Shownotes
Analysts Don Kellogg and Roger Entner evaluate AT&T’s new OneConnect plan, examining its impact on both consumer value and the competitive landscape, as well as new price increases for existing subscribers.
00:00 Episode intro
00:26 New OneConnect plan overview
04:01 ARPU is waning as a metric
04:30 AT&T's strategy with the plan
05:23 Price increases on existing customers
06:21 Will price hikes backfire?
07:54 The company remains focused on the long term
08:33 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, OneConnect, convergence, fiber, cable, FWA, ARPU, ARPA, T-Mobile, bundling, price increases, churn, revenue, EBITDA