Analysts Don Kellogg and Roger Entner dive into Q1 earnings from AT&T, Comcast, and Charter, the importance of fiber castles, and future predictions for Verizon and T-Mobile.
00:00 Episode intro
00:25 AT&T Q1 overview
01:19 Fiber castle strategies
04:50 Are cable customers becoming more satisfied?
07:16 Comcast Q1 overview
07:57 Charter Q1 overview
08:32 T-Mobile may struggle with fiber
09:14 Research report details
09:36 Verizon and T-Mobile future predictions
10:43 Deutsche Telekom merger rumors
11:18 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, Comcast, Charter, convergence, fiber, Verizon, Kinetic, Frontier, Lumen, T-Mobile, FWA, cable, NPS, bundling, Srini Gopalan, Deutsche Telekom