Podcasts

8.3.2026 — Verizon is executing its plan and expects growth in accounts, with a focus on transparency and value in the industry. The shift towards ARPA is seen as beneficial, with the potential for growth in business and the importance of keeping an eye on the situation. FirstNet is seen as a success and the company is working on a solution to address this. The transition of FirstNet customers to the 5G service is discussed, along with the benefits of using it for various use cases and the potential for growth in the business.

7.27.2026 — The company is focused on convergence and has increased wireless net adds. They are testing data to determine the benefits of fiber and are confident in achieving their goal of more convergence. They are optimizing their playbook and are still top of the game in terms of profitability. Verizon lost some net adds, but T-Mobile is still performing well. The potential impact of the iPhone on the industry and a fire sale are also discussed.

7.20.2026 — T-Mobile is making leadership changes, including the departure of Mike Katz and the rebuilding of the Un carrier spirit. The company is seeing progress in enterprise and small-sized businesses, but the success of T-Mobile for Business is unclear. The speakers discuss the potential for growth in the mobile business and the importance of maintaining a fixed cost versus variable cost decision. The speakers also touch on the potential for disruptive companies to move into the mobile space, with T-Mobile and Charter expected to see strong growth. The importance of trusting employees is also highlighted.

7.13.2026 — In a conversation between Roger Entner and another analyst, they discuss the auction of a 160 megahertz of upper-c-broadband spectrum, which the FCC is creating a four forty megahertz superband. The FCC has been working on developing a 100 gigabit FWA pipe, which is expected to make it harder for the cable companies to compete with the spectrum. The FCC has also created a new auction for spectrum in rural America, which is expected to give rural America a real shot in the arm with available bandwidth through nontraditional means. They plan to keep an eye on the auction and keep an eye on the situation.

7.6.2026 — The speakers discuss the impact of the US and Germany merger on power supplies and shortages of Internet routers, as well as the potential for people to switch from traditional carrier clients to fiber clients. They also touch on the use of data centers and the potential for hot water plants to heat and provide hot water for a large area. The speakers express excitement for upcoming meetings and plans to expand into other countries. They also discuss the importance of data sovereignty regulations and the need for a fast and accurate data transfer process.

6.29.2026 — The speakers discuss the issue of people not being connected to either wireless or broadband service due to lack of access to technology. They also touch on the benefits of wireless internet for older people, including mental health and privacy concerns. The policy prescription for wireless service is universal, not a one-time solution, and Chromebooks are a lower cost alternative to computer-based solutions. The report and upcoming news releases provide information on the benefits of wireless internet.

6.22.2026 — Various speakers discuss the benefits of upgrading to devices and the importance of device subsidization to customers. They touch on the industry's desire for devices to be rewarding and a consumer-friendly plan, as well as the need for device subsidization to boost loyalty plans. They also mention the retirement of a CFO and the transition of a CFO to a new position.

6.15.2026 — The speakers discuss the cost of deploying fiber and the importance of density in the fiber industry. They also address the overbuilding of cable and the risk of the shoulder market. The density of the US population is projected to increase by 40% in the next few years, and the benefits of fiber deployment are discussed. The challenges of the broadband industry and the potential for price compression are also discussed, along with the importance of considering return on capital employed and the need for a plan to clean up the debt market. The speakers emphasize the importance of considering return on capital employed and the potential for lenders to be struggling.

6.8.2026 — In a podcast episode, Roger Entner discusses the leadership changes at Verizon, including Abdul? Alaysha Elmore reports that the German National Security Court will assert the company's non compete with The Atlantic, and that the company is looking for a new representative to replace Joe Russo. The conversation also touches on memory prices and the demand for AI data centers.

6.1.2026 — The conversation covers various topics including telecom, media, and technology by Carrefour Analytics. The speakers discuss the benefits of using AI to improve network performance and reduce costs, as well as the success of Fiverr's fiber-based plan and the importance of multi-factor pricing and a transparent plan. They also mention the benefits of a wireless bill and the potential for a switch from traditional cable to wireless, with the possibility of a new state lawsuit. The speakers express interest in the plan and suggest potential solutions for a future bill.

5.26.2026 — The conversation covers various topics including telecom, media, and technology by Carrefour Analytics. The speakers discuss the benefits of using AI to improve network performance and reduce costs, as well as the success of Fiverr's fiber-based plan and the importance of multi-factor pricing and a transparent plan. They also mention the benefits of a wireless bill and the potential for a switch from traditional cable to wireless, with the possibility of a new state lawsuit. The speakers express interest in the plan and suggest potential solutions for a future bill.