In this episode, Don and Roger discuss recent leadership changes at Charter, highlighting the appointment of Nick Jeffrey—formerly of Frontier, Vodafone UK, and Verizon—as COO to boost Charter's struggling home internet segment. They then turn to the ongoing consolidation of rural ISPs, noting that over 3,000 small providers are likely to be acquired by larger players as fiber overbuilding becomes uneconomical. Finally, they reflect on the dissolution of 5G Americas, analyzing how shifting carrier politics and waning analyst relevance led to its demise. Throughout, the hosts provide industry‑level insight into how these trends reshape the telecom landscape.
Analysts Don Kellogg and Roger Entner dissect recent reporting changes at AT&T and T‑Mobile, highlighting AT&T's more granular churn disclosures and T‑Mobile's move to account‑level churn reporting. They argue that while the optics of these metrics have shifted, the underlying...
T‑Mobile’s latest Capital Markets Day highlighted a pivot toward experience‑driven retail stores and a tighter integration of fiber and Fixed Wireless Access (FWA) to accelerate network convergence. The carrier unveiled a live AI‑powered translation feature that can operate in real...