Podcasts

3.1.2026 — The potential for consolidation of smaller players into larger players in the telecom industry is discussed, along with the appointment of Nick Jeffrey as the COO of Charter and the retirement of Charlie Moore. The impact of 5G technology on rural areas is also discussed, along with the importance of industry analyst events and informal analyst events. The speakers emphasize the need for industry analyst events as a informal, informal source of input.

2.23.2026 — The conversation covers the loss of data from AT&T due to carriers losing money, the importance of transparency in the wireless industry, and the need for more data to improve ARPU metrics. They emphasize the importance of providing less data and insights to AT&T, which will affect their ability to succeed. Additionally, they discuss the importance of transparency in the industry and mention a recent change in reporting data. They plan to talk again next week to discuss the topic further.

2.16.2026 — The conversation covers the shift in store mix from dealer-owned to corporate-owned, the importance of latency and AI in the industry, and the use of AI in the past. They emphasize the need for latency and AI in the future of tech, and the importance of transparency in reporting individual lines. The speakers agree to discuss the topic next week.

2.9.2026 — In this conversation, Roger Entner and Don Kellogg discuss the company's search for a successor, leaving Verizon officially by the end of the quarter. They also touch on the transition of former executives and the potential for a replacement. T Mobile's upcoming Capital Markets Day is discussed, with significant layoffs expected to save consumers on store employees. The company is considering a replacement, but hopes for it to happen. They also discuss the impact of T Life on scores and the growth pains of the industry. Don is excited for the industry to become more indicative of the future and plans to talk to Roger next week.

2.2.2026 — The speakers discuss the performance of telecom, media, and technology companies like AT&T, Verizon, Comcast, and Charter Report. They note that the company's handsets have been performing well, but lagging in home internet. Verizon had the best net adds in five or six years and revenue will not be affected, while T-Mobile reported a good quarter and plans to discuss video subscription to watch the NFL. The speakers also mention the success of postpaid phone and business, mobile network, and bundling services. T-Mobile is reporting on wireless lines, and the addition of video to their bundle offerings is discussed with plans to discuss it with their team.

1.26.2026 — The speakers discuss the Xfinity loyalty program and the importance of loyalty plans, including getting rewards and getting money out of T-Mobile loyalty plans. They also touch on the benefits of streaming services and discounted bundles, including T-Mobile's Diamond and Visible members and the potential for Disney Plus and Visible members to provide discounts on streaming services. They suggest simplifying the loyalty program and testing its potential outcomes, but acknowledge that it may not be as straightforward as it was. Customer care and cleanup crew are also important, but not a win. They plan to keep an eye on customer service and NPS figures.

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.

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.

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.

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.

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.