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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

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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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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280 results

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