Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.

00:58 AT&T Q3 overview

2:36 Industry upgrade cycles

04:34 T-Mobile Q3 overview

07:29 T-Mobile vs. Verizon

08:20 Verizon Q3 overview

09:05 Comcast Q3 overview

09:48 Altice Q3 overview

10:00 Cable industry predictions

11:20 Dish Q3 overview

13:19 US Cellular Q3 overview

14:02 Q4 predictions

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, fiber, convergence, upgrades, T-Mobile, FWA, cable, Verizon, Frontier, Comcast, Charter, RDOF, Altice, SOGA, Dish, ACP, US Cellular, elections, Apple, iPhone

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey.

00:24 Conference overview

02:36 A global view of the industry

03:51 Telco-to-techno journey

04:40 ZTE's optimization focus

05:53 ZTE company profile

07:27 Total cost of ownership metrics

08:40 ZTE's capacity focus and spectrum issues

12:24 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Daryl Schoolar, ZTE, Turkey, 5G, AI, Ericcson, Nokia, India, MIMO, 6G, spectrum, elections, capacity

Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry.

00:42 Businesses are ready for AI results

03:15 Amdocs' Gen AI applications

05:32 Are customers satisfied with AI service?

09:48 AI cost savings as a game changer

12:29 Telecom deserves more credit

13:15 Applications across industries

14:15 AI accuracy is improving rapidly

15:20 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Brett Clark, Mitch Klaassen, Roger Entner, Anthony Goonetilleke, Amdocs, AI, KPIs, Gen AI, Agentic AI, customer service, LLM, net promoter scores, Nvidia, FWA, accuracy

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.

00:25 Verizon's Q3 breakdown

01:20 The metrics that truly matter

03:23 Investor Day fiber discussion

05:33 Investor Day FWA discussion

09:18 What's behind bundling?

10:38 Verizon's strategy vs. AT&T and T-Mobile

15:13 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn, EBIDTA, net adds, Frontier, FiOS, broadband, FWA, rural, BEAD, bundling, satisfaction, AT&T, T-Mobile, cable, capital-light

Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.

00:25 Details of the deal

02:12 Spectrum properties

02:41 US Cellular's decisions inevitably led to the sale

04:08 The impact of rural markets

05:36 Upcoming elections will impact spectrum policy

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile, AT&T, EchoStar, Boost, Dish, FCC, TDS, cable, fiber, C Spire, RDOF, BEAD, elections

Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range.

00:24 CBRS overview

01:24 Military use of CBRS

04:46 The television incentive auction as a useful model

05:24 Power requirements and interference mitigation

07:40 Licensing and interested parties

09:56 Arguments for and against the shift

12:35 The issue's resolution will take time

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, CBRS, spectrum, radar, AT&T, Wi-Fi, licensing, Verizon, cable, FWA, FCC

Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup.

00:23 Details of the announcements and potential deals

04:24 Is Dish's spectrum truly valuable?

05:46 Challenges persist regardless of the deal

07:14 Charlie Ergen remains an adept businessperson

07:50 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, DirecTV, TPG, AT&T, satellite television, Charlie Ergen, Boost, Spectrum, Sprint, T-Mobile, US Cellular, Mint

Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish's

buildout requirement, as well as the uphill battle the company faces as a whole.

00:25 Dish's FCC decision overview

03:05 The FCC has flip-flopped on this issue

04:11 Other commitments are already underway 06:20 Dish's network is not its main problem

10:55 The FCC shows Dish considerable leeway

12:10 Other companies are not as lucky

13:30 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, FCC, buildout, 5G, data, Release 17, AT&T, interest rates, customer acquisition, marketing, Mint, Verizon, T-Mobile, spectrum, 12 GHz, DirecTV, Elon Musk, Charlie Ergen, Starlink, BEAD