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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

11:59

This Week: T-Mobile Buys A Portion of US Cellular

The Week with Roger ·

2024/06/02

AnalystsDon Kellogg and Roger Entner discuss T-Mobile's recent acquisition of most of US Cellular's assets, including what this means for customers and the other carriers as well.00:24 Roger's overview of the deal 03:53 What the deal doesn't include 07:16 Don's analysis of customer behavior 09:27 Carrier strategies going forwardTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, U.S. Cellular, T-Mobile, spectrum, HHI, Herfindahl Hirschman Index,

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12:43

This Week: 5G Factory Insights with Mitch Klaassen,...

The Week with Roger ·

2024/05/27

Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics analyst Mitch Klaassen to discuss Ericsson's recent smart factory analyst event. Don and Roger then delve into a T-Mobile price increase as well as the increasing focus on convergence within the industry.00:36 Smart factory overview 03:19 The push for American tech manufacturing 04:14 T-Mobile raises prices on legacy plans 06:28 Carriers have too many plans 08:09 The “march upward” toward premium plans 10:17 Convergence is

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12:07

This Week: Business Fixed Wireless Trends with Jake...

The Week with Roger ·

2024/05/20

Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics B2B analyst Jake Hawkridge to discuss the results of a recent survey on how businesses use FWA. 00:35 Overview of the survey 03:15 Speed tier FWA focus 04:12 Prioritization FWA focus 04:48 Primary reasons for businesses choosing FWA07:18 HFC vs. fiber 09:28 Satisfaction with FWA 10:29 FWA bundling 11:26 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner,

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31:25

This Week: The State of Broadband with Jonathan Chaplin

The Week with Roger ·

2024/05/13

Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.00:55 Jonathan's take on broadband's recent decline04:48 Roger's analysis of broadband 06:39 Jonathan's no-growth 2024 outlook 07:36 Roger's slightly optimistic 2024 outlook 09:04 Don's FWA predictions 10:49 Cable's culture is problematic 17:19 FWA's value vs. cable 21:08 T-Mobile's

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09:37

This Week: USCC Earnings, Mint Joins the T-Mobile Family

The Week with Roger ·

2024/05/06

Analysts Don Kellogg and Roger Entner discuss US Cellular's earnings as well as Mint's acquisition by T-Mobile. 00:37 US Cellular's earnings are concerning 02:48 The company's questionable ultra-rural strategy 04:37 Mint's acquisition by T-Mobile 06:20 Mint's customer base may present a challenge for T-Mobile 08:08 The deal by the numbers Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, US Cellular, earnings, Mint, T-Mobile, churn, fixed

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22:00

This Week: Q1 '24 Earnings Recap

The Week with Roger ·

2024/04/29

Analysts Don Kellogg and Roger Entner dissect the 1st Quarter earnings for both telecom and cable. They also discuss slowing upgrade rates, T-Mobile's entry into the fiber market, and examine the industry's net promoter scores. 00:24 Q1 earnings represent a cooling market 01:18 Handset replacements are cratering 03:05 AT&T's Q1 Earnings 07:06 Verizon's Q1 Earnings 10:50 T-Mobile's Q1 Earnings 12:57 T-Mobile's investment in Lumos Fiber 17:06 Comcast's Q1 Earnings 18:52 Charter's Q1 Earnings 19:42

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12:37

This Week: Data Caps for FWA, Comcast Goes Prepaid

The Week with Roger ·

2024/04/22

Ep.188AnalystsDon Kellogg and Roger Entner discuss T-Mobile implementing a soft data cap for FWA, as well as Comcast's new low-cost prepaid plan and the future of internet providers.00:25 T-Mobile's changes to FWA service 02:48 Data cap specifics04:30 Fiber vs. FWA 05:56 Competition in the marketplace 06:34 Comcast's new low-cost prepaid plan 08:01 Trends in the prepaid segment 09:03 DOCSIS 4.0 is crucial for broadband 11:18 Government's big role in shaping the industryTags: T-Mobile, Fixed Wireless

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16:49

Tihs Week: Spectrum Mobile's New Anytime Upgrade...

The Week with Roger ·

2024/04/15

Analysts Don Kellogg and Roger Entner unpack Charter's new Anytime Upgrade and Low-Cost Device Protection Plan, possible impacts to the cable industry, and the fading relevance of credit scores. Roger also discusses his eclipse viewing and the ensuing New England traffic nightmare. 00:52 Charter announces new Anytime Upgrade plan 01:35 Roger's take on $5 device insurance 03:23 Not subsidizing devices facilitates upgrades 04:21 Charter's strategic aims 07:38 Impacts to cable competitors 09:23

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12:39

This Week: Here we go again - Net Neutrality is back...

The Week with Roger ·

2024/04/08

Analysts Don Kellogg and Roger Entner dive deep into the prospect of net neutrality's return.00:25 Roger says net neutrality is déjà vu all over again 02:00 Network slicing 02:59 Who really benefits from net neutrality? 04:04 Title II and political predictions 07:49 Net neutrality as a gateway to price controls 10:12 Net promoter scores are up without net neutrality 11:24 Discussion conclusionsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner,

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08:32

This Week: Can FWA Help to Bridge the Digital Divide?

The Week with Roger ·

2024/04/01

Analysts Don Kellogg and Roger Entner discuss Roger's latest article on FWA and why this technology is such a winner for the telecom industry.00:25 Roger's thesis on FWA 02:08 Broadband subsidies and dividing spectrum to foster competition 04:00 FWA's capacity limitations 05:12 FWA and consumer friendliness 05:49 The overall value of FWA 07:22 Wise use of spectrum and conclusionsRoger's Article on Fierce Wireless:

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21:04

This Week: Verizon 5G event, Apple Antitrust

The Week with Roger ·

2024/03/25

Analysts Don Kellogg and Roger Entner discuss Roger's recent presentation at New Street Research's broadband event, as well as his visit to Verizon headquarters. They also have a spirited debate over the merits of the Apple antitrust lawsuit.00:48 Roger's presentation and the state of mobile carriers 02:43 Verizon's 5G demo and new sports league use cases 04:04 WiFi sensors for home security and Matter hub integration for smart homes 06:05 The future of routers driving consumer satisfaction 09:16

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10:44

This Week: Verizon B2B Analyst Event

The Week with Roger ·

2024/03/17

AnalystsDon Kellogg and Roger Entner are joined by Daryl Schoolar to discuss a recent Verizon B2B analyst event at Verizon headquarters.00:38 Overall impressions of the event 02:27 How Verizon plans to leverage FWA 03:42 Verizon's simplification strategy to increase volume 04:53 Security as a driver of mobile services to businesses 05:50 What about wireline and legacy services? 06:18 FWA use case examples 08:43 In-depth simplification discussionTags: telecom, telecommunications, wireless, prepaid,

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13:47

This Week: Dish, USCC & Altice Earnings, T-Mobile...

The Week with Roger ·

2024/03/11

Analysts Don Kellogg and Roger Entner discuss earnings from the smaller but still significant players in wireless, such as US Cellular, Dish, and Altice. They also discuss T-Mobile's Auction 108 announcement.00:38 US Cellular maintains the status quo 04:03 Altice net adds and merger rumors with Charter 05:52 Charter's strengths and weaknesses 07:06 Dish reduces customer losses 09:06 T-Mobile's Auction 108 activation 11:44 FWA successes and targetingTags: telecom, telecommunications, wireless,

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12:58

This Week: Thoughts on Mobile World Congress 2024

The Week with Roger ·

2024/03/03

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss MobileWorld Congress in Barcelona, which Roger and Daryl recently attended.00:33 Roger's impressions of MWC 02:38 Daryl's impressions of MWC 04:04 The state of AI inthe mobile industry 04:56 Thoughts on the AI-RAN Alliance 06:30 Is AI learning?07:30 International vs. domestic Standalone and 5G-Advanced 10:47 API and developers at MWC 12:15 Event wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid,

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14:51

This Week: AT&T Outage, Dish Reaches 200M with VONR,...

The Week with Roger ·

2024/02/25

AnalystsDon Kellogg and Roger Entner give their thoughts on the AT&T outage thatgripped the nation earlier this week, followed by news on DISH and a debate onthe nature of retail in the telecom industry.00:26 Thoughts on the AT&T outage 04:19 DISH expands VoNR coverage to 200 million 07:32 DISH's personnel turnover 07:58 Don and Roger debate “Do wireless brands still need retail?”Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner,

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13:28

This Week: Comcast Converge

The Week with Roger ·

2024/02/19

AnalystsDon Kellogg and Roger Entner are joined by Jake Hawkridge to discuss Comcast's recent Converge event for press and analysts in Philadelphia. Jake describes the star-studded nature of the event as well as the upcoming technology that was previewed and the trends that were outlined.00:32 Introduction to the event 01:14 New XB10 Router and Sky Glass 02:10 Upcoming device-based security system 03:19 Upselling security to consumers 04:20 DOCSIS 4.0 discussion 05:35 Wi-Fi 7 discussion 06:53

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12:58

This Week: Verizon's Sell Side Analyst Event

The Week with Roger ·

2024/02/12

AnalystsDon Kellogg and Roger Entner dissect the recent Verizon sell side analyst eventas well as discuss the future of wireless retail stores.00:26 Verizon's sell side analyst event 00:47 Roger's thoughts on the event 01:11 Don's thoughts on the event 02:20 Big management changes at Verizon 03:45 Verizon's reversion to a regional structure 04:47 The wireless industry shedding personnel 05:19 The future of wireless retail stores 08:26 Will all stores look like Apple Stores? 09:28 ACP's minimal

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23:50

This Week: Q4 Earnings Recap, Roger Gets a Vision Pro

The Week with Roger ·

2024/02/05

Analysts Don Kellogg and Roger Entner dive into the 4th Quarter earnings for both telecom and cable. They also discuss the impact of FWA, customer satisfaction in the cable industry, and Roger's exciting purchase of the new Apple Vision Pro.00:38 Verizon's Q4 Earnings 03:24 FWA's impact 05:28 Verizon's postpaid adds 06:41 AT&T's Q4 Earnings 09:15 T-Mobile's Q4 Earnings 10:16 Customer satisfaction in the industry 12:18 Comcast's Q4 Earnings 13:56 Charter and cable vs. telco 18:33 Speed and

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12:16

This Week: 12GHz Spectrum Update with Jeff Blum, Chip...

The Week with Roger ·

2024/01/28

AnalystsDon Kellogg and Roger Entner are joined Jeff Blum, EVP of External & Government Affairs at Dish, Chip Pickering, CEO of Incompas, and former FCC Commissioner Michael O'Rielly to discuss changes in the 12 GHz band and the expanding role of fixed wireless in the marketplace.00:48 Roger explains the FCC's decisions on the 12 GHz band01:05 Jeff Blum's view on the FCC decisions02:06 Chip Pickering's view on the FCC decisions02:48 Michael O'Rielly's view on the FCC decisions03:26 The future

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09:37

This Week: Tis the Season.... for Price Increases

The Week with Roger ·

2024/01/22

Analysts Don Kellogg and Roger Entner discuss the 2024 price increases set to affect wireless customers, as well as the current state of the streaming industry.00:48 AT&T price increases and service upgrades02:28 Verizon price increases for both consumer and business legacy plans03:18 T-Mobile abandons their Price Lock guarantee05:35 T-Mobile passes “Netflix On Us” increases onto consumers and dabbles with Hulu07:55 The impact of Inflation on the streaming industryDetails on Price Lock changes

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273 results

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