Episode 241

full
Published on:

28th Apr 2025

This Week: Q1 Earnings Recap and Looming Tariffs

Analysts Don Kellogg and Roger Entner discuss Q1 earnings from the major players in telecom and cable, as well as when impacts from tariffs may start to appear.

00:23 Economic headwinds affect Q1 overall

03:16 Verizon Q1 overview

04:32 Free lines are affecting the numbers

06:40 Prepaid growth should not be ignored

07:34 Verizon adjusts reporting on SafeLink and insurance metrics

09:38 T-Mobile shakes up prices

10:39 AT&T Q1 overview

13:32 T-Mobile Q1 overview

15:06 Cable Q1 overview

16:59 Tariffs won't be felt just yet

17:53 Episode wrap-up


Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Q1, Verizon, AT&T, T-Mobile, net adds, SafeLink, Lifeline, insurance, device protection, FirstNet, fiber, FWA, EBIDTA, convergence, legacy services, T-Priority, cable, Comcast, Charter, NPS, tariffs


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.