The Week with Roger

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

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

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

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

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