The Week with Roger

Analysts Don Kellogg and Roger Entner examine insights gained regarding Starlink's operation and make predictions for its future as a service provider. 00:25 Survey results for Starlink 04:34 Starlink's router is top quality 05:28 Survey cNPS (net promoter) scores reveal a new hierarchy 09:24 Starlink's website and gaming performance 10:20 Starlink's value for price 11:02 Comcast Business will off...

Analysts Don Kellogg and Roger Entner break down Q2 earnings from Verizon, AT&T, Comcast, and Charter. 00:44 Verizon's Q2 earnings 03:09 AT&T's Q2 earnings 04:48 Comcast's Q2 earnings 05:53 Charter's Q2 earnings 07:40 Industry Q2 earnings overview 08:30 Convergence is happening 08:57 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg...

Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may require carriers to unlock devices much sooner rather than later. 00:25 FCC plan details and carrier implications 03:11 Most people don't understand unlocking 03:44 Why are devices locked anyway? 06:03 Predictions if implemented 07:26 Carriers differ greatly on the issue 10:22 Episode wrap-up Tags: telecom, telecommunication...

On their 200th episode, analysts Don Kellogg and Roger Entner discuss T-Mobile's pending auction of 800 MHz spectrum and what entity may ultimately end up purchasing it. 00:27 T-Mobile's forced sale of spectrum 02:28 Potential uses for the spectrum 02:54 Why Dish won't buy 03:37 Auction details 04:08 This band is not particularly useful 05:00 Possible public utility use 06:41 What carriers actuall...

Analysts Don Kellogg and Roger Entner discuss the landmark Chevron deference Supreme Court case and what it means for the future of telecom. 00:23 Chevron deference overview 03:33 Politicization of the process 04:18 Power shifts away from agencies 05:00 Relevance of the Telecom Act 06:19 Settled law is no longer settled 06:55 Predictions for the industry Tags: telecom, telecommunications, wireless...

Analysts Don Kellogg and Roger Entner discuss Verizon's recent rebranding, complete with a new logo and ad campaign as well as features for both consumers and business. 00:24 Verizon's rebranding overview 1:47 Expanding use case focus 4:28 myHome and bundling streaming 8:05 Handset trade-in program 09:18 Will AI drive phone purchasing again? 11:47 Verizon Access deals and giveaways 12:58 Verizon B...

Analyst Don Kellogg receives an update from Roger Entner and Daryl Schoolar, who are attending the Digital Transformation World conference in Copenhagen. 00:25 Overview of the conference 04:06 Practical AI use cases 07:27 Cloud native is crucial for operators 08:24 Corporate culture is a sticking point 09:10 How should outages be treated? 10:22 Event wrap-up https://dtw.tmforum.org/ Tags: telecom,...

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 a stake in BT 08:52 Predictions for BT Tags: tele...

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 erroneously added that OpenRAN efforts only began t...

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, telecommunications, wireless, prepaid, postpaid, cel...

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 manufacturing 04:14 T-Mobile raises prices on legacy plans...

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 with FWA 10:29 FWA bundling 11:26 Episode wrap-up &nb...

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 Roger's slightly optimistic 2024 outlook 09:04 Do...

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: telecom, telecommunications, wireless, prepaid, postp...

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 Verizon's Q1 Earnings 10:50 T-Mobile's Q1 Earnings...

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 08:01 Trends in the prepaid segment 09:03 DOCSIS 4...

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 on $5 device insurance 03:23 Not subsidizing devi...

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 without net neutrality 11:24 Discussion conclusions T...

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 Wise use of spectrum and conclusions Roger's Article...

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 use cases 04:04 WiFi sensors for home security and...

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 about wireline and legacy services? 06:18 FWA use cas...

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 07:06 Dish reduces customer losses 09:06 T-Mobile's Au...

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. domestic Standalone and 5G-Advanced 10:47 A...

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 “Do wireless brands still need retail?” Tags...

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 Sky Glass 02:10 Upcoming device-based security syst...