Podcasts

3.16.2026 — ADAM Insights is expanding their capabilities globally and using data analytics to help customers understand their device journey and network experience. They are expanding their use of AI capabilities across all countries and regions, including tracking shipment, sales, and customer bases. They are also using macroeconomic indices and geographic analysis to combine data sets and create relevant analytics. The speakers emphasize the importance of taking data into account for the impact of macroeconomic elements on the smartphone market and emphasize the use of machine learning to signal signals. They are close to their largest customer and appreciate their inspiration to do better.

3.8.2026 — The speakers discuss the potential for AI to generate revenue for telecom companies, including the use of AI and edge compute. They express concern about privacy and privacy concerns, but suggest protecting oneself and avoiding rushing to achieve goals. They also mention the demand for privacy and consolidation among European carriers and discuss upcoming events and plans for people to come back.

3.1.2026 — The telecom industry is undergoing consolidation and the potential of 5G technology to impact rural areas is discussed. The consolidation of small world wireless into national players and rural consolidation in the wireless industry is also discussed. The impact of five g Americas on the industry is also discussed, with a focus on the power dynamic between AT&T mobile and the importance of industry analyst events. The importance of industry analyst events is also emphasized.

2.23.2026 — The speakers discuss the loss of data from AT&T due to carriers losing money, but emphasize the importance of providing more data and insights to help the company succeed. They also emphasize the need for transparency in the wireless industry and suggest providing historical numbers to help investors understand the industry's growth and profitability. They end the conversation with plans to talk again next week.

2.16.2026 — The conversation covers the shift in store mix from dealer-owned to corporate-owned, the importance of latency and AI in the industry, and the use of AI in the network and live translation. The speakers emphasize the need for latency and AI to affect everything, including mobile devices and computers, and the impact of technology on people's lives and the world. They suggest sharing the panel and discussing the need for disclosure in the future.

2.9.2026 — During a conversation between Roger Entner and Don Kellogg, they discuss the search for a successor for Zampath and the transition of a former executive, Ronan Dunn. They also touch on T Mobile's upcoming Capital Markets Day and the significant amount of leadership change at T Mobile. They discuss the importance of leadership change and the impact of T Life on scores and the growth pains of the industry. Don expects the leadership change to happen at T Mobile, but hopes for it to happen. They plan to talk to Roger next week.

2.2.2026 — The speakers discuss the performance of telecom, media, and technology by unawership, noting strong net adds and a good year for handsets. Verizon had a good quarter with a strong net adds, while T-Mobile reported a good quarter and saw an increase in mobile network. The importance of consumer first retail net adds is also discussed, along with the success of Verizon's postpaid phone and business, as well as the potential for bundling services. T-Mobile is reporting on wireless lines and plans to discuss video subscription to watch the NFL, while T-Mobile is also discussing home internet losses and video subscription to T-Mobile's bundle offerings.

1.26.2026 — The speakers discuss the Xfinity loyalty program and the importance of loyalty plans, including getting rewards for customers. They also touch on the value of loyalty plans, including the possibility of getting a golden watch and the potential for it to be a way for people to get their own money. They suggest the use of loyalty plans as a tiebreaker and the importance of customer care and clean-up crew. They also mention the potential for streaming services like Disney Plus and Visible members to provide discounts on streaming services.

1.19.2026 — In a conversation between Roger Entner and Don Kellogg, they discuss the outage on Verizon and the importance of protecting employees from network outages. Roger advises Roger to wait for the situation to be resolved and use the advice of others. They also discuss the importance of protecting customers and employees from network outages and potential fraud, as well as the legal ruling that forced carriers to unlock devices after 60 days. They also touch on the success of the Frontier acquisition and the excitement surrounding the merger of Frontier and Kinetic.

1.12.2026 — In a conversation between Roger Entner and Don Kalgo, they discuss T-Mobile's new family plan and its benefits, including loyalty plans and acquisition plans. They also discuss the loyalty penalty in home internet and the potential for FWA prizes people who don't have a lot of options before switching to a T-Mobile plan. They conclude by saying they will talk to Roger again next week.

1.5.2026 — The speakers discuss the disruptive impact of device insurance on the insurance industry, including high premiums for carriers and high retention rates. They emphasize the importance of protecting devices and personalized protection plans for customers. The potential for an MVNO to disrupt the insurance industry and offer a free research note is also discussed. The speakers emphasize the importance of protecting devices and personalizing plans for customers.