The Week with Roger

This Week: The FCC's Spectrum Push and T-Mobile's AI Transformation Oct 12, 2026 11:41 Analysts Don Kellogg and Roger Entner discuss the top weekly news stories in telecom, including an upcoming spectrum auction and its implications for satellite providers, as well as the latest developments and future direction of AI implementation.00:00 Episode intro 00:25 New spectrum auction and implications 02:44 FCC is moving quickly 03:27 FCC approves more Starlink satellites 04:22 Deutsche T

This Week: AT&T/T-Mobile/Verizon Satellite JV, Panasonic, and T-Mobile/Sprint Merger Lawsuit Oct 5, 2026 10:53 Analysts Don Kellogg and Roger Entner cover the top telecom news stories of the week, including key updates on satellite tech, recent lawsuit disclosures, industry affordability, and emerging device trends heading into 2027.00:00 Episode intro 00:25 Joint satellite protocol venture appoints a leader 03:12 Deutsche Telekom lawsuit reveals industry trade secrets 05:50 T-Mobile's regulatory fee hikes

This Week: Verizon's Yago Tenorio on Designing the Future of 6G Sep 28, 2026 13:54 Analysts Don Kellogg and Roger Entner are joined by Yago Tenorio, SVP and CTO at Verizon, to discuss the coming of 6G and the future of networks, as well as exciting real world use cases happening right now.00:00 Episode intro 00:24 6G Innovation Forum overview 01:21 Lessons learned from 5G 03:59 What players are needed for 6G? 05:24 Actual test cases for 6G 07:34 Spectrum issues and ISAC 08:48 Fu

This Week: The iPhone Duo and Don't Count Out Cable Sep 21, 2026 13:24 Analysts Don Kellogg and Roger Entner discuss the new iPhone Duo and its prospects vs. the Galaxy Z Fold8, as well as the various strides the cable industry is making despite increased competition. 00:00 Episode intro 00:43 iPhone Duo release breakdown 01:59 Apple vs. Samsung device surveys 03:19 Tactile importance when purchasing 04:26 Device insurance and pricing 05:31 Are cable valuations too

This Week: Consumer Cellular's Ed Evans on Winning with the 50+ Customer Sep 14, 2026 15:05 Analysts Don Kellogg and Roger Entner are joined by Ed Evans, Chairman and CEO of Consumer Cellular, to speak about the company's unique strategy for serving seniors in wireless, its successful use of retail stores, and new and innovative product lines for this sometimes overlooked cohort.00:00 Episode intro 00:26 Consumer Cellular's business model 04:28 Using retail stores effectively 07:07 Knowi

This Week: AI Infrastructure Connectivity with Zayo's Bill Long Sep 7, 2026 16:01 Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product & Strategy Officer at Zayo, to discuss the rapid growth of AI hardware, Zayo’s strategy for capitalizing on the fiber infrastructure needed to support it, and what the next one to two years could bring for the industry.00:00 Episode intro 00:24 Is AI in a bubble? 02:26 Orders for dark fiber 03:25 The shift from traini

This Week: CONX Acquires MobileX and Starlink MVNO Ambitions Aug 31, 2026 06:39 Analysts Don Kellogg and Roger Entner discuss the recent purchase of MobileX by Charlie Ergen-controlled CONX, as well as its implications for the players involved and for the broader MVNO and satellite markets as well.00:00 Episode intro 00:25 Details of the acquisition 01:30 How MVNOs fit into the bigger picture 03:03 Implications for Starlink 04:04 Peter and Charlie's working relationship 05:23

This Week: The FCC's Spectrum Pipeline with Arpan Sura Aug 24, 2026 16:56 Analysts Don Kellogg and Roger Entner are joined by Arpan Sura, Senior Counsel to FCC Chairman Brendan Carr, to discuss the current state of spectrum policy, the changing technological landscape, and the agency’s plans for the future of communications in America. 00:00 Episode intro 00:24 Current spectrum auction policy 02:40 Specific auction timelines 04:59 Growing political support for spectrum

This Week: When Consumer Perception Does Not Match Network Reality Aug 17, 2026 14:05 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

This Week: Starlink's Wireless Ambitions, the Data Center Boom, and Sampath to Zayo Aug 10, 2026 16:32 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?

This Week: Verizon Promotes Alfonso Villanueva and the FirstNet Race Heats Up Aug 3, 2026 11:23 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'

This Week: Q2 '26 Earnings - The Carriers Execute Their CEOs' Visions Jul 27, 2026 14:23 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

This Week: Carrier Repositioning Through Leadership Changes Jul 20, 2026 14:34 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 im

This Week: The Upper C Band Auction and a Win for American Consumers Jul 13, 2026 07:22 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

This Week: Germany's Hyper Scaler Infrastructure Slow Dance Jul 6, 2026 11:51 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 intro00:25 Handelsblatt conference overview01:31 State of the German data center buildout02:44 State of the US buil

This Week: The Half-Connected America and the Case for Universal Offers Jun 29, 2026 10:39 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 Seni

This Week: Verizon’s Simplicity Plan and Another Attempt to Eliminate Device Subsidies Jun 22, 2026 12:05 Analysts Don Kellogg and Roger Entner evaluate the benefits of Verizon's new Simplicity Plan, discuss the evolving device upgrade landscape, and examine AT&T's announcement of its new CFO.00:00 Episode intro 00:24 Overview of Verizon's new plan 02:09 The rewards structure of the plan 03:27 Additional features and junk fee elimination 04:18 Device subsidies are being phased out 07:40 Increasing

This Week: 300th Episode with Craig Moffett on Convergence and Fiber Economics Jun 15, 2026 26:35 Analysts Don Kellogg and Roger Entner celebrate the 300th episode of the show by welcoming telecom legend Craig Moffett, co-founder of Moffett Nathanson, to discuss all things convergence, including the current state of fiber buildouts, evolving bundling strategies, and what market cycles may be signaling for the future.00:00 Episode intro01:00 Convergence and the state of the fiber buildout04:52

This Week: Verizon’s New Network Leader and the Growing AI Memory Crunch Jun 8, 2026 07:54 Analysts Don Kellogg and Roger Entner examine the newest leadership shakeup at Verizon, as well as explore the escalating computer memory crunch and its potential ramifications for the telecom industry. 00:00 Episode intro 00:37 The latest Verizon leadership changes 02:37 International legal complications involved 03:17 The timing of the transition 03:46 Implications for the company 04:52 The syst

This Week: 5 Gig Cable, BEAD Shakeups, and the Starlink Opportunity Jun 1, 2026 09:22 Analysts Don Kellogg and Roger Entner examine the key domestic telecom developments of the week, including rural cable upgrades, recent BEAD turbulence, the buzz surrounding the Starlink IPO, and more. 00:00 Episode intro 00:25 Mediacom Next-Gen network upgrades 02:07 Cable is steadily improving its reputation 02:54 Speed and reliability are both crucial 03:59 Several BEAD providers are stepping b

This Week: Modular Pricing, Network Strain, and California's Copper Standoff May 26, 2026 13:33 Analysts Don Kellogg and Roger Entner unveil insights from Fiber Connect 2026 on data centers and material shortages, and discuss AT&T's new Build-A-Plan rollout as well as their legal fight to sunset legacy copper networks in California. 00:00 Episode intro 00:25 Fiber Connect data center insights 02:51 AI video is driving network requirements 04:41 AT&T's new Build-A-Plan rollout and imp

This Week: AT&T, Verizon, and T-Mobile Join Forces on Satellite Connectivity May 18, 2026 10:37 Analysts Don Kellogg and Roger Entner discuss the new satellite joint venture agreement in principle between Verizon, AT&T, and T-Mobile, exploring its massive implications for satellite providers and consumers alike.00:00 Episode intro 00:25 Details of the potential joint venture 02:23 Universal connectivity is on the horizon 03:36 Implications for Starlink 05:37 The U.S. may set the global s

This Week: Promises, Promises, Promises - Price Locks and the Cost of Predictability May 11, 2026 14:28 Analysts Don Kellogg and Roger Entner dive into the current state of carrier price locks as well as consumer sentiment, exploring the findings from Roger’s new report on the subject, "Promises, Promises, Promises."00:00 Episode intro 00:25 Overview of the price lock landscape 01:34 Verizon's price lock landscape 02:56 T-Mobile's price lock landscape 03:09 Carrier price plans are innumerable 04:41

This Week: Q1 '26 Earnings - Verizon, T-Mobile, and Key Takeaways from Deutsche Telekom May 4, 2026 19:12 Analysts Don Kellogg and Roger Entner break down Q1 earnings for Verizon and T-Mobile, alongside key strategic takeaways from the Deutsche Telekom B2B Conference in Bonn, Germany.00:00 Episode intro 00:26 Verizon's Q1 overview 01:59 Reporting metric changes 04:10 Verizon's future outlook 05:02 T-Mobile's reporting metrics 05:52 T-Mobile's Q1 overview 09:41 Industry-wide fiber net adds 12:10 Charte

This Week: Q1 '26 Earnings - AT&T, Comcast, and Charter and the Rise of Fiber Castles Apr 27, 2026 11:40 Analysts Don Kellogg and Roger Entner dive into Q1 earnings from AT&T, Comcast, and Charter, the importance of fiber castles, and future predictions for Verizon and T-Mobile.00:00 Episode intro 00:25 AT&T Q1 overview 01:19 Fiber castle strategies 04:50 Are cable customers becoming more satisfied? 07:16 Comcast Q1 overview 07:57 Charter Q1 overview 08:32 T-Mobile may struggle with fiber 09:

This Week: What Comes Next When All Networks Are Good Enough? Apr 20, 2026 07:12 Analysts Don Kellogg and Roger Entner discuss the current state of networks, why carriers must shift their strategic focus, and the challenge of truly prioritizing the customer.00:00 Episode intro 00:43 All networks are now “good enough” 02:04 Shifting focus from speed to capabilities 03:20 Meeting consumer needs is paramount 05:50 What follows network emphasis? 06:56 Episode wrap-upTags: telecom,

This Week: Churn and the Future of Loyalty with Jay Cary and Dave Whetstone Apr 13, 2026 16:04 Analysts Brett Clark and Roger Entner are joined by TLC Worldwide CEO Jay Cary and Connex Studio CEO Dave Whetstone to discuss current customer retention challenges and the strategic solutions companies can implement to solve them.00:00 Episode intro 00:26 Why is churn still rising? 02:47 Loyalty plans remain focused on acquisitions 04:36 How to improve loyalty plans 07:00 T-Mobile's positive inte

This Week: AT&T’s OneConnect Plan Apr 6, 2026 08:50 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 h

This Week: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide Mar 30, 2026 05:55 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

This Week: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands Mar 23, 2026 14:07 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 cust

This Week: Recon Analytics Acquires Atom Insights adding Device Data dimension Mar 16, 2026 15:45 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 integ

This Week: AI, 6G, and Satellites- What Really Mattered at Mobile World Congress Mar 8, 2026 09:41 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 bifurcation01:55 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

This Week: Fiber, Phones, and Farewells: The Reshaping of Telecom's Landscape Mar 1, 2026 09:21 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 com

This Week: It’s Not Complicated More Transparency Is Better. AT&T vs T-Mobile Feb 23, 2026 10:34 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

This Week: T-Mobile - AI, Live Translation, and Key CMD Takeaways Feb 16, 2026 10:46 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

This Week: Verizon Consumer's Shakeup and the Search for a New Leader Feb 9, 2026 11:35 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-Lif

This Week: Q4 '25 Earnings - AT&T, Verizon, Comcast, & Charter - Convergence Takes Center Stage Feb 2, 2026 08:29 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 metric

This Week: Comcast’s Xfinity Membership and the True Nature of Rewards Programs Jan 26, 2026 08:42 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

This Week: Verizon — Two Major Wins and One Temporary Setback Jan 19, 2026 15:53 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

This Week: T-Mobile’s Better Value Plan & Who Loyalty Plans Really Target Jan 12, 2026 06:35 Analysts Don Kellogg and Roger Entner discuss T-Mobile's new three-line Better Value family plan, what it means for retention, and how competitors might respond.00:00 Episode intro 00:26 T-Mobile's new family plan overview 01:42 Loyalty plans as acquisition tools 03:26 Who is actually switching? 04:48 FWA and cable retention 05:35 T-Mobile's strategy and episode wrap-upTags: telecom, telecommunica

This Week: The Anxiety Premium and the US Device Insurance Market Jan 5, 2026 14:05 Analysts Don Kellogg and Roger Entner are joined by Recon's XJ Wang to share insights from the new report on device insurance and discuss the changes carriers must make to retain their customer base.00:00 Episode intro 00:26 Device insurance market overview 02:32 The “Income Paradox” and market disruptors 06:05 Innovative strategies in the space 07:58 Carriers should seize opportunities 11:15 Chan

This Week: Genius Myopia - Why Smarter Models Aren't Enough Dec 29, 2025 12:19 Analysts Don Kellogg and Roger Entner are joined by Recon's CEO of AI, Joe Salesky, to discuss his new report on the obstacles to mass AI adoption and what the industry may look like in 2026.00:00 Episode intro00:25 AI adoption has stalled despite model improvement02:17 First-party data's role in adoption03:58 Model Context Protocol is needed05:55 Navigating privacy concerns07:28 When will mass ad

This Week: Christmas Episode - A Spirited Discussion on Wireless Industry Economics with Peter Adderton and Ronan Dunne Dec 22, 2025 42:31 On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon’s Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry.00:00 Episode intro00:27 MVNOs vs. their host carriers04:42 Segmentation as a powerful market force07:42 Wholesale vs. reta

This Week: Super Owner Economics - Comcast & Charter’s Network Jiu-Jitsu Dec 15, 2025 12:48 Analysts Don Kellogg and Roger Entner share insights from Recon’s new Super Owner Economics report as Comcast and Charter look to reshape the wireless industry through CBRS deployment.00:00 Episode intro 00:25 Comcast and Charter build out CBRS networks 02:57 Implications for Verizon and other MSOs 04:59 Cable's strategy and service bundling 06:41 FWA vs. fiber 07:51 Charter's approach to customer

This Week: Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing Dec 8, 2025 09:16 Analysts Don Kellogg and Roger Entner break down the satellite market’s shift toward three dominant players, as well as the complex mix of big personalities and government regulation shaping it.00:00 Episode intro 00:25 The state of satellite and Starlink alternatives 03:01 Amazon Leo's status 03:40 The rise of the three-player market 04:18 Backstopping BEAD and rural access 06:27 Direct to Consum

This Week: A New C-Band Auction & What It Means for Wireless and Satellite Dec 1, 2025 09:42 Analysts Don Kellogg and Roger Entner examine the FCC’s forthcoming C-band spectrum auction and its broader implications for both the wireless and satellite sectors.00:00 Episode intro 00:30 Spectrum auction news and analysis 02:18 Who will be the likely bidders? 03:09 Uses for unlicensed spectrum 04:54 Increased competition in broadband 07:08 How much is the spectrum worth? 08:52 Christmas episod

This Week: Vegas Baby! T-Mobile Easy to Switch Un-carrier Event Nov 24, 2025 18:26 Analysts Don Kellogg and Roger Entner share insights from T-Mobile’s recent Switching Made Easy event in Las Vegas and explore how the Un-carrier’s bold strategies could shake up the industry in the new year.00:00 Episode intro 00:36 T-Mobile's Switching Made Easy event overview 03:17 Utilizing apps to simplify switching 05:17 Carrier switching pain points 07:24 Including devices in the process 09

This Week: Verizon’s Cost-Cutting Drive - A Difficult Step to Ignite Growth in 2026 Nov 17, 2025 07:21 Analysts Don Kellogg and Roger Entner discuss the growing expectations of Verizon layoffs, what a potential restructuring could mean for carrier retail, and why 2026 may be a make-or-break year for the wireless industry. 00:00 Episode intro 00:25 Verizon layoffs overview 02:07 Why Q4 matters 04:13 Carrier cost-cutting and retail evolution 06:17 Layoffs were not a surprise 06:39 2026 will be pivota

This Week: EchoStar’s AWS-3 Deal with SpaceX & T-Mobile’s Text-to-911 Move Nov 10, 2025 09:01 Analysts Don Kellogg and Roger Entner discuss Dish’s Q3 earnings, its sale of spectrum to SpaceX, and T-Mobile’s new Text-to-911 offer that's free to all.00:00 Episode intro 00:26 Dish Q3 earnings overview 01:22 AWS-3 sold to SpaceX 03:03 How will Elon use the spectrum?04:00 T-Mobile offers free emergency 911 texting 04:56 Dead zones are dying 06:52 Charlie Ergen's impressive legacy 08:38 Episode

This Week: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children Nov 3, 2025 17:13 Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into 2026. 00:00 Episode intro 00:25 Verizon earnings overview 02:25 Cable stops raising prices on fewer customers 04:53 How should Verizon use its network? 07:31 Youth-centric plans to attract customers 09:04 Comcast and Charter earnings overview 10:1

This Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results Oct 27, 2025 16:43 Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders.00:00 Episode intro 00:25 AT&T Q3 overview 02:59 Convergence as a key strategy 04:35 T-Mobile Q3 overview 05:27 Price increases and free lines 07:35 AT&T CapEx and rural strategy 09:02 T-Mobile's network

This Week: Change is Afoot- All About Verizon's New CEO Dan Schulman Oct 19, 2025 12:26 AnalystsDon Kellogg and Roger Entner discuss Verizon’s appointment of Dan Schulmanas  its new CEO, exploring what his leadership could mean for both the company and its competition. 00:00 Episode intro 00:39 Dan Schulman as new Verizon CEO 03:16 Schulman's experience aligns with Verizon's strengths 06:44 Pricing and customer service predictions 08:40 Building upon Verizon's corporate legacy09

This Week: ZTE’s Analyst Summit - AI, 6G, and Global Network Innovation Oct 13, 2025 14:34 Analysts Don Kellogg and Daryl Schoolar discuss the recent ZTE Global Summit & User Congress, including insights on the practical use of AI, 6G development, and global network standardization.00:00 Episode intro 00:27 ZTE event overview 01:40 Current and future AI network applications 05:44 How much AI is too much? 06:13 The state of the international market 07:56 Operators need the “next big

This Week: Honoring Pioneers at the 2025 Wireless Hall of Fame Induction Oct 6, 2025 07:52 Analysts Don Kellogg and Jake Hawkridge discuss the recent Wireless Hall of Fame Induction Ceremony, highlighting the five new inductees, their career milestones, and how the industry has evolved.00:00 Episode intro 00:26 Ceremony overview 01:22 The 2025 inductees 01:49 Ken Horowitz's career highlights 02:17 Jesse Russell's career highlights 03:09 Elizabeth Sachs's career highlights 03:29 Tom Stro

This Week: T-Mobile’s New CEO Srini Gopalan and What to Expect Next Sep 29, 2025 08:07 Analysts Don Kellogg and Roger Entner discuss the upcoming appointment of Srini Gopalan as CEO of T-Mobile and what it means for the future of the company.00:00 Episode intro 00:24 Srini Gopalan's background in telecom 01:48 What company aspects might benefit? 02:53 The evolution of T-Mobile's leadership 03:55 T-Mobile's fiber strategy poses challenges 06:02 The new CEO is a solid choice 06:33 Sat

This Week: Inside Ericsson’s Enterprise Push and AI-Driven 5G Solutions Sep 22, 2025 14:19 Analysts Don Kellogg, Daryl Schoolar, and Jake Hawkridge discuss the recent Ericsson analyst event focused on enterprise strategy and AI innovation.00:00 Episode intro 00:29 The Ericsson event focused on enterprise solutions 02:22 Solutions included private networks, 5G, and AI applications 04:42 Aduna for standardizing network APIs 06:48 Private network applications are focused on industry 08:11

This Week: SpaceX’s Spectrum Deal, EchoStar’s Exit, and the Future of Satellite Wireless with Tim Farrar Sep 15, 2025 19:30 Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment.00:00 Episode intro 00:26 SpaceX's purchase of spectrum from EchoStar 02:51 Paying with equity may cause issues 05:43 Potential uses of the spectrum 08:45 The future of AWS-3 1

This Week: Echostar's Spectrum Sale and the Road Forward Sep 8, 2025 11:29 Analysts Don Kellogg and Roger Entner discuss the pending sale of EchoStar's spectrum assets, who stands to benefit, and the role of regulators in shaping the market.*Note: This episode was recorded 9/5/2025 before the SpaceX acquisition of EchoStar's spectrum assets on 9/8/2025.00:00 Episode intro 00:25 The sale of AWS-4 02:03 Who will buy AWS-3 and 700 MHz? 03:54 Dish's path forward depends on r

This Week: T-Mobile’s Business Push, Technology Advantages, and 5G Slicing with Daryl Schoolar Sep 1, 2025 14:55 Analysts Don Kellogg, Roger Entner, and Daryl Schoolar discuss the recent event at the T-Mobile Executive Briefing Center and Innovation Center in Bellevue, WA, highlighting the company's evolving business strategies and innovative technology applications.00:00 Episode intro 00:29 EBC first impressions and company strategy 03:10 Effectiveness of the EBC 04:03 Catering to the relationship aspect of

This Week: Cricket President Angela Rittgers on the Company's Growth Strategy & Prepaid-Postpaid Convergence Aug 25, 2025 12:48 Analysts Don Kellogg and Roger Entner are joined by Angela Rittgers, President of AT&T Prepaid and Cricket Wireless, to discuss Cricket’s operations, recent updates, growth plans, and the increasingly blurred lines between prepaid and postpaid.00:00 Episode intro 00:26 Angela's move to Cricket 03:00 Cricket's approach to wireless 05:00 Atlanta's impact on Cricket 05:45 Cricket's new plans focu

This Week: Deutsche Telekom's New AI Phone & the Future of AI-Device Integration Aug 18, 2025 09:28 Analysts Don Kellogg and Roger Entner discuss the launch of Deutsche Telekom’s new AI-powered T Phone, as well as the evolution of various AI models and their massive looming impact on mobile carriers.00:00 Episode intro 00:37 Deutsche Telekom launches new Android AI phone 02:03 Perplexity's strategy to integrate with phones 03:12 How are search habits changing? 04:41 Copilot as a competitor 05:26

This Week: AT&T’s Customer-First Strategy with Jenifer Robertson Aug 11, 2025 13:54 Analysts Don Kellogg and Roger Entner are joined by Jenifer Robertson, Executive Vice President & General Manager of Mass Markets at AT&T, to discuss the company's recent successes driven by its customer-centric initiatives.00:00 Episode intro 00:24 AT&T's Guarantee has led to satisfaction 03:33 Churn is at low levels 04:32 Best deals for everyone rewards existing customers 07:08 AT&am

This Week: Q2 '25 Earnings from Cable Giants Charter and Comcast Aug 4, 2025 14:19 Ep. 255Analysts Jake Hawkridge and Roger Entner discuss the remaining Q3 earnings from cable giants Charter and Comcast.00:00 Episode intro 00:55 Charter earnings overview 03:49 Cable's subscriber issues 05:27 Comcast earnings overview 06:17 Streaming is flat overall 08:41 Comcast's pricing remains problematic 10:15 Business customers are disappearing 13:11 Fiber as a potential vacation home solut

This Week: Q2 '25 Earnings & T-Mobile's Deal with Comcast & Charter Jul 28, 2025 14:43 Analysts Jake Hawkridge and Roger Entner discuss the new deal between Comcast, Charter, and T-Mobile, as well as Q2 earnings from the big players in telecom.00:31 Comcast and T-Mobile deal 04:59 Verizon Q2 overview 07:26 AT&T Q2 overview 09:42 T-Mobile Q2 overview 12:26 Rising churn and Q2 earnings summary 14:22 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cel

This Week: MobileX & Boost - Golden Hand Shackles or a Golden Opportunity? Jul 21, 2025 13:08 Analysts Don Kellogg and Roger Entner discuss troubles at Boost and how the big personalities at EchoStar might deal with them, plus news about Recon Analytics' device data collection and future projects.00:24 Boost is in trouble 03:22 Funding and vision are needed 05:54 Don's new articles on Trump Mobile and foldable devices 07:26 Recon's advanced device data to be released 11:25 Additional annou

This Week: US Cellular's Final Chapter & the Impending Rural Telecom Consolidation Wave Jul 14, 2025 11:55 Analysts Don Kellogg and Roger Entner discuss the decline and fall of US Cellular, the future of its assets, as well as Recon Analytics' extensive data collection on rural telco consolidation.00:26 DOJ greenlights US Cellular sale 02:10 The company avoided major competition 03:55 A piecemeal sale of its assets 05:57 Regional carriers are waning 07:06 Recon Analytics' rural data project 11:31 Episo

This Week: Innovating Fixed Wireless Services for Enterprises with Eric Watko, CEO of BroadbandOne Jul 7, 2025 16:30 Analysts Don Kellogg and Roger Entner are joined by Eric Watko, CEO of BroadbandOne, to discuss the company's innovative network solutions that are reaching a diverse range of customers all across the nation.00:24 BroadbandOne company profile 03:30 Current and future market operations 04:50 Customer base overview 06:10 Current speeds and use cases 08:16 Unlicensed spectrum use 09:10 Millimeter wav

This Week: Elevating Customer Service, Rewards, and Loyalty with Verizon Consumer Group CEO, Sowmyanarayan Sampath Jun 30, 2025 12:10 Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the company’s cutting-edge customer service strategies and forward-looking vision.00:24 Enhancing customer service through technology 02:58 Proactive problem solving with AI 05:10 My Verizon app features and impact 08:31 Verizon's My Access rewards focus 09:55 Verizon's multi-tiered loyalty strat

This Week: Titans of Prepaid with MobileX's Peter Adderton Jun 23, 2025 17:08 Analysts Don Kellogg and Roger Entner are joined by Peter Adderton, Founder and CEO of MobileX, to discuss the AI-facilitated, customer-centric approach to MVNO service.00:29 MobileX overview 03:30 Breakage and overage vs. churn 05:20 Mobile data usage trends 09:45 Consumers are prioritizing value 11:29 The future of MobileX 14:03 The customer-centric approach 15:55 Consumers are network agnostic

This Week: Discussing the Future of the CBRS Band with Federated Wireless CEO, Iyad Tarazi Jun 16, 2025 20:33 Analysts Don Kellogg and Roger Entner are joined by Iyad Tarazi, CEO of Federated Wireless, to discuss the current landscape and future prospects of CBRS spectrum in the wireless industry.00:25 A career in wireless 01:21 Federated Wireless profile 02:27 The current state of CBRS 06:22 Impact on private wireless 08:32 Competition in the space 11:24 Military impact and the future of CBRS 14:38 Spect

This Week: Recent Regulatory Changes & Recon launches Spanish-Language Telecom Insights Service Jun 9, 2025 15:09 Analysts Don Kellogg and Roger Entner discuss policy changes to BEAD and spectrum policy, as well as the launch of Recon's new Spanish-language consumer insights service.00:24 BEAD to become technology agnostic 02:38 Spectrum pipeline changes 04:47 Recon Analytics launches unique Spanish-language product 09:35 Demographic insights for carriers 12:26 Challenges in analytics expansion & episode

This Week: Takeaways from the Latest Telecom Investor Conferences Jun 2, 2025 15:17 Analysts Don Kellogg and Roger Entner discuss insights gleaned from the most recent round of investor conferences hosted by the leaders in telecom.00:25 AT&T COO speaks about guarantees 01:40 AT&T's slow path to 5G 04:19 AT&T Business segment seeing improvement 05:24 Verizon CRO talks cable 06:07 FWA & cable 09:07 Sampath on churn and overall strategy 12:10 Prepaid is an industry b

This Week: Catching up with CellSite Solutions CEO, Jim Patterson May 26, 2025 19:36 Analysts Don Kellogg and Roger Entner are joined by Jim Patterson, CEO of CellSite Solutions, to discuss the company's current infrastructure support business as well as recent prominent mergers and acquisitions in the telecom industry.http://sundaybrief.com00:26 Jim's career background 03:22 CellSite's current operations 07:39 Charter and Cox merger discussion 12:44 AT&T's Lumen acquisition d

This Week: The New Spectrum Pipeline Proposal & Charter's Acquisition of Cox May 19, 2025 12:11 Analysts Don Kellogg and Roger Entner discuss the new administration's spectrum policy, as well as the details behind Charter's pending purchase of Cox.00:24 Spectrum pipeline proposal may restore FCC authority 04:08 Broadband competition should also benefit 04:56 SpaceX and Dish differ over spectrum use 06:20 Charter's purchase of Cox to shake up cable 09:10 What's in a name? 09:55 Predictions fo

This Week: What a Recession Would Look Like for Telecom & European Cautionary Tales May 12, 2025 12:21 Analysts Don Kellogg and Roger Entner discuss the current state of the economy and what it means for wireless and the broader telecom industry.00:24 The current economic situation for wireless 03:47 U.S. vs. European network comparison 06:12 Prepaid may benefit from a recession 10:30 Recessions mainly affect lower income earners 11:56 Episode wrap-upTags: telecom, telecommunications, wireless, pre

This Week: T-Mobile Experience and Beyond - The Not-So-Un-Carrier's New Plans May 5, 2025 12:28 Analysts Don Kellogg and Roger Entner discuss the features and potential follies of T-Mobile's three new price plans.00:26 T-Mobile's new plans step back from its Un-carrier ethos 04:00 The plans do have some benefits 05:12 Finances are still sound 05:53 Network comes at the expense of value 06:59 A particularly bad time to raise prices? 10:11 Free upgrades aren't exactly free 11:27 Episode wrap-u

This Week: Q1 Earnings Recap and Looming Tariffs Apr 28, 2025 18:26 Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.00:23 Economic headwinds affect Q1 overall 03:16 Verizon Q1 overview 04:32 Free lines are affecting the numbers 06:40 Prepaid growth should not be ignored 07:34 Verizon adjusts reporting on SafeLink and insurance metrics 09:38 T-Mobile shak

This Week: Comcast's New Price Plan and Use Cases for Starlink Apr 21, 2025 13:54 Analysts Don Kellogg and Roger Entner discuss encouraging developments at Comcast that are likely to benefit internet users, along with Starlink’s evolving role in the broadband market.00:25 Comcast announces new price plans and guarantee 05:26 Competition is driving service improvements 07:04 Contracts are unnecessary with quality products 07:37 Guarantees are now commonplace 10:41 Use cases for

This Week: Sunshine and Roses in Telecom-land Apr 14, 2025 17:36 Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.00:53 Verizon's new guarantees may not be enough 3:00 Slowing growth indicates recession 05:16 Tariff implications for smartphones and carriers 10:36 Average Americans are under financial pressur

This Week: Innovations for First Responders with the Vice President of Verizon Frontline, Cory Davis Apr 7, 2025 13:00 Analysts Don Kellogg and Roger Entner are joined by Cory Davis, Vice President ofVerizon Frontline, for a discussion on the company's ongoing commitment topublic safety as well as innovative advancements on the horizon.00:24 Verizon Frontline overview 01:44 5G network redundancy and reliability 02:59 Verizon Frontline's Crisis Response Team 03:36 Growth and innovation in the first responder market

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