Analysts Don Kellogg and Roger Entner discuss the fierce competition between fiber, cable, FWA, and satellite, including who's winning – and where.

00:00 Episode intro

00:25 Fiber segments are winning across the board

01:53 AT&T's fiber gains

02:40 Verizon's fiber gains and convergence

03:09 Cable's fiber gains

04:19 FWA and bundling

04:35 Satellite and rural competition

05:37 Only certain customers will bundle

06:00 T-Mobile's fiber gains are more limited

06:30 Is everything a fiber network?

09:29 Speed is not always a factor

10:53 Starlink vs. fiber in rural areas

13:28 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, fiber, cable, FWA, satellite, ILEC, AT&T, net adds, FirstNet, Verizon, bundling, convergence, Charter, NPS, DSL, BEAD, rural, Starlink, T-Mobile, WISP