Recon Podcast

Podcasts

Each week, join Roger Entner and the Recon Analytics team for an analyst's perspective on the world of telecom.

Podcast Episodes 1–11 of 200

#319: Q3'26 Earnings: AT&T & Comcast; Starlink Wireless Ambitions & Impact on Spectrum Policy

10.26.2026 — During a transcript, Roger Entner discusses the company's plans to build a full spectrum network with 4G and spectrum, and the potential for Starlink to be a viable base. Roger discusses the success of Comcast's mobile and home internet broadband, as well as the challenges of improving performance and price pressure of cable. They also mention a petition from the FCC to wipe out 90% of uplink spectrum for T-Mobile's network and discuss the impact of Comcast's acquisition on the company's value story and network performance. Speaker 2 suggests a petition for unlicensed spectrum to be used exclusively for satellite usage and plans to discuss further next week.

#318: Cohere's Ray Dolan on 6G and the Future of Physical AI

10.19.2026 — Cohere Technologies created a fat pipe in OFDM to solve the Internet industry's issues and use a radar approach to ensure the network is reflective and integrated. The company is now focused on cellular edge and has a new approach to intercell interference management. multi-service architecture and the development of a multi waveform-based station are also discussed, with excitement expressed about COherent's potential to help transition existing cellular infrastructure from the comms business to the intelligence business.

#317: The FCC's Spectrum Push and T-Mobile's AI Transformation

10.12.2026 — The speakers discuss the potential for spectrum auction and the benefits of using spectrum for both terrestrial and direct-to-dwbye connections. They also mention the FCC's announcement of 15,000 satellites for Starlink and the potential for more satellites to be deployed. They discuss the potential for growth in the wireless industry and the importance of AI data centers and AI Investor Day. They also touch on the use of physical AI for autonomous agents and the potential for physical AI to impact people's plans, renegotiate rates, and manage networks.

#316: AT&T/T-Mobile/Verizon Satellite JV, Panasonic, and T-Mobile/Sprint Merger Lawsuit

10.5.2026 — The speakers discuss joint venture with T-Mobile and Verizon to standardize satellite networks and a lawsuit against Deutsche Telekom and the Sprint acquisition. They also address the affordability of the wireless industry and the impact of T-Mobile's price increases on the industry. The speakers mention a new laptop designed for engineers and police officers and a subscription to the Toughbook, which is designed for first responders.

#315: Verizon's Yago Tenorio on Designing the Future of 6G

9.28.2026 — Verizon is holding a summit on the use cases for their 5G technology, which is led by Roger Entner, the CTO of Verizon. The summit is focused on finding creative partners in the industry to deliver desired use cases, and transitioning from five g to six g technology is a challenge. The speakers stress the need for a smooth transition and finding the right use cases for AI wearables, and the need for wide spectrum policy and different network architectures and architectures are difficult to find in the US. They also discuss the importance of understanding the use case and finding the right use cases for AI wearables, and invite other companies to discuss monetization opportunities.

#314: The iPhone Duo and Don't Count Out Cable

9.21.2026 — The caller discusses the potential market share of the new iPhone and the shift towards foldable devices, with a focus on the benefits of the Apple device, including a lower cost of ownership and a lower cost of use. They also discuss the potential impact of cable companies on price and the challenges of wireless service. Don suggests that "gear on the small rural telcos" and "gear on the small rural telcos" may lead to "gear on the small rural telcos" and "gear on the small rural telcos", and discusses the potential impact of label taxes and WiFi tax on cable customers.

#313: Consumer Cellular's Ed Evans on Winning with the 50+ Customer

9.14.2026 — The Consumer Cellular's unique business model is based on serving 18-year-olds and 30s, with profitable profit. The company has been successful in serving a challenging customer base and expanding into stores. Their digital channels are a key part of their customer journey, where customers want no part of it. The company is creating a suite of products, including a home suite and a wearable device for caregivers, to help people age in place and avoid deaths. They are creating a service called emergency response and using a caregiver app for family members. They are expanding into retail stores and are experiencing success in reducing churn and improving customer service.

#312: AI Infrastructure Connectivity with Zayo's Bill Long

9.7.2026 — The demand for telecom, media, and technology is increasing due to a shift from training to inference. The importance of fiber-efficient infrastructure for multi- gigabit connectivity is discussed, as well as the need for a architecture that allows for multi- and multi- types of connectivity requests. The shift from training to inference will require fiber-efficient infrastructure and multi- gigabit connectivity is a key demand driver. The use of AI in the telecom industry is discussed, where the demand for intelligence is increasing and causing problems for retailers and enterprises, and the importance of cloud on steroids and security is emphasized. The speakers express excitement for the upcoming show and discuss plans for future updates.

#311: CONX Acquires MobileX and Starlink MVNO Ambitions

8.31.2026 — In this segment of a transcript, a conversation between two analysts about telecom, media, and technology by unawareness takes place between Roger Entner and Don Kellogg. Roger discusses the acquisition of Mobile X and its plans for profitability, while Don talks about the potential of the company's wireless network and its potential for growth. They also discuss the potential of the company's MNO and the potential of the company's wireless network.

#310: The FCC's Spectrum Pipeline with Arpan Sura

8.24.2026 — During a conversation between senior counselors and representatives from upper C Band auction company, they discuss the goal of lightening the upper C Band band for the benefit of Americans by setting early clearing deadlines for spectrum auction biddings. They also discuss the lack of discipline, accountability, and coordination within the federal government, as well as the success of setting early clearing deadlines for spectrum auction biddings. They emphasize the importance of functional regulation and communicating regardless of technology, as well as the potential for spectrum to fill a gap in the wireless market. They also touch on the current state of the wireless industry and the potential for spectrum to be put to use for American people. They emphasize the need for a fast process to deploy radios and the potential for spectrum to be put to use for American people.

#309: When Consumer Perception Does Not Match Network Reality

8.17.2026 — The conversation between Roger Entner and Don Kellogg covers the potential for a Republican-led commission to expand competition and improve wireless technology. Speakers discuss the importance of speed tests and identifying the device used in speed tests, as well as policy implications and speed tests. They also touch on the success of Optimum on their wireless network and the potential for T-Mobile to use their network to cover their wireless services. They mention the success of Optimum on their wireless network and the refinancing of their debt, as well as the potential impact of adding 49,000 lines on their subscriber base. They also discuss helping other people with their wireless bill and will do their best to assist them.