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PODCAST

The Week with Roger

Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.

technology tech news

All Episodes

25:27

This Week: Earnings Season Wrap Up- T-Mobile, AT&T,...

The Week with Roger ·

2021/11/08

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:50 Taking theCharter and Comcast footprint into account when looking at their results theirnew multi-line accounts3:26 AT&T continues to lead in postpaid phone nets4:10 What impact did the late-quarter release of the iPhone 13 have on net adds?7:01 What are investors missing in the AT&T quarterly numbers?8:05 Why all the defensiveness from T-Mobile? They had a very strong quarter.9:30 Wireless

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19:20

This Week: Bridging the Digital Divide with Peter...

The Week with Roger ·

2021/11/01

Analysts Don Kellogg and Roger Entner welcome Peter Linder from Ericsson to discuss the Digital Divide. Peter is the Head of 5G Marketing for North America at Ericsson.0:26: The results of Ericsson’s study on the Digital Divide in the U.S.2:03: How the Digital Divide most impacts rural America.4:06: How the pandemic has changed the demand for internet services.5:10: How far fiber could take us to solve the demand.8:03: Different technologies that can be used in very rural communities.9:42: The

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19:22

This Week: Q3 Earnings from Verizon

The Week with Roger ·

2021/10/25

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:38: It’s earnings season again! How did Verizon fare with their most generous offer yet in Q3?4:54: Consumer versus Business analysis for Q3.8:04: Verizon actually gave a breakdown of their fixed wireless numbers.10:42: How did Tracfone do?11:45: Walmart started selling T-Mobile pre-paid phones.13:38: What Verizon could be planning to do with Tracfone.16:37: What they’re looking for from the other

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14:54

This Week: Cox and T-Mobile Sue Each Other, Visible...

The Week with Roger ·

2021/10/18

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Cox Communications filed a lawsuit against T-Mobile, in January 2021, and a ruling has been made.2:10: A brief history of why there would be an exclusivity agreement with T-Mobile and Cox Communications.4:38: It looks like Cox is stuck with T-Mobile and higher-than-market rates right now. The DOJ & FCC may get into the disagreement.6:20: Mobile X is launching on Verizon.7:46: T-Mobile seems to

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25:42

This Week: The US and China Battle for 5G Supremacy...

The Week with Roger ·

2021/10/11

Analysts Don Kellogg and Roger Entner welcome Jon Pelson to the podcast. Jon is the author of Wireless Wars: China’s Dangerous Domination of 5G and How We’re Fighting Back.0:40: Jon shares why China’s involvement in 5G is concerning at this time in history.5:05: Why Huawei should worry us compared to other companies.6:24: What did Lithuania warn their citizens about?8:17: The danger of allowing untrustworthy devices into networks.8:48: What happens to those who speak out against the Chinese

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29:55

This Week: Disruptive Innovation with Dan Hesse

The Week with Roger ·

2021/10/04

Analysts Don Kellogg and Roger Entner welcome Dan Hesse, former CEO of Sprint and current Chairman of the Board of Akamai Technologies, to the podcast.0:26: Dan shares about the Digital One Rate Plan he developed during his time at AT&T - “creative destruction”.8:49: How he tackled figuring out how to make his creative destruction make sense for the company.10:43: The importance of the separate parts of the company being willing to change everything with the Digital One Rate Plan.16:50: Dan took

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22:49

This Week: Wireless Carrier Strategies in the early...

The Week with Roger ·

2021/09/25

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:28: In the third week of September, the CEOs of AT&T, Verizon, and T-Mobile spoke at the Goldman Sachs Communicopia Conference on their visions of the future. What John Stankey of AT&T revealed about AT&T’s focus.2:36: The importance of teasing out what John Stankey did NOT talk about.6:04: AT&T’s churn strategy - are others playing the same game?7:11: Verizon is getting more money out

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18:47

This Week: Inside the New iPhone Lineup with Avi...

The Week with Roger ·

2021/09/20

Analysts Don Kellogg and Roger Entner discuss the new iPhones with special guest Avi Greengart from Techsponential.0:26: Avi shares his thoughts on incremental upgrades with the new iPhone 13 lineup that was announced recently.1:26: An overview of the larger carriers’ offers on the new iPhone line and who might benefit from it.3:02: A few really interesting findings with this new lineup.6:01: What was in the fine print that Apple didn’t announce and what that means for consumers.7:22: Camera

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13:33

This Week: Should the FCC Enact a Spectrum Screen for...

The Week with Roger ·

2021/09/13

0:26: The 3.45 Auction is heating up. How the Spectrum Screen works and how it is supposed to work.3:35: T-Mobile managed to lock out the bigger players in the 600 mhz auction and got everything they wanted.4:50: How much spectrum each carrier has - do they have competitive parity?6:26: Why the Sprint and T-Mobile Merger wasn’t the time to bring up competitive advantages and disadvantages.7:30: Will a ruling come out before the 3.45 Auction?10:27: Verizon has placed their bets on C-Band which isn’t

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18:14

This Week: OpenRan and Geopolitics with Linda...

The Week with Roger ·

2021/09/06

Analysts Don Kellogg and Roger Entner discuss Open RAN with Editor-in-Chief of Fierce Wireless Linda Hardesty.0:26: How Open RAN has become politicized.2:27: What are the security concerns with Huawei?4:54: What is open about Open RAN.5:47: Some complaints about Open RAN and the Open Ran Alliance, how security is handled.8:01: How will bugs and issues be found in Open RAN code?8:57: There is no such thing as absolute security.11:23: Nokia announced it is pulling out of the Open RAN Alliance.14:34:

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10:20

This Week: What to look for in FCC Auction 110

The Week with Roger ·

2021/08/30

0:33: On October 5th the FCC is auctioning off 100 mhz of spectrum between 3.45 and 3.55. Who are the bidders and why they may be bidding on it. Who’s missing from the list?3:35: Companies are limited on the amount of spectrum they can win in the auction.4:15: Will DISH be bidding on this mid-band spectrum? Why?7:50: The days are gone of the partnership between T-Mobile and DISH. They are likely able to figure out what each other wants and they may try to trip each other up.Tags: telecom,

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10:23

This Week: A Series of Unfortunate Events at T-Mobile

The Week with Roger ·

2021/08/23

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: T-Mobile was in the news for losing personal information for 49 million customers.2:57: What happens to T-Mobile customers impacted?4:13: How this breach apparently happened.5:04: California Public Utilities Commission issued a statement regarding testimony around T-Mobile keeping CDMA bandwidth after the Sprint merger.Tags: telecom, telecommunications, business, wireless, cellular phone, cellular

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16:11

This Week: DISH's Wireless Network Buildout with...

The Week with Roger ·

2021/08/16

Analysts Don Kellogg and Roger Entner welcome Scott Moritz from Bloomberg to discuss the latest news about DISH.0:26: Scott Moritz recaps his latest article and goes in depth on how DISH is relaunching Boost and launching a new 5G beta in Q4.3:45: What is “Project Manhattan” and how is Charlie Ergen leading his company?6:02: How AT&T helped DISH through their wholesale deal.8:35: What could the timeline look like after the Beta Test.9:35: Why DISH is choosing to start in Las Vegas and

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14:38

This Week: Time is Ticking for the Nvidia/ARM Deal

The Week with Roger ·

2021/08/09

0:26: An update about NVIDIA buying ARM - and what the complicating factors are.1:36: The sequence of how NVIDIA should go about filing for permissions.4:02: Why Japanese Anti-trust approval should be easy.4:33: Why the FTC could present a significant hurdle.6:43: NVIDIA hasn’t filed in the EU yet.8:54: What could happen if the merger isn’t approved in all of the anti-trust bureaus?10:27: How Chinese law works in regard to the merger.Tags: telecom, telecommunications, business, wireless, cellular

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23:01

This Week: Strong Earnings Continue with T-Mobile and...

The Week with Roger ·

2021/08/02

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: T-Mobile has released their Q2 Earnings Report.4:38: T-Mobile shared data on its rural buildout.7:49: T-Mobile reported that they beat Verizon’s business-sector churn.9:35: T-Mobile’s projections for net adds - is it too aggressive or right on track?12:39: Comcast shared their Q2 Earnings Reports for the wireless portion of their business.19:03: Is the MVNO business model working? Is a hybrid MVNO a

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21:44

This Week: Big Q2 Results from AT&T and Verizon; Dish...

The Week with Roger ·

2021/07/26

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:27: Earnings season is here again! Verizon’s results were strong.3:42: AT&T has released their results as well, how do their business sector results compare to Verizon’s.4:30: How Verizon’s “Greatest Upgrade Promotion Ever” has affected their numbers.5:39: Verizon’s gross adds are up.6:14: AT&T is kicking ass - How do their numbers compare to last year’s.8:26: Service margin for both carriers

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18:49

This Week: How Network Virtualization Changes the...

The Week with Roger ·

2021/07/19

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: Dish’s plans in the virtualized network space and how they’re working with AWS.6:00: Comparing Facebook’s data center model to AWS.8:40: With this big change in the way computing is done, what is likely to happen to other networks and carriers - and who owns the equipment?12:54: Differing corporate cultures impact each carrier’s strategy and speed of implementation in switching over to a virtualized

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13:23

This Week: Will Promotional Intensity in Wireless...

The Week with Roger ·

2021/07/12

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.0:26: How the large carriers are tackling the problem of churn-reduction.1:40: Churn percentage comparison between smaller and larger carriers - and why that matters.4:30: How T-Mobile is handling churn-reduction.5:52: Are these retention offers going to be the new normal?7:22: Q2 numbers aren’t out yet, but what the numbers we do have indicate for AT&T and T-Mobile.9:33: T-Mobile is struggling with

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09:01

This Week: AT&T Transfers 5G Cloud Infrastructure to...

The Week with Roger ·

2021/07/05

In Episode 42, analysts Don Kellogg and Roger Entner discuss the answers to the meaning of life and everything, as well as the latest news in telecom, media, and technology.0:25: AT&T made a big announcement about how they will operate their 5G network moving forward.3:04: Microsoft is the new leader in mobile cloud with Azure for Operators.4:33: How this move by AT&T could impact the other carriers.7:33: What could be coming up next?Tags: telecom, telecommunications, business, wireless,

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14:01

This Week: Telecom Policy Update

The Week with Roger ·

2021/06/28

0:25: The latest update on the broadband infrastructure plans.1:43: Broadband infrastructure - fiber’s challenges and satellite’s challenges.4:56: There seem to be lots of delays in a number of key policy-creating agencies. What could be causing the delays?9:04: The first bill the new House passed was Title II Net Neutrality.10:11: 3.45 Auction is coming up in October - what we can we expect?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger

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280 results

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