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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 …
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 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 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 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 i…
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