The Week with Roger

Analysts Don Kellogg and Roger Entner are joined by T-Mobile CMO Allan Samson to unpack the new T-Mix program, its core philosophy, and how it gives customers greater control and perks.00:00 Episode intro 00:25 T-Mix program overview 02:25 T-Life app integration and 90 day rolling perk selection 06:35 Highlighted perks and customer benefits 08:00 Key brand partnerships 09:03 Transparent benefit pricing 09:58 Factoring in device choice 11:30Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Allan Samson, T-Mobile, T-Mix, apps, plans, network, devices, T-Life, perks, movies, tickets, Netflix, Delta, Samsung, Galaxy

Analysts Don Kellogg and Roger Entner discuss Q3 earnings from Verizon and T-Mobile, as well as the impact of Starlink and realignments for both rural markets and the cable industry.00:00 Episode intro 00:28 Verizon Q3 overview 03:10 Starlink's implication on carriers 04:59 T-Mobile Q3 overview 06:41 T-Mobile's business segment growth 07:32 Cable as business segment competition 08:40 Cable's realignment and workforce issues 09:35 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, T-Mobile, Dan Schulman, net adds, churn, Starlink, rural, Srini Gopalan, Chris Sambar, cable, AT&T, Comcast, Charter, Cox

Analysts Don Kellogg and Roger Entner analyze Q3 earnings from Starlink, AT&T, and Comcast, while evaluating AT&T's exit from Mexico and T-Mobile's strained partnership with Starlink.00:00 Episode intro00:54 Starlink Q3 overview and mobile aspirations02:13 Starlink's timelines and market ceiling04:42 AT&T Q3 overview05:31 Starlink as AT&T's rival06:06 AT&T's focus on fiber06:58 Comcast Q3 overview08:32 AT&T exits the Mexican market10:51 Petition for T-Mobile to cut Starlink ties and spectrum issues12:42 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, Starlink, AT&T, Verizon, T-Mobile, Comcast, spectrum, satellite, convergence, Elon Musk, net adds, fiber, FWA, Internet Air, performance, Mexico, John Stankey, America Movil, Carlos Slim, Tracfone, Thaddeus Arroyo, T-Satellite

Analysts Don Kellogg and Roger Entner are joined by Ray Dolan, CEO of Cohere Technologies, to discuss what the 6G rollout will look like, the introduction of physical AI, and how existing telecom infrastructure can be repurposed for intelligent applications.00:00 Episode intro00:24 Development of modern voice systems2:59 The “fat pipe” and TCP/IP04:38 6G and future technologies07:20 Coverage and architecture improvements10:44 Scaling initiatives at Cohere13:07 Developing Counter-UAS solutions15:11 The shift from telecom to intelligence infrastructure16:35 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Ray Dolan, Cohere, 4G, 5G, Bell Labs, Qualcomm, TCP/IP, 6G, reflectivity, radar, spectrum, robotics, physical AI, ISAC, AI, DSS, drones, C-UAS, intelligence

Analysts Don Kellogg and Roger Entner discuss the top weekly news stories in telecom, including an upcoming spectrum auction and its implications for satellite providers, as well as the latest developments and future direction of AI implementation.00:00 Episode intro 00:25 New spectrum auction and implications 02:44 FCC is moving quickly 03:27 FCC approves more Starlink satellites 04:22 Deutsche Telekom's AI Investor Day and data center announcements 05:37 T-Mobile's AI implementation announcements 07:06 Live translation research and findings 08:02 Physical AI as the new frontier 09:14 Limits to AI advancements? 11:26 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FFC, auction, spectrum, Ligardo, Starlink, Elon Musk, Brendan Carr, Deutsche Telekom, satellite, AI, T-Mobile, Germany, data centers, customer service, T-Life, Srini Gopalan, live translation, physical AI, Planet Fitness, churn, prices

Analysts Don Kellogg and Roger Entner cover the top telecom news stories of the week, including key updates on satellite tech, recent lawsuit disclosures, industry affordability, and emerging device trends heading into 2027.00:00 Episode intro 00:25 Joint satellite protocol venture appoints a leader 03:12 Deutsche Telekom lawsuit reveals industry trade secrets 05:50 T-Mobile's regulatory fee hikes and overall affordability 08:44 Key insights from the Toughbook anniversary and launch event in New York 10:16 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, satellite, Starlink, T-Mobile, AT&T, Verizon, Elon Musk, Tesla, Paul Roth, Deutsche Telekom, Handelsblatt, Sprint, John Legere, fees, affordability, prices, Dan Schulman, inflation, Panasonic, Toughbook, 5G, devices

Analysts Don Kellogg and Roger Entner are joined by Yago Tenorio, SVP and CTO at Verizon, to discuss the coming of 6G and the future of networks, as well as exciting real world use cases happening right now.00:00 Episode intro 00:24 6G Innovation Forum overview 01:21 Lessons learned from 5G 03:59 What players are needed for 6G? 05:24 Actual test cases for 6G 07:34 Spectrum issues and ISAC 08:48 Future network infrastructure and monetization 12:44 6G Innovation Forum developments 13:20 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Yago Tenorio, Verizon, 6G, 5G, FWA, drones, crowd detection, AI, LLMs, wearables, ISAC, network, spectrum, Google, devices, data centers, latency

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. 00:00 Episode intro 00:43 iPhone Duo release breakdown 01:59 Apple vs. Samsung device surveys 03:19 Tactile importance when purchasing 04:26 Device insurance and pricing 05:31 Are cable valuations too negative? 07:17 Competition is increasing 08:20 Rising customer satisfaction overall 08:55 Cable pricing models 10:36 The “label tax” and “Wi-Fi tax” 13:03 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Apple, iPhone, Duo, Samsung, Z Fold8, financing, devices, Vision, Black Friday, retail, insurance, AI, cable, Elon Musk, Starlink, speed, FWA, fiber, rural, consolidation, DSL, prices, Verizon

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.00:00 Episode intro 00:26 Consumer Cellular's business model 04:28 Using retail stores effectively 07:07 Knowing the customer 08:24 Tailoring customer service 10:20 Building customer loyalty 10:52 Developing innovative products for seniors 14:14 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Ed Evans, Consumer Cellular, MVNO, seniors, data, customer service, NPS, retail, Target, Walmart, churn, Mint, GrandPad, retention, apps

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.00:00 Episode intro 00:24 Is AI in a bubble? 02:26 Orders for dark fiber 03:25 The shift from training to inference 04:50 400G and new fiber requirements 06:24 The technical ecosystem needed for operations 07:50 Rapidly accelerating hardware demands 11:18 AI as tech support 12:02 Zayo's unique business model 14:42 Predictions for the next 12 to 24 months 15:26 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Bill Long, Zayo, Sampath, AI, fiber, data centers, lit fiber, dark fiber, training, inference, 400G, cloud, Nvidia, ChatGPT, Verizon, AT&T, cable, enterprise