The Week with Roger

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

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

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

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

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