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