The Week with Roger

The Week with Roger

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The Week with Roger episodes

  • This Week: A retrospective on Ajit Pai's leadership at the FCC

    0:26: The Chairman of the FCC, Ajit Pai, has announced his resignation. 

    1:20: Chairman Pai’s Infrastructure Order and how it reduced restrictions on municipally owned infrastructure.

    3:10: Spectrum auctions under Pai’s leadership.

    5:14: Chairman Pai’s most controversial accomplishment: the repeal of the Title 2 Net Neutrality. 

    6:32: Speculations about what the new administration will do regarding Net Neutrality.

    7:40: Approval of the merger between Sprint and T-Mobile, a brief history of it, and what that merger has meant for the telecom industry landscape.

    11:00: DISH  enters wireless through spectrum purchases and the purchase of Boost.

    14 min
  • This Week: Internet Governance and Standards Development with Dominique Lazanski

    Analysts Don Kellogg and Roger Entner welcome special guest Dominique Lazanski to the show to discuss internet standards and big tech.

    0:45: The distinction between the application and network layer and how network protocols can be influenced by large tech companies.

    2:00: Dominique shares insights from her work on protocols co-authored with Mark McFadden.

    3:58: Discussion about DNS over HTTPS.

    6:30: The conflation between encryption and privacy.

    7:09: DNS over HTTPS can disable content filters and why this is potentially harmful.

    8:45: Can the information collected by the DNS servers be used to profit off web activity of everyday consumers?

    10:00: The death of the cookie and its implications.

    10:40: How individuals and organizations can influence development of internet protocols.

    13:01: How Internet governing bodies manage individual/corporate influence over particular standards. 

    16:08: The amount of governmental oversight or policy-makers involved in the standard-making.

    Dominique's Website: https://lplltd.com/

    19 min
  • This Week: Regulatory Changes with a Democratic Administration

    0:27: Possible changes to regulatory bodies if Joe Biden becomes president.

    3:51: Policy changes that are likely under a Biden/Democrat-controlled FCC.

    5:50: Expansion of rural broadband access and internet subsidy programs.

    8:46: A quick history of Lifeline and where it could be going.

    10:10: Other things to be aware of in the transition from the Trump Administration to the Biden Administration.

    13 min
  • This Week: Impressive Earnings from T-Mobile, Dish releases first wireless subscriber numbers

    0:28: T-Mobile announces Q3 numbers.

    2:43: Project 10 Million in a nutshell.

    3:53: Are Sprint customers leaving after T-Mobile’s acquisition?

    4:27: T-Mobile's TVision.

    6:14: Breakdown of DISH’s earnings call.

    7:59: Description of and discussion of network slicing. 

    9:10: AT&T’s unique approach to education and how it’s unique among the carriers.

    T-Mobile’s Earnings Report can be found here: https://investor.t-mobile.com/financial-performance/quarterly-results/default.aspx

    12 min
  • This Week: Earnings Season Begins - Verizon and AT&T Report

    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

    17 min
  • This Week: iPhone 12 on 5G - will it live up to the hype?

    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?

    14 min
  • This Week: House Antitrust Committee goes after Google, Apple, Facebook and Amazon

    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



    16 min

About The Week with Roger

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Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.

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