
Hosted by Roger Entner · EN

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, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, Better Value, plans, satellite, loyalty, tenure, switching, Verizon, AT&T, cable, FWA

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 Changes are key to customer retention 12:35 Report overview and episode wrap-upThe Anxiety Premium: Structural Disruption and Behavioral Economics in the U.S. Device Insurance Market: https://www.reconanalytics.com/products/the-anxiety-premium-structural-disruption-and-behavioral-economics-in-the-us-device-insurance-market/Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, XJ Wang, devices, insurance, switching, Spectrum, AKKO, T-Mobile, AT&T, Verizon, ARPU, Charter, MVNO, churn, retention

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 adoption occur?08:18 Google and Meta's prospects09:14 Predictions for 202610:31 Report overview and future AI research12:03 Episode wrap-upReport link:Genius Myopia: Why Smarter Models Aren't Enough - Digital Product ReportsTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Joe Salesky, AI, LLM, NPS, data, OpenAI, Google, Gemini, Microsoft, Claude, MCP, Apple, privacy, Facebook, Meta, 2026

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 pressure 13:04 Uncertainty is bad for manufacturing and investing 14:55 Nevertheless, telecom remains largely recession-proof17:13 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers