Episode 178

Published on:

12th Feb 2024

This Week: Verizon's Sell Side Analyst Event


Don Kellogg and Roger Entner dissect the recent Verizon sell side analyst event

as well as discuss the future of wireless retail stores.

00:26 Verizon's sell side analyst event

00:47 Roger's thoughts on the event

01:11 Don's thoughts on the event

02:20 Big management changes at Verizon

03:45 Verizon's reversion to a regional structure

04:47 The wireless industry shedding personnel

05:19 The future of wireless retail stores

08:26 Will all stores look like Apple Stores?

09:28 ACP's minimal impact on margins

10:04 FWA and private networks

11:42 Expectations for future sell-side events

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, Verizon, AT&T, T-Mobile, Mint, Metro, Boost, management, personnel, engineers, fixed wireless, FWA, private networks, ACP, sell side event, retail stores, Apple Stores, edge computing

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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.