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This Week: The State of Broadband with Jonathan Chaplin
Manage episode 417948514 series 3296040
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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 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 plan to buy parts of U.S. Cellular
24:10 What will happen to Dish's spectrum?
30:26 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jonathan Chaplin, New Street Research, broadband, cable, ACP, Charter, RDOF, BEAD, FWA, spectrum, DSL, T-Mobile, Verizon, DOCSIS 3.1, DOCSIS 4.0, NPS, Comcast, symmetrical service, U.S. Cellular, rural, Dish, AWS-3, FCC, Boost Infinite, AT&T
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