Podcasts

11.10.2025 — In a conversation about EchoStar, the speakers discuss their involvement in T-Mobile's spectrum acquisition and their potential for wireless companies to switch to their services. They also touch on the era of dead zones and the potential for EchoStar to alleviate problems in remote areas. They briefly mention the electric car industry and the potential for a "roaming agreement" with AT&T. They agree to speak again next week.

11.3.2025 — Verizon, Comcast, and Charter have experienced poor performance in the first quarter, with negative net adds and negative promotions. The issue of customers rejecting Charter's network and a potential wholesale change in corporate culture are discussed. The benefits of a five g network for customers are discussed, along with the success of T-Mobile's wireless plans and ad campaigns. The goal is for the end of the year to be number one in The US, with T-Mobile losing over 200,000 subscribers. The industry's focus on fiber and FWA is also discussed, with cable companies losing value due to the industry's focus on fiber and FWA.

10.27.2025 — During an earnings call, representatives from AT&T discussed their growth in wireless and fiber broadband, their strategy for convergence, and the potential for growth in the postpaid network. They also addressed the use of price lock guarantees and ARPA, the use of satellite coverage, and the potential impact on advertising campaigns and T-Mobile's claims business. They emphasized the importance of network parity and speed and reliability in wireless industry, and discussed the potential impact of the upcoming lightning game. They also addressed the use of advertising campaigns and new technology, including satellite coverage, and the use of advertising campaigns and new technology by AT&T.

10.19.2025 — During a conversation between various speakers, they discuss the CEO of Verizon, Dan Scheler, and his focus on service revenue, EBITDA margin, and free cash flow. They also discuss his background in finance and banking, his involvement in PayPal, and his focus on digital payments. Roger expects Dan to make more investment and expand his business, and is optimistic about Verizon's position as the most affordable postpaid carrier in the country. They also discuss challenges of integrating Frontier and T Mobile and the potential for a shift in wireless carrier pricing.

10.13.2025 — ZTE discusses their annual Analyst Conference in Milan where they will discuss their use of AI in network optimization and improving automation. They are helping operators create basic LLMs for operators, which is a tailored solution for specific operators. The use of AI for fixing problems and creating basic LLMs for operators is a huge technological endeavor, and operators are struggling to grow revenue with advanced services and the potential for six gs to replace 4G. They discuss the challenges of growing revenue with advanced services and the potential for a shift in the standard for ZT's antennas. They also discuss the excitement of their pre-six g announcement and the potential for a shift in the next generation of ZT's technology.

10.6.2025 — The Wireless Hall of Fame induction ceremony highlighted the attendees' contributions to the event, including their work on wireless infrastructure and spectrum lotteries. They also discussed their support for satellite integration and regulatory policy. Speakers addressed various figures and people in the industry, including Elizabeth Sachs's work on regulatory policy and network development, and her role in shaping policies and the T Mobile network. They also discussed the success of T Mobile's recent acquisition and its impact on larger organizations. Roger Back will return next week.

9.29.2025 — T-Mobile's new CEO, Andre Almeida, is expected to bring a different character to the company than the previous CEO, John Ledger. The CEO has been instrumental in T-Mobile's transformation into fans and is a terrific process optimizer. The declining carrier industry and the importance of pure play play fiber purity tests is discussed, along with the challenges of getting copper attached to T-Mobile's frac play and the need for a more aggressive fiber strategy. The company should stay with pure play play fiber purity tests and the next Un carrier move is expected.

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.