Episode 34

Published on:

3rd May 2021

This Week: Earnings from Comcast, Charter, Altice and Dish

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,

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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.