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This Week: The Road Ahead for T-Mobile
Manage episode 441336959 series 3296040
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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 message
08:17 Network speed and satisfaction
11:11 Network slicing and government contracts
14:10 FWA improvements and cable implications
15:23 T-Mobile's vision and industry roles
17:02 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, SMRA, FWA, Verizon, Lumos, Metronet, US Cellular, Deutsche Telekom, fiber, Sam Altman, Jensen Huang, OpenAI, Nvidia, AI-RAN, Ericsson, Nokia, 5G, 6G, Ulf Ewaldsson, network speed, AR, network slicing, AT&T, FirstNet, first responders, cable, Charter, Chris Winfrey, Mike Sievert, Denny Strigl
200 episodes
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