Episode 60

Published on:

8th Nov 2021

This Week: Earnings Season Wrap Up- T-Mobile, AT&T, Charter and Comcast

Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.

0:50 Taking theCharter and Comcast footprint into account when looking at their results their

new multi-line accounts

3:26 AT&T continues to lead in postpaid phone nets

4:10 What impact did the late-quarter release of the iPhone 13 have on net adds?

7:01 What are investors missing in the AT&T quarterly numbers?

8:05 Why all the defensiveness from T-Mobile? They had a very strong quarter.

9:30 Wireless carriers are frustrated about the price of their stock

12:15 Verizon is preparing for a massive ramp in their wireless broadband subscribers

12:45  Increased broadband competition in rural areas is coming

17:01 Roger's top-line predictions for Q4

18:40 The impact of supply chain on Q4

24:40 T-Mobile has been tracking network perception… but why won't they say who the leader in

network perception is?

Tags: #5G #Verizonwireless #ATTwireless #TMobile #Comcast #Charter #Broadband #Fiber #SupplyChain #QuarterlyEarnings #DonKellogg #RogerEntner

Listen for free

Show artwork for The Week with Roger

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.