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 Z…

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 A…

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 matter 03:23 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-Mobile 15:13…

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 policy Tags: …

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 A…

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 deal 07:14 Charlie Ergen remains an adept businessperson 07:50 Episod…

Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish's buildout 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 s…

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 …

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 capabilities 02:54 Emergency and first responder applic…

Analysts Don 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 emergen…

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…

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 wr…

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 pe…

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 slo…

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…

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-up Tags: telecom, telecommunications, wireless, prep…

Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may require carriers 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 10:2…

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 Possi…

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 process 04:18 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 in…

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 focus 4:28 myHome and bundling streaming 8:05 Handset trade-in program 09:18 Will AI drive phone purchasing again? 11:47 …

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 Eve…

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 telco 06:59 Carlos Slim takes…

Analysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, as well 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 predictions Note: “Roger e…

Analysts Don 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 forward Tags: telecom, te…

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 manufact…

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 FWA 07:18 HFC vs. fiber 09:28 Satisfaction wit…

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 decline 04:48 Roger's analysis of broadband 06:39 Jonathan's no-growth 2024 outlook 07:36…

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: tel…

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 Veriz…

Ep. 188 Analysts Don 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 specifics 04:30 Fiber vs. FWA 05:56 Competition in the marketplace 06:34 Comcast's new low-cost prepaid plan …

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…

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 wit…

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 Wis…

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 u…

Analysts Don 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 abo…

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 07:0…

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss Mobile World 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 in the mobile industry 04:56 Thoughts on the AI-RAN Alliance 06:30 Is AI learning? 07:30 International vs. …

Analysts Don Kellogg and Roger Entner give their thoughts on the AT&T outage that gripped the nation earlier this week, followed by news on DISH and a debate on the 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 “D…

Analysts Don 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 S…

Analysts Don Kellogg and Roger Entner dissect the recent Verizon sell side analyst event as 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 04:4…

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 …

Analysts Don 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 band 01:05 J…

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 upgrades 02:28 Verizon price increases for both consumer and business legacy plans 03:18 T-Mobile abandons their Price Lock guarantee 05:35 T-Mobile p…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 Roger's CES impressions 1:50 Thoughts on Samsung exiting the low-end device space 5:00 By getting out of low-end Android devices, is Samsung getting a smaller piece of a smaller pie? 7:45 Aspects of the device experience that are improving 10:30 Wh…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:35 MaxLinear debuts DOCSIS 4.0 chipset 1:38 Consumer applications for super high speeds 3:09 T-Mobile’s 6 carrier aggregation 4:28 - What is carrier aggregation and what are its use cases? Relevant Articles: T-Mobile News: https://www.t-mobile.com/new…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 1:00 Convergence is real, and it's great for customers 6:20 Fixed Wireless Access is the 5G killer app 7:00 The shift to premium wireless plans 11:35 Industry-wide churn at record lows - people are happy 13:00 Postpaid grows at the expense of prepaid Ta…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Denny Strigl, retired president and CEO of Verizon wireless. 1:00 How to be a disruptor as a leader rather than as an insurgent 2:50 The Verizon Wireless credo 4:00 Culture is the lifeblood of an organization 5:00 Translating the credo…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 Roger recently presented at the New Street Research / BCG Future series conference- what the Recon Analytics data says about Net Promoter Score 4:30 What the industry has learned with FWA 7:00 The relationship between ARPU and NPS 14:00 Verizon FWA…

Analysts Roger Entner, Daryl Schoolar and Brett Clark discuss the latest news in telecom, media, and technology with special guest Bejoy Pankajakshan, Chief Technology and Strategy Officer at Mavenir. 1:00 Key themes and takeaways from the 2023 Mavenir industry analyst day 5:45 Where AI ties in for OpenRAN 7:30 The scope of Mavenir’s offerings with…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 The Whitehouse announces new spectrum policy, but where is the beef? 5:00 The economic benefits of licensed and unlicensed spectrum Tags: telecom, telecommunications, wireless, cellular phone, wireless spectrum, FCC, whitehouse, Recon Analytics, Do…