The Week with Roger

Analysts Don Kellogg and Roger Entner are joined by T-Mobile CMO Allan Samson to unpack the new T-Mix program, its core philosophy, and how it gives customers greater control and perks.00:00 Episode intro 00:25 T-Mix program overview 02:25 T-Life app integration and 90 day rolling perk selection 06:35 Highlighted perks and customer benefits 08:00 Key brand partnerships 09:03 Transparent benefit pricing 09:58 Factoring in device choice 11:30Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Allan Samson, T-Mobile, T-Mix, apps, plans, network, devices, T-Life, perks, movies, tickets, Netflix, Delta, Samsung, Galaxy

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon and T-Mobile, as well as the impact of Starlink and realignments for both rural markets and the cable industry.00:00 Episode intro 00:28 Verizon Q3 overview 03:10 Starlink's implication on carriers 04:59 T-Mobile Q3 overview 06:41 T-Mobile's business segment growth 07:32 Cable as business segment competition 08:40 Cable's realignment and workforce issues 09:35 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, Dan Schulman, net adds, churn, Starlink, rural, Srini Gopalan, Chris Sambar, cable, AT&T, Comcast, Charter, Cox

Analysts Don Kellogg and Roger Entner analyze Q3 earnings from Starlink, AT&T, and Comcast, while evaluating AT&T's exit from Mexico and T-Mobile's strained partnership with Starlink.00:00 Episode intro00:54 Starlink Q3 overview and mobile aspirations02:13 Starlink's timelines and market ceiling04:42 AT&T Q3 overview05:31 Starlink as AT&T's rival06:06 AT&T's focus on fiber06:58 Comcast Q3 overview08:32 AT&T exits the Mexican market10:51 Petition for T-Mobile to cut Starlink ties and spectrum issues12:42 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Starlink, AT&T, Verizon, T-Mobile, Comcast, spectrum, satellite, convergence, Elon Musk, net adds, fiber, FWA, Internet Air, performance, Mexico, John Stankey, America Movil, Carlos Slim, Tracfone, Thaddeus Arroyo, T-Satellite

Analysts Don Kellogg and Roger Entner are joined by Ray Dolan, CEO of Cohere Technologies, to discuss what the 6G rollout will look like, the introduction of physical AI, and how existing telecom infrastructure can be repurposed for intelligent applications.00:00 Episode intro00:24 Development of modern voice systems2:59 The “fat pipe” and TCP/IP04:38 6G and future technologies07:20 Coverage and architecture improvements10:44 Scaling initiatives at Cohere13:07 Developing Counter-UAS solutions15:11 The shift from telecom to intelligence infrastructure16:35 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Ray Dolan, Cohere, 4G, 5G, Bell Labs, Qualcomm, TCP/IP, 6G, reflectivity, radar, spectrum, robotics, physical AI, ISAC, AI, DSS, drones, C-UAS, intelligence

Analysts Don Kellogg and Roger Entner discuss the top weekly news stories in telecom, including an upcoming spectrum auction and its implications for satellite providers, as well as the latest developments and future direction of AI implementation.00:00 Episode intro 00:25 New spectrum auction and implications 02:44 FCC is moving quickly 03:27 FCC approves more Starlink satellites 04:22 Deutsche Telekom's AI Investor Day and data center announcements 05:37 T-Mobile's AI implementation announcements 07:06 Live translation research and findings 08:02 Physical AI as the new frontier 09:14 Limits to AI advancements? 11:26 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FFC, auction, spectrum, Ligardo, Starlink, Elon Musk, Brendan Carr, Deutsche Telekom, satellite, AI, T-Mobile, Germany, data centers, customer service, T-Life, Srini Gopalan, live translation, physical AI, Planet Fitness, churn, prices