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Analysts Don Kellogg and Roger Entner examine the shifting reporting metrics at AT&T and T-Mobile, and why these optics don’t alter the underlying fundamentals.
00:00 Episode intro
00:24 AT&T's improved disclosures
02:00 The analytics are still on target
03:10 T-Mobile shifts to account-level churn reporting
06:13 Transparency in the wireless industry
07:40 T-Mobile's free line issue
08:57 Listener shout-outs and appreciation
09:21 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, disclosures, AT&T, T-Mobile, churn, Verizon, ARPU, free lines, Q4, Q1
By Roger Entner5
1111 ratings
Analysts Don Kellogg and Roger Entner examine the shifting reporting metrics at AT&T and T-Mobile, and why these optics don’t alter the underlying fundamentals.
00:00 Episode intro
00:24 AT&T's improved disclosures
02:00 The analytics are still on target
03:10 T-Mobile shifts to account-level churn reporting
06:13 Transparency in the wireless industry
07:40 T-Mobile's free line issue
08:57 Listener shout-outs and appreciation
09:21 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, disclosures, AT&T, T-Mobile, churn, Verizon, ARPU, free lines, Q4, Q1

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