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.
265 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,
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
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 of sales 05:33 T-Mobile's technology advantages 08:42 T-Mobile events are well-rounded 11:00 Slicing and private networks 14:20 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, T-Mobile, L4S, 5G Advanced, slicing, 5G Standalone, Verizon, AT&T, satellite, T-Priority, gaming, private networks
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 focus on unlimited data and hotspots 07:39 Prepaid and postpaid are blending 11:45 Cricket's plan for growth 12:28 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Angela Rittgers, AT&T, Cricket, Boost, Virgin Mobile, John Dwyer, Atlanta, plans, data, hotspots, multiline, devices, value, network, churn
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 05:26 T Phone represents the future even to US carriers 07:19 Apple Intelligence has held carriers back 07:54 AI continues to advance rapidly 09:05 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AI, Deutsche Telekom, T Phone, Perplexity, Comet, Chrome, Microsoft, Edge, Copilot, AT&T, Verizon, T-Mobile, Google One, Apple Intelligence, ChatGPT, Claude
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&T Turbo and Internet Air 08:31 Leadership changes spurred technological investment 11:26 Fiber has proven reliable 13:21 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jenifer Robertson, AT&T, guarantee, network, AI, churn, FWA, convergence, AT&T Turbo, AT&T Internet Air, fiber, reliability
Ep. 255Analysts 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 solution 13:44 Episode wrap-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Jake Hawkridge, Roger Entner, Charter, Comcast, Cox, earnings, net adds, FWA, fiber, cable, RDOF, T-Mobile, NPS, Verizon, churn, Peacock, streaming, AT&T
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-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Jake Hawkridge, Roger Entner, Verizon, AT&T, T-Mobile, earnings, Comcast, Charter, cable, MVNO, net adds, churn, Project 624, devices, FirstNet, fiber, FWA, Hispanic market
Analysts Don Kellogg and Roger Entner discuss troubles at Boost and how the big personalities at EchoStar might deal with them, plus news about Recon Analytics' device data collection and future projects.00:24 Boost is in trouble 03:22 Funding and vision are needed 05:54 Don's new articles on Trump Mobile and foldable devices 07:26 Recon's advanced device data to be released 11:25 Additional announcements and plans 12:11 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Boost, Charlie Ergen, Peter Adderton, Dish, EchoStar, Verizon, MVNO, Light Reading, Trump Mobile, foldable, devices
Analysts Don Kellogg and Roger Entner discuss the decline and fall of US Cellular, the future of its assets, as well as Recon Analytics' extensive data collection on rural telco consolidation.00:26 DOJ greenlights US Cellular sale 02:10 The company avoided major competition 03:55 A piecemeal sale of its assets 05:57 Regional carriers are waning 07:06 Recon Analytics' rural data project 11:31 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, US Cellular, AT&T, Verizon, T-Mobile, spectrum, rural, FCC, DOJ, C Spire, copper, fiber, Frontier, NPS
Analysts Don Kellogg and Roger Entner are joined by Eric Watko, CEO of BroadbandOne, to discuss the company's innovative network solutions that are reaching a diverse range of customers all across the nation.00:24 BroadbandOne company profile 03:30 Current and future market operations 04:50 Customer base overview 06:10 Current speeds and use cases 08:16 Unlicensed spectrum use 09:10 Millimeter wave reasoning and hardware configurations 14:20 Meeting different market needs 15:15 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Eric Watko, BroadbandOne, FWA, internet, fiber, spectrum, WISP, MSP, SD-RAN, mmWave, LMDS, MDU
Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the company’s cutting-edge customer service strategies and forward-looking vision.00:24 Enhancing customer service through technology 02:58 Proactive problem solving with AI 05:10 My Verizon app features and impact 08:31 Verizon's My Access rewards focus 09:55 Verizon's multi-tiered loyalty strategy 10:29 Long-term customer service goals 11:27 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Verizon, customer service, AI, case management, apps, Google, rewards, loyalty, vision
Analysts Don Kellogg and Roger Entner are joined by Peter Adderton, Founder and CEO of MobileX, to discuss the AI-facilitated, customer-centric approach to MVNO service.00:29 MobileX overview 03:30 Breakage and overage vs. churn 05:20 Mobile data usage trends 09:45 Consumers are prioritizing value 11:29 The future of MobileX 14:03 The customer-centric approach 15:55 Consumers are network agnostic 16:36 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, MobileX, MVNO, Boost, AI, machine learning, carriers, breakage and overage, ARPU, churn, data, FWA, cable, NPS, Verizon, Tracfone, network, T-Mobile
Analysts Don Kellogg and Roger Entner are joined by Iyad Tarazi, CEO of Federated Wireless, to discuss the current landscape and future prospects of CBRS spectrum in the wireless industry.00:25 A career in wireless 01:21 Federated Wireless profile 02:27 The current state of CBRS 06:22 Impact on private wireless 08:32 Competition in the space 11:24 Military impact and the future of CBRS 14:38 Spectrum allocation scenarios 18:29 The spectrum sharing business model 20:12 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Iyad Tarazi, Federated Wireless, software, SaaS, cloud, spectrum, CBRS, GAA, Verizon, fixed wireless, network, military, carriers, sharing
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