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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

06:56

This Week: Verizon Spends $1B on Spectrum from US...

The Week with Roger ·

2024/10/21

Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.00:25 Details of the deal 02:12 Spectrum properties 02:41 US Cellular's decisions inevitably led to the sale 04:08 The impact of rural markets 05:36 Upcoming elections will impact spectrum policyTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile,

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15:14

This Week: CBRS and Mid-Band: What is the Optimal...

The Week with Roger ·

2024/10/14

Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range.00:24 CBRS overview 01:24 Military use of CBRS 04:46 The television incentive auction as a useful model 05:24 Power requirements and interference mitigation 07:40 Licensing and interested parties 09:56 Arguments for and against the shift 12:35 The issue's resolution will take timeTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular

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08:32

This Week: The next chapter for Dish?

The Week with Roger ·

2024/10/07

Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup.00:23 Details of the announcements and potential deals 04:24 Is Dish's spectrum truly valuable? 05:46 Challenges persist regardless of the deal07:14 Charlie Ergen remains an adept businessperson 07:50 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, DirecTV, TPG, AT&T,

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13:57

This Week: Another Lifeline for Dish

The Week with Roger ·

2024/09/30

Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish'sbuildout requirement, as well as the uphill battle the company faces as a whole.00:25 Dish's FCC decision overview 03:05 The FCC has flip-flopped on this issue 04:11 Other commitments are already underway 06:20 Dish's network is not its main problem 10:55 The FCC shows Dish considerable leeway 12:10 Other companies are not as lucky 13:30 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid,

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17:27

This Week: The Road Ahead for T-Mobile

The Week with Roger ·

2024/09/23

Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended.00:10 Don and Roger are live in San Francisco 00:30 Roger's thoughts on the event 02:40 Cash flow projections and German involvement 04:02 Fiber growth projections 5:10 Guest speakers and AI 07:12 T-Mobile's overall message 08:17 Network speed and satisfaction 11:11 Network slicing and government contracts 14:10 FWA improvements and cable implications 15:23 T-Mobile's

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11:05

This Week: Cell Sites in Space - Live from Cape...

The Week with Roger ·

2024/09/16

Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users.00:24 AST's latest launch and satellite communication capabilities02:54 Emergency and first responder applications 04:25 All phone users should benefit 05:02 Limitations of satellite communication 06:45 Spectrum usage & coverage gap reduction 07:29 Device

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12:51

This Week: Verizon Innovates in Satellite Comms with...

The Week with Roger ·

2024/09/09

AnalystsDon Kellogg and Roger Entner are joined by Srinivasa Kalapala, SVP of Technology and Product Development at Verizon, to discuss the exciting developments in satellite technology that will soon be available to the average user.00:25 Verizon's partnership with Skylo for emergency satellite communication 02:30 Possible expansion from emergency use and limitations 06:14 Verizon's satellite strategy 07:50 Verizon's partnership with AST 08:43 Consumers favor mobile operators for satellite 11:12

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13:21

This Week: The Value Segment Heats Up

The Week with Roger ·

2024/09/02

Analysts Don Kellogg and Roger Entner discuss the prepaid landscape, including the moves cable is currently making within the segment.00:23 Prepaid deals show competition is alive and well 02:42 Prepaid as a transitional product 04:30 Who needs an unlimited plan? 06:43 Cable is taking advantage of plan shakeups 09:54 Cable & FWA 12:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Visible, Cricket, Mint, churn,

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07:31

This Week: Pulling Back the Curtain on Mint Mobile

The Week with Roger ·

2024/08/26

Analysts Don Kellogg and Roger Entner examine the current state of Mint Mobile as well as where the company may be headed following its recent acquisition by T-Mobile.00:24 Mint has been a success story overall 02:07 Mint's D2C model yields high satisfaction 04:23 Which consumers choose Mint? 05:39 Mint as a price and value leader 06:42 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mint, T-Mobile, Consumer Cellular, D2C,

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18:21

This Week: Earnings Wrapup, Pixel Review Controversy,...

The Week with Roger ·

2024/08/19

Analysts Don Kellogg and Roger Entner discuss earnings from three major companies, issues surrounding fold and flip phones, and some key executives departing the industry.00:25 T-Mobile's earnings overview 01:12 T-Mobile and pricing parity with other carriers 05:34 T-Mobile's perception vs. reality 08:23 Dish is still struggling 11:14 Altice is persevering despite challenges 12:18 Google Pixel 9 Fold release controversy 14:24 Flip and fold phones have a major flaw 17:07 Executive turnover in the

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15:02

This Week: Disruption and the War between Cable and...

The Week with Roger ·

2024/08/12

Analysts Don Kellogg and Roger Entner discuss who will win in the ongoing competition between cable and wireless.00:23 Innovation in the telecom industry 04:59 Initial un-carrier disruptions 05:57 Recon Analytics data facilitates innovation 06:54 Cable has taken the lead at innovation 10:04 FWA looms large for cable 12:38 Cable's leadership is slow to take action 13:17 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable,

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13:40

This Week: All about Starlink

The Week with Roger ·

2024/08/05

Analysts Don Kellogg and Roger Entner examine insights gained regarding Starlink's operation and make predictions for its future as a service provider.00:25 Survey results for Starlink 04:34 Starlink's router is top quality 05:28 Survey cNPS (net promoter) scores reveal a new hierarchy 09:24 Starlink's website and gaming performance 10:20 Starlink's value for price 11:02 Comcast Business will offer Starlink to enterprise customers 12:31 Episode wrap-upTags: telecom, telecommunications, wireless,

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09:23

This Week: Earnings from AT&T, Charter, Comcast &...

The Week with Roger ·

2024/07/29

Analysts Don Kellogg and Roger Entner break down Q2 earnings from Verizon, AT&T, Comcast, and Charter.00:44 Verizon's Q2 earnings 03:09 AT&T's Q2 earnings 04:48 Comcast's Q2 earnings 05:53 Charter's Q2 earnings 07:40 Industry Q2 earnings overview 08:30 Convergence is happening 08:57 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, earnings, Verizon, AT&T, Comcast, Charter, FWA,fiber, net adds, ACP, churn,

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10:59

This Week: Will the FCC Mandate Handset Unlocks?

The Week with Roger ·

2024/07/22

Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may requirecarriers to unlock devices much sooner rather than later.00:25 FCC plan details and carrier implications 03:11 Most people don't understand unlocking 03:44 Why are devices locked anyway? 06:03 Predictions if implemented 07:26 Carriers differ greatly on the issue 10:22 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, FCC, unlocking, spectrum, D

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07:44

This Week: What will Become of T-Mobile's 800 MHz...

The Week with Roger ·

2024/07/15

On their 200th episode, analysts Don Kellogg and Roger Entner discuss T-Mobile's pending auction of 800 MHz spectrum and what entity may ultimately end up purchasing it.00:27 T-Mobile's forced sale of spectrum 02:28 Potential uses for the spectrum 02:54 Why Dish won't buy 03:37 Auction details 04:08 This band is not particularly useful 05:00 Possible public utility use 06:41 What carriers actually need 07:18 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular

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08:45

This Week: The End of Chevron Defference, What does...

The Week with Roger ·

2024/07/08

Analysts Don Kellogg and Roger Entner discuss the landmark Chevron deference Supreme Court case and what it means for the future of telecom.00:23 Chevron deference overview 03:33 Politicization of the process04:18 Power shifts away from agencies 05:00 Relevance of the Telecom Act 06:19 Settled law is no longer settled 06:55 Predictions for the industryTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Supreme Court, Chevron deference,

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15:10

This Week: Verizon Rebrands: New logo, New plans &...

The Week with Roger ·

2024/07/01

Analysts Don Kellogg and Roger Entner discuss Verizon's recent rebranding, complete with a new logo and ad campaign as well as features for both consumers and business.00:24 Verizon's rebranding overview 1:47 Expanding use case focus4:28 myHome and bundling streaming 8:05 Handset trade-in program 09:18 Will AI drive phone purchasing again? 11:47 Verizon Access deals and giveaways 12:58 Verizon Business Complete's end-to-end smartphone management 14:30 Episode Wrap-upTags: telecom,

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10:57

This Week: Digital Transformation World: from AI to APIs

The Week with Roger ·

2024/06/24

Analyst Don Kellogg receives an update from Roger Entner and Daryl Schoolar, who are attending the Digital Transformation World conference in Copenhagen.00:25 Overview of the conference 04:06 Practical AI use cases 07:27 Cloud native is crucial for operators 08:24 Corporate culture is a sticking point 09:10 How should outages be treated? 10:22 Event wrap-uphttps://dtw.tmforum.org/Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl

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09:54

This Week: Microsoft Azure for Operators Shakeup,...

The Week with Roger ·

2024/06/17

Analysts Don Kellogg and Roger Entner discuss Microsoft's Azure for Operators shakeup, as well as Carlos Slim's new interest in a European telecom.00:30 Microsoft to quit Affirmed and Metaswitch 02:20 Comparisons to Google 03:31 Microsoft is usually more persistent 06:09 Predictions for virtualized cores and cloud for telco06:59 Carlos Slim takes a stake in BT 08:52 Predictions for BT Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Microsoft,

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08:06

This Week: Best Plans for the Best Customers, NVidia...

The Week with Roger ·

2024/06/09

Analysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, aswell as Nvidia's acquisition of spectrum to test Open RAN. 00:25 Verizon's new plan updates may reduce churn 02:11 Prepaid and retail struggles continue 04:03 Verizon's overall strategy 04:28 Nvidia's spectrum acquisition and Open RAN predictionsNote: “Roger erroneously added that OpenRAN efforts only began to stabilize once Dish Network brought on established open RAN vendor Samsung, “which took over a lot of

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273 results

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