Podcasts

9.22.2025 — The conversation between analysts and Ericsson discusses the company's focus on enterprise communications, including network APIs and the development of five g core technology. They also mention a joint venture with NewCo that uses programmable networks and allows developers to write network APIs across multiple networks. The speakers discuss the challenges of replacing operators with mobile operators and the potential for AI and agentic AI to simplify the process of creating adoption of 5G technology. They express excitement about the industry's shift towards private networks and the potential for AI and agentic AI to simplify the process of creating adoption of 5G technology.

9.15.2025 — The speakers discuss the potential profitability of the current spectrum business and the risks of the upcoming auction. They also discuss the benefits of spectrum leasing to companies like T-Mobile and Verizon and the importance of marketing it to customers. They suggest selling spectrum in the auction and underwriting it, but acknowledge the risks of underwriting it. They also discuss the success of Ergen Mobile and the importance of a commercial agreement with T-Mobile. They suggest giving half of their services to T-Mobile and allowing Elon Musk to market it.

9.8.2025 — In a conversation between Roger Antner and Don Kellogg, they discuss the sale of EchoStarDISH's spectrum assets and the potential impact of the Department of Justice's decision to stop the Sprint T-Mobile arrangement. They also discuss the potential impact of T-Mobile's agreement with Starlink and the benefits of using spectrum for public use, including being an MVNO. Speaker 1 argues that the MVNOs were forced to build a network and that switching over to a new network is expensive and not a success. Speaker 0 suggests discussing EchoStar next week and Speaker 1 suggests they will talk about Starlink next week.

9.1.2025 — T Mobile is facing challenges in moving into larger and medium accounts and the importance of relationship and reputation in dealing with large businesses. The executive Briefing Center is a place for casualizing employees and creating a more casual and social experience. The service is helping sales by giving people a more casual and social experience, and private networks are not the same as public networks. Speaker 2 suggests that T Mobile enjoys a temporary advantage but is confident in their ability to get momentum. They discuss the benefits of T Mobile's service and the potential for upselling consumers to use their service. They also mention the use of T Mobile's technology in event events and the potential for private networks to be used. Speaker 2 suggests that T Mobile is a good leader in momentum and Speaker 1 agrees to speak with Roger about the upcoming Analyst Day.

8.25.2025 — T Mobile is facing challenges in moving into larger and medium accounts and the importance of relationship and reputation in dealing with large businesses. The executive Briefing Center is a place for casualizing employees and creating a more casual and social experience. The service is helping sales by giving people a more casual and social experience, and private networks are not the same as public networks. Speaker 2 suggests that T Mobile enjoys a temporary advantage but is confident in their ability to get momentum. They discuss the benefits of T Mobile's service and the potential for upselling consumers to use their service. They also mention the use of T Mobile's technology in event events and the potential for private networks to be used. Speaker 2 suggests that T Mobile is a good leader in momentum and Speaker 1 agrees to speak with Roger about the upcoming Analyst Day.

8.18.2025 — T Mobile is facing challenges in moving into larger and medium accounts and the importance of relationship and reputation in dealing with large businesses. The executive Briefing Center is a place for casualizing employees and creating a more casual and social experience. The service is helping sales by giving people a more casual and social experience, and private networks are not the same as public networks. Speaker 2 suggests that T Mobile enjoys a temporary advantage but is confident in their ability to get momentum. They discuss the benefits of T Mobile's service and the potential for upselling consumers to use their service. They also mention the use of T Mobile's technology in event events and the potential for private networks to be used. Speaker 2 suggests that T Mobile is a good leader in momentum and Speaker 1 agrees to speak with Roger about the upcoming Analyst Day.

8.11.2025 — T Mobile is facing challenges in moving into larger and medium accounts and the importance of relationship and reputation in dealing with large businesses. The executive Briefing Center is a place for casualizing employees and creating a more casual and social experience. The service is helping sales by giving people a more casual and social experience, and private networks are not the same as public networks. Speaker 2 suggests that T Mobile enjoys a temporary advantage but is confident in their ability to get momentum. They discuss the benefits of T Mobile's service and the potential for upselling consumers to use their service. They also mention the use of T Mobile's technology in event events and the potential for private networks to be used. Speaker 2 suggests that T Mobile is a good leader in momentum and Speaker 1 agrees to speak with Roger about the upcoming Analyst Day.

8.4.2025 — The recent quarterly reporting conversation between Charter and Comcast highlights the growth of Charter's broadband losses and the loss of cable and wireless customers, but the industry is losing customers and becoming more and more popular. The negative impact of Comcast's pricing reductions on customer retention and revenue is discussed, as well as the potential impact of the pandemic on the wireless industry and the potential for streaming to be a big influence. The disconnect between streaming and sports is discussed, and the potential impact of Comcast's new pricing on customers and business relationships is suggested. The industry is also affecting small and medium businesses, and Roger Back is mentioned as a potential replacement next week.

7.28.2025 — Verizon, AT and T, and Comcast have reported significant revenue and net adds, with success in wireless network deals and potential impact of cable on consumer wireless. The company is focused on customer experience and working on a postpaid phone net add initiative. T Mobile is the fifth largest ISP in the country and is seeing success in the Hispanic segment, with T Mobile becoming the fifth largest ISP in the country. The potential impact of T Mobile on the competitive environment and efficiency gains are discussed, along with the potential impact of Comcast and Charter on the market.

7.21.2025 — T Mobile is facing challenges in moving into larger and medium accounts and the importance of relationship and reputation in dealing with large businesses. The executive Briefing Center is a place for casualizing employees and creating a more casual and social experience. The service is helping sales by giving people a more casual and social experience, and private networks are not the same as public networks. Speaker 2 suggests that T Mobile enjoys a temporary advantage but is confident in their ability to get momentum. They discuss the benefits of T Mobile's service and the potential for upselling consumers to use their service. They also mention the use of T Mobile's technology in event events and the potential for private networks to be used. Speaker 2 suggests that T Mobile is a good leader in momentum and Speaker 1 agrees to speak with Roger about the upcoming Analyst Day.