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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

15:32

This Week: T-Priority & the BEAD Program

The Week with Roger ·

2025/03/10

Analysts Don Kellogg and Roger Entner discuss their respective disagreements on two keytelecom topics: T-Priority and BEAD. 00:24 T-Priority launches for first responders in NYC 03:26 Speed floor promises 04:08 Will this be adapted for business? 06:12 Slicing vs. private networks 06:48 BEAD qualifications are changing 07:56 Connection costs are very inefficient 09:16 Starlink vs. FWA 15:12 Episode wrap-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger

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12:36

This Week: The Future of Large-Scale Data...

The Week with Roger ·

2025/03/03

Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product andStrategy Officer for Zayo, to discuss both the current and future states oflarge-scale data infrastructure.00:25 Zayo as a major data infrastructure provider 01:47 AI's massive impact on fiber demand 04:03 Demand calculations 06:03 Will compute efficiency increase? 07:57 Video's impact on bandwidth08:53 Pricing trends 10:15 Future data delivery trends 12:09 Episode wrap-upTags:telecom, telecommunications, wireless,

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16:52

This Week: Origins of Prepaid and Lessons from Former...

The Week with Roger ·

2025/02/24

Analysts Don Kellogg and Roger Entner are joined by Robert Dandrea, former CMO atTracfone, to discuss the origins of prepaid and the lessons learned that arestill relevant today.00:27 Developing prepaid from scratch 04:16 Scaling prepaid into Walmart 05:20 Robert's sudden elevation to CMO 07:12 Early learnings from prepaid operations 09:03 Keeping churn in check 11:15 Straight Talk as a customer-focused brand 15:11 The customer experience still matters 16:08 Episode wrap-upTags:telecom,

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12:36

This Week: The Video Conferencing "Eye Contact...

The Week with Roger ·

2025/02/18

Analysts Don Kellogg and Roger Entner are joined by Carsten Kraus, founder and CEO ofCasablanca AI, to discuss the company's solution to the “eye contact problem”that plagues modern video conferencing.00:23 Casablanca aims to solve a nagging video conferencing issue03:00 Casablanca's origins 04:22 Technical requirements and operation 05:55 Implications for sales-oriented industries 06:26 Studies on and importance of eye contact 08:07 Competing with Nvidia 09:30 Environmental implications vs

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13:36

This Week: Verizon's Consumer Connections Report with...

The Week with Roger ·

2025/02/10

Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the newly-released Consumer Connections Report and the various insights it provides.00:24 Consumer Connection Report overview 02:06 Parental controls with Verizon Smart Family and Wi-Fi importance 06:28 Verizon Home app improves in-home control 07:20 Leveraging broadband experience into FWA 09:51 Retail is not dead! 12:04 Verizon's future focus 13:03 episode wrap-up2024 Verizon Consumer

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11:06

This Week: Q4 '24 Earnings Recap, Changes at the FCC

The Week with Roger ·

2025/02/03

Analysts Don Kellogg and Roger Entner discuss Q4 earnings from the major players in telecom and cable, as well as key personnel updates for T-Mobile and the FCC.00:25 AT&T Q4 overview 03:06 Verizon Q4 overview 06:35 T-Mobile Q4 overview 08:04 Cable industry Q4 overview 08:53 T-Mobile to appoint Srinivasan Gopalan as COO 10:09 Telecom industry Q4 summary 10:25 FCC Chairman Carr appoints Scott Delacourt as Chief of StaffTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular

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15:50

This Week: Consumer Perception vs. Reality in Wireless

The Week with Roger ·

2025/01/27

Analysts Don Kellogg and Roger Entner discuss current consumer perceptions surrounding big players in the telecom industry and if the perception matches reality.00:25 Where do current carriers stand? 1:10 Switching dictates perception 02:25 Verizon vs. T-Mobile on price and network 06:33 4G vs. 5G in reality 08:25 AT&T's perception 09:06 Carrier identity goals 10:00 Cable and Mint 12:12 Cable's transition and content challenges 15:00 Episode wrap-upTags: telecom, telecommunications, wireless,

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11:35

This Week: AI's Impact on Data Storage with Mitch...

The Week with Roger ·

2025/01/20

Analysts Don Kellogg and Roger Entner are joined by Mitch Klaassen to discuss AI's impact on data storage and how companies are planning to deal with exponential capacity demands.00:24 What's next for Recon Analytics? 01:40 Seagate storage study overview 03:11 Businesses differ on AI storage predictions 04:08 Storage types differ by region 05:01 Regulation has a huge impact 05:38 How companies are coping with huge amounts of data 06:26 The cloud is still hard storage 07:50 Capacity woes 10:40

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12:32

This Week: Will AT&T's Guarantee Change the Game?

The Week with Roger ·

2025/01/13

Analysts Don Kellogg and Roger Entner discuss the impact of AT&T's new guarantee on connectivity, support, and best deals and devices for both fiber and wireless customers.00:25 Guarantee details 02:19 What makes AT&T's guarantee different? 04:34 Motivations behind the guarantee 05:47 Will promises match reality? 07:36 Risks of the guarantee 09:00 Planning behind the guarantee 10:05 Impact on the industry 11:35 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid,

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17:26

This Week: The Future of Cloud and AI with Brandon...

The Week with Roger ·

2025/01/06

Analysts Don Kellogg, Roger Entner, and Daryl Schoolar are joined by Mavenir's SVP of Cloud & AI, Brandon Larson, to discuss the recent analyst event as well as the future of networks and telecom infrastructure.00:23 Mavenir analyst event overview 03:15 Practical AI applications05:04 Solving customer problems 06:11 Mavenir company profile 08:45 The future of cloud and AI 11:17 Networks as critical infrastructure 13:30 Using technology to meet expectations 16:58 Episode wrap-upTags: telecom,

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17:55

This Week: 2024 Year in Review & The Year Ahead

The Week with Roger ·

2024/12/30

Analysts Don Kellogg and Roger Entner provide a thorough breakdown of the past year in telecom, as well as provide insights for 2025 and the new regulatory environment. 00:37 AT&T year in review 01:32 FWA vs. fiber 03:29 T-Mobile year in review 07:25 Verizon year in review 09:36 US Cellular folds 10:15 Boost stays alive 11:24 Cable industry year in review 14:24 Upcoming FCC and regulatory changes 15:32 Cable vs. telecom spectrum battles 17:20 Episode wrap-upTags: telecom, telecommunications,

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20:07

This Week: The Origins of the Verizon Credo with Jim...

The Week with Roger ·

2024/12/23

Analysts Don Kellogg and Roger Entner are joined by Jim Gerace, former Chief Communications Officer of Verizon, to discuss the formation and legacy of the Verizon Credo, as well as how the core values it espouses have contributed to commercial success.00:24 Verizon Credo concept 02:48 Origins of the Credo 06:39 Adoption of the Credo 09:34 Evolution of the Credo 10:44 Verizon's emphasis on the customer 14:41 Longevity of the Credo 17:23 Constructive dissent concept 19:13 Episode-wrapTags: telecom,

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18:54

This Week: Titans of Prepaid with Mint Mobile's Aron...

The Week with Roger ·

2024/12/15

Analysts Don Kellogg and Roger Entner are joined by Mint's Chief Marketing Officer Aron North to discuss the company's ascension, unique marketing strategies, and future prospects.00:25 Aron's career with Mint 02:18 Mint's impressive growth story07:18 Mint's scientific approach to pricing 10:25 Crafting Mint's marketing message 13:57 The Mintfomercial 15:40 T-Mobile's ownership of Mint 16:04 Mint's future and Aron's plans 17:06 An emphasis on teamwork 18:27 Episode wrap-upTags: telecom,

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11:17

This Week: AT&T Analyst & Investor Day

The Week with Roger ·

2024/12/09

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.00:24 AT&T Investor Day overview 02:14 Leadership & company turnaround 03:24 Fiber and convergence 06:04 Tech stack simplification and Open RAN 07:34 5G expansion 08:12 Copper reduction targets 08:59 Leverage reduction and capital allocation 10:31 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger

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07:18

This Week: The Dish/TPG Deal Falls Through, T-Mobile...

The Week with Roger ·

2024/12/02

AnalystsDon Kellogg and Roger Entner discuss new developments surrounding DirecTV's shaky deal with TPG, as well as T-Mobile's acquisition of Louisiana BEAD funding and its overall strategy.00:48 DirecTV's TPG deal falls through 02:55 Are TV satellites obsolete? 04:15 T-Mobile secures large BEAD grant 05:45 T-Mobile's capital allocation strategy 07:00 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, DirecTV, TPG, AT&T,

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13:24

This Week: Titans of Prepaid with Nancy Clark of...

The Week with Roger ·

2024/11/25

Analysts Don Kellogg and Roger Entner are joined by Nancy Clark, President of Verizon Value, to discuss the company's commitment to revitalizing prepaid. 00:24 Verizon's turnaround of prepaid brands 02:51 Brand differentiation 04:47 Straight Talk's branding 05:50 Customer service's impact on strategy 07:36 Blurring of market segments 09:53 Churn success 11:04 Competition assessment 12:07 Distribution networks 12:52 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid,

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15:47

Ep 218: Q3 Earnings Recap

The Week with Roger ·

2024/11/18

Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.00:58 AT&T Q3 overview 2:36 Industry upgrade cycles 04:34 T-Mobile Q3 overview 07:29 T-Mobile vs. Verizon 08:20 Verizon Q3 overview 09:05 Comcast Q3 overview 09:48 Altice Q3 overview 10:00 Cable industry predictions 11:20 Dish Q3 overview 13:19 US Cellular Q3 overview 14:02 Q4 predictionsTags: telecom, telecommunications, wireless, prepaid, postpaid,

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12:45

This Week: ZTE's Perspective on 5G Across the Globe...

The Week with Roger ·

2024/11/11

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey.00:24 Conference overview 02:36 A global view of the industry 03:51 Telco-to-techno journey 04:40 ZTE's optimization focus 05:53 ZTE company profile 07:27 Total cost of ownership metrics 08:40 ZTE's capacity focus and spectrum issues 12:24 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

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15:52

This Week: AI's Impact on Telecom Customer Service...

The Week with Roger ·

2024/11/04

Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry.00:42 Businesses are ready for AI results 03:15 Amdocs' Gen AI applications 05:32 Are customers satisfied with AI service? 09:48 AI cost savings as a game changer 12:29 Telecom deserves more credit 13:15 Applications across industries 14:15 AI accuracy is improving rapidly 15:20

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15:49

This Week: Verizon Q3 Earnings, Sell Side Analyst Day

The Week with Roger ·

2024/10/28

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.00:25 Verizon's Q3 breakdown 01:20 The metrics that truly matter03:23 Investor Day fiber discussion 05:33 Investor Day FWA discussion 09:18 What's behind bundling? 10:38 Verizon's strategy vs. AT&T and T-Mobile15:13 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn,

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273 results

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