Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.
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Roger Entner Podcasts
Technology has become increasingly important to policy debates, but these debates won’t be productive without an understanding of how the technology in question works. AEI Visiting Fellow Shane Tews interviews tech industry experts to explain how the apps, services, and structures of today's information technology systems work, and how they shape our social and economic life.
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How AI Is Shifting the Telecom Landscape (with Roger Entner)
32:41
32:41
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32:41As the increased use of artificial intelligence necessitates connectivity, it will continue to become inextricably linked to the digital network landscape. When people talk about artificial intelligence, they usually focus on algorithms, chips, or data centers. But there’s a less visible piece that determines whether any of it works in the real wor…
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This Week: Genius Myopia - Why Smarter Models Aren't Enough
12:19
12:19
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12:19Analysts 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 intro 00:25 AI adoption has stalled despite model improvement 02:17 First-party data's role in adoption 03:58 Model Context Protocol is needed 0…
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This Week: Christmas Episode - A Spirited Discussion on Wireless Industry Economics with Peter Adderton and Ronan Dunne
42:31
42:31
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42:31On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon’s Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry. 00:00 Episode intro 00:27 MVNOs vs. their host carriers 04:42 Segmentati…
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This Week: Super Owner Economics - Comcast & Charter’s Network Jiu-Jitsu
12:48
12:48
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12:48Analysts Don Kellogg and Roger Entner share insights from Recon’s new Super Owner Economics report as Comcast and Charter look to reshape the wireless industry through CBRS deployment. 00:00 Episode intro 00:25 Comcast and Charter build out CBRS networks 02:57 Implications for Verizon and other MSOs 04:59 Cable's strategy and service bundling 06:41…
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CISA vs. CISA: How Cybersecurity Legislation Is Being Held Hostage by Politics (with Caitlin Clarke, Cristin Flynn Goodwin, and Jim Lewis)
55:40
55:40
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55:40One of the most important cybersecurity laws in the country quietly expired last October with no sign of reauthorization on the horizon. Instead, the conflation between the 2015 Cybersecurity Information Sharing Act and the Cybersecurity and Infrastructure Security Agency has led to a political standstill that will only have negative impacts on Ame…
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This Week: Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing
9:16
9:16
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9:16Analysts Don Kellogg and Roger Entner break down the satellite market’s shift toward three dominant players, as well as the complex mix of big personalities and government regulation shaping it. 00:00 Episode intro 00:25 The state of satellite and Starlink alternatives 03:01 Amazon Leo's status 03:40 The rise of the three-player market 04:18 Backst…
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This Week: A New C-Band Auction & What It Means for Wireless and Satellite
9:42
9:42
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9:42Analysts Don Kellogg and Roger Entner examine the FCC’s forthcoming C-band spectrum auction and its broader implications for both the wireless and satellite sectors. 00:00 Episode intro 00:30 Spectrum auction news and analysis 02:18 Who will be the likely bidders? 03:09 Uses for unlicensed spectrum 04:54 Increased competition in broadband 07:08 How…
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Digital Currency as a Network (with Milton Mueller, Karim Farhat, Vagisha Srivastava, and Nicoletta Kolpakov)
48:37
48:37
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48:37How should we address the governance gap between central banks controlling money and the oversight of cryptocurrency? How can decentralized crypto networks and centralized monetary authorities collaborate? And what’s next for digital finance? To explore these questions, Shane Tews is joined by Milton Mueller, Karim Farhat, and Vagisha Srivastava fr…
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This Week: Vegas Baby! T-Mobile Easy to Switch Un-carrier Event
18:26
18:26
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18:26Analysts Don Kellogg and Roger Entner share insights from T-Mobile’s recent Switching Made Easy event in Las Vegas and explore how the Un-carrier’s bold strategies could shake up the industry in the new year. 00:00 Episode intro 00:36 T-Mobile's Switching Made Easy event overview 03:17 Utilizing apps to simplify switching 05:17 Carrier switching pa…
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This Week: Verizon’s Cost-Cutting Drive - A Difficult Step to Ignite Growth in 2026
7:21
7:21
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7:21Analysts Don Kellogg and Roger Entner discuss the growing expectations of Verizon layoffs, what a potential restructuring could mean for carrier retail, and why 2026 may be a make-or-break year for the wireless industry. 00:00 Episode intro 00:25 Verizon layoffs overview 02:07 Why Q4 matters 04:13 Carrier cost-cutting and retail evolution 06:17 Lay…
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Financial Data Upon Request (with Penny Lee)
26:56
26:56
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26:56Section 1033 of the Dodd-Frank Act is the foundation of open banking in the United States—giving individuals the right to access and share their own financial data with services of their choice. This rule seeks to increase consumer control, encourage competition, and make it easier to switch providers or use financial management tools. However, the…
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This Week: EchoStar’s AWS-3 Deal with SpaceX & T-Mobile’s Text-to-911 Move
9:01
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9:01Analysts Don Kellogg and Roger Entner discuss Dish’s Q3 earnings, its sale of spectrum to SpaceX, and T-Mobile’s new Text-to-911 offer that's free to all. 00:00 Episode intro 00:26 Dish Q3 earnings overview 01:22 AWS-3 sold to SpaceX 03:03 How will Elon use the spectrum? 04:00 T-Mobile offers free emergency 911 texting 04:56 Dead zones are dying 06…
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This Week: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children
17:13
17:13
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17:13Analysts 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 customer…
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When Portability and Social Media Meet (with Matt Reeder)
28:26
28:26
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28:26Bluesky Social is a social media app that was originally launched in 2019 on Twitter, before becoming an independent company in 2021. Bluesky’s mission is to offer a decentralized experience for users—where algorithms are not imposed on them, but they can choose their content preferences. The platform also highlights the importance of portability, …
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This Week: Q3 '25 Earnings - Breaking Down AT&T and T-Mobile’s Results
16:43
16:43
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16:43Analysts Don Kellogg and Roger Entner break down Q3 earnings for AT&T and T-Mobile, exploring strengths, weaknesses, and what the numbers reveal about their future as industry leaders. 00:00 Episode intro 00:25 AT&T Q3 overview 02:59 Convergence as a key strategy 04:35 T-Mobile Q3 overview 05:27 Price increases and free lines 07:35 AT&T CapEx and r…
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This Week: Change is Afoot- All About Verizon's New CEO Dan Schulman
12:26
12:26
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12:26Analysts Don Kellogg and Roger Entner discuss Verizon’s appointment of Dan Schulman as its new CEO, exploring what his leadership could mean for both the company and its competition. 00:00 Episode intro 00:39 Dan Schulman as new Verizon CEO 03:16 Schulman's experience aligns with Verizon's strengths 06:44 Pricing and customer service predictions 08…
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The Front Door to Your Digital Ecosystem: The Email Inbox (with Cy Khormaee and Ryan Luo)
32:42
32:42
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32:42Email was created over 50 years ago—so why isn’t it secure? Sixty-eight percent of IT teams report a data breach in their organization caused by phishing in the last year. Even experts trained to spot the telltale signs can be fooled: Nearly 66 percent of IT leaders admit to clicking malicious links, and more than half of employees have done the sa…
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This Week: ZTE’s Analyst Summit - AI, 6G, and Global Network Innovation
14:34
14:34
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14:34Analysts Don Kellogg and Daryl Schoolar discuss the recent ZTE Global Summit & User Congress, including insights on the practical use of AI, 6G development, and global network standardization. 00:00 Episode intro 00:27 ZTE event overview 01:40 Current and future AI network applications 05:44 How much AI is too much? 06:13 The state of the internati…
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This Week: Honoring Pioneers at the 2025 Wireless Hall of Fame Induction
7:52
7:52
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7:52Analysts Don Kellogg and Jake Hawkridge discuss the recent Wireless Hall of Fame Induction Ceremony, highlighting the five new inductees, their career milestones, and how the industry has evolved. 00:00 Episode intro 00:26 Ceremony overview 01:22 The 2025 inductees 01:49 Ken Horowitz's career highlights 02:17 Jesse Russell's career highlights 03:09…
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Privacy and Governmental Surveillance (at the Technology Policy Institute’s Aspen Forum 2025)
50:25
50:25
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50:25As governments around the world expand their surveillance capabilities, strong encryption remains a cornerstone for protecting personal privacy, securing business data, and preserving digital rights. For consumers, it guards against identity theft and intrusive monitoring; for businesses, it protects intellectual property and builds trust across gl…
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This Week: T-Mobile’s New CEO Srini Gopalan and What to Expect Next
8:07
8:07
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8:07Analysts Don Kellogg and Roger Entner discuss the upcoming appointment of Srini Gopalan as CEO of T-Mobile and what it means for the future of the company. 00:00 Episode intro 00:24 Srini Gopalan's background in telecom 01:48 What company aspects might benefit? 02:53 The evolution of T-Mobile's leadership 03:55 T-Mobile's fiber strategy poses chall…
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This Week: Inside Ericsson’s Enterprise Push and AI-Driven 5G Solutions
14:19
14:19
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14:19Analysts Don Kellogg, Daryl Schoolar, and Jake Hawkridge discuss the recent Ericsson analyst event focused on enterprise strategy and AI innovation. 00:00 Episode intro 00:29 The Ericsson event focused on enterprise solutions 02:22 Solutions included private networks, 5G, and AI applications 04:42 Aduna for standardizing network APIs 06:48 Private …
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The Digital Markets Act Is Undermining the App Economy by Weakening Security and Opening Data Doors (with Graham Dufault)
35:37
35:37
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35:37The European Union’s Digital Markets Act (DMA) is changing the app economy—and not for the better. This law aims to promote competition for European companies by restricting large online platforms’ dominance, which are mostly American. But how is this working in practice? What are the main DMA-related challenges app developers should be aware of? A…
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This Week: SpaceX’s Spectrum Deal, EchoStar’s Exit, and the Future of Satellite Wireless with Tim Farrar
19:30
19:30
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19:30Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment. 00:00 Episode intro 00:26 SpaceX's purchase of spectrum from EchoStar 02:51 Paying with equity may cause issues 05:43 Potenti…
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This Week: Echostar's Spectrum Sale and the Road Forward
11:29
11:29
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11:29Analysts Don Kellogg and Roger Entner discuss the pending sale of EchoStar's spectrum assets, who stands to benefit, and the role of regulators in shaping the market. *Note: This episode was recorded 9/5/2025 before the SpaceX acquisition of EchoStar's spectrum assets on 9/8/2025. 00:00 Episode intro 00:25 The sale of AWS-4 02:03 Who will buy AWS-3…
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This Week: T-Mobile’s Business Push, Technology Advantages, and 5G Slicing with Daryl Schoolar
14:55
14:55
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14:55Analysts Don Kellogg, Roger Entner, and Daryl Schoolar discuss the recent event at the T-Mobile Executive Briefing Center and Innovation Center in Bellevue, WA, highlighting the company's evolving business strategies and innovative technology applications. 00:00 Episode intro 00:29 EBC first impressions and company strategy 03:10 Effectiveness of t…
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DNS Abuse and the Economics of Cybercrime (with Karen Rose)
38:52
38:52
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38:52The Domain Name System (DNS)—the system that turns numerical IP addresses into easy-to-read website names—has become highly competitive at the registrar level, with potentially harmful consequences when it comes to leasing domain names for criminal activities. Today, the DNS infrastructure is increasingly exploited for cybercrimes, such as phishing…
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This Week: Cricket President Angela Rittgers on the Company's Growth Strategy & Prepaid-Postpaid Convergence
12:48
12:48
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12:48Analysts Don Kellogg and Roger Entner are joined by Angela Rittgers, President of AT&T Prepaid and Cricket Wireless, to discuss Cricket’s operations, recent updates, growth plans, and the increasingly blurred lines between prepaid and postpaid. 00:00 Episode intro 00:26 Angela's move to Cricket 03:00 Cricket's approach to wireless 05:00 Atlanta's i…
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This Week: Deutsche Telekom's New AI Phone & the Future of AI-Device Integration
9:28
9:28
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9:28Analysts Don Kellogg and Roger Entner discuss the launch of Deutsche Telekom’s new AI-powered T Phone, as well as the evolution of various AI models and their massive looming impact on mobile carriers. 00:00 Episode intro 00:37 Deutsche Telekom launches new Android AI phone 02:03 Perplexity's strategy to integrate with phones 03:12 How are search h…
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Interoperability, Data Access, and User Freedom (with Matt Boulos)
45:19
45:19
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45:19As AI systems become central to our digital lives, questions about openness, competition, and user agency are moving to the forefront, and discussions surrounding AI agents have placed system interoperability in the spotlight. Ensuring AI system interoperability isn’t simply a technical challenge; it will determine how innovation unfolds in the AI …
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This Week: AT&T’s Customer-First Strategy with Jenifer Robertson
13:54
13:54
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13:54Analysts Don Kellogg and Roger Entner are joined by Jenifer Robertson, Executive Vice President & General Manager of Mass Markets at AT&T, to discuss the company's recent successes driven by its customer-centric initiatives. 00:00 Episode intro 00:24 AT&T's Guarantee has led to satisfaction 03:33 Churn is at low levels 04:32 Best deals for everyone…
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Inside the World of Domains (with Ram Mohan)
41:41
41:41
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41:41As the domain name system expands, how can the industry ensure that this growth supports a multilingual and inclusive internet? What responsibilities come with managing such a critical layer of the internet’s infrastructure in an era of rapid digital transformation? Shane Tews is joined by Ram Mohan, Chief Strategy Officer of Identity Digital, on t…
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This Week: Q2 '25 Earnings from Cable Giants Charter and Comcast
14:19
14:19
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14:19Ep. 255 Analysts Jake Hawkridge and Roger Entner discuss the remaining Q3 earnings from cable giants Charter and Comcast. 00:00 Episode intro 00:55 Charter earnings overview 03:49 Cable's subscriber issues 05:27 Comcast earnings overview 06:17 Streaming is flat overall 08:41 Comcast's pricing remains problematic 10:15 Business customers are disappe…
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This Week: Q2 '25 Earnings & T-Mobile's Deal with Comcast & Charter
14:43
14:43
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14:43Analysts Jake Hawkridge and Roger Entner discuss the new deal between Comcast, Charter, and T-Mobile, as well as Q2 earnings from the big players in telecom. 00:31 Comcast and T-Mobile deal 04:59 Verizon Q2 overview 07:26 AT&T Q2 overview 09:42 T-Mobile Q2 overview 12:26 Rising churn and Q2 earnings summary 14:22 Episode wrap-up Tags: telecom, tele…
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Reclaiming the Airwaves (with Harold Furchtgott-Roth)
34:26
34:26
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34:26Spectrum is a vital asset to America’s digital infrastructure, but who decides how this resource is distributed? As wireless demand accelerates, what is causing the United States to lag in spectrum policy and oversight? With the recent change in the Big Beautiful Bill to renew auction authority, how can we ensure that spectrum doesn’t become a road…
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This Week: MobileX & Boost - Golden Hand Shackles or a Golden Opportunity?
13:08
13:08
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13:08Analysts Don Kellogg and Roger Entner discuss troubles at Boost and how the big personalities at EchoStar might deal with them, plus news about Recon Analytics' device data collection and future projects. 00:24 Boost is in trouble 03:22 Funding and vision are needed 05:54 Don's new articles on Trump Mobile and foldable devices 07:26 Recon's advance…
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This Week: US Cellular's Final Chapter & the Impending Rural Telecom Consolidation Wave
11:55
11:55
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11:55Analysts Don Kellogg and Roger Entner discuss the decline and fall of US Cellular, the future of its assets, as well as Recon Analytics' extensive data collection on rural telco consolidation. 00:26 DOJ greenlights US Cellular sale 02:10 The company avoided major competition 03:55 A piecemeal sale of its assets 05:57 Regional carriers are waning 07…
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Adapting to the AI Era (with Bojan Tunguz and Brent Orrell)
30:33
30:33
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30:33What does the rise of generative AI mean for how we educate, train, and prepare for the future of work? And despite AI’s growing capabilities, why have institutions been so slow to respond to these changes and what will help them catch up with the growth of AI in new industries and educational forums? On this episode of Explain to Shane, Shane Tews…
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This Week: Innovating Fixed Wireless Services for Enterprises with Eric Watko, CEO of BroadbandOne
16:30
16:30
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16:30Analysts Don Kellogg and Roger Entner are joined by Eric Watko, CEO of BroadbandOne, to discuss the company's innovative network solutions that are reaching a diverse range of customers all across the nation. 00:24 BroadbandOne company profile 03:30 Current and future market operations 04:50 Customer base overview 06:10 Current speeds and use cases…
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This Week: Elevating Customer Service, Rewards, and Loyalty with Verizon Consumer Group CEO, Sowmyanarayan Sampath
12:10
12:10
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12:10Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the company’s cutting-edge customer service strategies and forward-looking vision. 00:24 Enhancing customer service through technology 02:58 Proactive problem solving with AI 05:10 My Verizon app features and impact 08:31 Verizon's My Access rewar…
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AI, Governments, and God (with Father Paolo Benanti)
35:56
35:56
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35:56AI is reshaping our world as profoundly as past technological revolutions: the printing press, the Industrial Age, and the Digital Revolution. Its rapid advancement presents both extraordinary opportunities and significant risks. How will AI affect industries, national economies, and global governance? How can businesses and policymakers ensure AI …
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This Week: Titans of Prepaid with MobileX's Peter Adderton
17:08
17:08
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17:08Analysts Don Kellogg and Roger Entner are joined by Peter Adderton, Founder and CEO of MobileX, to discuss the AI-facilitated, customer-centric approach to MVNO service. 00:29 MobileX overview 03:30 Breakage and overage vs. churn 05:20 Mobile data usage trends 09:45 Consumers are prioritizing value 11:29 The future of MobileX 14:03 The customer-cen…
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This Week: Discussing the Future of the CBRS Band with Federated Wireless CEO, Iyad Tarazi
20:33
20:33
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20:33Analysts Don Kellogg and Roger Entner are joined by Iyad Tarazi, CEO of Federated Wireless, to discuss the current landscape and future prospects of CBRS spectrum in the wireless industry. 00:25 A career in wireless 01:21 Federated Wireless profile 02:27 The current state of CBRS 06:22 Impact on private wireless 08:32 Competition in the space 11:24…
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Rethinking the Rules of Space (with Jay Schwarz)
36:44
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36:44Space-based satellite networks are transforming global connectivity, extending access to even the most remote corners of the planet. The rules that govern these networks have never been more critical. How does satellite spectrum actually function? Why is there an increasing need to revise the regulations that oversee it? And what are the key compon…
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This Week: Recent Regulatory Changes & Recon launches Spanish-Language Telecom Insights Service
15:09
15:09
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15:09Analysts Don Kellogg and Roger Entner discuss policy changes to BEAD and spectrum policy, as well as the launch of Recon's new Spanish-language consumer insights service. 00:24 BEAD to become technology agnostic 02:38 Spectrum pipeline changes 04:47 Recon Analytics launches unique Spanish-language product 09:35 Demographic insights for carriers 12:…
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This Week: Takeaways from the Latest Telecom Investor Conferences
15:17
15:17
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15:17Analysts Don Kellogg and Roger Entner discuss insights gleaned from the most recent round of investor conferences hosted by the leaders in telecom. 00:25 AT&T COO speaks about guarantees 01:40 AT&T's slow path to 5G 04:19 AT&T Business segment seeing improvement 05:24 Verizon CRO talks cable 06:07 FWA & cable 09:07 Sampath on churn and overall stra…
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This Week: Catching up with CellSite Solutions CEO, Jim Patterson
19:36
19:36
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19:36Analysts Don Kellogg and Roger Entner are joined by Jim Patterson, CEO of CellSite Solutions, to discuss the company's current infrastructure support business as well as recent prominent mergers and acquisitions in the telecom industry. http://sundaybrief.com 00:26 Jim's career background 03:22 CellSite's current operations 07:39 Charter and Cox me…
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This Week: The New Spectrum Pipeline Proposal & Charter's Acquisition of Cox
12:11
12:11
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12:11Analysts Don Kellogg and Roger Entner discuss the new administration's spectrum policy, as well as the details behind Charter's pending purchase of Cox. 00:24 Spectrum pipeline proposal may restore FCC authority 04:08 Broadband competition should also benefit 04:56 SpaceX and Dish differ over spectrum use 06:20 Charter's purchase of Cox to shake up…
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Personalization, Privacy, and Policy (with Rob Sherman)
39:40
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39:40As social media platforms integrate personalization technology, questions around privacy, transparency, and user choice are becoming increasingly pronounced. What does personalization really mean for users? How do platforms like Facebook and Instagram decide what content or ads you see? And how can companies ensure that personalization enhances use…
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This Week: What a Recession Would Look Like for Telecom & European Cautionary Tales
12:21
12:21
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12:21Analysts Don Kellogg and Roger Entner discuss the current state of the economy and what it means for wireless and the broader telecom industry. 00:24 The current economic situation for wireless 03:47 U.S. vs. European network comparison 06:12 Prepaid may benefit from a recession 10:30 Recessions mainly affect lower income earners 11:56 Episode wrap…
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