This Week: AT&T’s OneConnect Plan
In this episode Roger Antner and Don Kellogg dissect AT&T’s new OneConnect bundles, which combine mobile lines, device allowances, and up to 1 Gbps fiber for a flat monthly fee ranging from $90 for a single line to $225 for a family plan with up to 10 voice lines and 20 total devices. They note the plans are limited to new customers within AT&T’s fiber footprint and are priced to undercut traditional cable bundles, with taxes and fees included. The hosts discuss how the offering signals a shift away from ARPU‑focused metrics toward revenue‑driven bundling, and they speculate on its impact on churn, customer satisfaction, and AT&T’s long‑term profitability.
This Week: Of Fiber Castles, Cable Forts, FWA Camps, and Satellite Warbands
In this episode Roger Antner and Don Kellogg examine how network infrastructure shapes competition, coining metaphors like fiber "castles," cable "forts," FWA "camps," and satellite "warbands." They show that carriers with dense fiber footprints—AT&T and Verizon in the Northeast—gain customers,...
This Week: Recon Analytics Acquires Atom Insights Adding Device Data Dimension
In this episode, Recon Analytics announces its first acquisition—Atom Insights—bringing Hanish Patia and his device‑data team into the fold and expanding the firm’s footprint into Canada and India. The hosts explain how the new device‑level data, captured down to SKU...
This Week: Fiber, Phones, and Farewells: The Reshaping of Telecom's Landscape
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...
This Week: It’s Not Complicated More Transparency Is Better. AT&T vs T-Mobile
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...
This Week: T-Mobile - AI, Live Translation, and Key CMD Takeaways
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...