Episode 191

Published on:

13th May 2024

This Week: The State of Broadband with Jonathan Chaplin

Analysts Don Kellogg and Roger Entner are joined by Jonathan Chaplin from New Street Research's U.S. Communications Services Research Team to discuss the current and future states of broadband, cable, Dish, and more.

00:55 Jonathan's take on broadband's recent decline

04:48 Roger's analysis of broadband

06:39 Jonathan's no-growth 2024 outlook

07:36 Roger's slightly optimistic 2024 outlook

09:04 Don's FWA predictions

10:49 Cable's culture is problematic

17:19 FWA's value vs. cable

21:08 T-Mobile's plan to buy parts of U.S. Cellular

24:10 What will happen to Dish's spectrum?

30:26 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Jonathan Chaplin, New Street Research, broadband, cable, ACP, Charter, RDOF, BEAD, FWA, spectrum, DSL, T-Mobile, Verizon, DOCSIS 3.1, DOCSIS 4.0, NPS, Comcast, symmetrical service, U.S. Cellular, rural, Dish, AWS-3, FCC, Boost Infinite, AT&T

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.