Recon Podcast

Podcasts

Each week, join Roger Entner and the Recon Analytics team for an analyst's perspective on the world of telecom.

Podcast Episodes 1–11 of 200

#318: Cohere's Ray Dolan on 6G and the Future of Physical AI

10.19.2026 — Cohere Technologies' CEO Ray Dolan discusses his background in wireless technology and the use of IMT 2,000 for free. The shift from radar to a cloud-based approach to cellular network performance is expected to solve edge problems and address homogenous user experiences. The speakers discuss the challenges of detecting radio waves and the need for a new architecture to address the edge problem. The development of a new technology called USM and the potential for physical AI to transform the Internet are also highlighted.

#317: The FCC's Spectrum Push and T-Mobile's AI Transformation

10.12.2026 — The speakers discuss the potential for spectrum auction and the benefits of using spectrum for both terrestrial and direct-to-dwbye connections. They also mention the FCC's announcement of 15,000 satellites for Starlink and the potential for more satellites to be deployed on a regular basis. They discuss the use of AI and physical AI in the telecom industry, the challenges of managing churn, and the potential for AI to improve customer service and marketing. They also mention the potential for growth in the wireless industry and the importance of spectrum for both terrestrial and direct-to-dwbye connections.

#316: AT&T/T-Mobile/Verizon Satellite JV, Panasonic, and T-Mobile/Sprint Merger Lawsuit

10.5.2026 — The speakers discuss various joint ventures and lawsuits against companies, including Deutsche Telekom and the Sprint acquisition. They also mention a lawsuit against T-Mobile and a potential complaint against the Sprint acquisition for insider trading. The impact of T Mobile's price increases on the wireless industry is discussed, including a 5.9% price increase on a per line basis and a price increase on all lines. The speakers also mention a plan to switch from T-Mobile to Verizon and a new laptop plan.

#315: Verizon's Yago Tenorio on Designing the Future of 6G

9.28.2026 — Verizon is holding a summit on the use cases for their 5G technology, which is led by Roger Entner, the CTO of Verizon. The summit is focused on finding creative partners and transitioning from five g to six g technology. The speakers stress the importance of finding other industry players and finding the right use cases for AI wearables. The use of AI wearables and the potential for downlinking radio to uplink radio are key challenges for the industry. The need for a new network architecture and wide spectrum policy are also key challenges for finding spectrum real estate in the US. Speaker 3 emphasizes the need for a new network architecture to support AI wearables and thanks them for the podcast.

#314: The iPhone Duo and Don't Count Out Cable

9.21.2026 — The potential market share of the new iPhone is discussed, with a focus on foldable devices and the benefits of Apple's new Apple device, including a lower cost and a lower risk of damage. The shift towards foldable devices is also discussed, with a potential impact on demand due to privacy concerns with devices and the challenges of selling devices in the cable industry. The potential impact of the industry on small rural telcos is also discussed, along with the potential for new technology to be used in older equipment. The potential impact of the industry on small rural telcos and the benefits of wireless access to fiber are also discussed, along with the potential for new technology to be used in older equipment.

#313: Consumer Cellular's Ed Evans on Winning with the 50+ Customer

9.14.2026 — The Consumer Cellular's unique business model is based on serving 18-year-olds and 30s, with profitable profit. The company has been successful in the market and focuses on customer service. Target has multiple wireless providers and is the largest carrier in Florida. The success of their digital channels is due to answering the phone and being able to serve customers in a unique way. The company is creating a suite of products and introducing a new product called the seventh generation of GrandPad. The success of their product is due to reducing expenses and saving money, and they plan to catch up again in the future.

#312: AI Infrastructure Connectivity with Zayo's Bill Long

9.7.2026 — The demand for telecom, media, and technology is increasing due to a shift from training to inference. The importance of fiber-efficient infrastructure for multi- gigabit connectivity is discussed, as well as the need for a architecture that allows for multi- and multi- types of connectivity requests. The shift from training to inference will require fiber-efficient infrastructure and multi- gigabit connectivity is a key demand driver. The use of AI in the telecom industry is discussed, where the demand for intelligence is increasing and causing problems for retailers and enterprises, and the importance of cloud on steroids and security is emphasized. The speakers express excitement for the upcoming show and discuss plans for future updates.

#311: CONX Acquires MobileX and Starlink MVNO Ambitions

8.31.2026 — In this segment of a transcript, a conversation between two analysts about telecom, media, and technology by unawareness takes place between Roger Entner and Don Kellogg. Roger discusses the acquisition of Mobile X and its plans for profitability, while Don talks about the potential of the company's wireless network and its potential for growth. They also discuss the potential of the company's MNO and the potential of the company's wireless network.

#310: The FCC's Spectrum Pipeline with Arpan Sura

8.24.2026 — During a conversation between senior counselors and representatives from upper C Band auction company, they discuss the goal of lightening the upper C Band band for the benefit of Americans by setting early clearing deadlines for spectrum auction biddings. They also discuss the lack of discipline, accountability, and coordination within the federal government, as well as the success of setting early clearing deadlines for spectrum auction biddings. They emphasize the importance of functional regulation and communicating regardless of technology, as well as the potential for spectrum to fill a gap in the wireless market. They also touch on the current state of the wireless industry and the potential for spectrum to be put to use for American people. They emphasize the need for a fast process to deploy radios and the potential for spectrum to be put to use for American people.

#309: When Consumer Perception Does Not Match Network Reality

8.17.2026 — The conversation between Roger Entner and Don Kellogg covers the potential for a Republican-led commission to expand competition and improve wireless technology. Speakers discuss the importance of speed tests and identifying the device used in speed tests, as well as policy implications and speed tests. They also touch on the success of Optimum on their wireless network and the potential for T-Mobile to use their network to cover their wireless services. They mention the success of Optimum on their wireless network and the refinancing of their debt, as well as the potential impact of adding 49,000 lines on their subscriber base. They also discuss helping other people with their wireless bill and will do their best to assist them.

#308: Starlink's Wireless Ambitions, the Data Center Boom, and Sampath to Zayo

8.10.2026 — The potential for larger and larger data centers and the need for a new newsletter are discussed by the speakers in the conversation. They also discuss the potential for AI and telecom companies to build larger and larger data centers, as well as the potential for wireless infrastructure to be built. They touch on the potential profitability of Elon Musk's network, which is already in place and using a distributed data center for backhaul, and suggest that Elon Musk's network is possible, but the integration with social media is a task for the company. They agree that Elon Musk's network is possible, but the integration with social media is a task for the company.