The Week with Roger

Analysts Don Kellogg and Roger Entner discuss T-Mobile's new three-line Better Value family plan, what it means for retention, and how competitors might respond. 00:00 Episode intro 00:26 T-Mobile's new family plan overview 01:42 Loyalty plans as acquisition tools 03:26 Who is actually switching? 04:48 FWA and cable retention 05:35 T-Mobile's strategy and episode wrap-up Tags: telecom, telecommuni...

Analysts Don Kellogg and Roger Entner are joined by Recon's XJ Wang to share insights from the new report on device insurance and discuss the changes carriers must make to retain their customer base. 00:00 Episode intro 00:26 Device insurance market overview 02:32 The “Income Paradox” and market disruptors 06:05 Innovative strategies in the space 07:58 Carriers should seize opportunities 11:15 Cha...

Analysts Don Kellogg and Roger Entner are joined by Recon's CEO of AI, Joe Salesky, to discuss his new report on the obstacles to mass AI adoption and what the industry may look like in 2026. 00:00 Episode intro 00:25 AI adoption has stalled despite model improvement 02:17 First-party data's role in adoption 03:58 Model Context Protocol is needed 05:55 Navigating privacy concerns 07:28 When will m...

On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon’s Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry. 00:00 Episode intro 00:27 MVNOs vs. their host carriers 04:42 Segmentation as a powerful market force 07:42 Wholesale vs....

Analysts Don Kellogg and Roger Entner share insights from Recon’s new Super Owner Economics report as Comcast and Charter look to reshape the wireless industry through CBRS deployment. 00:00 Episode intro 00:25 Comcast and Charter build out CBRS networks 02:57 Implications for Verizon and other MSOs 04:59 Cable's strategy and service bundling 06:41 FWA vs. fiber 07:51 Charter's approach to custome...

Analysts Don Kellogg and Roger Entner break down the satellite market’s shift toward three dominant players, as well as the complex mix of big personalities and government regulation shaping it. 00:00 Episode intro 00:25 The state of satellite and Starlink alternatives 03:01 Amazon Leo's status 03:40 The rise of the three-player market 04:18 Backstopping BEAD and rural access 06:27 Direct to Consu...

Analysts Don Kellogg and Roger Entner examine the FCC’s forthcoming C-band spectrum auction and its broader implications for both the wireless and satellite sectors. 00:00 Episode intro 00:30 Spectrum auction news and analysis 02:18 Who will be the likely bidders? 03:09 Uses for unlicensed spectrum 04:54 Increased competition in broadband 07:08 How much is the spectrum worth? 08:52 Christmas episo...

Analysts Don Kellogg and Roger Entner share insights from T-Mobile’s recent Switching Made Easy event in Las Vegas and explore how the Un-carrier’s bold strategies could shake up the industry in the new year. 00:00 Episode intro 00:36 T-Mobile's Switching Made Easy event overview 03:17 Utilizing apps to simplify switching 05:17 Carrier switching pain points 07:24 Including devices in the process 0...

Analysts Don Kellogg and Roger Entner discuss the growing expectations of Verizon layoffs, what a potential restructuring could mean for carrier retail, and why 2026 may be a make-or-break year for the wireless industry. 00:00 Episode intro 00:25 Verizon layoffs overview 02:07 Why Q4 matters 04:13 Carrier cost-cutting and retail evolution 06:17 Layoffs were not a surprise 06:39 2026 will be pivota...

Analysts Don Kellogg and Roger Entner discuss Dish’s Q3 earnings, its sale of spectrum to SpaceX, and T-Mobile’s new Text-to-911 offer that's free to all. 00:00 Episode intro 00:26 Dish Q3 earnings overview 01:22 AWS-3 sold to SpaceX 03:03 How will Elon use the spectrum? 04:00 T-Mobile offers free emergency 911 texting 04:56 Dead zones are dying 06:52 Charlie Ergen's impressive legacy 08:38 Episod...

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into 2026. 00:00 Episode intro 00:25 Verizon earnings overview 02:25 Cable stops raising prices on fewer customers 04:53 How should Verizon use its network? 07:31 Youth-centric plans to attract customers 09:04 Comcast and Charter earnings overview 10:1...

Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders. 00:00 Episode intro 00:25 AT&T Q3 overview 02:59 Convergence as a key strategy 04:35 T-Mobile Q3 overview 05:27 Price increases and free lines 07:35 AT&T CapEx and rural strategy 09:02 T-Mobile's network...

Analysts Don Kellogg and Roger Entner discuss Verizon’s appointment of Dan Schulman as  its new CEO, exploring what his leadership could mean for both the company and its competition. 00:00 Episode intro 00:39 Dan Schulman as new Verizon CEO 03:16 Schulman's experience aligns with Verizon's strengths 06:44 Pricing and customer service predictions 08:40 Building upon Verizon's corporate legacy...

Analysts Don Kellogg and Daryl Schoolar discuss the recent ZTE Global Summit & User Congress, including insights on the practical use of AI, 6G development, and global network standardization. 00:00 Episode intro 00:27 ZTE event overview 01:40 Current and future AI network applications 05:44 How much AI is too much? 06:13 The state of the international market 07:56 Operators need the “next big...

Analysts Don Kellogg and Jake Hawkridge discuss the recent Wireless Hall of Fame Induction Ceremony, highlighting the five new inductees, their career milestones, and how the industry has evolved. 00:00 Episode intro 00:26 Ceremony overview 01:22 The 2025 inductees 01:49 Ken Horowitz's career highlights 02:17 Jesse Russell's career highlights 03:09 Elizabeth Sachs's career highlights 03:29 Tom Str...

Analysts Don Kellogg and Roger Entner discuss the upcoming appointment of Srini Gopalan as CEO of T-Mobile and what it means for the future of the company. 00:00 Episode intro 00:24 Srini Gopalan's background in telecom 01:48 What company aspects might benefit? 02:53 The evolution of T-Mobile's leadership 03:55 T-Mobile's fiber strategy poses challenges 06:02 The new CEO is a solid choice 06:33 Sa...

Analysts Don Kellogg, Daryl Schoolar, and Jake Hawkridge discuss the recent Ericsson analyst event focused on enterprise strategy and AI innovation. 00:00 Episode intro 00:29 The Ericsson event focused on enterprise solutions 02:22 Solutions included private networks, 5G, and AI applications 04:42 Aduna for standardizing network APIs 06:48 Private network applications are focused on industry 08:11...

Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment. 00:00 Episode intro 00:26 SpaceX's purchase of spectrum from EchoStar 02:51 Paying with equity may cause issues 05:43 Potential uses of the spectrum 08:45 The future of AWS-3...

Analysts Don Kellogg and Roger Entner discuss the pending sale of EchoStar's spectrum assets, who stands to benefit, and the role of regulators in shaping the market. *Note: This episode was recorded 9/5/2025 before the SpaceX acquisition of EchoStar's spectrum assets on 9/8/2025. 00:00 Episode intro 00:25 The sale of AWS-4 02:03 Who will buy AWS-3 and 700 MHz? 03:54 Dish's path forward depends on...

Analysts Don Kellogg, Roger Entner, and Daryl Schoolar discuss the recent event at the T-Mobile Executive Briefing Center and Innovation Center in Bellevue, WA, highlighting the company's evolving business strategies and innovative technology applications. 00:00 Episode intro 00:29 EBC first impressions and company strategy 03:10 Effectiveness of the EBC 04:03 Catering to the relationship aspect o...

Analysts Don Kellogg and Roger Entner are joined by Angela Rittgers, President of AT&T Prepaid and Cricket Wireless, to discuss Cricket’s operations, recent updates, growth plans, and the increasingly blurred lines between prepaid and postpaid. 00:00 Episode intro 00:26 Angela's move to Cricket 03:00 Cricket's approach to wireless 05:00 Atlanta's impact on Cricket 05:45 Cricket's new plans foc...

Analysts Don Kellogg and Roger Entner discuss the launch of Deutsche Telekom’s new AI-powered T Phone, as well as the evolution of various AI models and their massive looming impact on mobile carriers. 00:00 Episode intro 00:37 Deutsche Telekom launches new Android AI phone 02:03 Perplexity's strategy to integrate with phones 03:12 How are search habits changing? 04:41 Copilot as a competitor 05:2...

Analysts Don Kellogg and Roger Entner are joined by Jenifer Robertson, Executive Vice President & General Manager of Mass Markets at AT&T, to discuss the company's recent successes driven by its customer-centric initiatives. 00:00 Episode intro 00:24 AT&T's Guarantee has led to satisfaction 03:33 Churn is at low levels 04:32 Best deals for everyone rewards existing customers 07:08 AT&a...

Ep. 255 Analysts Jake Hawkridge and Roger Entner discuss the remaining Q3 earnings from cable giants Charter and Comcast. 00:00 Episode intro 00:55 Charter earnings overview 03:49 Cable's subscriber issues 05:27 Comcast earnings overview 06:17 Streaming is flat overall 08:41 Comcast's pricing remains problematic 10:15 Business customers are disappearing 13:11 Fiber as a potential vacation home sol...

Analysts Jake Hawkridge and Roger Entner discuss the new deal between Comcast, Charter, and T-Mobile, as well as Q2 earnings from the big players in telecom. 00:31 Comcast and T-Mobile deal 04:59 Verizon Q2 overview 07:26 AT&T Q2 overview 09:42 T-Mobile Q2 overview 12:26 Rising churn and Q2 earnings summary 14:22 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, c...