Episode 189

Published on:

29th Apr 2024

This Week: Q1 '24 Earnings Recap

Analysts Don Kellogg and Roger Entner dissect the 1st Quarter earnings for both telecom and cable. They also discuss slowing upgrade rates, T-Mobile's entry into the fiber market, and examine the industry's net promoter scores.

00:24 Q1 earnings represent a cooling market

01:18 Handset replacements are cratering

03:05 AT&T's Q1 Earnings

07:06 Verizon's Q1 Earnings

10:50 T-Mobile's Q1 Earnings

12:57 T-Mobile's investment in Lumos Fiber

17:06 Comcast's Q1 Earnings

18:52 Charter's Q1 Earnings

19:42 Industry overview


Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, upgrades, AT&T, churn, FWA, cable, broadband, Verizon, T-Mobile, EQT, Lumos, fiber, Cable One, Comcast, Charter, Spectrum, net promoter scores, NPS, DOCSIS 4.0

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.