Podcast
The Week with Roger
Hosted by Roger Entner · EN
Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.
22episodes
Episodes
Newest firstAll episodes
This Week: AT&T, Verizon, and T-Mobile Join Forces on Satellite Connectivity
2w ago00:10:37Tap to summarizeAnalysts 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 standard 06:18 Are the coverage wars over? 08:22 Future satellite tech upgrades 09:23 Intent does not always materialize 10:13 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, D2D, device-to-device, spectrum, satellite, rural, dead zones, AST, Leo, Starlink, Elon Musk, coverage, urban, 5G, VoLTE, video
Transcribe →This Week: Promises, Promises, Promises - Price Locks and the Cost of Predictability
3w ago00:14:28Tap to summarizeAnalysts 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 AT&T's price lock landscape 05:22 Charter's price lock landscape 06:06 Comcast's price lock landscape 06:47 Consumers prefer straightforward pricing 07:58 Cable equipment fees as a pain point 09:22 Carrier strategies differ overall 10:07 AT&T OneConnect's pricing 10:54 Fiber vs. satellite 12:03 Carrier reporting frequency 13:14 Report overview and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, price locks, AT&T, Verizon, churn, net adds, T-Mobile, data, Charter, cable, Comcast, inflation, Verizon FiOS, routers, AT&T OneConnect, fiber, FWA, satellite, Starlink, reporting
Transcribe →This Week: Q1 '26 Earnings - Verizon, T-Mobile, and Key Takeaways from Deutsche Telekom
May 400:19:12Tap to summarizeAnalysts 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 Charter's stock and acquisition prospects 12:37 Deutsche Telekom and T-Mobile combination rumors 15:28 Conference insights and European sovereign cloud 17:17 Europe's superior system integration business 17:55 Roger's conference plans and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, earnings, Deutsche Telekom, net adds, AT&T, John Stankey, fiber, FWA, broadband, U.S. Cellular, Srini Gopalan, churn, Charter, Comcast, sovereign cloud, AI, B2B, conference
Transcribe →This Week: Q1 '26 Earnings - AT&T, Comcast, and Charter and the Rise of Fiber Castles
Apr 2700:11:40Tap to summarizeAnalysts 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 09:14 Research report details 09:36 Verizon and T-Mobile future predictions 10:43 Deutsche Telekom merger rumors 11:18 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Comcast, Charter, convergence, fiber, Verizon, Kinetic, Frontier, Lumen, T-Mobile, FWA, cable, NPS, bundling, Srini Gopalan, Deutsche Telekom
Transcribe →This Week: What Comes Next When All Networks Are Good Enough?
Apr 2000:07:12Tap to summarizeAnalysts 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, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, network, Dan Schulman, FWA, 5G, Speedtest, 4K, Verizon, T-Mobile, T-Satellite, value, Consumer Cellular, video, AT&T, reliability
Transcribe →This Week: Churn and the Future of Loyalty with Jay Cary and Dave Whetstone
Apr 1300:16:04Tap to summarizeAnalysts 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 interaction goal 07:51 Customer appreciation is underrated 08:35 The business case for loyalty plans 11:03 Visible and the MVNO landscape 14:04 Marketing strategy suggestions 15:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Roger Entner, Jay Cary, Dave Whetstone, TLC Worldwide, Connex Studio, AT&T, 5G, network, loyalty plans, switching, Comcast, T-Mobile, churn, Ronan Dunne, Verizon, prices, Visible, MVNO, NPS, MNO, Mint, CRM, RCS, marketing
Transcribe →This Week: AT&T’s OneConnect Plan
Apr 600:08:50Tap to summarizeAnalysts 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 hikes backfire? 07:54 The company remains focused on the long term 08:33 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, OneConnect, convergence, fiber, cable, FWA, ARPU, ARPA, T-Mobile, bundling, price increases, churn, revenue, EBITDA
Transcribe →This Week: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide
Mar 3000:05:55Tap to summarizeAnalysts 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 increased regardless of price 05:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, routers, FCC, chips, China, supply chain, FWA, switching, AT&T, rural, affordability, hot spots, data, value
Transcribe →This Week: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands
Mar 2300:14:07Tap to summarizeAnalysts 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 customers will bundle 06:00 T-Mobile's fiber gains are more limited 06:30 Is everything a fiber network? 09:29 Speed is not always a factor 10:53 Starlink vs. fiber in rural areas 13:28 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, fiber, cable, FWA, satellite, ILEC, AT&T, net adds, FirstNet, Verizon, bundling, convergence, Charter, NPS, DSL, BEAD, rural, Starlink, T-Mobile, WISP
Transcribe →This Week: Recon Analytics Acquires Atom Insights adding Device Data dimension
Mar 1600:15:45Tap to summarizeAnalysts 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 integration and capabilities 09:56 AI use for data precision 10:31 Factoring in macroeconomics 11:35 Speed advancements and future expansion 12:59 Enhanced value for semiconductor clients 14:13 Improved sample sizes 14:38 Roger's letter from Total Wireless 15:28 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Hanish Bhatia, AtomInsights, statistics, devices, Canada, international, network, speed, AI, databases, semiconductors, NPS, Total
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