Shownotes
Analysts Don Kellogg and Roger Entner are joined by fellow Recon Analytics analyst Mitch Klaassen to discuss Ericsson's recent smart factory analyst event. Don and Roger then delve into a T-Mobile price increase as well as the increasing focus on convergence within the industry.
00:36 Smart factory overview
03:19 The push for American tech manufacturing
04:14 T-Mobile raises prices on legacy plans
06:28 Carriers have too many plans
08:09 The “march upward” toward premium plans 10:17 Convergence is key as net adds stagnate