osvaldik, of T-Mobile, talked about the merger’s progress - and how they are accomplishing it ahead of schedule.

13:00: T-Mobile plans to decommission 35,000 macro sites.

13:48: T-Mobile has three big expansion targets but they haven't yet reported progress against those goals

This week, analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with a special guest - Andre Fuetsch, EVP and Chief Technology Officer at AT&T.

0:24: Andre shares AT&T’s perspective on ORAN.

3:43: Where Andre sees OpenRAN making its entry into AT&T.

6:46: How AT&T is planning a phased approach to OpenRan deployment.

8:50: How ORAN works with the move to standalone 5G network.

12:36: Other factors playing into AT&T’s delivery of OpenRAN.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Andre Fuetsch, AT&T, ORAN, 5G, open source,

0:26: Verizon announced a shift in their offer strategy - what that looks like and why.

2:28: Which plans qualify for the incentives.

3:43: The industry as a whole is doing better than anyone thought.

5:56: Verizon has traditionally used content to pull in customers, what’s really happening with Fios and Disney+? 

10:25: Comparing the new plans with the older plans.

11:38: Now that AT&T and Verizon are offering aggressive plans - will T-Mobile follow suit?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, economy, rebound, Uverse, DirecTV, AT&T, Charter, Comcast, Disney+, Netflix, T-Mobile,

0:26: The Whitehouse released a fact sheet with what they want to see come out of an infrastructure bill. A brief history from then until now.

2:07: Why the fact sheet is antagonistic towardss the private companies in the broadband space.

4:07: The second proposal that the Whitehouse and Democrats want.

5:36: What FCC Commissioner Carr had to say about all this.

6:24: Should those who benefit from the internet contribute toward universal broadband?

7:30: What needs to happen for any of this to move forward?

9:22: Is there a way around the objections?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, broadband, fiber, rural, private investment, progressive Democrats, fixed wireless, government, Title II, Silicon Valley, innovation, Commissioner Brendan Carr, Google, Netflix, Amazon, net neutrality,

0:25: BIG NEWS: AT&T is merging Warner Media with Discovery. What does this mean for both companies?

3:44: The investment community was worried about AT&T’s acquisition - but no one has made a peep about Discovery. There will be winners and losers in this streaming war.

5:05: What’s happening to AT&T’s adtech units? 

6:55: Deutsche Telecom wants to own more of T-Mobile - what could that look like?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, 5G, fiber, c-band, AT&T, Warner Media, Discovery, HBO PLUS, HBO MAX, streaming, T-Mobile, Deutsche Telecom, 

0:25: Eric shares about Airspan and their role in wireless infrastructure.

1:33: OpenRAN - where Eric sees it heading and how Airspan bridges the gaps.

6:36: Eric discusses 5G and the 5700 in the CBRS band.

8:53: DAS versus Neutral Host.

10:35: Airspan has recently announced they are going public. Why now?

Follow along with Airspan’s innovations on

their website.

Airspan, Eric Stonestrom, OpenRAN, 5G, MIMO, CBRS, CBand, telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics

0:25: T-Mobile reported their Q1 earnings - what the numbers looked like.

2:16: Looks like the stimulus held off prepaid growth - that has affected T-Mobile’s numbers.

4:27: How did the acquisition of Sprint affect their numbers?

5:26: What their Enterprise Market penetration looks like.

6:14: Statistics for several areas of interest were missing from this report.

8:09: There’s a showdown coming - what could that look like?

10:00: AT&T is no longer playing defense - the carriers are likely to become more aggressive with deals as the year moves along.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, prepaid cellular, postpaid cellular, Q1, Mike Sievert, iPhone, T-Mobile, AT&T

0:28: Q1 Earnings announcements from Comcast, Charter, and DISH. What the numbers mean.

2:42: Comcast changed their pricing structure.

4:21: Altice is trying to be defensive with their pricing structure.

 4:49: How Charter and Comcast are positioning themselves with their CBRS purchases.

6:04: DISH is struggling to keep up with the post-pandemic economy.

7:07: Historically what’s happened in  prepaid vs postpaid cellular plans in recessions. And how that’s affecting DISH.

10:33: Google, Apple, and Facebook released their revenue numbers this week too.

11:22: The chip shortage - what’s happening with that?

12:36: What does the drought in Taiwan have to do with the chip shortage?

13:26: Big Tech is posting big increases while under scrutiny for antitrust.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Comcast, Charter, DISH, Altice, Q1, earnings reports, chip shortage, Google, Facebook, Apple, Epic,