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