This Week: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children
Description
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-up
Tags: 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
United States
