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…

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…

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…

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…

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,…

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 …

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…

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…

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…

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…

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…

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…

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…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest John Dwyer, President of Prepaid and Cricket Wireless at AT&T. 0:48: John shares a “State of the Union” in prepaid and specifically for Cricket. 3:10: How have customer expectations changed today versus before the pandemic? 4:33: AT&T …

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:26: Verizon just released news about their C-Band deployment - what is their news and how it affects the rest of the industry. 1:44: How Verizon compares to T-Mobile currently. 3:41: What are the real-world uses for mid-band spectrum right now? 4:49: …

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology joined by special guest and new analyst at Recon - Daryl Schoolar. 1:23: DISH and Echostar are joining forces - what this could mean for both companies. 3:57: Building a 5G OpenRAN network from scratch is expensive and tough. 5:10: T-Mobile has shared th…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: US Cellular reported their Q2 earnings along with some surprising news. 3:51: US Cellular could be an interesting acquisition for someone. 6:44: US Cellular owns their own towers - the problem with that from an acquisition standpoint. 8:35: Could …

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:41: Q2 Earnings reports are out - what Verizon’s numbers tell us. 4:17: How did AT&T do? 5:10: T- Mobile continues to report very strong numbers. 6:58: What did Comcast and Charter do well and not so well? 9:42: The Wall Street Journal ran an article …

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:25: The newest updates to streaming and the difference between paid, borrowed, and bundled. 1:55: How many streaming customers are sharing passwords and how that’s affecting each of the platforms. 3:24: Customers don’t seem to care for AppleTV. 5:07: …

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:25: Fixed Wireless Access - an introduction. 1:55: The connection between mobile and FWA and why FWA is a threat to everyone. 6:03: What the model shows us about fallow capacity currently and into the future. 8:52: What the net promoter scores show in…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: Roger and Don recently co-authored an article comparing the CEOs of the top three wireless companies - how are they comparing them? 2:00: An interesting find when comparing postpaid net-adds. 5:36: The difference in strategies between the companie…

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: The latest update on the conflict between the airlines’ altimeters and C-Band deployment. 2:12: Is there actually a safety risk to airline customers? 3:51: Spectrum news from China regarding 5G & 6G - how does it compare to what the US is doing? 7…