The Week with Roger

0:25: Verizon announced their Q1 earnings this week. 

2:02: Verizon Media had their second consecutive quarter of growth.

3:18: Is Verizon’s strategy a good one? 

5:25: How the death of cookies might impact Verizon.

6:28: Verizon wants to grow the value of the accounts they have.

7:11: Verizon is proud of their content distribution - is that a wise idea or not?

10:17: A summary of AT&T’s Q1 earnings.

13:49: AT&T’s practices have stopped their churn.

15:24: AT&T is walking a fine line of consumers being on their contracts too long - will that come back to bite them?

18:55: Speculations about T-Mobile’s Q1 announcement and how that could stack up against AT&T and Verizon.

telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, prepaid, T-Mobile,

0:25: Verizon spent more than any other carrier - most on the A-Block. Adam outlines what they will be doing with it.

2:33: Verizon has already made some announcements with the tower system that will accelerate the buildout.

3:33: Can Verizon use the same equipment for C-Band and CBRS spectrum?

6:19: Propagation characteristics of higher frequency spectrum - Adam shares how Verizon is solving for in-building penetration.

8:34: Where does C-Band fit into plans for wireless home internet?

11:25: Why spectrum depth in rural markets is important.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Adam Koeppe, Verizon, fixed wireless, C-Band, 5G, 4G, mobile

0:25:The Biden Administration released an infrastructure proposal and includes a plan to close the broadband gap - what that looks like.

2:16: Why many Democrats on the hill are excited by this announcement.

2:50: Which talking points are causing alarm and why.

5:07: How moderate Democrats may react to this legislation.

6:44: The Whitehouse isn’t getting too specific on things such as price control.

8:13: Recon Analytics just did a survey and recently released results on how to close the broadband gap. 

9:09: Examining how we can fund these subsidies.

10:53: These are bi-partisan and cross-industry issues - where should subsidies be directed?

13:14: What does Agriculture have to do with broadband?

15:05: We need better strategy over how money is spent - could we possibly see a new department created?

16:50: When to expect details to emerge on the Biden Plan?

20:36: Who are the key players on Capitol Hill?

23:15: How the internet service providers could impact the legislation.

Follow John’s work at POLITICO: https://www.politico.com/staff/john-hendel

0:26: T-Mobile has made the news headlines recently for retiring T-Vision after rolling it out just 5 months ago! The problems that have likely contributed to this decision. 

4:00: Google is T-Mobile’s new RCS provider - what that looks like.

6:30: How the carriers could monetize RCS.

8:37: What was the one thing missing from T-Mobile’s announcement that the world has been waiting for? 

10:34: Apple has their own proprietary messaging standard, will they choose to play nice with the other tech giants?

12:05: T-Mobile recently changed their privacy changes from “opt-in” to “opt-out”.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, T-Vision, content, complaints, Hollywood, Google, Netflix, Verizon, DirecTV, RCS, AT&T, Rakuten, Sprint, ecommerce, advertising, cross-carrier RCS,

0:29: Roger defines network slicing and its main differences from Private Networks.

2:30: Benefits of Network Slicing. 

4:11: You can buy a slice of network - what does that look like?

8:16: Industrial use cases and how network slicing fits.

12:30: Other use cases for slices of network - drones and gaming.

0:26: What are the challenges around broadband access - especially for low income, rural, and POC. Why this is an urgent issue.

3:33: An examination of the trends in broadband access.

5:00: Dr. Lee shares her story about how she served those excluded from broadband access.

9:59: The reasons that people aren’t connected.

11:43: How a national program could help solve those problems.

12:26: How remote learning will affect African American and Latino students - but there’s a light at the end of the tunnel.

14:40: A discussion around expanding the funding formula.

17:17: It’s time to rethink where the money sits.

19:24: The No Child Left Offline initiative - what is it and what could it do?

Learn more about Dr. Lee here: https://www.drnicolspeaks.com/

Follow Dr. Lee on twitter @drturnerlee

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Dr. Nicol Turner Lee, TechTank, Center for Technology Innovation, Brookings Institute, Tech New Deal, FCC, Federal Communications Center, pandemic, COVID, COVID-19, coronavirus, urban, rural, adoption utilization, economic opportunities, workforce opportunities, President Biden, machine learning algorithms, remote learning, American Dream, universal services contract, broadband insecurity, 

0:26: Drew shares about the big winners from the C-Band Auction.

1:14: What happened with DISH?

2:10: Cable walked away.

3:33: How will the national carriers pay for their winnings at the auction? 

4:43: How network quality affects the networks and the big question about building out the networks.

7:30: Verizon has done a lot of upgrading already - including radios which are compatible with its A-block spectrum

9:00: How well does 3.5Ghz spectrum penetrate walls and into buildings?

10:44: C-Band winners are facing a significant build out in order to use the spectrum indoors.

11:57: What is the comparison between what’s happening in Asia and European markets and the C-Band Auction?

14:27: Predictions about what c-band spend will mean for future auctions.

Follow Drew Fitzgerald here: https://www.wsj.com/news/author/drew-fitzgerald

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Drew Fitzgerald, Wall Street Journal, Verizon, AT&T, T-Mobile, tech, C-Band Auction, cable, DISH, CBRS, Charlie Ergen, virtualized RAN, Open RAN, PCS spectrum, 

0:26: What can be learned from the change in leadership, and subsequent strategy changes, at the top three mobile carriers?

4:24: Since T-Mobile has snapped up a large share of the “low hanging fruit” from other carriers, how their strategy seems to be changing.

5:50: T-Mobile and rural America - how will T-Mobile grow beyond their traditional footprint?

7:20: All of the top talent working at the companies know each other and have often worked together at other companies.

8:24: Comparing Verizon under Hans Vestberg to Verizon under his predecessors.

12:40: Verizon is betting on content - a wise bet or not?

16:00: Comparing AT&T under John Stankey to AT&T under his predecessors.

17:51: How AT&T reacted and pivoted after Sprint was acquired and no longer the “low rung of the carrier ladder”.

20:09: How low cost of capital has impacted the wireless carriers.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T- Mobile, AT&T, Verizon, leadership, Mike Sievert, Q4, net adds, ARPU, ARPA, strategy, rural expansion, Hans Vestberg, 5G, COVID-19, COVID, Coronavirus, John Stankey

0:25: DISH just released their 4th Quarter numbers which closes out the prepaid carriers.

2:30: It seems that COVID-19 is no longer negatively affecting the wireless market.

3:08: Was it a good business move for Verizon to buy Tracfone in the current market?

4:07: Tracfone is going through a transformation.

5:10: DISH announced some interesting things about the Sprint CDMA network.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, prepaid, Q4, DISH, T-Mobile, US Cellular, Tracfone, Boost, net adds, stimulus, GDP, Verizon, cellular, postpaid, StraightTalk, recession

1:02: Discussion of an article by Mike Dano that outlines an innovative plan to use their spectrum acquisition.

2:14: The secondary market for spectrum is alive and well.

3:35: San Diego Gas & Electric now owns both 900MHz and CBRS spectrum - what can be done with these frequencies?

4:45: What Southern California Edison will likely do with their priority access license.

6:17: Nokia recently predicted that the private wireless market will eventually be double the commercial market.

https://www.lightreading.com/security/why-anterix-sdgande-private-wireless-deal-is-raising-eyebrows/d/d-id/767424

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, CBRS, auction, utility companies, Southern California Edison, San Diego Gas & Electric, Alabama Power, Mike Dano, Light Reading, innovation, public safety, Nokia, cabling,