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 ..read more

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, cellul ..read more

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:30 The Whitehouse announces new spectrum policy, but where is the beef? 5:00 The economic benefits of licensed and unlicensed spectrum Tags: telecom, telecommunications, wireless, cellular phone, wireless spectrum, FCC, whitehouse, Recon Analytics, Don Kellogg, Roger Entner, MVNO ..read more

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, broadb ..read more

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology with special guest Nico Girard, CEO of OXIO 0:45 What is Oxio and how is it different? 3:05 How Oxio got started 4:30 How Oxio delivers advanced services for MobileX 8:00 How can Oxio help invigorate the MVNO market and extend telephony services across borders 12:00 How Oxio creates a custom telecom service for a ride hailing service in LATAM Tags: telecom, telecommunications, business, wireless, cellular phone, OXIO, Telecom as a Service, Nicolas Girard, cellular service, Recon Analytics, Don Kello ..read more

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 Plannin ..read more

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 Kel ..read more

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. 0:40 An overview of AT&T’s earnings 3:25 Roger’s article on who is winning on iPhone 15 so far https://www.fiercewireless.com/wireless/whos-leading-iphone-upgrade-game-entner 7:15 Verizon’s Q3 ‘23 earnings 10:37 Discussion on Verizon’s prepaid strategy & MobileX MobileX endcap - courtesy of Jeff Moore of Wave 7 @wave7jeff https://twitter.com/wave7jeff/status/1716861085817426203 12:35 T-Mobile earnings 16:12 Comcast and Charter earnings results Tags: telecom, telecommunications, business, wi ..read more

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 differ ..read more

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology. This week Roger and Don are joined by the Recon Analytics team, live from the 5G Americas analyst forum: Brett Clark, Mitch Klaassen, Jake Hawkridge and Jared Chavez. Peter Linder of Ericsson also joined the podcast to talk about what he saw at the event. 0:45 5G Americas is the premier analyst event in the Americas 4:50 Fixed Wireless Access and the Enterprise 7:20 5G use cases beyond FWA and connected smartphones 8:45 Mobile devices have changed from content consumption devices to content creatio ..read more