DiscoverThe Week with RogerThis Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results
This Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results

This Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results

Update: 2025-10-27
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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-up


Tags: 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


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This Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results

This Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results