Episode 195

Published on:

9th Jun 2024

This Week: Best Plans for the Best Customers, NVidia Dabbles in OpenRan

Analysts Don Kellogg and Roger Entner discuss Verizon's recent wireless plan updates, as

well as Nvidia's acquisition of spectrum to test Open RAN.

00:25 Verizon's new plan updates may reduce churn

02:11 Prepaid and retail struggles continue

04:03 Verizon's overall strategy

04:28 Nvidia's spectrum acquisition and Open RAN predictions

Note: “Roger erroneously added that OpenRAN efforts only began to stabilize once Dish Network brought on established open RAN vendor Samsung, “which took over a lot of that stack.”” Mavenir continues to play a significant role in Dish’s 5G Open RAN network.

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, AT&T, net adds, ACP, churn, retail, TracFone, Straight Talk, Visibile, Total, MobileX, Nvidia, spectrum, Open RAN, interoperability, Dish, Samsung, Ericcson, AI

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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.