The Week with Roger

Special Guest Mike Dano talks with Roger and Don about the state of OpenRan.

0:47: Mike shares his broad assessment of the state of Open RAN.

2:04: Political implications of Open RAN in the U.S.

3:59: How is Rakuten in Japan fairing with Open RAN?

4:45: AT&T and other big U.S. carriers could be taking advantage of Open RAN.

5:25: The state of Open RAN in India and the U.K.

6:58: Open RAN and security.

9:45: The differences between Open RAN and Open Source.

10:24: Does Open RAN simplify operations?

12:06: What might need to change in Open RAN in order for major carriers in the U.S. to move forward with it.

14:45: A discussion about Huawei and what happens when the small fish becomes the big fish in the pond.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Mike Dano, Light Reading, Open RAN, network design, network construction, AT&T, Verizon, FPN, Rakuten, DISH Network, Jio, Vodafone, ORAN Alliance, Docomo, security, SDN, Full stack, 4G, 5G, Onap, software defined networking, C-Band, Huawei, 

0:27: T-Mobile released their Q4 2020 Earnings Report, it was a strong quarter.

1:53: Contrasting T-Mobile with Verizon and AT&T.

3:45: Impacts of a muted churn enviornment.

4:20: T-Mobile’s secret to success. 

5:06: Will gross adds bounce back?

6:05: T-Mobile keeps talking about how much of an advantage the network that they are deploying will be. How will this impact rural America?

10:54: T-Mobile is piloting wireless 5G broadband. That will position them to compete with smaller cable providers.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, T-Mobile, churn, Sprint, Q4 2020, AT&T, Verizon, postpaid, TracFone, low band, mid band, rural, iPhone, 5G, Comcast,

0:26: It’s earnings season! Verizon’s numbers for the last quarter shows they are struggling to attract customers. What has been working for them and what hasn’t?

5:09: Verizon talked about their 5G sites and their 5G plans for 2021.

6:25: Comparing AT&T’s numbers with Verizon’s - is it better to have more net adds or better profitability?

7:48: Apple has reported an incredible 4th Quarter; a lot from overseas customers.

8:56: AT&T and Verizon didn’t have a problem with offering devices that no one wanted to buy - let’s compare their strategies.

9:22: Stores are closed for all companies, but COVID cannot be blamed for Verizon’s numbers.

10:52: Is there a difference between operational metrics and financial metrics? 

12:50: AT&T talked about their fiber - it’s a multi-use network.

14:47: Comcast released their numbers and have renegotiated their contract with Verizon which is good for them but not so much for Verizon.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, Comcast, 5G, C-Band, Ultra Wideband, COVID, COVID-19, Coronavirus, T-Mobile, Bell South, DirecTV, Warner Media, Hollywood, fiber optic cable, Tracfone, StraightTalk,

0:27: A brief history and discussion of what Nvidia and ARM, who are trying to merge, do within the world of technology and AI.

4:55: Business model differences between ARM and Nvidia.

6:02: Where does AI take place and what happens  to creativity and competitive innovation when they merge?

7:21: The global hurdles to jump in order to complete the merger.

11:27: What needs to happen specifically in the United States before this merger is approved and a possible timeline of how long it may take to be reviewed.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Nvidia, Arm, merger, parallel processing, graphics card, drivers, AI, AI hardware, Google, Facebook, antitrust, technology, processing,

0:27: The C-Band Auction is wrapping up, Stocks for AT&T and Verizon are down; more than $80B has been spent. 

2:11: A comparison between European telecom auctions and the US

3:30: What happens when you don’t buy spectrum that you actually need?

5:30: AT&T and Verizon need to get more spectrum to continue to compete with T-Mobile, especially since wireless is the core revenue-generator of their businesses.

7:44: Low interest rates are playing a factor in the amount that AT&T and Verizon can spend.

10:00: How the Spectrum Screen Ruling could affect mergers and acquisitions in the future and how it didn’t play into T-Mobile acquiring Sprint. 

13:51: When the Auction ends, where will the $80B be coming from? Which carriers will come out as winners?

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, AT&T, Verizon, 3G, 4G, 5G, 6G, C-Band, C-Band Auction, proceeds, revenue, T-Mobile, Warner Media, wireless, Charter, Comcast, CBRS,

0:27: The Citi Telecom, Media & Technology Conference was last week and all three major carriers were there. 

0:47: T-Mobile pre-released their results and had some interesting highlights.

7:05: The economics of adding media to phone plans: Verizon vs T-Mobile’s approach.

9:05: How strong is Verizon’s business sector?

10:15: AT&T’s John Stephens on AT&T’s core businesses

12:15: In January, T-Mobile quietly announced that it had acquired 14,000 customers in South Dakota and Iowa. What could that possibly mean for the midwest and affiliate buyouts?

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Citi, Citi Telecom Media & Technology Conference, T-Mobile, rural, city, urban, 5G, Verizon, AT&T, micro-verticals, affiliate buyouts,

0:30: Revisiting C-Band Auction after 45 rounds.

2:00: Bidding in A block vs BC blocks.

4:20: High demand continues for smaller markets. 

5:55: Top 3 markets didn’t have the same premium as in previous auctions.

6:40: How long will we need to wait to find out who won the bidding?

0:27: Introduction to wireless network prioritization and management 

1:34: The different categories of signals sent through the network are identified and explained.

2:53: When does the prioritization make a difference to the consumer?

9:25: Examples of how private networks will add flexibility with 5G networks.

0:27: On December 16th, ten states filed an antitrust lawsuit against Google.

3:18: Google allegedly worked behind the scenes with Facebook to manipulate bidding.

4:20: Facebook was required to release emails to the states regarding Google.

7:00: Google made themself the middle-man in the name of “privacy”.

8:32: Apple outed all the data collection that Facebook does on iPhones.

9:37: Asymmetric Competition - defined.

10:38: Apple has its own worries about antitrust with its App Store.

11:30: These companies are the biggest companies on Wall Street; what could happen if they are hurt too badly?

0:27: The Rural Digital Opportunity Fund (RDoF) Auction just concluded. Who were the winners?

1:40: LTD’s services areas.

2:20: Charter's plan to use CBRS spectrum for RDoF.

3:13: Space-X’s win.

3:36: Rural Electric Cooperative Consortium’s position in the market.

5:15: What the requirements are for these companies to get this money.

6:45: The C-Band Auction has begun; what the early bidding is telling us.