The Week with Roger

Roger Entner

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

  1. -5 J

    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

  2. 1 MARS

    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

  3. 23 FÉVR.

    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

  4. 16 FÉVR.

    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

  5. 9 FÉVR.

    This Week: Verizon Consumer's Shakeup and the Search for a New Leader

    Analysts Don Kellogg and Roger Entner react to news of Sampath’s pending departure as CEO of Verizon’s Consumer Group, discuss potential successors, and analyze what the leadership shakeup could mean for the competitive landscape. 00:00 Episode intro 00:26 Sampath to exit Verizon 02:26 Who will be next? 04:40 Selection will likely come from outside 06:15 Impact on T-Mobile and its push toward T-Life 08:23 AT&T's relative stability and upcoming headquarters move 10:16 Q1 metrics are shifting 10:51 Industry excitement and episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Sampath, CEO, Ronan Dunne, Manon Brouilette, Dan Schulman, Alfonso Villanueva, T-Mobile, T-Life, layoffs, AT&T, John Stankey, headquarters, convergence, John Legere

    12 min

  6. 2 FÉVR.

    This Week: Q4 '25 Earnings - AT&T, Verizon, Comcast, & Charter - Convergence Takes Center Stage

    Analysts Don Kellogg and Roger Entner analyze Q4 earnings for AT&T, Verizon, Comcast, and Charter, with additional insights on convergence and FWA. 00:00 Episode intro 00:24 AT&T Q4 overview 01:40 Convergence has supplanted handset upgrades 03:30 Verizon Q4 overview 05:18 Comcast Q4 overview 05:45 Charter Q4 overview 06:35 Charter is taking FWA seriously 07:15 Charter's wireless line metrics 07:58 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Verizon, Comcast, Charter, cable, net adds, FWA, convergence, devices, churn, iPhone, value, fiber, Frontier, bundling, upgrades, video, NFL, T-Mobile

    8 min

  7. 26 JANV.

    This Week: Comcast’s Xfinity Membership and the True Nature of Rewards Programs

    Analysts Don Kellogg and Roger Entner discuss Comcast’s new loyalty program, Xfinity Membership, and whether it will work as intended for the cable giant. 00:00 Episode intro 00:25 Xfinity Membership overview 02:18 Loyalty plans actually drive acquisitions 04:04 Tangible vs. vague rewards 05:17 Verizon and T-Mobile's loyalty programs 06:49 Will these programs work for cable? 07:58 Customer care as a potential perk and episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Comcast, Xfinity, cable, loyalty, T-Mobile, Peacock, Verizon, churn, NPS, customer-centric, support

    9 min

  8. 19 JANV.

    This Week: Verizon — Two Major Wins and One Temporary Setback

    Analysts Don Kellogg and Roger Entner discuss several Verizon-related topics, including the recent outage, new rules on device unlocking, and the Frontier acquisition, plus HHS's plan to study cellphone radiation. 00:00 Episode intro 00:25 Verizon outage diagnosis 03:23 What's the proper recourse? 04:28 FCC rescinds Verizon's 60-day phone unlocking requirements 07:13 Implications for competitors 08:37 California clears Verizon's acquisition of Frontier 11:31 Convergence is back on the table 12:19 HHS to study cellphone radiation 15:37 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, outage, 5G, network, FCC, spectrum, net neutrality, devices, cable, AT&T, BYOD, churn, Frontier, DSL, convergence, FWA, radiation, safety, HHS, CTIA

    16 min
Tout afficher (200)

À propos

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

Informations

  • Création
    Roger Entner
  • Années d’activité
    2020 - 2026
  • Épisodes
    200
  • Classification
    Tous publics
  • Copyright
    © Copyright 2020 Recon Analytics
  • Site web de l’émission
    The Week with Roger

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