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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

09:21

This Week: Fiber, Phones, and Farewells: The...

The Week with Roger ·

2026/03/01

Analysts Don Kellogg and Roger Entner unpack the week’s top telecom stories, including a leadership shakeup at Charter, accelerating rural consolidation, and the strategic void left by 5G Americas' dissolution.00:00 Episode intro 00:25 Charter announces Nick Jeffery as COO 02:46 Rural ISP consolidation accelerates 04:38 5G Americas announces cessation of operations 07:58 Effects on the analyst community 09:01 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular

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10:34

This Week: It’s Not Complicated More Transparency Is...

The Week with Roger ·

2026/02/23

Analysts Don Kellogg and Roger Entner examine the shifting reporting metrics at AT&T and T-Mobile, and why these optics don’t alter the underlying fundamentals. 00:00 Episode intro 00:24 AT&T's improved disclosures 02:00 The analytics are still on target 03:10 T-Mobile shifts to account-level churn reporting 06:13 Transparency in the wireless industry 07:40 T-Mobile's free line issue 08:57 Listener shout-outs and appreciation 09:21 Episode wrap-upTags: telecom, telecommunications, wireless,

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10:46

This Week: T-Mobile - AI, Live Translation, and Key...

The Week with Roger ·

2026/02/16

Analysts Don Kellogg and Roger Entner share insights from the recent T-Mobile Capital Markets Day update event, covering changes in the retail store strategy, new AI translation features, and updated reporting metrics.00:00 Episode intro 00:24 T-Mobile Capital Markets Day event overview 01:39 Pursuing convergence through fiber and FWA 02:37 Live AI translation could be a game-changer 04:03 Telecom must transcend the “dumb pipe” 05:08 Latency is key going forward 06:01 How AI actually impacts user

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11:35

This Week: Verizon Consumer's Shakeup and the Search...

The Week with Roger ·

2026/02/09

Analysts Don Kellogg and Roger Entner react to news of Sampath’s pending departure as CEO of Verizon’s Consumer Group, discuss potential successors, and analyze what the leadership shakeup could mean for the competitive landscape.00:00 Episode intro 00:26 Sampath to exit Verizon 02:26 Who will be next? 04:40 Selection will likely come from outside 06:15 Impact on T-Mobile and its push toward T-Life 08:23 AT&T's relative stability and upcoming headquarters move 10:16 Q1 metrics are shifting 10:51

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08:29

This Week: Q4 '25 Earnings - AT&T, Verizon, Comcast,...

The Week with Roger ·

2026/02/02

Analysts Don Kellogg and Roger Entner analyze Q4 earnings for AT&T, Verizon, Comcast, and Charter, with additional insights on convergence and FWA.00:00 Episode intro 00:24 AT&T Q4 overview 01:40 Convergence has supplanted handset upgrades 03:30 Verizon Q4 overview 05:18 Comcast Q4 overview 05:45 Charter Q4 overview 06:35 Charter is taking FWA seriously 07:15 Charter's wireless line metrics 07:58 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone,

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08:42

This Week: Comcast’s Xfinity Membership and the True...

The Week with Roger ·

2026/01/26

Analysts Don Kellogg and Roger Entner discuss Comcast’s new loyalty program, Xfinity Membership, and whether it will work as intended for the cable giant.00:00 Episode intro 00:25 Xfinity Membership overview 02:18 Loyalty plans actually drive acquisitions 04:04 Tangible vs. vague rewards 05:17 Verizon and T-Mobile's loyalty programs 06:49 Will these programs work for cable? 07:58 Customer care as a potential perk and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid,

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15:53

This Week: Verizon — Two Major Wins and One Temporary...

The Week with Roger ·

2026/01/19

Analysts Don Kellogg and Roger Entner discuss several Verizon-related topics, including the recent outage, new rules on device unlocking, and the Frontier acquisition, plus HHS's plan to study cellphone radiation.00:00 Episode intro 00:25 Verizon outage diagnosis 03:23 What's the proper recourse? 04:28 FCC rescinds Verizon's 60-day phone unlocking requirements 07:13 Implications for competitors 08:37 California clears Verizon's acquisition of Frontier 11:31 Convergence is back on the table 12:19 HHS

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06:35

This Week: T-Mobile’s Better Value Plan & Who Loyalty...

The Week with Roger ·

2026/01/12

Analysts Don Kellogg and Roger Entner discuss T-Mobile's new three-line Better Value family plan, what it means for retention, and how competitors might respond.00:00 Episode intro 00:26 T-Mobile's new family plan overview 01:42 Loyalty plans as acquisition tools 03:26 Who is actually switching? 04:48 FWA and cable retention 05:35 T-Mobile's strategy and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Better Value,

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14:05

This Week: The Anxiety Premium and the US Device...

The Week with Roger ·

2026/01/05

Analysts Don Kellogg and Roger Entner are joined by Recon's XJ Wang to share insights from the new report on device insurance and discuss the changes carriers must make to retain their customer base.00:00 Episode intro 00:26 Device insurance market overview 02:32 The “Income Paradox” and market disruptors 06:05 Innovative strategies in the space 07:58 Carriers should seize opportunities 11:15 Changes are key to customer retention 12:35 Report overview and episode wrap-upThe Anxiety Premium:

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12:19

This Week: Genius Myopia - Why Smarter Models Aren't...

The Week with Roger ·

2025/12/29

Analysts Don Kellogg and Roger Entner are joined by Recon's CEO of AI, Joe Salesky, to discuss his new report on the obstacles to mass AI adoption and what the industry may look like in 2026.00:00 Episode intro00:25 AI adoption has stalled despite model improvement02:17 First-party data's role in adoption03:58 Model Context Protocol is needed05:55 Navigating privacy concerns07:28 When will mass adoption occur?08:18 Google and Meta's prospects09:14 Predictions for 202610:31 Report overview and future

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42:31

This Week: Christmas Episode - A Spirited Discussion...

The Week with Roger ·

2025/12/22

On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon’s Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry.00:00 Episode intro00:27 MVNOs vs. their host carriers04:42 Segmentation as a powerful market force07:42 Wholesale vs. retail12:31 A lack of choices in the U.S.14:30 Is price the key concern?16:54 Why consumers actually change

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12:48

This Week: Super Owner Economics - Comcast &...

The Week with Roger ·

2025/12/15

Analysts Don Kellogg and Roger Entner share insights from Recon’s new Super Owner Economics report as Comcast and Charter look to reshape the wireless industry through CBRS deployment.00:00 Episode intro 00:25 Comcast and Charter build out CBRS networks 02:57 Implications for Verizon and other MSOs 04:59 Cable's strategy and service bundling 06:41 FWA vs. fiber 07:51 Charter's approach to customers 08:48 Exploding prices are still around 10:35 Consumer satisfaction insights 11:51 Christmas episode

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09:16

This Week: Starlink’s Victory Lap, Amazon’s Sprint,...

The Week with Roger ·

2025/12/08

Analysts Don Kellogg and Roger Entner break down the satellite market’s shift toward three dominant players, as well as the complex mix of big personalities and government regulation shaping it.00:00 Episode intro 00:25 The state of satellite and Starlink alternatives 03:01 Amazon Leo's status 03:40 The rise of the three-player market 04:18 Backstopping BEAD and rural access 06:27 Direct to Consumer questions remain 08:19 Shadows of Charlie Ergen 08:55 Episode wrap-upThe “Starlink’s Victory,

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09:42

This Week: A New C-Band Auction & What It Means for...

The Week with Roger ·

2025/12/01

Analysts Don Kellogg and Roger Entner examine the FCC’s forthcoming C-band spectrum auction and its broader implications for both the wireless and satellite sectors.00:00 Episode intro 00:30 Spectrum auction news and analysis 02:18 Who will be the likely bidders? 03:09 Uses for unlicensed spectrum 04:54 Increased competition in broadband 07:08 How much is the spectrum worth? 08:52 Christmas episode update and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular

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18:26

This Week: Vegas Baby! T-Mobile Easy to Switch...

The Week with Roger ·

2025/11/24

Analysts Don Kellogg and Roger Entner share insights from T-Mobile’s recent Switching Made Easy event in Las Vegas and explore how the Un-carrier’s bold strategies could shake up the industry in the new year.00:00 Episode intro 00:36 T-Mobile's Switching Made Easy event overview 03:17 Utilizing apps to simplify switching 05:17 Carrier switching pain points 07:24 Including devices in the process 09:46 Upselling and device insurance 13:53 How will the competition respond? 15:29 Ongoing research

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07:21

This Week: Verizon’s Cost-Cutting Drive - A Difficult...

The Week with Roger ·

2025/11/17

Analysts Don Kellogg and Roger Entner discuss the growing expectations of Verizon layoffs, what a potential restructuring could mean for carrier retail, and why 2026 may be a make-or-break year for the wireless industry. 00:00 Episode intro 00:25 Verizon layoffs overview 02:07 Why Q4 matters 04:13 Carrier cost-cutting and retail evolution 06:17 Layoffs were not a surprise 06:39 2026 will be pivotal for wireless 07:01 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid,

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09:01

This Week: EchoStar’s AWS-3 Deal with SpaceX &...

The Week with Roger ·

2025/11/10

Analysts Don Kellogg and Roger Entner discuss Dish’s Q3 earnings, its sale of spectrum to SpaceX, and T-Mobile’s new Text-to-911 offer that's free to all.00:00 Episode intro 00:26 Dish Q3 earnings overview 01:22 AWS-3 sold to SpaceX 03:03 How will Elon use the spectrum?04:00 T-Mobile offers free emergency 911 texting 04:56 Dead zones are dying 06:52 Charlie Ergen's impressive legacy 08:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg,

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17:13

This Week: Q3 '25 Earnings - Verizon, Comcast, and...

The Week with Roger ·

2025/11/03

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into 2026. 00:00 Episode intro 00:25 Verizon earnings overview 02:25 Cable stops raising prices on fewer customers 04:53 How should Verizon use its network? 07:31 Youth-centric plans to attract customers 09:04 Comcast and Charter earnings overview 10:18 2026 industry predictions 12:46 Can T-Mobile overtake Verizon? 14:07 Comcast is poised for change

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16:43

This Week: Q3 '25 Earnings - Breaking Down AT&T and...

The Week with Roger ·

2025/10/27

Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders.00:00 Episode intro 00:25 AT&T Q3 overview 02:59 Convergence as a key strategy 04:35 T-Mobile Q3 overview 05:27 Price increases and free lines 07:35 AT&T CapEx and rural strategy 09:02 T-Mobile's network leadership 09:27 AT&T and Verizon's new ad campaigns 11:26 Which metrics are trustworthy? 13:38

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12:26

This Week: Change is Afoot- All About Verizon's New...

The Week with Roger ·

2025/10/19

AnalystsDon Kellogg and Roger Entner discuss Verizon’s appointment of Dan Schulmanas its new CEO, exploring what his leadership could mean for both the company and its competition. 00:00 Episode intro 00:39 Dan Schulman as new Verizon CEO 03:16 Schulman's experience aligns with Verizon's strengths 06:44 Pricing and customer service predictions 08:40 Building upon Verizon's corporate legacy09:45 Competing in a crowded telecom industry 11:27 Recon's future insights and episode wrap-upTags:telecom,

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286 results

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