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This Week: Q3 '25 Earnings - Verizon, Comcast, and Charter - The Problem Children

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Manage episode 517480316 series 3296040
Content provided by Roger Entner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Entner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 517480316 series 3296040
Content provided by Roger Entner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Entner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

202 episodes

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