Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, media, and technology.
0:27: Earnings reports are out - what do Verizon’s numbers show for Q1?
6:02: A rundown of how T-Mobile did in Q1.
7:27: What Charter and Comcast’s numbers show.
10:27: The “Technological Gap Year” for 2023 and what could happen as BEAD money hits.
13:11: What this could all mean in Q2.
14:44: Does T-Mobile have too many plan choices?
17:30: What the competitive response should be to T-Mobile’s plans.
18:53: Last thoughts about the competitive environment between the carriers.
Tags: telecom, telecommunications, business, wireless, cellular phone, cellular service, Recon Analytics, Don Kellogg, Roger Entner, earnings, Q1, Verizon, FIOS, DSL, T-Mobile, Charter, Comcast, fiber, fixed wireless, DSL, AT&T,
