Episode 25

Published on:

8th Mar 2021

This Week: How Leadership Changes Drive Carrier Strategy

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

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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.