Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.

00:25 Verizon's Q3 breakdown

01:20 The metrics that truly matter

03:23 Investor Day fiber discussion

05:33 Investor Day FWA discussion

09:18 What's behind bundling?

10:38 Verizon's strategy vs. AT&T and T-Mobile

15:13 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light