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The Week with Roger

Roger Entner

Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.

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  • 21 episodes
  • weekly
  • Avg 13 min
  • English

Episodes 21

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  • S1 · E310
    Monday · 16 min

    This Week: The FCC's Spectrum Pipeline with Arpan Sura

    Analysts Don Kellogg and Roger Entner are joined by Arpan Sura, Senior Counsel to FCC Chairman Brendan Carr, to discuss the current state of spectrum policy, the changing technological landscape, and the agency’s plans for the future of communications in America. 00:00 Episode intro 00:24 Current spectrum auction policy 02:40 Specific auction timelines 04:59 Growing political support for spectrum 06:57 Upcoming auctions 07:20 Intermodal competition through direct-to-device 08:44 Starlink's reliability and convergence possibility 10:10 Rethinking technical limitations 11:48 Unlicensed spectrum use 12:56 Companies becoming increasingly multi-modal 13:46 Two-year outlook and agency goals 16:27 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Arpan Sura, FCC, spectrum, Brendan Carr, AWS-3, auctions, 6G, upper C-band, NTIA, BBB, satellite, FWA, direct-to-device, Starlink, rural, convergence, BEAD, fiber, cable, EchoStar, Grain

  • S1 · E309
    August 17 · 14 min

    This Week: When Consumer Perception Does Not Match Network Reality

    Analysts Don Kellogg and Roger Entner unpack the FCC’s latest developments, examine real-world data on internet providers including Optimum, and discuss ongoing customer service concerns. 00:00 Episode intro 00:24 New FCC nomination news 01:47 FCC's potential satellite expansion 02:42 Ranking internet provider speeds 03:47 Survey information difficulties 06:29 Do devices still matter? 08:04 Optimum's current metrics 10:29 Network status and customer retention 12:12 The state of customer service 13:41 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, Danielle Thumann, Brendan Carr, satellite, cable, fiber, FWA, DSL, devices, T-Mobile, AT&T, Apple, Qualcomm, Verizon, Android, network, Optimum, SFR, customer service

  • S1 · E308
    August 10 · 16 min

    This Week: Starlink's Wireless Ambitions, the Data Center Boom, and Sampath to Zayo

    Analysts Don Kellogg and Roger Entner discuss the announcement of Sampath being named CEO at Zayo, their ongoing research into the immense scale of the data center buildout, as well as Starlink's prospects as a wireless operator. 00:00 Episode intro 00:24 Sampath named CEO at Zayo 01:07 Research on data center buildout insights 03:44 Starlink as a wireless operator 05:50 What spectrum will be used? 08:29 Network and satellite predictions 10:14 Scale of the potential network 13:52 Elon's track record and time horizon 16:06 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Zayo, fiber, data centers, AI, Starlink, Elon Musk, data, T-Mobile, Grain, spectrum, Dish, FCC, rural, 5G, Grok, Tesla, SpaceX, X, cable, FWA

  • S1 · E307
    August 3 · 11 min

    This Week: Verizon Promotes Alfonso Villanueva and the FirstNet Race Heats Up

    Analysts Don Kellogg and Roger Entner discuss the leadership changes at Verizon, changes in metric transparency and the shift to ARPA, and what AT&T's 5G standalone core means for the increasingly competitive first responder market. 00:00 Episode intro 00:25 Leadership changes at Verizon 02:00 Effects on company strategy and operations 03:00 ARPA and changes in reporting metrics 05:47 AT&T's 5G standalone core and its impact on first responders 07:55 Network live testing results 08:23 T-Priority and the competition 10:56 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Alfonso Villanueva, Sampath, Dan Schulman, ARPA, metrics, Apple, AT&T, FirstNet, 5G, slicing, spectrum, first responders, T-Priority, T-Mobile

  • S1 · E306
    July 27 · 14 min

    This Week: Q2 '26 Earnings - The Carriers Execute Their CEOs' Visions

    Analysts Don Kellogg and Roger Entner break down Q2 earnings from the major players across telecom and cable, examining key numbers as well as industry-wide trends and developments shaping the market. 00:00 Episode intro 00:30 AT&T Q2 overview 02:46 AT&T's convergence strategy 04:18 Starlink's improving reliability 06:15 Comcast and Charter Q2 overview 07:05 Cable customer satisfaction and strategic outlook 08:01 T-Mobile Q2 overview 10:12 Verizon Q2 overview 11:57 Q2 telecom industry trends and outlook 12:40 Device subsidies and the future of wireless promotions 14:02 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, fiber, net adds, transparency, FirstNet, convergence, FWA, AI, John Stankey, Charter, Starlink, Comcast, cable, T-Mobile, churn, broadband, Verizon, iPhone, devices

  • S1 · E305
    July 20 · 14 min

    This Week: Carrier Repositioning Through Leadership Changes

    Analysts Brett Clark and Roger Entner discuss leadership changes at T-Mobile and AT&T, cable's growing role in mobile, and Verizon's retail cost-cutting. 00:00 Episode intro 00:30 Leadership changes at T-Mobile 03:06 Chris Sambar's new role 03:51 T-Mobile for Business positioning 05:27 Mike Katz's impact 06:37 Cable's mobile growth 07:56 Verizon cost-cutting and layoffs 09:15 Retail strategy implications 10:46 Pascal Desroches leaving AT&T 12:31 Restoring investor trust 12:58 C-suite trust 14:04 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Roger Entner, T-Mobile, Mike Katz, André Almeida, Chris Sambar, AT&T, FirstNet, T-Mobile for Business, Verizon, MVNO, cable, Charter, Dan Schulman, retail, gross adds, net adds, churn, Pascal Desroches, Jennifer Biry, John Stankey, convergence, investors

  • S1 · E304
    July 13 · 7 min

    This Week: The Upper C Band Auction and a Win for American Consumers

    Analysts Don Kellogg and Roger Entner discuss the FCC’s move to expedite the upcoming Upper C-band spectrum auction, its impact on various companies and industry segments, and why it may represent a win for American consumers. 00:00 Episode intro 00:25 Upper C-band auction overview 02:23 Utility and applications of the spectrum 03:05 Comparison with previous auctions 03:38 Forecasts for Starlink's strategy 04:43 Accelerated timeline and implications for cable 06:04 Industry deleveraging trends 06:30 Historical outcomes of spectrum purchases 06:51 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, auction, spectrum, Upper C-band, Big Beautiful Bill, Verizon, FWA, EchoStar, Starlink, Elon Musk, urban, rural, cable, deleveraging

  • S1 · E303
    July 6 · 11 min

    This Week: Germany's Hyper Scaler Infrastructure Slow Dance

    Analysts Don Kellogg and Roger Entner examine insights from the Handelsblatt data center conference in Düsseldorf, covering the rapid expansion of data centers in Germany vs. the U.S., infrastructure and energy challenges ahead, and the implications for telecom networks. 00:00 Episode intro 00:25 Handelsblatt conference overview 01:31 State of the German data center buildout 02:44 State of the US buildout 03:23 Shortages are on the horizon 05:16 Electricity demands 06:06 Repurposing German data center heat 07:38 Cooling challenges 08:39 Why expansion must continue despite challenges 10:03 How data centers are reshaping telecom 11:30 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Germany, Handelsblatt, Deutsche Telekom, T-Mobile, data centers, electricity, AI, shortages, BEAD, memory, RAM, routers, cooling, GDPR, regulations

  • S1 · E302
    June 29 · 10 min

    This Week: The Half-Connected America and the Case for Universal Offers

    Analysts Don Kellogg and Roger Entner discuss Roger's report, "The Half-Connected America," exploring why some people choose not to use broadband and what companies and policymakers can do to address the issue. 00:00 Episode intro 00:25 Who chooses not to connect? 03:00 Privacy and surveillance concerns 03:36 Lack of laptop subsidies hampers connectivity 05:00 Mobile-only internet users 05:37 Seniors and smartphone challenges 06:18 Wireless home internet options 06:55 Affordability for low-income consumers 07:36 Respecting consumer choices & AI integration importance 09:20 Laptop subsidies could bridge the gap 10:06 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, broadband, NTIA, Lifeline, surveillance, BEAD, fiber, smartphone, NPS, hotspots, copper, subsidies, AI, Chromebook, government, privacy

  • S1 · E301
    June 22 · 12 min

    This Week: Verizon’s Simplicity Plan and Another Attempt to Eliminate Device Subsidies

    Analysts Don Kellogg and Roger Entner evaluate the benefits of Verizon's new Simplicity Plan, discuss the evolving device upgrade landscape, and examine AT&T's announcement of its new CFO. 00:00 Episode intro 00:24 Overview of Verizon's new plan 02:09 The rewards structure of the plan 03:27 Additional features and junk fee elimination 04:18 Device subsidies are being phased out 07:40 Increasing customer value without device upgrades 08:38 Verizon's new plan is a step in the right direction 09:53 AT&T announces new CFO 11:25 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, plans, Dan Schulman, rewards, T-Mobile, Ronan Dunne, Xfinity, internet, hotspots, devices, financing, Apple, upgrades, Samsung, net adds, Virgin Mobile, AT&T, Jennifer Biry, Pascal Desroches, John Stankey

  • S1 · E300
    June 15 · 26 min

    This Week: 300th Episode with Craig Moffett on Convergence and Fiber Economics

    Analysts Don Kellogg and Roger Entner celebrate the 300th episode of the show by welcoming telecom legend Craig Moffett, co-founder of Moffett Nathanson, to discuss all things convergence, including the current state of fiber buildouts, evolving bundling strategies, and what market cycles may be signaling for the future. 00:00 Episode intro 01:00 Convergence and the state of the fiber buildout 04:52 Density and overbuilding 06:15 Diminishing buildout returns 09:45 Data center demand and labor questions 11:16 Aerial vs. buried deployment cost concerns 13:43 Is bundling actually profitable? 18:05 Fiber growth at the expense of wireless 20:51 Broadband price compression may signal a coming crisis 23:29 What will future buyouts look like? 25:38 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Craig Moffett, convergence, fiber, FWA, cable, Starlink, BEAD, Cox, Charter, rural, buildout, density, data centers, Verizon, AT&T, Fios, bundling, ILEC, T-Mobile, copper, VoIP, buyouts

  • S1 · E299
    June 8 · 7 min

    This Week: Verizon’s New Network Leader and the Growing AI Memory Crunch

    Analysts Don Kellogg and Roger Entner examine the newest leadership shakeup at Verizon, as well as explore the escalating computer memory crunch and its potential ramifications for the telecom industry. 00:00 Episode intro 00:37 The latest Verizon leadership changes 02:37 International legal complications involved 03:17 The timing of the transition 03:46 Implications for the company 04:52 The systemic memory crisis is intensifying 06:47 Surging AI demand is driving profound changes 07:31 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Deutsche Telekom, Verizon, Abdu Mudesir, Joe Russo, Germany, Europe, network, NTIA, memory, shortages, RAM, supply chain, AI, routers, Apple, iPhone

  • S1 · E298
    June 1 · 9 min

    This Week: 5 Gig Cable, BEAD Shakeups, and the Starlink Opportunity

    Analysts Don Kellogg and Roger Entner examine the key domestic telecom developments of the week, including rural cable upgrades, recent BEAD turbulence, the buzz surrounding the Starlink IPO, and more. 00:00 Episode intro 00:25 Mediacom Next-Gen network upgrades 02:07 Cable is steadily improving its reputation 02:54 Speed and reliability are both crucial 03:59 Several BEAD providers are stepping back 05:03 Satellite may swoop in on the market 05:49 New research on consumer choice dynamics 07:29 Upcoming reports on Starlink's future 08:59 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mediacom, spectrum, DOCSIS 4.0, cable, fiber, Comcast, Charter, FWA, BEAD, rural, satellite, Starlink, Leo, New Street Research, IPO

  • S1 · E297
    May 26 · 13 min

    This Week: Modular Pricing, Network Strain, and California's Copper Standoff

    Analysts Don Kellogg and Roger Entner unveil insights from Fiber Connect 2026 on data centers and material shortages, and discuss AT&T's new Build-A-Plan rollout as well as their legal fight to sunset legacy copper networks in California. 00:00 Episode intro 00:25 Fiber Connect data center insights 02:51 AI video is driving network requirements 04:41 AT&T's new Build-A-Plan rollout and implications 07:40 Will the plan expand in the future? 08:27 AT&T sues California to sunset copper and DSL 11:00 Satellite has become a reliable backup 12:28 Regulators should embrace the future 13:16 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Fiber Connect, AI, network, data centers, BEAD, fiber, data, video, DOCSIS 4.0, AT&T, Build-A-Plan, Mint, multi-line, convergence, DSL, California, copper, FCC, satellite, Starlink, T-Mobile, regulation

  • S1 · E296
    May 18 · 10 min

    This Week: AT&T, Verizon, and T-Mobile Join Forces on Satellite Connectivity

    Analysts Don Kellogg and Roger Entner discuss the new satellite joint venture agreement in principle between Verizon, AT&T, and T-Mobile, exploring its massive implications for satellite providers and consumers alike. 00:00 Episode intro 00:25 Details of the potential joint venture 02:23 Universal connectivity is on the horizon 03:36 Implications for Starlink 05:37 The U.S. may set the global standard 06:18 Are the coverage wars over? 08:22 Future satellite tech upgrades 09:23 Intent does not always materialize 10:13 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, T-Mobile, D2D, device-to-device, spectrum, satellite, rural, dead zones, AST, Leo, Starlink, Elon Musk, coverage, urban, 5G, VoLTE, video

  • S1 · E295
    May 11 · 14 min

    This Week: Promises, Promises, Promises - Price Locks and the Cost of Predictability

    Analysts Don Kellogg and Roger Entner dive into the current state of carrier price locks as well as consumer sentiment, exploring the findings from Roger’s new report on the subject, "Promises, Promises, Promises." 00:00 Episode intro 00:25 Overview of the price lock landscape 01:34 Verizon's price lock landscape 02:56 T-Mobile's price lock landscape 03:09 Carrier price plans are innumerable 04:41 AT&T's price lock landscape 05:22 Charter's price lock landscape 06:06 Comcast's price lock landscape 06:47 Consumers prefer straightforward pricing 07:58 Cable equipment fees as a pain point 09:22 Carrier strategies differ overall 10:07 AT&T OneConnect's pricing 10:54 Fiber vs. satellite 12:03 Carrier reporting frequency 13:14 Report overview and episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, price locks, AT&T, Verizon, churn, net adds, T-Mobile, data, Charter, cable, Comcast, inflation, Verizon FiOS, routers, AT&T OneConnect, fiber, FWA, satellite, Starlink, reporting

  • S1 · E294
    May 4 · 19 min

    This Week: Q1 '26 Earnings - Verizon, T-Mobile, and Key Takeaways from Deutsche Telekom

    Analysts Don Kellogg and Roger Entner break down Q1 earnings for Verizon and T-Mobile, alongside key strategic takeaways from the Deutsche Telekom B2B Conference in Bonn, Germany. 00:00 Episode intro 00:26 Verizon's Q1 overview 01:59 Reporting metric changes 04:10 Verizon's future outlook 05:02 T-Mobile's reporting metrics 05:52 T-Mobile's Q1 overview 09:41 Industry-wide fiber net adds 12:10 Charter's stock and acquisition prospects 12:37 Deutsche Telekom and T-Mobile combination rumors 15:28 Conference insights and European sovereign cloud 17:17 Europe's superior system integration business 17:55 Roger's conference plans and episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, earnings, Deutsche Telekom, net adds, AT&T, John Stankey, fiber, FWA, broadband, U.S. Cellular, Srini Gopalan, churn, Charter, Comcast, sovereign cloud, AI, B2B, conference

  • S1 · E293
    April 27 · 11 min

    This Week: Q1 '26 Earnings - AT&T, Comcast, and Charter and the Rise of Fiber Castles

    Analysts Don Kellogg and Roger Entner dive into Q1 earnings from AT&T, Comcast, and Charter, the importance of fiber castles, and future predictions for Verizon and T-Mobile. 00:00 Episode intro 00:25 AT&T Q1 overview 01:19 Fiber castle strategies 04:50 Are cable customers becoming more satisfied? 07:16 Comcast Q1 overview 07:57 Charter Q1 overview 08:32 T-Mobile may struggle with fiber 09:14 Research report details 09:36 Verizon and T-Mobile future predictions 10:43 Deutsche Telekom merger rumors 11:18 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Comcast, Charter, convergence, fiber, Verizon, Kinetic, Frontier, Lumen, T-Mobile, FWA, cable, NPS, bundling, Srini Gopalan, Deutsche Telekom

  • S1 · E292
    April 20 · 7 min

    This Week: What Comes Next When All Networks Are Good Enough?

    Analysts Don Kellogg and Roger Entner discuss the current state of networks, why carriers must shift their strategic focus, and the challenge of truly prioritizing the customer. 00:00 Episode intro 00:43 All networks are now “good enough” 02:04 Shifting focus from speed to capabilities 03:20 Meeting consumer needs is paramount 05:50 What follows network emphasis? 06:56 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, network, Dan Schulman, FWA, 5G, Speedtest, 4K, Verizon, T-Mobile, T-Satellite, value, Consumer Cellular, video, AT&T, reliability

  • S1 · E291
    April 13 · 16 min

    This Week: Churn and the Future of Loyalty with Jay Cary and Dave Whetstone

    Analysts Brett Clark and Roger Entner are joined by TLC Worldwide CEO Jay Cary and Connex Studio CEO Dave Whetstone to discuss current customer retention challenges and the strategic solutions companies can implement to solve them. 00:00 Episode intro 00:26 Why is churn still rising? 02:47 Loyalty plans remain focused on acquisitions 04:36 How to improve loyalty plans 07:00 T-Mobile's positive interaction goal 07:51 Customer appreciation is underrated 08:35 The business case for loyalty plans 11:03 Visible and the MVNO landscape 14:04 Marketing strategy suggestions 15:38 Episode wrap-up Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Roger Entner, Jay Cary, Dave Whetstone, TLC Worldwide, Connex Studio, AT&T, 5G, network, loyalty plans, switching, Comcast, T-Mobile, churn, Ronan Dunne, Verizon, prices, Visible, MVNO, NPS, MNO, Mint, CRM, RCS, marketing

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