This Week: The iPhone Duo and Don't Count Out Cable
Analysts Don Kellogg and Roger Entner discuss the new iPhone Duo and its prospects vs. the Galaxy Z Fold8, as well as the various strides the cable industry is making despite increased competition.
Podcast profile
By Roger Entner
Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.
Latest episode
13 min
Topics
Telecommunications systems, carriers, wireless networks, spectrum, broadband, and industry infrastructure.
Technology-company strategy, business models, operations, competition, and market structure.
Network architecture, routing, switching, protocols, operations, and network engineering.
Formats
Detailed technical, architectural, or research-oriented examination.
Host-led conversation where a guest supplies most of the subject matter.
Audience level
Regularly assumes specialist knowledge and discusses implementation, architecture, protocols, code, or research in depth.
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Analysts Don Kellogg and Roger Entner discuss the new iPhone Duo and its prospects vs. the Galaxy Z Fold8, as well as the various strides the cable industry is making despite increased competition.
Analysts Don Kellogg and Roger Entner are joined by Ed Evans, Chairman and CEO of Consumer Cellular, to speak about the company's unique strategy for serving seniors in wireless, its successful use of retail stores, and new and innovative product lines for this sometimes overlooked cohort.
Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product & Strategy Officer at Zayo, to discuss the rapid growth of AI hardware, Zayo’s strategy for capitalizing on the fiber infrastructure needed to support it, and what the next one to two years could bring for the industry.
Analysts Don Kellogg and Roger Entner discuss the recent purchase of MobileX by Charlie Ergen-controlled CONX, as well as its implications for the players involved and for the broader MVNO and satellite markets as well.
Analysts Don Kellogg and Roger Entner are joined by Arpan Sura, Senior Counsel to FCC Chairman Brendan Carr, to discuss the current state of spectrum policy, the changing technological landscape, and the agency’s plans for the future of communications in America.
Analysts Don Kellogg and Roger Entner unpack the FCC’s latest developments, examine real-world data on internet providers including Optimum, and discuss ongoing customer service concerns.
Analysts Don Kellogg and Roger Entner discuss the announcement of Sampath being named CEO at Zayo, their ongoing research into the immense scale of the data center buildout, as well as Starlink's prospects as a wireless operator.
Analysts Don Kellogg and Roger Entner discuss the leadership changes at Verizon, changes in metric transparency and the shift to ARPA, and what AT&T's 5G standalone core means for the increasingly competitive first responder market.
Analysts Don Kellogg and Roger Entner break down Q2 earnings from the major players across telecom and cable, examining key numbers as well as industry-wide trends and developments shaping the market.
Analysts Brett Clark and Roger Entner discuss leadership changes at T-Mobile and AT&T, cable's growing role in mobile, and Verizon's retail cost-cutting.