0:26: What can be learned from the change in leadership, and subsequent strategy changes, at the top three mobile carriers?
4:24: Since T-Mobile has snapped up a large share of the “low hanging fruit” from other carriers, how their strategy seems to be changing.
5:50: T-Mobile and rural America - how will T-Mobile grow beyond their traditional footprint?
7:20: All of the top talent working at the companies know each other and have often worked together at other companies.
8:24: Comparing Verizon under Hans Vestberg to Verizon under his predecessors.
12:40: Verizon is betting on content - a wise bet or not?
16:00: Comparing AT&T under John Stankey to AT&T under his predecessors.
17:51: How AT&T reacted and pivoted after Sprint was acquired and no longer the “low rung of the carrier ladder”.
20:09: How low cost of capital has impacted the wireless carriers.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, T- Mobile, AT&T, Verizon, leadership, Mike Sievert, Q4, net adds, ARPU, ARPA, strategy, rural expansion, Hans Vestberg, 5G, COVID-19, COVID, Coronavirus, John Stankey