The Week with Roger

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

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

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