Episode 298

full
Published on:

1st Jun 2026

This Week: 5 Gig Cable, BEAD Shakeups, and the Starlink Opportunity

Analysts Don Kellogg and Roger Entner examine the key domestic telecom developments of the week, including rural cable upgrades, recent BEAD turbulence, the buzz surrounding the Starlink IPO, and more.

00:00 Episode intro

00:25 Mediacom Next-Gen network upgrades

02:07 Cable is steadily improving its reputation

02:54 Speed and reliability are both crucial

03:59 Several BEAD providers are stepping back

05:03 Satellite may swoop in on the market

05:49 New research on consumer choice dynamics

07:29 Upcoming reports on Starlink's future

08:59 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mediacom, spectrum, DOCSIS 4.0, cable, fiber, Comcast, Charter, FWA, BEAD, rural, satellite, Starlink, Leo, New Street Research, IPO

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About the Podcast

The Week with Roger
An Analysts Perspective on Telecom
Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.