Episode 20

Published on:

1st Feb 2021

This Week: AT&T, Verizon and Comcast Announce Q4 Earnings

0:26: It’s earnings season! Verizon’s numbers for the last quarter shows they are struggling to attract customers. What has been working for them and what hasn’t?

5:09: Verizon talked about their 5G sites and their 5G plans for 2021.

6:25: Comparing AT&T’s numbers with Verizon’s - is it better to have more net adds or better profitability?

7:48: Apple has reported an incredible 4th Quarter; a lot from overseas customers.

8:56: AT&T and Verizon didn’t have a problem with offering devices that no one wanted to buy - let’s compare their strategies.

9:22: Stores are closed for all companies, but COVID cannot be blamed for Verizon’s numbers.

10:52: Is there a difference between operational metrics and financial metrics? 

12:50: AT&T talked about their fiber - it’s a multi-use network.

14:47: Comcast released their numbers and have renegotiated their contract with Verizon which is good for them but not so much for Verizon.

Tags: telecom, telecommunications, business, Don Kellogg, Roger Entner, Recon Analytics, Verizon, AT&T, Comcast, 5G, C-Band, Ultra Wideband, COVID, COVID-19, Coronavirus, T-Mobile, Bell South, DirecTV, Warner Media, Hollywood, fiber optic cable, Tracfone, StraightTalk,

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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.