The Week with Roger

Analysts Don Kellogg and Roger Entner discuss current consumer perceptions surrounding big players in the telecom industry and if the perception matches reality. 00:25 Where do current carriers stand? 1:10 Switching dictates perception 02:25 Verizon vs. T-Mobile on price and network 06:33 4G vs. 5G in reality 08:25 AT&T's perception 09:06 Carrier identity goals 10:00 Cable and Mint 12:12 Cable...

Analysts Don Kellogg and Roger Entner are joined by Mitch Klaassen to discuss AI's impact on data storage and how companies are planning to deal with exponential capacity demands. 00:24 What's next for Recon Analytics? 01:40 Seagate storage study overview 03:11 Businesses differ on AI storage predictions 04:08 Storage types differ by region 05:01 Regulation has a huge impact 05:38 How companies ar...

Analysts Don Kellogg and Roger Entner discuss the impact of AT&T's new guarantee on connectivity, support, and best deals and devices for both fiber and wireless customers. 00:25 Guarantee details 02:19 What makes AT&T's guarantee different? 04:34 Motivations behind the guarantee 05:47 Will promises match reality? 07:36 Risks of the guarantee 09:00 Planning behind the guarantee 10:05 Impac...

Analysts Don Kellogg, Roger Entner, and Daryl Schoolar are joined by Mavenir's SVP of Cloud & AI, Brandon Larson, to discuss the recent analyst event as well as the future of networks and telecom infrastructure. 00:23 Mavenir analyst event overview 03:15 Practical AI applications 05:04 Solving customer problems 06:11 Mavenir company profile 08:45 The future of cloud and AI 11:17 Networks as cr...

Analysts Don Kellogg and Roger Entner provide a thorough breakdown of the past year in telecom, as well as provide insights for 2025 and the new regulatory environment. 00:37 AT&T year in review 01:32 FWA vs. fiber 03:29 T-Mobile year in review 07:25 Verizon year in review 09:36 US Cellular folds 10:15 Boost stays alive 11:24 Cable industry year in review 14:24 Upcoming FCC and regulatory chan...

Analysts Don Kellogg and Roger Entner are joined by Jim Gerace, former Chief Communications Officer of Verizon, to discuss the formation and legacy of the Verizon Credo, as well as how the core values it espouses have contributed to commercial success. 00:24 Verizon Credo concept 02:48 Origins of the Credo 06:39 Adoption of the Credo 09:34 Evolution of the Credo 10:44 Verizon's emphasis on the cus...

Analysts Don Kellogg and Roger Entner are joined by Mint's Chief Marketing Officer Aron North to discuss the company's ascension, unique marketing strategies, and future prospects. 00:25 Aron's career with Mint 02:18 Mint's impressive growth story 07:18 Mint's scientific approach to pricing 10:25 Crafting Mint's marketing message 13:57 The Mintfomercial 15:40 T-Mobile's ownership of Mint 16:04 Min...

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended. 00:24 AT&T Investor Day overview 02:14 Leadership & company turnaround 03:24 Fiber and convergence 06:04 Tech stack simplification and Open RAN 07:34 5G expansion 08:12 Copper reduction targets 08:59 Leverage reduction and capital allocation 10:31 Episode wrap-u...

Analysts Don Kellogg and Roger Entner discuss new developments surrounding DirecTV's shaky deal with TPG, as well as T-Mobile's acquisition of Louisiana BEAD funding and its overall strategy. 00:48 DirecTV's TPG deal falls through 02:55 Are TV satellites obsolete? 04:15 T-Mobile secures large BEAD grant 05:45 T-Mobile's capital allocation strategy 07:00 Episode wrap-up Tags: telecom, telecommunica...

Analysts Don Kellogg and Roger Entner are joined by Nancy Clark, President of Verizon Value, to discuss the company's commitment to revitalizing prepaid. 00:24 Verizon's turnaround of prepaid brands 02:51 Brand differentiation 04:47 Straight Talk's branding 05:50 Customer service's impact on strategy 07:36 Blurring of market segments 09:53 Churn success 11:04 Competition assessment 12:07 Distribut...

Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well. 00:58 AT&T Q3 overview 2:36 Industry upgrade cycles 04:34 T-Mobile Q3 overview 07:29 T-Mobile vs. Verizon 08:20 Verizon Q3 overview 09:05 Comcast Q3 overview 09:48 Altice Q3 overview 10:00 Cable industry predictions 11:20 Dish Q3 overview 13:19 US Cell...

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey. 00:24 Conference overview 02:36 A global view of the industry 03:51 Telco-to-techno journey 04:40 ZTE's optimization focus 05:53 ZTE company profile 07:27 Total cost of ownership metrics 08:40 ZTE's capacity focus and spectrum issues 12:24...

Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry. 00:42 Businesses are ready for AI results 03:15 Amdocs' Gen AI applications 05:32 Are customers satisfied with AI service? 09:48 AI cost savings as a game changer 12:29 Telecom...

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting. 00:25 Verizon's Q3 breakdown 01:20 The metrics that truly matter 03:23 Investor Day fiber discussion 05:33 Investor Day FWA discussion 09:18 What's behind bundling? 10:38 Verizon's strategy vs. AT&T and T-Mobile 15:13 Episode wrap-up Tags: telecom, telecommunicat...

Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry. 00:25 Details of the deal 02:12 Spectrum properties 02:41 US Cellular's decisions inevitably led to the sale 04:08 The impact of rural markets 05:36 Upcoming elections will impact spectrum policy Tags: telecom, telecommunications, wireless, prepaid, po...

Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range. 00:24 CBRS overview 01:24 Military use of CBRS 04:46 The television incentive auction as a useful model 05:24 Power requirements and interference mitigation 07:40 Licensing and interested parties 09:56 Arguments for and against the shift 12:35 The i...

Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup. 00:23 Details of the announcements and potential deals 04:24 Is Dish's spectrum truly valuable? 05:46 Challenges persist regardless of the deal 07:14 Charlie Ergen remains an adept businessperson 07:50 Episode wrap-up Tags: telecom, telecommunications, wirel...

Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish's buildout requirement, as well as the uphill battle the company faces as a whole. 00:25 Dish's FCC decision overview 03:05 The FCC has flip-flopped on this issue 04:11 Other commitments are already underway 06:20 Dish's network is not its main problem 10:55 The FCC shows Dish considerable leeway 12:10 Other companie...

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...

Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users. 00:24 AST's latest launch and satellite communication capabilities 02:54 Emergency and first responder applications 04:25 All phone users should benefit 05...

Analysts Don Kellogg and Roger Entner are joined by Srinivasa Kalapala, SVP of Technology and Product Development at Verizon, to discuss the exciting developments in satellite technology that will soon be available to the average user. 00:25 Verizon's partnership with Skylo for emergency satellite communication 02:30 Possible expansion from emergency use and limitations 06:14 Verizon's satellite s...

Analysts Don Kellogg and Roger Entner discuss the prepaid landscape, including the moves cable is currently making within the segment. 00:23 Prepaid deals show competition is alive and well 02:42 Prepaid as a transitional product 04:30 Who needs an unlimited plan? 06:43 Cable is taking advantage of plan shakeups 09:54 Cable & FWA 12:38 Episode wrap-up Tags: telecom, telecommunications, wireles...

Analysts Don Kellogg and Roger Entner examine the current state of Mint Mobile as well as where the company may be headed following its recent acquisition by T-Mobile. 00:24 Mint has been a success story overall 02:07 Mint's D2C model yields high satisfaction 04:23 Which consumers choose Mint? 05:39 Mint as a price and value leader 06:42 Episode wrap-up Tags: telecom, telecommunications, wireless,...

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 persevering despite challenges 12:18 Google Pixel 9...

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 slow to take action 13:17 Episode wrap-up Tags: telec...