Episode 288

full
Published on:

23rd Mar 2026

This Week: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands

Analysts Don Kellogg and Roger Entner discuss the fierce competition between fiber, cable, FWA, and satellite, including who's winning – and where.

00:00 Episode intro

00:25 Fiber segments are winning across the board

01:53 AT&T's fiber gains

02:40 Verizon's fiber gains and convergence

03:09 Cable's fiber gains

04:19 FWA and bundling

04:35 Satellite and rural competition

05:37 Only certain customers will bundle

06:00 T-Mobile's fiber gains are more limited

06:30 Is everything a fiber network?

09:29 Speed is not always a factor

10:53 Starlink vs. fiber in rural areas

13:28 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, fiber, cable, FWA, satellite, ILEC, AT&T, net adds, FirstNet, Verizon, bundling, convergence, Charter, NPS, DSL, BEAD, rural, Starlink, T-Mobile, WISP

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.