Analysts Don Kellogg and Roger Entner examine the newest leadership shakeup at Verizon, as well as explore the escalating computer memory crunch and its potential ramifications for the telecom industry.

00:00 Episode intro

00:37 The latest Verizon leadership changes

02:37 International legal complications involved

03:17 The timing of the transition

03:46 Implications for the company

04:52 The systemic memory crisis is intensifying

06:47 Surging AI demand is driving profound changes

07:31 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Deutsche Telekom, Verizon, Abdu Mudesir, Joe Russo, Germany, Europe, network, NTIA, memory, shortages, RAM, supply chain, AI, routers, Apple, iPhone