Analysts Don Kellogg and Roger Entner discuss the features and potential follies of T-Mobile's three new price plans. 00:26 T-Mobile's new plans step back from its Un-carrier ethos 04:00 The plans do have some benefits 05:12 Finances are still sound 05:53 Network comes at the expense of value 06:59 A particularly bad time to raise prices? 10:11 Fre…

Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear. 00:23 Economic headwinds affect Q1 overall 03:16 Verizon Q1 overview 04:32 Free lines are affecting the numbers 06:40 Prepaid growth should not be ignored 07:34 Verizon adjusts reporting on…

Analysts Don Kellogg and Roger Entner discuss encouraging developments at Comcast that are likely to benefit internet users, along with Starlink’s evolving role in the broadband market. 00:25 Comcast announces new price plans and guarantee 05:26 Competition is driving service improvements 07:04 Contracts are unnecessary with quality products 07:37 …

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 …

Analysts Don Kellogg and Roger Entner are joined by Cory Davis, Vice President of Verizon Frontline, for a discussion on the company's ongoing commitment to public safety as well as innovative advancements on the horizon. 00:24 Verizon Frontline overview 01:44 5G network redundancy and reliability 02:59 Verizon Frontline's Crisis Response Team 03:3…

Analysts Don Kellogg and Roger Entner are joined by Hermann Frank, CEO of Gigs, to discuss the company's facilitation of MVNO creation for tech companies. 00:24 Gigs platform overview 02:01 How Gigs actually works 04:24 Success stories 06:12 Smoothing the process 06:58 U.S. operating profile 08:04 What MVNO size is best? 09:07 Specialty MVNO cases …

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, including the Crown Castle asset sale, spectrum changing hands, and recession indicators and predictions. 00:26 Crown Castle shifts strategy with asset sale to Zayo 02:50 What's in it for Zayo? 03:58 Elusive network economies of scale 04:59 Grain Management acquires spectrum …

Analysts Don Kellogg and Roger Entner are joined by Scott Agnew, President of AT&T FirstNet, to discuss their ongoing commitment to public safety and what first responders can expect next. 00:24 FirstNet overview 03:58 Partnership with state-level public safety 05:10 How deployables work in emergencies 07:27 FirstNet's all-band approach to spectrum…

Analysts Don Kellogg and Roger Entner discuss their respective disagreements on two key telecom topics: T-Priority and BEAD. 00:24 T-Priority launches for first responders in NYC 03:26 Speed floor promises 04:08 Will this be adapted for business? 06:12 Slicing vs. private networks 06:48 BEAD qualifications are changing 07:56 Connection costs are ve…

Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product and Strategy Officer for Zayo, to discuss both the current and future states of large-scale data infrastructure. 00:25 Zayo as a major data infrastructure provider 01:47 AI's massive impact on fiber demand 04:03 Demand calculations 06:03 Will compute efficiency increase? 0…

Analysts Don Kellogg and Roger Entner are joined by Robert Dandrea, former CMO at Tracfone, to discuss the origins of prepaid and the lessons learned that are still relevant today. 00:27 Developing prepaid from scratch 04:16 Scaling prepaid into Walmart 05:20 Robert's sudden elevation to CMO 07:12 Early learnings from prepaid operations 09:03 Keepi…

Analysts Don Kellogg and Roger Entner are joined by Carsten Kraus, founder and CEO of Casablanca AI, to discuss the company's solution to the “eye contact problem” that plagues modern video conferencing. 00:23 Casablanca aims to solve a nagging video conferencing issue 03:00 Casablanca's origins 04:22 Technical requirements and operation 05:55 Impl…

Analysts Don Kellogg and Roger Entner are joined by CEO of Verizon Consumer Group, Sampath, to discuss the newly-released Consumer Connections Report and the various insights it provides. 00:24 Consumer Connection Report overview 02:06 Parental controls with Verizon Smart Family and Wi-Fi importance 06:28 Verizon Home app improves in-home control 0…

Analysts Don Kellogg and Roger Entner discuss Q4 earnings from the major players in telecom and cable, as well as key personnel updates for T-Mobile and the FCC. 00:25 AT&T Q4 overview 03:06 Verizon Q4 overview 06:35 T-Mobile Q4 overview 08:04 Cable industry Q4 overview 08:53 T-Mobile to appoint Srinivasan Gopalan as COO 10:09 Telecom industry Q4 s…

Analysts Don Kellogg and Roger Entner discuss current consumer perceptions surrounding big players in the telecom industry and if the perception matches reality. 00:25 Where do current carriers stand? 1:10 Switching dictates perception 02:25 Verizon vs. T-Mobile on price and network 06:33 4G vs. 5G in reality 08:25 AT&T's perception 09:06 Carrier i…

Analysts Don Kellogg and Roger Entner are joined by Mitch Klaassen to discuss AI's impact on data storage and how companies are planning to deal with exponential capacity demands. 00:24 What's next for Recon Analytics? 01:40 Seagate storage study overview 03:11 Businesses differ on AI storage predictions 04:08 Storage types differ by region 05:01 R…

Analysts Don Kellogg and Roger Entner discuss the impact of AT&T's new guarantee on connectivity, support, and best deals and devices for both fiber and wireless customers. 00:25 Guarantee details 02:19 What makes AT&T's guarantee different? 04:34 Motivations behind the guarantee 05:47 Will promises match reality? 07:36 Risks of the guarantee 09:00…

Analysts Don Kellogg, Roger Entner, and Daryl Schoolar are joined by Mavenir's SVP of Cloud & AI, Brandon Larson, to discuss the recent analyst event as well as the future of networks and telecom infrastructure. 00:23 Mavenir analyst event overview 03:15 Practical AI applications 05:04 Solving customer problems 06:11 Mavenir company profile 08:45 T…

Analysts Don Kellogg and Roger Entner provide a thorough breakdown of the past year in telecom, as well as provide insights for 2025 and the new regulatory environment. 00:37 AT&T year in review 01:32 FWA vs. fiber 03:29 T-Mobile year in review 07:25 Verizon year in review 09:36 US Cellular folds 10:15 Boost stays alive 11:24 Cable industry year in…

Analysts Don Kellogg and Roger Entner are joined by Jim Gerace, former Chief Communications Officer of Verizon, to discuss the formation and legacy of the Verizon Credo, as well as how the core values it espouses have contributed to commercial success. 00:24 Verizon Credo concept 02:48 Origins of the Credo 06:39 Adoption of the Credo 09:34 Evolutio…

Analysts Don Kellogg and Roger Entner are joined by Mint's Chief Marketing Officer Aron North to discuss the company's ascension, unique marketing strategies, and future prospects. 00:25 Aron's career with Mint 02:18 Mint's impressive growth story 07:18 Mint's scientific approach to pricing 10:25 Crafting Mint's marketing message 13:57 The Mintfome…

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended. 00:24 AT&T Investor Day overview 02:14 Leadership & company turnaround 03:24 Fiber and convergence 06:04 Tech stack simplification and Open RAN 07:34 5G expansion 08:12 Copper reduction targets 08:59 Leverage reduction and capit…

Analysts Don Kellogg and Roger Entner discuss new developments surrounding DirecTV's shaky deal with TPG, as well as T-Mobile's acquisition of Louisiana BEAD funding and its overall strategy. 00:48 DirecTV's TPG deal falls through 02:55 Are TV satellites obsolete? 04:15 T-Mobile secures large BEAD grant 05:45 T-Mobile's capital allocation strategy …

Analysts Don Kellogg and Roger Entner are joined by Nancy Clark, President of Verizon Value, to discuss the company's commitment to revitalizing prepaid. 00:24 Verizon's turnaround of prepaid brands 02:51 Brand differentiation 04:47 Straight Talk's branding 05:50 Customer service's impact on strategy 07:36 Blurring of market segments 09:53 Churn su…

Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well. 00:58 AT&T Q3 overview 2:36 Industry upgrade cycles 04:34 T-Mobile Q3 overview 07:29 T-Mobile vs. Verizon 08:20 Verizon Q3 overview 09:05 Comcast Q3 overview 09:48 Altice Q3 overview 10:00 Cable industry pr…

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey. 00:24 Conference overview 02:36 A global view of the industry 03:51 Telco-to-techno journey 04:40 ZTE's optimization focus 05:53 ZTE company profile 07:27 Total cost of ownership metrics 08:40 Z…

Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry. 00:42 Businesses are ready for AI results 03:15 Amdocs' Gen AI applications 05:32 Are customers satisfied with AI service? 09:48 A…

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting. 00:25 Verizon's Q3 breakdown 01:20 The metrics that truly matter 03:23 Investor Day fiber discussion 05:33 Investor Day FWA discussion 09:18 What's behind bundling? 10:38 Verizon's strategy vs. AT&T and T-Mobile 15:13…

Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry. 00:25 Details of the deal 02:12 Spectrum properties 02:41 US Cellular's decisions inevitably led to the sale 04:08 The impact of rural markets 05:36 Upcoming elections will impact spectrum policy Tags: …

Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range. 00:24 CBRS overview 01:24 Military use of CBRS 04:46 The television incentive auction as a useful model 05:24 Power requirements and interference mitigation 07:40 Licensing and interested parties 09:56 A…

Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup. 00:23 Details of the announcements and potential deals 04:24 Is Dish's spectrum truly valuable? 05:46 Challenges persist regardless of the deal 07:14 Charlie Ergen remains an adept businessperson 07:50 Episod…

Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish's buildout requirement, as well as the uphill battle the company faces as a whole. 00:25 Dish's FCC decision overview 03:05 The FCC has flip-flopped on this issue 04:11 Other commitments are already underway 06:20 Dish's network is not its main problem 10:55 The FCC s…

Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended. 00:10 Don and Roger are live in San Francisco 00:30 Roger's thoughts on the event 02:40 Cash flow projections and German involvement 04:02 Fiber growth projections 5:10 Guest speakers and AI 07:12 T-Mobile's overall …

Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users. 00:24 AST's latest launch and satellite communication capabilities 02:54 Emergency and first responder applic…

Analysts Don Kellogg and Roger Entner are joined by Srinivasa Kalapala, SVP of Technology and Product Development at Verizon, to discuss the exciting developments in satellite technology that will soon be available to the average user. 00:25 Verizon's partnership with Skylo for emergency satellite communication 02:30 Possible expansion from emergen…

Analysts Don Kellogg and Roger Entner discuss the prepaid landscape, including the moves cable is currently making within the segment. 00:23 Prepaid deals show competition is alive and well 02:42 Prepaid as a transitional product 04:30 Who needs an unlimited plan? 06:43 Cable is taking advantage of plan shakeups 09:54 Cable & FWA 12:38 Episode wrap…

Analysts Don Kellogg and Roger Entner examine the current state of Mint Mobile as well as where the company may be headed following its recent acquisition by T-Mobile. 00:24 Mint has been a success story overall 02:07 Mint's D2C model yields high satisfaction 04:23 Which consumers choose Mint? 05:39 Mint as a price and value leader 06:42 Episode wr…

Analysts Don Kellogg and Roger Entner discuss earnings from three major companies, issues surrounding fold and flip phones, and some key executives departing the industry. 00:25 T-Mobile's earnings overview 01:12 T-Mobile and pricing parity with other carriers 05:34 T-Mobile's perception vs. reality 08:23 Dish is still struggling 11:14 Altice is pe…

Analysts Don Kellogg and Roger Entner discuss who will win in the ongoing competition between cable and wireless. 00:23 Innovation in the telecom industry 04:59 Initial un-carrier disruptions 05:57 Recon Analytics data facilitates innovation 06:54 Cable has taken the lead at innovation 10:04 FWA looms large for cable 12:38 Cable's leadership is slo…

Analysts Don Kellogg and Roger Entner examine insights gained regarding Starlink's operation and make predictions for its future as a service provider. 00:25 Survey results for Starlink 04:34 Starlink's router is top quality 05:28 Survey cNPS (net promoter) scores reveal a new hierarchy 09:24 Starlink's website and gaming performance 10:20 Starlink…

Analysts Don Kellogg and Roger Entner break down Q2 earnings from Verizon, AT&T, Comcast, and Charter. 00:44 Verizon's Q2 earnings 03:09 AT&T's Q2 earnings 04:48 Comcast's Q2 earnings 05:53 Charter's Q2 earnings 07:40 Industry Q2 earnings overview 08:30 Convergence is happening 08:57 Episode wrap-up Tags: telecom, telecommunications, wireless, prep…

Analysts Don Kellogg and Roger Entner discuss the FCC's new plan that may require carriers to unlock devices much sooner rather than later. 00:25 FCC plan details and carrier implications 03:11 Most people don't understand unlocking 03:44 Why are devices locked anyway? 06:03 Predictions if implemented 07:26 Carriers differ greatly on the issue 10:2…

On their 200th episode, analysts Don Kellogg and Roger Entner discuss T-Mobile's pending auction of 800 MHz spectrum and what entity may ultimately end up purchasing it. 00:27 T-Mobile's forced sale of spectrum 02:28 Potential uses for the spectrum 02:54 Why Dish won't buy 03:37 Auction details 04:08 This band is not particularly useful 05:00 Possi…

Analysts Don Kellogg and Roger Entner discuss the landmark Chevron deference Supreme Court case and what it means for the future of telecom. 00:23 Chevron deference overview 03:33 Politicization of the process 04:18 Power shifts away from agencies 05:00 Relevance of the Telecom Act 06:19 Settled law is no longer settled 06:55 Predictions for the in…

Analysts Don Kellogg and Roger Entner discuss Verizon's recent rebranding, complete with a new logo and ad campaign as well as features for both consumers and business. 00:24 Verizon's rebranding overview 1:47 Expanding use case focus 4:28 myHome and bundling streaming 8:05 Handset trade-in program 09:18 Will AI drive phone purchasing again? 11:47 …

Analyst Don Kellogg receives an update from Roger Entner and Daryl Schoolar, who are attending the Digital Transformation World conference in Copenhagen. 00:25 Overview of the conference 04:06 Practical AI use cases 07:27 Cloud native is crucial for operators 08:24 Corporate culture is a sticking point 09:10 How should outages be treated? 10:22 Eve…

Analysts Don Kellogg and Roger Entner discuss Microsoft's Azure for Operators shakeup, as well as Carlos Slim's new interest in a European telecom. 00:30 Microsoft to quit Affirmed and Metaswitch 02:20 Comparisons to Google 03:31 Microsoft is usually more persistent 06:09 Predictions for virtualized cores and cloud for telco 06:59 Carlos Slim takes…

Analysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, as well as Nvidia's acquisition of spectrum to test Open RAN. 00:25 Verizon's new plan updates may reduce churn 02:11 Prepaid and retail struggles continue 04:03 Verizon's overall strategy 04:28 Nvidia's spectrum acquisition and Open RAN predictions Note: “Roger e…

Analysts Don Kellogg and Roger Entner discuss T-Mobile's recent acquisition of most of US Cellular's assets, including what this means for customers and the other carriers as well. 00:24 Roger's overview of the deal 03:53 What the deal doesn't include 07:16 Don's analysis of customer behavior 09:27 Carrier strategies going forward Tags: telecom, te…

Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics analyst Mitch Klaassen to discuss Ericsson's recent smart factory analyst event. Don and Roger then delve into a T-Mobile price increase as well as the increasing focus on convergence within the industry. 00:36 Smart factory overview 03:19 The push for American tech manufact…