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This Week: 5 Gig Cable, BEAD Shakeups, and the Starlink Opportunity
Analysts Don Kellogg and Roger Entner examine the key domestic telecom developments of the week, including rural cable upgrades, recent BEAD turbulence, the buzz surrounding the Starlink IPO, and more.
00:00 Episode intro
00:25 Mediacom Next-Gen network upgrades
02:07 Cable is steadily improving its reputation
02:54 Speed and reliability are both crucial
03:59 Several BEAD providers are stepping back
05:03 Satellite may swoop in on the market
05:49 New research on consumer choice dynamics
07:29 Upcoming reports on Starlink's future
08:59 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mediacom, spectrum, DOCSIS 4.0, cable, fiber, Comcast, Charter, FWA, BEAD, rural, satellite, Starlink, Leo, New Street Research, IPO
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By Roger Entner
5
1111 ratings
Analysts Don Kellogg and Roger Entner examine the key domestic telecom developments of the week, including rural cable upgrades, recent BEAD turbulence, the buzz surrounding the Starlink IPO, and more.
00:00 Episode intro
00:25 Mediacom Next-Gen network upgrades
02:07 Cable is steadily improving its reputation
02:54 Speed and reliability are both crucial
03:59 Several BEAD providers are stepping back
05:03 Satellite may swoop in on the market
05:49 New research on consumer choice dynamics
07:29 Upcoming reports on Starlink's future
08:59 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mediacom, spectrum, DOCSIS 4.0, cable, fiber, Comcast, Charter, FWA, BEAD, rural, satellite, Starlink, Leo, New Street Research, IPO
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