Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.
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This Week: Earnings Wrapup, Pixel Review Controversy, Industry Exec Updates
18:21
18:21
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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…
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This Week: Disruption and the War between Cable and Wireless
15:02
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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…
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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…
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This Week: Earnings from AT&T, Charter, Comcast & Verizon
9:23
9:23
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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…
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1
This Week: Will the FCC Mandate Handset Unlocks?
10:59
10:59
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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…
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This Week: What will Become of T-Mobile's 800 MHz Spectrum?
7:44
7:44
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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…
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1
This Week: The End of Chevron Defference, What does it mean for Telcom?
8:45
8:45
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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…
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This Week: Verizon Rebrands: New logo, New plans & Handset deals, Verizon Access and More
15:10
15:10
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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 …
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This Week: Digital Transformation World: from AI to APIs
10:57
10:57
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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…
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This Week: Microsoft Azure for Operators Shakeup, Carlos Slim buys part of BT
9:54
9:54
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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…
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This Week: Best Plans for the Best Customers, NVidia Dabbles in OpenRan
8:06
8:06
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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…
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This Week: T-Mobile Buys A Portion of US Cellular
11:59
11:59
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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…
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This Week: 5G Factory Insights with Mitch Klaassen, T-Mobile raises legacy rates, the march towards convergence
12:43
12:43
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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…
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This Week: Business Fixed Wireless Trends with Jake Hawkridge
12:07
12:07
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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…
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This Week: The State of Broadband with Jonathan Chaplin
31:25
31:25
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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…
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This Week: USCC Earnings, Mint Joins the T-Mobile Family
9:37
9:37
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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…
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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…
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This Week: Data Caps for FWA, Comcast Goes Prepaid
12:37
12:37
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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 …
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Tihs Week: Spectrum Mobile's New Anytime Upgrade Plan, Roger gets stuck in traffic
16:49
16:49
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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…
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This Week: Here we go again - Net Neutrality is back in the news
12:39
12:39
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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…
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This Week: Can FWA Help to Bridge the Digital Divide?
8:32
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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…
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This Week: Verizon 5G event, Apple Antitrust
21:04
21:04
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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…
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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…
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This Week: Dish, USCC & Altice Earnings, T-Mobile turns on more 2.5GHz
13:47
13:47
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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…
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This Week: Thoughts on Mobile World Congress 2024
12:58
12:58
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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. …
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This Week: AT&T Outage, Dish Reaches 200M with VONR, Does Retail Still Matter?
14:51
14:51
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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…
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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…
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This Week: Verizon's Sell Side Analyst Event
12:58
12:58
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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…
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This Week: Q4 Earnings Recap, Roger Gets a Vision Pro
23:50
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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 …
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This Week: 12GHz Spectrum Update with Jeff Blum, Chip Pickering and Michael O'Rielly
12:16
12:16
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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…
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This Week: Tis the Season.... for Price Increases
9:37
9:37
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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…
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This Week: CES Impressions, Device Retail in Wireless
13:11
13:11
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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…
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This Week: The Need for Speed - Broadband and Wireless Connections get even Faster
8:27
8:27
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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…
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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…
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This Week: Lessons in Leadership from Denny Strigl
26:01
26:01
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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…
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This Week: All about Broadband and Wireless Net Promoter Score
15:46
15:46
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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…
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This Week: The State of OpenRAN with Bejoy Pankajakshan of Mavenir
20:21
20:21
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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…
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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…
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This Week: Net Neutrality Back in the News
15:01
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:45 Reintroduction of Net Neutrality rules 2:45 Recent history of FCC implementing Net Neutrality 6:30 Regulations on ISPs and Operators vs Tech companies 8:15 Greater threats to free and open internet 11:20 Impact on Network Operators…
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This Week: Innovations in Telecom as a Service with Nico Girard of Oxio
13:22
13:22
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nico Girard, CEO of OXIO 0:45 What is Oxio and how is it different? 3:05 How Oxio got started 4:30 How Oxio delivers advanced services for MobileX 8:00 How can Oxio help invigorate the MVNO market and extend telephony services across b…
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This Week: The Status of OpenRAN with Alok Shah of Samsung Networks
15:23
15:23
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Analysts Daryl Schoolar and Roger Entner discuss the latest news in telecom, media, and technology with special guest Alok Shah Vice President, Networks Strategy, BD, & Marketing at Samsung Electronics America. 1:25 Samsung’s approach to OpenRAN and VRAN 4:00 OpenRAN vs VRAN and how are operators choosing between the two 7:30 Samsung’s view on what…
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This Week: Cable's Continued Growth in Wireless, Verizon Names a Permanent CFO
10:01
10:01
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:24 - Altice releases information about how much of their free mobile customers are converting to paid plans 6:00 FWA a discussion of FWA bundling versus cable bundling 8:45 Verizon names a new CFO Tags: telecom, telecommunications, business, wireless,…
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This Week: Q3 Earnings Spectacular- AT&T, Verizon, T-Mobile, Comcast & Charter
21:19
21:19
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:40 An overview of AT&T’s earnings 3:25 Roger’s article on who is winning on iPhone 15 so far https://www.fiercewireless.com/wireless/whos-leading-iphone-upgrade-game-entner 7:15 Verizon’s Q3 ‘23 earnings 10:37 Discussion on Verizon’s prepaid strategy …
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This Week: Joe Russo on the Future of Verizon's Network
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Joe Russo, EVP and President of Global Networks & Technology at Verizon. 0:45 An update on the state of the Verizon network 1:40 Verizon’s network gets high grades on the Recon Analytics Pulse tool- particularly for FWA and mobility in…
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This Week: Impressions of the 5G Americas Event with the Recon Team and Peter Linder of Ericsson
14:17
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week Roger and Don are joined by the Recon Analytics team, live from the 5G Americas analyst forum: Brett Clark, Mitch Klaassen, Jake Hawkridge and Jared Chavez. Peter Linder of Ericsson also joined the podcast to talk about what he saw at the even…
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This Week: The Future of Distributed Cellular Networks with Frank Mong of Nova Labs
21:57
21:57
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with Frank Mong, COO of Nova Labs. 0:40 What is Nova Labs trying to solve for? 4:34 Building a hybrid distributed cellular infrastructure on CRBS spectrum alongside WiFi and the T-Mobile macro network 6:50 Where are we on the adoption curve for a distrib…
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:20 MobileX is launching in Walmart. What are the implications for the prepaid ecosystem? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, DISH…
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This Week: The Dish 800MHz Spectrum Saga Continues, The First 5G Call from Space, Verizon C-Band Deployment Details
17:20
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 Dish is back in the news, this time the DoJ is backing an extension for the 800 MHz spectrum purchase from T-Mobile 3:50 AST Makes the first 5G voice call from space 6:30 Verizon provides more details around the C-Band deployment progress 12:00 Ver…
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This Week: T-Mobile gets more 600 MHz Spectrum
8:30
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:35 T-Mobile is going to buy Comcast's 600 MHz spectrum 3:30 Will we see a return of the spectrum screen? Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, Verizon…
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This Week: Dish and T-Mobile Disagree Over 14 MHz of Spectrum, Verizon Announces New FWA Plans
14:28
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 T-Mobile and Dish are having trouble coming to an agreement about Dish buying 14 MHz of T-Mobile's 800 MHz spectrum 7:00 Verizon announces new Fixed Wireless Access plans Tags: telecom, telecommunications, business, wireless, cellular phone, cellul…
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