0:28: Q1 Earnings announcements from Comcast, Charter, and DISH. What the numbers mean.
2:42: Comcast changed their pricing structure.
4:21: Altice is trying to be defensive with their pricing structure.
4:49: How Charter and Comcast are positioning themselves with their CBRS purchases.
6:04: DISH is struggling to keep up with the post-pandemic economy.
7:07: Historically what’s happened in prepaid vs postpaid cellular plans in recessions. And how that’s affecting DISH.
10:33: Google, Apple, and Facebook released their revenue numbers this week too.
11:22: The chip shortage - what’s happening with that?
12:36: What does the drought in Taiwan have to do with the chip shortage?
13:26: Big Tech is posting big increases while under scrutiny for antitrust.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Comcast, Charter, DISH, Altice, Q1, earnings reports, chip shortage, Google, Facebook, Apple, Epic,