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,