Analysts Don Kellogg and Roger Entner discuss the growing expectations of Verizon layoffs, what a potential restructuring could mean for carrier retail, and why 2026 may be a make-or-break year for the wireless industry.

00:00 Episode intro

00:25 Verizon layoffs overview

02:07 Why Q4 matters

04:13 Carrier cost-cutting and retail evolution

06:17 Layoffs were not a surprise

06:39 2026 will be pivotal for wireless

07:01 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, layoffs, Dan Schulman, net adds, T-Mobile, gross adds, retail, 2026