The Week with Roger Roger Entner

Analysts Don Kellogg and Roger Entner discuss Microsoft's Azure for Operators shakeup, as well as Carlos Slim's new interest in a European telecom.
00:30 Microsoft to quit Affirmed and Metaswitch
02:20 Comparisons to Google
03:31 Microsoft is usually more persistent
06:09 Predictions for virtualized cores and cloud for telco
06:59 Carlos Slim takes a stake in BT
08:52 Predictions for BT

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Microsoft, Azure for Operators, Affirmed, Metaswitch,
Etisalat, Dish, Amazon, Google, Deutsche Telekom, Cisco, AT&T, vCPU, cloud
for telco, Carlos Slim, TracFone, BT

Analysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, as
well as Nvidia's acquisition of spectrum to test Open RAN.
00:25 Verizon's new plan updates may reduce churn
02:11 Prepaid and retail struggles continue
04:03 Verizon's overall strategy
04:28 Nvidia's spectrum acquisition and Open RAN predictions
Note: “Roger erroneously added that OpenRAN efforts only began to stabilize once Dish Network brought on established open RAN vendor Samsung, “which took over a lot of that stack.”” Mavenir continues to play a significant role in Dish’s 5G Open RAN network.

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, net adds, ACP, churn, retail, TracFone, Straight Talk, Visibile, Total, MobileX, Nvidia, spectrum, Open RAN, interoperability, Dish, Samsung, Ericcson, AI

Analysts
Don Kellogg and Roger Entner discuss T-Mobile's recent acquisition of most of US Cellular's assets, including what this means for customers and the other carriers as well.
00:24 Roger's overview of the deal
03:53 What the deal doesn't include
07:16 Don's analysis of customer behavior
09:27 Carrier strategies going forward

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, U.S. Cellular, T-Mobile, spectrum, HHI, Herfindahl Hirschman Index, Verizon, AT&T, C Spire, rural, Sprint, Metro PCS, Nextel, merger, MNO, net adds, 5G

Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics analyst Mitch Klaassen to discuss Ericsson's recent smart factory analyst event. Don and Roger then delve into a T-Mobile price increase as well as the increasing focus on convergence within the industry.
00:36 Smart factory overview
03:19 The push for American tech manufacturing
04:14 T-Mobile raises prices on legacy plans
06:28 Carriers have too many plans
08:09 The “march upward” toward premium plans 10:17 Convergence is key as net adds stagnate

Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics B2B analyst Jake Hawkridge to discuss the results of a recent survey on how businesses use FWA.
00:35 Overview of the survey
03:15 Speed tier FWA focus
04:12 Prioritization FWA focus
04:48 Primary reasons for businesses choosing FWA
07:18 HFC vs. fiber
09:28 Satisfaction with FWA
10:29 FWA bundling
11:26 Episode wrap-up
 
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jake Hawkridge, B2B, FWA, AT&T, Verizon, T-Mobile, speed tier, data, prioritization, data caps, speed caps, speed, reliability, fiber, cable, HFC, hybrid fiber-coaxial, satisfaction, NPS, bundling

Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.
00:55 Jonathan's take on broadband's recent decline
04:48 Roger's analysis of broadband
06:39 Jonathan's no-growth 2024 outlook
07:36 Roger's slightly optimistic 2024 outlook
09:04 Don's FWA predictions
10:49 Cable's culture is problematic
17:19 FWA's value vs. cable
21:08 T-Mobile's plan to buy parts of U.S. Cellular
24:10 What will happen to Dish's spectrum?
30:26 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jonathan Chaplin, New Street Research, broadband, cable, ACP, Charter, RDOF, BEAD, FWA, spectrum, DSL, T-Mobile, Verizon, DOCSIS 3.1, DOCSIS 4.0, NPS, Comcast, symmetrical service, U.S. Cellular, rural, Dish, AWS-3, FCC, Boost Infinite, AT&T