This Week: Modular Pricing, Network Strain, and California's Copper Standoff
In this episode Don Kellogg and Roger Aitner discuss the rapid impact of AI on network design, noting how data‑center demand is driving shortages in fiber, glass, and resin. They review AT&T’s new "Build‑A‑Plan" modular pricing, which lets customers customize post‑paid wireless plans month‑by‑month, and consider its potential to disrupt traditional one‑line pricing. The conversation then shifts to AT&T’s legal battle with California over sunsetting its legacy copper DSL network, highlighting the tension between federal preemption and state consumer‑protection rules, and the emerging role of wireless and satellite as modern alternatives.
This Week: Promises, Promises, Promises - Price Locks and the Cost of Predictability
In this episode, Don Kellogg and Roger Rentner dissect the upcoming Recon Analytics report “Promises, Promises, Promises,” which examines how major carriers are using price‑lock guarantees to offer customers billing predictability amid rising costs. They compare the nuances of each...
This Week: Q1 '26 Earnings - AT&T, Comcast, and Charter and the Rise of Fiber Castles
In this episode the analysts dissect Q1 2026 earnings for AT&T, Comcast and Charter, focusing on how fiber deployment—coined “fiber castles”—is reshaping subscriber dynamics. AT&T shows strong gains inside its fiber footprint but losses elsewhere, highlighting the limits of fixed wireless...
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...
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...