The Week with Roger Roger Entner

Analysts Don Kellogg and Roger Entner unpack Charter's new Anytime Upgrade and Low-Cost Device Protection Plan, possible impacts to the cable industry, and the fading relevance of credit scores. Roger also discusses his eclipse viewing and the ensuing New England traffic nightmare.
00:52 Charter announces new Anytime Upgrade plan
01:35 Roger's take on $5 device insurance
03:23 Not subsidizing devices facilitates upgrades
04:21 Charter's strategic aims
07:38 Impacts to cable competitors
09:23 T-Mobile values payment history over credit scores
12:12 Roger's post-eclipse traffic jam
14:44 Planning for the next eclipse

More details on the Spectrum Mobile Plan:
https://corporate.charter.com/newsroom/spectrum-mobile-launches-anytime-upgrade-and-device-protection-plan


Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Charter, Spectrum, upgrade, insurance, cable, Verizon,
T-Mobile, credit score, Comcast, Cox, 5G, solar eclipse, Google Maps, Iceland

Analysts Don Kellogg and Roger Entner dive deep into the prospect of net neutrality's return.
00:25 Roger says net neutrality is déjà vu all over again
02:00 Network slicing
02:59 Who really benefits from net neutrality?
04:04 Title II and political predictions
07:49 Net neutrality as a gateway to price controls
10:12 Net promoter scores are up without net neutrality
11:24 Discussion conclusions
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, net neutrality, FCC, network slicing, Title II, Supreme Court, election, price controls, ACP, net promoter scores, NPS

Analysts Don Kellogg and Roger Entner discuss Roger's latest article on FWA and why this technology is such a winner for the telecom industry.
00:25 Roger's thesis on FWA
02:08 Broadband subsidies and dividing spectrum to foster competition
04:00 FWA's capacity limitations
05:12 FWA and consumer friendliness
05:49 The overall value of FWA
07:22 Wise use of spectrum and conclusions
Roger's Article on Fierce Wireless: https://www.fiercewireless.com/5g/industry-voices-congress-stands-way-broadband-competition

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, FWA, fiber, spectrum, BEAD, RDOF, C-Band, cable, DOCSIS
4.0, Wi-fi

Analysts Don Kellogg and Roger Entner discuss Roger's recent presentation at New Street Research's broadband event, as well as his visit to Verizon headquarters. They also have a spirited debate over the merits of the Apple antitrust lawsuit.
00:48 Roger's presentation and the state of mobile carriers
02:43 Verizon's 5G demo and new sports league use cases
04:04 WiFi sensors for home security and Matter hub integration for smart homes
06:05 The future of routers driving consumer satisfaction
09:16 Verizon's ongoing events
09:54 Roger's overview of the Apple lawsuit
12:09 Roger and Don's differing perspectives on Apple
16:57 Differences between Apple and prior monopolies
19:25 Predictions on Apple's future

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, New Street Research, AT&T, T-Mobile, broadband, Verizon, 5G, FWA, NHL, NFL, tablets, WiFi, Matter, smart homes, router, customer satisfaction, Apple, monopoly, antitrust, Samsung

Analysts
Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss a recent Verizon B2B analyst event at Verizon headquarters.
00:38 Overall impressions of the event
02:27 How Verizon plans to leverage FWA
03:42 Verizon's simplification strategy to increase volume
04:53 Security as a driver of mobile services to businesses
05:50 What about wireline and legacy services?
06:18 FWA use case examples
08:43 In-depth simplification discussion

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Daryl Schoolar, Verizon, B2B, analyst event, FWA,
security, simplification, volume, 5G, wireline, legacy services, private
networks

Analysts Don Kellogg and Roger Entner discuss earnings from the smaller but still significant players in wireless, such as US Cellular, Dish, and Altice. They also discuss T-Mobile's Auction 108 announcement.
00:38 US Cellular maintains the status quo
04:03 Altice net adds and merger rumors with Charter
05:52 Charter's strengths and weaknesses
07:06 Dish reduces customer losses
09:06 T-Mobile's Auction 108 activation
11:44 FWA successes and targeting
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, earnings, UScellular, Dish, Altice, AT&T, T-Mobile,
Verizon, Charter, Comcast, greenfield network, 5G, standalone, Open RAN,
Auction 108, FWA, spectrum, net promoter score, NPS