The Week with Roger

Roger Entner
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Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.

  1. VOR 5 TAGEN

    This Week: AT&T’s OneConnect Plan

    Analysts Don Kellogg and Roger Entner evaluate AT&T’s new OneConnect plan, examining its impact on both consumer value and the competitive landscape, as well as new price increases for existing subscribers. 00:00 Episode intro 00:26 New OneConnect plan overview 04:01 ARPU is waning as a metric 04:30 AT&T's strategy with the plan 05:23 Price increases on existing customers 06:21 Will price hikes backfire? 07:54 The company remains focused on the long term 08:33 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, OneConnect, convergence, fiber, cable, FWA, ARPU, ARPA, T-Mobile, bundling, price increases, churn, revenue, EBITDA

    9 Min.

  2. 30. MÄRZ

    This Week: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide

    Analysts Don Kellogg and Roger Entner unpack this week’s top telecom news, including the FCC’s new foreign router ban, the digital divide in switching, and how telecom delivers value amid an inflationary environment. 00:00 Episode intro 00:26 Effects of the foreign router ban 02:21 Router ownership may represent a new digital divide 03:34 Telecom has bucked the affordability crisis 05:00 Value has increased regardless of price 05:38 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, routers, FCC, chips, China, supply chain, FWA, switching, AT&T, rural, affordability, hot spots, data, value

    6 Min.

  3. 23. MÄRZ

    This Week: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands

    Analysts Don Kellogg and Roger Entner discuss the fierce competition between fiber, cable, FWA, and satellite, including who's winning – and where. 00:00 Episode intro 00:25 Fiber segments are winning across the board 01:53 AT&T's fiber gains 02:40 Verizon's fiber gains and convergence 03:09 Cable's fiber gains 04:19 FWA and bundling 04:35 Satellite and rural competition 05:37 Only certain customers will bundle 06:00 T-Mobile's fiber gains are more limited 06:30 Is everything a fiber network? 09:29 Speed is not always a factor 10:53 Starlink vs. fiber in rural areas 13:28 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, fiber, cable, FWA, satellite, ILEC, AT&T, net adds, FirstNet, Verizon, bundling, convergence, Charter, NPS, DSL, BEAD, rural, Starlink, T-Mobile, WISP

    14 Min.

  4. 16. MÄRZ

    This Week: Recon Analytics Acquires Atom Insights adding Device Data dimension

    Analysts Don Kellogg and Roger Entner are joined by Hanish Bhatia from AtomInsights to discuss the company’s recent acquisition by Recon Analytics and how the deal will significantly expand Recon’s data capabilities and value to clients. 00:00 Episode intro 00:22 Acquisition announcement 03:15 Tracking the entire customer journey 04:47 International reach and advanced analytics 06:10 Database integration and capabilities 09:56 AI use for data precision 10:31 Factoring in macroeconomics 11:35 Speed advancements and future expansion 12:59 Enhanced value for semiconductor clients 14:13 Improved sample sizes 14:38 Roger's letter from Total Wireless 15:28 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Hanish Bhatia, AtomInsights, statistics, devices, Canada, international, network, speed, AI, databases, semiconductors, NPS, Total

    16 Min.

  5. 8. MÄRZ

    This Week: AI, 6G, and Satellites- What Really Mattered at Mobile World Congress

    Analysts Don Kellogg and Roger Entner discuss insights from the recent Mobile World Congress connectivity event in Barcelona, including updates on Starlink, AI-RAN, and the state of European telecom. 00:00 Episode intro 00:25 MWC overview and satellite bifurcation 01:55 AI-RAN may be a new revenue stream 03:34 Differences from edge computing 05:14 6G updates and T-Mobile's technical lead 06:06 Data sovereignty is a big issue for Europe 06:50 European company consolidation 07:58 Fraud is a rising concern 08:13 New devices announced at MWC 08:56 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mobile World Congress, SpaceX, AST, Starlink, AI, AI-RAN, compute, T-Mobile, edge computing, network, 6G, 5G, data sovereignty, consolidation, fraud, Samsung, handsets, devices

    10 Min.

  6. 1. MÄRZ

    This Week: Fiber, Phones, and Farewells: The Reshaping of Telecom's Landscape

    Analysts Don Kellogg and Roger Entner unpack the week’s top telecom stories, including a leadership shakeup at Charter, accelerating rural consolidation, and the strategic void left by 5G Americas' dissolution. 00:00 Episode intro 00:25 Charter announces Nick Jeffery as COO 02:46 Rural ISP consolidation accelerates 04:38 5G Americas announces cessation of operations 07:58 Effects on the analyst community 09:01 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Charter, Frontier, Verizon, Vodafone, fiber, cable, Nick Jeffery, Chris Winfrey, rural, Metro Connect, FWA, 5G Americas, AT&T, T-Mobile, Neville Ray, Sprint, Chris Pearson, vendors

    9 Min.

  7. 23. FEB.

    This Week: It’s Not Complicated More Transparency Is Better. AT&T vs T-Mobile

    Analysts Don Kellogg and Roger Entner examine the shifting reporting metrics at AT&T and T-Mobile, and why these optics don’t alter the underlying fundamentals. 00:00 Episode intro 00:24 AT&T's improved disclosures 02:00 The analytics are still on target 03:10 T-Mobile shifts to account-level churn reporting 06:13 Transparency in the wireless industry 07:40 T-Mobile's free line issue 08:57 Listener shout-outs and appreciation 09:21 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, disclosures, AT&T, T-Mobile, churn, Verizon, ARPU, free lines, Q4, Q1

    11 Min.

  8. 16. FEB.

    This Week: T-Mobile - AI, Live Translation, and Key CMD Takeaways

    Analysts Don Kellogg and Roger Entner share insights from the recent T-Mobile Capital Markets Day update event, covering changes in the retail store strategy, new AI translation features, and updated reporting metrics. 00:00 Episode intro 00:24 T-Mobile Capital Markets Day event overview 01:39 Pursuing convergence through fiber and FWA 02:37 Live AI translation could be a game-changer 04:03 Telecom must transcend the “dumb pipe” 05:08 Latency is key going forward 06:01 How AI actually impacts user experience 08:20 Key reporting metrics are changing 10:28 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AI, T-Mobile, retail, FWA, fiber, convergence, USI, translation, network, Verizon, AT&T, latency, Apple, Android, churn, Srini Gopalan

    11 Min.
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Info

Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.

Informationen

  • Erstellt von
    Roger Entner
  • Jahre aktiv
    2020 - 2026
  • Folgen
    200
  • Bewertung
    Unbedenklich
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    © Copyright 2020 Recon Analytics
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    The Week with Roger

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