Claim OwnershipThe Week with Roger
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Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.
277 Episodes
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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:27: AT&T’s Q3 earnings are out and here’s the scoop.2:08: Verizon’s earnings are out and the numbers aren’t so great.4:11: Verizon’s churn number is very high. 5:46: Pricing is an issue for Verizon - why?6:58: Promotions and pricing surrounding the newest iPhone release - comparing the three main carriers’ plans.9:04: How does age play into the pricing and packages that the carriers release?11:05: What impressions did Roger & Don walk away with from the T-Mobile Analyst Event last week?Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, AT&T, T-Mobile, Q3 earnings, fixed wireless, iPhone, Netflix, Paramount, Disney+, Apple One,
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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Better Value, plans, satellite, loyalty, tenure, switching, Verizon, AT&T, cable, FWA
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 Changes are key to customer retention 12:35 Report overview and episode wrap-upThe Anxiety Premium: Structural Disruption and Behavioral Economics in the U.S. Device Insurance Market: https://www.reconanalytics.com/products/the-anxiety-premium-structural-disruption-and-behavioral-economics-in-the-us-device-insurance-market/Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, XJ Wang, devices, insurance, switching, Spectrum, AKKO, T-Mobile, AT&T, Verizon, ARPU, Charter, MVNO, churn, retention
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 intro00:25 AI adoption has stalled despite model improvement02:17 First-party data's role in adoption03:58 Model Context Protocol is needed05:55 Navigating privacy concerns07:28 When will mass adoption occur?08:18 Google and Meta's prospects09:14 Predictions for 202610:31 Report overview and future AI research12:03 Episode wrap-upReport link:Genius Myopia: Why Smarter Models Aren't Enough - Digital Product ReportsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Joe Salesky, AI, LLM, NPS, data, OpenAI, Google, Gemini, Microsoft, Claude, MCP, Apple, privacy, Facebook, Meta, 2026
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 intro00:27 MVNOs vs. their host carriers04:42 Segmentation as a powerful market force07:42 Wholesale vs. retail12:31 A lack of choices in the U.S.14:30 Is price the key concern?16:54 Why consumers actually change carriers18:42 Networks depend on MNO pricing20:44 Verizon, Visible, and subscriber growth24:23 MVNO strategy must differ26:20 Upselling lower-income customers27:40 Cable's free line strategy as a model28:51 Is Total relevant or not?31:10 Price vs. value31:57 The current landscape is unsustainable33:36 Which metrics matter?35:52 MVNO branding is falling short39:45 Business models should be customer-centric41:23 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, Ronan Dunne, Christmas, MobileX, O2, Verizon, Boost, MVNO, MNO, carriers, Visible, cable, Comcast, Charter, Europe, Straight Talk, FWA, Mint, pricing, T-Mobile, giffgaff, data, network, Consumer Cellular, TracFone, ARPU, churn, Total, net adds, KPIs, value
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 customers 08:48 Exploding prices are still around 10:35 Consumer satisfaction insights 11:51 Christmas episode teaser and episode wrap-upSuper Owner Economics: Charter & Comcast's Network Jiu-Jitsu - Digital Product ReportsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable, Charter, Comcast, spectrum, CBRS, network, AT&T, T-Mobile, rural, Verizon, bundling, FWA, fiber, DOCSIS 4.0, pricing, NPS, Spectrum Mobile
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 Consumer questions remain 08:19 Shadows of Charlie Ergen 08:55 Episode wrap-upThe “Starlink’s Victory, Amazon’s Sprint and GEOs crashing: The divergent realities of Satellite Broadband” is available at: https://www.reconanalytics.com/products/2027-november-satellite-report-vf/Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing: The Divergent Realities Satellite Broadband - Digital Product ReportsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, satellite, Starlink, BEAD, Amazon, Leo, AST, AT&T, Verizon, Elon Musk, FCC, DoD, Golden Dome, rural, T-Mobile, B2C, spectrum, 5G, Charlie Ergen
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 episode update and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, C-band, FCC, auction, Dish, Elon Musk, unlicensed, FWA, Wi-Fi, BEAD, satellite, rural, Amazon, Leo, Starlink, fiber, Verizon
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 09:46 Upselling and device insurance 13:53 How will the competition respond? 15:29 Ongoing research insights 17:36 2026 industry outlook 18:00 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Un-carrier, switching, Srini Gopalan, Verizon, Dan Schulman, Comcast, Dennis Strigl, T-Life, devices, DoorDash, retail, insurance, Charter, gross adds, research, net adds, 2026
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 pivotal for wireless 07:01 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, layoffs, Dan Schulman, net adds, T-Mobile, gross adds, retail, 2026
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 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, Charlie Ergen, Elon Musk, AWS-3, spectrum, SpaceX, Boost, Verizon, rural, T-Mobile, John Legere, satellite, Starlink, AT&T
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 10:18 2026 industry predictions 12:46 Can T-Mobile overtake Verizon? 14:07 Comcast is poised for change 16:13 Cable vs. wireless in 2026 16:56 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Verizon, Comcast, Charter, Dan Schulman, T-Mobile, AT&T, FWA, Dennis Strigl, network, 5G, cable, Srini Gopalan, Mike Sievert, John Legere, fiber
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 leadership 09:27 AT&T and Verizon's new ad campaigns 11:26 Which metrics are trustworthy? 13:38 Networks are meeting customer needs 15:38 Verizon Q3 predictions and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, convergence, fiber, Frontier, spectrum, T-Mobile, cable, FWA, ARPA, network, satellite, Starlink, Verizon, Comcast, Nielsen, churn, Ookla
AnalystsDon Kellogg and Roger Entner discuss Verizon’s appointment of Dan Schulmanas 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 legacy09:45 Competing in a crowded telecom industry 11:27 Recon's future insights and episode wrap-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Verizon, Dan Schulman, Sampath, Priceline, PayPal,myPlan, AI, customer service, T-Mobile, AT&T, Frontier, cable, Mint, FWA,convergence
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 thing” 09:01 ZTE's Pre6G prototype and 6G development 11:38 Prognosis for global network standardization 13:37 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Daryl Schoolar, ZTE, AI, network, automation, LLMs, microloans, gaming, video, China, 5G, slicing, private networks, B2B, 6G, hardware
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 Stroup's career highlights 03:43 Neville Ray's career highlights and T-Mobile's network evolution 06:36 T-Mobile was well-represented at the ceremony 07:30 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Jake Hawkridge, Wireless Hall of Fame, Wireless History Foundation, Ken Horowitz, Jesse Russell, Elizabeth Sachs, Tom Stroup, Neville Ray, pagers, spectrum, Bell Labs, regulation, satellite, T-Mobile, network, 5G
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 Satellite plans as part of Un-carrier moves 07:20 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Srini Gopalan, Deustche Telekom, Un-carrier, fiber, John Legere, Mike Sievert, BEAD, U.S. Internet, copper, satellite, Verizon, AT&T, AST, Elon Musk
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 Network APIs and 5G laptops 09:44 Development strategy and 5G deployment 12:48 Private networks are gaining traction 13:55 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Daryl Schoolar, Jake Hawkridge, Ericsson, Vonage, private networks, 5G, AI, Aduna, industry, APIs, broadband, core network
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 10:36 What was Charlie's strategy? 13:40 Mint succeeded where EchoStar failed 15:22 EchoStar's failed to convince consumers 15:43 Will Elon market effectively? 17:15 The future of AST 17:58 Contract billing details are crucial to end results 18:53 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Tim Farrar, TMF Associates, satellite, Charlie Ergen, Dish, EchoStar, Elon Musk, Starlink, spectrum, SpaceX, AT&T, Verizon, T-Mobile, DTC, BEAD, AWS-3, AWS-4, FCC, 5G, network, MIMO, Mint, Boost, AST
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 regulators 05:30 Fourth-largest operators traditionally struggle 07:54 MMOs vs. MVNOs 08:39 A failing venture can be a success 10:28 Will spectrum go to good use? 10:49 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, AT&T, AWS-4, Elon Musk, Charlie Ergen, Starlink, FCC, AWS-3, 700 MHz, Verizon, spectrum, T-Mobile, satellite, MVNO, Peter Adderton, Rakuten, network, MMO
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