This Week: Q4 '25 Earnings - AT&T, Verizon, Comcast, & Charter - Convergence Takes Center Stage

Analysts Don Kellogg and Roger Entner analyze Q4 earnings for AT&T, Verizon, Comcast, and Charter, with additional insights on convergence and FWA.

00:00 Episode intro

00:24 AT&T Q4 overview

01:40 Convergence has supplanted handset upgrades

03:30 Verizon Q4 overview

05:18 Comcast Q4 overview

05:45 Charter Q4 overview

06:35 Charter is taking FWA seriously

07:15 Charter's wireless line metrics

07:58 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Verizon, Comcast, Charter, cable, net adds, FWA, convergence, devices, churn, iPhone, value, fiber, Frontier, bundling, upgrades, video, NFL, T-Mobile