This Week: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children
Manage episode 517480316 series 3296040
Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon, Comcast, and Charter, and what these trends signal for the industry heading into 2026.
00:00 Episode intro
00:25 Verizon earnings overview
02:25 Cable stops raising prices on fewer customers
04:53 How should Verizon use its network?
07:31 Youth-centric plans to attract customers
09:04 Comcast and Charter earnings overview
10:18 2026 industry predictions
12:46 Can T-Mobile overtake Verizon?
14:07 Comcast is poised for change
16:13 Cable vs. wireless in 2026
16:56 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Verizon, Comcast, Charter, Dan Schulman, T-Mobile, AT&T, FWA, Dennis Strigl, network, 5G, cable, Srini Gopalan, Mike Sievert, John Legere, fiber
202 episodes