The Week with Roger

Analysts Don Kellogg and Roger Entner discuss the growing expectations of Verizon layoffs, what a potential restructuring could mean for carrier retail, and why 2026 may be a make-or-break year for the wireless industry.

00:00 Episode intro

00:25 Verizon layoffs overview

02:07 Why Q4 matters

04:13 Carrier cost-cutting and retail evolution

06:17 Layoffs were not a surprise

06:39 2026 will be pivotal for wireless

07:01 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, layoffs, Dan Schulman, net adds, T-Mobile, gross adds, retail, 2026

Analysts Don Kellogg and Roger Entner discuss Dish’s Q3 earnings, its sale of spectrum to SpaceX, and T-Mobile’s new Text-to-911 offer that's free to all.

00:00 Episode intro

00:26 Dish Q3 earnings overview

01:22 AWS-3 sold to SpaceX

03:03 How will Elon use the spectrum?

04:00 T-Mobile offers free emergency 911 texting

04:56 Dead zones are dying

06:52 Charlie Ergen's impressive legacy

08:38 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, Charlie Ergen, Elon Musk, AWS-3, spectrum, SpaceX, Boost, Verizon, rural, T-Mobile, John Legere, satellite, Starlink, AT&T

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into 2026.

00:00 Episode intro

00:25 Verizon earnings overview

02:25 Cable stops raising prices on fewer customers

04:53 How should Verizon use its network?

07:31 Youth-centric plans to attract customers

09:04 Comcast and Charter earnings overview

10:18 2026 industry predictions

12:46 Can T-Mobile overtake Verizon?

14:07 Comcast is poised for change

16:13 Cable vs. wireless in 2026

16:56 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Verizon, Comcast, Charter, Dan Schulman, T-Mobile, AT&T, FWA, Dennis Strigl, network, 5G, cable, Srini Gopalan, Mike Sievert, John Legere, fiber

Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders.

00:00 Episode intro

00:25 AT&T Q3 overview

02:59 Convergence as a key strategy

04:35 T-Mobile Q3 overview

05:27 Price increases and free lines

07:35 AT&T CapEx and rural strategy

09:02 T-Mobile's network leadership

09:27 AT&T and Verizon's new ad campaigns

11:26 Which metrics are trustworthy?

13:38 Networks are meeting customer needs

15:38 Verizon Q3 predictions and episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, convergence, fiber, Frontier, spectrum, T-Mobile, cable, FWA, ARPA, network, satellite, Starlink, Verizon, Comcast, Nielsen, churn, Ookla

Analysts

Don Kellogg and Roger Entner discuss Verizon’s appointment of Dan Schulman

as  its new CEO, exploring what his leadership could mean for both the company and its competition.

00:00 Episode intro

00:39 Dan Schulman as new Verizon CEO

03:16 Schulman's experience aligns with Verizon's strengths

06:44 Pricing and customer service predictions

08:40 Building upon Verizon's corporate legacy

09:45 Competing in a crowded telecom industry

11:27 Recon's future insights and episode wrap-up

Tags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, Verizon, Dan Schulman, Sampath, Priceline, PayPal,

myPlan, AI, customer service, T-Mobile, AT&T, Frontier, cable, Mint, FWA,

convergence

Analysts Don Kellogg and Daryl Schoolar discuss the recent ZTE Global Summit & User Congress, including insights on the practical use of AI, 6G development, and global network standardization.

00:00 Episode intro

00:27 ZTE event overview

01:40 Current and future AI network applications

05:44 How much AI is too much?

06:13 The state of the international market

07:56 Operators need the “next big thing”

09:01 ZTE's Pre6G prototype and 6G development

11:38 Prognosis for global network standardization

13:37 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Daryl Schoolar, ZTE, AI, network, automation, LLMs, microloans, gaming, video, China, 5G, slicing, private networks, B2B, 6G, hardware

Analysts Don Kellogg and Jake Hawkridge discuss the recent Wireless Hall of Fame Induction Ceremony, highlighting the five new inductees, their career milestones, and how the industry has evolved.

00:00 Episode intro

00:26 Ceremony overview

01:22 The 2025 inductees

01:49 Ken Horowitz's career highlights

02:17 Jesse Russell's career highlights

03:09 Elizabeth Sachs's career highlights

03:29 Tom Stroup's career highlights

03:43 Neville Ray's career highlights and T-Mobile's network evolution

06:36 T-Mobile was well-represented at the ceremony

07:30 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Jake Hawkridge, Wireless Hall of Fame, Wireless History Foundation, Ken Horowitz, Jesse Russell, Elizabeth Sachs, Tom Stroup, Neville Ray, pagers, spectrum, Bell Labs, regulation, satellite, T-Mobile, network, 5G

Analysts Don Kellogg and Roger Entner discuss the upcoming appointment of Srini Gopalan as CEO of T-Mobile and what it means for the future of the company.

00:00 Episode intro

00:24 Srini Gopalan's background in telecom

01:48 What company aspects might benefit?

02:53 The evolution of T-Mobile's leadership

03:55 T-Mobile's fiber strategy poses challenges

06:02 The new CEO is a solid choice

06:33 Satellite plans as part of Un-carrier moves

07:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Srini Gopalan, Deustche Telekom, Un-carrier, fiber, John Legere, Mike Sievert, BEAD, U.S. Internet, copper, satellite, Verizon, AT&T, AST, Elon Musk

Analysts Don Kellogg, Daryl Schoolar, and Jake Hawkridge discuss the recent Ericsson analyst event focused on enterprise strategy and AI innovation.

00:00 Episode intro

00:29 The Ericsson event focused on enterprise solutions

02:22 Solutions included private networks, 5G, and AI applications

04:42 Aduna for standardizing network APIs

06:48 Private network applications are focused on industry

08:11 Network APIs and 5G laptops

09:44 Development strategy and 5G deployment

12:48 Private networks are gaining traction

13:55 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Daryl Schoolar, Jake Hawkridge, Ericsson, Vonage, private networks, 5G, AI, Aduna, industry, APIs, broadband, core network

Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment.

00:00 Episode intro

00:26 SpaceX's purchase of spectrum from EchoStar

02:51 Paying with equity may cause issues

05:43 Potential uses of the spectrum

08:45 The future of AWS-3

10:36 What was Charlie's strategy?

13:40 Mint succeeded where EchoStar failed

15:22 EchoStar's failed to convince consumers

15:43 Will Elon market effectively?

17:15 The future of AST

17:58 Contract billing details are crucial to end results

18:53 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Tim Farrar, TMF Associates, satellite, Charlie Ergen, Dish, EchoStar, Elon Musk, Starlink, spectrum, SpaceX, AT&T, Verizon, T-Mobile, DTC, BEAD, AWS-3, AWS-4, FCC, 5G, network, MIMO, Mint, Boost, AST