Episode 239

full
Published on:

14th Apr 2025

This Week: Sunshine and Roses in Telecom-land

Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.

00:53 Verizon's new guarantees may not be enough

3:00 Slowing growth indicates recession

05:16 Tariff implications for smartphones and carriers

10:36 Average Americans are under financial pressure

13:04 Uncertainty is bad for manufacturing and investing

14:55 Nevertheless, telecom remains largely recession-proof

17:13 Episode wrap-up


Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers

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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.