The Week with Roger

This Week: Sunshine and Roses in Telecom-land


Listen Later

Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.

00:53 Verizon's new guarantees may not be enough

3:00 Slowing growth indicates recession

05:16 Tariff implications for smartphones and carriers

10:36 Average Americans are under financial pressure

13:04 Uncertainty is bad for manufacturing and investing

14:55 Nevertheless, telecom remains largely recession-proof

17:13 Episode wrap-up


Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers

...more
View all episodesView all episodes
Download on the App Store

The Week with RogerBy Roger Entner

  • 5
  • 5
  • 5
  • 5
  • 5

5

11 ratings


More shows like The Week with Roger

View all
WSJ Tech News Briefing by The Wall Street Journal

WSJ Tech News Briefing

1,634 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,744 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,011 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

989 Listeners

Acquired by Ben Gilbert and David Rosenthal

Acquired

3,869 Listeners

Odd Lots by Bloomberg

Odd Lots

1,773 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,288 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

665 Listeners

The Journal. by The Wall Street Journal & Gimlet

The Journal.

5,920 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,910 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,544 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

343 Listeners

50X by Colossus

50X

80 Listeners

The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis

442 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

449 Listeners