The Week with Roger

Analysts Don Kellogg and Roger Entner examine insights from the Handelsblatt data center conference in Düsseldorf, covering the rapid expansion of data centers in Germany vs. the U.S., infrastructure and energy challenges ahead, and the implications for telecom networks. 00:00 Episode intro 00:25 Handelsblatt conference overview 01:31 State of the German data center buildout 02:44 State of the US...

Analysts Don Kellogg and Roger Entner discuss Roger's report, "The Half-Connected America," exploring why some people choose not to use broadband and what companies and policymakers can do to address the issue. 00:00 Episode intro 00:25 Who chooses not to connect? 03:00 Privacy and surveillance concerns 03:36 Lack of laptop subsidies hampers connectivity 05:00 Mobile-only internet users 05:37 Seni...

Analysts Don Kellogg and Roger Entner evaluate the benefits of Verizon's new Simplicity Plan, discuss the evolving device upgrade landscape, and examine AT&T's announcement of its new CFO. 00:00 Episode intro 00:24 Overview of Verizon's new plan 02:09 The rewards structure of the plan 03:27 Additional features and junk fee elimination 04:18 Device subsidies are being phased out 07:40 Increasin...

Analysts Don Kellogg and Roger Entner celebrate the 300th episode of the show by welcoming telecom legend Craig Moffett, co-founder of Moffett Nathanson, to discuss all things convergence, including the current state of fiber buildouts, evolving bundling strategies, and what market cycles may be signaling for the future. 00:00 Episode intro 01:00 Convergence and the state of the fiber buildout 04:...

Analysts Don Kellogg and Roger Entner examine the newest leadership shakeup at Verizon, as well as explore the escalating computer memory crunch and its potential ramifications for the telecom industry. 00:00 Episode intro 00:37 The latest Verizon leadership changes 02:37 International legal complications involved 03:17 The timing of the transition 03:46 Implications for the company 04:52 The syst...

Analysts Don Kellogg and Roger Entner examine the key domestic telecom developments of the week, including rural cable upgrades, recent BEAD turbulence, the buzz surrounding the Starlink IPO, and more. 00:00 Episode intro 00:25 Mediacom Next-Gen network upgrades 02:07 Cable is steadily improving its reputation 02:54 Speed and reliability are both crucial 03:59 Several BEAD providers are stepping b...

Analysts Don Kellogg and Roger Entner unveil insights from Fiber Connect 2026 on data centers and material shortages, and discuss AT&T's new Build-A-Plan rollout as well as their legal fight to sunset legacy copper networks in California. 00:00 Episode intro 00:25 Fiber Connect data center insights 02:51 AI video is driving network requirements 04:41 AT&T's new Build-A-Plan rollout and imp...

Analysts Don Kellogg and Roger Entner discuss the new satellite joint venture agreement in principle between Verizon, AT&T, and T-Mobile, exploring its massive implications for satellite providers and consumers alike. 00:00 Episode intro 00:25 Details of the potential joint venture 02:23 Universal connectivity is on the horizon 03:36 Implications for Starlink 05:37 The U.S. may set the global...

Analysts Don Kellogg and Roger Entner dive into the current state of carrier price locks as well as consumer sentiment, exploring the findings from Roger’s new report on the subject, "Promises, Promises, Promises." 00:00 Episode intro 00:25 Overview of the price lock landscape 01:34 Verizon's price lock landscape 02:56 T-Mobile's price lock landscape 03:09 Carrier price plans are innumerable 04:41...

Analysts Don Kellogg and Roger Entner break down Q1 earnings for Verizon and T-Mobile, alongside key strategic takeaways from the Deutsche Telekom B2B Conference in Bonn, Germany. 00:00 Episode intro 00:26 Verizon's Q1 overview 01:59 Reporting metric changes 04:10 Verizon's future outlook 05:02 T-Mobile's reporting metrics 05:52 T-Mobile's Q1 overview 09:41 Industry-wide fiber net adds 12:10 Chart...

Analysts Don Kellogg and Roger Entner dive into Q1 earnings from AT&T, Comcast, and Charter, the importance of fiber castles, and future predictions for Verizon and T-Mobile. 00:00 Episode intro 00:25 AT&T Q1 overview 01:19 Fiber castle strategies 04:50 Are cable customers becoming more satisfied? 07:16 Comcast Q1 overview 07:57 Charter Q1 overview 08:32 T-Mobile may struggle with fiber 09...

Analysts Don Kellogg and Roger Entner discuss the current state of networks, why carriers must shift their strategic focus, and the challenge of truly prioritizing the customer. 00:00 Episode intro 00:43 All networks are now “good enough” 02:04 Shifting focus from speed to capabilities 03:20 Meeting consumer needs is paramount 05:50 What follows network emphasis? 06:56 Episode wrap-up Tags: teleco...

Analysts Brett Clark and Roger Entner are joined by TLC Worldwide CEO Jay Cary and Connex Studio CEO Dave Whetstone to discuss current customer retention challenges and the strategic solutions companies can implement to solve them. 00:00 Episode intro 00:26 Why is churn still rising? 02:47 Loyalty plans remain focused on acquisitions 04:36 How to improve loyalty plans 07:00 T-Mobile's positive int...

Analysts Don Kellogg and Roger Entner evaluate AT&T’s new OneConnect plan, examining its impact on both consumer value and the competitive landscape, as well as new price increases for existing subscribers. 00:00 Episode intro 00:26 New OneConnect plan overview 04:01 ARPU is waning as a metric 04:30 AT&T's strategy with the plan 05:23 Price increases on existing customers 06:21 Will price...

Analysts Don Kellogg and Roger Entner unpack this week’s top telecom news, including the FCC’s new foreign router ban, the digital divide in switching, and how telecom delivers value amid an inflationary environment. 00:00 Episode intro 00:26 Effects of the foreign router ban 02:21 Router ownership may represent a new digital divide 03:34 Telecom has bucked the affordability crisis 05:00 Value has...

Analysts Don Kellogg and Roger Entner discuss the fierce competition between fiber, cable, FWA, and satellite, including who's winning – and where. 00:00 Episode intro 00:25 Fiber segments are winning across the board 01:53 AT&T's fiber gains 02:40 Verizon's fiber gains and convergence 03:09 Cable's fiber gains 04:19 FWA and bundling 04:35 Satellite and rural competition 05:37 Only certain cus...

Analysts Don Kellogg and Roger Entner are joined by Hanish Bhatia from AtomInsights to discuss the company’s recent acquisition by Recon Analytics and how the deal will significantly expand Recon’s data capabilities and value to clients. 00:00 Episode intro 00:22 Acquisition announcement 03:15 Tracking the entire customer journey 04:47 International reach and advanced analytics 06:10 Database inte...

Analysts Don Kellogg and Roger Entner discuss insights from the recent Mobile World Congress connectivity event in Barcelona, including updates on Starlink, AI-RAN, and the state of European telecom. 00:00 Episode intro 00:25 MWC overview and satellite bifurcation 01:55 AI-RAN may be a new revenue stream 03:34 Differences from edge computing 05:14 6G updates and T-Mobile's technical lead 06:06 Dat...

Analysts Don Kellogg and Roger Entner unpack the week’s top telecom stories, including a leadership shakeup at Charter, accelerating rural consolidation, and the strategic void left by 5G Americas' dissolution. 00:00 Episode intro 00:25 Charter announces Nick Jeffery as COO 02:46 Rural ISP consolidation accelerates 04:38 5G Americas announces cessation of operations 07:58 Effects on the analyst co...

Analysts Don Kellogg and Roger Entner examine the shifting reporting metrics at AT&T and T-Mobile, and why these optics don’t alter the underlying fundamentals. 00:00 Episode intro 00:24 AT&T's improved disclosures 02:00 The analytics are still on target 03:10 T-Mobile shifts to account-level churn reporting 06:13 Transparency in the wireless industry 07:40 T-Mobile's free line issue 08:57...

Analysts Don Kellogg and Roger Entner share insights from the recent T-Mobile Capital Markets Day update event, covering changes in the retail store strategy, new AI translation features, and updated reporting metrics. 00:00 Episode intro 00:24 T-Mobile Capital Markets Day event overview 01:39 Pursuing convergence through fiber and FWA 02:37 Live AI translation could be a game-changer 04:03 Teleco...

Analysts Don Kellogg and Roger Entner react to news of Sampath’s pending departure as CEO of Verizon’s Consumer Group, discuss potential successors, and analyze what the leadership shakeup could mean for the competitive landscape. 00:00 Episode intro 00:26 Sampath to exit Verizon 02:26 Who will be next? 04:40 Selection will likely come from outside 06:15 Impact on T-Mobile and its push toward T-Li...

Analysts Don Kellogg and Roger Entner analyze Q4 earnings for AT&T, Verizon, Comcast, and Charter, with additional insights on convergence and FWA. 00:00 Episode intro 00:24 AT&T Q4 overview 01:40 Convergence has supplanted handset upgrades 03:30 Verizon Q4 overview 05:18 Comcast Q4 overview 05:45 Charter Q4 overview 06:35 Charter is taking FWA seriously 07:15 Charter's wireless line metri...

Analysts Don Kellogg and Roger Entner discuss Comcast’s new loyalty program, Xfinity Membership, and whether it will work as intended for the cable giant. 00:00 Episode intro 00:25 Xfinity Membership overview 02:18 Loyalty plans actually drive acquisitions 04:04 Tangible vs. vague rewards 05:17 Verizon and T-Mobile's loyalty programs 06:49 Will these programs work for cable? 07:58 Customer care as...

Analysts Don Kellogg and Roger Entner discuss several Verizon-related topics, including the recent outage, new rules on device unlocking, and the Frontier acquisition, plus HHS's plan to study cellphone radiation. 00:00 Episode intro 00:25 Verizon outage diagnosis 03:23 What's the proper recourse? 04:28 FCC rescinds Verizon's 60-day phone unlocking requirements 07:13 Implications for competitors 0...