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

#296: AT&T, Verizon, and T-Mobile Join Forces on Satellite Connectivity

5.18.2026 — A joint venture between wireless carriers and technology to advance digital communication is taking hold, with the joint venture helping consumers have a more resilient network and eliminate dead zones. The concept of a hub could lead to a temporary shutdown of services in urban markets, but it is unlikely to happen soon. The implementation of a global standard for satellite connectivity will allow more countries to follow suit, with a focus on safety and a declaration of intent for the initiative. While handing over between cellular and satellite networks is difficult, it is unlikely to happen soon.

#295: Promises, Promises, Promises - Price Locks and the Cost of Predictability

5.11.2026 — The speakers discuss the use of telecom, media, and technology by unaffiliated technology companies, including Verizon and T-Mobile. They explain that customers may be charged for taxes and fees if they are not using the current plan, and suggest avoiding playing stupid games and raising prices if they need to. They also discuss the importance of protecting customers from billing and the need for a long-term service plan. They emphasize the need for research and research on reports and suggest picking up the freebies. They plan to talk again next week.

#294: Q1 '26 Earnings - Verizon, T-Mobile, and Key Takeaways from Deutsche Telekom

5.4.2026 — During a conversation between Roger Entner and Don Kellogg, T-Mobile and Verizon reported a net adds of over 100,000, but lost accounts and customers. Verizon lost accounts and customers due to loss of accounts and customers. T-Mobile is working to reengineer all of these numbers and provide better data reporting for their clients. They also discussed the success of postpaid phone net adds and churn rates, as well as the potential for Charter and Comcast to sell their business in the US and Europe. The German government was a constraint, and the potential for Deutsche Telekom to be a strategic partner is discussed.

#293: Q1 '26 Earnings - AT&T, Comcast, and Charter and the Rise of Fiber Castles

4.27.2026 — The conversation between Roger Entner and Don Kellogg covers the potential benefits of the company's convergence strategy and the acquisition of Luminim and Comcast, which is designed to be an FWA killer. The company's success in broadband service and revenue is discussed, with a focus on the positive impact of fiber infrastructure on people's satisfaction scores and revenue. The impact of Comcast's plans to merge with DT and T-Mobile USA is also discussed, with a potential net positive for customers. The success of Comcast on customer satisfaction and revenue is a topic of future discussion.

#292: What Comes Next When All Networks Are Good Enough?

4.20.2026 — In a conversation between Roger Entner and Dan Scheler, they discuss the importance of network capabilities and the importance of delivering a frictionless experience for customers. They also touch on the topic of competition and the importance of network reliability. The conversation ends with a discussion of the importance of network capabilities and the need for a comprehensive bundle approach.

#291: Churn and the Future of Loyalty with Jay Cary and Dave Whetstone

4.13.2026 — The CEO of television and technology company disconnected from the industry and spent billions of dollars on networks and loyalty plans. The podcast is designed to make customers understand that loyalty is a difficult word and loyalty plans are not just a marketing background mindset. The importance of building trust and creating a loyalty initiative is emphasized. The need for a culture change in the industry is also emphasized. The success of Visible and the potential for growth in the digital industry are discussed, along with the importance of serving a specific customer and delivering tailored rewards offers.

#290: AT&T’s OneConnect Plan

4.6.2026 — The new plans for AT&T's OneConnect include a bundle of three flavors with various features, including a watch, tablet, and fiber. The price of a plan with 10 lines is a flat rate, and the ARPU will drop through the T-Mobile network. The Fiber plans include bundling services and increasing prices for family members, but keep ship steady and not change price plans for customers. Roger suggests discussing the plans with Speaker 2 next week.

#289: The Telecom Value Story, The FCC Router Ban Threatens a New Digital Divide

3.30.2026 — In a conversation between Roger Entner and another analyst, they discuss the potential risks of a router ban and the cost of wireless service. They also discuss the cost of data usage and the cost of wireless service. The conversation ends with a discussion of the benefits of wireless service and the need for a new router.

#288: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands

3.23.2026 — The speakers discuss the impact of fiber infrastructure on people's lives and the competitive nature of fiber networks. They suggest bundling with fiber infrastructure for affordability and lower prices, and using a channel card to increase speed and reduce capacity. They also discuss the benefits of a new connection and the team is working on a longer report to provide more updates. They acknowledge the competitive nature of fiber networks and believe it is more complicated than wireless networks.

#287: Recon Analytics Acquires Atom Insights adding Device Data dimension

3.16.2026 — The company ADAM Insights is expanding their capabilities globally and using data analytics to help customers understand their device journey and network experience. They are expanding their network capabilities across all countries and regions, including tracking shipment, sales, and customer bases. They are also using AI capabilities to create datasets and lookups for AI analysis, and are focusing on working with chipset companies and the synergy between data and chipset companies. They plan to talk next week about a new headset and thank Roger for his inspiration to do better.

#286: AI, 6G, and Satellites- What Really Mattered at Mobile World Congress

3.8.2026 — The speakers discuss the potential for edge compute to generate revenue for telecom companies, including the use of AI and AI. They also mention the excitement surrounding the move to AI RAN and the potential for privacy concerns with cloud providers. The speakers express concern about privacy and emphasize the need for more consolidation among European carriers. They also discuss the potential for AI to integrate with telecom and other areas, including joint six g labs with Qualcomm.