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Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.
00:23 Economic headwinds affect Q1 overall
03:16 Verizon Q1 overview
04:32 Free lines are affecting the numbers
06:40 Prepaid growth should not be ignored
07:34 Verizon adjusts reporting on SafeLink and insurance metrics
09:38 T-Mobile shakes up prices
10:39 AT&T Q1 overview
13:32 T-Mobile Q1 overview
15:06 Cable Q1 overview
16:59 Tariffs won't be felt just yet
17:53 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs
5
1111 ratings
Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.
00:23 Economic headwinds affect Q1 overall
03:16 Verizon Q1 overview
04:32 Free lines are affecting the numbers
06:40 Prepaid growth should not be ignored
07:34 Verizon adjusts reporting on SafeLink and insurance metrics
09:38 T-Mobile shakes up prices
10:39 AT&T Q1 overview
13:32 T-Mobile Q1 overview
15:06 Cable Q1 overview
16:59 Tariffs won't be felt just yet
17:53 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs
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