Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.

00:55 Jonathan's take on broadband's recent decline

04:48 Roger's analysis of broadband

06:39 Jonathan's no-growth 2024 outlook

07:36 Roger's slightly optimistic 2024 outlook

09:04 Don's FWA predictions

10:49 Cable's culture is problematic

17:19 FWA's value vs. cable

21:08 T-Mobile's plan to buy parts of U.S. Cellular

24:10 What will happen to Dish's spectrum?

30:26 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jonathan Chaplin, New Street Research, broadband, cable, ACP, Charter, RDOF, BEAD, FWA, spectrum, DSL, T-Mobile, Verizon, DOCSIS 3.1, DOCSIS 4.0, NPS, Comcast, symmetrical service, U.S. Cellular, rural, Dish, AWS-3, FCC, Boost Infinite, AT&T

Analysts Don Kellogg and Roger Entner discuss US Cellular's earnings as well as Mint's acquisition by T-Mobile.

00:37 US Cellular's earnings are concerning

02:48 The company's questionable ultra-rural strategy

04:37 Mint's acquisition by T-Mobile

06:20 Mint's customer base may present a challenge for T-Mobile

08:08 The deal by the numbers

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, US Cellular, earnings, Mint, T-Mobile, churn, fixed wireless, towers, rural, merger, acquisition

Analysts Don Kellogg and Roger Entner dissect the 1st Quarter earnings for both telecom and cable. They also discuss slowing upgrade rates, T-Mobile's entry into the fiber market, and examine the industry's net promoter scores.

00:24 Q1 earnings represent a cooling market

01:18 Handset replacements are cratering

03:05 AT&T's Q1 Earnings

07:06 Verizon's Q1 Earnings

10:50 T-Mobile's Q1 Earnings

12:57 T-Mobile's investment in Lumos Fiber

17:06 Comcast's Q1 Earnings

18:52 Charter's Q1 Earnings

19:42 Industry overview

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, upgrades, AT&T, churn, FWA, cable, broadband, Verizon, T-Mobile, EQT, Lumos, fiber, Cable One, Comcast, Charter, Spectrum, net promoter scores, NPS, DOCSIS 4.0

Ep.

188

Analysts

Don Kellogg and Roger Entner discuss T-Mobile implementing a soft data cap for FWA, as well as Comcast's new low-cost prepaid plan and the future of internet providers.

00:25 T-Mobile's changes to FWA service

02:48 Data cap specifics

04:30 Fiber vs. FWA

05:56 Competition in the marketplace

06:34 Comcast's new low-cost prepaid plan

08:01 Trends in the prepaid segment

09:03 DOCSIS 4.0 is crucial for broadband

11:18 Government's big role in shaping the industry

Tags: T-Mobile, Fixed Wireless Access, Comcast, Xfinity, Don Kellogg, Roger Entner, Recon Analytics, Docsis 4.0, broadband, cable, fiber, data caps, network prioritization, Spectrum, Regulation

Analysts Don Kellogg and Roger Entner unpack Charter's new Anytime Upgrade and Low-Cost Device Protection Plan, possible impacts to the cable industry, and the fading relevance of credit scores. Roger also discusses his eclipse viewing and the ensuing New England traffic nightmare.

00:52 Charter announces new Anytime Upgrade plan

01:35 Roger's take on $5 device insurance

03:23 Not subsidizing devices facilitates upgrades

04:21 Charter's strategic aims

07:38 Impacts to cable competitors

09:23 T-Mobile values payment history over credit scores

12:12 Roger's post-eclipse traffic jam

14:44 Planning for the next eclipse

More details on the Spectrum Mobile Plan:

https://corporate.charter.com/newsroom/spectrum-mobile-launches-anytime-upgrade-and-device-protection-plan

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, Charter, Spectrum, upgrade, insurance, cable, Verizon,

T-Mobile, credit score, Comcast, Cox, 5G, solar eclipse, Google Maps, Iceland

Analysts Don Kellogg and Roger Entner dive deep into the prospect of net neutrality's return.

00:25 Roger says net neutrality is déjà vu all over again

02:00 Network slicing

02:59 Who really benefits from net neutrality?

04:04 Title II and political predictions

07:49 Net neutrality as a gateway to price controls

10:12 Net promoter scores are up without net neutrality

11:24 Discussion conclusions

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, net neutrality, FCC, network slicing, Title II, Supreme Court, election, price controls, ACP, net promoter scores, NPS

Analysts Don Kellogg and Roger Entner discuss Roger's latest article on FWA and why this technology is such a winner for the telecom industry.

00:25 Roger's thesis on FWA

02:08 Broadband subsidies and dividing spectrum to foster competition

04:00 FWA's capacity limitations

05:12 FWA and consumer friendliness

05:49 The overall value of FWA

07:22 Wise use of spectrum and conclusions

Roger's Article on Fierce Wireless: https://www.fiercewireless.com/5g/industry-voices-congress-stands-way-broadband-competition

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, FWA, fiber, spectrum, BEAD, RDOF, C-Band, cable, DOCSIS

4.0, Wi-fi

Analysts Don Kellogg and Roger Entner discuss Roger's recent presentation at New Street Research's broadband event, as well as his visit to Verizon headquarters. They also have a spirited debate over the merits of the Apple antitrust lawsuit.

00:48 Roger's presentation and the state of mobile carriers

02:43 Verizon's 5G demo and new sports league use cases

04:04 WiFi sensors for home security and Matter hub integration for smart homes

06:05 The future of routers driving consumer satisfaction

09:16 Verizon's ongoing events

09:54 Roger's overview of the Apple lawsuit

12:09 Roger and Don's differing perspectives on Apple

16:57 Differences between Apple and prior monopolies

19:25 Predictions on Apple's future

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, New Street Research, AT&T, T-Mobile, broadband, Verizon, 5G, FWA, NHL, NFL, tablets, WiFi, Matter, smart homes, router, customer satisfaction, Apple, monopoly, antitrust, Samsung

Analysts

Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss a recent Verizon B2B analyst event at Verizon headquarters.

00:38 Overall impressions of the event

02:27 How Verizon plans to leverage FWA

03:42 Verizon's simplification strategy to increase volume

04:53 Security as a driver of mobile services to businesses

05:50 What about wireline and legacy services?

06:18 FWA use case examples

08:43 In-depth simplification discussion

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, Daryl Schoolar, Verizon, B2B, analyst event, FWA,

security, simplification, volume, 5G, wireline, legacy services, private

networks

Analysts Don Kellogg and Roger Entner discuss earnings from the smaller but still significant players in wireless, such as US Cellular, Dish, and Altice. They also discuss T-Mobile's Auction 108 announcement.

00:38 US Cellular maintains the status quo

04:03 Altice net adds and merger rumors with Charter

05:52 Charter's strengths and weaknesses

07:06 Dish reduces customer losses

09:06 T-Mobile's Auction 108 activation

11:44 FWA successes and targeting

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, earnings, UScellular, Dish, Altice, AT&T, T-Mobile,

Verizon, Charter, Comcast, greenfield network, 5G, standalone, Open RAN,

Auction 108, FWA, spectrum, net promoter score, NPS

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss Mobile

World Congress in Barcelona, which Roger and Daryl recently attended.

00:33 Roger's impressions of MWC 02:38 Daryl's impressions of MWC 04:04 The state of AI in

the mobile industry

04:56 Thoughts on the AI-RAN Alliance 06:30 Is AI learning?

07:30 International vs. domestic Standalone and 5G-Advanced

10:47 API and developers at MWC 12:15 Event wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, Daryl Schoolar, Mobile World Conference, MWC, Barcelona,

AI, Samsung, Telus, Huawei, Deutsche Telekom, Verizon, chatbot, AI-RAN

Alliance, Standalone, SA, 5G, 5G-Advanced, slicing, API, developers