Podcasts

6.1.2026 — The conversation between Roger Retner and Don Kellogg covers the company Mediacom's transition to 5 gig downstream speeds and the importance of reliability and small provider improvement. They discuss the success of small providers in getting licenses back and the reopening of bidding processes. The speakers emphasize the importance of satellite data and the potential impact on the market, as well as working with sell-side investors and sharing data with them. They also mention the potential impact of the IPO on the market and the potential for a network operator to become an MNO.

5.26.2026 — The conversation covers various topics including telecom, media, and technology by Carrefour Analytics. The speakers discuss the benefits of Fiverr's fiber-based plan, including a flexible pricing structure and unlimited data for $15 a month. They also mention the success of AT&T's approach to postpaid pricing and the potential for multi-factor pricing. They discuss the benefits of a wireless bill, including optimization against wireless bills, and the potential for a new type of bill with a local carrier. They agree to keep track of the conversation and speak again next week.

5.18.2026 — A joint venture between wireless carriers and technology will advance communication directly to devices, with the joint venture donating spectrum and working on harmonizing terrestrial connectivity for satellite providers to allow consumers to have seamless experience in rural America. The joint venture will allow consumers to have a more resilient network and eliminate dead zones, which is beneficial for people in disaster areas. The implementation of a global standard for satellite connectivity will lead to more countries adopting it, and the transition from one cell site to the next may lead to a tuning issue. The implementation of this standard will be a leading edge technology and positive for the industry, with more carrier-grade wireless technology in the future.

5.11.2026 — The speakers discuss the use of telecom, media, and technology by unaffiliated technology companies, as well as the benefits of raising prices and protecting customers from bill increases. They also touch on the use of analytics to track data usage and the importance of straightforward pricing. The speakers emphasize the need for transparency and accountability in pricing, as well as the importance of research and transparency in reporting churn. They plan to talk again next week to discuss plans to talk again next week.

5.4.2026 — The first quarter has seen strong performance from T-Mobile and Verizon, with T-Mobile reporting a net adds of over 100,000 and Verizon reporting a net adds of over 100,000. The success of T-Mobile's postpaid phone net adds has driven higher churn rates, but they lost accounts. The company is focused on improving profitability, automation, and expanding EBITDA, with plans to buy smaller and smaller providers. The German government is a constraint, but the potential for a deal between T-Mobile USA and Deutsche Telekom is discussed. The importance of connectivity in the cloud industry is also highlighted, with plans for a keynote and panel at a conference on the topic.

4.27.2026 — The conversation between Roger Entner and Don Kellogg covers the potential benefits of the company's convergence strategy and the acquisition of Luminim and Comcast, which is designed to be an FWA killer. The company's shift towards wireless and the potential for growth in wireless numbers are discussed, with the impact of cable on people being discussed and the potential for growth in wireless numbers. The success of Comcast's broadband service on customer satisfaction and revenue is discussed, with the potential impact of T-Mobile's plans to merge with DT and T-Mobile USA noted as future topics of discussion.

4.20.2026 — In a conversation between Roger Entner and Dan Scheler, they discuss the importance of network capabilities and the benefits of wireless networks. They also discuss the importance of customer satisfaction and the use of reliability as a measure of success. They mention the need for a comprehensive bundling approach to ensure customer satisfaction and the importance of network capabilities as a critical factor for customer satisfaction.

4.13.2026 — The CEO of TLC Worldwide discusses the challenges of telco networks and the need for a loyalty plan. He suggests creating a mindset shift and focus on loyalty initiatives, and emphasizes the importance of loyalty plans in customer life cycle. The success of Visible, a premium brand, is highlighted, along with the use of data and analytics to improve marketing strategies. The importance of creating a customer life cycle and implementing initiatives around mindset shift and focus on customer satisfaction is emphasized.

4.6.2026 — The new plans for AT&T's OneConnect include a bundle of flavors and a watch, tablet, and fiber, with plans to bring the plan to existing customers and avoid unnecessary costs. The plan is flexible and allows for growth without disclosing ARPU. The Fiber plans include bundling services and increasing prices on base plans, as well as keeping ship steady and not changing price plans all the time for customers. The Fiber plans are a long term play and may cause short-term pain on churn.

3.30.2026 — In a conversation between Roger Entner and another analyst, they discuss the potential risks of a router ban and the cost of wireless service. They also discuss the cost of data usage and the cost of wireless service. The conversation ends with a discussion of the benefits of wireless service and the need for a new router.

3.23.2026 — The speakers discuss the impact of fiber infrastructure on people's lives and the competitive nature of fiber networks. They suggest bundling with fiber infrastructure for affordability and lower prices, and using a channel card to increase speed and reduce capacity. They also discuss the benefits of a new connection and the team is working on a longer report to provide more updates. They acknowledge the competitive nature of fiber networks and believe it is more complicated than wireless networks.