Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended.

00:10 Don and Roger are live in San Francisco

00:30 Roger's thoughts on the event

02:40 Cash flow projections and German involvement

04:02 Fiber growth projections

5:10 Guest speakers and AI

07:12 T-Mobile's overall message

08:17 Network speed and satisfaction

11:11 Network slicing and government contracts

14:10 FWA improvements and cable implications

15:23 T-Mobile's vision and industry roles

17:02 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, T-Mobile, SMRA, FWA, Verizon, Lumos, Metronet, US Cellular, Deutsche Telekom, fiber, Sam Altman, Jensen Huang, OpenAI, Nvidia, AI-RAN, Ericsson, Nokia, 5G, 6G, Ulf Ewaldsson, network speed, AR, network slicing, AT&T, FirstNet, first responders, cable, Charter, Chris Winfrey, Mike Sievert, Denny Strigl