Episode 54

Published on:

25th Sep 2021

This Week: Wireless Carrier Strategies in the early innings of 5G

Analysts Don Kellogg and Roger Entner discuss  the latest news in telecom, media, and technology.

0:28: In the third week of September, the CEOs of AT&T, Verizon, and T-Mobile spoke at the Goldman Sachs Communicopia Conference on their visions of the future. What John Stankey of AT&T revealed about AT&T’s focus.

2:36: The importance of teasing out what John Stankey did NOT talk about.

6:04: AT&T’s churn strategy - are others playing the same game?

7:11: Verizon is getting more money out of their existing customers rather than playing the net-add-game. What Hans Vestberg said about Verizon and what can be extrapolated from that information.

12:17: Mike Sievert of T-Mobile shared that their premium plans are growing. What else did he share about T-Mobile?

19:26: Verizon’s potential difficulties in differentiating themselves in the market. 

21:23: Who struck a deal with Apple for Apple TV+?

Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Don Kellogg, Roger Entner, Recon Analytics, Goldman Conference, John Stankey, T-Mobile, Verizon, Hans Vestberg, Mike Sievert, data breach, fiber, Yahoo, AOL,

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.