#279: Verizon — Two Major Wins and One Temporary Setback
1.19.2026 — In a conversation between Roger Entner and Don Kellogg, they discuss the outage on Verizon and the importance of protecting employees. Roger advises Roger to use the advice of "ma'am, this is my way," and move on. They also discuss the importance of protecting customers and employees when network outages occur, as well as the ruling from the FCC that forced Verizon to unlock every device after 60 days. They also touch on the impact of the Frontier acquisition and the excitement surrounding the merger. Finally, they discuss the integration of Frontier and Kinetic, as well as the excitement of convergence and upsell opportunities for selling Frontier customers.
#278: T-Mobile’s Better Value Plan & Who Loyalty Plans Really Target
1.12.2026 — In a conversation between Roger Entner and Don Kalgo, they discuss T-Mobile's new family plan and its benefits, including loyalty plans and acquisition plans. They also discuss the loyalty penalty in home internet and the potential for FWA prizes people who don't have a lot of options before switching to a T-Mobile plan. They conclude by saying they will talk to Roger again next week.
#277: The Anxiety Premium and the US Device Insurance Market
1.5.2026 — The speakers discuss the potential disruption of the insurance industry caused by the pandemic and the importance of device insurance for fixing phones. The disruptive impact is profitable and high in insurance companies, but challenges and opportunities for carriers to target customers are also present. Personalized protection plans and a free research note are suggested as potential protected devices. The potential for upselling opportunities and a report on the company's website are also discussed.
#276: Genius Myopia - Why Smarter Models Aren't Enough
12.29.2025 — The importance of building models that use consumer and enterprise data is discussed, as well as the need for privacy and trust in AI platforms. OpenAI's model context protocol is emphasized, along with the potential for AI to be ad-funded and monetized. The need for a value exchange with privacy is also emphasized, along with the potential for AI to be ad-funded and the opportunity to provide actionable insights to guide investment in AI. Investing in privacy and creating a trusted data infrastructure are necessary for success in the future.
#275: Christmas Episode - A Spirited Discussion on Wireless Industry Economics with Peter Adderton and Ronan Dunne
12.22.2025 — The speakers discuss the importance of protecting MVOs's value brands and the need for value segment and prepaid models in the European market. They also emphasize the importance of differentiation and app-focused offerings for customers to save money on their plans, as well as the need for price and network access pricing in the marketplace. They also discuss the success of the wireless industry and the importance of investing in a brand like Total. They emphasize the importance of balancing net ads and ARPU in the industry and the need for customer care and customer service.
#274: Super Owner Economics - Comcast & Charter’s Network Jiu-Jitsu
12.15.2025 — The speakers discuss the super-owner economics of Charter and Comcast's CBRS strategy. Comcast plans to offload 30% of their macro traffic onto their own CBRS network, which will have a negative impact on their friends at Verizon. The potential profitability of cable companies due to the transition of subscribers is also discussed, along with the importance of addressing customer issues with customer service. The speakers emphasize the importance of technology and loyalty in the industry, and the benefits of sharing spectrum and addressing customer issues with customer service.
#273: Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing
12.8.2025 — The speakers discuss the recent report on the satellite in the US and the potential for Starlink to lord over everyone. They also talk about the dual source initiative with the Golden Dome project, the success of the Amazon Leo program, and the government involvement. They also discuss the potential for a " Charlie spirit" with Elon Musk and the " Charlie spirit" with Don. They suggest keeping an eye on the situation and mention the potential for " Charlie ghost" with Starlink. They suggest cutting trees and not bidding for spectrum, and mention the potential for " Charlie spirit" with Elon Musk and Don.
#272: A New C-Band Auction & What It Means for Wireless and Satellite
12.1.2025 — In a conversation between speakers, they discuss potential spectrum auctions and potential wireless auctions. They mention a bill executed by the FCC to auction spectrum, which is expected to happen before Independence Day. They also discuss competition from Amazon's Bead service and the potential for fiber to fill unanswered spots in rural areas. They suggest that governments should not run businesses and wireless carriers, and that the environment may be different in the past auction. They also discuss the potential for FWA to be used in urban and rural areas, and suggest spending $47,000 on Verizon on the c band.
#271: Vegas Baby! T-Mobile Easy to Switch Un-carrier Event
11.24.2025 — T-Mobile is hosting an Un carrier event to offer analysts and other consumers access to T-Mobile's data services. The event is being organized by T-Mobile to make switching easier for customers, and the focus is on fixing issues that may arise from a previous carrier. The benefits of switching from one carrier to another, including disenfranchising, the need for a new device, and the profitability of upselling digital products and insurance programs are discussed. The shift to a new carrier is seen as a result of a difficult situation, and the impact of switching on consumers and the upcoming year are also discussed.
#270: Verizon’s Cost-Cutting Drive - A Difficult Step to Ignite Growth in 2026
11.17.2025 — The conversation between analysts and technology expert Roger Entner discusses the importance of the Christmas period for Verizon's revenue generation and the need for layoffs. Verizon plans to cut costs and increase prices in Q4, but they suggest cutting employees or raising prices. The conversation also touches on third-party stores and violent disagreeing with Roger on a podcast. Don suggests cutting dividends or raising prices, but suggests optimizing the network and automating the network. The election is one of the most pivotal years in wireless history, and there are a few more episodes until the upcoming television episode.