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. hace 11 h

    This Week: When Consumer Perception Does Not Match Network Reality

    Analysts Don Kellogg and Roger Entner unpack the FCC’s latest developments, examine real-world data on internet providers including Optimum, and discuss ongoing customer service concerns. 00:00 Episode intro 00:24 New FCC nomination news 01:47 FCC's potential satellite expansion 02:42 Ranking internet provider speeds 03:47 Survey information difficulties 06:29 Do devices still matter? 08:04 Optimum's current metrics 10:29 Network status and customer retention 12:12 The state of customer service 13:41 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, Danielle Thumann, Brendan Carr, satellite, cable, fiber, FWA, DSL, devices, T-Mobile, AT&T, Apple, Qualcomm, Verizon, Android, network, Optimum, SFR, customer service

  2. 10 ago

    This Week: Starlink's Wireless Ambitions, the Data Center Boom, and Sampath to Zayo

    Analysts Don Kellogg and Roger Entner discuss the announcement of Sampath being named CEO at Zayo, their ongoing research into the immense scale of the data center buildout, as well as Starlink's prospects as a wireless operator. 00:00 Episode intro 00:24 Sampath named CEO at Zayo 01:07 Research on data center buildout insights 03:44 Starlink as a wireless operator 05:50 What spectrum will be used? 08:29 Network and satellite predictions 10:14 Scale of the potential network 13:52 Elon's track record and time horizon 16:06 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Zayo, fiber, data centers, AI, Starlink, Elon Musk, data, T-Mobile, Grain, spectrum, Dish, FCC, rural, 5G, Grok, Tesla, SpaceX, X, cable, FWA

  3. 3 ago

    This Week: Verizon Promotes Alfonso Villanueva and the FirstNet Race Heats Up

    Analysts Don Kellogg and Roger Entner discuss the leadership changes at Verizon, changes in metric transparency and the shift to ARPA, and what AT&T's 5G standalone core means for the increasingly competitive first responder market. 00:00 Episode intro 00:25 Leadership changes at Verizon 02:00 Effects on company strategy and operations 03:00 ARPA and changes in reporting metrics 05:47 AT&T's 5G standalone core and its impact on first responders 07:55 Network live testing results 08:23 T-Priority and the competition 10:56 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Alfonso Villanueva, Sampath, Dan Schulman, ARPA, metrics, Apple, AT&T, FirstNet, 5G, slicing, spectrum, first responders, T-Priority, T-Mobile

  4. 27 jul

    This Week: Q2 '26 Earnings - The Carriers Execute Their CEOs' Visions

    Analysts Don Kellogg and Roger Entner break down Q2 earnings from the major players across telecom and cable, examining key numbers as well as industry-wide trends and developments shaping the market. 00:00 Episode intro 00:30 AT&T Q2 overview 02:46 AT&T's convergence strategy 04:18 Starlink's improving reliability 06:15 Comcast and Charter Q2 overview 07:05 Cable customer satisfaction and strategic outlook 08:01 T-Mobile Q2 overview 10:12 Verizon Q2 overview 11:57 Q2 telecom industry trends and outlook 12:40 Device subsidies and the future of wireless promotions 14:02 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, fiber, net adds, transparency, FirstNet, convergence, FWA, AI, John Stankey, Charter, Starlink, Comcast, cable, T-Mobile, churn, broadband, Verizon, iPhone, devices

  5. 20 jul

    This Week: Carrier Repositioning Through Leadership Changes

    Analysts Brett Clark and Roger Entner discuss leadership changes at T-Mobile and AT&T, cable's growing role in mobile, and Verizon's retail cost-cutting. 00:00 Episode intro 00:30 Leadership changes at T-Mobile 03:06 Chris Sambar's new role 03:51 T-Mobile for Business positioning 05:27 Mike Katz's impact 06:37 Cable's mobile growth 07:56 Verizon cost-cutting and layoffs 09:15 Retail strategy implications 10:46 Pascal Desroches leaving AT&T 12:31 Restoring investor trust 12:58 C-suite trust 14:04 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Roger Entner, T-Mobile, Mike Katz, André Almeida, Chris Sambar, AT&T, FirstNet, T-Mobile for Business, Verizon, MVNO, cable, Charter, Dan Schulman, retail, gross adds, net adds, churn, Pascal Desroches, Jennifer Biry, John Stankey, convergence, investors

  6. 13 jul

    This Week: The Upper C Band Auction and a Win for American Consumers

    Analysts Don Kellogg and Roger Entner discuss the FCC’s move to expedite the upcoming Upper C-band spectrum auction, its impact on various companies and industry segments, and why it may represent a win for American consumers. 00:00 Episode intro 00:25 Upper C-band auction overview 02:23 Utility and applications of the spectrum 03:05 Comparison with previous auctions 03:38 Forecasts for Starlink's strategy 04:43 Accelerated timeline and implications for cable 06:04 Industry deleveraging trends 06:30 Historical outcomes of spectrum purchases 06:51 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, auction, spectrum, Upper C-band, Big Beautiful Bill, Verizon, FWA, EchoStar, Starlink, Elon Musk, urban, rural, cable, deleveraging

  7. 6 jul

    This Week: Germany's Hyper Scaler Infrastructure Slow Dance

    Analysts Don Kellogg and Roger Entner examine insights from the Handelsblatt data center conference in Düsseldorf, covering the rapid expansion of data centers in Germany vs. the U.S., infrastructure and energy challenges ahead, and the implications for telecom networks. 00:00 Episode intro 00:25 Handelsblatt conference overview 01:31 State of the German data center buildout 02:44 State of the US buildout 03:23 Shortages are on the horizon 05:16 Electricity demands 06:06 Repurposing German data center heat 07:38 Cooling challenges 08:39 Why expansion must continue despite challenges 10:03 How data centers are reshaping telecom 11:30 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Germany, Handelsblatt, Deutsche Telekom, T-Mobile, data centers, electricity, AI, shortages, BEAD, memory, RAM, routers, cooling, GDPR, regulations

  8. 29 jun

    This Week: The Half-Connected America and the Case for Universal Offers

    Analysts Don Kellogg and Roger Entner discuss Roger's report, "The Half-Connected America," exploring why some people choose not to use broadband and what companies and policymakers can do to address the issue. 00:00 Episode intro 00:25 Who chooses not to connect? 03:00 Privacy and surveillance concerns 03:36 Lack of laptop subsidies hampers connectivity 05:00 Mobile-only internet users 05:37 Seniors and smartphone challenges 06:18 Wireless home internet options 06:55 Affordability for low-income consumers 07:36 Respecting consumer choices & AI integration importance 09:20 Laptop subsidies could bridge the gap 10:06 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, broadband, NTIA, Lifeline, surveillance, BEAD, fiber, smartphone, NPS, hotspots, copper, subsidies, AI, Chromebook, government, privacy

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

Información

  • Creador
    Roger Entner
  • Años de actividad
    2020 - 2026
  • Episodios
    200
  • Clasificación
    Apto
  • Copyright
    © Copyright 2020 Recon Analytics
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    The Week with Roger

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