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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 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-up

Tags: 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