OM DENNE EPISODE
Analysts Don Kellogg and Roger Entner discuss the recent purchase of MobileX by Charlie Ergen-controlled CONX, as well as its implications for the players involved and for the broader MVNO and satellite markets as well.
00:00 Episode intro
00:25 Details of the acquisition
01:30 How MVNOs fit into the bigger picture
03:03 Implications for Starlink
04:04 Peter and Charlie's working relationship
05:23 Charlie Ergen's future operations
06:15 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, MVNO, MobileX, Peter Adderton, Charlie Ergen, Dish, EchoStar, Verizon, CONX, Boost Mobile, Elon Musk, Starlink, AT&T, convergence, MNO, spectrum
Engelsk
USA
I DENNE EPISODE
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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 Mik…
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:…
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 Sta…
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…
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 …
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Roger Entner, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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