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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

18:05

This Week: Carrier CFOs Give Business Updates at...

The Week with Roger ·

2021/06/21

0:26: The CFOs from all three national carriers talked at the Credit Suisse Communications Conference last week. What did Pascal Desroches of AT&T have to say at the conference?3:40: AT&T has renewed their focus on growing organically as opposed to gobbling up other companies.7:10: AT&T continues to talk about record-low churn.7:50: Peter Osvaldik, of T-Mobile, talked about the merger’s progress - and how they are accomplishing it ahead of schedule.13:00: T-Mobile plans to decommission

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16:42

This Week: The Future of OpenRan with AT&T EVP & CTO...

The Week with Roger ·

2021/06/14

This week, analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with a special guest - Andre Fuetsch, EVP and Chief Technology Officer at AT&T.0:24: Andre shares AT&T’s perspective on ORAN.3:43: Where Andre sees OpenRAN making its entry into AT&T.6:46: How AT&T is planning a phased approach to OpenRan deployment.8:50: How ORAN works with the move to standalone 5G network.12:36: Other factors playing into AT&T’s delivery of OpenRAN.Tags:

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13:40

This Week: Verizon Pushes in its Chips with a New...

The Week with Roger ·

2021/06/07

0:26: Verizon announced a shift in their offer strategy - what that looks like and why.2:28: Which plans qualify for the incentives.3:43: The industry as a whole is doing better than anyone thought.5:56: Verizon has traditionally used content to pull in customers, what’s really happening with Fios and Disney+?10:25: Comparing the new plans with the older plans.11:38: Now that AT&T and Verizon are offering aggressive plans - will T-Mobile follow suit?Tags: telecom, telecommunications, business,

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11:26

This Week: Broadband Infrastructure Update

The Week with Roger ·

2021/05/31

0:26: The Whitehouse released a fact sheet with what they want to see come out of an infrastructure bill. A brief history from then until now.2:07: Why the fact sheet is antagonistic towardss the private companies in the broadband space.4:07: The second proposal that the Whitehouse and Democrats want.5:36: What FCC Commissioner Carr had to say about all this.6:24: Should those who benefit from the internet contribute toward universal broadband?7:30: What needs to happen for any of this to move

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10:06

This Week: AT&T Spins WarnerMedia, Deutsche Telekom...

The Week with Roger ·

2021/05/24

0:25: BIG NEWS: AT&T is merging Warner Media with Discovery. What does this mean for both companies?3:44: The investment community was worried about AT&T’s acquisition - but no one has made a peep about Discovery. There will be winners and losers in this streaming war.5:05: What’s happening to AT&T’s adtech units?6:55: Deutsche Telecom wants to own more of T-Mobile - what could that look like?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don

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13:50

This Week: Wireless Infrastructure, 5G and OpenRAN...

The Week with Roger ·

2021/05/17

0:25: Eric shares about Airspan and their role in wireless infrastructure.1:33: OpenRAN - where Eric sees it heading and how Airspan bridges the gaps.6:36: Eric discusses 5G and the 5700 in the CBRS band.8:53: DAS versus Neutral Host.10:35: Airspan has recently announced they are going public. Why now?Follow along with Airspan’s innovations ontheir website.Airspan, Eric Stonestrom, OpenRAN, 5G, MIMO, CBRS, CBand, telecom, telecommunications, business, wireless, cellular phone, cellular service, Don

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11:44

This Week: T-Mobile Reports Q1 Earnings- Where is the...

The Week with Roger ·

2021/05/10

0:25: T-Mobile reported their Q1 earnings - what the numbers looked like.2:16: Looks like the stimulus held off prepaid growth - that has affected T-Mobile’s numbers.4:27: How did the acquisition of Sprint affect their numbers?5:26: What their Enterprise Market penetration looks like.6:14: Statistics for several areas of interest were missing from this report.8:09: There’s a showdown coming - what could that look like?10:00: AT&T is no longer playing defense - the carriers are likely to become

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16:11

This Week: Earnings from Comcast, Charter, Altice and...

The Week with Roger ·

2021/05/03

0:28: Q1 Earnings announcements from Comcast, Charter, and DISH. What the numbers mean.2:42: Comcast changed their pricing structure.4:21: Altice is trying to be defensive with their pricing structure.4:49: How Charter and Comcast are positioning themselves with their CBRS purchases.6:04: DISH is struggling to keep up with the post-pandemic economy.7:07: Historically what’s happened in prepaid vs postpaid cellular plans in recessions. And how that’s affecting DISH.10:33: Google, Apple, and Facebook

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20:07

This Week: Verizon and AT&T Q1 Earnings

The Week with Roger ·

2021/04/26

0:25: Verizon announced their Q1 earnings this week.2:02: Verizon Media had their second consecutive quarter of growth.3:18: Is Verizon’s strategy a good one?5:25: How the death of cookies might impact Verizon.6:28: Verizon wants to grow the value of the accounts they have.7:11: Verizon is proud of their content distribution - is that a wise idea or not?10:17: A summary of AT&T’s Q1 earnings.13:49: AT&T’s practices have stopped their churn.15:24: AT&T is walking a fine line of consumers

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15:03

This Week: C-Band Deployment with Adam Koeppe of Verizon

The Week with Roger ·

2021/04/19

0:25: Verizon spent more than any other carrier - most on the A-Block. Adam outlines what they will be doing with it.2:33: Verizon has already made some announcements with the tower system that will accelerate the buildout.3:33: Can Verizon use the same equipment for C-Band and CBRS spectrum?6:19: Propagation characteristics of higher frequency spectrum - Adam shares how Verizon is solving for in-building penetration.8:34: Where does C-Band fit into plans for wireless home internet?11:25: Why

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30:29

This Week: Telecom Infrastructure Policy with John...

The Week with Roger ·

2021/04/12

0:25:The Biden Administration released an infrastructure proposal and includes a plan to close the broadband gap - what that looks like.2:16: Why many Democrats on the hill are excited by this announcement.2:50: Which talking points are causing alarm and why.5:07: How moderate Democrats may react to this legislation.6:44: The Whitehouse isn’t getting too specific on things such as price control.8:13: Recon Analytics just did a survey and recently released results on how to close the broadband

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14:01

This Week: T-Mobile Kills TVision, Partners with...

The Week with Roger ·

2021/04/05

0:26: T-Mobile has made the news headlines recently for retiring T-Vision after rolling it out just 5 months ago! The problems that have likely contributed to this decision.4:00: Google is T-Mobile’s new RCS provider - what that looks like.6:30: How the carriers could monetize RCS.8:37: What was the one thing missing from T-Mobile’s announcement that the world has been waiting for?10:34: Apple has their own proprietary messaging standard, will they choose to play nice with the other tech

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15:57

This Week: Network Slicing and 5G

The Week with Roger ·

2021/03/29

0:29: Roger defines network slicing and its main differences from Private Networks.2:30: Benefits of Network Slicing.4:11: You can buy a slice of network - what does that look like?8:16: Industrial use cases and how network slicing fits.12:30: Other use cases for slices of network - drones and gaming.

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21:54

This Week: Closing the Broadband Gap with Dr. Nicol...

The Week with Roger ·

2021/03/22

0:26: What are the challenges around broadband access - especially for low income, rural, and POC. Why this is an urgent issue.3:33: An examination of the trends in broadband access.5:00: Dr. Lee shares her story about how she served those excluded from broadband access.9:59: The reasons that people aren’t connected.11:43: How a national program could help solve those problems.12:26: How remote learning will affect African American and Latino students - but there’s a light at the end of the

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17:01

This Week: C-Band Implications with Drew Fitzgerald

The Week with Roger ·

2021/03/15

0:26: Drew shares about the big winners from the C-Band Auction.1:14: What happened with DISH?2:10: Cable walked away.3:33: How will the national carriers pay for their winnings at the auction?4:43: How network quality affects the networks and the big question about building out the networks.7:30: Verizon has done a lot of upgrading already - including radios which are compatible with its A-block spectrum9:00: How well does 3.5Ghz spectrum penetrate walls and into buildings?10:44: C-Band winners are

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22:53

This Week: How Leadership Changes Drive Carrier Strategy

The Week with Roger ·

2021/03/08

0:26: What can be learned from the change in leadership, and subsequent strategy changes, at the top three mobile carriers?4:24: Since T-Mobile has snapped up a large share of the “low hanging fruit” from other carriers, how their strategy seems to be changing.5:50: T-Mobile and rural America - how will T-Mobile grow beyond their traditional footprint?7:20: All of the top talent working at the companies know each other and have often worked together at other companies.8:24: Comparing Verizon under

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07:11

This Week: Prepaid Brands Report Q4

The Week with Roger ·

2021/03/01

0:25: DISH just released their 4th Quarter numbers which closes out the prepaid carriers.2:30: It seems that COVID-19 is no longer negatively affecting the wireless market.3:08: Was it a good business move for Verizon to buy Tracfone in the current market?4:07: Tracfone is going through a transformation.5:10: DISH announced some interesting things about the Sprint CDMA network.Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, prepaid, Q4, DISH, T-Mobile, US

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08:09

This Week: Private Networks for Utilities

The Week with Roger ·

2021/02/22

1:02: Discussion of an article by Mike Dano that outlines an innovative plan to use their spectrum acquisition.2:14: The secondary market for spectrum is alive and well.3:35: San Diego Gas & Electric now owns both 900MHz and CBRS spectrum - what can be done with these frequencies?4:45: What Southern California Edison will likely do with their priority access license.6:17: Nokia recently predicted that the private wireless market will eventually be double the commercial

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18:41

This Week: Open RAN with Special Guest Mike Dano

The Week with Roger ·

2021/02/15

Special Guest Mike Dano talks with Roger and Don about the state of OpenRan.0:47: Mike shares his broad assessment of the state of Open RAN.2:04: Political implications of Open RAN in the U.S.3:59: How is Rakuten in Japan fairing with Open RAN?4:45: AT&T and other big U.S. carriers could be taking advantage of Open RAN.5:25: The state of Open RAN in India and the U.K.6:58: Open RAN and security.9:45: The differences between Open RAN and Open Source.10:24: Does Open RAN simplify operations?12:06:

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14:31

This Week: T-Mobile Announces 4th Quarter Results

The Week with Roger ·

2021/02/08

0:27: T-Mobile released their Q4 2020 Earnings Report, it was a strong quarter.1:53: Contrasting T-Mobile with Verizon and AT&T.3:45: Impacts of a muted churn enviornment.4:20: T-Mobile’s secret to success.5:06: Will gross adds bounce back?6:05: T-Mobile keeps talking about how much of an advantage the network that they are deploying will be. How will this impact rural America?10:54: T-Mobile is piloting wireless 5G broadband. That will position them to compete with smaller cable providers.Tags:

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280 results

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