Episode 79

Published on:

14th Mar 2022

This Week: AT&T and Verizon Investor Day Recap

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:29: AT&T just had their Investor Day - what the highlights were.

4:26: How Verizon surprised everyone at their recent Investor Day.

6:10: Verizon improved their revenue estimates.

7:17: How is the market defined these days?

9:22: Thoughts on where T-Mobile will sit after seeing AT&T and Verizon’s presentations.

11:21: T-Mobile now believes they are done with the churn from the Sprint merger.

12:05: Why Don is watching the fixed wireless aspect of the businesses.

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, media, Recon Analytics, AT&T, DirecTV, investor day, fiber, Verizon, T-Mobile, mobile edge compute, MSO

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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.