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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

17:24

This Week: AT&T, Verizon and Comcast Announce Q4...

The Week with Roger ·

2021/02/01

0:26: It’s earnings season! Verizon’s numbers for the last quarter shows they are struggling to attract customers. What has been working for them and what hasn’t?5:09: Verizon talked about their 5G sites and their 5G plans for 2021.6:25: Comparing AT&T’s numbers with Verizon’s - is it better to have more net adds or better profitability?7:48: Apple has reported an incredible 4th Quarter; a lot from overseas customers.8:56: AT&T and Verizon didn’t have a problem with offering devices that no

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12:54

This Week: Merger Talk - Nvidia and ARM

The Week with Roger ·

2021/01/25

0:27: A brief history and discussion of what Nvidia and ARM, who are trying to merge, do within the world of technology and AI.4:55: Business model differences between ARM and Nvidia.6:02: Where does AI take place and what happens to creativity and competitive innovation when they merge?7:21: The global hurdles to jump in order to complete the merger.11:27: What needs to happen specifically in the United States before this merger is approved and a possible timeline of how long it may take to be

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10:18

This Week: C-Band Auction Concludes - Did the Bidders...

The Week with Roger ·

2021/01/18

0:27: The C-Band Auction is wrapping up, Stocks for AT&T and Verizon are down; more than $80B has been spent.2:11: A comparison between European telecom auctions and the US3:30: What happens when you don’t buy spectrum that you actually need?5:30: AT&T and Verizon need to get more spectrum to continue to compete with T-Mobile, especially since wireless is the core revenue-generator of their businesses.7:44: Low interest rates are playing a factor in the amount that AT&T and Verizon can

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09:20

This Week: Q4 Perspective from the Carriers at Citi...

The Week with Roger ·

2021/01/11

0:27: The Citi Telecom, Media & Technology Conference was last week and all three major carriers were there.0:47: T-Mobile pre-released their results and had some interesting highlights.7:05: The economics of adding media to phone plans: Verizon vs T-Mobile’s approach.9:05: How strong is Verizon’s business sector?10:15: AT&T’s John Stephens on AT&T’s core businesses12:15: In January, T-Mobile quietly announced that it had acquired 14,000 customers in South Dakota and Iowa. What could

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08:50

This Week: C-Band Auction Reaches All-Time Highs

The Week with Roger ·

2021/01/04

0:30: Revisiting C-Band Auction after 45 rounds.2:00: Bidding in A block vs BC blocks.4:20: High demand continues for smaller markets.5:55: Top 3 markets didn’t have the same premium as in previous auctions.6:40: How long will we need to wait to find out who won the bidding?

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13:54

This Week: How Wireless Network Prioritization Works;...

The Week with Roger ·

2020/12/28

0:27: Introduction to wireless network prioritization and management1:34: The different categories of signals sent through the network are identified and explained.2:53: When does the prioritization make a difference to the consumer?9:25: Examples of how private networks will add flexibility with 5G networks.

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14:17

This Week: More Antitrust Trouble for Big Tech

The Week with Roger ·

2020/12/21

0:27: On December 16th, ten states filed an antitrust lawsuit against Google.3:18: Google allegedly worked behind the scenes with Facebook to manipulate bidding.4:20: Facebook was required to release emails to the states regarding Google.7:00: Google made themself the middle-man in the name of “privacy”.8:32: Apple outed all the data collection that Facebook does on iPhones.9:37: Asymmetric Competition - defined.10:38: Apple has its own worries about antitrust with its App Store.11:30: These

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13:01

This Week: C-Band and Rural Digital Opportunity Auctions

The Week with Roger ·

2020/12/14

0:27: The Rural Digital Opportunity Fund (RDoF) Auction just concluded. Who were the winners?1:40: LTD’s services areas.2:20: Charter's plan to use CBRS spectrum for RDoF.3:13: Space-X’s win.3:36: Rural Electric Cooperative Consortium’s position in the market.5:15: What the requirements are for these companies to get this money.6:45: The C-Band Auction has begun; what the early bidding is telling us.

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13:11

This Week: A retrospective on Ajit Pai's leadership...

The Week with Roger ·

2020/12/07

0:26: The Chairman of the FCC, Ajit Pai, has announced his resignation.1:20: Chairman Pai’s Infrastructure Order and how it reduced restrictions on municipally owned infrastructure.3:10: Spectrum auctions under Pai’s leadership.5:14: Chairman Pai’s most controversial accomplishment: the repeal of the Title 2 Net Neutrality.6:32: Speculations about what the new administration will do regarding Net Neutrality.7:40: Approval of the merger between Sprint and T-Mobile, a brief history of it, and what

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18:03

This Week: Internet Governance and Standards...

The Week with Roger ·

2020/11/30

Analysts Don Kellogg and Roger Entner welcome special guest Dominique Lazanski to the show to discuss internet standards and big tech. 0:45: The distinction between the application and network layer and how network protocols can be influenced by large tech companies.2:00: Dominique shares insights from her work on protocols co-authored with Mark McFadden.3:58: Discussion about DNS over HTTPS.6:30: The conflation between encryption and privacy.7:09: DNS over HTTPS can disable content filters and why

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12:04

This Week: Regulatory Changes with a Democratic...

The Week with Roger ·

2020/11/23

0:27: Possible changes to regulatory bodies if Joe Biden becomes president.3:51: Policy changes that are likely under a Biden/Democrat-controlled FCC.5:50: Expansion of rural broadband access and internet subsidy programs.8:46: A quick history of Lifeline and where it could be going.10:10: Other things to be aware of in the transition from the Trump Administration to the Biden Administration.

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11:42

This Week: Impressive Earnings from T-Mobile, Dish...

The Week with Roger ·

2020/11/16

0:28: T-Mobile announces Q3 numbers.2:43: Project 10 Million in a nutshell.3:53: Are Sprint customers leaving after T-Mobile’s acquisition?4:27: T-Mobile's TVision. 6:14: Breakdown of DISH’s earnings call.7:59: Description of and discussion of network slicing.9:10: AT&T’s unique approach to education and how it’s unique among the carriers.T-Mobile’s Earnings Report can be found here: https://investor.t-mobile.com/financial-performance/quarterly-results/default.aspx

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09:44

This Week: Vodafone Announces OpenRAN Frontrunners

The Week with Roger ·

2020/11/09

0:30: Vodafone announced its frontrunners in regard to OpenRAN.2:20: AT&T and the benefits of OpenRAN.5:30: New players in the wireless network Ecosphere and what that means for small and large companies.

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16:46

This Week: T-Mobile's Latest Un-Carrier Move: TVision...

The Week with Roger ·

2020/11/02

0:30: T-Mobile’s Un-carrier announcement.3:13: TVision in a nutshell.5:00: Discussion about content creators versus distributors and how they work.8:45: Comcast’s revenues shift from linear TV to broadband.11:30: T-Mobile’s aspirations to compete with the MSOs.

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16:15

This Week: Earnings Season Begins - Verizon and AT&T...

The Week with Roger ·

2020/10/26

0:30: News from Verizon: their quarterly earnings report is out.3:55: CBRS Band and the difference between 4G & 5G.5:00: Discussion of dynamic spectrum.6:35: News from AT&T: their quarterly earnings report is out.9:14: AT&T’s market strategy with iPhone 12.11:35: Discussion of AT&T’s debt refinancing 13:39: AT&T’s multi-purpose fiber runs.Verizon’s report: https://www.verizon.com/about/investorsAT&T’s report:

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13:11

This Week: iPhone 12 on 5G - will it live up to the...

The Week with Roger ·

2020/10/19

0:30: News from Apple: Four new iPhone models and how they will perform on 5G networks.2:20: Verizon’s usage scenario for their 5G network & spectrum.4:50: Millimeter wave discussion.5:20: Analysis of AT&T’s spectrum position.5:50: Analysis of T-Mobile’s spectrum position.7:00: Innovation of new apps.7:55: Price & offer comparison of Apple’s new devices between carriers.11:40: Is this a super-cycle phone?

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15:20

This Week: House Antitrust Committee goes after...

The Week with Roger ·

2020/10/12

0:30: House Judiciary Committee Report on Competition in the digital markets.4:38: Defining “the market”.6:17: The level of fear the companies instilled in partners/companies.7:18: Epic versus Apple.8:00: Fair compensation.8:54: What possible actions and their results that could be coming as a result of this report in the United States and abroad.Full

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10:40

This Week: Rakuten Launches a Software Defined...

The Week with Roger ·

2020/10/05

0:30: Differences between software-defined networking and traditional wireless networking.2:40: Rakuten Mobile in Japan launched a software-defined 5G network, what this means for Rakuten.3:50: How the different components are being assembled for Rakuten and how they are being orchestrated.7:40 Implications of software-defined networks for U.S. companies.

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14:56

This Week: US Military Sharing Spectrum with...

The Week with Roger ·

2020/09/28

Episode 2Don Kellogg and Roger Entner discuss the telecom news of the week.0:30: Department of Defense RFI for 5G spectrum.4:50: T-Mobile Launches 5G Standalone.7:55: Verizon & AT&T complain to the FCC about T-Mobile's spectrum holdings in low & mid-band.DoD RFI we mention in the opening section: https://beta.sam.gov/opp/4851a65e2b2d4d73865a0e9865b0c28a/viewTags: telecom, telecommunications, business, Don Kellogg, Roger Entner, 5G, radar, mobile communications

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14:34

This Week: Verizon buys Tracfone, NVidia courts ARM,...

The Week with Roger ·

2020/09/21

This week Roger and Don discuss Verizon's acquisition of Tracfone, NVidia's ARM merger and AT&T CEO John Stankey's op-ed on expanding rural broadband.

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280 results

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