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.
34episodes
Episodes
Newest firstAll episodes
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
Transcribe →This Week: AI, 6G, and Satellites- What Really Mattered at Mobile World Congress
Mar 800:09:41Tap to summarizeAnalysts 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 sovereignty is a big issue for Europe 06:50 European company consolidation 07:58 Fraud is a rising concern 08:13 New devices announced at MWC 08:56 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mobile World Congress, SpaceX, AST, Starlink, AI, AI-RAN, compute, T-Mobile, edge computing, network, 6G, 5G, data sovereignty, consolidation, fraud, Samsung, handsets, devices
Transcribe →This Week: Fiber, Phones, and Farewells: The Reshaping of Telecom's Landscape
Mar 100:09:21Tap to summarizeAnalysts 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 community 09:01 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Charter, Frontier, Verizon, Vodafone, fiber, cable, Nick Jeffery, Chris Winfrey, rural, Metro Connect, FWA, 5G Americas, AT&T, T-Mobile, Neville Ray, Sprint, Chris Pearson, vendors
Transcribe →This Week: It’s Not Complicated More Transparency Is Better. AT&T vs T-Mobile
Feb 2300:10:34Tap to summarizeAnalysts 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 Listener shout-outs and appreciation 09:21 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, disclosures, AT&T, T-Mobile, churn, Verizon, ARPU, free lines, Q4, Q1
Transcribe →This Week: T-Mobile - AI, Live Translation, and Key CMD Takeaways
Feb 1600:10:46Tap to summarizeAnalysts 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 must transcend the “dumb pipe” 05:08 Latency is key going forward 06:01 How AI actually impacts user experience 08:20 Key reporting metrics are changing 10:28 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AI, T-Mobile, retail, FWA, fiber, convergence, USI, translation, network, Verizon, AT&T, latency, Apple, Android, churn, Srini Gopalan
Transcribe →This Week: Verizon Consumer's Shakeup and the Search for a New Leader
Feb 900:11:35Tap to summarizeAnalysts 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-Life 08:23 AT&T's relative stability and upcoming headquarters move 10:16 Q1 metrics are shifting 10:51 Industry excitement and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Sampath, CEO, Ronan Dunne, Manon Brouilette, Dan Schulman, Alfonso Villanueva, T-Mobile, T-Life, layoffs, AT&T, John Stankey, headquarters, convergence, John Legere
Transcribe →This Week: Q4 '25 Earnings - AT&T, Verizon, Comcast, & Charter - Convergence Takes Center Stage
Feb 200:08:29Tap to summarizeAnalysts 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 metrics 07:58 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Verizon, Comcast, Charter, cable, net adds, FWA, convergence, devices, churn, iPhone, value, fiber, Frontier, bundling, upgrades, video, NFL, T-Mobile
Transcribe →This Week: Comcast’s Xfinity Membership and the True Nature of Rewards Programs
Jan 2600:08:42Tap to summarizeAnalysts 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 a potential perk and episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Comcast, Xfinity, cable, loyalty, T-Mobile, Peacock, Verizon, churn, NPS, customer-centric, support
Transcribe →This Week: Verizon — Two Major Wins and One Temporary Setback
Jan 1900:15:53Tap to summarizeAnalysts 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 08:37 California clears Verizon's acquisition of Frontier 11:31 Convergence is back on the table 12:19 HHS to study cellphone radiation 15:37 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, outage, 5G, network, FCC, spectrum, net neutrality, devices, cable, AT&T, BYOD, churn, Frontier, DSL, convergence, FWA, radiation, safety, HHS, CTIA
Transcribe →